Vault-13

NUSHARES ETF TR NUSC

NUVEEN ESG SMLCP · ETP · CUSIP 67092P607

268 institutional holders +1 vs Q1 2026
19,586,14019.6m shares reported held*
$1.0bnreported value*
24 new 99 added 84 reduced 19 sold out net sold ≈ $79.2m (-1.5m shares)

* 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 ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 185Q4 22: 207Q1 23: 204Q2 23: 214Q3 23: 210Q4 23: 229Q1 24: 234Q2 24: 235Q3 24: 242Q4 24: 265Q1 25: 256Q2 25: 244Q3 25: 250Q4 25: 261Q1 26: 267Q2 26: 268268Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022185
Q4 2022207
Q1 2023204
Q2 2023214
Q3 2023210
Q4 2023229
Q1 2024234
Q2 2024235
Q3 2024242
Q4 2024265
Q1 2025256
Q2 2025244
Q3 2025250
Q4 2025261
Q1 2026267
Q2 2026268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 94 bought or addedQ3 24: 96 cut or sold outQ4 24: 111 bought or addedQ4 24: 107 cut or sold outQ4 24Q1 25: 104 bought or addedQ1 25: 122 cut or sold outQ2 25: 107 bought or addedQ2 25: 109 cut or sold outQ2 25Q3 25: 94 bought or addedQ3 25: 113 cut or sold outQ4 25: 108 bought or addedQ4 25: 117 cut or sold outQ4 25Q1 26: 108 bought or addedQ1 26: 111 cut or sold outQ2 26: 123 bought or addedQ2 26: 103 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249496
Q4 2024111107
Q1 2025104122
Q2 2025107109
Q3 202594113
Q4 2025108117
Q1 2026108111
Q2 2026123103

Biggest buyers

UBS Group AG Added +304,680+304.7k
TWO SIGMA INVESTMENTS, LP New +121,900+121.9k
Abacus Wealth Partners, LLC Added +112,553+112.6k
MERCER GLOBAL ADVISORS INC /ADV Added +88,269+88.3k
Bank of New York Mellon Corp Added +86,553+86.6k
Cambridge Investment Research Advisors, Inc. Added +76,871+76.9k
MISSION WEALTH MANAGEMENT, LP Added +45,767+45.8k
Ameritas Advisory Services, LLC Added +37,956+38.0k
Farther Finance Advisors, LLC Added +28,371+28.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +20,519+20.5k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,928,893-1.9m
Corient Private Wealth LP Reduced -191,520-191.5k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -87,103-87.1k
True Blue Financial, LLC Reduced -65,411-65.4k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -62,773-62.8k
XY Planning Network, Inc. Sold out -50,553-50.6k
WealthShield Partners, LLC Sold out -32,555-32.6k
Clarity Wealth Development LLC Reduced -31,023-31.0k
Mariner, LLC Reduced -25,151-25.2k
Neumann Capital Management, LLC Sold out -23,519-23.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,948,3851.9m $101.5m $101.5m 0.01% Reduced -1.9m -1,928,893
2 MERCER GLOBAL ADVISORS INC /ADV 0.12% of their portfolio DENVER, CO 1,809,5951.8m $94.3m $94.3m 0.12% Added +88.3k +88,269
3 Abacus Wealth Partners, LLC 8.47% of their portfolio SANTA MONICA, CA 1,546,9821.5m $80.6m $80.6m 8.47% Added +112.6k +112,553
4 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.21% of their portfolio CHARLOTTE, NC 1,191,1871.2m $62.1m $62.1m 0.21% Reduced -62.8k -62,773
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,058,1291.1m $55.1m $55.1m 0.01% Added +3.0k +3,025
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,048,3871.0m $54.6m $54.6m 0.01% Added +304.7k +304,680
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,037,8581.0m $54.1m $54.1m 0.00% Reduced -8.2k -8,209
8 MISSION WEALTH MANAGEMENT, LP 0.57% of their portfolio Santa Barbara, CA 876,476876.5k $45.7m $45.7m 0.57% Added +45.8k +45,767
