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Nuveen ESG US Aggregate Bond (NUBD)

CUSIP: 67092P870 | NYSE | 268 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bank of New York Mellon Corp1,716,807
0.0% of portfolio›$36.3M
Cambridge Investment Research Advisors, Inc.1,006,001
0.0% of portfolio›$21.3K
CGN Advisors LLC297,487
0.5% of portfolio›$6.3M
rebel Financial LLC200,507
1.7% of portfolio›$4.2M
Assetmark, Inc199,460
0.0% of portfolio›$4.2M
Stanich Group LLC192,574
2.0% of portfolio›$4.1M
Perigon Wealth Management, LLC178,919
0.1% of portfolio›$3.8M
Colorado Capital Management, Inc.169,926
0.0% of portfolio›$3.6K
Boston Standard Wealth Management, LLC152,962
0.5% of portfolio›$3.2M
Park Avenue Securities LLC140,600
0.0% of portfolio›$3.0K
Integrated Advisors Network LLC108,910
0.1% of portfolio›$2.3M
XY Planning Network, Inc.105,673
0.2% of portfolio›$2.2M
Citigroup Inc70,730
0.0% of portfolio›$1.5M
SAX Wealth Advisors, LLC62,059
0.0% of portfolio›$1.3M
A&I Financial Services, LLC57,226
0.5% of portfolio›$1.2M
Cantor Fitzgerald Investment Advisors L.P.40,268
0.0% of portfolio›$852.5K
US Bancorp \de\37,851
0.0% of portfolio›$801.3K
BayBridge Capital Group, LLC36,447
0.4% of portfolio›$771.6K
D.A. Davidson & Co.36,291
0.0% of portfolio›$768.3K
Creative Planning35,744
0.0% of portfolio›$756.7K
Atria Investments, Inc35,110
0.0% of portfolio›$743.3K
Wealthcare Advisory Partners LLC31,126
0.0% of portfolio›$658.9K
Townsend Financial Planning, LLC29,756
0.6% of portfolio›$629.9K
JGP Wealth Management, LLC27,825
0.1% of portfolio›$589.1K
Gerber Kawasaki Wealth & Investment Management25,415
0.0% of portfolio›$538.0K
Mission Wealth Management, LP22,801
0.0% of portfolio›$482.7K
Avantax Planning Partners, Inc.22,688
0.0% of portfolio›$480.3K
Vise Technologies, Inc.20,775
0.0% of portfolio›$439.8K
Wealth Enhancement Advisory Services, LLC20,472
0.0% of portfolio›$433.4K
Aaron Wealth Advisors LLC19,976
0.0% of portfolio›$422.9K
Walkner Condon Financial Advisors LLC18,730
0.0% of portfolio›$396.5K
Lifelong Wealth Advisors, Inc.18,202
0.1% of portfolio›$385.3K
Etesian Wealth Advisors, Inc.16,792
0.1% of portfolio›$355.5K
Cherry Tree Wealth Management, LLC15,783
0.1% of portfolio›$334.1K
Commonwealth Equity Services, LLC15,101
0.0% of portfolio›$319.7K
Parallel Advisors, LLC14,850
0.0% of portfolio›$314.4K
Valtinson Bruner Financial Planning LLC13,315
0.1% of portfolio›$281.9K
Triad Wealth Partners, LLC12,411
0.0% of portfolio›$262.7K
McAdam, LLC11,825
0.0% of portfolio›$250.3K
Avior Wealth Management, LLC11,322
0.0% of portfolio›$239.7K
Brighton Jones LLC11,101
0.0% of portfolio›$235.0K
LexAurum Advisors, LLC11,014
0.0% of portfolio›$233.2K
Johnson Financial Group, LLC10,682
0.0% of portfolio›$226.1K
Lockerman Financial Group, Inc.10,652
0.3% of portfolio›$225.5K
Chesley Taft & Associates LLC10,200
0.0% of portfolio›$215.9K
Clearview Wealth Management LLC10,047
0.2% of portfolio›$212.9K
Tcfg Investment Advisors, LLC9,680
0.1% of portfolio›$204.7K
