NUSC Institutional Ownership & Shareholders
NUVEEN ESG SMALL-CAP ETF (NUSC) is currently held by 264 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $981.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of NUSC tracked by InsiderSet, reporting ownership valued at approximately $101.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $98.63M, representing an estimated loss of -2.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed NUSC value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Abacus Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in NUVEEN ESG SMALL-CAP ETF (NUSC).
This page ranks the largest institutional NUSC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
264
Total Reported Value
$981.76M
Largest Holder
Bank Of America Corp
Largest Position
$101.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,948,385 | $101,549,828 | $98,627,249 | -$2,922,579 | -2.88% | |
| Mercer Global Advisors Inc | 0.12% | 1,809,595 | $94,316,100 | $91,601,699 | -$2,714,401 | -2.88% | |
| Abacus Wealth Partners, Llc | 8.47% | 1,546,982 | $80,626,244 | $78,308,229 | -$2,318,015 | -2.88% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.21% | 1,191,187 | $62,084,666 | $60,297,886 | -$1,786,780 | -2.88% | |
| Royal Bank Of Canada | 0.01% | 1,058,129 | $55,150,000 | $53,562,490 | -$1,587,510 | -2.88% | |
| Ubs Group Ag | 0.01% | 1,048,387 | $54,641,930 | $53,069,350 | -$1,572,580 | -2.88% | |
| Morgan Stanley | 0.00% | 1,037,858 | $54,093,225 | $52,536,372 | -$1,556,853 | -2.88% | |
| Lpl Financial Llc | 0.01% | 838,353 | $43,694,940 | $42,437,429 | -$1,257,511 | -2.88% | |
| Mission Wealth Management, Lp | 0.63% | 796,650 | $38,657,452 | $40,326,423 | +$1,668,971 | +4.32% | |
| Bank Of New York Mellon Corp | 0.00% | 446,466 | $23,269,784 | $22,600,109 | -$669,675 | -2.88% | |
| Boston Common Asset Management, Llc | 1.15% | 409,886 | $19,889,727 | $20,748,429 | +$858,702 | +4.32% | |
| North Berkeley Wealth Management, Llc | 5.47% | 290,244 | $14,084,091 | $14,692,151 | +$608,060 | +4.32% | |
| First Pacific Financial | 1.33% | 267,464 | $12,978,677 | $13,539,028 | +$560,351 | +4.32% | |
| Wcg Wealth Advisors Llc | 0.29% | 237,572 | $12,382,230 | $12,025,895 | -$356,335 | -2.88% | |
| Assetmark, Inc | 0.02% | 254,259 | $12,337,913 | $12,870,591 | +$532,678 | +4.32% | |
| Creative Planning | 0.01% | 250,102 | $12,136,216 | $12,660,163 | +$523,947 | +4.32% | |
| Fmr Llc | 0.00% | 217,124 | $11,316,486 | $10,990,817 | -$325,669 | -2.88% | |
| Wells Fargo & Company/Mn | 0.00% | 216,566 | $11,287,424 | $10,962,571 | -$324,853 | -2.88% | |
| Stifel Financial Corp | 0.01% | 169,185 | $8,817,910 | $8,564,145 | -$253,765 | -2.88% | |
| Ameriprise Financial Inc | 0.00% | 150,593 | $7,860,137 | $7,623,018 | -$237,119 | -3.02% | |
| Allworth Financial Lp | 0.03% | 138,301 | $7,208,268 | $7,000,797 | -$207,471 | -2.88% | |
| Envestnet Asset Management Inc | 0.00% | 133,454 | $6,955,611 | $6,755,441 | -$200,170 | -2.88% | |
| Jones Financial Companies Lllp | 0.00% | 127,194 | $6,558,147 | $6,438,560 | -$119,587 | -1.82% | |
| Two Sigma Investments, Lp | 0.00% | 121,900 | $6,353,428 | $6,170,578 | -$182,850 | -2.88% | |
| Ameritas Advisory Services, Llc | 0.13% | 121,636 | $6,339,642 | $6,157,214 | -$182,428 | -2.88% | |
| Palisades Hudson Asset Management, L.P. | 2.18% | 119,284 | $6,217,000 | $6,038,156 | -$178,844 | -2.88% | |
| Captrust Financial Advisors | 0.01% | 114,112 | $5,947,541 | $5,776,349 | -$171,192 | -2.88% | |
| Ep Wealth Advisors, Llc | 0.02% | 109,636 | $5,714,248 | $5,549,774 | -$164,474 | -2.88% | |
