NUSC Institutional Ownership
Nuveen ESG Small-Cap ETF
1W: +0.1%
1M: -3.4%
3M: -4.4%
YTD: +9.3%
1Y: +12.4%
3Y: +46.9%
5Y: +24.3%
$49.31
+0.53 (+1.09%)
Weekly Expected Move ±1.5%
$48
$49
$49
$50
$51
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — NUSC
289
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
26
New Positions
99
Increased
103
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (303 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,948,385 | $96M | -1,928,893 | -49.7% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,809,595 | $89M | +88,269 | +5.1% | 20Q | SEC ↗ |
| 3 | Abacus Wealth Partners, LLC | 1,546,982 | $76M | +112,553 | +7.8% | 23Q | SEC ↗ |
| 4 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,191,187 | $59M | -62,773 | -5.0% | 2Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 1,058,129 | $52M | +3,025 | +0.3% | 34Q | SEC ↗ |
| 6 | UBS Group AG | 1,048,387 | $52M | +304,680 | +41.0% | 35Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,037,858 | $51M | -8,209 | -0.8% | 33Q | SEC ↗ |
| 8 | MISSION WEALTH MANAGEMENT, LP | 876,476 | $43M | +45,767 | +5.5% | 33Q | SEC ↗ |
| 9 | LPL Financial LLC | 838,353 | $41M | +18,604 | +2.3% | 35Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 446,466 | $22M | +86,553 | +24.0% | 20Q | SEC ↗ |
| 11 | Boston Common Asset Management, LLC | 419,630 | $21M | -5,152 | -1.2% | 3Q | SEC ↗ |
| 12 | North Berkeley Wealth Management, LLC | 294,384 | $15M | +533 | +0.2% | 7Q | SEC ↗ |
| 13 | First Pacific Financial | 260,637 | $13M | -4,395 | -1.7% | 22Q | SEC ↗ |
| 14 | Creative Planning | 259,819 | $13M | -639 | -0.2% | 26Q | SEC ↗ |
| 15 | ASSETMARK, INC | 257,008 | $13M | -4,808 | -1.8% | 17Q | SEC ↗ |
| 16 | WCG Wealth Advisors LLC | 237,572 | $12M | +15,571 | +7.0% | 17Q | SEC ↗ |
| 17 | FMR LLC | 217,124 | $11M | -3,122 | -1.4% | 32Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 216,566 | $11M | +4,510 | +2.1% | 32Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 169,185 | $8M | +1,436 | +0.9% | 22Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 150,593 | $7M | +1,168 | +0.8% | 16Q | SEC ↗ |
| 21 | Allworth Financial LP | 138,301 | $7M | +2,093 | +1.5% | 20Q | SEC ↗ |
| 22 | DeDora Capital, Inc. | 135,160 | $7M | +839 | +0.6% | 16Q | SEC ↗ |
| 23 | Colorado Capital Management, Inc. | 133,688 | $7M | -1,066 | -0.8% | 31Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 133,454 | $7M | +2,864 | +2.2% | 27Q | SEC ↗ |
| 25 | Allodium Investment Consultants, LLC | 130,437 | $6M | +7,731 | +6.3% | 7Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 127,194 | $6M | +10,746 | +9.2% | 19Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP NEW | 121,900 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Ameritas Advisory Services, LLC | 121,636 | $6M | +37,956 | +45.4% | 3Q | SEC ↗ |
| 29 | Palisades Hudson Asset Management, L.P | 119,284 | $6M | +7,138 | +6.4% | 15Q | SEC ↗ |
| 30 | CAPTRUST FINANCIAL ADVISORS | 114,112 | $6M | +9,118 | +8.7% | 6Q | SEC ↗ |
| 31 | EP Wealth Advisors, LLC | 109,636 | $5M | +3,547 | +3.3% | 3Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC | 108,786 | $5M | -947 | -0.9% | 12Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 104,243 | $5M | +2,474 | +2.4% | 23Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 101,563 | $5M | +3,646 | +3.7% | 32Q | SEC ↗ |
| 35 | COLDSTREAM CAPITAL MANAGEMENT INC | 94,514 | $5M | -87,103 | -48.0% | 5Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 88,259 | $4M | +3,106 | +3.6% | 24Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 85,607 | $4M | +3,322 | +4.0% | 16Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 82,714 | $4M | +486 | +0.6% | 7Q | SEC ↗ |
| 39 | Rossby Financial, LCC | 77,279 | $4M | +1,678 | +2.2% | 7Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 74,086 | $4M | +2,785 | +3.9% | 34Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 70,925 | $3M | -191,520 | -73.0% | 15Q | SEC ↗ |
