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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,917,759$290M0.03%+66,24813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,548,455$64.9M0.2%-41,64813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,242,781$52.1M<0.01%-17,48613F-HR/ATimelineGroup
Abacus Wealth Partners, LLC1,220,103$51.1M7.63%+36,98413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA971,146$40.7M0.01%+32,17513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP781,430$32.7M0.78%-6913F-HRTimeline
LPL Financial LLC682,005$28.6M0.01%+69,53613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV577,050$24.2M0.06%+20,32013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding572,216$24M+23,533Timeline
UBS Group AGin group UBS Group AG412,554$17.3M<0.01%-39,83013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp294,396$12.3M<0.01%+46,65913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN278,285$11.7M<0.01%+4,58713F-HRTimelineGroup
North Berkeley Wealth Management, LLC246,334$10.3M10.47%13F-HRTimeline
First Pacific Financial238,421$9.99M2.32%+18,77713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP207,323$8.68M0.01%-122,68613F-HRTimelineGroup
Creative Planningin group Creative Planning198,088$8.3M0.01%-4,37813F-HRTimelineGroup
WCG Wealth Advisors LLC175,754$7.36M0.49%+9,93513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC172,287$7.21M<0.01%-4,89313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC151,430$6.34M0.01%+7,14613F-HRTimeline
Colorado Capital Management, Inc.141,297$5.92M2.87%-1,94113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP140,375$5.88M0.01%+68713F-HRTimelineGroup
Allworth Financial LP132,231$5.76M0.03%+68313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…120,859$5.29M0.01%+5,64113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…117,890$4.94M0.17%-33,86713F-HRTimelineGroup
Allodium Investment Consultants, LLC111,368$4.66M3.9%13F-HRTimeline
Cambridge Investment Research Advisors,…108,297$4.54M0.02%-4,36413F-HRTimeline
BSW Wealth Partners106,325$4.45M0.65%-4,39813F-HRTimeline
Cable Hill Partners, LLC104,259$4.37M0.44%+2,18513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…104,255$4.37M0.01%+6,05813F-HR/ATimeline
Dynamic Advisor Solutions LLC101,014$4.23M0.18%-51513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,406$4.04M0.01%-15,32713F-HRTimelineGroup
DeDora Capital, Inc.94,261$3.95M1.08%+41013F-HRTimeline
Cetera Investment Advisers93,699$3.92M0.01%+75613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,939$3.81M<0.01%13F-HR/ATimelineGroup
Clarity Wealth Development LLC72,995$3.17M3.45%13F-HRTimeline
Rossby Financial, LCC73,092$3.06M1.94%13F-HRTimeline
Palisades Hudson Asset Management, L.P.72,904$3.05M1.29%+1,61013F-HRTimeline
GeoWealth Management, LLC72,212$3.02M0.1%-17,06413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68,885$2.89M<0.01%-1,88313F-HRTimelineGroup
SageView Advisory Group, LLC67,404$2.82M0.12%-2213F-HRTimeline
NewEdge Advisors, LLC63,129$2.64M0.02%+2,43813F-HRTimeline
RWA WEALTH PARTNERS, LLC62,995$2.64M0.03%-10013F-HRTimeline
Corundum Group, Inc.60,280$2.52M0.94%-67813F-HRTimeline
Beacon Pointe Advisors, LLC58,018$2.43M0.03%-7,07513F-HRTimeline
WHITTIER TRUST CO57,180$2.39M0.03%-11,34313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,532$2.37M<0.01%+12,31013F-HRTimelineGroup