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 838,353838.4k $43.7m $43.7m 0.01% Added +18.6k +18,604
10 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 446,466446.5k $23.3m $23.3m 0.00% Added +86.6k +86,553
11 Boston Common Asset Management, LLC 1.30% of their portfolio BOSTON, MA 419,630419.6k $21.9m $21.9m 1.30% Reduced -5.2k -5,152
12 North Berkeley Wealth Management, LLC 6.20% of their portfolio Berkeley, CA 294,384294.4k $15.3m $15.3m 6.20% Added +533 +533
13 First Pacific Financial 1.62% of their portfolio VANCOUVER, WA 260,637260.6k $13.6m $13.6m 1.62% Reduced -4.4k -4,395
14 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 259,819259.8k $13.5m $13.5m 0.01% Reduced -639 -639
15 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 257,008257.0k $13.4m $13.4m 0.02% Reduced -4.8k -4,808
16 WCG Wealth Advisors LLC 0.29% of their portfolio LAS VEGAS, NV 237,572237.6k $12.4m $12.4m 0.29% Added +15.6k +15,571
17 FMR LLC 0.00% of their portfolio BOSTON, MA 217,124217.1k $11.3m $11.3m 0.00% Reduced -3.1k -3,122
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 216,566216.6k $11.3m $11.3m 0.00% Added +4.5k +4,510
19 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 169,185169.2k $8.8m $8.8m 0.01% Added +1.4k +1,436
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 150,593150.6k $7.9m $7.9m 0.00% Added +1.2k +1,168
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 148,172148.2k $7.7m $7.7m 0.01% Added +76.9k +76,871
22 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 138,301138.3k $7.2m $7.2m 0.03% Added +2.1k +2,093
23 DeDora Capital, Inc. 1.53% of their portfolio Napa, CA 135,160135.2k $7.0m $7.0m 1.53% Added +839 +839
24 Colorado Capital Management, Inc. 2.38% of their portfolio BOULDER, CO 133,688133.7k $7.0m $7.0m 2.38% Reduced -1.1k -1,066
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 133,454133.5k $7.0m $7.0m 0.00% Added +2.9k +2,864
26 Allodium Investment Consultants, LLC 2.89% of their portfolio MINNEAPOLIS, MN 130,437130.4k $6.8m $6.8m 2.89% Added +7.7k +7,731
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 127,194127.2k $6.6m $6.6m 0.00% Added +10.7k +10,746
28 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 121,900121.9k $6.4m $6.4m 0.00% New
29 Ameritas Advisory Services, LLC 0.13% of their portfolio Lincoln, NE 121,636121.6k $6.3m $6.3m 0.13% Added +38.0k +37,956
30 Palisades Hudson Asset Management, L.P. 2.18% of their portfolio FORT LAUDERDALE, FL 119,284119.3k $6.2m $6.2m 2.18% Added +7.1k +7,138
31 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 114,112114.1k $5.9m $5.9m 0.01% Added +9.1k +9,118
32 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 109,636109.6k $5.7m $5.7m 0.02% Added +3.5k +3,547
33 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 108,786108.8k $5.7m $5.7m 0.03% Reduced -947 -947
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 104,243104.2k $5.4m $5.4m 0.00% Added +2.5k +2,474
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 101,563101.6k $5.3m $5.3m 0.01% Added +3.6k +3,646
36 COLDSTREAM CAPITAL MANAGEMENT INC 0.06% of their portfolio BELLEVUE, WA 94,51494.5k $4.9m $4.9m 0.06% Reduced -87.1k -87,103
37 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 88,25988.3k $4.6m $4.6m 0.01% Added +3.1k +3,106
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 85,60785.6k $4.4m $4.4m 0.00% Added +3.3k +3,322
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 82,71482.7k $4.3m $4.3m 0.00% Added +486 +486
