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

050100150 Q1 2024: 124Q1 2024Q2 2024: 121Q2 2024Q3 2024: 123Q3 2024Q4 2024: 138Q4 2024Q1 2025: 136Q1 2025Q2 2025: 130Q2 2025Q3 2025: 129Q3 2025Q4 2025: 140Q4 2025Q1 2026: 134Q1 2026Q2 2026: 133Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions10$3.3M
Exits14$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
Resources Management Corp. /CT/ 0.00% Reduce -33.3% 600 $25K
Key Financial Inc 0.01% No change 583 $24K
Front Row Advisors LLC 0.01% New 505 $21K
Crewe Advisors LLC 0.00% No change 311 $13K
Balefire, LLC 0.00% Add +4.3% 241 $10K
AdvisorNet Financial, Inc 0.00% No change 237 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +73.6% 217 $9K
Hobbs Group Advisors, LLC 0.00% — 214 $9K
DT Investment Partners, LLC 0.00% No change 185 $8K
FMR LLC 0.00% Add +18.8% 164 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 140 $6K
First Horizon Advisors, Inc. 0.00% No change 111 $5K
International Assets Investment Management, LLC 0.00% New 99 $4K
Rise Advisors, LLC 0.00% No change 55 $2K
Lanark Financial, Inc. 0.00% Add +37.8% 51 $2K
Global Retirement Partners, LLC 0.00% Add +24.1% 36 $2K
Founders Capital Management 0.00% New 28 $1K
Spotlight Asset Group, Inc. 0.00% No change 20 $836
Assetmark, Inc. 0.00% New 14 $585
McClarren Financial Advisors, Inc. 0.00% Reduce -97.1% 209 $302
Macroview Investment Management LLC 0.00% No change 6 $238

"% 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.