Nuveen ESG Small-Cap ETFNUSCETF

13F holders, Q4 2024 (December 31)
263holders +23
17new positions
9sold out
$41.91avg. 13F price*

At the end of Q4 2024, 263 institutions reported holding Nuveen ESG Small-Cap ETF (NUSC) in their 13F filings, up 23 from Q3 2024. 17 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($289.7M), Tiaa Trust, National Association ($64.9M) and Morgan Stanley ($52.1M).

Company
Nuveen ESG Small-Cap ETF
Filed as
NUSHARES ETF TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions17$6.1M
Exits9$1.1M

All 13F filers, Q3 2024 → Q4 2024: 602,453 shares bought and 541,229 shares sold, net +61,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 263 holders

Bank of America Corp. 0.03% Add +1.0% 6,917,759 $289.7M
Tiaa Trust, National Association 0.20% Reduce -2.6% 1,548,455 $64.9M
Morgan Stanley 0.00% Reduce -1.4% 1,242,781 $52.1M
Abacus Wealth Partners, LLC 7.63% Add +3.1% 1,220,103 $51.1M
Royal Bank of Canada 0.01% Add +3.4% 971,146 $40.7M
Mission Wealth Management, LP 0.78% Reduce -0.0% 781,430 $32.7M
LPL Financial LLC 0.01% Add +11.3% 682,005 $28.6M
Mercer Global Advisors Inc. 0.06% Add +3.6% 577,050 $24.2M
Envestnet Asset Management Inc. 0.01% Add +4.3% 530,796 $22.2M
UBS Group AG 0.00% Reduce -8.8% 412,554 $17.3M
Bank of New York Mellon Corp 0.00% Add +18.8% 294,396 $12.3M
Wells Fargo & Company 0.00% Add +1.7% 278,285 $11.7M
North Berkeley Wealth Management, LLC 10.47% — 246,334 $10.3M
First Pacific Financial 2.32% Add +8.6% 238,421 $10.0M
Corient Private Wealth LP 0.01% Reduce -37.2% 207,323 $8.7M
Creative Planning 0.01% Reduce -2.2% 198,088 $8.3M
WCG Wealth Advisors LLC 0.49% Add +6.0% 175,754 $7.4M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 172,287 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +5.0% 151,430 $6.3M
Colorado Capital Management, Inc. 2.87% Reduce -1.4% 141,297 $5.9M
Stifel Financial Corp. 0.01% Add +0.5% 140,375 $5.9M
Allworth Financial LP 0.03% Add +0.5% 132,231 $5.8M
Thrivent Financial for Lutherans 0.01% Add +4.9% 120,859 $5.3M
Ameritas Advisory Services, LLC 0.17% Reduce -22.3% 117,890 $4.9M
Allodium Investment Consultants, LLC 3.90% — 111,368 $4.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.9% 108,297 $4.5M
BSW Wealth Partners 0.65% Reduce -4.0% 106,325 $4.5M
Cable Hill Partners, LLC 0.44% Add +2.1% 104,259 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.2% 104,255 $4.4M
Dynamic Advisor Solutions LLC 0.18% Reduce -0.5% 101,014 $4.2M
Rockefeller Capital Management L.P. 0.01% Reduce -13.7% 96,406 $4.0M
DeDora Capital, Inc. 1.08% Add +0.4% 94,261 $3.9M
Cetera Investment Advisers 0.01% Add +0.8% 93,699 $3.9M
Raymond James Financial Inc. 0.00% — 90,939 $3.8M
Clarity Wealth Development LLC 3.45% — 72,995 $3.2M
Rossby Financial, LCC 1.94% — 73,092 $3.1M
Palisades Hudson Asset Management, L.P. 1.29% Add +2.3% 72,904 $3.1M
GeoWealth Management, LLC 0.10% Reduce -19.1% 72,212 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -2.7% 68,885 $2.9M
SageView Advisory Group, LLC 0.12% Reduce -0.0% 67,404 $2.8M
NewEdge Advisors, LLC 0.02% Add +4.0% 63,129 $2.6M
Rwa Wealth Partners, LLC 0.03% Reduce -0.2% 62,995 $2.6M
Corundum Group, Inc. 0.94% Reduce -1.1% 60,280 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -10.9% 58,018 $2.4M
