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Disclosery

NUSC NUSHARES ETF TR

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NUVEEN ESG SMLCP (fund)

264 managers (266 13F filers) reported a position in NUSC shares at 2026-03-31, 21,172,752 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
264
13F filers
266
New
23
Added
86
Reduced
96
Sold out
14
Shares held by filers
21,172,752

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/3,877,278$175M0.01%-2,285,56013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,721,326$77.6M0.11%+241,75813F-HRTimeline
Abacus Wealth Partners, LLC1,434,429$64.6M5.9%+28,65413F-HRTimeline
TIAAgroup of 2 filers holding1,287,079$58M-95,523Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,055,104$47.5M0.01%+19,72113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,046,067$47.1M<0.01%-22,84313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP830,709$37.4M0.78%+12,28313F-HRTimeline
LPL Financial LLC819,749$36.9M0.01%+221,03613F-HRTimeline
UBS Group AGgroup of 2 filers holding802,531$36.2M+463,874Timeline
Boston Common Asset Management, LLC424,782$19.1M1.23%-20,04413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp359,913$16.2M<0.01%+8,60813F-HRTimelineGroup
North Berkeley Wealth Management, LLC293,851$13.2M7%+8,14713F-HRTimeline
First Pacific Financial265,032$11.9M1.54%-35513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP262,445$11.8M0.02%+5,94613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC261,816$11.8M0.02%+2,32713F-HRTimelineGroup
Creative Planningin group Creative Planning260,458$11.7M0.01%+26,16213F-HRTimelineGroup
WCG Wealth Advisors LLC222,001$10M0.28%+38713F-HRTimeline
FMR LLCin group FMR LLC220,246$9.92M<0.01%+21,71213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN212,056$9.56M<0.01%+3,82913F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC181,617$8.18M0.1%-11,08413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP167,749$7.56M0.01%+4,49513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,425$6.73M<0.01%-2,93113F-HR/ATimelineGroup
Allworth Financial LP136,208$6.14M0.02%-35913F-HRTimeline
Colorado Capital Management, Inc.134,754$6.07M2.26%+4,03413F-HRTimeline
DeDora Capital, Inc.134,321$6.05M1.48%+1,74613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding130,590$5.88M+738Timeline
True Blue Financial, LLC128,062$5.77M4.55%+3,49613F-HRTimeline
Allodium Investment Consultants, LLC122,706$5.53M2.65%-13,60513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP116,448$5.12M<0.01%+29,44713F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.112,146$5.05M1.97%+4,17713F-HRTimeline
Beacon Pointe Advisors, LLC109,733$4.94M0.03%+5,79613F-HRTimeline
EP Wealth Advisors, LLC106,089$4.78M0.02%+98,11713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,994$4.73M0.01%+8,12613F-HRTimeline
Cetera Investment Advisers101,769$4.59M<0.01%+3,69313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC97,917$4.41M0.01%-24,26913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…85,153$3.84M0.01%-31113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…83,680$3.77M0.15%-1,15113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,228$3.71M<0.01%-132,11613F-HRTimelineGroup
BSW Wealth Partners80,351$3.62M0.44%-2,48113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO82,285$3.58M<0.01%+12,12113F-HR/ATimelineGroup
Rossby Financial, LCC75,601$3.44M0.72%-2,20413F-HRTimeline
Cambridge Investment Research Advisors,…71,301$3.21M0.01%-7613F-HRTimeline
Clarity Wealth Development LLC71,281$3.21M2.62%+55713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC65,048$2.93M0.12%+1,57713F-HRTimelineGroup
SilverOak Wealth Management LLC61,746$2.78M0.44%+89213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS58,335$2.63M1.38%+80813F-HRTimeline
NewEdge Advisors, LLC58,101$2.62M0.01%-8,98713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,047$2.6M0.01%-34,92913F-HRTimeline
RWA WEALTH PARTNERS, LLC54,686$2.46M0.03%-74413F-HRTimeline
Arlington Financial Advisors, LLC54,506$2.46M0.35%-1,78513F-HRTimeline
Wescott Financial Advisory Group, LLC51,511$2.32M0.2%-47113F-HRTimeline
XY Planning Network, Inc.50,553$2.3M0.37%+1,28213F-HRTimeline
IMPACTfolio, LLC45,625$2.06M0.87%+52613F-HRTimeline
Corundum Group, Inc.45,349$2.04M0.68%-78713F-HRTimeline
WHITTIER TRUST CO42,812$1.95M0.02%-10,74813F-HRTimeline
Modera Wealth Management, LLC42,076$1.9M0.02%-4,80613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$1.89M<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC40,648$1.83M0.07%-36313F-HRTimeline
