Nuveen ESG Mid-Cap Grow ETFNUMGETF
13F holders, Q1 2024 (March 31)124holders
$44.47avg. 13F price*
At the end of Q1 2024, 124 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings. The largest holders were Wells Fargo & Company ($39.7M), Morgan Stanley ($37.9M) and Tiaa Trust, National Association ($37.7M).
- Company
- Nuveen ESG Mid-Cap Grow ETF
- Filed as
- NUSHARES ETF TR (Q1 2024)
- CUSIP
- 67092P409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.4M |
| Exits | 14 | $5.3M |
Ownership 124 holders
| Wells Fargo & Company | 0.01% | Add +1.6% | 891,472 | $39.7M |
| Morgan Stanley | 0.00% | Add +2.3% | 852,322 | $37.9M |
| Tiaa Trust, National Association | 0.12% | Reduce -23.9% | 848,502 | $37.7M |
| Royal Bank of Canada | 0.01% | Reduce -8.6% | 485,418 | $21.6M |
| LPL Financial LLC | 0.01% | Add +1.8% | 367,315 | $16.3M |
| Bank of America Corp. | 0.00% | Add +40.1% | 271,507 | $12.1M |
| AlTi Global, Inc. | 0.31% | Reduce -4.0% | 252,622 | $11.2M |
| UBS Group AG | 0.00% | Add +8.3% | 238,653 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 228,886 | $10.2M |
| Bank of New York Mellon Corp | 0.00% | Add +17.9% | 145,779 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.7% | 128,196 | $5.7M |
| Ameritas Advisory Services, LLC | 0.18% | Add +25.4% | 100,954 | $4.5M |
| Whittier Trust Co. | 0.06% | Add +0.8% | 93,371 | $4.2M |
| Creative Planning | 0.00% | Add +0.2% | 86,743 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +272.1% | 86,081 | $3.8M |
| Fiduciary Trust Co | 0.05% | No change | 69,767 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.3% | 65,288 | $2.9M |
| Lido Advisors, LLC | 0.03% | Add +51.6% | 62,437 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +30.7% | 61,627 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +32.0% | 58,664 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 57,803 | $2.6M |
| LFA - Lugano Financial Advisors SA | 1.68% | No change | 51,921 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +3.0% | 51,056 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +9.1% | 47,224 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 47,021 | $2.1M |
| IAG Wealth Partners, LLC | 0.39% | Reduce -13.4% | 40,554 | $1.8M |
| Olde Wealth Management, LLC | 0.64% | Add +6.4% | 31,851 | $1.4M |
| WCG Wealth Advisors LLC | 0.11% | Add +1.4% | 29,662 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +3.8% | 28,633 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +212.6% | 28,384 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.3% | 26,589 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 24,773 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 24,449 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 21,235 | $945K |
| High Note Wealth, LLC | 0.31% | Reduce -83.1% | 21,174 | $942K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,953 | $888K |
| Vicus Capital | 0.08% | Reduce -0.9% | 19,896 | $885K |
| Cook Wealth, LLC | 0.50% | Add +39.4% | 19,665 | $824K |
| SOA Wealth Advisors, LLC. | 0.17% | Add +2.1% | 18,221 | $810K |
| Revolve Wealth Partners, LLC | 0.13% | Add +6.2% | 17,428 | $775K |
| Raymond James Trust N.A. | 0.02% | No change | 17,194 | $765K |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.3% | 16,971 | $755K |
| WealthShield Partners, LLC | 0.12% | Reduce -5.6% | 16,477 | $733K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 14,447 | $643K |
| US Financial Advisors, LLC | 0.22% | Add +4.2% | 14,193 | $631K |
| HighTower Advisors, LLC | 0.00% | Reduce -26.5% | 14,019 | $623K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.6% | 13,813 | $614K |
