Skip to content
Disclosery

NUSC NUSHARES ETF TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,162,838$275M0.02%-117,31113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,479,568$66.1M0.1%+295,12813F-HRTimeline
Abacus Wealth Partners, LLC1,405,775$62.8M6.16%+59,83413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,382,602$61.7M0.15%-112,66613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,068,910$47.7M<0.01%-55,94913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,035,383$46.2M0.01%+40,61413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP818,426$36.5M0.74%+22,23413F-HRTimeline
LPL Financial LLC598,713$26.7M0.01%-26,61313F-HRTimeline
Boston Common Asset Management, LLC444,826$19.9M1.2%new13F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp351,305$15.7M<0.01%-3,86413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding338,657$15.1M-3,824Timeline
North Berkeley Wealth Management, LLC285,704$12.8M7.52%-63413F-HRTimeline
First Pacific Financial265,387$11.8M1.55%+9,86813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC259,489$11.6M0.02%+247,42113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP256,499$11.5M0.02%-1,67513F-HR/ATimelineGroup
Creative Planningin group Creative Planning234,296$10.5M0.01%+13,17913F-HRTimelineGroup
WCG Wealth Advisors LLC221,614$9.9M0.28%+178,62313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC214,344$9.57M<0.01%+3,15913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN208,227$9.3M<0.01%+12,14613F-HRTimelineGroup
FMR LLCin group FMR LLC198,534$8.86M<0.01%+8,22213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC192,701$8.6M0.11%-6,50513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,254$7.29M0.01%+22,82513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC152,356$6.8M<0.01%+4,29213F-HRTimelineGroup
Allworth Financial LP136,567$6.1M0.03%-1,11413F-HRTimeline
Allodium Investment Consultants, LLC136,311$6.09M3.08%-2,38413F-HRTimeline
DeDora Capital, Inc.132,575$5.92M1.4%+97013F-HRTimeline
Colorado Capital Management, Inc.130,720$5.84M2.19%-2,46013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding129,852$5.8M+14,688Timeline
TrueWealth Financial Partners124,591$5.56M4.59%new13F-HRTimeline
True Blue Financial, LLC124,566$5.56M4.59%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC122,186$5.46M0.01%-5,28713F-HRTimeline
Palisades Hudson Asset Management, L.P.107,969$4.82M1.87%+8,99313F-HRTimeline
Beacon Pointe Advisors, LLC103,937$4.64M0.03%+5,14913F-HRTimeline
Cetera Investment Advisers98,076$4.38M<0.01%-1,44313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS96,868$4.33M0.01%+76,96413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,976$4.27M0.01%-5,09113F-HRTimeline
LongView Asset Management LLC91,374$4.08M2.85%-2,14413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,001$3.88M<0.01%+7,30713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…85,464$3.82M0.01%+4,15413F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…84,831$3.79M0.14%new13F-HRTimelineGroup
BSW Wealth Partners82,832$3.7M0.44%-1,69313F-HRTimeline
Rossby Financial, LCC77,805$3.47M1.09%-1,59513F-HRTimeline
Cambridge Investment Research Advisors,…71,377$3.19M0.01%-4,72813F-HRTimeline
Clarity Wealth Development LLC70,724$3.16M2.67%+13113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,164$3.13M<0.01%-1,42313F-HRTimelineGroup
