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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,280,149$277M0.02%+21,50713F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,495,268$65.9M0.16%+27,67313F-HRTimelineGroup
Abacus Wealth Partners, LLC1,345,941$59.4M8.54%+53,96513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,184,440$52.2M0.09%+505,03913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,124,859$49.6M<0.01%-68,09513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA994,769$43.9M0.01%-18,15313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP796,192$35.1M0.72%-5,22213F-HRTimeline
LPL Financial LLC625,326$27.6M0.01%-23,54213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp355,169$15.7M<0.01%+11313F-HRTimelineGroup
UBS Group AGin group UBS Group AG342,481$15.1M<0.01%-82,35613F-HRTimelineGroup
North Berkeley Wealth Management, LLC286,338$12.6M9.96%-3,97613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP258,174$11.4M0.02%+28,94113F-HRTimelineGroup
First Pacific Financial255,519$11.3M1.57%+6,64413F-HRTimeline
Creative Planningin group Creative Planning221,117$9.75M0.01%-8,74413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,185$9.31M<0.01%+34,40213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC199,206$8.79M0.12%+91,87113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN196,081$8.65M<0.01%-42,85013F-HRTimelineGroup
FMR LLCin group FMR LLC190,312$8.39M<0.01%-95113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC148,064$6.52M<0.01%-13,80313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP140,429$6.19M0.01%+1,32913F-HRTimelineGroup
Allodium Investment Consultants, LLC138,695$6.12M3.45%+3,95613F-HRTimeline
Allworth Financial LP137,681$6.07M0.03%+10,28313F-HRTimeline
Colorado Capital Management, Inc.133,180$5.87M2.27%-5,12913F-HRTimeline
DeDora Capital, Inc.131,605$5.8M1.4%+11813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,473$5.62M0.01%-2,81113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding115,164$5.08M-455,737Timeline
Cetera Investment Advisers99,519$4.39M0.01%+13,88913F-HRTimeline
Palisades Hudson Asset Management, L.P.98,976$4.37M1.58%+4,73413F-HRTimeline
Beacon Pointe Advisors, LLC98,788$4.36M0.04%+15,84213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,067$4.29M0.01%-4,22913F-HRTimeline
LongView Asset Management LLC93,518$4.12M2.85%+12,26213F-HRTimeline
BSW Wealth Partners84,525$3.73M0.46%-2,30513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,310$3.59M0.01%+31,36513F-HRTimelineGroup
Rossby Financial, LCC79,400$3.52M1.17%+1,67013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,694$3.51M<0.01%+3,76113F-HRTimelineGroup
Cambridge Investment Research Advisors,…76,105$3.36M0.01%-3,81713F-HRTimeline
Clarity Wealth Development LLC70,593$3.19M2.88%-1,28313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,587$3.16M<0.01%-2,30913F-HR/ATimelineGroup
NewEdge Advisors, LLC69,483$3.06M0.01%-1,19113F-HRTimeline
RWA WEALTH PARTNERS, LLC65,261$2.88M0.03%-9613F-HRTimeline
Arlington Financial Advisors, LLC59,006$2.6M0.38%-21813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC58,815$2.59M0.1%+3,07313F-HRTimelineGroup
Corundum Group, Inc.57,666$2.54M1.04%-1,01413F-HRTimeline
WHITTIER TRUST CO56,080$2.5M0.03%+2713F-HRTimeline
SilverOak Wealth Management LLC54,935$2.42M0.41%+1,82813F-HRTimeline
Dynamic Advisor Solutions LLC52,256$2.3M0.07%-2,67113F-HRTimeline
Modera Wealth Management, LLC52,144$2.3M0.03%-1,01713F-HRTimeline
Wescott Financial Advisory Group, LLC50,899$2.24M0.2%+6,98013F-HRTimeline
Modern Wealth Management, LLC47,120$2.08M0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC45,266$2.02M0.04%-1,14213F-HRTimeline
WCG Wealth Advisors LLC42,991$1.9M0.12%-141,57513F-HRTimeline
IMPACTfolio, LLC42,971$1.9M0.82%+4,70713F-HRTimeline
XY Planning Network, Inc.46,146$1.88M0.64%013F-HRTimeline
Stonehearth Capital Management, LLC42,046$1.85M0.72%-6013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$1.85M<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC40,907$1.8M0.06%-8113F-HRTimeline
GeoWealth Management, LLC40,315$1.78M0.06%-5,51313F-HRTimeline
SK Wealth Management, LLC36,433$1.61M0.6%-3,86413F-HRTimeline
Westfuller Advisors, LLC36,285$1.6M0.73%+1,23713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,961$1.59M0.01%013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC34,772$1.53M0.23%+1,33113F-HRTimeline
