NUVEEN ESG US AGGREGATE BOND (NUBD) Top Institutional Shareholders
NUVEEN ESG US AGGREGATE BOND (NUBD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $296.30M in NUBD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NUBD tracked by InsiderSet, reporting ownership valued at approximately $43.77M in its March 31, 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 $43.48M, representing an estimated loss of -0.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
125
Total Reported Value
$296.30M
Largest Holder
Morgan Stanley
Largest Position
$43.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
134
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% | 1,970,762 | $43,770,654 | $43,484,864 | -$285,790 | -0.65% | |
| Bank Of New York Mellon Corp | 0.01% | 1,644,448 | $36,523,181 | $36,284,745 | -$238,436 | -0.65% | |
| Envestnet Asset Management Inc | 0.01% | 1,541,188 | $34,229,783 | $34,006,313 | -$223,470 | -0.65% | |
| First Pacific Financial | 3.58% | 1,250,326 | $27,769,741 | $27,588,443 | -$181,298 | -0.65% | |
| Wcg Wealth Advisors Llc | 0.47% | 761,062 | $16,903,206 | $16,792,833 | -$110,373 | -0.65% | |
| Lpl Financial Llc | 0.00% | 496,737 | $11,032,521 | $10,960,502 | -$72,019 | -0.65% | |
| Cgn Advisors Llc | 0.74% | 423,907 | $9,414,974 | $9,353,508 | -$61,466 | -0.65% | |
| Composition Wealth, Llc | 0.12% | 401,307 | $8,913,034 | $8,854,839 | -$58,195 | -0.65% | |
| Westfuller Advisors, Llc | 3.04% | 317,033 | $7,041,313 | $6,995,333 | -$45,980 | -0.65% | |
| Focus Partners Wealth | 0.01% | 316,068 | $7,019,869 | $6,974,040 | -$45,829 | -0.65% | |
| Koss-Olinger Consulting, Llc | 0.53% | 282,422 | $6,272,593 | $6,231,641 | -$40,952 | -0.65% | |
| Charter Oak Capital Management, Llc | 0.47% | 271,726 | $6,035,034 | $5,995,634 | -$39,400 | -0.65% | |
| Bank Of America Corp | 0.00% | 262,959 | $5,840,324 | $5,802,190 | -$38,134 | -0.65% | |
| Perigon Wealth Management, Llc | 0.08% | 204,065 | $4,532,280 | $4,502,694 | -$29,586 | -0.65% | |
| Assetmark, Inc | 0.01% | 196,158 | $4,356,669 | $4,328,226 | -$28,443 | -0.65% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 171,007 | $3,798,065 | $3,773,269 | -$24,796 | -0.65% | |
| Boston Standard Wealth Management, Llc | 0.49% | 134,150 | $2,971,423 | $2,960,020 | -$11,403 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 133,306 | $2,960,000 | $2,941,397 | -$18,603 | -0.63% | |
| Wells Fargo & Company/Mn | 0.00% | 126,249 | $2,803,992 | $2,785,684 | -$18,308 | -0.65% | |
| Retirement Capital Strategies | 1.05% | 125,122 | $2,778,960 | $2,760,817 | -$18,143 | -0.65% | |
| Ubs Group Ag | 0.00% | 122,743 | $2,726,122 | $2,708,324 | -$17,798 | -0.65% | |
| Beacon Pointe Advisors, Llc | 0.01% | 111,627 | $2,479,236 | $2,463,050 | -$16,186 | -0.65% | |
| Coldstream Capital Management Inc | 0.03% | 110,792 | $2,460,691 | $2,444,625 | -$16,066 | -0.65% | |
| Mayport, Llc | 0.39% | 94,104 | $2,090,050 | $2,076,405 | -$13,645 | -0.65% | |
| Umb Bank, N.A. | 0.03% | 88,642 | $1,968,739 | $1,955,886 | -$12,853 | -0.65% | |
| Rockefeller Capital Management L.P. | 0.00% | 78,979 | $1,754,133 | $1,742,672 | -$11,461 | -0.65% | |
| Hightower Advisors, Llc | 0.00% | 68,315 | $1,517,267 | $1,507,370 | -$9,897 | -0.65% | |
| Mml Investors Services, Llc | 0.00% | 66,926 | $1,486,426 | $1,476,722 | -$9,704 | -0.65% | |
| Rebel Financial Llc | 0.64% | 66,482 | $1,476,568 | $1,466,925 | -$9,643 | -0.65% | |
| Goldman Sachs Group Inc | 0.00% | 64,364 | $1,429,524 | $1,420,192 | -$9,332 | -0.65% | |
| Cetera Investment Advisers | 0.00% | 59,847 | $1,329,196 | $1,320,524 | -$8,672 | -0.65% | |
| A&I Financial Services, Llc | 0.61% | 58,083 | $1,290,023 | $1,281,601 | -$8,422 | -0.65% | |
| Citigroup Inc | 0.00% | 56,761 | $1,260,662 | $1,252,431 | -$8,231 | -0.65% | |
| Mariner, Llc | 0.00% | 52,826 | $1,173,255 | $1,165,606 | -$7,649 | -0.65% | |
| Citadel Advisors Llc | 0.00% | 47,668 | $1,058,706 | $1,051,794 | -$6,912 | -0.65% | |
| Creative Planning | 0.00% | 45,741 | $1,015,908 | $1,009,275 | -$6,633 | -0.65% | |
| Independent Advisor Alliance | 0.01% | 43,711 | $970,815 | $964,483 | -$6,332 | -0.65% | |
| Wealthfront Advisers Llc | 0.00% | 43,499 | $966,113 | $959,805 | -$6,308 | -0.65% | |
| Atria Investments, Inc | 0.01% | 42,932 | $953,519 | $947,295 | -$6,224 | -0.65% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | 42,842 | $951,521 | $945,309 | -$6,212 | -0.65% | |
| Onedigital Investment Advisors Llc | 0.01% | 42,126 | $935,622 | $929,510 | -$6,112 | -0.65% | |
| Jane Street Group, Llc | 0.00% | 39,869 | $885,490 | $879,709 | -$5,781 | -0.65% | |
| Us Bancorp \De\ | 0.00% | 37,851 | $840,670 | $835,182 | -$5,488 | -0.65% | |
| D.A. Davidson & Co. | 0.00% | 36,094 | $801,648 | $796,414 | -$5,234 | -0.65% | |
| Allworth Financial Lp | 0.00% | 34,432 | $764,745 | $759,742 | -$5,003 | -0.65% | |
| Integrated Advisors Network Llc | 0.04% | 31,624 | $702,359 | $697,784 | -$4,575 | -0.65% | |
| Baybridge Capital Group, Llc | 0.43% | 31,014 | $693,310 | $684,324 | -$8,986 | -1.30% | |
| Kelman-Lazarov, Inc. | 0.10% | 31,162 | $692,108 | $687,590 | -$4,518 | -0.65% | |
| Townsend Financial Planning, Llc | 0.63% | 29,495 | $655,080 | $650,807 | -$4,273 | -0.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,103 | $601,960 | $598,028 | -$3,932 | -0.65% |
Frequently asked questions about NUBD
Who owns the most NUBD stock?
The largest holders of NUBD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN ESG US AGGREGATE BOND (NUBD).
Is NUBD widely held by superinvestors?
Many widely followed stocks like NUBD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NUBD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.