NewEdge Advisors, LLC67,088$3M0.01%-2,39513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC63,471$2.83M0.11%+4,65613F-HRTimelineGroup
SilverOak Wealth Management LLC60,854$2.72M0.43%+5,91913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS57,527$2.57M1.34%13F-HRTimeline
Arlington Financial Advisors, LLC56,291$2.51M0.36%-2,71513F-HRTimeline
WHITTIER TRUST CO53,560$2.49M0.03%-2,52013F-HRTimeline
RWA WEALTH PARTNERS, LLC55,430$2.47M0.03%-9,83113F-HRTimeline
Wescott Financial Advisory Group, LLC51,982$2.32M0.2%+1,08313F-HRTimeline
XY Planning Network, Inc.49,271$2.2M0.38%+3,12513F-HRTimeline
Modera Wealth Management, LLC46,882$2.09M0.02%-5,26213F-HRTimeline
Corundum Group, Inc.46,136$2.06M0.69%-11,53013F-HRTimeline
Modern Wealth Management, LLC45,258$2.02M0.04%-1,86213F-HRTimeline
IMPACTfolio, LLC45,099$2.01M0.85%+2,12813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC40,642$1.89M0.04%-4,62413F-HRTimeline
Stonehearth Capital Management, LLC41,975$1.87M0.69%-7113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$1.87M<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC41,011$1.83M0.06%+10413F-HRTimeline
Westfuller Advisors, LLC36,656$1.64M0.66%+37113F-HRTimeline
Pioneer Wealth Management Group33,679$1.5M0.46%+1,43713F-HRTimeline
Klaas Financial Asset Advisors, LLC33,266$1.49M0.22%-1,50613F-HRTimeline
Revolve Wealth Partners, LLC32,613$1.46M0.17%+1,08813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,283$1.44M0.01%-3,67813F-HRTimelineGroup
Xena Financial Planning, LLC31,350$1.4M1.64%13F-HRTimeline
WealthShield Partners, LLC30,324$1.35M0.15%+5713F-HRTimeline
HighTower Advisors, LLC29,675$1.32M<0.01%-59013F-HRTimeline
Stewardship Advisors, LLC29,376$1.31M0.3%-1,75313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,953$1.25M0.01%-2,39313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27,302$1.22M0.02%-2,78813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth27,184$1.21M<0.01%+2,06813F-HRTimelineGroup
Equita Financial Network, Inc.25,770$1.15M0.35%+4,75813F-HRTimeline
Walkner Condon Financial Advisors LLC25,533$1.14M0.16%+2,04613F-HRTimeline
One Capital Management, LLC25,187$1.12M0.03%+5,19213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,885$1.07M<0.01%+18,69413F-HRTimelineGroup
GeoWealth Management, LLC23,755$1.06M0.04%-16,56013F-HRTimeline
Neumann Capital Management, LLC23,619$1.05M0.3%+35013F-HRTimeline
Mariner, LLCin group Mariner, LLC23,120$1.03M<0.01%-99013F-HRTimelineGroup
Addison Advisors LLC22,565$1.01M0.23%013F-HRTimeline
SGL Investment Advisors, Inc.20,625$968K0.39%+81313F-HRTimeline
Betterment LLC21,127$943K<0.01%-53113F-HRTimeline
Silver Oak Advisory Group, Inc.20,989$937K0.42%+2,38513F-HRTimeline
UMB Bank, n.a.20,941$935K0.01%-5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,761$927K0.01%-5213F-HRTimelineGroup
Advisory Services Network, LLC20,705$924K0.01%-1,72213F-HRTimeline
VICUS CAPITAL20,564$918K0.07%-6,65513F-HRTimeline
Legacy Edge Advisors, LLC20,531$917K0.1%+85613F-HRTimeline
Diversified Enterprises, LLC20,337$908K0.05%-26813F-HRTimeline
Vestmark Advisory Solutions, Inc.19,420$867K0.01%-1,87313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,350$864K<0.01%-3,16213F-HRTimelineGroup
Brio Consultants, LLC19,247$859K0.11%-2,47613F-HRTimeline
