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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,258,642$255M0.02%-196,33813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,467,595$59.8M0.16%-70,20413F-HRTimelineGroup
Abacus Wealth Partners, LLC1,291,976$52.6M8.04%+22,54813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,192,954$48.6M<0.01%-78,94913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,012,922$41.3M0.01%+21,99613F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP801,414$32.6M0.71%+7,11613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV679,401$27.7M0.06%+66,75413F-HRTimeline
LPL Financial LLC648,868$26.4M0.01%+11,55913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding570,901$23.3M+26,477Timeline
UBS Group AGin group UBS Group AG424,837$17.3M<0.01%+23,18213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp355,056$14.5M<0.01%-8,79913F-HRTimelineGroup
North Berkeley Wealth Management, LLC290,314$11.8M10.85%+26,72713F-HRTimeline
First Pacific Financial248,875$10.1M1.49%+5,82513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN238,931$9.73M<0.01%-70,13913F-HRTimelineGroup
Creative Planningin group Creative Planning229,861$9.36M0.01%+11,97213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP229,233$9.34M0.01%+6,70313F-HR/ATimelineGroup
FMR LLCin group FMR LLC191,263$7.79M<0.01%+73,13713F-HRTimelineGroup
WCG Wealth Advisors LLC184,566$7.52M0.49%+14,57113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,783$7.2M<0.01%+91,59913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,867$6.6M<0.01%-3,62413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP139,100$5.67M0.01%+1,23113F-HRTimelineGroup
Colorado Capital Management, Inc.138,309$5.63M2.41%-21613F-HRTimeline
Allodium Investment Consultants, LLC134,739$5.49M3.47%-7,87713F-HRTimeline
DeDora Capital, Inc.131,487$5.36M1.4%-15413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC130,284$5.31M0.01%-40,31013F-HRTimeline
Allworth Financial LP127,398$5.19M0.02%+3,25613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…107,678$4.39M0.23%-4,50313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC107,335$4.37M0.07%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,296$4.26M0.01%+17313F-HRTimeline
Palisades Hudson Asset Management, L.P.94,242$3.84M1.5%+16,98713F-HRTimeline
BSW Wealth Partners86,830$3.54M0.48%-10,78413F-HRTimeline
Cetera Investment Advisers85,630$3.49M0.01%+19,17713F-HRTimeline
Beacon Pointe Advisors, LLC82,946$3.38M0.04%+5,18213F-HRTimeline
LongView Asset Management LLC81,256$3.31M2.5%+23,36013F-HRTimeline
Cambridge Investment Research Advisors,…79,922$3.26M0.01%-27,55413F-HRTimeline
Rossby Financial, LCC77,730$3.17M1.19%-1,96813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,933$3.1M<0.01%+10,08313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,896$3.01M<0.01%-6,33213F-HRTimelineGroup
Clarity Wealth Development LLC71,876$2.93M2.92%+63613F-HRTimeline
NewEdge Advisors, LLC70,674$2.88M0.01%+10,34713F-HRTimeline
RWA WEALTH PARTNERS, LLC65,357$2.66M0.03%+4,92713F-HRTimeline
Arlington Financial Advisors, LLC59,224$2.41M0.39%+5,31113F-HRTimeline
Corundum Group, Inc.58,680$2.39M1.06%-1,82713F-HRTimeline
WHITTIER TRUST CO56,053$2.28M0.03%-2,56813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC55,742$2.27M0.1%-4,73813F-HRTimelineGroup
