Nuveen ESG Mid-Cap Grow ETFNUMGETF
13F holders, Q2 2024 (June 30)121holders −3
10new positions
14sold out
1famous investor
$41.81avg. 13F price*
At the end of Q2 2024, 121 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings, down 3 from Q1 2024. 10 opened new positions and 14 sold out. The largest holders were Wells Fargo & Company ($37.6M), Morgan Stanley ($35.8M) and Tiaa Trust, National Association ($30.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen ESG Mid-Cap Grow ETF
- Filed as
- NUSHARES ETF TR (Q2 2024)
- CUSIP
- 67092P409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.3M |
| Exits | 14 | $2.8M |
All 13F filers, Q1 2024 → Q2 2024: 361,037 shares bought and 307,727 shares sold, net +53,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Wells Fargo & Company | 0.01% | Add +0.8% | 898,739 | $37.6M |
| Morgan Stanley | 0.00% | Add +0.5% | 856,352 | $35.8M |
| Tiaa Trust, National Association | 0.09% | Reduce -14.2% | 727,807 | $30.4M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 524,497 | $21.9M |
| LPL Financial LLC | 0.01% | Add +13.3% | 416,174 | $17.4M |
| Bank of America Corp. | 0.00% | Add +14.8% | 311,791 | $13.0M |
| AlTi Global, Inc. | 0.28% | Add +0.1% | 252,973 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Add +9.2% | 250,020 | $10.5M |
| UBS Group AG | 0.00% | Reduce -13.9% | 205,542 | $8.6M |
| Bank of New York Mellon Corp | 0.00% | Add +14.8% | 167,303 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.8% | 122,066 | $5.1M |
| Ameritas Advisory Services, LLC | 0.16% | Add +3.0% | 104,015 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +44.8% | 94,564 | $4.0M |
| Whittier Trust Co. | 0.05% | Reduce -3.2% | 90,396 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 87,288 | $3.6M |
| Creative Planning | 0.00% | Reduce -5.7% | 81,793 | $3.4M |
| Lido Advisors, LLC | 0.02% | Add +3.5% | 64,604 | $2.7M |
| Fiduciary Trust Co | 0.04% | Reduce -9.6% | 63,073 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +0.4% | 61,890 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +0.6% | 59,034 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 57,992 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.6% | 47,973 | $2.0M |
| LFA - Lugano Financial Advisors SA | 1.48% | Reduce -10.4% | 46,520 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -10.1% | 45,906 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 45,840 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +77.9% | 44,081 | $1.8M |
| IAG Wealth Partners, LLC | 0.32% | Reduce -7.0% | 37,696 | $1.6M |
| Citadel Advisors | 0.00% | New | 36,942 | $1.5M |
| Olde Wealth Management, LLC | 0.51% | Add +0.6% | 32,046 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +9.6% | 31,376 | $1.3M |
| WCG Wealth Advisors LLC | 0.10% | Add +3.9% | 30,830 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.3% | 26,724 | $1.1M |
| Virtu Financial LLC | 0.08% | Add +151.0% | 26,632 | $1.1M |
| Commerce Bank | 0.01% | No change | 26,589 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 23,164 | $968K |
| Vicus Capital | 0.08% | Add +7.0% | 21,290 | $890K |
| Revolve Wealth Partners, LLC | 0.14% | Add +17.2% | 20,422 | $854K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 20,235 | $846K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,953 | $834K |
| Cook Wealth, LLC | 0.44% | Add +1.0% | 19,857 | $823K |
| High Note Wealth, LLC | 0.25% | Reduce -7.1% | 19,678 | $823K |
| SOA Wealth Advisors, LLC. | 0.14% | Reduce -6.4% | 17,047 | $713K |
| WealthShield Partners, LLC | 0.11% | Add +1.7% | 16,750 | $700K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +46.9% | 16,696 | $698K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.7% | 14,811 | $619K |