RVW Wealth, LLC18,388$821K0.06%-11613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,753$793K<0.01%+1,15313F-HR/ATimelineGroup
RTD Financial Advisors, Inc.17,601$786K0.1%-1,59413F-HRTimeline
&PARTNERS17,407$777K<0.01%+3,28013F-HRTimeline
Midwest Trust Co16,700$746K0.01%013F-HRTimeline
SK Wealth Management, LLC15,625$742K0.21%-20,80813F-HRTimeline
CX Institutional16,030$716K0.02%+2,42313F-HRTimeline
Evolution Advisers, Inc.16,029$715K0.31%+4413F-HRTimeline
White Lighthouse Investment Management …15,940$712K0.1%+1,81113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,851$708K<0.01%+10,80513F-HRTimelineGroup
Mutual Advisors, LLC15,699$701K0.02%-52613F-HRTimeline
BOKF, NAin group BOKF, NA15,685$700K0.01%-2513F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,556$695K0.02%-36,70013F-HRTimeline
Bragg Financial Advisors, Inc15,463$690K0.02%+48313F-HRTimeline
TriaGen Wealth Management LLC15,320$684K0.18%013F-HRTimeline
Shotwell Rutter Baer Inc14,434$671K0.4%-14313F-HRTimeline
McCartney Wealth Management LLC14,446$645K0.56%13F-HRTimeline
Laurel Wealth Planning LLC14,123$631K0.35%-59613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,099$630K0.01%+1613F-HRTimelineGroup
Cresset Asset Management, LLC13,648$609K<0.01%-76113F-HRTimeline
Destination Wealth Management13,414$599K0.02%+18513F-HRTimeline
Painted Porch Advisors LLC13,342$596K0.24%-2,89213F-HRTimeline
Sage Advisory Services, Ltd.Co.12,969$579K0.32%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,787$571K<0.01%+2,69513F-HRTimelineGroup
Tradition Wealth Management, LLC12,447$556K0.04%+7113F-HRTimeline
Orion Porfolio Solutions, LLC12,402$554K<0.01%+5113F-HRTimeline
Bensler, LLC12,236$546K0.05%+6013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,137$542K<0.01%-57913F-HRTimelineGroup
Evergreen Private Wealth LLC12,023$537K0.21%-20713F-HRTimeline
Falcon Wealth Planning11,231$501K0.04%-2413F-HRTimeline
D.A. DAVIDSON & CO.10,902$487K<0.01%-42813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,435$466K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC10,335$461K<0.01%+25113F-HRTimeline
Carr Financial Group Corp10,219$456K0.12%+10413F-HRTimeline
Schneider Downs Wealth Management Advis…10,198$455K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC9,544$454K0.01%+37113F-HRTimeline
Relyea Zuckerberg Hanson LLC10,075$450K0.05%-74513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,936$444K<0.01%-2,54513F-HRTimelineGroup
NATURAL INVESTMENTS, LLC9,722$434K0.11%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,608$429K0.05%13F-HRTimeline
Capasso Planning Partners LLC9,482$423K0.23%-47713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/9,473$423K0.04%-57013F-HRTimeline
McNamara Financial Services, Inc.9,323$416K0.08%-2,06013F-HRTimeline
Pacific Sun Financial Corp9,300$415K0.2%-94613F-HRTimeline
McClarren Financial Advisors, Inc.5,056$407K0.24%+63013F-HRTimeline
Merit Financial Group, LLC9,016$403K<0.01%+5613F-HRTimeline
Resonant Capital Advisors, LLC8,981$401K0.02%+1213F-HRTimeline
Balanced Rock Investment Advisors LLC8,949$400K0.28%-16413F-HRTimeline
Acropolis Investment Management, LLC8,795$393K0.02%+9513F-HRTimeline
Ipsen Advisor Group LLC8,625$385K0.27%-59513F-HRTimeline
MML INVESTORS SERVICES, LLC8,544$381K<0.01%+25613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,493$379K0.01%+14013F-HRTimeline