Dynamic Advisor Solutions LLC54,927$2.24M0.07%-11,46313F-HRTimeline
Modera Wealth Management, LLC53,161$2.17M0.03%-14813F-HRTimeline
SilverOak Wealth Management LLC53,107$2.16M0.41%+4,38113F-HRTimeline
CGC Financial Services, LLC53,073$2.16M0.73%+67313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,945$2.03M<0.01%-46113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,146$2M<0.01%+37,96213F-HRTimelineGroup
Modern Wealth Management, LLC47,120$1.92M0.05%new13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC46,408$1.89M0.04%+1,37613F-HRTimeline
XY Planning Network, Inc.46,146$1.88M0.64%+8,06713F-HRTimeline
GeoWealth Management, LLC45,828$1.87M0.07%-9,43213F-HRTimeline
Wescott Financial Advisory Group, LLC43,919$1.79M0.17%+1,56213F-HRTimeline
Vestmark Advisory Solutions, Inc.42,524$1.73M0.03%+21,50113F-HRTimeline
SageView Advisory Group, LLC40,988$1.73M0.07%-1,63813F-HRTimeline
Stonehearth Capital Management, LLC42,106$1.72M0.71%-13,36013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$1.71M<0.01%013F-HRTimelineGroup
SK Wealth Management, LLC40,297$1.69M0.73%-6,41313F-HRTimeline
VICUS CAPITAL40,288$1.64M0.14%+64113F-HRTimeline
IMPACTfolio, LLC38,264$1.56M0.74%-3,24913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,353$1.48M0.01%-2,38113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,961$1.47M0.01%+8,23713F-HRTimelineGroup
Westfuller Advisors, LLC35,048$1.43M0.81%013F-HRTimeline
Klaas Financial Asset Advisors, LLC33,441$1.36M0.22%+2,29413F-HRTimeline
Pioneer Wealth Management Group32,322$1.32M0.49%+2,66613F-HRTimeline
HARBOUR INVESTMENTS, INC.32,021$1.3M0.03%+73113F-HRTimeline
Stewardship Advisors, LLC31,316$1.28M0.32%-14313F-HRTimeline
HighTower Advisors, LLC31,128$1.27M<0.01%-17,74113F-HRTimeline
Revolve Wealth Partners, LLC30,786$1.25M0.16%+36213F-HRTimeline
WealthShield Partners, LLC30,177$1.23M0.15%-4,61913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,407$1.16M<0.01%+11,87313F-HRTimelineGroup
Midwest Trust Co27,685$1.13M0.02%13F-HRTimeline
Mariner, LLCin group Mariner, LLC24,535$1000K<0.01%-1,02213F-HRTimelineGroup
Brio Consultants, LLC23,633$963K0.14%-19,55313F-HRTimeline
Neumann Capital Management, LLC22,959$935K0.29%+20013F-HRTimeline
Advisory Services Network, LLC22,651$931K0.01%-8513F-HRTimeline
Addison Advisors LLC22,565$919K0.23%013F-HRTimeline
Equita Financial Network, Inc.21,301$868K0.35%-5,94013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,923$852K0.01%+54413F-HRTimelineGroup
One Capital Management, LLC20,914$852K0.03%-1,68313F-HRTimeline
UMB Bank, n.a.20,640$841K0.01%+1,42913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,464$831K<0.01%+1,67313F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC20,299$827K0.15%+1,50813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,904$811K<0.01%-10,40913F-HRTimeline
Diversified Enterprises, LLC19,867$809K0.06%+4,64713F-HRTimeline
SGL Investment Advisors, Inc.19,025$794K0.38%+65613F-HRTimeline
Silver Oak Advisory Group, Inc.19,159$780K0.38%+2,98613F-HRTimeline
Freedom Investment Management, Inc.18,879$769K0.06%-2,00413F-HRTimeline
Painted Porch Advisors LLC18,700$762K0.31%+54913F-HRTimeline
RVW Wealth, LLC18,548$756K0.06%-37313F-HRTimeline
RTD Financial Advisors, Inc.18,158$740K0.09%+89513F-HRTimeline
Legacy Edge Advisors, LLC18,063$736K0.1%+3,32413F-HRTimeline
