Nuveen ESG Small-Cap ETFNUSCETF
13F holders, Q1 2024 (March 31)232holders
$41.57avg. 13F price*
At the end of Q1 2024, 232 institutions reported holding Nuveen ESG Small-Cap ETF (NUSC) in their 13F filings. The largest holders were Bank of America Corp. ($275.7M), Tiaa Trust, National Association ($66.5M) and Morgan Stanley ($56.7M).
- Company
- Nuveen ESG Small-Cap ETF
- Filed as
- NUSHARES ETF TR (Q1 2024)
- CUSIP
- 67092P607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.1M |
| Exits | 10 | $5.6M |
Ownership 232 holders
| Bank of America Corp. | 0.03% | Add +26.6% | 6,628,406 | $275.7M |
| Tiaa Trust, National Association | 0.20% | Add +1.5% | 1,599,180 | $66.5M |
| Morgan Stanley | 0.00% | Add +3.0% | 1,364,101 | $56.7M |
| Abacus Wealth Partners, LLC | 8.26% | Add +0.7% | 1,184,317 | $49.3M |
| Royal Bank of Canada | 0.01% | Reduce -17.2% | 911,063 | $37.9M |
| Mission Wealth Management, LP | 0.87% | Reduce -2.9% | 777,060 | $32.3M |
| LPL Financial LLC | 0.01% | Reduce -3.2% | 570,737 | $23.7M |
| UBS Group AG | 0.01% | Add +9.6% | 495,752 | $20.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +14.1% | 454,535 | $18.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.2% | 410,020 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 356,864 | $14.9M |
| Ameritas Advisory Services, LLC | 0.51% | Reduce -6.7% | 300,351 | $12.5M |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 275,099 | $11.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 267,734 | $11.1M |
| Creative Planning | 0.01% | Reduce -5.5% | 228,755 | $9.5M |
| Corient Private Wealth LP | 0.01% | Add +190.8% | 168,067 | $7.0M |
| First Pacific Financial | 1.92% | Add +4.0% | 165,277 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 145,666 | $6.1M |
| Colorado Capital Management, Inc. | 3.39% | Reduce -1.1% | 141,046 | $5.9M |
| Eastern Bank | 0.23% | Add +6.1% | 134,296 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +2.1% | 132,760 | $5.5M |
| WCG Wealth Advisors LLC | 0.44% | Reduce -2.5% | 126,179 | $5.2M |
| Allworth Financial LP | 0.04% | Add +7.2% | 124,461 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -13.3% | 118,982 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +4.2% | 117,373 | $4.9M |
| BSW Wealth Partners | 0.81% | Reduce -1.2% | 115,466 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.7% | 111,820 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.2% | 106,500 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 101,332 | $4.2M |
| GeoWealth Management, LLC | 0.15% | New | 93,711 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +36.2% | 93,498 | $3.9M |
| Cable Hill Partners, LLC | 0.47% | No change | 99,572 | $3.8M |
| DeDora Capital, Inc. | 0.99% | Add +11.4% | 74,948 | $3.1M |
| Whittier Trust Co. | 0.04% | Reduce -3.8% | 70,768 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +46.8% | 69,420 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +13.9% | 68,676 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.1% | 68,579 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.6% | 66,277 | $2.8M |
| Corundum Group, Inc. | 1.27% | Add +0.3% | 63,122 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 62,384 | $2.6M |
| Stonehearth Capital Management, LLC | 1.14% | Add +0.8% | 60,347 | $2.5M |
| Lido Advisors, LLC | 0.02% | Add +242.1% | 60,152 | $2.5M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.7% | 58,647 | $2.4M |
| Palisades Hudson Asset Management, L.P. | 1.02% | Add +46.0% | 53,620 | $2.2M |
| IMPACTfolio, LLC | 1.30% | Reduce -82.2% | 51,916 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Add +3.4% | 51,716 | $2.2M |
| CGC Financial Services, LLC | 1.12% | Add +0.4% | 51,226 | $2.1M |