| 42 | BSW Wealth Partners | 68,509 | $3M | -11,842 | -14.7% | 32Q | SEC ↗ |
| 43 | ST GERMAIN D J CO INC | 66,431 | $3M | +1,383 | +2.1% | 7Q | SEC ↗ |
| 44 | True Blue Financial, LLC | 62,651 | $3M | -65,411 | -51.1% | 3Q | SEC ↗ |
| 45 | SilverOak Wealth Management LLC | 62,225 | $3M | +479 | +0.8% | 11Q | SEC ↗ |
| 46 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 59,252 | $3M | +917 | +1.6% | 3Q | SEC ↗ |
| 47 | UBS AM, a distinct business unit of UB | 58,824 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 57,514 | $3M | +467 | +0.8% | 12Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 57,358 | $3M | -743 | -1.3% | 22Q | SEC ↗ |
| 50 | RWA WEALTH PARTNERS, LLC | 54,793 | $3M | +107 | +0.2% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 121,900 | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,519 | $1M |
| Colter Lewis Investment Partners LL | 14,595 | $720K |
| ZENITH SOLUTIONS, INC. | 8,340 | $411K |
| MOLLER WEALTH PARTNERS | 7,813 | $385K |
| Tower Research Capital LLC (TRC) | 6,674 | $329K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,818 | $238K |
| Diversify Advisory Services, LLC | 4,818 | $238K |
| WARNER FINANCIAL, INC | 4,748 | $234K |
| Fifth Third Wealth Advisors LLC | 4,733 | $233K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,328 | $213K |
| Empirical Financial Services, LLC d | 4,080 | $201K |
| JGP Wealth Management, LLC | 3,960 | $195K |
| Sage Advisory Services, Ltd.Co. | 3,892 | $192K |
| GGM Financial LLC | 2,431 | $120K |
| First Bancorp, Inc /ME | 1,390 | $69K |
| IFG Advisory, LLC | 1,236 | $61K |
| MCF Advisors LLC | 1,129 | $56K |
| FIDUCIARY FINANCIAL ADVISORS | 740 | $36K |
| SIGNATUREFD, LLC | 471 | $23K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueWealth Financial Partners | 124,591 | $6M |
| XY Planning Network, Inc. | 50,553 | $2M |
| Envestnet Portfolio Solutions, Inc. | 42,417 | $2M |
| WealthShield Partners, LLC | 32,555 | $2M |
| Neumann Capital Management, LLC | 23,519 | $1M |
| Addison Advisors LLC | 18,645 | $919K |
| Independent Advisor Alliance | 17,797 | $878K |
| Ascentis Independent Advisors | 11,401 | $562K |
| Per Stirling Capital Management, LL | 7,334 | $362K |
| LexAurum Advisors, LLC | 7,326 | $361K |
| RFG Advisory, LLC | 6,794 | $335K |
| Fortis Capital Advisors, LLC | 5,522 | $272K |
| Belpointe Asset Management LLC | 5,522 | $272K |
| MCCARTER PRIVATE WEALTH SERVICES LL | 5,084 | $251K |
| Collaborative Wealth Managment Inc. | 4,871 | $240K |
| Petros Family Wealth, LLC | 4,659 | $230K |
| Qube Research & Technologies Ltd | 3,469 | $171K |
| Arkos Global Advisors | 3,277 | $162K |
| RMG Wealth Management LLC | 3,244 | $160K |
| Western Wealth Management, LLC | 3,231 | $159K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -1,928,893 | -49.7% | 1,948,385 |
| Corient Private Wealth LP | -191,520 | -73.0% | 70,925 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -87,103 | -48.0% | 94,514 |
| True Blue Financial, LLC | -65,411 | -51.1% | 62,651 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -62,773 | -5.0% | 1,191,187 |
| Clarity Wealth Development LLC | -31,023 | -43.5% | 40,258 |
| Mariner, LLC | -25,151 | -78.6% | 6,841 |
| GOLDMAN SACHS GROUP INC | -22,453 | -82.0% | 4,945 |
| CITADEL ADVISORS LLC | -19,514 | -81.3% | 4,494 |
| BSW Wealth Partners | -11,842 | -14.7% | 68,509 |
| MORGAN STANLEY | -8,209 | -0.8% | 1,037,858 |
| SageView Advisory Group, LLC | -7,974 | -19.6% | 32,674 |
| GeoWealth Management, LLC | -7,755 | -37.9% | 12,687 |
| Modern Wealth Management, LLC | -6,619 | -16.8% | 32,766 |
| Boston Common Asset Management, LLC | -5,152 | -1.2% | 419,630 |
| ASSETMARK, INC | -4,808 | -1.8% | 257,008 |
| First Pacific Financial | -4,395 | -1.7% | 260,637 |
| Equitable Holdings, Inc. | -3,647 | -13.7% | 23,020 |
| FMR LLC | -3,122 | -1.4% | 217,124 |
| HighTower Advisors, LLC | -2,204 | -7.1% | 28,735 |