Nuveen ESG Small-Cap ETFNUSCETF

13F holders, Q1 2025 (March 31)
254holders −9
13new positions
23sold out
1famous investor
$38.28avg. 13F price*

At the end of Q1 2025, 254 institutions reported holding Nuveen ESG Small-Cap ETF (NUSC) in their 13F filings, down 9 from Q4 2024. 13 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($247.5M), Tiaa Trust, National Association ($59.0M) and Morgan Stanley ($48.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nuveen ESG Small-Cap ETF
Filed as
NUSHARES ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$5.7M
Exits23$6.2M

All 13F filers, Q4 2024 → Q1 2025: 871,718 shares bought and 1,118,549 shares sold, net −246,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 254 holders

Bank of America Corp. 0.02% Reduce -6.7% 6,454,980 $247.5M
Tiaa Trust, National Association 0.18% Reduce -0.7% 1,537,799 $59.0M
Morgan Stanley 0.00% Add +2.3% 1,271,903 $48.8M
Abacus Wealth Partners, LLC 7.32% Add +4.0% 1,269,428 $48.7M
Royal Bank of Canada 0.01% Add +2.0% 990,926 $38.0M
Mission Wealth Management, LP 0.76% Add +1.6% 794,298 $30.5M
LPL Financial LLC 0.01% Reduce -6.5% 637,309 $24.4M
Mercer Global Advisors Inc. 0.05% Add +6.2% 612,647 $23.5M
Envestnet Asset Management Inc. 0.01% Reduce -5.3% 502,866 $19.3M
UBS Group AG 0.00% Reduce -2.6% 401,655 $15.4M
Bank of New York Mellon Corp 0.00% Add +23.6% 363,855 $14.0M
Wells Fargo & Company 0.00% Add +11.1% 309,070 $11.8M
North Berkeley Wealth Management, LLC 10.52% Add +7.0% 263,587 $10.1M
First Pacific Financial 1.89% Add +1.9% 243,050 $9.3M
Corient Private Wealth LP 0.01% Add +7.3% 222,530 $8.5M
Creative Planning 0.01% Add +10.0% 217,889 $8.4M
Commonwealth Equity Services, LLC 0.01% Add +12.7% 170,594 $6.5M
WCG Wealth Advisors LLC 0.50% Reduce -3.3% 169,995 $6.5M
Ameriprise Financial Inc. 0.00% Reduce -3.9% 165,491 $6.4M
Allodium Investment Consultants, LLC 4.04% Add +28.1% 142,616 $5.5M
Colorado Capital Management, Inc. 2.47% Reduce -2.0% 138,525 $5.3M
Stifel Financial Corp. 0.01% Reduce -1.8% 137,869 $5.3M
DeDora Capital, Inc. 1.45% Add +39.7% 131,641 $5.0M
Allworth Financial LP 0.03% Reduce -6.1% 124,142 $4.6M
FMR LLC 0.00% Add +118.0% 118,126 $4.5M
Ameritas Advisory Services, LLC 0.17% Reduce -4.8% 112,181 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.8% 107,476 $4.1M
Cable Hill Partners, LLC 0.39% Add +2.7% 107,029 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.0% 101,123 $3.9M
BSW Wealth Partners 0.57% Reduce -8.2% 97,614 $3.7M
Raymond James Financial Inc. 0.00% Reduce -6.3% 85,184 $3.3M
JPMorgan Chase & Co. 0.00% Add +16.5% 80,228 $3.1M
Beacon Pointe Advisors, LLC 0.03% Add +34.0% 77,764 $3.0M
Palisades Hudson Asset Management, L.P. 1.34% Add +6.0% 77,255 $3.0M
Rossby Financial, LCC 1.28% Add +9.0% 79,698 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -51.3% 58,858 $2.7M
Clarity Wealth Development LLC 2.97% Reduce -2.4% 71,240 $2.7M
Cetera Investment Advisers 0.00% Reduce -29.1% 66,453 $2.5M
Dynamic Advisor Solutions LLC 0.08% Reduce -34.3% 66,390 $2.5M
Jones Financial Companies LLLP 0.00% Add +16.5% 65,850 $2.5M
Financial Connections Group, Inc. 1.06% Add +836.5% 95,002 $2.4M
Corundum Group, Inc. 1.11% Add +0.4% 60,507 $2.3M
St Germain D J Co. Inc. 0.11% Add +25.2% 60,480 $2.3M
Rwa Wealth Partners, LLC 0.03% Reduce -4.1% 60,430 $2.3M
