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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.7M |
| Exits | 23 | $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 |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 16,534 | $634K |
| Silver Oak Advisory Group, Inc. | 0.33% | Reduce -1.4% | 16,173 | $620K |
| MML Investors Services, LLC | 0.00% | Add +65.8% | 16,160 | $620K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.8% | 16,038 | $615K |
| Bokf, NA | 0.01% | Add +4.7% | 15,900 | $610K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 15,869 | $608K |
| Evolution Advisers, Inc. | 0.32% | Add +2.9% | 15,856 | $607K |
| TriaGen Wealth Management LLC | 0.21% | Add +0.1% | 15,292 | $586K |
| Evergreen Private Wealth LLC | 0.27% | Add +0.1% | 15,283 | $586K |
| Diversified Enterprises, LLC | 0.05% | Add +26.1% | 15,220 | $584K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,764 | $566K |
| Legacy Edge Advisors, LLC | 0.09% | Add +18.4% | 14,739 | $565K |
| &partners | 0.01% | Add +4.1% | 14,597 | $562K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 14,469 | $555K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,409 | $552K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +7.4% | 14,345 | $550K |
| White Lighthouse Investment Management Inc. | 0.10% | Add +19.3% | 14,309 | $549K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.9% | 14,202 | $545K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.9% | 14,202 | $545K |
| Dodds Wealth, LLC | 0.17% | Add +5.6% | 13,758 | $527K |
| Betterment LLC | 0.00% | Reduce -7.2% | 13,690 | $525K |
| Bragg Financial Advisors, Inc | 0.02% | Add +5.1% | 13,634 | $523K |
| Balanced Rock Investment Advisors LLC | 0.42% | Reduce -3.7% | 13,633 | $523K |
| Tradition Wealth Management, LLC | 0.05% | Add +15.1% | 13,439 | $515K |
| Destination Wealth Management | 0.02% | Reduce -19.5% | 12,660 | $485K |
| Sage Advisory Services, Ltd.Co. | 0.28% | No change | 12,287 | $471K |
| Morangie Management LLC | 0.45% | New | 12,089 | $463K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 11,809 | $453K |
| Shotwell Rutter Baer Inc | 0.39% | Add +6.4% | 12,830 | $446K |
| CX Institutional | 0.02% | Add +5.2% | 11,490 | $441K |
| Sound Stewardship, LLC | 0.25% | No change | 11,377 | $436K |
| Pacific Sun Financial Corp | 0.24% | Reduce -3.0% | 11,186 | $429K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.5% | 11,184 | $429K |
| Bensler, LLC | 0.05% | Reduce -1.3% | 10,873 | $417K |
| Merit Financial Group, LLC | 0.01% | Reduce -33.1% | 10,672 | $409K |
| Capasso Planning Partners LLC | 0.17% | Reduce -5.8% | 10,631 | $408K |
| Scott Capital Advisors, LLC | 0.12% | Reduce -52.5% | 10,587 | $406K |
| Financial Insights, Inc. | 0.16% | Reduce -4.3% | 10,455 | $401K |
| Franklin Resources Inc. | 0.00% | No change | 10,435 | $400K |
| New Insight Wealth Advisors | 0.18% | Reduce -2.2% | 10,302 | $395K |
| Ipsen Advisor Group LLC | 0.33% | Reduce -1.5% | 10,128 | $388K |
| Carr Financial Group Corp | 0.13% | No change | 10,115 | $388K |
| Private Advisor Group, LLC | 0.00% | Add +23.6% | 10,046 | $385K |
| Trust Co. of Toledo NA | 0.05% | No change | 10,043 | $385K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.5% | 10,039 | $385K |
| Assetmark, Inc. | 0.00% | Add +4.6% | 9,973 | $382K |
| McNamara Financial Services, Inc. | 0.08% | Add +22.5% | 9,691 | $372K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.8% | 9,415 | $360K |
| McClarren Financial Advisors, Inc. | 0.23% | Reduce -56.3% | 3,918 | $350K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.8% | 9,076 | $348K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 8,966 | $344K |
| VestGen Advisors, LLC | 0.02% | — | 8,895 | $341K |
| Adero Partners, LLC | 0.02% | No change | 8,824 | $338K |
| LexAurum Advisors, LLC | 0.06% | Add +5.6% | 8,742 | $335K |
| Acropolis Investment Management, LLC | 0.02% | No change | 8,700 | $334K |
| Marshall & Sterling Wealth Advisors Inc. | 0.22% | Reduce -16.6% | 8,507 | $326K |
| PFG Investments, LLC | 0.02% | Add +12.2% | 8,412 | $323K |
| Family Office Research LLC | 0.16% | No change | 8,357 | $320K |
| Bond & Devick Financial Network, Inc. | 0.11% | Reduce -8.6% | 8,262 | $317K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -11.6% | 8,223 | $315K |
| Citigroup Inc. | 0.00% | Reduce -6.3% | 8,162 | $313K |
| Stordahl Capital Management, Inc. | 0.07% | Add +0.8% | 8,027 | $308K |
| Natural Investments, LLC | 0.09% | Reduce -12.4% | 7,958 | $305K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.5% | 7,774 | $298K |
| Larson Financial Group LLC | 0.01% | Reduce -16.2% | 7,754 | $297K |
| Capital Advantage, Inc. | 0.05% | No change | 7,096 | $297K |
| Falcon Wealth Planning | 0.03% | New | 7,748 | $297K |
| First National Corp. /Ma/ | 0.06% | Add +2.6% | 7,580 | $291K |
| Harrington Investments, INC | 0.16% | Reduce -3.2% | 7,504 | $288K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.7% | 7,446 | $285K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.8% | 7,386 | $283K |
| Estate Counselors, LLC | 0.03% | Add +16.0% | 7,270 | $279K |
| PFG Advisors | 0.02% | Add +18.0% | 7,198 | $276K |