| Beacon Pointe Advisors, Llc | 0.03% | 108,786 | $5,669,908 | $5,506,747 | -$163,161 | -2.88% | |
| Allodium Investment Consultants, Llc | 2.26% | 113,598 | $5,512,345 | $5,750,331 | +$237,986 | +4.32% | |
| Cetera Investment Advisers | 0.00% | 104,243 | $5,433,152 | $5,276,781 | -$156,371 | -2.88% | |
| Dedora Capital, Inc. | 1.17% | 107,799 | $5,230,927 | $5,456,785 | +$225,858 | +4.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 106,247 | $5,155,653 | $5,378,223 | +$222,570 | +4.32% | |
| Coldstream Capital Management Inc | 0.06% | 94,514 | $4,926,083 | $4,784,299 | -$141,784 | -2.88% | |
| Rockefeller Capital Management L.P. | 0.01% | 88,259 | $4,600,094 | $4,467,671 | -$132,423 | -2.88% | |
| Jpmorgan Chase & Co | 0.00% | 85,607 | $4,433,594 | $4,333,426 | -$100,168 | -2.26% | |
| Raymond James Financial Inc | 0.00% | 82,714 | $4,311,025 | $4,186,983 | -$124,042 | -2.88% | |
| Rossby Financial, Lcc | 0.74% | 77,279 | $4,027,781 | $3,911,863 | -$115,918 | -2.88% | |
| Corient Private Wealth Llc | 0.01% | 70,925 | $3,696,597 | $3,590,224 | -$106,374 | -2.88% | |
| Bsw Wealth Partners | 0.40% | 68,509 | $3,570,690 | $3,467,926 | -$102,764 | -2.88% | |
| St Germain D J Co Inc | 0.12% | 66,431 | $3,462,384 | $3,362,737 | -$99,647 | -2.88% | |
| Silveroak Wealth Management Llc | 0.37% | 63,173 | $3,065,470 | $3,197,817 | +$132,347 | +4.32% | |
| Newedge Advisors, Llc | 0.01% | 57,358 | $2,989,466 | $2,903,462 | -$86,004 | -2.88% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 1.40% | 60,950 | $2,957,592 | $3,085,289 | +$127,697 | +4.32% | |
| Arlington Financial Advisors, Llc | 0.37% | 60,562 | $2,938,771 | $3,065,648 | +$126,877 | +4.32% | |
| Rwa Wealth Partners, Llc | 0.03% | 54,793 | $2,855,818 | $2,773,622 | -$82,196 | -2.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 56,567 | $2,771,196 | $2,863,422 | +$92,226 | +3.33% | |
| Wescott Financial Advisory Group, Llc | 0.21% | 51,152 | $2,666,018 | $2,589,314 | -$76,704 | -2.88% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 58,824 | $2,650,609 | $2,977,671 | +$327,062 | +12.34% | |
| Westfuller Advisors, Llc | 0.95% | 50,276 | $2,620,386 | $2,544,971 | -$75,415 | -2.88% |
Frequently asked questions about NUSC
Who are the largest institutional holders of NUSC?
The largest institutional holders of NUSC reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Abacus Wealth Partners, Llc, Tiaa-Cref Individual & Institutional Services, Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported NUSC position.
What is NUSC institutional ownership?
This page tracks NUSC positions reported by institutional investment managers through SEC Form 13F. NUVEEN ESG SMALL-CAP ETF (NUSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NUSC?
InsiderSet currently tracks 264 institutional managers reporting NUSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NUSC shareholders.
How much NUSC stock do institutions own?
Institutional investment managers disclosed approximately $981.76M in NUSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NUSC institutional ownership last updated?
The latest NUSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NUSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NUSC position after the reporting date.
Are institutions buying or selling NUSC?
Institutional buying and selling can be analyzed by comparing NUSC positions across consecutive 13F reporting periods. InsiderSet's NUSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NUSC ownership changes.
How has NUSC institutional ownership changed over time?
InsiderSet tracks NUSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.