NUBD Institutional Ownership & Shareholders
NUVEEN ESG US AGGREGATE BOND (NUBD) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $290.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of NUBD tracked by InsiderSet, reporting ownership valued at approximately $45.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.70M, representing an estimated loss of -2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed NUBD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of New York Mellon Corp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in NUVEEN ESG US AGGREGATE BOND (NUBD).
This page ranks the largest institutional NUBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
131
Total Reported Value
$290.61M
Largest Holder
Morgan Stanley
Largest Position
$45.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,073,233 | $45,891,023 | $44,698,903 | -$1,192,120 | -2.60% | |
| Bank Of New York Mellon Corp | 0.01% | 1,726,746 | $38,221,527 | $37,228,644 | -$992,883 | -2.60% | |
| Envestnet Asset Management Inc | 0.01% | 1,662,364 | $36,796,437 | $35,840,568 | -$955,869 | -2.60% | |
| Wcg Wealth Advisors Llc | 0.28% | 539,366 | $11,938,872 | $11,628,731 | -$310,141 | -2.60% | |
| Lpl Financial Llc | 0.00% | 519,090 | $11,490,063 | $11,191,580 | -$298,483 | -2.60% | |
| Composition Wealth, Llc | 0.11% | 426,103 | $9,431,790 | $9,186,781 | -$245,009 | -2.60% | |
| Westfuller Advisors, Llc | 2.52% | 313,124 | $6,930,998 | $6,750,953 | -$180,045 | -2.60% | |
| Focus Partners Wealth | 0.01% | 310,210 | $6,866,515 | $6,688,128 | -$178,387 | -2.60% | |
| Koss-Olinger Consulting, Llc | 0.52% | 302,281 | $6,690,998 | $6,517,178 | -$173,820 | -2.60% | |
| Cgn Advisors Llc | 0.49% | 297,487 | $6,297,798 | $6,413,820 | +$116,022 | +1.84% | |
| Charter Oak Capital Management, Llc | 0.47% | 271,726 | $6,035,034 | $5,858,413 | -$176,621 | -2.93% | |
| Bank Of America Corp | 0.00% | 261,325 | $5,784,425 | $5,634,167 | -$150,258 | -2.60% | |
| Mercer Global Advisors Inc | 0.01% | 236,677 | $5,238,856 | $5,102,756 | -$136,100 | -2.60% | |
| Jpmorgan Chase & Co | 0.00% | 204,117 | $4,539,569 | $4,400,763 | -$138,806 | -3.06% | |
| Assetmark, Inc | 0.01% | 199,460 | $4,222,568 | $4,300,358 | +$77,790 | +1.84% | |
| Stanich Group Llc | 1.97% | 192,574 | $4,076,825 | $4,151,895 | +$75,070 | +1.84% | |
| Perigon Wealth Management, Llc | 0.06% | 178,919 | $3,787,707 | $3,857,494 | +$69,787 | +1.84% | |
| Boston Standard Wealth Management, Llc | 0.47% | 152,962 | $3,238,212 | $3,297,861 | +$59,649 | +1.84% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 143,046 | $3,166,325 | $3,084,072 | -$82,253 | -2.60% | |
| Beacon Pointe Advisors, Llc | 0.01% | 127,066 | $2,812,606 | $2,739,543 | -$73,063 | -2.60% | |
| Evolution Advisers, Inc. | 1.02% | 125,902 | $2,786,000 | $2,714,447 | -$71,553 | -2.57% | |
| Retirement Capital Strategies | 0.96% | 125,258 | $2,772,586 | $2,700,562 | -$72,024 | -2.60% | |
| Wells Fargo & Company/Mn | 0.00% | 115,102 | $2,547,775 | $2,481,599 | -$66,176 | -2.60% | |
| Ubs Group Ag | 0.00% | 114,583 | $2,536,295 | $2,470,409 | -$65,886 | -2.60% | |
| Royal Bank Of Canada | 0.00% | 111,560 | $2,470,000 | $2,405,234 | -$64,766 | -2.62% | |
| Integrated Advisors Network Llc | 0.11% | 108,910 | $2,305,622 | $2,348,100 | +$42,478 | +1.84% | |
| Silver Oak Advisory Group, Inc. | 0.89% | 101,739 | $2,251,000 | $2,193,493 | -$57,507 | -2.55% | |
| Xy Planning Network, Inc. | 0.24% | 105,673 | $2,237,097 | $2,278,310 | +$41,213 | +1.84% | |
