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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,454,980$247M0.02%-462,77913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,537,799$59M0.18%-10,65613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,271,903$48.8M<0.01%+29,12213F-HRTimelineGroup
Abacus Wealth Partners, LLC1,269,428$48.7M7.32%+49,32513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA990,926$38M0.01%+19,78013F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP794,298$30.5M0.76%+12,86813F-HRTimeline
LPL Financial LLC637,309$24.4M0.01%-44,69613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV612,647$23.5M0.05%+35,59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding544,424$20.9M-27,792Timeline
UBS Group AGin group UBS Group AG401,655$15.4M<0.01%-10,89913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp363,855$14M<0.01%+69,45913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN309,070$11.8M<0.01%+30,78513F-HRTimelineGroup
North Berkeley Wealth Management, LLC263,587$10.1M10.52%+17,25313F-HRTimeline
First Pacific Financial243,050$9.32M1.89%+4,62913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP222,530$8.53M0.01%+15,20713F-HRTimelineGroup
Creative Planningin group Creative Planning217,889$8.35M0.01%+19,80113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC170,594$6.54M0.01%+19,16413F-HRTimeline
WCG Wealth Advisors LLC169,995$6.52M0.5%-5,75913F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC165,491$6.35M<0.01%-6,79613F-HRTimelineGroup
Allodium Investment Consultants, LLC142,616$5.47M4.04%+31,24813F-HRTimeline
Colorado Capital Management, Inc.138,525$5.31M2.47%-2,77213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,869$5.29M0.01%-2,50613F-HRTimelineGroup
DeDora Capital, Inc.131,641$5.05M1.45%+37,38013F-HRTimeline
Allworth Financial LP124,142$4.61M0.03%-8,08913F-HRTimeline
FMR LLCin group FMR LLC118,126$4.53M<0.01%+63,92813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…112,181$4.3M0.17%-5,70913F-HRTimelineGroup
Cambridge Investment Research Advisors,…107,476$4.12M0.01%-82113F-HRTimeline
Cable Hill Partners, LLC107,029$4M0.39%+2,77013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,123$3.88M0.01%-3,13213F-HRTimeline
BSW Wealth Partners97,614$3.74M0.57%-8,71113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,184$3.27M<0.01%-5,75513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,228$3.08M<0.01%+11,34313F-HRTimelineGroup
Beacon Pointe Advisors, LLC77,764$2.98M0.03%+19,74613F-HRTimeline
Palisades Hudson Asset Management, L.P.77,255$2.96M1.34%+4,35113F-HRTimeline
Rossby Financial, LCC79,698$2.96M1.28%+6,60613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…58,858$2.69M0.01%-62,00113F-HR/ATimelineGroup
Clarity Wealth Development LLC71,240$2.66M2.97%-1,75513F-HRTimeline
Cetera Investment Advisers66,453$2.55M<0.01%-27,24613F-HRTimeline
Dynamic Advisor Solutions LLC66,390$2.55M0.08%-34,62413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,850$2.53M<0.01%+9,31813F-HR/ATimelineGroup
Financial Connections Group, Inc.95,002$2.35M1.06%+84,85813F-HRTimeline
Corundum Group, Inc.60,507$2.32M1.11%+22713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC60,480$2.32M0.11%+12,17613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC60,430$2.32M0.03%-2,56513F-HRTimeline
NewEdge Advisors, LLC60,327$2.31M0.01%-2,80213F-HRTimeline
WHITTIER TRUST CO58,621$2.25M0.03%+1,44113F-HRTimeline
LongView Asset Management LLC57,896$2.22M1.9%+12,32713F-HRTimeline
Stonehearth Capital Management, LLC55,466$2.13M0.88%-84813F-HRTimeline
GeoWealth Management, LLC55,260$2.12M0.09%-16,95213F-HRTimeline
Arlington Financial Advisors, LLC53,913$2.07M0.36%-49413F-HRTimeline
Modera Wealth Management, LLC53,309$2.04M0.03%-4513F-HRTimeline
CGC Financial Services, LLC52,400$2.01M0.79%+98513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,406$1.93M<0.01%-46,00013F-HRTimelineGroup
HighTower Advisors, LLC48,869$1.87M<0.01%+1,38613F-HRTimeline
SilverOak Wealth Management LLC48,726$1.87M0.4%+28013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC45,032$1.73M0.04%-12713F-HRTimeline
Brio Consultants, LLC43,186$1.66M0.26%-1,06813F-HR/ATimeline
SK Wealth Management, LLC46,710$1.63M0.88%-3,55813F-HRTimeline
SageView Advisory Group, LLC42,626$1.63M0.07%-24,77813F-HRTimeline
Wescott Financial Advisory Group, LLC42,357$1.62M0.17%+1,09613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$1.61M<0.01%013F-HRTimelineGroup
