Nuveen ESG Small-Cap ETFNUSCETF

13F holders, Q2 2025 (June 30)
242holders −12
11new positions
22sold out
1famous investor
$40.76avg. 13F price*

At the end of Q2 2025, 242 institutions reported holding Nuveen ESG Small-Cap ETF (NUSC) in their 13F filings, down 12 from Q1 2025. 11 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($255.0M), Tiaa Trust, National Association ($59.8M) and Abacus Wealth Partners, LLC ($52.6M). 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$8.0M
Exits22$8.5M

All 13F filers, Q1 2025 → Q2 2025: 877,266 shares bought and 1,044,864 shares sold, net −167,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 242 holders

Bank of America Corp. 0.02% Reduce -3.0% 6,258,642 $255.0M
Tiaa Trust, National Association 0.16% Reduce -4.6% 1,467,595 $59.8M
Abacus Wealth Partners, LLC 8.04% Add +1.8% 1,291,976 $52.6M
Morgan Stanley 0.00% Reduce -6.2% 1,192,954 $48.6M
Royal Bank of Canada 0.01% Add +2.2% 1,012,922 $41.3M
Mission Wealth Management, LP 0.71% Add +0.9% 801,414 $32.6M
Mercer Global Advisors Inc. 0.06% Add +10.9% 679,401 $27.7M
LPL Financial LLC 0.01% Add +1.8% 648,868 $26.4M
Envestnet Asset Management Inc. 0.01% Add +5.3% 529,710 $21.6M
UBS Group AG 0.00% Add +5.8% 424,837 $17.3M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 355,056 $14.5M
North Berkeley Wealth Management, LLC 10.85% Add +10.1% 290,314 $11.8M
First Pacific Financial 1.49% Add +2.4% 248,875 $10.1M
Wells Fargo & Company 0.00% Reduce -22.7% 238,931 $9.7M
Creative Planning 0.01% Add +5.5% 229,861 $9.4M
Corient Private Wealth LP 0.01% Add +3.0% 229,233 $9.3M
FMR LLC 0.00% Add +61.9% 191,263 $7.8M
WCG Wealth Advisors LLC 0.49% Add +8.6% 184,566 $7.5M
Raymond James Financial Inc. 0.00% Add +107.5% 176,783 $7.2M
Ameriprise Financial Inc. 0.00% Reduce -2.2% 161,867 $6.6M
Stifel Financial Corp. 0.01% Add +0.9% 139,100 $5.7M
Colorado Capital Management, Inc. 2.41% Reduce -0.2% 138,309 $5.6M
Allodium Investment Consultants, LLC 3.47% Reduce -5.5% 134,739 $5.5M
DeDora Capital, Inc. 1.40% Reduce -0.1% 131,487 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -23.6% 130,284 $5.3M
Allworth Financial LP 0.02% Add +2.6% 127,398 $5.2M
Ameritas Advisory Services, LLC 0.23% Reduce -4.0% 107,678 $4.4M
Coldstream Capital Management Inc. 0.07% New 107,335 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.2% 101,296 $4.3M
Palisades Hudson Asset Management, L.P. 1.50% Add +22.0% 94,242 $3.8M
BSW Wealth Partners 0.48% Reduce -11.1% 86,830 $3.5M
Cetera Investment Advisers 0.01% Add +28.9% 85,630 $3.5M
Beacon Pointe Advisors, LLC 0.04% Add +6.7% 82,946 $3.4M
LongView Asset Management LLC 2.50% Add +40.4% 81,256 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -25.6% 79,922 $3.3M
Rossby Financial, LCC 1.19% Reduce -2.5% 77,730 $3.2M
Jones Financial Companies LLLP 0.00% Add +15.3% 75,933 $3.1M
JPMorgan Chase & Co. 0.00% Reduce -7.9% 73,896 $3.0M
Clarity Wealth Development LLC 2.92% Add +0.9% 71,876 $2.9M
NewEdge Advisors, LLC 0.01% Add +17.1% 70,674 $2.9M
Rwa Wealth Partners, LLC 0.03% Add +8.2% 65,357 $2.7M
Arlington Financial Advisors, LLC 0.40% Add +9.8% 59,224 $2.4M
Corundum Group, Inc. 1.06% Reduce -3.0% 58,680 $2.4M
Whittier Trust Co. 0.03% Reduce -4.4% 56,053 $2.3M
St Germain D J Co. Inc. 0.10% Reduce -7.8% 55,742 $2.3M