| Mayport, Llc | 0.32% | 94,104 | $2,082,992 | $2,028,882 | -$54,110 | -2.60% | |
| Olde Wealth Management, Llc | 0.56% | 89,440 | $1,979,000 | $1,928,326 | -$50,674 | -2.56% | |
| Umb Bank, N.A. | 0.02% | 87,833 | $1,944,184 | $1,893,679 | -$50,505 | -2.60% | |
| Mml Investors Services, Llc | 0.00% | 71,710 | $1,587,305 | $1,546,068 | -$41,237 | -2.60% | |
| Citigroup Inc | 0.00% | 68,207 | $1,509,762 | $1,470,543 | -$39,219 | -2.60% | |
| Rebel Financial Llc | 0.64% | 66,482 | $1,476,568 | $1,433,352 | -$43,216 | -2.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 66,242 | $1,466,283 | $1,428,178 | -$38,105 | -2.60% | |
| Cetera Investment Advisers | 0.00% | 59,927 | $1,326,486 | $1,292,026 | -$34,460 | -2.60% | |
| Sax Wealth Advisors, Llc | 0.04% | 62,059 | $1,313,789 | $1,337,992 | +$24,203 | +1.84% | |
| Coldstream Capital Management Inc | 0.02% | 54,996 | $1,217,336 | $1,185,714 | -$31,622 | -2.60% | |
| A&I Financial Services, Llc | 0.51% | 57,226 | $1,211,474 | $1,233,793 | +$22,319 | +1.84% | |
| Citadel Advisors Llc | 0.00% | 51,664 | $1,143,583 | $1,113,876 | -$29,707 | -2.60% | |
| Newedge Advisors, Llc | 0.00% | 44,251 | $979,495 | $954,052 | -$25,443 | -2.60% | |
| Wealthfront Advisers Llc | 0.00% | 44,238 | $979,208 | $953,771 | -$25,437 | -2.60% | |
| Onedigital Investment Advisors Llc | 0.01% | 42,748 | $946,235 | $921,647 | -$24,588 | -2.60% | |
| Private Advisor Group, Llc | 0.00% | 39,255 | $868,910 | $846,338 | -$22,572 | -2.60% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | 40,268 | $852,474 | $868,178 | +$15,704 | +1.84% | |
| Us Bancorp \De\ | 0.00% | 38,284 | $847,416 | $825,403 | -$22,013 | -2.60% | |
| Osaic Holdings, Inc. | 0.00% | 37,363 | $827,135 | $805,546 | -$21,589 | -2.61% | |
| Baybridge Capital Group, Llc | 0.41% | 36,447 | $771,586 | $785,797 | +$14,211 | +1.84% | |
| D.A. Davidson & Co. | 0.00% | 36,291 | $768,280 | $782,434 | +$14,154 | +1.84% | |
| Wny Asset Management, Llc | 0.07% | 33,651 | $744,855 | $725,516 | -$19,339 | -2.60% |
Frequently asked questions about NUBD
Who are the largest institutional holders of NUBD?
The largest institutional holders of NUBD reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of New York Mellon Corp, Envestnet Asset Management Inc, Wcg Wealth Advisors Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported NUBD position.
What is NUBD institutional ownership?
This page tracks NUBD positions reported by institutional investment managers through SEC Form 13F. NUVEEN ESG US AGGREGATE BOND (NUBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NUBD?
InsiderSet currently tracks 131 institutional managers reporting NUBD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NUBD shareholders.
How much NUBD stock do institutions own?
Institutional investment managers disclosed approximately $290.61M in NUBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NUBD institutional ownership last updated?
The latest NUBD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NUBD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NUBD position after the reporting date.
Are institutions buying or selling NUBD?
Institutional buying and selling can be analyzed by comparing NUBD positions across consecutive 13F reporting periods. InsiderSet's NUBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NUBD ownership changes.
How has NUBD institutional ownership changed over time?
InsiderSet tracks NUBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.