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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +2,930 | +29.0% | 13,028 | $288.38K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +3,996 | +8.4% | 51,664 | $1.14M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +236,677 | — | 236,677 | $5.24M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +15,439 | +13.8% | 127,066 | $2.81M | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +33,651 | — | 33,651 | $744.86K | Q2 2026 | Aug 17, 2026 |
| Wcg Wealth Advisors Llc | Sell | -221,696 | -29.1% | 539,366 | $11.94M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -55,796 | -50.4% | 54,996 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -31,695 | -49.2% | 32,669 | $723.13K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -29,475 | -73.9% | 10,394 | $230.07K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -27,961 | -16.4% | 143,046 | $3.17M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -21,746 | -16.3% | 111,560 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,648 | +89.5% | 37,363 | $827.13K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -11,147 | -8.8% | 115,102 | $2.55M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,335 | -8.8% | 24,134 | $534.21K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +2,190 | +12.6% | 19,609 | $434.05K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -1,634 | -0.6% | 261,325 | $5.78M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,000 | — | 1,000 | $22.14K | Q2 2026 | Aug 14, 2026 |
| Retirement Capital Strategies | Buy | +136 | +0.1% | 125,258 | $2.77M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +102,471 | +5.2% | 2,073,233 | $45.89M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -12,737 | -16.1% | 66,242 | $1.47M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -8,160 | -6.6% | 114,583 | $2.54M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +5,667 | +41.1% | 19,440 | $430.31K | Q2 2026 | Aug 13, 2026 |
| Olde Wealth Management, Llc | Sell | -2,915 | -3.2% | 89,440 | $1.98M | Q2 2026 | Aug 13, 2026 |
| Umb Bank, N.A. | Sell | -809 | -0.9% | 87,833 | $1.94M | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Sell | -101 | -1.3% | 7,580 | $167.78K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +204,117 | — | 204,117 | $4.54M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +12,299 | +38.5% | 44,251 | $979.50K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -5,858 | -1.9% | 310,210 | $6.87M | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Buy | +1,633 | +8.5% | 20,915 | $462.95K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +527 | +2.1% | 25,436 | $563.03K | Q2 2026 | Aug 12, 2026 |
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.