| Avior Wealth Management, LLC | 0.03% | Add +8.2% | 12,952 | $576K |
| Raymond James & Associates | 0.00% | Add +4.6% | 11,876 | $528K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.7% | 11,610 | $516K |
| BLB&B Advisors, LLC | 0.03% | Reduce -1.2% | 11,363 | $505K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +64.2% | 11,363 | $505K |
| Virtu Financial LLC | 0.04% | New | 10,611 | $472K |
| Neumann Capital Management, LLC | 0.17% | Add +5.3% | 10,480 | $466K |
| IHT Wealth Management, LLC | 0.02% | No change | 9,754 | $434K |
| Continuum Advisory, LLC | 0.06% | Add +53.0% | 9,713 | $417K |
| RTD Financial Advisors, Inc. | 0.05% | Add +0.8% | 8,986 | $400K |
| Simmons Bank | 0.03% | No change | 8,863 | $394K |
| Larson Financial Group LLC | 0.03% | Reduce -4.9% | 8,694 | $387K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.7% | 8,591 | $382K |
| Evergreen Private Wealth LLC | 0.19% | Add +4.0% | 8,569 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.7% | 8,020 | $357K |
| RVW Wealth, LLC | 0.04% | Add +1.1% | 7,807 | $347K |
| Flow Traders U.S. LLC | 0.02% | New | 7,712 | $343K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.5% | 7,649 | $340K |
| McClarren Financial Advisors, Inc. | 0.23% | Add +8.8% | 7,237 | $322K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,239 | $322K |
| Idaho Trust Co | 0.29% | New | 6,832 | $304K |
| Fingerlakes Wealth Management, Inc. | 0.29% | Add +3.3% | 6,832 | $304K |
| Private Wealth Strategies, L.L.C. | 0.06% | New | 6,410 | $285K |
| First Foundation Advisors | 0.01% | Reduce -27.9% | 6,357 | $283K |
| Darden Wealth Group Inc | 0.22% | No change | 6,299 | $280K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,955 | $279K |
| Falcon Wealth Planning | 0.04% | Add +7.8% | 6,151 | $274K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,038 | $269K |
| Trust Co | 0.03% | Reduce -1.6% | 5,954 | $265K |
| Sound Stewardship, LLC | 0.16% | No change | 5,787 | $257K |
| UMB Bank, n.a. | 0.00% | Reduce -8.9% | 5,675 | $252K |
| Merit Financial Group, LLC | 0.01% | No change | 5,929 | $251K |
| Aire Advisors, LLC | 0.06% | No change | 5,548 | $247K |
| Harbour Investments, Inc. | 0.01% | Reduce -23.4% | 5,527 | $246K |
| Roberts Financial Services LLC | 0.05% | Add +0.1% | 5,388 | $240K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.0% | 5,363 | $239K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 5,284 | $235K |
| CX Institutional | 0.01% | New | 5,194 | $231K |
| Arkos Global Advisors | 0.04% | Add +0.1% | 5,129 | $228K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -10.4% | 5,121 | $228K |
| Marshall Financial Group, LLC | 0.06% | Add +0.8% | 4,986 | $222K |
| MML Investors Services, LLC | 0.00% | Reduce -9.8% | 4,780 | $213K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -6.9% | 4,787 | $213K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.2% | 4,706 | $209K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.8% | 4,670 | $208K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 3,451 | $154K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.0% | 3,477 | $147K |
| Principal Securities, Inc. | 0.00% | Add +16.3% | 3,178 | $141K |
| US Bancorp \de | 0.00% | Add +88.7% | 2,911 | $129K |
| Fifth Third Bancorp | 0.00% | No change | 2,760 | $123K |
| Cwm, LLC | 0.00% | Add +6.2% | 2,105 | $94K |
| Comerica Bank | 0.00% | Reduce -3.5% | 2,048 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.9% | 2,010 | $89K |
"% of holder's portfolio" is NUMG's weight in each manager's 13F, not the share of Nuveen ESG Mid-Cap Grow ETF the manager owns.