Stonehearth Capital Management, LLC56,314$2.36M0.95%-3,58013F-HRTimeline
Arlington Financial Advisors, LLC54,407$2.28M0.45%+1,92713F-HRTimeline
FMR LLCin group FMR LLC54,198$2.27M<0.01%+4,25913F-HRTimelineGroup
Modera Wealth Management, LLC53,354$2.23M0.03%+3313F-HRTimeline
CGC Financial Services, LLC51,415$2.15M0.86%-39813F-HRTimeline
SK Wealth Management, LLC50,268$2.11M1.07%013F-HRTimeline
IMPACTfolio, LLC49,460$2.07M1.07%-58,52213F-HRTimeline
Mariner, LLCin group Mariner, LLC48,576$2.03M<0.01%+2,91213F-HRTimelineGroup
SilverOak Wealth Management LLC48,446$2.03M0.44%+18513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC48,304$2.02M0.09%new13F-HRTimelineGroup
HighTower Advisors, LLC47,483$1.99M<0.01%-11,12913F-HRTimeline
LongView Asset Management LLC45,569$1.91M1.66%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC45,159$1.89M0.05%+7,14113F-HRTimeline
Brio Consultants, LLC44,254$1.85M0.29%+4,53113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$1.75M<0.01%-1,38813F-HRTimelineGroup
Wescott Financial Advisory Group, LLC41,261$1.73M0.18%+23113F-HRTimeline
VICUS CAPITAL40,370$1.69M0.15%-32813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,226$1.64M0.02%-5,17813F-HRTimelineGroup
XY Planning Network, Inc.38,265$1.6M1.2%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC34,835$1.46M0.07%-9,79413F-HRTimeline
WealthShield Partners, LLC34,611$1.45M0.21%+1,15613F-HRTimeline
Westfuller Advisors, LLC33,888$1.42M0.9%+40413F-HRTimeline
Atria Wealth Solutions, Inc.32,703$1.37M0.02%+3,86713F-HRTimeline
HARBOUR INVESTMENTS, INC.31,738$1.33M0.04%+11613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,183$1.26M0.01%-14,22213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,724$1.16M0.01%-7,44913F-HRTimelineGroup
Revolve Wealth Partners, LLC27,270$1.14M0.17%+1,06013F-HR/ATimeline
Klaas Financial Asset Advisors, LLC26,972$1.13M0.2%+1,35013F-HRTimeline
UMB Bank, n.a.25,758$1.08M0.02%-38713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equita Financial Network, Inc.24,901$1.04M0.38%+1,22613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,338$1.02M<0.01%-69313F-HR/ATimelineGroup
RVW Wealth, LLC23,853$999K0.09%+21213F-HRTimeline
Addison Advisors LLC22,565$945K0.26%-91513F-HRTimeline
US FINANCIAL ADVISORS, LLC22,214$930K0.29%+7513F-HRTimeline
Scott Capital Advisors, LLC22,264$926K0.27%+22513F-HRTimeline
Neumann Capital Management, LLC21,784$912K0.3%-20013F-HRTimeline
Vestmark Advisory Solutions, Inc.20,949$877K0.03%+76113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,779$870K0.01%-36313F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC20,271$849K0.11%+3,30713F-HRTimeline
Walkner Condon Financial Advisors LLC19,758$828K0.17%-2,15013F-HRTimeline
Laurel Wealth Planning LLC19,692$825K0.53%-1,50713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,533$818K0.01%-97813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,131$801K<0.01%+10,38113F-HRTimelineGroup
Freedom Investment Management, Inc.17,895$749K0.06%+1,39013F-HRTimeline
SGL Investment Advisors, Inc.16,988$725K0.37%+42613F-HRTimeline
One Capital Management, LLC17,247$722K0.02%-2,00613F-HRTimeline
Painted Porch Advisors LLC17,137$718K0.35%+2,11613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,679$699K<0.01%+3,00913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,583$695K<0.01%-31613F-HR/ATimelineGroup