40 Rossby Financial, LCC 0.74% of their portfolio MELBOURNE, FL 77,27977.3k $4.0m $4.0m 0.74% Added +1.7k +1,678
41 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 70,92570.9k $3.7m $3.7m 0.01% Reduced -191.5k -191,520
42 BSW Wealth Partners 0.40% of their portfolio BOULDER, CO 68,50968.5k $3.6m $3.6m 0.40% Reduced -11.8k -11,842
43 ST GERMAIN D J CO INC 0.12% of their portfolio SPRINGFIELD, MA 66,43166.4k $3.5m $3.5m 0.12% Added +1.4k +1,383
44 True Blue Financial, LLC 1.38% of their portfolio STEVENSVILLE, MI 62,65162.7k $3.3m $3.3m 1.38% Reduced -65.4k -65,411
45 SilverOak Wealth Management LLC 0.42% of their portfolio Edina, MN 62,22562.2k $3.2m $3.2m 0.42% Added +479 +479
46 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.45% of their portfolio BLOOMINGTON, MN 59,25259.3k $3.1m $3.1m 1.45% Added +917 +917
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 58,82458.8k $3.1m $3.1m 0.00% Unchanged
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 57,51457.5k $2.9m $2.9m 0.00% Added +467 +467
49 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 57,35857.4k $3.0m $3.0m 0.01% Reduced -743 -743
50 RWA WEALTH PARTNERS, LLC 0.03% of their portfolio BOSTON, MA 54,79354.8k $2.9m $2.9m 0.03% Added +107 +107
51 Arlington Financial Advisors, LLC 0.36% of their portfolio SANTA BARBARA, CA 54,20954.2k $2.8m $2.8m 0.36% Reduced -297 -297
52 Wescott Financial Advisory Group, LLC 0.21% of their portfolio Philadelphia, PA 51,15251.2k $2.7m $2.7m 0.21% Reduced -359 -359
53 Westfuller Advisors, LLC 0.95% of their portfolio New York, NY 50,27650.3k $2.6m $2.6m 0.95% Added +13.6k +13,595
54 IMPACTfolio, LLC 0.91% of their portfolio DENVER, CO 46,10846.1k $2.4m $2.4m 0.91% Added +483 +483
55 Xena Financial Planning, LLC 2.20% of their portfolio PORTLAND, OR 43,96544.0k $2.3m $2.3m 2.20% Added +3.5k +3,469
56 Corundum Group, Inc. 0.67% of their portfolio COLORADO SPRINGS, CO 43,31743.3k $2.3m $2.3m 0.67% Reduced -2.0k -2,032
57 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 42,81242.8k $2.2m $2.2m 0.02% Unchanged
58 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 42,14542.1k $2.2m $2.2m 0.02% Added +69 +69
59 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 41,89841.9k $2.2m $2.2m 0.00% Unchanged
60 Pioneer Wealth Management Group 0.52% of their portfolio AUSTIN, TX 41,53741.5k $2.2m $2.2m 0.52% Added +9.1k +9,092
61 Clarity Wealth Development LLC 1.16% of their portfolio Corvallis, OR 40,25840.3k $2.1m $2.1m 1.16% Reduced -31.0k -31,023
62 WHITTIER TRUST CO OF NEVADA INC 0.04% of their portfolio RENO, NV 39,30439.3k $2.0m $2.0m 0.04% Added +283 +283
63 Stonehearth Capital Management, LLC 0.67% of their portfolio DANVERS, MA 37,71137.7k $2.0m $2.0m 0.67% Reduced -1.4k -1,408
64 HM PAYSON & CO 0.02% of their portfolio PORTLAND, ME 35,69335.7k $1.9m $1.9m 0.02% Added +301 +301
65 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 34,45934.5k $1.8m $1.8m 0.01% Added +28.4k +28,371
66 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 32,76632.8k $1.7m $1.7m 0.02% Reduced -6.6k -6,619
67 SageView Advisory Group, LLC 0.06% of their portfolio Newport Beach, CA 32,67432.7k $1.7m $1.7m 0.06% Reduced -8.0k -7,974
68 TIAA TRUST, NATIONAL ASSOCIATION 0.10% of their portfolio CHARLOTTE, NC 32,37732.4k $1.7m $1.7m 0.10% Reduced -742 -742
69 Revolve Wealth Partners, LLC 0.18% of their portfolio Hackensack, NJ 32,30532.3k $1.7m $1.7m 0.18% Reduced -83 -83
