Nuveen Growth OpportunitiesNUGOETF

13F holders, Q1 2025 (March 31)
12holders +3
4new positions
1sold out
$30.54avg. 13F price*

At the end of Q1 2025, 12 institutions reported holding Nuveen Growth Opportunities (NUGO) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Nuveen, LLC ($2.5B), Sei Investments Co. ($26.0M) and Menora Mivtachim Holdings LTD. ($4.3M).

Company
Nuveen Growth Opportunities
Filed as
NUSHARES ETF TR (Q1 2025)
CUSIP
67092P797
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 8Q1 2024Q2 2024: 9Q2 2024Q3 2024: 11Q3 2024Q4 2024: 9Q4 2024Q1 2025: 12Q1 2025Q2 2025: 11Q2 2025Q3 2025: 13Q3 2025Q4 2025: 14Q4 2025Q1 2026: 14Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$4.4M
Exits1$325K

All 13F filers, Q4 2024 → Q1 2025: 195,219 shares bought and 9,386 shares sold, net +185,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Nuveen, LLC 0.76% — 81,339,660 $2.5B
Sei Investments Co. 0.03% Add +2.0% 852,708 $26.0M
Menora Mivtachim Holdings LTD. 0.03% New 139,225 $4.3M
LPL Financial LLC 0.00% Add +22.1% 96,610 $3.0M
Goldstone Financial Group, LLC 0.15% Add +60.9% 31,598 $965K
Two Sigma Investments, LP 0.00% Add +50.0% 11,400 $348K
Commonwealth Equity Services, LLC 0.00% Add +0.3% 9,115 $278K
Bank of America Corp. 0.00% New 3,889 $119K
GPS Wealth Strategies Group, LLC 0.01% Add +293.9% 2,966 $91K
Parallel Advisors, LLC 0.00% No change 1,068 $33K
UBS Group AG 0.00% New 19 $580
Morgan Stanley 0.00% New 1 $40

"% of holder's portfolio" is NUGO's weight in each manager's 13F, not the share of Nuveen Growth Opportunities the manager owns.