RTD Financial Advisors, Inc.16,569$694K0.09%-65913F-HRTimeline
Silver Oak Advisory Group, Inc.16,405$687K0.36%+2913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,022$671K<0.01%-1,04013F-HRTimelineGroup
Merit Financial Group, LLC15,951$668K0.01%+70713F-HRTimeline
Orion Porfolio Solutions, LLC15,770$660K0.01%-47913F-HRTimeline
Orion Portfolio Solutions, LLC15,770$660K0.01%-47913F-HRTimeline
Destination Wealth Management15,735$659K0.02%013F-HRTimeline
Evolution Advisers, Inc.15,411$645K0.35%-2713F-HRTimeline
TriaGen Wealth Management LLC15,272$640K0.22%013F-HRTimeline
Evergreen Private Wealth LLC15,270$640K0.3%+1913F-HRTimeline
BOKF, NAin group BOKF, NA15,188$629K0.01%-1,13313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,807$620K<0.01%-28,75113F-HRTimelineGroup
Betterment LLC14,744$617K<0.01%+3,59513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,462$606K0.01%-16113F-HRTimelineGroup
Cresset Asset Management, LLC14,409$603K<0.01%013F-HRTimeline
&PARTNERS14,020$595K0.01%new13F-HRTimeline
Balanced Rock Investment Advisors LLC14,151$593K0.47%-1,38913F-HRTimeline
Dodds Wealth, LLC13,025$567K0.18%+30313F-HRTimeline
Independent Advisor Alliance13,421$562K0.01%new13F-HRTimeline
Schneider Downs Wealth Management Advis…13,352$559K0.11%+8,54813F-HRTimeline
OLD MISSION CAPITAL LLC13,129$550K0.01%-2,71813F-HRTimeline
Bragg Financial Advisors, Inc12,977$544K0.02%-52013F-HRTimeline
Mutual Advisors, LLC12,529$538K0.02%-34513F-HRTimeline
Sandbox Financial Partners, LLC12,767$535K0.18%-55113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,745$534K0.03%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC12,447$520K0.08%-37213F-HRTimeline
Sage Advisory Services, Ltd.Co.12,287$515K0.31%+6,33813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,105$507K<0.01%+22313F-HRTimelineGroup
Diversified Enterprises, LLC12,074$506K0.05%-3,63913F-HRTimeline
White Lighthouse Investment Management …11,992$502K0.09%-9013F-HRTimeline
Shotwell Rutter Baer Inc12,062$499K0.42%-2013F-HRTimeline
Tradition Wealth Management, LLC11,675$489K0.04%-1,47513F-HRTimeline
Pacific Sun Financial Corp11,536$483K0.26%-73013F-HRTimeline
Sound Stewardship, LLC11,377$476K0.28%-4013F-HRTimeline
Greykasell Wealth Strategies, Inc.11,377$476K0.26%13F-HRTimeline
Capasso Planning Partners LLC11,282$473K0.19%+19913F-HRTimeline
Bensler, LLC11,021$462K0.05%+313F-HRTimeline
CX Institutional10,925$458K0.02%-3813F-HRTimeline
Financial Insights, Inc.10,925$458K0.17%new13F-HRTimeline
New Insight Wealth Advisors10,537$441K0.22%+5,84813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,435$437K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.10,301$431K<0.01%-68213F-HRTimeline
Chicago Partners Investment Group LLC10,216$431K0.01%+8513F-HRTimeline
Ipsen Advisor Group LLC10,285$431K0.37%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,196$427K0.3%13F-HRTimeline
Financial Connections Group, Inc.10,144$424K0.2%-2,81513F-HRTimeline
Carr Financial Group Corp10,115$424K0.13%+11513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,043$421K0.06%+29113F-HRTimeline
MML INVESTORS SERVICES, LLC9,747$408K<0.01%-2,35313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,533$399K<0.01%+78413F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC9,306$390K0.03%-3,87113F-HRTimeline