Perigon Wealth Management, LLC8,452$377K0.01%-6513F-HRTimeline
Capital Management Associates, Inc8,386$374K0.08%new13F-HRTimeline
New Insight Wealth Advisors8,384$374K0.13%-41813F-HRTimeline
CPC Advisors, LLC8,261$369K0.04%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,092$361K0.01%-17613F-HRTimelineGroup
Stordahl Capital Management, Inc.8,081$361K0.07%-14013F-HRTimeline
WEST BANCORPORATION INC7,986$357K0.19%013F-HRTimeline
EP Wealth Advisors, LLC7,972$356K<0.01%13F-HRTimeline
MAI Capital Management7,923$354K<0.01%-29913F-HRTimeline
Trust Co7,893$352K0.03%+91313F-HRTimeline
Curtis Advisory Group, LLC7,870$351K0.07%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,718$345K0.06%new13F-HRTimelineGroup
Bond & Devick Financial Network, Inc.7,662$342K0.1%-14013F-HRTimeline
Values Added Financial LLC7,609$340K0.14%013F-HRTimeline
Harrington Investments, INC7,504$335K0.17%013F-HRTimeline
PFG Investments, LLC7,395$330K0.02%+4013F-HRTimeline
PFG Advisors7,341$328K0.02%+4213F-HRTimeline
Per Stirling Capital Management, LLC.7,334$327K0.04%013F-HRTimeline
CGC Financial Services, LLC7,220$322K0.09%-1,42413F-HRTimeline
Smart Portfolios, LLC7,212$322K0.32%+1913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,174$320K0.21%+3713F-HRTimeline
SAGE FINANCIAL GROUP INC7,126$318K0.02%013F-HRTimeline
Livet Wealth, LLC7,076$316K0.19%13F-HRTimeline
Capital Advantage, Inc.6,894$308K0.04%+1,44013F-HRTimeline
PW ADVISORS, LLC \ FL6,856$306K0.25%13F-HRTimeline
RFG Advisory, LLC6,794$303K0.01%new13F-HRTimeline
BlueStem Wealth Partners, LLC6,792$303K0.03%+2,05613F-HRTimeline
Freedom Investment Management, Inc.6,437$287K0.08%-6,14213F-HRTimeline
Farther Finance Advisors, LLC6,293$281K<0.01%+1,36713F-HRTimeline
Kelman-Lazarov, Inc.6,128$274K0.04%+3113F-HRTimeline
VestGen Advisors, LLC6,114$273K0.01%-4,87813F-HRTimeline
SOA Wealth Advisors, LLC.5,939$265K0.04%-1,05913F-HRTimeline
Integrated Wealth Concepts LLC5,929$265K<0.01%-2,29613F-HRTimeline
FIRST MANHATTAN CO. LLC.5,800$259K<0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,795$259K0.09%+5913F-HRTimelineGroup
Columbia River Financial Group, LLC5,682$253K0.16%-24313F-HRTimeline
McAdam, LLC5,484$245K0.01%-13613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,447$243K0.01%new13F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC5,384$240K0.03%013F-HRTimeline
HM PAYSON & CO5,353$239K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC5,288$236K0.02%013F-HRTimeline
Financial Insights, Inc.5,260$235K0.08%-1,39913F-HRTimeline
BridgePort Financial Solutions, LLC5,207$232K0.06%-6813F-HRTimeline
CWC Advisors, LLC.5,158$230K0.11%+313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,150$230K0.02%013F-HRTimelineGroup
Argyle Capital Partners, LLC5,140$230K0.17%013F-HRTimeline
Financial Planning Fort Collins, LLC5,051$226K0.2%13F-HRTimeline
Collaborative Wealth Managment Inc.4,871$217K0.08%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,775$213K0.06%new13F-HRTimeline
Sage Mountain Advisors LLC4,725$211K0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,721$211K0.08%+2113F-HRTimeline
Continuum Advisory, LLC4,506$201K0.02%new13F-HRTimeline
Larson Financial Group LLC4,455$199K0.01%-78213F-HRTimeline
ABOUND FINANCIAL, LLC4,439$198K0.08%-24813F-HR/ATimeline