Nuveen ESG Small-Cap ETFNUSCETF

13F holders, Q3 2025 (September 30)
249holders +7
21new positions
12sold out
$44.11avg. 13F price*

At the end of Q3 2025, 249 institutions reported holding Nuveen ESG Small-Cap ETF (NUSC) in their 13F filings, up 7 from Q2 2025. 21 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($277.0M), Tiaa Trust, National Association ($65.9M) and Abacus Wealth Partners, LLC ($59.4M).

Company
Nuveen ESG Small-Cap ETF
Filed as
NUSHARES ETF TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$3.1M
Exits12$7.1M

All 13F filers, Q2 2025 → Q3 2025: 1,005,815 shares bought and 1,296,218 shares sold, net −290,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 249 holders

Bank of America Corp. 0.02% Add +0.3% 6,280,149 $277.0M
Tiaa Trust, National Association 0.16% Add +1.9% 1,495,268 $65.9M
Abacus Wealth Partners, LLC 8.54% Add +4.2% 1,345,941 $59.4M
Mercer Global Advisors Inc. 0.09% Add +74.3% 1,184,440 $52.2M
Morgan Stanley 0.00% Reduce -5.7% 1,124,859 $49.6M
Royal Bank of Canada 0.01% Reduce -1.8% 994,769 $43.9M
Mission Wealth Management, LP 0.72% Reduce -0.7% 796,192 $35.1M
LPL Financial LLC 0.01% Reduce -3.6% 625,326 $27.6M
Bank of New York Mellon Corp 0.00% Add +0.0% 355,169 $15.7M
UBS Group AG 0.00% Reduce -19.4% 342,481 $15.1M
North Berkeley Wealth Management, LLC 9.96% Reduce -1.4% 286,338 $12.6M
Corient Private Wealth LP 0.02% Add +12.6% 258,174 $11.4M
First Pacific Financial 1.57% Add +2.7% 255,519 $11.3M
Creative Planning 0.01% Reduce -3.8% 221,117 $9.8M
Raymond James Financial Inc. 0.00% Add +19.5% 211,185 $9.3M
Coldstream Capital Management Inc. 0.12% Add +85.6% 199,206 $8.8M
Wells Fargo & Company 0.00% Reduce -17.9% 196,081 $8.6M
FMR LLC 0.00% Reduce -0.5% 190,312 $8.4M
Ameriprise Financial Inc. 0.00% Reduce -8.5% 148,064 $6.5M
Stifel Financial Corp. 0.01% Add +1.0% 140,429 $6.2M
Allodium Investment Consultants, LLC 3.45% Add +2.9% 138,695 $6.1M
Allworth Financial LP 0.03% Add +8.1% 137,681 $6.1M
Colorado Capital Management, Inc. 2.27% Reduce -3.7% 133,180 $5.9M
DeDora Capital, Inc. 1.40% Add +0.1% 131,605 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -2.2% 127,473 $5.6M
Cetera Investment Advisers 0.01% Add +16.2% 99,519 $4.4M
Palisades Hudson Asset Management, L.P. 1.58% Add +5.0% 98,976 $4.4M
Beacon Pointe Advisors, LLC 0.04% Add +19.1% 98,788 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.2% 97,067 $4.3M
LongView Asset Management LLC 2.85% Add +15.1% 93,518 $4.1M
BSW Wealth Partners 0.46% Reduce -2.6% 84,525 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +62.8% 81,310 $3.6M
Rossby Financial, LCC 1.17% Add +2.1% 79,400 $3.5M
Jones Financial Companies LLLP 0.00% Add +5.0% 79,694 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.8% 76,105 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -86.3% 72,856 $3.2M
Clarity Wealth Development LLC 2.88% Reduce -1.8% 70,593 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -3.1% 71,587 $3.2M
NewEdge Advisors, LLC 0.01% Reduce -1.7% 69,483 $3.1M
Rwa Wealth Partners, LLC 0.03% Reduce -0.1% 65,261 $2.9M
Arlington Financial Advisors, LLC 0.38% Reduce -0.4% 59,006 $2.6M
St Germain D J Co. Inc. 0.10% Add +5.5% 58,815 $2.6M
Corundum Group, Inc. 1.04% Reduce -1.7% 57,666 $2.5M
Whittier Trust Co. 0.03% Add +0.1% 56,080 $2.5M