Whittier Trust Co. 0.03% Reduce -16.6% 57,180 $2.4M
Jones Financial Companies LLLP 0.00% Add +27.8% 56,532 $2.4M
Stonehearth Capital Management, LLC 0.95% Reduce -6.0% 56,314 $2.4M
Arlington Financial Advisors, LLC 0.45% Add +3.7% 54,407 $2.3M
FMR LLC 0.00% Add +8.5% 54,198 $2.3M
Modera Wealth Management, LLC 0.03% Add +0.1% 53,354 $2.2M
CGC Financial Services, LLC 0.86% Reduce -0.8% 51,415 $2.2M
SK Wealth Management, LLC 1.07% No change 50,268 $2.1M
IMPACTfolio, LLC 1.07% Reduce -54.2% 49,460 $2.1M
Mariner, LLC 0.00% Add +6.4% 48,576 $2.0M
SilverOak Wealth Management LLC 0.44% Add +0.4% 48,446 $2.0M
St Germain D J Co. Inc. 0.09% New 48,304 $2.0M
HighTower Advisors, LLC 0.00% Reduce -19.0% 47,483 $2.0M
LongView Asset Management LLC 1.66% — 45,569 $1.9M
Whittier Trust Co. of Nevada Inc. 0.05% Add +18.8% 45,159 $1.9M
Brio Consultants, LLC 0.29% Add +11.4% 44,254 $1.9M
Lazard Asset Management LLC 0.00% Reduce -3.2% 41,898 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.8% 41,420 $1.7M
Wescott Financial Advisory Group, LLC 0.18% Add +0.6% 41,261 $1.7M
Vicus Capital 0.15% Reduce -0.8% 40,370 $1.7M
Equitable Holdings, Inc. 0.02% Reduce -11.7% 39,226 $1.6M
XY Planning Network, Inc. 1.20% — 38,265 $1.6M
Lake Street Advisors Group, LLC 0.07% Reduce -21.9% 34,835 $1.5M
WealthShield Partners, LLC 0.21% Add +3.5% 34,611 $1.4M
Westfuller Advisors, LLC 0.90% Add +1.2% 33,888 $1.4M
Atria Wealth Solutions, Inc. 0.01% Add +13.4% 32,703 $1.4M
Harbour Investments, Inc. 0.04% Add +0.4% 31,738 $1.3M
Lido Advisors, LLC 0.01% Reduce -32.0% 30,183 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -21.2% 27,724 $1.2M
Revolve Wealth Partners, LLC 0.17% Add +4.0% 27,270 $1.1M
Klaas Financial Asset Advisors, LLC 0.20% Add +5.3% 26,972 $1.1M
UMB Bank, n.a. 0.02% Reduce -1.5% 25,758 $1.1M
Equita Financial Network, Inc. 0.38% Add +5.2% 24,901 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -2.8% 24,338 $1.0M
RVW Wealth, LLC 0.09% Add +0.9% 23,853 $999K
Addison Advisors LLC 0.26% Reduce -3.9% 22,565 $945K
US Financial Advisors, LLC 0.29% Add +0.3% 22,214 $930K
Scott Capital Advisors, LLC 0.27% Add +1.0% 22,264 $926K
Neumann Capital Management, LLC 0.30% Reduce -0.9% 21,784 $912K
Vestmark Advisory Solutions, Inc. 0.03% Add +3.8% 20,949 $877K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.7% 20,779 $870K
Relyea Zuckerberg Hanson LLC 0.11% Add +19.5% 20,271 $849K
Walkner Condon Financial Advisors LLC 0.17% Reduce -9.8% 19,758 $828K
Laurel Wealth Planning LLC 0.53% Reduce -7.1% 19,692 $825K
Savant Capital, LLC 0.01% Reduce -4.8% 19,533 $818K
Jane Street Group, LLC 0.00% Add +118.6% 19,131 $801K
Freedom Investment Management, Inc. 0.06% Add +8.4% 17,895 $749K
SGL Investment Advisors, Inc. 0.37% Add +2.6% 16,988 $725K
One Capital Management, LLC 0.02% Reduce -10.4% 17,247 $722K
Painted Porch Advisors LLC 0.35% Add +14.1% 17,137 $718K
Avantax Advisory Services, Inc. 0.00% Add +22.0% 16,679 $699K
Focus Partners Wealth 0.00% Reduce -1.9% 16,583 $695K
RTD Financial Advisors, Inc. 0.09% Reduce -3.8% 16,569 $694K
Silver Oak Advisory Group, Inc. 0.36% Add +0.2% 16,405 $687K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.1% 16,022 $671K
Merit Financial Group, LLC 0.01% Add +4.6% 15,951 $668K

"% 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.

Show all 263 holders