Nuveen ESG Small-Cap ETFNUSCETF
13F holders, Q2 2024 (June 30)233holders +1
18new positions
17sold out
1famous investor
$39.35avg. 13F price*
At the end of Q2 2024, 233 institutions reported holding Nuveen ESG Small-Cap ETF (NUSC) in their 13F filings, up 1 from Q1 2024. 18 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($266.3M), Tiaa Trust, National Association ($62.0M) and Morgan Stanley ($49.3M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Nuveen ESG Small-Cap ETF
- Filed as
- NUSHARES ETF TR (Q2 2024)
- CUSIP
- 67092P607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.1M |
| Exits | 17 | $2.3M |
All 13F filers, Q1 2024 → Q2 2024: 781,445 shares bought and 641,369 shares sold, net +140,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Bank of America Corp. | 0.03% | Add +2.1% | 6,769,868 | $266.3M |
| Tiaa Trust, National Association | 0.19% | Reduce -1.5% | 1,574,968 | $62.0M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 1,253,226 | $49.3M |
| Abacus Wealth Partners, LLC | 7.81% | Add +1.2% | 1,198,520 | $47.1M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 936,727 | $36.9M |
| Mission Wealth Management, LP | 0.81% | Reduce -2.5% | 757,474 | $29.8M |
| LPL Financial LLC | 0.01% | Add +3.0% | 588,155 | $23.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +10.2% | 500,854 | $19.7M |
| UBS Group AG | 0.01% | Reduce -5.2% | 469,976 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.2% | 456,054 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +10.4% | 393,957 | $15.5M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 282,947 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 250,038 | $9.8M |
| Creative Planning | 0.01% | Add +2.3% | 234,006 | $9.2M |
| Ameritas Advisory Services, LLC | 0.29% | Reduce -35.2% | 194,638 | $7.7M |
| Corient Private Wealth LP | 0.01% | Add +15.2% | 193,552 | $7.6M |
| First Pacific Financial | 1.76% | Add +5.4% | 174,236 | $6.9M |
| WCG Wealth Advisors LLC | 0.47% | Add +26.7% | 159,833 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 143,481 | $5.6M |
| Colorado Capital Management, Inc. | 3.13% | Add +1.1% | 142,647 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +3.7% | 137,718 | $5.4M |
| Allworth Financial LP | 0.03% | Add +4.0% | 129,454 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 115,391 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 112,114 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.2% | 112,068 | $4.4M |
| BSW Wealth Partners | 0.72% | Reduce -3.7% | 111,207 | $4.4M |
| IMPACTfolio, LLC | 2.40% | Add +109.6% | 108,798 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -11.2% | 104,221 | $4.1M |
| Cable Hill Partners, LLC | 0.43% | Add +0.4% | 99,953 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.8% | 96,515 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -2.5% | 91,201 | $3.6M |
| GeoWealth Management, LLC | 0.15% | Reduce -7.3% | 86,858 | $3.4M |
| DeDora Capital, Inc. | 1.02% | Add +13.1% | 84,777 | $3.3M |
| SageView Advisory Group, LLC | 0.17% | New | 71,096 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 70,777 | $2.8M |
| Whittier Trust Co. | 0.04% | Reduce -2.5% | 68,998 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -3.1% | 67,230 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.3% | 63,451 | $2.5M |
| Corundum Group, Inc. | 0.95% | Reduce -2.0% | 61,864 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +4.8% | 61,493 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 60,299 | $2.4M |
| Lido Advisors, LLC | 0.02% | Add +0.4% | 60,372 | $2.4M |
| Stonehearth Capital Management, LLC | 1.01% | Reduce -0.3% | 60,170 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -13.1% | 59,618 | $2.3M |
| Palisades Hudson Asset Management, L.P. | 0.97% | No change | 53,620 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +1.3% | 52,411 | $2.1M |