Wealth Enhancement Trust Services, Inc.9,613
0.0% of portfolio›$203.5K
First Pacific Financial8,949
0.0% of portfolio›$189.4K
Rossby Financial, LCC7,016
0.0% of portfolio›$148.5K
MJT & Associates Financial Advisory Group, Inc.4,080
0.1% of portfolio›$86.4K
Birchwood Financial Partners, Inc.3,649
0.1% of portfolio›$77.3K
Blue Trust, Inc.2,732
0.0% of portfolio›$57.8K
Quaker Wealth Management, LLC2,707
0.0% of portfolio›$57.3K
Hickory Point Bank & Trust2,202
0.0% of portfolio›$46.6K
TFC Financial Management, Inc.1,777
0.0% of portfolio›$37.6K
Kingdom Financial Group Llc.1,760
0.0% of portfolio›$37.3K
Covestor Ltd1,676
0.0% of portfolio›$35
Buck Wealth Strategies, LLC1,519
0.0% of portfolio›$32.2K
Creative Financial Designs Inc1,237
0.0% of portfolio›$26.2K
Westside Investment Management, Inc.1,025
0.0% of portfolio›$21.7K
Bank of New Hampshire780
0.0% of portfolio›$16.5K
EverSource Wealth Advisors, LLC415
0.0% of portfolio›$8.8K
Farther Finance Advisors, LLC274
0.0% of portfolio›$5.8K
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
1,716,807$36.3M0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
1,006,001$21.3K0.0%ETFLowFairfield, IA2026-11-02
CGN Advisors LLC
297,487$6.3M0.5%ETFLowManhattan, KS2026-10-21
rebel Financial LLC
200,507$4.2M1.7%N/AVery LowGroveport, OH2026-11-04
Assetmark, Inc
199,460$4.2M0.0%ETFLowConcord, CA2026-10-21
Stanich Group LLC
192,574$4.1M2.0%ETFVery LowMontauk, NY2026-10-16
Perigon Wealth Management, LLC
178,919$3.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Colorado Capital Management, Inc.
169,926$3.6K0.0%ETFVery LowBoulder, CO2026-10-15
Boston Standard Wealth Management, LLC
152,962$3.2M0.5%ETFLowWinchester, MA2026-10-07
Park Avenue Securities LLC
140,600$3.0K0.0%ETFMediumNew York, NY2026-10-26
Integrated Advisors Network LLC
108,910$2.3M0.1%GrowthMediumDallas, TX2026-10-20
XY Planning Network, Inc.
105,673$2.2M0.2%ETFLowBozeman, MT2026-10-14
Citigroup Inc
70,730$1.5M0.0%CoreMediumNew York, NY2026-11-04
SAX Wealth Advisors, LLC
62,059$1.3M0.0%ETFVery LowParsippany, NJ2026-10-13
A&I Financial Services, LLC
57,226$1.2M0.5%ETFHighLone Tree, CO2026-10-15
Cantor Fitzgerald Investment Advisors L.P.
40,268$852.5K0.0%YieldLowNew York, NY2026-10-21
US Bancorp \de\
37,851$801.3K0.0%IndexLowMinneapolis, MN2026-11-05
BayBridge Capital Group, LLC
36,447$771.6K0.4%GARPMediumLivermore, CA2026-10-13
D.A. Davidson & Co.
36,291$768.3K0.0%CoreLowGreat Falls, MT2026-10-28
Creative Planning
35,744$756.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
35,110$743.3K0.0%CoreMediumCharlotte, NC2026-10-15
Wealthcare Advisory Partners LLC
31,126$658.9K0.0%ETFLowWest Chester, PA2026-10-21
Townsend Financial Planning, LLC
29,756$629.9K0.6%ETFVery LowMt Sterling, KY2026-11-02
JGP Wealth Management, LLC
27,825$589.1K0.1%CoreLowBend, OR2026-10-13
Gerber Kawasaki Wealth & Investment Management
25,415$538.0K0.0%ETFLowSanta Monica, CA2026-10-29
Mission Wealth Management, LP
22,801$482.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Avantax Planning Partners, Inc.
