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Disclosery

NUSC NUSHARES ETF TR

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NUVEEN ESG SMLCP (fund)

254 managers (255 13F filers) reported a position in NUSC shares at 2025-03-31, 21,828,352 shares in all. 14 filers opened a position and 23 filers sold out during the quarter.

Managers
254
13F filers
255
New
14
Added
89
Reduced
99
Sold out
23
Shares held by filers
21,828,352

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
US BANCORP \DE\in group US BANCORP \DE\3,723$143K<0.01%-26513F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,716$142K<0.01%+2,18813F-HRTimelineGroup
McIlrath & Eck, LLC3,294$126K0.02%+8013F-HRTimeline
Milestone Investment Advisors LLC3,276$126K0.03%-2413F-HRTimeline
Manchester Capital Management LLC3,203$123K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST3,110$119K0.04%-3,86013F-HRTimeline
Greykasell Wealth Strategies, Inc.2,966$114K0.06%-8,41113F-HRTimeline
Farther Finance Advisors, LLC2,815$108K<0.01%+47513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,723$105K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,515$96.4K<0.01%-1113F-HRTimeline
IAG Wealth Partners, LLC1,853$71K0.01%-7213F-HRTimeline
Clarity Asset Management, Inc.1,802$69.1K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,456$55.8K<0.01%-8513F-HRTimeline
Aptus Capital Advisors, LLC1,422$54.5K<0.01%+5213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,190$45.6K0.03%+21013F-HRTimeline
Compass Planning Associates Inc1,074$41.2K0.04%013F-HRTimeline
Parallel Advisors, LLC1,062$40.7K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,021$39.2K0.02%013F-HRTimeline
ORG Partners LLC1,005$38.7K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…863$33.1K<0.01%-16013F-HRTimelineGroup
MATHER GROUP, LLC.830$31.8K<0.01%-4813F-HRTimeline
Clearstead Advisors, LLC464$17.8K<0.01%013F-HRTimeline
NorthRock Partners, LLC430$16.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$15.7K0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL404$15.5K<0.01%new13F-HRTimeline
Noble Wealth Management PBC400$15.3K0.01%013F-HRTimeline
COMERICA BANK395$15.1K<0.01%-1,01313F-HRTimeline
Winthrop Capital Management, LLC382$15K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC391$15K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC334$12.8K<0.01%013F-HRTimeline
Crewe Advisors LLC329$12.6K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.322$12.3K<0.01%-5,99013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV320$12.3K<0.01%+11413F-HRTimeline
Smartleaf Asset Management LLC311$12K<0.01%-2313F-HRTimeline
Westside Investment Management, Inc.250$9.59K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.206$7.93K<0.01%013F-HRTimeline
MOTCO203$7.78K<0.01%+10213F-HRTimeline
Future Financial Wealth Managment LLC199$7.63K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC196$7.51K<0.01%013F-HRTimeline
Anchor Investment Management, LLC167$6.4K<0.01%013F-HRTimeline
AE Wealth Management LLC120$4.6K<0.01%+4913F-HRTimeline
Tortoise Investment Management, LLC102$3.91K<0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.109$3.65K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC64$2.45K<0.01%013F-HRTimeline
Sound Income Strategies, LLC59$2.26K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.71$2K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC44$1.69K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC42$1.61K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust37$1.42K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$805<0.01%013F-HRTimelineGroup
Horizon Investments, LLC19$728<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15$628<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC7$268<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.