| Arlington Financial Advisors, LLC | 0.45% | Add +7.2% | 51,872 | $2.0M |
| CGC Financial Services, LLC | 0.88% | Add +0.8% | 51,619 | $2.0M |
| SilverOak Wealth Management LLC | 0.48% | Add +14.6% | 50,998 | $2.0M |
| PFG Investments, LLC | 0.13% | Reduce -1.9% | 47,523 | $1.9M |
| FMR LLC | 0.00% | Add +21.1% | 47,192 | $1.9M |
| Lake Street Advisors Group, LLC | 0.08% | No change | 44,629 | $1.8M |
| Lazard Asset Management LLC | 0.00% | No change | 43,286 | $1.7M |
| Vicus Capital | 0.14% | Add +6.9% | 40,604 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +3.8% | 40,392 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -0.3% | 39,792 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.3% | 39,333 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -6.1% | 38,218 | $1.5M |
| Brio Consultants, LLC | 0.24% | Add +11.3% | 37,419 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.30% | Add +6.0% | 35,662 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +29.6% | 35,160 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.5% | 33,853 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +5.3% | 33,851 | $1.3M |
| WealthShield Partners, LLC | 0.20% | Add +1.2% | 33,392 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +23.0% | 32,553 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +12.4% | 32,118 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -9.9% | 29,633 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -2.2% | 26,913 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.19% | Reduce -27.2% | 26,466 | $1.0M |
| Pioneer Wealth Management Group | 0.54% | Add +5.9% | 25,951 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.8% | 25,699 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Add +5.9% | 25,421 | $1.0M |
| RVW Wealth, LLC | 0.09% | Add +0.5% | 23,638 | $930K |
| Revolve Wealth Partners, LLC | 0.15% | Add +19.3% | 23,513 | $925K |
| Addison Advisors LLC | 0.30% | Reduce -1.4% | 23,480 | $924K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +21.9% | 22,609 | $889K |
| US Financial Advisors, LLC | 0.30% | Reduce -4.5% | 22,410 | $882K |
| Neumann Capital Management, LLC | 0.30% | Add +1.5% | 21,984 | $865K |
| Laurel Wealth Planning LLC | 0.60% | Reduce -7.2% | 21,848 | $860K |
| Scott Capital Advisors, LLC | 0.25% | No change | 22,039 | $857K |
| Equita Financial Network, Inc. | 0.35% | Add +15.6% | 21,126 | $831K |
| Savant Capital, LLC | 0.01% | Reduce -6.1% | 20,511 | $807K |
| Private Advisor Group, LLC | 0.01% | Reduce -8.4% | 19,197 | $755K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +383.9% | 18,992 | $747K |
| One Capital Management, LLC | 0.03% | Reduce -18.7% | 18,678 | $735K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.5% | 18,517 | $728K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -24.5% | 18,517 | $728K |
| Relyea Zuckerberg Hanson LLC | 0.12% | Reduce -7.6% | 18,365 | $722K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +4.8% | 18,071 | $711K |
| Bokf, NA | 0.01% | Add +0.6% | 17,015 | $669K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.8% | 16,993 | $669K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 16,849 | $663K |
| D. E. Shaw & Co. | 0.00% | New | 16,736 | $658K |
| Focus Partners Wealth | 0.00% | Reduce -8.4% | 16,699 | $657K |
| Cresset Asset Management, LLC | 0.00% | New | 16,575 | $652K |
| Freedom Investment Management, Inc. | 0.05% | Add +10.6% | 16,276 | $640K |
| Destination Wealth Management | 0.02% | No change | 16,145 | $635K |
| Balanced Rock Investment Advisors LLC | 0.53% | Reduce -0.9% | 16,082 | $633K |
| Silver Oak Advisory Group, Inc. | 0.35% | Reduce -3.6% | 16,039 | $630K |
| Raymond James Trust N.A. | 0.01% | No change | 15,644 | $615K |
"% 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.