NUVEEN ESG US AGGREGATE BOND (NUBD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $293.70M 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 $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 $44.48M, representing an estimated loss of -3.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
124
Total Reported Value
$293.70M
Largest Holder
Morgan Stanley
Largest Position
$45.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
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 | $44,481,214 | -$1,409,809 | -3.07% | |
| Bank Of New York Mellon Corp | 0.01% | 1,726,746 | $38,221,527 | $37,047,335 | -$1,174,192 | -3.07% | |
| Envestnet Asset Management Inc | 0.01% | 1,662,364 | $36,796,437 | $35,666,020 | -$1,130,417 | -3.07% | |
| Wcg Wealth Advisors Llc | 0.28% | 539,366 | $11,938,872 | $11,572,098 | -$366,774 | -3.07% | |
| Lpl Financial Llc | 0.00% | 519,090 | $11,490,063 | $11,137,076 | -$352,987 | -3.07% | |
| Cgn Advisors Llc | 0.73% | 452,900 | $10,024,942 | $9,716,970 | -$307,973 | -3.07% | |
| Composition Wealth, Llc | 0.11% | 426,103 | $9,431,790 | $9,142,040 | -$289,750 | -3.07% | |
| Westfuller Advisors, Llc | 2.52% | 313,124 | $6,930,998 | $6,718,075 | -$212,923 | -3.07% | |
| Focus Partners Wealth | 0.01% | 310,210 | $6,866,515 | $6,655,556 | -$210,959 | -3.07% | |
| Koss-Olinger Consulting, Llc | 0.52% | 302,281 | $6,690,998 | $6,485,439 | -$205,559 | -3.07% | |
| Charter Oak Capital Management, Llc | 0.47% | 271,726 | $6,035,034 | $5,829,881 | -$205,153 | -3.40% | |
| Bank Of America Corp | 0.00% | 261,325 | $5,784,425 | $5,606,728 | -$177,697 | -3.07% | |
| Mercer Global Advisors Inc | 0.01% | 236,677 | $5,238,856 | $5,077,905 | -$160,951 | -3.07% | |
| Jpmorgan Chase & Co | 0.00% | 204,117 | $4,539,569 | $4,379,330 | -$160,239 | -3.53% | |
| Perigon Wealth Management, Llc | 0.06% | 184,954 | $4,093,957 | $3,968,188 | -$125,769 | -3.07% | |
| Assetmark, Inc | 0.01% | 179,602 | $3,975,490 | $3,853,361 | -$122,129 | -3.07% | |
| Colorado Capital Management, Inc. | 1.22% | 161,515 | $3,575,000 | $3,465,304 | -$109,696 | -3.07% | |
| Boston Standard Wealth Management, Llc | 0.48% | 149,955 | $3,304,995 | $3,217,285 | -$87,710 | -2.65% | |
| Xy Planning Network, Inc. | 0.40% | 143,312 | $3,172,211 | $3,074,759 | -$97,452 | -3.07% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 143,046 | $3,166,325 | $3,069,052 | -$97,273 | -3.07% | |
| Park Avenue Securities Llc | 0.02% | 134,567 | $2,979,000 | $2,887,135 | -$91,865 | -3.08% | |
| Beacon Pointe Advisors, Llc | 0.01% | 127,066 | $2,812,606 | $2,726,201 | -$86,405 | -3.07% | |
| Evolution Advisers, Inc. | 1.02% | 125,902 | $2,786,000 | $2,701,227 | -$84,773 | -3.04% | |
| Retirement Capital Strategies | 0.96% | 125,258 | $2,772,586 | $2,687,410 | -$85,176 | -3.07% | |
| Wells Fargo & Company/Mn | 0.00% | 115,102 | $2,547,775 | $2,469,513 | -$78,262 | -3.07% | |
| Ubs Group Ag | 0.00% | 114,583 | $2,536,295 | $2,458,378 | -$77,917 | -3.07% | |
| Royal Bank Of Canada | 0.00% | 111,560 | $2,470,000 | $2,393,520 | -$76,480 | -3.10% | |
| Silver Oak Advisory Group, Inc. | 0.89% | 101,739 | $2,251,000 | $2,182,810 | -$68,190 | -3.03% | |
| Mayport, Llc | 0.32% | 94,104 | $2,082,992 | $2,019,001 | -$63,991 | -3.07% | |
| Olde Wealth Management, Llc | 0.56% | 89,440 | $1,979,000 | $1,918,935 | -$60,065 | -3.04% | |
| Umb Bank, N.A. | 0.02% | 87,833 | $1,944,184 | $1,884,457 | -$59,727 | -3.07% | |
| Mml Investors Services, Llc | 0.00% | 71,710 | $1,587,305 | $1,538,538 | -$48,767 | -3.07% | |
| Citigroup Inc | 0.00% | 68,207 | $1,509,762 | $1,463,381 | -$46,381 | -3.07% | |
| Rebel Financial Llc | 0.64% | 66,482 | $1,476,568 | $1,426,371 | -$50,197 | -3.40% | |
| Rockefeller Capital Management L.P. | 0.00% | 66,242 | $1,466,283 | $1,421,222 | -$45,061 | -3.07% | |
| Cetera Investment Advisers | 0.00% | 59,927 | $1,326,486 | $1,285,734 | -$40,752 | -3.07% | |
| A&I Financial Services, Llc | 0.53% | 55,431 | $1,226,965 | $1,189,272 | -$37,693 | -3.07% | |
| Coldstream Capital Management Inc | 0.02% | 54,996 | $1,217,336 | $1,179,939 | -$37,397 | -3.07% | |
| Citadel Advisors Llc | 0.00% | 51,664 | $1,143,583 | $1,108,451 | -$35,132 | -3.07% | |
| Newedge Advisors, Llc | 0.00% | 44,251 | $979,495 | $949,405 | -$30,090 | -3.07% | |
| Wealthfront Advisers Llc | 0.00% | 44,238 | $979,208 | $949,126 | -$30,082 | -3.07% | |
| Onedigital Investment Advisors Llc | 0.01% | 42,748 | $946,235 | $917,158 | -$29,077 | -3.07% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | 42,379 | $938,059 | $909,241 | -$28,818 | -3.07% | |
| Private Advisor Group, Llc | 0.00% | 39,255 | $868,910 | $842,216 | -$26,694 | -3.07% | |
| Us Bancorp \De\ | 0.00% | 38,284 | $847,416 | $821,383 | -$26,033 | -3.07% | |
| Osaic Holdings, Inc. | 0.00% | 37,363 | $827,135 | $801,623 | -$25,512 | -3.08% | |
| D.A. Davidson & Co. | 0.00% | 36,291 | $803,301 | $778,623 | -$24,678 | -3.07% | |
| Atria Investments, Inc | 0.01% | 34,419 | $761,865 | $738,460 | -$23,405 | -3.07% | |
| Baybridge Capital Group, Llc | 0.39% | 33,836 | $748,968 | $725,951 | -$23,017 | -3.07% | |
| Wny Asset Management, Llc | 0.07% | 33,651 | $744,855 | $721,982 | -$22,873 | -3.07% |
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.