Mutual Advisors, LLC16,624$703K0.02%-74813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,799$684K<0.01%+93013F-HRTimelineGroup
BOKF, NAin group BOKF, NA16,102$656K0.01%+20213F-HRTimelineGroup
Betterment LLC16,037$653K<0.01%+2,34713F-HRTimeline
Evolution Advisers, Inc.15,955$650K0.32%+9913F-HRTimeline
MML INVESTORS SERVICES, LLC15,502$632K<0.01%-65813F-HRTimeline
TriaGen Wealth Management LLC15,320$624K0.19%+2813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,233$621K0.01%+76413F-HRTimelineGroup
White Lighthouse Investment Management …15,179$618K0.1%+87013F-HRTimeline
Laurel Wealth Planning LLC15,026$612K0.35%-2,10213F-HRTimeline
Bragg Financial Advisors, Inc14,678$598K0.02%+1,04413F-HRTimeline
Cresset Asset Management, LLC14,409$587K<0.01%013F-HR/ATimeline
&PARTNERS14,214$579K<0.01%-38313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,176$578K<0.01%-5,35713F-HR/ATimelineGroup
Shotwell Rutter Baer Inc13,130$552K0.38%+30013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,293$542K<0.01%-45,56513F-HR/ATimelineGroup
Destination Wealth Management13,229$539K0.02%+56913F-HRTimeline
Evergreen Private Wealth LLC13,154$536K0.22%-2,12913F-HRTimeline
Sage Advisory Services, Ltd.Co.13,094$533K0.29%+80713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,596$513K<0.01%+78713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,561$512K<0.01%+9,83813F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,471$508K<0.01%-1,73113F-HR/ATimeline
Tradition Wealth Management, LLC12,399$505K0.04%-1,04013F-HRTimeline
Bensler, LLC12,249$499K0.06%+1,37613F-HRTimeline
Morangie Management LLC12,089$493K0.43%013F-HRTimeline
D.A. DAVIDSON & CO.11,457$467K<0.01%+1,41813F-HRTimeline
McNamara Financial Services, Inc.11,383$464K0.09%+1,69213F-HRTimeline
Capasso Planning Partners LLC11,208$457K0.26%+57713F-HRTimeline
CX Institutional10,909$444K0.02%-58113F-HR/ATimeline
Relyea Zuckerberg Hanson LLC10,820$441K0.05%-9,06213F-HRTimeline
Pacific Sun Financial Corp10,586$431K0.23%-60013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,569$431K<0.01%+59613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,435$425K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC10,377$423K<0.01%-29513F-HRTimeline
Carr Financial Group Corp10,115$412K0.12%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,088$411K<0.01%-5,95013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,043$409K0.05%013F-HRTimeline
Ipsen Advisor Group LLC9,929$405K0.31%-19913F-HRTimeline
Perigon Wealth Management, LLC9,792$399K0.01%+3,44413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,747$397K<0.01%-7,15413F-HRTimelineGroup
Schneider Downs Wealth Management Advis…9,735$397K0.06%-4,61013F-HRTimeline
New Insight Wealth Advisors9,678$394K0.16%-62413F-HRTimeline
Balanced Rock Investment Advisors LLC9,572$390K0.31%-4,06113F-HRTimeline
Chicago Partners Investment Group LLC9,173$389K0.01%-24213F-HRTimeline
LexAurum Advisors, LLC9,459$385K0.06%+71713F-HRTimeline
Private Advisor Group, LLC9,435$384K<0.01%-61113F-HRTimeline
McClarren Financial Advisors, Inc.9,401$383K0.25%+5,48313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,122$372K<0.01%+96013F-HRTimelineGroup
Resonant Capital Advisors, LLC8,966$365K0.02%013F-HRTimeline
Falcon Wealth Planning8,952$365K0.04%+1,20413F-HRTimeline
Acropolis Investment Management, LLC8,700$354K0.02%013F-HRTimeline
VestGen Advisors, LLC8,526$351K0.01%-36913F-HRTimeline
