Skip to content
Disclosery

NUSC NUSHARES ETF TR

Follow

NUVEEN ESG SMLCP (fund)

265 managers (269 13F filers) reported a position in NUSC shares at 2026-06-30, 19,568,067 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
265
13F filers
269
New
24
Added
99
Reduced
84
Sold out
19
Shares held by filers
19,568,067

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Columbia River Financial Group, LLC4,380$228K0.12%-1,30213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC4,328$226K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,080$213K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.4,034$210K0.16%013F-HRTimeline
McAdam, LLC3,979$207K0.01%-1,42613F-HRTimeline
JGP Wealth Management, LLC3,960$206K0.02%new13F-HRTimeline
Sage Advisory Services, Ltd.Co.3,892$203K0.1%new13F-HRTimeline
SOA Wealth Advisors, LLC.3,466$181K0.03%-1,56913F-HRTimeline
Evergreen Private Wealth LLC3,291$172K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,267$170K<0.01%+49313F-HRTimeline
Manchester Capital Management LLC3,203$167K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,197$167K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,967$155K<0.01%+3113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.2,966$155K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…2,691$140K<0.01%+14913F-HRTimeline
Millstone Evans Group, LLC2,507$131K0.07%013F-HRTimeline
GGM Financial LLC2,431$127K0.05%new13F-HRTimeline
Larson Financial Group LLC2,421$126K<0.01%-1,35413F-HRTimeline
Walsh & Associates, LLC2,310$120K0.1%013F-HRTimeline
IAG Wealth Partners, LLC1,989$104K0.01%+11913F-HRTimeline
Aptus Capital Advisors, LLC1,689$88K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,455$75.8K0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,431$74.6K0.02%013F-HRTimeline
First Bancorp, Inc /ME/1,390$72.4K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC1,358$70.3K<0.01%013F-HRTimeline
IFG Advisory, LLC1,236$64.4K<0.01%new13F-HRTimeline
MCF Advisors LLC1,129$58.8K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,028$53.6K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.933$48.6K0.04%013F-HRTimeline
MATHER GROUP, LLC.831$43.3K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS740$38.6K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST540$28.1K0.01%013F-HRTimeline
Orion Capital Management LLC533$27.8K0.01%+18613F-HRTimeline
Timmons Wealth Management, LLC522$27.2K0.02%+14413F-HRTimeline
MOTCO489$25.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC471$24.5K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC452$24K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…430$22.4K<0.01%-14813F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC410$21.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC400$20.8K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC378$19.7K<0.01%+36413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV343$17.9K<0.01%+2313F-HRTimeline
Global Retirement Partners, LLC341$17.8K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.341$17.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC334$17.4K<0.01%013F-HRTimeline
Crewe Advisors LLC329$17.1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.322$16.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.255$13.3K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.250$13K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC206$10.7K<0.01%+813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…121$6.28K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC119$6.2K<0.01%+4213F-HRTimelineGroup
Anchor Investment Management, LLC101$5.26K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.78$4.07K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.71$3.7K<0.01%013F-HRTimeline
AE Wealth Management LLC67$3.49K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.50$2.61K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC42$2.19K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust37$1.93K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC30$1.56K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27$1.41K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$1.09K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Davis Capital Management10$521<0.01%013F-HRTimeline
Bogart Wealth, LLC7$365<0.01%013F-HRTimeline