Pioneer Wealth Management Group32,242$1.42M0.46%-8013F-HRTimeline
Revolve Wealth Partners, LLC31,525$1.39M0.17%+73913F-HRTimeline
Stewardship Advisors, LLC31,129$1.37M0.32%-18713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,346$1.34M0.01%-6,00713F-HRTimelineGroup
WealthShield Partners, LLC30,267$1.33M0.15%+9013F-HRTimeline
HighTower Advisors, LLC30,265$1.33M<0.01%-86313F-HRTimeline
HARBOUR INVESTMENTS, INC.30,090$1.33M0.03%-1,93113F-HRTimeline
VICUS CAPITAL27,219$1.2M0.09%-13,06913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,116$1.11M<0.01%-3,29113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,110$1.06M<0.01%-42513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC23,487$1.04M0.16%+3,18813F-HRTimeline
Neumann Capital Management, LLC23,269$1.03M0.3%+31013F-HRTimeline
Addison Advisors LLC22,565$995K0.23%013F-HRTimeline
Advisory Services Network, LLC22,427$989K0.01%-22413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,512$981K<0.01%+2,04813F-HRTimelineGroup
Brio Consultants, LLC21,723$958K0.13%-1,91013F-HRTimeline
Betterment LLC21,658$955K<0.01%+5,62113F-HRTimeline
Vestmark Advisory Solutions, Inc.21,293$939K0.02%-21,23113F-HRTimeline
Equita Financial Network, Inc.21,012$927K0.31%-28913F-HRTimeline
UMB Bank, n.a.20,998$926K0.01%+35813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,813$918K0.01%-11013F-HRTimelineGroup
Diversified Enterprises, LLC20,605$909K0.06%+73813F-HRTimeline
One Capital Management, LLC19,995$882K0.03%-91913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,904$878K<0.01%013F-HRTimeline
SGL Investment Advisors, Inc.19,812$878K0.37%+78713F-HRTimeline
Legacy Edge Advisors, LLC19,675$868K0.1%+1,61213F-HRTimeline
RTD Financial Advisors, Inc.19,195$847K0.1%+1,03713F-HRTimeline
Silver Oak Advisory Group, Inc.18,604$820K0.37%-55513F-HRTimeline
RVW Wealth, LLC18,504$816K0.06%-4413F-HRTimeline
Midwest Trust Co16,700$736K0.01%-10,98513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,600$732K<0.01%-19913F-HRTimelineGroup
Mutual Advisors, LLC16,225$727K0.02%-39913F-HRTimeline
Painted Porch Advisors LLC16,234$716K0.27%-2,46613F-HRTimeline
Evolution Advisers, Inc.15,985$708K0.32%+3013F-HRTimeline
BOKF, NAin group BOKF, NA15,710$693K0.01%-39213F-HRTimelineGroup
TriaGen Wealth Management LLC15,320$676K0.18%013F-HRTimeline
Bragg Financial Advisors, Inc14,980$661K0.02%+30213F-HRTimeline
Shotwell Rutter Baer Inc14,577$650K0.42%+1,44713F-HRTimeline
Laurel Wealth Planning LLC14,719$649K0.34%-30713F-HRTimeline
Cresset Asset Management, LLC14,409$635K<0.01%013F-HR/ATimeline
White Lighthouse Investment Management …14,129$623K0.09%-1,05013F-HRTimeline
&PARTNERS14,127$623K<0.01%-8713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,083$621K0.01%-1,15013F-HRTimelineGroup
CX Institutional13,607$600K0.02%+2,69813F-HRTimeline
Destination Wealth Management13,229$583K0.02%013F-HRTimeline
Sage Advisory Services, Ltd.Co.12,969$572K0.3%-12513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,716$561K<0.01%-1,46013F-HR/ATimelineGroup
Freedom Investment Management, Inc.12,579$555K0.15%-6,30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,481$550K<0.01%-11513F-HRTimelineGroup
Tradition Wealth Management, LLC12,376$546K0.04%-2313F-HRTimeline
Orion Porfolio Solutions, LLC12,351$545K<0.01%-12013F-HRTimeline
Evergreen Private Wealth LLC12,230$539K0.22%-92413F-HRTimeline
Bensler, LLC12,176$537K0.06%-7313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,068$532K<0.01%+1,49913F-HRTimelineGroup
McNamara Financial Services, Inc.11,383$502K0.09%013F-HRTimeline
D.A. DAVIDSON & CO.11,330$500K<0.01%-12713F-HRTimeline
Falcon Wealth Planning11,255$496K0.04%+2,30313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,119$490K<0.01%+4,54313F-HRTimelineGroup
VestGen Advisors, LLC10,992$485K0.02%+2,46613F-HRTimeline
Relyea Zuckerberg Hanson LLC10,820$477K0.05%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,435$460K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp10,246$452K0.22%-34013F-HRTimeline
Schneider Downs Wealth Management Advis…10,198$450K0.05%+46313F-HRTimeline
Carr Financial Group Corp10,115$446K0.12%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,092$445K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC10,084$445K<0.01%+64913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,043$443K0.04%013F-HRTimeline
Capasso Planning Partners LLC9,959$439K0.27%-1,24913F-HRTimeline
LexAurum Advisors, LLC9,878$436K0.06%+41913F-HRTimeline