IMPACTfolio, LLC41,513$1.59M0.84%-7,94713F-HRTimeline
VICUS CAPITAL39,647$1.52M0.14%-72313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,734$1.49M0.01%-49213F-HRTimelineGroup
XY Planning Network, Inc.38,079$1.46M0.97%-18613F-HRTimeline
Westfuller Advisors, LLC35,048$1.34M0.9%+1,16013F-HRTimeline
WealthShield Partners, LLC34,796$1.33M0.17%+18513F-HRTimeline
Atria Wealth Solutions, Inc.33,271$1.28M0.02%+56813F-HRTimeline
Stewardship Advisors, LLC31,459$1.21M0.33%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.31,290$1.2M0.03%-44813F-HRTimeline
Klaas Financial Asset Advisors, LLC31,147$1.19M0.21%+4,17513F-HRTimeline
Revolve Wealth Partners, LLC30,424$1.17M0.17%+3,15413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,313$1.16M<0.01%new13F-HRTimeline
Pioneer Wealth Management Group29,656$1.14M0.49%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,724$1.06M<0.01%013F-HRTimelineGroup
FINANCIAL COUNSELORS INC27,685$1.06M0.02%new13F-HRTimeline
Equita Financial Network, Inc.27,241$1.04M0.36%+2,34013F-HRTimeline
Mariner, LLCin group Mariner, LLC25,557$980K<0.01%-23,01913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,172$965K0.03%+18,20813F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC23,181$889K0.26%+96713F-HRTimeline
Neumann Capital Management, LLC22,759$873K0.3%+97513F-HRTimeline
Advisory Services Network, LLC22,736$872K0.02%+14,67413F-HRTimeline
One Capital Management, LLC22,597$866K0.03%+5,35013F-HRTimeline
Addison Advisors LLC22,565$865K0.24%013F-HRTimeline
Vestmark Advisory Solutions, Inc.21,023$806K0.02%+7413F-HRTimeline
Freedom Investment Management, Inc.20,883$801K0.07%+2,98813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,379$781K0.01%-40013F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC19,882$762K0.1%-38913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,533$749K0.01%013F-HR/ATimelineGroup
UMB Bank, n.a.19,211$737K0.01%-6,54713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RVW Wealth, LLC18,921$725K0.07%-4,93213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,791$721K<0.01%-5,54713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC18,791$720K0.15%-96713F-HRTimeline
SGL Investment Advisors, Inc.18,369$715K0.37%+1,38113F-HRTimeline
Painted Porch Advisors LLC18,151$696K0.29%+1,01413F-HRTimeline
RTD Financial Advisors, Inc.17,263$662K0.09%+69413F-HRTimeline
Laurel Wealth Planning LLC17,128$657K0.44%-2,56413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,901$648K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC17,372$645K0.02%+4,84313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,534$634K<0.01%-4913F-HR/ATimelineGroup
Silver Oak Advisory Group, Inc.16,173$620K0.33%-23213F-HRTimeline
MML INVESTORS SERVICES, LLC16,160$620K<0.01%+6,41313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,038$615K<0.01%-64113F-HRTimeline
BOKF, NAin group BOKF, NA15,900$610K0.01%+71213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,869$608K<0.01%-15313F-HRTimelineGroup
Evolution Advisers, Inc.15,856$607K0.32%+44513F-HRTimeline
TriaGen Wealth Management LLC15,292$586K0.21%+2013F-HRTimeline
Evergreen Private Wealth LLC15,283$586K0.27%+1313F-HRTimeline
Diversified Enterprises, LLC15,220$584K0.05%+3,14613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,764$566K<0.01%new13F-HR/ATimelineGroup
Legacy Edge Advisors, LLC14,739$565K0.09%+2,29213F-HRTimeline
&PARTNERS14,597$562K0.01%+57713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,469$555K0.01%+713F-HRTimelineGroup
Cresset Asset Management, LLC14,409$552K<0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…14,345$550K0.1%+99313F-HRTimeline
White Lighthouse Investment Management …14,309$549K0.1%+2,31713F-HRTimeline
Orion Porfolio Solutions, LLC14,202$545K0.01%-1,56813F-HRTimeline
Orion Portfolio Solutions, LLC14,202$545K0.01%-1,56813F-HR/ATimeline
Dodds Wealth, LLC13,758$527K0.17%+73313F-HRTimeline
Betterment LLC13,690$525K<0.01%-1,05413F-HRTimeline
Bragg Financial Advisors, Inc13,634$523K0.02%+65713F-HRTimeline
Balanced Rock Investment Advisors LLC13,633$523K0.42%-51813F-HRTimeline
Tradition Wealth Management, LLC13,439$515K0.05%+1,76413F-HRTimeline
Destination Wealth Management12,660$485K0.02%-3,07513F-HRTimeline
Sage Advisory Services, Ltd.Co.12,287$471K0.28%013F-HRTimeline
Morangie Management LLC12,089$463K0.45%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,809$453K<0.01%-29613F-HRTimelineGroup
Shotwell Rutter Baer Inc12,830$446K0.39%+76813F-HRTimeline