Xena Financial Planning, LLC40,496$1.82M2.06%+9,14613F-HRTimeline
Modern Wealth Management, LLC39,385$1.79M0.03%-5,87313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC39,021$1.78M0.04%-1,62113F-HRTimeline
Stonehearth Capital Management, LLC39,119$1.76M0.7%-2,85613F-HRTimeline
Westfuller Advisors, LLC36,681$1.65M0.71%+2513F-HRTimeline
HM PAYSON & CO35,392$1.59M0.02%+30,03913F-HRTimeline
WealthShield Partners, LLC32,555$1.47M0.16%+2,23113F-HRTimeline
Pioneer Wealth Management Group32,445$1.46M0.41%-1,23413F-HRTimeline
Revolve Wealth Partners, LLC32,388$1.46M0.19%-22513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,283$1.45M0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC31,992$1.44M<0.01%+8,87213F-HRTimelineGroup
Stewardship Advisors, LLC31,168$1.4M0.32%+1,79213F-HRTimeline
HighTower Advisors, LLC30,939$1.39M<0.01%+1,26413F-HRTimeline
Brio Consultants, LLC26,863$1.32M0.16%+7,61613F-HRTimeline
Equita Financial Network, Inc.28,289$1.27M0.4%+2,51913F-HRTimeline
One Capital Management, LLC27,804$1.25M0.03%+2,61713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth27,028$1.25M<0.01%-15613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,398$1.23M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,667$1.19M0.01%-1,28613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC26,150$1.18M0.16%+61713F-HRTimeline
Legacy Edge Advisors, LLC25,358$1.14M0.12%+4,82713F-HRTimeline
SGL Investment Advisors, Inc.22,845$1.12M0.42%+2,22013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,008$1.08M<0.01%new13F-HRTimelineGroup
Neumann Capital Management, LLC23,519$1.06M0.31%-10013F-HRTimeline
Napier Financial, LLC22,931$1.03M0.24%new13F-HRTimeline
Diversified Enterprises, LLC22,218$1M0.05%+1,88113F-HRTimeline
HARBOUR INVESTMENTS, INC.22,010$992K0.02%-5,29213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …21,863$985K0.01%+1,10213F-HRTimelineGroup
UMB Bank, n.a.21,187$955K0.01%+24613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Betterment LLC20,979$945K<0.01%-14813F-HRTimeline
GeoWealth Management, LLC20,442$921K0.03%-3,31313F-HRTimeline
Evolution Advisers, Inc.20,220$911K0.38%+4,19113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,083$905K<0.01%+2,33013F-HRTimelineGroup
Silver Oak Advisory Group, Inc.19,435$875K0.38%-1,55413F-HRTimeline
VICUS CAPITAL19,021$857K0.06%-1,54313F-HRTimeline
RTD Financial Advisors, Inc.19,001$856K0.11%+1,40013F-HRTimeline
Addison Advisors LLC18,645$840K0.19%-3,92013F-HRTimeline
RVW Wealth, LLC18,358$827K0.06%-3013F-HRTimeline
Independent Advisor Alliance17,797$802K0.01%new13F-HRTimeline
PFG Investments, LLC17,652$795K0.04%+10,25713F-HRTimeline
&PARTNERS16,857$760K<0.01%-55013F-HRTimeline
Midwest Trust Co16,700$753K0.01%013F-HRTimeline
Bragg Financial Advisors, Inc16,359$737K0.02%+89613F-HRTimeline
White Lighthouse Investment Management …15,990$721K0.1%+5013F-HRTimeline
BOKF, NAin group BOKF, NA15,707$708K0.01%+2213F-HRTimelineGroup
CX Institutional15,658$706K0.02%-37213F-HRTimeline
Mutual Advisors, LLC15,566$701K0.02%-13313F-HRTimeline
Affiance Financial, LLC15,419$695K0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,229$686K<0.01%-4,12113F-HRTimelineGroup
Private Advisor Group, LLC15,167$683K<0.01%+4,83213F-HRTimeline
SK Wealth Management, LLC14,704$671K0.19%-92113F-HRTimeline
TriaGen Wealth Management LLC14,471$652K0.18%-84913F-HRTimeline
McCartney Wealth Management LLC14,451$651K0.55%+513F-HRTimeline
Shotwell Rutter Baer Inc14,411$649K0.38%-2313F-HRTimeline
Bensler, LLC14,384$648K0.07%+2,14813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,099$635K0.01%013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,035$632K<0.01%+1,24813F-HRTimelineGroup
Cresset Asset Management, LLC13,648$615K<0.01%013F-HRTimeline
Laurel Wealth Planning LLC13,580$612K0.32%-54313F-HRTimeline
Destination Wealth Management13,414$604K0.02%013F-HRTimeline
Tradition Wealth Management, LLC12,355$557K0.04%-9213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,137$547K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC11,620$524K0.25%-1,72213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,401$514K0.04%+3,68313F-HRTimelineGroup
D.A. DAVIDSON & CO.10,960$494K<0.01%+5813F-HRTimeline
Orion Porfolio Solutions, LLC10,910$492K<0.01%-1,49213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,906$491K<0.01%new13F-HRTimelineGroup
Falcon Wealth Planning10,589$477K0.03%-64213F-HRTimeline
Schneider Downs Wealth Management Advis…10,482$472K0.05%+28413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,435$470K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,239$461K0.01%-5,31713F-HRTimeline
