NUVEEN ESG US AGGREGATE BOND (NUBD) Institutional Ownership Changes & 13F Activity

NUVEEN ESG US AGGREGATE BOND (NUBD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Wcg Wealth Advisors Llc, Jpmorgan Chase & Co, Morgan Stanley, and Coldstream Capital Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+2,930+29.0%13,028$288.38KQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+3,996+8.4%51,664$1.14MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+236,677236,677$5.24MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+15,439+13.8%127,066$2.81MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+33,65133,651$744.86KQ2 2026Aug 17, 2026
Wcg Wealth Advisors LlcSell-221,696-29.1%539,366$11.94MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-55,796-50.4%54,996$1.22MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-31,695-49.2%32,669$723.13KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-29,475-73.9%10,394$230.07KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-27,961-16.4%143,046$3.17MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-21,746-16.3%111,560$2.47MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,648+89.5%37,363$827.13KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-11,147-8.8%115,102$2.55MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,335-8.8%24,134$534.21KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,190+12.6%19,609$434.05KQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,634-0.6%261,325$5.78MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,0001,000$22.14KQ2 2026Aug 14, 2026
Retirement Capital StrategiesBuy+136+0.1%125,258$2.77MQ2 2026Aug 14, 2026
Morgan StanleyBuy+102,471+5.2%2,073,233$45.89MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-12,737-16.1%66,242$1.47MQ2 2026Aug 13, 2026
Ubs Group AgSell-8,160-6.6%114,583$2.54MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+5,667+41.1%19,440$430.31KQ2 2026Aug 13, 2026
Olde Wealth Management, LlcSell-2,915-3.2%89,440$1.98MQ2 2026Aug 13, 2026
Umb Bank, N.A.Sell-809-0.9%87,833$1.94MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Sell-101-1.3%7,580$167.78KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+204,117204,117$4.54MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+12,299+38.5%44,251$979.50KQ2 2026Aug 12, 2026
Focus Partners WealthSell-5,858-1.9%310,210$6.87MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcBuy+1,633+8.5%20,915$462.95KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+527+2.1%25,436$563.03KQ2 2026Aug 12, 2026
Showing 30 of 116

Frequently asked questions about NUBD activity

  • Which institutional owners are buying NUBD?

    Institutional owners buying NUBD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NUBD activity?

    "Buy" means an investor increased their reported position in NUBD compared to the prior reporting period. This reflects growing exposure to NUVEEN ESG US AGGREGATE BOND (NUBD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NUBD increasing?

    Institutional interest in NUBD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.