Nuveen ESG Mid-Cap Grow ETFNUMGETF
13F holders, Q3 2024 (September 30)123holders +2
11new positions
8sold out
1famous investor
$44.84avg. 13F price*
At the end of Q3 2024, 123 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings, up 2 from Q2 2024. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($39.9M), Wells Fargo & Company ($37.2M) and Tiaa Trust, National Association ($30.7M). 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 (Q3 2024)
- CUSIP
- 67092P409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.7M |
| Exits | 8 | $1.9M |
All 13F filers, Q2 2024 → Q3 2024: 505,759 shares bought and 308,129 shares sold, net +197,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Morgan Stanley | 0.00% | Add +4.0% | 890,817 | $39.9M |
| Wells Fargo & Company | 0.01% | Reduce -7.6% | 830,242 | $37.2M |
| Tiaa Trust, National Association | 0.09% | Reduce -5.8% | 685,337 | $30.7M |
| Royal Bank of Canada | 0.01% | Reduce -4.7% | 500,093 | $22.4M |
| LPL Financial LLC | 0.01% | Add +1.0% | 420,335 | $18.8M |
| Bank of America Corp. | 0.00% | Add +2.4% | 319,204 | $14.3M |
| CIBC Private Wealth Group LLC | 0.02% | New | 279,093 | $12.5M |
| Bank of New York Mellon Corp | 0.00% | Add +53.9% | 257,487 | $11.5M |
| AlTi Global, Inc. | 0.27% | Reduce -0.2% | 252,373 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 249,019 | $11.2M |
| UBS Group AG | 0.00% | Reduce -1.4% | 202,612 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 115,760 | $5.2M |
| Ameritas Advisory Services, LLC | 0.20% | Add +0.8% | 104,796 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.2% | 94,715 | $4.2M |
| Whittier Trust Co. | 0.05% | No change | 90,396 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +3.4% | 90,256 | $4.0M |
| Creative Planning | 0.00% | Reduce -1.9% | 80,237 | $3.6M |
| Lido Advisors, LLC | 0.02% | Add +8.9% | 70,335 | $3.2M |
| Fiduciary Trust Co | 0.04% | No change | 63,073 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 60,358 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -3.8% | 56,783 | $2.5M |
| LFA - Lugano Financial Advisors SA | 1.42% | No change | 46,520 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 46,130 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.7% | 45,248 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 45,171 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -2.1% | 44,955 | $2.0M |
| IAG Wealth Partners, LLC | 0.30% | Reduce -2.6% | 36,723 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 34,839 | $1.6M |
| WCG Wealth Advisors LLC | 0.09% | Add +0.8% | 31,073 | $1.4M |
| Olde Wealth Management, LLC | 0.49% | Reduce -4.7% | 30,545 | $1.4M |
| Virtu Financial LLC | 0.07% | Add +7.2% | 28,560 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 27,019 | $1.2M |
| Commerce Bank | 0.01% | Reduce -3.5% | 25,649 | $1.1M |
| SK Wealth Management, LLC | 0.55% | — | 22,210 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -63.7% | 22,442 | $1.0M |
| Revolve Wealth Partners, LLC | 0.15% | Add +7.3% | 21,919 | $982K |
| Vicus Capital | 0.08% | Add +0.5% | 21,399 | $959K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,953 | $894K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.2% | 19,178 | $860K |
| High Note Wealth, LLC | 0.24% | Reduce -5.5% | 18,586 | $833K |
| RTD Financial Advisors, Inc. | 0.10% | Add +40.4% | 18,497 | $829K |
| WealthShield Partners, LLC | 0.11% | Add +4.3% | 17,478 | $783K |
| SOA Wealth Advisors, LLC. | 0.15% | No change | 17,047 | $764K |
| Cook Wealth, LLC | 0.38% | Reduce -16.3% | 16,625 | $754K |
| NewEdge Advisors, LLC | 0.00% | Add +7.7% | 15,955 | $715K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 13,518 | $606K |
