Vault-13

NUSHARES ETF TR NUSC

NUVEEN ESG SMLCP · ETP · CUSIP 67092P607

185 institutional holders
18,155,44818.2m shares reported held*
$582.3mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($418.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.07.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,352,3705.4m $171.6m $171.6m 0.02% —
2 TIAA, FSB 0.32% of their portfolio ST. LOUIS, MO 2,340,7902.3m $75.1m $75.1m 0.32% —
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 912,029912.0k $29.2m $29.2m 0.01% —
4 Abacus Wealth Partners, LLC 14.54% of their portfolio SANTA MONICA, CA 855,927855.9k $27.4m $27.4m 14.54% —
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 776,378776.4k $24.9m $24.9m 0.00% —
6 MISSION WEALTH MANAGEMENT, LP 1.17% of their portfolio Santa Barbara, CA 676,771676.8k $21.7m $21.7m 1.17% —
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 553,012553.0k $17.7m $17.7m 0.01% —
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 546,178546.2k $17.5m $17.5m 0.01% —
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 428,729428.7k $13.7m $13.7m 0.00% —
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 365,159365.2k $11.7m $11.7m 0.01% —
11 Ameritas Advisory Services, LLC 0.68% of their portfolio Lincoln, NE 353,532353.5k $11.3m $11.3m 0.68% —
12 IMPACTfolio, LLC 7.49% of their portfolio DENVER, CO 239,300239.3k $7.7m $7.7m 7.49% —
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 232,383232.4k $7.5m $7.5m 0.00% —
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 230,212230.2k $7.4m $7.4m 0.00% —
15 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 209,565209.6k $6.7m $6.7m 0.01% —
16 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 202,478202.5k $6.5m $6.5m 0.02% —
17 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 187,769187.8k $6.0m $6.0m 0.03% —
18 EASTERN BANK 0.28% of their portfolio BOSTON, MA 155,222155.2k $5.0m $5.0m 0.28% —
19 BSW Wealth Partners 0.98% of their portfolio BOULDER, CO 124,379124.4k $4.0m $4.0m 0.98% —
20 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 114,598114.6k $3.7m $3.7m 0.01% —
21 Colorado Capital Management, Inc. 3.14% of their portfolio BOULDER, CO 113,228113.2k $3.6m $3.6m 3.14% —
22 SILVERHAWK ASSET MANAGEMENT, LLC 3.45% of their portfolio Scottsdale, AZ 107,420107.4k $3.4m $3.4m 3.45% —
23 WCG Wealth Advisors LLC 0.40% of their portfolio LAS VEGAS, NV 93,51193.5k $3.0m $3.0m 0.40% —
24 Dynamic Advisor Solutions LLC 0.22% of their portfolio PHOENIX, AZ 90,85890.9k $2.9m $2.9m 0.22% —
25 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 80,72580.7k $2.6m $2.6m 0.01% —
26 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 75,84675.8k $2.4m $2.4m 0.04% —
27 WHITTIER TRUST CO 0.05% of their portfolio SOUTH PASADENA, CA 73,36373.4k $2.4m $2.4m 0.05% —
28 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 73,00773.0k $2.2m $2.2m 0.06% —
29 First Pacific Financial 1.34% of their portfolio VANCOUVER, WA 72,76072.8k $2.3m $2.3m 1.34% —
30 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 70,26670.3k $2.3m $2.3m 0.01% —
31 Stonehearth Capital Management, LLC 1.38% of their portfolio DANVERS, MA 70,25470.3k $2.3m $2.3m 1.38% —
32 Laurel Wealth Planning LLC 1.56% of their portfolio EDINA, MN 66,30866.3k $2.1m $2.1m 1.56% —
33 VICUS CAPITAL 0.24% of their portfolio STATE COLLEGE, PA 63,27763.3k $2.0m $2.0m 0.24% —
