NUVEEN ESG SMALL-CAP ETF NUSC
$51.38
-1.0% 52w: $39.32 – $52.12
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data39.3245.7252.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
265
+5 QoQ
13F value
$952.4M
-7.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns NUSC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.9M | $174.7M | 0.0% | -37.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.7M | $77.6M | 0.1% | +16.3% |
| Abacus Wealth Partners, LLC | Wealth advisor | 1.4M | $64.6M | 5.9% | +2.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.3M | $56.5M | 0.2% | — |
| ROYAL BANK OF CANADA | Bank broker | 1.1M | $47.5M | 0.0% | +1.9% |
| MORGAN STANLEY | Bank broker | 1.0M | $47.1M | 0.0% | -2.1% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 830.7K | $37.4M | 0.8% | +1.5% |
| LPL Financial LLC | Bank broker | 819.7K | $36.9M | 0.0% | +36.9% |
| UBS Group AG | Bank broker | 743.7K | $33.5M | 0.0% | +119.6% |
| Boston Common Asset Management, LLC | Other | 424.8K | $19.1M | 1.2% | -4.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 359.9K | $16.2M | 0.0% | +2.5% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 293.9K | $13.2M | 7.0% | +2.9% |
| First Pacific Financial | Wealth advisor | 265.0K | $11.9M | 1.5% | -0.1% |
| Corient Private Wealth LLC | Diversified mechanical | 262.4K | $11.8M | 0.0% | -48.1% |
| ASSETMARK, INC | Wealth advisor | 261.8K | $11.8M | 0.0% | +0.9% |
| Creative Planning | Wealth advisor | 260.5K | $11.7M | 0.0% | +11.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 222.0K | $10.0M | 0.3% | +0.2% |
| FMR LLC | Long only active | 220.2K | $9.9M | 0.0% | +10.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 212.1K | $9.6M | 0.0% | +1.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 181.6K | $8.2M | 0.1% | -5.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 167.7K | $7.6M | 0.0% | +2.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 149.4K | $6.7M | 0.0% | -1.9% |
| Allworth Financial LP | Wealth advisor | 136.2K | $6.1M | 0.0% | -0.3% |
| Colorado Capital Management, Inc. | Wealth advisor | 134.8K | $6.1M | 2.3% | +3.1% |
| DeDora Capital, Inc. | Wealth advisor | 134.3K | $6.1M | 1.5% | +1.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 130.6K | $5.9M | 0.0% | +49.4% |
| True Blue Financial, LLC | Wealth advisor | 128.1K | $5.8M | 4.5% | +2.8% |
| Allodium Investment Consultants, LLC | Wealth advisor | 122.7K | $5.5M | 2.6% | -10.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 116.4K | $5.1M | 0.0% | +33.8% |
| Palisades Hudson Asset Management, L.P. | Wealth advisor | 112.1K | $5.1M | 2.0% | +3.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 109.7K | $4.9M | 0.0% | +5.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 106.1K | $4.8M | 0.0% | +1230.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 105.0K | $4.7M | 0.0% | +8.4% |
| Cetera Investment Advisers | Wealth advisor | 101.8K | $4.6M | 0.0% | +3.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 97.9K | $4.4M | 0.0% | -19.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 85.2K | $3.8M | 0.0% | -0.4% |
| Ameritas Advisory Services, LLC | Wealth advisor | 83.7K | $3.8M | 0.1% | -1.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 82.2K | $3.7M | 0.0% | -61.6% |
| BSW Wealth Partners | Wealth advisor | 80.4K | $3.6M | 0.4% | -3.0% |
| JPMORGAN CHASE & CO | Bank broker | 82.3K | $3.6M | 0.0% | +17.3% |
| Rossby Financial, LCC | Wealth advisor | 75.6K | $3.4M | 0.7% | -2.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 71.3K | $3.2M | 0.0% | -0.1% |
| Clarity Wealth Development LLC | Wealth advisor | 71.3K | $3.2M | 2.6% | +0.8% |
| ST GERMAIN D J CO INC | Other | 65.0K | $2.9M | 0.1% | +2.5% |
| SilverOak Wealth Management LLC | Wealth advisor | 61.7K | $2.8M | 0.4% | +1.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 58.8K | $2.7M | 0.0% | +2941100.0% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 58.3K | $2.6M | 1.4% | +1.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 58.1K | $2.6M | 0.0% | -13.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 57.0K | $2.6M | 0.0% | -38.0% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 54.7K | $2.5M | 0.0% | -1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.