| Sage Financial Group Inc. | 0.02% | No change | 7,126 | $273K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -17.8% | 7,082 | $272K |
| Blue Barn Wealth, LLC | 0.14% | Reduce -5.6% | 7,060 | $271K |
| Smart Portfolios, LLC | 0.29% | Add +5.8% | 7,041 | $270K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 7,023 | $269K |
| Sandbox Financial Partners, LLC | 0.09% | Reduce -45.5% | 6,955 | $267K |
| SigFig Wealth Management, LLC | 0.01% | Add +13.2% | 6,867 | $264K |
| Trust Co | 0.03% | Add +1.7% | 6,552 | $251K |
| Curtis Advisory Group, LLC | 0.07% | No change | 6,427 | $246K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -12.3% | 6,348 | $243K |
| MAI Capital Management | 0.00% | No change | 6,217 | $238K |
| Advisory Alpha, LLC | 0.01% | No change | 5,971 | $229K |
| Signet Financial Management, LLC | 0.03% | No change | 5,809 | $223K |
| McAdam, LLC | 0.01% | Add +18.5% | 5,723 | $219K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,659 | $217K |
| Apollon Wealth Management, LLC | 0.00% | Add +11.2% | 5,621 | $215K |
| Good Life Advisors, LLC | 0.02% | Reduce -28.4% | 5,593 | $214K |
| Flagstar Securities, Inc. | 0.05% | Reduce -23.8% | 5,469 | $210K |
| Flynn Zito Capital Management, LLC | 0.10% | Add +2.2% | 5,419 | $208K |
| Columbia River Financial Group, LLC | 0.14% | Reduce -1.1% | 5,390 | $206K |
| Values Added Financial LLC | 0.11% | Reduce -15.6% | 5,369 | $206K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -35.0% | 5,292 | $203K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -3.5% | 5,288 | $203K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.2% | 5,241 | $201K |
| Abound Financial, LLC | 0.10% | Reduce -16.2% | 5,080 | $195K |
| Private Trust Co. NA | 0.02% | No change | 4,625 | $177K |
| Millstone Evans Group, LLC | 0.12% | No change | 4,536 | $174K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.1% | 3,905 | $150K |
| US Bancorp \de | 0.00% | Reduce -6.6% | 3,723 | $143K |
| Cwm, LLC | 0.00% | Add +143.2% | 3,716 | $142K |
| McIlrath & Eck, LLC | 0.02% | Add +2.5% | 3,294 | $126K |
| Milestone Investment Advisors LLC | 0.03% | Reduce -0.7% | 3,276 | $126K |
| Manchester Capital Management LLC | 0.02% | No change | 3,203 | $123K |
| First United Bank & Trust | 0.04% | Reduce -55.4% | 3,110 | $119K |
| Greykasell Wealth Strategies, Inc. | 0.06% | Reduce -73.9% | 2,966 | $114K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.3% | 2,815 | $108K |
| Bessemer Group Inc. | 0.00% | No change | 2,723 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 2,515 | $96K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -3.7% | 1,853 | $71K |
| Clarity Asset Management, Inc. | 0.04% | No change | 1,802 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -5.5% | 1,456 | $56K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.8% | 1,422 | $55K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | Add +21.4% | 1,190 | $46K |
| Compass Planning Associates Inc | 0.04% | No change | 1,074 | $41K |
| Parallel Advisors, LLC | 0.00% | New | 1,062 | $41K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,021 | $39K |
| ORG Partners LLC | 0.01% | No change | 1,005 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.6% | 863 | $33K |
| Mather Group, Llc. | 0.00% | Reduce -5.5% | 830 | $32K |
| Clearstead Advisors, LLC | 0.00% | No change | 464 | $18K |
| NorthRock Partners, LLC | 0.00% | No change | 430 | $16K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 410 | $16K |
| Blair William & Co. | 0.00% | New | 404 | $15K |
| Noble Wealth Management PBC | 0.01% | No change | 400 | $15K |
| Comerica Bank | 0.00% | Reduce -72.0% | 395 | $15K |
| Winthrop Capital Management, LLC | 0.00% | No change | 382 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 391 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 334 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 329 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -94.9% | 322 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +55.3% | 320 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.9% | 311 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 250 | $10K |
| First Horizon Advisors, Inc. | 0.00% | No change | 206 | $8K |
| Motco | 0.00% | Add +101.0% | 203 | $8K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 199 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 196 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 167 | $6K |
| AE Wealth Management LLC | 0.00% | Add +69.0% | 120 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 102 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 109 | $4K |
| Orion Capital Management LLC | 0.00% | No change | 64 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 59 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 71 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 44 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 42 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 37 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 21 | $805 |
| Horizon Investments, LLC | 0.00% | No change | 19 | $728 |
| Principal Securities, Inc. | 0.00% | No change | 15 | $628 |
| Bogart Wealth, LLC | 0.00% | No change | 7 | $268 |
"% 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.