SilverOak Wealth Management LLC 0.41% Add +3.4% 54,935 $2.4M
Dynamic Advisor Solutions LLC 0.07% Reduce -4.9% 52,256 $2.3M
Modera Wealth Management, LLC 0.03% Reduce -1.9% 52,144 $2.3M
Wescott Financial Advisory Group, LLC 0.20% Add +15.9% 50,899 $2.2M
Modern Wealth Management, LLC 0.04% No change 47,120 $2.1M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -2.5% 45,266 $2.0M
WCG Wealth Advisors LLC 0.12% Reduce -76.7% 42,991 $1.9M
IMPACTfolio, LLC 0.82% Add +12.3% 42,971 $1.9M
XY Planning Network, Inc. 0.64% No change 46,146 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.7% 42,308 $1.9M
Stonehearth Capital Management, LLC 0.72% Reduce -0.1% 42,046 $1.9M
Lazard Asset Management LLC 0.00% No change 41,898 $1.8M
SageView Advisory Group, LLC 0.06% Reduce -0.2% 40,907 $1.8M
GeoWealth Management, LLC 0.06% Reduce -12.0% 40,315 $1.8M
SK Wealth Management, LLC 0.60% Reduce -9.6% 36,433 $1.6M
Westfuller Advisors, LLC 0.73% Add +3.5% 36,285 $1.6M
Pathstone Holdings, LLC 0.01% No change 35,961 $1.6M
Klaas Financial Asset Advisors, LLC 0.23% Add +4.0% 34,772 $1.5M
Pioneer Wealth Management Group 0.46% Reduce -0.3% 32,242 $1.4M
Revolve Wealth Partners, LLC 0.17% Add +2.4% 31,525 $1.4M
Stewardship Advisors, LLC 0.32% Reduce -0.6% 31,129 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -16.5% 30,346 $1.3M
WealthShield Partners, LLC 0.15% Add +0.3% 30,267 $1.3M
HighTower Advisors, LLC 0.00% Reduce -2.8% 30,265 $1.3M
Harbour Investments, Inc. 0.03% Reduce -6.0% 30,090 $1.3M
Vicus Capital 0.09% Reduce -32.4% 27,219 $1.2M
Focus Partners Wealth 0.00% Reduce -11.6% 25,116 $1.1M
Mariner, LLC 0.00% Reduce -1.7% 24,110 $1.1M
Walkner Condon Financial Advisors LLC 0.16% Add +15.7% 23,487 $1.0M
Neumann Capital Management, LLC 0.30% Add +1.4% 23,269 $1.0M
Addison Advisors LLC 0.23% No change 22,565 $995K
Advisory Services Network, LLC 0.01% Reduce -1.0% 22,427 $989K
Osaic Holdings, Inc. 0.00% Add +10.0% 22,512 $981K
Brio Consultants, LLC 0.13% Reduce -8.1% 21,723 $958K
Betterment LLC 0.00% Add +35.0% 21,658 $955K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -49.9% 21,293 $939K
Equita Financial Network, Inc. 0.31% Reduce -1.4% 21,012 $927K
UMB Bank, n.a. 0.01% Add +1.7% 20,998 $926K
Oppenheimer Asset Management Inc. 0.01% Reduce -0.5% 20,813 $918K
Diversified Enterprises, LLC 0.06% Add +3.7% 20,605 $909K
One Capital Management, LLC 0.03% Reduce -4.4% 19,995 $882K
Captrust Financial Advisors 0.00% No change 19,904 $878K
SGL Investment Advisors, Inc. 0.37% Add +4.1% 19,812 $878K
Legacy Edge Advisors, LLC 0.10% Add +8.9% 19,675 $868K
RTD Financial Advisors, Inc. 0.10% Add +5.7% 19,195 $847K
Silver Oak Advisory Group, Inc. 0.37% Reduce -2.9% 18,604 $820K
RVW Wealth, LLC 0.06% Reduce -0.2% 18,504 $816K
Midwest Trust Co 0.01% Reduce -39.7% 16,700 $736K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.2% 16,600 $732K
Mutual Advisors, LLC 0.02% Reduce -2.4% 16,225 $727K
Painted Porch Advisors LLC 0.27% Reduce -13.2% 16,234 $716K
Evolution Advisers, Inc. 0.32% Add +0.2% 15,985 $708K
Bokf, NA 0.01% Reduce -2.4% 15,710 $693K
TriaGen Wealth Management LLC 0.18% No change 15,320 $676K
Bragg Financial Advisors, Inc 0.02% Add +2.1% 14,980 $661K
Shotwell Rutter Baer Inc 0.42% Add +11.0% 14,577 $650K

"% 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 249 holders