CX Institutional11,490$441K0.02%+56513F-HRTimeline
Sound Stewardship, LLC11,377$436K0.25%013F-HRTimeline
Pacific Sun Financial Corp11,186$429K0.24%-35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,184$429K<0.01%-3,62313F-HRTimelineGroup
Bensler, LLC10,873$417K0.05%-14813F-HRTimeline
Merit Financial Group, LLC10,672$409K0.01%-5,27913F-HRTimeline
Capasso Planning Partners LLC10,631$408K0.17%-65113F-HRTimeline
Scott Capital Advisors, LLC10,587$406K0.12%-11,67713F-HRTimeline
Financial Insights, Inc.10,455$401K0.16%-47013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,435$400K<0.01%013F-HRTimelineGroup
New Insight Wealth Advisors10,302$395K0.18%-23513F-HRTimeline
Ipsen Advisor Group LLC10,128$388K0.33%-15713F-HRTimeline
Carr Financial Group Corp10,115$388K0.13%013F-HRTimeline
Private Advisor Group, LLC10,046$385K<0.01%+1,91713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,043$385K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.10,039$385K<0.01%-26213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,973$382K<0.01%+44013F-HRTimelineGroup
McNamara Financial Services, Inc.9,691$372K0.08%+1,78213F-HRTimeline
Chicago Partners Investment Group LLC9,415$360K0.01%-80113F-HRTimeline
McClarren Financial Advisors, Inc.3,918$350K0.23%-5,05613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,076$348K0.02%+24913F-HRTimeline
Resonant Capital Advisors, LLC8,966$344K0.02%013F-HRTimeline
VestGen Advisors, LLC8,895$341K0.02%13F-HRTimeline
Adero Partners, LLC8,824$338K0.02%013F-HRTimeline
LexAurum Advisors, LLC8,742$335K0.06%+46413F-HRTimeline
Acropolis Investment Management, LLC8,700$334K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,507$326K0.22%-1,68913F-HRTimeline
PFG Investments, LLC8,412$323K0.02%+91213F-HRTimeline
Family Office Research LLC8,357$320K0.16%013F-HRTimeline
Bond & Devick Financial Network, Inc.8,262$317K0.11%-77513F-HRTimeline
SAX WEALTH ADVISORS, LLC8,223$315K0.02%-1,08313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,162$313K<0.01%-54813F-HRTimelineGroup
Stordahl Capital Management, Inc.8,027$308K0.07%+6313F-HRTimeline
NATURAL INVESTMENTS, LLC7,958$305K0.09%-1,12313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,774$298K0.01%-28613F-HRTimeline
Larson Financial Group LLC7,754$297K0.01%-1,49613F-HRTimeline
Capital Advantage, Inc.7,096$297K0.05%013F-HRTimeline
Falcon Wealth Planning7,748$297K0.03%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,580$291K0.06%+19213F-HRTimeline
Harrington Investments, INC7,504$288K0.16%-25013F-HRTimeline
EP Wealth Advisors, LLC7,446$285K<0.01%+12213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,386$283K<0.01%-71413F-HRTimelineGroup
Estate Counselors, LLC7,270$279K0.03%+1,00513F-HRTimeline
PFG Advisors7,198$276K0.02%+1,09913F-HRTimeline
SAGE FINANCIAL GROUP INC7,126$273K0.02%013F-HRTimeline
Per Stirling Capital Management, LLC.7,082$272K0.04%-1,53713F-HRTimeline
Blue Barn Wealth, LLC7,060$271K0.14%-41913F-HRTimeline
Smart Portfolios, LLC7,041$270K0.29%+38913F-HRTimeline
SOA Wealth Advisors, LLC.7,023$269K0.06%013F-HRTimeline
Sandbox Financial Partners, LLC6,955$267K0.09%-5,81213F-HRTimeline
SigFig Wealth Management, LLC6,867$264K0.01%+80313F-HRTimeline
Trust Co6,552$251K0.03%+11113F-HRTimeline
Curtis Advisory Group, LLC6,427$246K0.07%013F-HRTimeline
Perigon Wealth Management, LLC6,348$243K0.01%-89013F-HRTimeline
MAI Capital Management6,217$238K<0.01%013F-HRTimeline
Advisory Alpha, LLC5,971$229K0.01%013F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,809$223K0.03%013F-HRTimeline
McAdam, LLC5,723$219K0.01%+89413F-HRTimeline
Integrated Wealth Concepts LLC5,659$217K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,621$215K<0.01%+56613F-HRTimelineGroup
Good Life Advisors, LLC5,593$214K0.02%-2,22413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,469$210K0.05%-1,70413F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,419$208K0.1%+11813F-HRTimeline
Columbia River Financial Group, LLC5,390$206K0.14%-5713F-HRTimeline
Values Added Financial LLC5,369$206K0.11%-99313F-HRTimeline
Glen Eagle Advisors, LLC5,292$203K0.03%-2,85013F-HRTimeline
Stonebridge Financial Group, LLC5,288$203K0.02%-19113F-HRTimeline
Avantax Planning Partners, Inc.5,241$201K0.01%-1013F-HRTimeline
ABOUND FINANCIAL, LLC5,080$195K0.1%-98313F-HRTimeline
PRIVATE TRUST CO NA4,625$177K0.02%013F-HRTimeline
Millstone Evans Group, LLC4,536$174K0.12%013F-HRTimeline
Continuum Advisory, LLC3,905$150K0.02%-613F-HRTimeline