Institutional Ownership Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $958 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
28,936
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Added 58.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
27,724
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
27,270
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
26,972
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,878
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2023
Reduced 69.35%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
25,758
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
24,901
shares
|
$983,838
0.38% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
24,491
shares
|
$967,639
0.5% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
23,853
shares
|
$942,432
0.1% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
22,565
shares
|
$891,543
0.28% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
22,264
shares
|
$879,650
0.27% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
22,214
shares
|
$877,675
0.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
21,784
shares
|
$860,685
0.3% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
20,949
shares
|
$827,694
0.03% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
20,779
shares
|
$820,978
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
20,271
shares
|
$800,907
0.11% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
19,758
shares
|
$780,638
0.17% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
19,692
shares
|
$778,030
0.53% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,539
shares
|
$771,985
0.11% of portfolio
|
Q2 2023
Added 5.74%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
19,533
shares
|
$771,748
0.01% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,131
shares
|
$755,865
0.0% of portfolio
|
Q4 2024
Added 118.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
17,895
shares
|
$707,031
0.07% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
17,247
shares
|
$681,428
0.03% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
16,988
shares
|
$671,195
0.37% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,679
shares
|
$658,987
0.0% of portfolio
|
Q4 2024
Added 22.01%
|