Carr Financial Group Corp10,219$460K0.12%013F-HRTimeline
NATURAL INVESTMENTS, LLC10,147$457K0.11%+42513F-HRTimeline
Relyea Zuckerberg Hanson LLC10,075$454K0.05%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,818$442K0.05%+21013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,647$435K0.01%+1,55513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.9,585$432K<0.01%-9,83513F-HRTimeline
Integrated Wealth Concepts LLC9,576$432K<0.01%+3,64713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,498$428K<0.01%-6,35313F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/9,473$427K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC8,681$425K0.01%-86313F-HRTimeline
McNamara Financial Services, Inc.9,198$414K0.08%-12513F-HRTimeline
McClarren Financial Advisors, Inc.9,127$411K0.24%+4,07113F-HRTimeline
ANB BANK9,030$407K0.16%new13F-HRTimeline
Resonant Capital Advisors, LLC8,935$403K0.02%-4613F-HRTimeline
Capasso Planning Partners LLC8,818$397K0.21%-66413F-HRTimeline
Acropolis Investment Management, LLC8,700$392K0.02%-9513F-HRTimeline
Balanced Rock Investment Advisors LLC8,591$387K0.27%-35813F-HRTimeline
Pacific Sun Financial Corp8,555$385K0.19%-74513F-HRTimeline
Capital Management Associates, Inc8,386$378K0.09%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,343$376K0.01%-15013F-HRTimeline
Perigon Wealth Management, LLC8,329$375K0.01%-12313F-HRTimeline
MAI Capital Management8,256$372K<0.01%+33313F-HRTimeline
CPC Advisors, LLC8,155$367K0.06%-10613F-HRTimeline
WEST BANCORPORATION INC7,986$360K0.18%013F-HRTimeline
Klaas Financial Asset Advisors, LLC7,935$358K0.05%-25,33113F-HRTimeline
Curtis Advisory Group, LLC7,870$355K0.08%013F-HRTimeline
Stordahl Capital Management, Inc.7,866$354K0.07%-21513F-HRTimeline
Merit Financial Group, LLC7,687$346K<0.01%-1,32913F-HRTimeline
Bond & Devick Financial Network, Inc.7,662$345K0.1%013F-HRTimeline
New Insight Wealth Advisors7,656$345K0.12%-72813F-HRTimeline
CGC Financial Services, LLC7,399$333K0.1%+17913F-HRTimeline
Smart Portfolios, LLC7,389$333K0.33%+17713F-HRTimeline
Values Added Financial LLC7,360$332K0.14%-24913F-HRTimeline
LexAurum Advisors, LLC7,326$330K0.04%13F-HRTimeline
Capital Advantage, Inc.7,249$327K0.04%+35513F-HRTimeline
SAGE FINANCIAL GROUP INC7,126$321K0.02%013F-HRTimeline
Harrington Investments, INC7,104$320K0.17%-40013F-HRTimeline
Livet Wealth, LLC7,076$319K0.2%013F-HRTimeline
Trust Co7,074$319K0.03%-81913F-HRTimeline
PFG Advisors7,012$316K0.02%-32913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,939$313K0.2%-23513F-HRTimeline
MML INVESTORS SERVICES, LLC6,675$301K<0.01%-1,86913F-HRTimeline
PW ADVISORS, LLC \ FL6,391$288K0.22%-46513F-HRTimeline
Farther Finance Advisors, LLC6,088$277K<0.01%-20513F-HRTimeline
Kelman-Lazarov, Inc.6,103$275K0.04%-2513F-HRTimeline
VestGen Advisors, LLC5,510$269K0.01%-60413F-HRTimeline
Freedom Investment Management, Inc.5,887$265K0.08%-55013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,800$261K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,757$259K<0.01%-4,17913F-HRTimelineGroup
Columbia River Financial Group, LLC5,682$256K0.15%013F-HRTimeline
Financial Planning Fort Collins, LLC5,176$254K0.2%+12513F-HRTimeline
Belpointe Asset Management LLC5,522$249K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC5,522$249K0.03%new13F-HRTimeline
McAdam, LLC5,405$244K0.01%-7913F-HRTimeline
Westview Management dba Westview Invest…5,400$243K0.13%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,384$243K0.03%013F-HRTimeline
Summit Financial, LLC5,384$243K<0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,305$239K0.09%-49013F-HR/ATimelineGroup
Financial Insights, Inc.5,250$237K0.08%-1013F-HRTimeline
CWC Advisors, LLC.5,158$232K0.11%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,150$232K0.02%013F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC5,084$229K0.1%new13F-HRTimeline
BridgePort Financial Solutions, LLC5,076$229K0.06%-13113F-HRTimeline
SOA Wealth Advisors, LLC.5,035$227K0.04%-90413F-HRTimeline
Argyle Capital Partners, LLC5,004$225K0.16%-13613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,920$222K0.01%+1,71113F-HRTimeline
BlueStem Wealth Partners, LLC4,886$220K0.02%-1,90613F-HRTimeline
Stonebridge Financial Group, LLC4,821$217K0.02%-46713F-HRTimeline
Ipsen Advisor Group LLC4,809$217K0.15%-3,81613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,804$216K0.07%+8313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,775$215K0.06%013F-HRTimeline