34 Cable Hill Partners, LLC 0.39% of their portfolio PORTLAND, OR 59,90159.9k $1.9m $1.9m 0.39% —
35 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 59,49959.5k $1.9m $1.9m 0.01% —
36 Sowell Financial Services LLC 0.19% of their portfolio NORTH LITTLE ROCK, AR 59,37159.4k $1.9m $1.9m 0.19% —
37 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 54,16354.2k $1.7m $1.7m 0.01% —
38 BALASA DINVERNO & FOLTZ LLC 0.11% of their portfolio ITASCA, IL 53,30853.3k $1.7m $1.7m 0.11% —
39 LAKE STREET ADVISORS GROUP, LLC 0.12% of their portfolio PORTSMOUTH, NH 51,50651.5k $1.7m $1.7m 0.12% —
40 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 48,57748.6k $1.6m $1.6m 0.02% —
41 Corundum Group, Inc. 0.94% of their portfolio COLORADO SPRINGS, CO 46,58646.6k $1.5m $1.5m 0.94% —
42 First Ascent Asset Management, LLC 0.29% of their portfolio DENVER, CO 46,51846.5k $1.5m $1.5m 0.29% —
43 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 45,59045.6k $1.5m $1.5m 0.01% —
44 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 45,18145.2k $1.4m $1.4m 0.03% —
45 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 44,11144.1k $1.4m $1.4m 0.02% —
46 Relyea Zuckerberg Hanson LLC 0.48% of their portfolio STAMFORD, CT 41,73441.7k $1.3m $1.3m 0.48% —
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 39,08139.1k $1.3m $1.3m 0.00% —
48 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 38,63138.6k $1.2m $1.2m 0.04% —
49 Compass Ion Advisors, LLC 0.32% of their portfolio CONSHOHOCKEN, PA 36,11736.1k $1.2m $1.2m 0.32% —
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,03336.0k $1.2m $1.2m 0.00% —
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,66334.7k $1.1m $1.1m 0.00% —
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 34,38834.4k $1.1m $1.1m 0.01% —
53 Wescott Financial Advisory Group, LLC 0.29% of their portfolio Philadelphia, PA 32,37732.4k $1.0m $1.0m 0.29% —
54 WealthShield Partners, LLC 0.19% of their portfolio CARY, NC 30,54230.5k $979.0k $979.0k 0.19% —
55 Klaas Financial Asset Advisors, LLC 0.24% of their portfolio LOVES PARK, IL 30,07630.1k $964.0k $964.0k 0.24% —
56 Avantax Planning Partners, Inc. 0.04% of their portfolio DUBUQUE, IA 29,41929.4k $943.0k $943.0k 0.04% —
57 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 29,20729.2k $936.0k $936.0k 0.00% —
58 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 28,26828.3k $906.0k $906.0k 0.02% —
59 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,22728.2k $905.0k $905.0k 0.01% —
60 WHITTIER TRUST CO OF NEVADA INC 0.04% of their portfolio RENO, NV 27,46627.5k $881.0k $881.0k 0.04% —
61 Sand Hill Global Advisors, LLC 0.05% of their portfolio Palo Alto, CA 26,91126.9k $863.0k $863.0k 0.05% —
62 Arlington Financial Advisors, LLC 0.43% of their portfolio SANTA BARBARA, CA 26,40726.4k $847.0k $847.0k 0.43% —
63 Quantum Financial Advisors, LLC 0.37% of their portfolio SANTA MONICA, CA 25,82825.8k $828.0k $828.0k 0.37% —
64 Brio Consultants, LLC 0.17% of their portfolio SAN FRANCISCO, CA 24,29524.3k $822.0k $822.0k 0.17% —
65 Scott Capital Advisors, LLC 0.53% of their portfolio PORTLAND, OR 24,25924.3k $778.0k $778.0k 0.53% —
66 Addison Advisors LLC 0.48% of their portfolio MIDDLEBURY, VT 24,12824.1k $774.0k $774.0k 0.48% —
67 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 23,29423.3k $764.0k $764.0k 0.05% —