Dynamic Advisor Solutions LLC 0.07% Reduce -17.3% 54,927 $2.2M
Modera Wealth Management, LLC 0.03% Reduce -0.3% 53,161 $2.2M
SilverOak Wealth Management LLC 0.41% Add +9.0% 53,107 $2.2M
CGC Financial Services, LLC 0.73% Add +1.3% 53,073 $2.2M
Rockefeller Capital Management L.P. 0.00% Reduce -0.9% 49,945 $2.0M
Susquehanna International Group, LLP 0.00% Add +339.4% 49,146 $2.0M
Modern Wealth Management, LLC 0.05% New 47,120 $1.9M
Whittier Trust Co. of Nevada Inc. 0.04% Add +3.1% 46,408 $1.9M
XY Planning Network, Inc. 0.64% Add +21.2% 46,146 $1.9M
GeoWealth Management, LLC 0.07% Reduce -17.1% 45,828 $1.9M
Wescott Financial Advisory Group, LLC 0.17% Add +3.7% 43,919 $1.8M
Vestmark Advisory Solutions, Inc. 0.03% Add +102.3% 42,524 $1.7M
SageView Advisory Group, LLC 0.07% Reduce -3.8% 40,988 $1.7M
Stonehearth Capital Management, LLC 0.71% Reduce -24.1% 42,106 $1.7M
Lazard Asset Management LLC 0.00% No change 41,898 $1.7M
SK Wealth Management, LLC 0.73% Reduce -13.7% 40,297 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.9% 41,191 $1.7M
Vicus Capital 0.14% Add +1.6% 40,288 $1.6M
IMPACTfolio, LLC 0.74% Reduce -7.8% 38,264 $1.6M
Equitable Holdings, Inc. 0.01% Reduce -6.2% 36,353 $1.5M
Pathstone Holdings, LLC 0.01% Add +29.7% 35,961 $1.5M
Westfuller Advisors, LLC 0.81% No change 35,048 $1.4M
Klaas Financial Asset Advisors, LLC 0.22% Add +7.4% 33,441 $1.4M
Pioneer Wealth Management Group 0.49% Add +9.0% 32,322 $1.3M
Harbour Investments, Inc. 0.03% Add +2.3% 32,021 $1.3M
Stewardship Advisors, LLC 0.32% Reduce -0.5% 31,316 $1.3M
HighTower Advisors, LLC 0.00% Reduce -36.3% 31,128 $1.3M
Revolve Wealth Partners, LLC 0.16% Add +1.2% 30,786 $1.3M
WealthShield Partners, LLC 0.15% Reduce -13.3% 30,177 $1.2M
Focus Partners Wealth 0.00% Add +71.8% 28,407 $1.2M
Midwest Trust Co 0.02% — 27,685 $1.1M
Mariner, LLC 0.00% Reduce -4.0% 24,535 $1000K
Brio Consultants, LLC 0.14% Reduce -45.3% 23,633 $963K
Neumann Capital Management, LLC 0.29% Add +0.9% 22,959 $935K
Advisory Services Network, LLC 0.01% Reduce -0.4% 22,651 $931K
Addison Advisors LLC 0.23% No change 22,565 $919K
Equita Financial Network, Inc. 0.35% Reduce -21.8% 21,301 $868K
Oppenheimer Asset Management Inc. 0.01% Add +2.7% 20,923 $852K
One Capital Management, LLC 0.03% Reduce -7.5% 20,914 $852K
UMB Bank, n.a. 0.01% Add +7.4% 20,640 $841K
Osaic Holdings, Inc. 0.00% Add +8.9% 20,464 $831K
Walkner Condon Financial Advisors LLC 0.15% Add +8.0% 20,299 $827K
Captrust Financial Advisors 0.00% Reduce -34.3% 19,904 $811K
Diversified Enterprises, LLC 0.06% Add +30.5% 19,867 $809K
SGL Investment Advisors, Inc. 0.38% Add +3.6% 19,025 $794K
Silver Oak Advisory Group, Inc. 0.38% Add +18.5% 19,159 $780K
Freedom Investment Management, Inc. 0.06% Reduce -9.6% 18,879 $769K
Painted Porch Advisors LLC 0.31% Add +3.0% 18,700 $762K
RVW Wealth, LLC 0.06% Reduce -2.0% 18,548 $756K
RTD Financial Advisors, Inc. 0.09% Add +5.2% 18,158 $740K
Legacy Edge Advisors, LLC 0.10% Add +22.6% 18,063 $736K
Mutual Advisors, LLC 0.02% Reduce -4.3% 16,624 $703K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.9% 16,799 $684K
Bokf, NA 0.01% Add +1.3% 16,102 $656K
Betterment LLC 0.00% Add +17.1% 16,037 $653K

"% 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 242 holders