NATURAL INVESTMENTS, LLC8,545$348K0.09%+58713F-HRTimeline
Family Office Research LLC8,357$340K0.16%013F-HRTimeline
Bond & Devick Financial Network, Inc.8,262$337K0.11%013F-HRTimeline
Stordahl Capital Management, Inc.8,085$329K0.07%+5813F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV8,042$328K0.07%+46213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,878$321K0.01%+10413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,859$320K0.01%+2,23813F-HRTimelineGroup
Values Added Financial LLC7,609$310K0.15%+2,24013F-HRTimeline
Harrington Investments, INC7,504$306K0.16%013F-HRTimeline
Per Stirling Capital Management, LLC.7,334$299K0.04%+25213F-HRTimeline
EP Wealth Advisors, LLC7,318$298K<0.01%-12813F-HRTimeline
PFG Investments, LLC7,251$295K0.02%-1,16113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,248$294K0.2%-1,25913F-HRTimeline
SAGE FINANCIAL GROUP INC7,126$290K0.02%013F-HRTimeline
Smart Portfolios, LLC7,124$290K0.29%+8313F-HRTimeline
Blue Barn Wealth, LLC7,059$288K0.14%-113F-HRTimeline
SOA Wealth Advisors, LLC.7,023$286K0.05%013F-HRTimeline
PFG Advisors6,976$284K0.01%-22213F-HRTimeline
Integrated Wealth Concepts LLC6,884$280K<0.01%+1,22513F-HRTimeline
Sandbox Financial Partners, LLC6,681$272K0.09%-27413F-HRTimeline
Financial Insights, Inc.6,594$269K0.1%-3,86113F-HRTimeline
Harbor Asset Planning, Inc.6,593$269K0.26%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,576$268K<0.01%-81013F-HRTimelineGroup
Curtis Advisory Group, LLC6,427$262K0.07%013F-HRTimeline
Trust Co6,346$259K0.03%-20613F-HRTimeline
McAdam, LLC6,095$248K0.01%+37213F-HRTimeline
MAI Capital Management6,035$246K<0.01%-18213F-HRTimeline
Advisory Alpha, LLC5,995$244K0.01%+2413F-HRTimeline
Qube Research & Technologies Ltd5,988$244K<0.01%new13F-HRTimeline
Columbia River Financial Group, LLC5,925$243K0.16%+53513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,825$237K0.1%+40613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,809$237K0.03%013F-HRTimeline
Good Life Advisors, LLC5,808$237K0.01%+21513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,671$231K0.01%new13F-HRTimelineGroup
BlueStem Wealth Partners, LLC5,640$230K0.03%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,580$227K0.01%-2,64313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,469$223K0.06%013F-HRTimelineGroup
Petros Family Wealth, LLC5,332$217K0.2%new13F-HRTimeline
Farther Finance Advisors, LLC5,288$215K<0.01%+2,47313F-HRTimeline
Stonebridge Financial Group, LLC5,288$215K0.02%013F-HRTimeline
Larson Financial Group LLC5,163$210K0.01%-2,59113F-HRTimeline
CWC Advisors, LLC.5,155$210K0.11%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,150$210K0.02%new13F-HRTimelineGroup
Argyle Capital Partners, LLC5,140$209K0.17%new13F-HRTimeline
Kelman-Lazarov, Inc.4,995$203K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC4,190$171K0.03%-1,10213F-HRTimeline
PRIVATE TRUST CO NA3,886$158K0.02%-73913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,845$157K<0.01%-21,32713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,705$151K<0.01%-1813F-HRTimelineGroup
Manchester Capital Management LLC3,203$130K0.02%013F-HRTimeline
McIlrath & Eck, LLC3,139$128K0.01%-15513F-HRTimeline
Greykasell Wealth Strategies, Inc.2,966$121K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…2,302$93.8K<0.01%-21313F-HRTimeline