Chicago Partners Investment Group LLC9,173$415K0.01%013F-HRTimeline
Ipsen Advisor Group LLC9,220$407K0.29%-70913F-HRTimeline
Balanced Rock Investment Advisors LLC9,113$402K0.29%-45913F-HRTimeline
McClarren Financial Advisors, Inc.4,426$398K0.24%-4,97513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV8,978$398K0.08%+93613F-HRTimeline
Resonant Capital Advisors, LLC8,969$396K0.02%+313F-HRTimeline
Merit Financial Group, LLC8,960$395K<0.01%-1,41713F-HR/ATimeline
New Insight Wealth Advisors8,802$388K0.15%-87613F-HRTimeline
CGC Financial Services, LLC8,644$381K0.11%-44,42913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,580$378K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC8,517$376K0.01%-1,27513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,353$368K0.01%+47513F-HRTimeline
MML INVESTORS SERVICES, LLC8,288$365K<0.01%-7,21413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,268$365K0.01%+40913F-HRTimelineGroup
Integrated Wealth Concepts LLC8,225$363K<0.01%+1,34113F-HRTimeline
MAI Capital Management8,222$363K<0.01%+2,18713F-HRTimeline
Stordahl Capital Management, Inc.8,221$363K0.08%+13613F-HRTimeline
Acropolis Investment Management, LLC8,700$354K0.02%013F-HRTimeline
WEST BANCORPORATION INC7,986$352K0.2%new13F-HRTimeline
Curtis Advisory Group, LLC7,870$347K0.08%+1,44313F-HRTimeline
Bond & Devick Financial Network, Inc.7,802$344K0.1%-46013F-HRTimeline
Values Added Financial LLC7,609$336K0.15%013F-HRTimeline
Harrington Investments, INC7,504$331K0.17%013F-HRTimeline
PFG Investments, LLC7,355$324K0.02%+10413F-HRTimeline
Per Stirling Capital Management, LLC.7,334$323K0.04%013F-HRTimeline
PFG Advisors7,299$322K0.01%+32313F-HRTimeline
Smart Portfolios, LLC7,193$317K0.31%+6913F-HRTimeline
SAGE FINANCIAL GROUP INC7,126$314K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,137$314K0.2%-11113F-HRTimeline
Blue Barn Wealth, LLC7,059$311K0.14%013F-HRTimeline
SOA Wealth Advisors, LLC.6,998$309K0.05%-2513F-HRTimeline
Trust Co6,980$308K0.03%+63413F-HRTimeline
Financial Insights, Inc.6,659$294K0.1%+6513F-HRTimeline
Kelman-Lazarov, Inc.6,097$269K0.04%+1,10213F-HRTimeline
Advisory Alpha, LLC6,027$268K0.01%+3213F-HRTimeline
Columbia River Financial Group, LLC5,925$262K0.16%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,736$253K0.08%+26713F-HRTimelineGroup
McAdam, LLC5,620$248K0.01%-47513F-HRTimeline
Capital Advantage, Inc.5,454$241K0.04%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,384$237K0.03%-42513F-HRTimeline
Stonebridge Financial Group, LLC5,288$233K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC5,275$233K0.06%new13F-HRTimeline
Larson Financial Group LLC5,237$231K0.01%+7413F-HRTimeline
SAX WEALTH ADVISORS, LLC5,236$231K0.01%-34413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,191$229K<0.01%-43,95513F-HRTimelineGroup
CWC Advisors, LLC.5,155$227K0.11%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,150$227K0.02%013F-HRTimelineGroup
Argyle Capital Partners, LLC5,140$227K0.16%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,046$223K<0.01%-8,24713F-HRTimelineGroup
Farther Finance Advisors, LLC4,926$217K<0.01%-36213F-HRTimeline
Family Office Research LLC4,904$216K0.09%-3,45313F-HRTimeline
Collaborative Wealth Managment Inc.4,871$215K0.09%new13F-HRTimeline
Petros Family Wealth, LLC4,752$210K0.18%-58013F-HRTimeline
BlueStem Wealth Partners, LLC4,736$209K0.02%-90413F-HRTimeline
Sage Mountain Advisors LLC4,725$208K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,719$208K<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,683$207K0.01%new13F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,700$207K0.08%-1,12513F-HRTimeline
ABOUND FINANCIAL, LLC4,687$207K0.08%new13F-HRTimeline
Qube Research & Technologies Ltd4,648$205K<0.01%-1,34013F-HRTimeline
Family Investment Center, Inc.4,569$202K0.04%new13F-HRTimeline
Harbor Asset Planning, Inc.3,993$176K0.16%-2,60013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,218$142K<0.01%-48713F-HRTimelineGroup
Manchester Capital Management LLC3,203$141K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,153$139K<0.01%+2,74913F-HRTimeline
McIlrath & Eck, LLC3,065$135K0.01%-7413F-HRTimeline
Greykasell Wealth Strategies, Inc.2,966$131K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…2,370$105K<0.01%+6813F-HRTimeline
Millstone Evans Group, LLC2,047$90.3K0.06%013F-HRTimeline
IAG Wealth Partners, LLC1,935$85.3K0.01%013F-HRTimeline