68 Modera Wealth Management, LLC 0.04% of their portfolio WESTWOOD, NJ 22,58422.6k $724.0k $724.0k 0.04% —
69 BOK Financial Private Wealth, Inc. 0.06% of their portfolio DENVER, CO 21,07921.1k $676.0k $676.0k 0.06% —
70 Walkner Condon Financial Advisors LLC 0.22% of their portfolio MADISON, WI 21,03321.0k $674.0k $674.0k 0.22% —
71 RAYMOND JAMES TRUST N.A. 0.02% of their portfolio ST. PETERSBURG, FL 20,76320.8k $666.0k $666.0k 0.02% —
72 LINCOLN NATIONAL CORP 0.02% of their portfolio RADNOR, PA 20,43320.4k $655.0k $655.0k 0.02% —
73 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 19,97820.0k $641.0k $641.0k 0.04% —
74 RVW Wealth, LLC 0.09% of their portfolio LOS ANGELES, CA 19,77219.8k $634.0k $634.0k 0.09% —
75 Pacific Sun Financial Corp 0.45% of their portfolio LOS ANGELES, CA 19,75819.8k $634.0k $634.0k 0.45% —
76 PATHSTONE FAMILY OFFICE, LLC 0.01% of their portfolio ENGLEWOOD, NJ 19,63819.6k $629.8k $629.8k 0.01% —
77 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 19,45319.5k $624.0k $624.0k 0.01% —
78 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 19,40819.4k $622.0k $622.0k 0.01% —
79 Veritable, L.P. 0.01% of their portfolio Newtown Square, PA 18,64118.6k $598.0k $598.0k 0.01% —
80 Sandbox Financial Partners, LLC 0.41% of their portfolio BETHESDA, MD 17,44717.4k $559.0k $559.0k 0.41% —
81 3D/L Capital Management, LLC 0.16% of their portfolio Hartford, CT 17,23517.2k $553.0k $553.0k 0.16% —
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 17,22317.2k $552.0k $552.0k 0.03% —
83 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 17,16517.2k $550.0k $550.0k 0.02% —
84 BerganKDV Wealth Management, LLC 0.07% of their portfolio BLOOMINGTON, MN 17,04717.0k $547.0k $547.0k 0.07% —
85 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 16,66116.7k $534.0k $534.0k 0.00% —
86 Neumann Capital Management, LLC 0.27% of their portfolio FOSTER CITY, CA 16,60416.6k $532.0k $532.0k 0.27% —
87 RTD Financial Advisors, Inc. 0.09% of their portfolio Philadelphia, PA 16,04716.0k $515.0k $515.0k 0.09% —
88 New York Life Investment Management LLC 0.01% of their portfolio New York, NY 15,85015.8k $508.0k $508.0k 0.01% —
89 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 14,79814.8k $474.0k $474.0k 0.01% —
90 CX Institutional 0.03% of their portfolio AUBURN, IN 14,50814.5k $465.0k $465.0k 0.03% —
91 DeDora Capital, Inc. 0.24% of their portfolio Napa, CA 14,17114.2k $454.0k $454.0k 0.24% —
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 14,14514.1k $454.0k $454.0k 0.00% —
93 Glen Eagle Advisors, LLC 0.12% of their portfolio KINGSTON, NJ 13,42213.4k $430.4k $430.4k 0.12% —
94 Evolution Advisers, Inc. 0.37% of their portfolio RICHMOND, VA 13,28113.3k $425.0k $425.0k 0.37% —
95 White Lighthouse Investment Management Inc. 0.12% of their portfolio BEDFORD, MA 12,94712.9k $415.0k $415.0k 0.12% —
96 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 12,75712.8k $409.0k $409.0k 0.01% —
97 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 12,55612.6k $403.0k $403.0k 0.00% —
98 TriaGen Wealth Management LLC 0.22% of their portfolio Calabasas, CA 12,53012.5k $402.0k $402.0k 0.22% —
99 WRAPMANAGER INC 0.13% of their portfolio MILL VALLEY, CA 12,02412.0k $386.0k $386.0k 0.13% —
100 Financial Architects, Inc 0.07% of their portfolio MARLTON, NJ 11,92911.9k $382.0k $382.0k 0.07% —