| US Financial Advisors, LLC | 0.18% | Reduce -8.3% | 13,163 | $590K |
| Raymond James Trust N.A. | 0.01% | Reduce -8.3% | 12,834 | $575K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 12,000 | $538K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,610 | $520K |
| Neumann Capital Management, LLC | 0.16% | Add +2.4% | 10,830 | $485K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 10,567 | $474K |
| Continuum Advisory, LLC | 0.06% | Add +0.4% | 9,774 | $474K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.6% | 10,250 | $456K |
| IHT Wealth Management, LLC | 0.01% | Add +2.8% | 9,764 | $437K |
| Evergreen Private Wealth LLC | 0.18% | Add +0.9% | 8,641 | $387K |
| Larson Financial Group LLC | 0.02% | Reduce -7.8% | 8,578 | $384K |
| Simmons Bank | 0.03% | No change | 8,542 | $383K |
| CENTRAL TRUST Co | 0.01% | Add +3.9% | 8,093 | $363K |
| Raymond James & Associates | 0.00% | Reduce -11.1% | 8,057 | $361K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.7% | 8,054 | $361K |
| RVW Wealth, LLC | 0.03% | Add +0.7% | 7,881 | $353K |
| Fingerlakes Wealth Management, Inc. | 0.27% | Add +5.7% | 7,262 | $325K |
| McClarren Financial Advisors, Inc. | 0.04% | Add +3363.2% | 7,238 | $324K |
| Avior Wealth Management, LLC | 0.01% | Reduce -6.7% | 6,773 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.8% | 6,728 | $302K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.0% | 6,660 | $299K |
| Falcon Wealth Planning | 0.03% | Add +5.3% | 6,618 | $297K |
| Trust Co | 0.04% | Add +9.0% | 6,546 | $293K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 6,449 | $289K |
| Merit Financial Group, LLC | 0.01% | Add +5.2% | 6,237 | $280K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.1% | 6,118 | $274K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,038 | $271K |
| Focus Partners Wealth | 0.00% | New | 6,037 | $271K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +2.1% | 5,952 | $267K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -66.7% | 5,560 | $249K |
| Darden Wealth Group Inc | 0.17% | No change | 5,413 | $243K |
| Aire Advisors, LLC | 0.05% | Add +4.0% | 5,405 | $242K |
| Roberts Financial Services LLC | 0.05% | Reduce -0.9% | 5,391 | $242K |
| Citadel Advisors | 0.00% | Reduce -85.5% | 5,362 | $240K |
| CX Institutional | 0.01% | No change | 5,157 | $231K |
| Arkos Global Advisors | 0.03% | Reduce -0.8% | 5,145 | $231K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -4.8% | 4,992 | $224K |
| Values Added Financial LLC | 0.14% | New | 4,990 | $224K |
| Marshall Financial Group, LLC | 0.05% | No change | 4,940 | $221K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.1% | 4,914 | $220K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -2.3% | 4,703 | $210K |
| MML Investors Services, LLC | 0.00% | New | 4,632 | $208K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,586 | $206K |
| Institute for Wealth Management, LLC. | 0.03% | New | 4,556 | $204K |
| Sound Stewardship, LLC | 0.11% | New | 4,551 | $204K |
| Allworth Financial LP | 0.00% | Add +6.9% | 3,690 | $165K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -0.0% | 3,476 | $158K |
| Comerica Bank | 0.00% | Add +26.9% | 2,904 | $130K |
| Fifth Third Bancorp | 0.00% | No change | 2,760 | $124K |
| Principal Securities, Inc. | 0.00% | Reduce -8.0% | 2,718 | $122K |
| Harbour Investments, Inc. | 0.00% | Reduce -55.4% | 2,581 | $116K |
| UMB Bank, n.a. | 0.00% | Reduce -42.0% | 2,475 | $111K |
| Cwm, LLC | 0.00% | Add +7.7% | 2,268 | $102K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.8% | 1,648 | $74K |
"% 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.