| US Financial Advisors, LLC | 0.20% | Add +1.1% | 14,351 | $600K |
| Raymond James Trust N.A. | 0.01% | Reduce -18.6% | 13,994 | $585K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 13,239 | $554K |
| RTD Financial Advisors, Inc. | 0.07% | Add +46.6% | 13,177 | $551K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.1% | 11,896 | $497K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,610 | $485K |
| BLB&B Advisors, LLC | 0.03% | Add +1.9% | 11,583 | $484K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.3% | 10,618 | $445K |
| Neumann Capital Management, LLC | 0.15% | Add +0.9% | 10,580 | $442K |
| Continuum Advisory, LLC | 0.06% | Add +0.2% | 9,731 | $407K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.6% | 9,502 | $397K |
| Larson Financial Group LLC | 0.03% | Add +7.0% | 9,306 | $389K |
| Mercer Global Advisors Inc. | 0.00% | Add +80.4% | 8,941 | $382K |
| Raymond James & Associates | 0.00% | Reduce -23.7% | 9,060 | $379K |
| Evergreen Private Wealth LLC | 0.18% | Reduce -0.0% | 8,566 | $358K |
| Simmons Bank | 0.03% | Reduce -3.6% | 8,542 | $357K |
| RVW Wealth, LLC | 0.03% | Add +0.2% | 7,826 | $327K |
| CENTRAL TRUST Co | 0.01% | Reduce -9.3% | 7,793 | $326K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.9% | 7,711 | $322K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.1% | 7,410 | $310K |
| Avior Wealth Management, LLC | 0.01% | Reduce -44.0% | 7,257 | $303K |
| Fingerlakes Wealth Management, Inc. | 0.26% | Add +0.6% | 6,871 | $287K |
| Private Wealth Strategies, L.L.C. | 0.05% | No change | 6,410 | $268K |
| Falcon Wealth Planning | 0.03% | Add +2.2% | 6,287 | $263K |
| Moneco Advisors, LLC | 0.04% | New | 6,251 | $261K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,038 | $252K |
| Trust Co | 0.03% | Add +0.9% | 6,006 | $251K |
| Merit Financial Group, LLC | 0.01% | No change | 5,929 | $248K |
| Canandaigua National Bank & Trust Co. | 0.03% | New | 5,832 | $244K |
| Harbour Investments, Inc. | 0.01% | Add +4.7% | 5,789 | $242K |
| First Foundation Advisors | 0.01% | Reduce -11.8% | 5,604 | $234K |
| Roberts Financial Services LLC | 0.05% | Add +1.0% | 5,440 | $227K |
| Darden Wealth Group Inc | 0.14% | Reduce -14.1% | 5,413 | $226K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.8% | 5,242 | $219K |
| Aire Advisors, LLC | 0.05% | Reduce -6.3% | 5,196 | $217K |
| Arkos Global Advisors | 0.04% | Add +1.2% | 5,189 | $217K |
| CX Institutional | 0.01% | Reduce -0.7% | 5,157 | $216K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -5.4% | 5,071 | $212K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -30.7% | 5,018 | $210K |
| Marshall Financial Group, LLC | 0.06% | Reduce -0.9% | 4,940 | $207K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 4,815 | $201K |
| UMB Bank, n.a. | 0.00% | Reduce -24.9% | 4,265 | $178K |
| Allworth Financial LP | 0.00% | No change | 3,451 | $144K |
| Cornerstone Planning Group LLC | 0.04% | No change | 3,477 | $137K |
| Principal Securities, Inc. | 0.00% | Reduce -7.0% | 2,954 | $124K |
| Fifth Third Bancorp | 0.00% | No change | 2,760 | $115K |
| Comerica Bank | 0.00% | Add +11.7% | 2,288 | $96K |
| Cwm, LLC | 0.00% | No change | 2,105 | $88K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.4% | 1,821 | $76K |
| Qube Research & Technologies Ltd | 0.00% | Add +32.3% | 1,808 | $76K |
| Motco | 0.00% | No change | 1,248 | $52K |
| US Bancorp \de | 0.00% | Reduce -63.0% | 1,078 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -33.3% | 1,048 | $43K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 946 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 656 | $27K |
"% 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.