NewEdge Advisors, LLC 0.01% Reduce -4.4% 60,327 $2.3M
Whittier Trust Co. 0.03% Add +2.5% 58,621 $2.2M
LongView Asset Management LLC 1.90% Add +27.1% 57,896 $2.2M
Stonehearth Capital Management, LLC 0.88% Reduce -1.5% 55,466 $2.1M
GeoWealth Management, LLC 0.09% Reduce -23.5% 55,260 $2.1M
Arlington Financial Advisors, LLC 0.36% Reduce -0.9% 53,913 $2.1M
Modera Wealth Management, LLC 0.03% Reduce -0.1% 53,309 $2.0M
CGC Financial Services, LLC 0.79% Add +1.9% 52,400 $2.0M
Rockefeller Capital Management L.P. 0.00% Reduce -47.7% 50,406 $1.9M
HighTower Advisors, LLC 0.00% Add +2.9% 48,869 $1.9M
SilverOak Wealth Management LLC 0.40% Add +0.6% 48,726 $1.9M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -0.3% 45,032 $1.7M
Brio Consultants, LLC 0.26% Reduce -2.4% 43,186 $1.7M
SK Wealth Management, LLC 0.88% Reduce -7.1% 46,710 $1.6M
SageView Advisory Group, LLC 0.07% Reduce -36.8% 42,626 $1.6M
Wescott Financial Advisory Group, LLC 0.17% Add +2.7% 42,357 $1.6M
Lazard Asset Management LLC 0.00% No change 41,898 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.3% 41,558 $1.6M
IMPACTfolio, LLC 0.84% Reduce -16.1% 41,513 $1.6M
Vicus Capital 0.14% Reduce -1.8% 39,647 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -1.3% 38,734 $1.5M
XY Planning Network, Inc. 0.97% Reduce -0.5% 38,079 $1.5M
Westfuller Advisors, LLC 0.90% Add +3.4% 35,048 $1.3M
WealthShield Partners, LLC 0.17% Add +0.5% 34,796 $1.3M
Atria Wealth Solutions, Inc. 0.02% Add +1.7% 33,271 $1.3M
Stewardship Advisors, LLC 0.33% New 31,459 $1.2M
Harbour Investments, Inc. 0.03% Reduce -1.4% 31,290 $1.2M
Klaas Financial Asset Advisors, LLC 0.21% Add +15.5% 31,147 $1.2M
Revolve Wealth Partners, LLC 0.17% Add +11.6% 30,424 $1.2M
Captrust Financial Advisors 0.00% New 30,313 $1.2M
Pioneer Wealth Management Group 0.49% — 29,656 $1.1M
Pathstone Holdings, LLC 0.00% No change 27,724 $1.1M
Financial Counselors Inc. 0.02% New 27,685 $1.1M
Equita Financial Network, Inc. 0.36% Add +9.4% 27,241 $1.0M
Mariner, LLC 0.00% Reduce -47.4% 25,557 $980K
Tower Research Capital LLC (TRC) 0.03% Add +261.5% 25,172 $965K
US Financial Advisors, LLC 0.26% Add +4.3% 23,181 $889K
Neumann Capital Management, LLC 0.30% Add +4.5% 22,759 $873K
Advisory Services Network, LLC 0.02% Add +182.0% 22,736 $872K
One Capital Management, LLC 0.03% Add +31.0% 22,597 $866K
Addison Advisors LLC 0.24% No change 22,565 $865K
Vestmark Advisory Solutions, Inc. 0.02% Add +0.3% 21,023 $806K
Freedom Investment Management, Inc. 0.07% Add +16.7% 20,883 $801K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.9% 20,379 $781K
Relyea Zuckerberg Hanson LLC 0.10% Reduce -1.9% 19,882 $762K
Savant Capital, LLC 0.01% No change 19,533 $749K
UMB Bank, n.a. 0.01% Reduce -25.4% 19,211 $737K
RVW Wealth, LLC 0.07% Reduce -20.7% 18,921 $725K
Osaic Holdings, Inc. 0.00% Reduce -22.8% 18,791 $721K
Walkner Condon Financial Advisors LLC 0.15% Reduce -4.9% 18,791 $720K
SGL Investment Advisors, Inc. 0.37% Add +8.1% 18,369 $715K
Painted Porch Advisors LLC 0.29% Add +5.9% 18,151 $696K
RTD Financial Advisors, Inc. 0.09% Add +4.2% 17,263 $662K
Laurel Wealth Planning LLC 0.44% Reduce -13.0% 17,128 $657K
Citadel Advisors 0.00% New 16,901 $648K
Mutual Advisors, LLC 0.02% Add +38.6% 17,372 $645K

"% 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 254 holders