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

0100200300 Q1 2024: 232Q1 2024Q2 2024: 233Q2 2024Q3 2024: 240Q3 2024Q4 2024: 263Q4 2024Q1 2025: 254Q1 2025Q2 2025: 242Q2 2025Q3 2025: 249Q3 2025Q4 2025: 259Q4 2025Q1 2026: 266Q1 2026Q2 2026: 269Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions18$7.1M
Exits17$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
Evolution Advisers, Inc. 0.35% Add +9.4% 15,554 $611K
Diversified, LLC 0.07% New 15,513 $610K
Raymond James & Associates 0.00% Reduce -14.7% 15,456 $608K
Painted Porch Advisors LLC 0.34% Add +15.7% 15,344 $604K
Evergreen Private Wealth LLC 0.29% Reduce -0.2% 15,125 $595K
TriaGen Wealth Management LLC 0.23% No change 14,891 $586K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.9% 14,712 $579K
Sandbox Financial Partners, LLC 0.22% Reduce -3.5% 14,396 $566K
RTD Financial Advisors, Inc. 0.08% Reduce -5.7% 14,374 $565K
Citigroup Inc. 0.00% Add +4.3% 13,903 $547K
Mutual Advisors, LLC 0.02% Add +26.8% 12,874 $545K
Bragg Financial Advisors, Inc 0.02% Add +5.9% 13,404 $527K
Tradition Wealth Management, LLC 0.05% Reduce -3.5% 13,244 $521K
Financial Connections Group, Inc. 0.27% Reduce -15.1% 13,209 $519K
Pacific Sun Financial Corp 0.30% Reduce -7.6% 12,956 $510K
Sax Wealth Advisors, LLC 0.05% New 12,902 $508K
White Lighthouse Investment Management Inc. 0.10% Add +5.3% 12,877 $507K
Legacy Edge Advisors, LLC 0.09% Reduce -0.1% 12,728 $501K
MML Investors Services, LLC 0.00% Reduce -21.2% 12,624 $497K
Dodds Wealth, LLC 0.19% Add +2.9% 12,226 $475K
Baird Financial Group, Inc. 0.00% Add +3.7% 12,044 $474K
Avantax Advisory Services, Inc. 0.00% Add +1.2% 11,980 $471K
BOK Financial Private Wealth, Inc. 0.03% Add +0.7% 11,869 $467K
Capasso Planning Partners LLC 0.15% Reduce -0.6% 11,527 $453K
Sound Stewardship, LLC 0.27% No change 11,417 $449K
Shotwell Rutter Baer Inc 0.38% New 11,117 $432K
CX Institutional 0.02% Reduce -1.1% 10,982 $432K
Bensler, LLC 0.06% Reduce -6.5% 10,935 $430K
Chicago Partners Investment Group LLC 0.02% Add +3.1% 10,131 $430K
Franklin Resources Inc. 0.00% No change 10,435 $411K
D.A. Davidson & Co. 0.00% Reduce -1.1% 10,257 $404K
Carr Financial Group Corp 0.13% No change 10,000 $393K
Trust Co. of Toledo NA 0.06% No change 9,752 $384K
Larson Financial Group LLC 0.03% Add +15.7% 9,503 $374K
Glen Eagle Advisors, LLC 0.07% Reduce -18.2% 9,142 $360K
Bond & Devick Financial Network, Inc. 0.19% Add +3.2% 9,037 $356K
Resonant Capital Advisors, LLC 0.03% Reduce -1.6% 8,959 $352K
Adero Partners, LLC 0.03% Reduce -0.7% 8,824 $347K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -4.1% 8,786 $346K
Acropolis Investment Management, LLC 0.02% No change 8,700 $342K
Assetmark, Inc. 0.00% Add +5.6% 8,526 $335K
Park Avenue Securities LLC 0.00% Add +1.6% 8,526 $335K
SigFig Wealth Management, LLC 0.01% Add +8.2% 8,463 $333K
Harrington Investments, INC 0.19% No change 8,454 $333K
Perigon Wealth Management, LLC 0.01% Reduce -9.0% 8,286 $326K
Lindbrook Capital, LLC 0.03% New 8,216 $323K
Good Life Advisors, LLC 0.03% Add +0.0% 8,211 $323K
Stordahl Capital Management, Inc. 0.08% Add +3.1% 8,194 $322K
Advisory Services Network, LLC 0.01% Add +8.2% 8,071 $318K
Quantum Financial Advisors, LLC 0.05% Add +0.5% 7,943 $312K
LexAurum Advisors, LLC 0.08% Add +4.0% 7,897 $311K
McNamara Financial Services, Inc. 0.06% Add +30.3% 7,660 $301K
Blue Barn Wealth, LLC 0.17% Reduce -8.7% 7,647 $301K
First Foundation Advisors 0.01% Reduce -13.5% 7,451 $293K
EP Wealth Advisors, LLC 0.00% Reduce -0.4% 7,336 $289K
SOA Wealth Advisors, LLC. 0.06% No change 7,144 $281K
Flagstar Securities, Inc. 0.08% Add +0.0% 7,092 $279K
Sage Financial Group Inc. 0.02% No change 6,978 $275K
First United Bank & Trust 0.10% Add +0.9% 6,875 $270K
Smart Portfolios, LLC 0.27% New 6,856 $270K
Savvy Advisors, Inc. 0.08% Reduce -0.6% 6,491 $255K
Curtis Advisory Group, LLC 0.09% No change 6,427 $253K
