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Disclosery

NUSC NUSHARES ETF TR

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NUVEEN ESG SMLCP (fund)

248 managers (249 13F filers) reported a position in NUSC shares at 2025-09-30, 21,230,429 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
248
13F filers
249
New
21
Added
74
Reduced
101
Sold out
12
Shares held by filers
21,230,429

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CWM, LLCin group CWM, LLC1,752$77K<0.01%+20013F-HRTimelineGroup
RMG Wealth Management LLC1,702$75.4K0.01%-25713F-HRTimeline
Clarity Asset Management, Inc.1,677$74K0.04%-12513F-HRTimeline
Aptus Capital Advisors, LLC1,611$71K<0.01%+12913F-HRTimeline
Glen Eagle Advisors, LLC1,555$68.6K0.01%-2,63513F-HRTimeline
Milestone Investment Advisors LLC1,431$63.1K0.02%013F-HRTimeline
Wealthspire Advisors, LLC1,152$50.8K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,021$45K0.02%013F-HR/ATimeline
ORG Partners LLC1,005$44.3K0.01%013F-HRTimeline
Clearstead Advisors, LLC856$37.8K<0.01%+39213F-HRTimeline
MATHER GROUP, LLC.830$36.6K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp767$33.8K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.682$30.1K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST640$28.2K0.01%-14513F-HRTimeline
Winthrop Capital Management, LLC452$20K<0.01%+7013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…446$19.7K<0.01%-21913F-HRTimelineGroup
MOTCO443$19.5K<0.01%+4713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$18.1K0.01%013F-HRTimeline
Noble Wealth Management PBC400$17.6K0.01%13F-HRTimeline
CoreCap Advisors, LLC334$14.7K<0.01%013F-HRTimeline
Crewe Advisors LLC329$14.5K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.322$14.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV320$14.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC291$12.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.250$11K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management227$10K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC199$8.78K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC193$8.51K<0.01%013F-HRTimeline
COMERICA BANK169$7.43K<0.01%-11513F-HRTimeline
Anchor Investment Management, LLC167$7.37K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC121$5.34K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.109$4.82K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC102$4.5K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC102$4.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.71$3.13K<0.01%-3213F-HRTimeline
Orion Capital Management LLC64$2.82K<0.01%013F-HRTimeline
Sound Income Strategies, LLC59$2.61K<0.01%-3613F-HRTimeline
Geneos Wealth Management Inc.58$2.56K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC54$2.38K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC42$1.85K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust37$1.63K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25$1.1K<0.01%-9,09713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc22$970<0.01%-4713F-HR/ATimeline
Horizon Investments, LLC21$926<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$926<0.01%013F-HRTimelineGroup
Guerra Advisors Inc18$794<0.01%new13F-HRTimeline
Bogart Wealth, LLC7$309<0.01%013F-HRTimeline