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Disclosery

NUSC NUSHARES ETF TR

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NUVEEN ESG SMLCP (fund)

263 managers (264 13F filers) reported a position in NUSC shares at 2024-12-31, 22,071,735 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
263
13F filers
264
New
17
Added
93
Reduced
97
Sold out
10
Shares held by filers
22,071,735

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CWC Advisors, LLC.5,145$215K0.21%+4113F-HRTimeline
Capital Advisors Wealth Management, LLC5,084$213K0.04%+1713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,055$212K<0.01%-14213F-HRTimelineGroup
Quantum Financial Advisors, LLC4,954$208K0.03%-1,58613F-HRTimeline
McAdam, LLC4,829$202K0.01%new13F-HRTimeline
Bigelow Investment Advisors, LLC4,797$201K0.09%-2113F-HRTimeline
PRIVATE TRUST CO NA4,625$194K0.02%+10013F-HRTimeline
Millstone Evans Group, LLC4,536$190K0.13%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,988$167K<0.01%+69113F-HRTimelineGroup
Continuum Advisory, LLC3,911$164K0.02%+213F-HRTimeline
OARSMAN CAPITAL, INC.3,649$153K0.03%+7013F-HRTimeline
Milestone Investment Advisors LLC3,300$138K0.04%013F-HRTimeline
McIlrath & Eck, LLC3,214$135K0.02%+5313F-HRTimeline
Manchester Capital Management LLC3,203$134K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,723$114K<0.01%+7113F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,526$106K<0.01%+82913F-HRTimeline
Farther Finance Advisors, LLC2,340$98K<0.01%+1313F-HRTimeline
IAG Wealth Partners, LLC1,925$80.6K0.01%-10513F-HRTimeline
Clarity Asset Management, Inc.1,802$75.5K0.05%-7313F-HRTimeline
Wilmington Savings Fund Society, FSB1,541$64.5K<0.01%+7513F-HRTimeline
CWM, LLCin group CWM, LLC1,528$64K<0.01%+26313F-HRTimelineGroup
COMERICA BANK1,408$59K<0.01%-7013F-HR/ATimeline
Aptus Capital Advisors, LLC1,370$57.4K<0.01%+9913F-HRTimeline
Balefire, LLC1,315$55.1K0.02%new13F-HRTimeline
Coppell Advisory Solutions LLC1,077$45K0.01%+35313F-HRTimeline
Compass Planning Associates Inc1,074$45K0.05%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,023$42.9K<0.01%-4613F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,021$42.8K0.02%+713F-HRTimeline
ORG Partners LLC1,005$42.1K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.980$41K0.02%013F-HRTimeline
MATHER GROUP, LLC.878$36.8K<0.01%013F-HRTimeline
Avalon Trust Co814$34.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC464$19.4K<0.01%013F-HRTimeline
NorthRock Partners, LLC430$18K<0.01%+113F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC410$17.2K0.01%13F-HRTimeline
Noble Wealth Management PBC400$16.8K0.01%13F-HRTimeline
Winthrop Capital Management, LLC382$16K<0.01%013F-HRTimeline
Global Retirement Partners, LLC339$14.2K<0.01%+2713F-HRTimeline
CoreCap Advisors, LLC334$14K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC334$14K<0.01%013F-HRTimeline
Crewe Advisors LLC329$13.8K<0.01%-1113F-HRTimeline
Westside Investment Management, Inc.250$10.5K<0.01%013F-HRTimeline
EASTERN BANK241$10.1K<0.01%-65013F-HRTimeline
First Horizon Advisors, Inc.206$8.67K<0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV206$8.63K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC199$8.34K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC196$8.21K<0.01%013F-HRTimeline
Anchor Investment Management, LLC167$6.99K<0.01%013F-HRTimeline
DT Investment Partners, LLC138$5.78K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.117$5.09K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.109$4.61K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC102$4.27K<0.01%013F-HR/ATimeline
MOTCO101$4.23K<0.01%new13F-HRTimeline
AE Wealth Management LLC71$2.97K<0.01%new13F-HRTimeline
Orion Capital Management LLC64$2.68K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC59$2.47K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC42$1.76K<0.01%-47413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$880<0.01%013F-HRTimelineGroup
Horizon Investments, LLC19$796<0.01%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15$628<0.01%-70613F-HRTimelineGroup
ADIRONDACK TRUST CO14$586<0.01%013F-HRTimeline
Bogart Wealth, LLC7$293<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.