| PFG Investments, LLC | 0.12% | Add +6.4% | 48,441 | $2.0M |
| Arlington Financial Advisors, LLC | 0.44% | Add +1.7% | 48,372 | $2.0M |
| Lake Street Advisors Group, LLC | 0.09% | Add +0.2% | 44,629 | $1.9M |
| SilverOak Wealth Management LLC | 0.46% | Add +0.8% | 44,487 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -3.0% | 43,286 | $1.8M |
| Harbour Investments, Inc. | 0.06% | Add +42.0% | 40,716 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +27.5% | 39,911 | $1.7M |
| FMR LLC | 0.00% | Add +12.2% | 38,984 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +4.0% | 38,899 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.0% | 38,813 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 38,240 | $1.6M |
| Vicus Capital | 0.14% | Reduce -0.5% | 37,998 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.30% | Add +4.2% | 36,346 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.8% | 36,091 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.30% | Reduce -3.0% | 33,637 | $1.4M |
| Brio Consultants, LLC | 0.24% | Reduce -1.0% | 33,615 | $1.4M |
| WealthShield Partners, LLC | 0.22% | Add +0.4% | 32,998 | $1.4M |
| Mariner, LLC | 0.00% | New | 32,888 | $1.4M |
| Equitable Holdings, Inc. | 0.02% | Add +0.7% | 32,154 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +8.3% | 28,571 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.0% | 27,523 | $1.1M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 27,123 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -3.9% | 26,467 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.6% | 24,516 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -10.6% | 24,516 | $1.0M |
| Pioneer Wealth Management Group | 0.58% | Reduce -4.4% | 24,515 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Add +11.3% | 24,009 | $999K |
| Addison Advisors LLC | 0.34% | No change | 23,820 | $991K |
| Laurel Wealth Planning LLC | 0.65% | Reduce -11.3% | 23,530 | $979K |
| RVW Wealth, LLC | 0.10% | Add +0.8% | 23,522 | $978K |
| US Financial Advisors, LLC | 0.34% | Add +4.9% | 23,460 | $976K |
| One Capital Management, LLC | 0.03% | Add +228.2% | 22,986 | $956K |
| Savant Capital, LLC | 0.01% | Reduce -5.7% | 21,849 | $909K |
| Scott Capital Advisors, LLC | 0.27% | No change | 22,039 | $901K |
| Neumann Capital Management, LLC | 0.32% | Add +4.1% | 21,664 | $901K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.7% | 20,950 | $871K |
| Relyea Zuckerberg Hanson LLC | 0.14% | Reduce -25.2% | 19,867 | $826K |
| Revolve Wealth Partners, LLC | 0.14% | Add +23.1% | 19,717 | $820K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -16.5% | 18,540 | $771K |
| Equita Financial Network, Inc. | 0.34% | Add +67.0% | 18,279 | $760K |
| Focus Partners Wealth | 0.01% | Reduce -49.2% | 18,236 | $758K |
| Raymond James & Associates | 0.00% | Reduce -1.7% | 18,129 | $754K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +9.2% | 17,249 | $717K |
| Bokf, NA | 0.01% | Reduce -12.9% | 16,914 | $696K |
| Silver Oak Advisory Group, Inc. | 0.39% | Add +39.4% | 16,640 | $693K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.2% | 16,651 | $693K |
| Merit Financial Group, LLC | 0.02% | Add +10.1% | 17,138 | $677K |
| Balanced Rock Investment Advisors LLC | 0.58% | Reduce -0.6% | 16,230 | $675K |
| Destination Wealth Management | 0.02% | Reduce -16.0% | 16,145 | $671K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 16,028 | $667K |
| Level Four Advisory Services, LLC | 0.04% | No change | 16,782 | $656K |
| Raymond James Trust N.A. | 0.02% | No change | 15,644 | $651K |
| Financial Connections Group, Inc. | 0.71% | Reduce -5.1% | 15,565 | $648K |
"% of holder's portfolio" is NUSC's weight in each manager's 13F, not the share of Nuveen ESG Small-Cap ETF the manager owns.