22,688$480.3K0.0%ETFLowDubuque, IA2026-11-03
Vise Technologies, Inc.
20,775$439.8K0.0%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
20,472$433.4K0.0%CoreLowPlymouth, MN2026-10-13
Aaron Wealth Advisors LLC
19,976$422.9K0.0%GrowthMediumChicago, IL2026-10-13
Walkner Condon Financial Advisors LLC
18,730$396.5K0.0%ETFLowVerona, WI2026-11-02
Lifelong Wealth Advisors, Inc.
18,202$385.3K0.1%ETFLowArden Hills, MN2026-10-19
Etesian Wealth Advisors, Inc.
16,792$355.5K0.1%ETFLowWest Linn, OR2026-10-27
Cherry Tree Wealth Management, LLC
15,783$334.1K0.1%ETFVery LowMinnetonka, MN2026-10-15
Commonwealth Equity Services, LLC
15,101$319.7K0.0%ETFLowWaltham, MA2026-11-02
Parallel Advisors, LLC
14,850$314.4K0.0%IndexLowSan Francisco, CA2026-11-03
Valtinson Bruner Financial Planning LLC
13,315$281.9K0.1%ETFLowNew Brighton, MN2026-11-02
Triad Wealth Partners, LLC
12,411$262.7K0.0%ETFMediumLawrence, KS2026-10-26
McAdam, LLC
11,825$250.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Avior Wealth Management, LLC
11,322$239.7K0.0%ETFMediumOmaha, NE2026-10-13
Brighton Jones LLC
11,101$235.0K0.0%CoreVery LowSeattle, WA2026-11-03
LexAurum Advisors, LLC
11,014$233.2K0.0%ETFLowOverland Park, KS2026-10-19
Johnson Financial Group, LLC
10,682$226.1K0.0%ETFLowDenver, CO2026-11-03
Lockerman Financial Group, Inc.
10,652$225.5K0.3%ETFMediumNewport Beach, CA2026-10-19
Chesley Taft & Associates LLC
10,200$215.9K0.0%CoreLowChicago, IL2026-10-13
Clearview Wealth Management LLC
10,047$212.9K0.2%ETFLowIrvine, CA2026-10-16
Tcfg Investment Advisors, LLC
9,680$204.7K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Wealth Enhancement Trust Services, Inc.
9,613$203.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
First Pacific Financial
8,949$189.4K0.0%ETFLowVancouver, WA2026-10-14
Rossby Financial, LCC
7,016$148.5K0.0%ETFMediumMelbourne, FL2026-11-05
MJT & Associates Financial Advisory Group, Inc.
4,080$86.4K0.1%ETFLowMontevideo, MN2026-10-07
Birchwood Financial Partners, Inc.
3,649$77.3K0.1%ETFVery LowBloomington, MN2026-11-02
Blue Trust, Inc.
2,732$57.8K0.0%ETFLowBrentwood, TN2026-10-15
Quaker Wealth Management, LLC
2,707$57.3K0.0%ETFMediumMoorestown, NJ2026-10-22
Hickory Point Bank & Trust
2,202$46.6K0.0%CoreVery LowDecatur, IL2026-10-01
TFC Financial Management, Inc.
1,777$37.6K0.0%ETFVery LowBoston, MA2026-10-26
Kingdom Financial Group Llc.
1,760$37.3K0.0%ETFMediumPeoria, AZ2026-11-04
Covestor Ltd
1,676$350.0%ValueHighLondon, United Kingdom2026-10-30
Buck Wealth Strategies, LLC
1,519$32.2K0.0%ValueMediumDenver, CO2026-10-28
Creative Financial Designs Inc
1,237$26.2K0.0%ETFMediumKokomo, IN2026-11-04
Westside Investment Management, Inc.
1,025$21.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Bank of New Hampshire
780$16.5K0.0%CoreLowLaconia, NH2026-10-06
EverSource Wealth Advisors, LLC
415$8.8K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
274$5.8K0.0%IndexLowSan Francisco, CA2026-10-08