Who owns Nuveen ESG U.S. Aggregate Bond?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NUBD from SEC Form 13F filings across 123 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 123 institutions disclosed 14.0M shares of Nuveen ESG U.S. Aggregate Bond worth $309.5M — about 66.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
123
13F holders
$309.5M
value, 2026 filers
66.5%
of shares outstanding (14.0M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NUBD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.1M | $45.9M | 0.0% | 9.9% | +5.2% |
| 2 | Bank of New York Mellon Corp | 1.7M | $38.2M | 0.0% | 8.2% | +5.0% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $36.8M | 0.0% | 7.9% | +7.9% |
| 4 | Cambridge Investment Research Advisors, Inc. | 945,022 | $20.9M | 0.0% | 4.5% | +4.8% |
| 5 | WCG Wealth Advisors LLC | 539,366 | $11.9M | 0.3% | 2.6% | -29.1% |
| 6 | LPL Financial LLC | 519,090 | $11.5M | 0.0% | 2.5% | +4.5% |
| 7 | CGN Advisors LLC | 452,900 | $10.0M | 0.7% | 2.2% | +6.8% |
| 8 | Composition Wealth, LLC | 426,103 | $9.4M | 0.1% | 2% | +6.2% |
| 9 | Westfuller Advisors, LLC | 313,124 | $6.9M | 2.5% | 1.5% | -1.2% |
| 10 | Focus Partners Wealth | 310,210 | $6.9M | 0.0% | 1.5% | -1.9% |
| 11 | Koss-Olinger Consulting, LLC | 302,281 | $6.7M | 0.5% | 1.4% | +7.0% |
| 12 | BANK OF AMERICA CORP /DE/ | 261,325 | $5.8M | 0.0% | 1.2% | -0.6% |
| 13 | MERCER GLOBAL ADVISORS INC /ADVNEW | 236,677 | $5.2M | 0.0% | 1.1% | new |
| 14 | JPMORGAN CHASE & CO | 204,117 | $4.5M | 0.0% | 1% | +539.8% |
| 15 | Perigon Wealth Management, LLC | 184,954 | $4.1M | 0.1% | 0.9% | -9.4% |
| 16 | ASSETMARK, INC | 179,602 | $4.0M | 0.0% | 0.9% | -8.4% |
| 17 | Colorado Capital Management, Inc. | 161,515 | $3.6M | 1.2% | 0.8% | +0.3% |
| 18 | Boston Standard Wealth Management, LLC | 149,955 | $3.3M | 0.5% | 0.7% | +11.8% |
| 19 | XY Planning Network, Inc.NEW | 143,312 | $3.2M | 0.4% | 0.7% | new |
| 20 | Vestmark Advisory Solutions, Inc. | 143,046 | $3.2M | 0.0% | 0.7% | -16.4% |
| 21 | PARK AVENUE SECURITIES LLC | 134,567 | $3.0M | 0.0% | 0.6% | +6.2% |
| 22 | Beacon Pointe Advisors, LLC | 127,066 | $2.8M | 0.0% | 0.6% | +13.8% |
| 23 | Evolution Advisers, Inc. | 125,902 | $2.8M | 1.0% | 0.6% | -1.0% |
| 24 | RETIREMENT CAPITAL STRATEGIES | 125,258 | $2.8M | 1.0% | 0.6% | +0.1% |
| 25 | WELLS FARGO & COMPANY/MN | 115,102 | $2.5M | 0.0% | 0.5% | -8.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.