Collaborative Wealth Managment Inc. 0.12% Add +2.1% 6,315 $248K
Trust Co 0.03% Reduce -3.5% 6,155 $242K
First National Corp. /Ma/ 0.06% Add +3.1% 5,964 $235K
Sage Advisory Services, Ltd.Co. 0.07% Reduce -13.9% 5,949 $234K
Flagship Harbor Advisors, LLC 0.01% Add +8.7% 5,922 $233K
Advisory Alpha, LLC 0.01% No change 5,917 $233K
Signet Financial Management, LLC 0.03% No change 5,839 $230K
Eastern Bank 0.01% Reduce -95.7% 5,820 $229K
Betterment LLC 0.00% New 5,798 $228K
Jane Street Group, LLC 0.00% Reduce -27.0% 5,493 $216K
Arrow Financial Corp 0.02% Add +241.2% 5,305 $209K
Litman Gregory Wealth Management LLC 0.02% No change 5,273 $207K
PFG Advisors 0.01% New 5,241 $206K
Flynn Zito Capital Management, LLC 0.10% New 5,199 $205K
Apollon Wealth Management, LLC 0.01% Reduce -1.2% 5,196 $204K
New Insight Wealth Advisors 0.12% Reduce -2.5% 5,181 $204K
Great Valley Advisor Group, Inc. 0.01% No change 5,177 $203K
Private Trust Co. NA 0.02% No change 4,525 $178K
Continuum Advisory, LLC 0.02% Reduce -0.1% 3,885 $153K
McIlrath & Eck, LLC 0.02% No change 3,258 $128K
Manchester Capital Management LLC 0.02% No change 3,203 $126K
US Bancorp \de 0.00% Add +35.2% 2,731 $107K
Bessemer Group Inc. 0.00% No change 2,652 $104K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -0.6% 2,445 $96K
Bank of Montreal 0.00% New 2,258 $91K
Farther Finance Advisors, LLC 0.00% Add +36.6% 2,327 $91K
Milestone Investment Advisors LLC 0.02% No change 2,227 $88K
PNC Financial Services Group, Inc. 0.00% Reduce -6.0% 2,118 $83K
AdvisorNet Financial, Inc 0.01% Reduce -0.7% 2,090 $82K
IAG Wealth Partners, LLC 0.02% Reduce -7.6% 2,030 $80K
Clarity Asset Management, Inc. 0.06% No change 2,025 $80K
Comerica Bank 0.00% Reduce -6.3% 1,519 $60K
Balefire, LLC 0.02% Add +0.2% 1,456 $57K
Cwm, LLC 0.00% Reduce -70.3% 1,450 $57K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.3% 1,120 $44K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 990 $41K
Elevation Wealth Partners, LLC 0.02% No change 1,014 $40K
ORG Partners LLC 0.00% New 1,005 $39K
Mather Group, Llc. 0.00% Reduce -4.5% 878 $37K
Coppell Advisory Solutions LLC 0.00% — 724 $28K
Principal Securities, Inc. 0.00% No change 721 $28K
Richardson Capital Management LLC 0.02% No change 624 $25K
Provenance Wealth Advisors, LLC 0.00% Reduce -23.0% 516 $20K
Clearstead Advisors, LLC 0.00% New 464 $18K
NorthRock Partners, LLC 0.00% Add +875.0% 429 $17K
Avior Wealth Management, LLC 0.00% No change 422 $17K
Winthrop Capital Management, LLC 0.01% No change 382 $15K
Crewe Advisors LLC 0.00% No change 340 $13K
CoreCap Advisors, LLC 0.00% No change 334 $13K
Global Retirement Partners, LLC 0.00% No change 279 $11K
Westside Investment Management, Inc. 0.00% No change 250 $10K
Creative Financial Designs Inc. 0.00% Reduce -1.3% 229 $9K
Blue Trust, Inc. 0.00% No change 216 $9K
Carmichael Hill & Associates, Inc. 0.00% No change 208 $8K
First Horizon Advisors, Inc. 0.00% No change 204 $8K
GPS Wealth Strategies Group, LLC 0.00% New 196 $8K
Anchor Investment Management, LLC 0.00% New 167 $7K
First Command Advisory Services, Inc. 0.00% New 163 $6K
DT Investment Partners, LLC 0.00% No change 138 $5K
International Assets Investment Management, LLC 0.00% New 110 $4K
CIBC Private Wealth Group LLC 0.00% No change 109 $4K
Tortoise Investment Management, LLC 0.00% No change 102 $4K
EverSource Wealth Advisors, LLC 0.00% No change 86 $4K
Orion Capital Management LLC 0.00% No change 64 $3K
Sound Income Strategies, LLC 0.00% No change 59 $2K
Bogart Wealth, LLC 0.00% No change 51 $2K
Lanark Financial, Inc. 0.00% Add +36.7% 67 $2K
Horizon Investments, LLC 0.00% No change 17 $669
Adirondack Trust Co. 0.00% No change 14 $550
McClarren Financial Advisors, Inc. 0.00% Reduce -97.0% 354 $433
Smartleaf Asset Management LLC 0.00% Reduce -99.2% 5 $195

"% 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.