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Disclosery

NUSC NUSHARES ETF TR

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NUVEEN ESG SMLCP (fund)

242 managers (243 13F filers) reported a position in NUSC shares at 2025-06-30, 21,543,646 shares in all. 11 filers opened a position and 22 filers sold out during the quarter.

Managers
242
13F filers
243
New
11
Added
95
Reduced
88
Sold out
22
Shares held by filers
21,543,646

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Millstone Evans Group, LLC2,047$83.4K0.06%-2,48913F-HRTimeline
RMG Wealth Management LLC1,959$81.5K0.01%13F-HRTimeline
IAG Wealth Partners, LLC1,935$78.8K0.01%+8213F-HRTimeline
Clarity Asset Management, Inc.1,802$73.4K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC1,552$63K<0.01%-2,16413F-HRTimelineGroup
Aptus Capital Advisors, LLC1,482$60.4K<0.01%+6013F-HRTimeline
Wilmington Savings Fund Society, FSB1,456$59.3K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,431$58.3K0.02%-1,84513F-HRTimeline
Parallel Advisors, LLC1,062$43.3K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,021$41.6K0.02%013F-HRTimeline
ORG Partners LLC1,005$41.5K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST785$32K0.01%-2,32513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…665$27.1K<0.01%-19813F-HRTimelineGroup
Clearstead Advisors, LLC464$18.9K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$16.7K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL404$16.5K<0.01%013F-HRTimeline
MOTCO396$16.3K<0.01%+19313F-HRTimeline
Winthrop Capital Management, LLC382$16K<0.01%013F-HRTimeline
CoreCap Advisors, LLC334$13.6K<0.01%013F-HRTimeline
Crewe Advisors LLC329$13.4K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.322$13.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV320$13K<0.01%013F-HRTimeline
Global Retirement Partners, LLC291$11.9K<0.01%13F-HRTimeline
COMERICA BANK284$11.6K<0.01%-11113F-HRTimeline
Westside Investment Management, Inc.250$10.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC199$8.11K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC193$7.86K<0.01%-19813F-HRTimeline
Anchor Investment Management, LLC167$6.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC121$4.93K<0.01%-7513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.109$4.46K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC102$4.16K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.103$4K<0.01%+3213F-HRTimeline
Sound Income Strategies, LLC95$3.87K<0.01%+3613F-HRTimeline
AE Wealth Management LLC71$2.89K<0.01%-4913F-HRTimeline
IFP Advisors, Inc69$2.81K<0.01%new13F-HRTimeline
Orion Capital Management LLC64$2.61K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC42$1.71K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust37$1.51K<0.01%013F-HRTimeline
Horizon Investments, LLC21$856<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$856<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC7$285<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.