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Disclosery

NUSC NUSHARES ETF TR

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NUVEEN ESG SMLCP (fund)

258 managers (260 13F filers) reported a position in NUSC shares at 2025-12-31, 22,729,250 shares in all. 22 filers opened a position and 19 filers sold out during the quarter.

Managers
258
13F filers
260
New
22
Added
85
Reduced
99
Sold out
19
Shares held by filers
22,729,250

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Harbor Asset Planning, Inc.4,034$180K0.15%+4113F-HRTimeline
Qube Research & Technologies Ltd3,469$155K<0.01%-1,17913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,209$143K0.01%new13F-HRTimeline
Manchester Capital Management LLC3,203$143K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,153$141K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.2,966$132K0.05%013F-HRTimeline
McIlrath & Eck, LLC2,898$129K0.01%-16713F-HRTimeline
Millstone Evans Group, LLC2,711$121K0.07%+66413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,601$116K<0.01%-61713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,500$112K<0.01%+2,30713F-HRTimeline
Steward Partners Investment Advisory, L…2,317$103K<0.01%-5313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,085$93.1K<0.01%-6,49513F-HRTimelineGroup
Walsh & Associates, LLC2,010$89.7K0.09%13F-HRTimeline
Litman Gregory Wealth Management LLC2,000$89.3K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,870$83.5K0.01%-6513F-HRTimeline
RMG Wealth Management LLC1,693$81.8K0.01%-913F-HRTimeline
Clarity Asset Management, Inc.1,694$75.6K0.04%+1713F-HRTimeline
Aptus Capital Advisors, LLC1,689$75.4K<0.01%+7813F-HRTimeline
CWM, LLCin group CWM, LLC1,505$67K<0.01%-24713F-HRTimelineGroup
Glen Eagle Advisors, LLC1,455$65K0.01%-10013F-HRTimeline
Milestone Investment Advisors LLC1,431$63.9K0.02%013F-HRTimeline
EQ WEALTH ADVISORS, LLC1,392$62.2K0.04%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,028$45.9K0.02%+713F-HRTimeline
Smartleaf Asset Management LLC951$42.8K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC856$38.2K<0.01%013F-HRTimeline
ORG Partners LLC578$25.8K<0.01%-42713F-HRTimeline
FIRST UNITED BANK & TRUST540$24.1K0.01%-10013F-HRTimeline
MOTCO489$21.8K<0.01%+4613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…456$20.3K<0.01%+1013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC455$20.3K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC452$20K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$18.3K0.01%013F-HRTimeline
Noble Wealth Management PBC400$17.9K0.01%013F-HRTimeline
Timmons Wealth Management, LLC378$16.9K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.341$15.2K0.01%-34113F-HRTimeline
COMERICA BANK340$15.2K<0.01%+17113F-HRTimeline
CoreCap Advisors, LLC334$14.9K<0.01%013F-HRTimeline
Crewe Advisors LLC329$14.7K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.322$14.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV320$14.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC291$13K<0.01%013F-HRTimeline
Westside Investment Management, Inc.250$11.2K<0.01%013F-HRTimeline
JNBA Financial Advisors250$11.1K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management227$10K<0.01%013F-HRTimeline
Orion Capital Management LLC172$7.68K<0.01%+10813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…121$5.4K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC102$4.55K<0.01%013F-HRTimeline
Anchor Investment Management, LLC101$4.51K<0.01%-6613F-HRTimeline
LANARK FINANCIAL, INC.71$3.17K<0.01%013F-HRTimeline
Key Capital Management, INC66$2.95K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC42$1.88K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust37$1.65K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25$1.12K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$938<0.01%013F-HRTimelineGroup
Davis Capital Management10$447<0.01%new13F-HRTimeline
Bogart Wealth, LLC7$313<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$18<0.01%-10913F-HRTimelineGroupAmount filed as zero, left out of ratios.