70 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 32,29832.3k $1.7m $1.7m 0.00% Added +15 +15
71 Stewardship Advisors, LLC 0.33% of their portfolio MOUNT JOY, PA 30,32930.3k $1.6m $1.6m 0.33% Reduced -839 -839
72 Equita Financial Network, Inc. 0.44% of their portfolio FORT WASHINGTON, PA 30,15930.2k $1.6m $1.6m 0.44% Added +1.9k +1,870
73 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 28,73528.7k $1.5m $1.5m 0.00% Reduced -2.2k -2,204
74 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 28,05328.1k $1.5m $1.5m 0.00% Added +1.0k +1,025
75 Walkner Condon Financial Advisors LLC 0.17% of their portfolio MADISON, WI 27,96128.0k $1.5m $1.5m 0.17% Added +1.8k +1,811
76 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 27,80427.8k $1.3m $1.3m 0.03% Unchanged
77 Brio Consultants, LLC 0.17% of their portfolio SAN FRANCISCO, CA 27,16227.2k $1.4m $1.4m 0.17% Added +299 +299
78 Legacy Edge Advisors, LLC 0.12% of their portfolio SYOSSET, NY 25,83325.8k $1.3m $1.3m 0.12% Added +475 +475
79 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 25,30125.3k $1.2m $1.2m 0.00% Added +13.2k +13,164
80 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 23,02023.0k $1.2m $1.2m 0.01% Reduced -3.6k -3,647
81 Napier Financial, LLC 0.25% of their portfolio BRAINTREE, MA 22,90322.9k $1.2m $1.2m 0.25% Reduced -28 -28
82 Diversified Enterprises, LLC 0.06% of their portfolio Wilmington, DE 22,85522.9k $1.2m $1.2m 0.06% Added +637 +637
83 SGL Investment Advisors, Inc. 0.41% of their portfolio MISSOULA, MT 22,67922.7k $1.2m $1.2m 0.41% Reduced -166 -166
84 PFG Investments, LLC 0.05% of their portfolio WOODBURY, NY 22,61022.6k $1.2m $1.2m 0.05% Added +5.0k +4,958
85 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 21,93221.9k $1.1m $1.1m 0.01% Added +69 +69
86 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 21,38921.4k $1.1m $1.1m 0.02% Reduced -621 -621
87 Betterment LLC 0.00% of their portfolio NEW YORK, NY 21,28521.3k $1.1m $1.1m 0.00% Added +306 +306
88 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 20,70020.7k $1.1m $1.1m 0.01% Reduced -487 -487
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,51920.5k $1.1m $1.1m 0.00% New
90 Evolution Advisers, Inc. 0.39% of their portfolio RICHMOND, VA 20,35020.4k $1.1m $1.1m 0.39% Added +130 +130
91 Silver Oak Advisory Group, Inc. 0.40% of their portfolio PORTLAND, OR 19,38719.4k $1.0m $1.0m 0.40% Reduced -48 -48
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 19,23519.2k $1.0m $1.0m 0.00% Reduced -848 -848
93 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 19,08919.1k $994.9k $994.9k 0.00% Added +3.9k +3,922
94 RTD Financial Advisors, Inc. 0.11% of their portfolio Philadelphia, PA 18,77418.8k $978.5k $978.5k 0.11% Reduced -227 -227
95 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,73818.7k $976.9k $976.9k 0.00% Added +3.5k +3,509
96 VICUS CAPITAL 0.06% of their portfolio STATE COLLEGE, PA 18,55518.6k $967.1k $967.1k 0.06% Reduced -466 -466
97 RVW Wealth, LLC 0.06% of their portfolio LOS ANGELES, CA 18,35818.4k $956.8k $956.8k 0.06% Unchanged
98 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 18,10418.1k $943.0k $943.0k 0.00% Added +4.1k +4,069
99 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 17,45217.5k $909.6k $909.6k 0.00% Added +595 +595
100 White Lighthouse Investment Management Inc. 0.11% of their portfolio BEDFORD, MA 16,89016.9k $880.3k $880.3k 0.11% Added +900 +900