Larson Financial Group LLC9,250$387K0.02%+15513F-HRTimeline
Bond & Devick Financial Network, Inc.9,037$387K0.17%013F-HRTimeline
NATURAL INVESTMENTS, LLC9,081$380K0.11%13F-HRTimeline
Resonant Capital Advisors, LLC8,966$376K0.03%+713F-HRTimeline
McClarren Financial Advisors, Inc.8,974$375K1.05%+40013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,827$370K0.02%+1,13313F-HRTimeline
Adero Partners, LLC8,824$370K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,710$365K<0.01%-2,10013F-HRTimelineGroup
Acropolis Investment Management, LLC8,700$364K0.02%013F-HRTimeline
Per Stirling Capital Management, LLC.8,619$361K0.05%+3,59413F-HRTimeline
Family Office Research LLC8,357$350K0.15%13F-HRTimeline
LexAurum Advisors, LLC8,278$347K0.07%+7713F-HRTimeline
Glen Eagle Advisors, LLC8,142$341K0.06%-15013F-HRTimeline
Private Advisor Group, LLC8,129$340K<0.01%+10813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,100$339K<0.01%-1813F-HRTimelineGroup
Advisory Services Network, LLC8,062$338K0.01%-913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,060$338K0.01%-16713F-HRTimeline
Stordahl Capital Management, Inc.7,964$334K0.08%-27413F-HRTimeline
McNamara Financial Services, Inc.7,909$331K0.08%-9013F-HRTimeline
Good Life Advisors, LLC7,817$327K0.02%-6613F-HRTimeline
Harrington Investments, INC7,754$325K0.18%-70013F-HRTimeline
PFG Investments, LLC7,500$314K0.02%-34013F-HRTimeline
Blue Barn Wealth, LLC7,479$313K0.17%-16513F-HRTimeline
Perigon Wealth Management, LLC7,238$311K0.01%-24913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,388$309K0.07%-14813F-HRTimeline
EP Wealth Advisors, LLC7,324$307K<0.01%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,173$300K0.07%+8113F-HRTimelineGroup
SAGE FINANCIAL GROUP INC7,126$298K0.02%013F-HRTimeline
Capital Advantage, Inc.7,096$297K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.7,023$294K0.05%-1213F-HR/ATimeline
FIRST UNITED BANK & TRUST6,970$292K0.11%-89013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,964$292K0.01%new13F-HRTimelineGroup
Smart Portfolios, LLC6,652$279K0.29%-20413F-HRTimeline
Trust Co6,441$270K0.03%+26713F-HRTimeline
Curtis Advisory Group, LLC6,427$269K0.07%013F-HRTimeline
Values Added Financial LLC6,362$266K0.15%new13F-HRTimeline
BOK Financial Private Wealth, Inc.6,312$264K0.02%013F-HRTimeline
Estate Counselors, LLC6,265$262K0.03%new13F-HRTimeline
Collaborative Wealth Managment Inc.6,248$262K0.12%-113F-HRTimeline
MAI Capital Management6,217$260K<0.01%new13F-HRTimeline
PFG Advisors6,099$255K0.02%new13F-HRTimeline
ABOUND FINANCIAL, LLC6,063$254K0.13%13F-HRTimeline
SigFig Wealth Management, LLC6,064$254K0.01%-8513F-HRTimeline
Advisory Alpha, LLC5,971$250K0.01%+5413F-HRTimeline
BlueStem Wealth Partners, LLC5,960$250K0.03%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,809$243K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC5,479$229K0.03%13F-HRTimeline
Columbia River Financial Group, LLC5,447$228K0.16%13F-HRTimeline
Kelman-Lazarov, Inc.5,353$224K0.04%+12013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,301$222K0.1%+6413F-HRTimeline
Avantax Planning Partners, Inc.5,251$220K0.01%-48113F-HRTimeline
Argyle Capital Partners, LLC5,233$219K0.19%13F-HRTimeline
Litman Gregory Wealth Management LLC5,152$216K0.02%-12113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,150$216K0.02%-15513F-HRTimelineGroup