Nuveen ESG Mid-Cap Grow ETFNUMGETF

13F holders, Q4 2024 (December 31)
138holders +15
14new positions
5sold out
1famous investor
$47.42avg. 13F price*

At the end of Q4 2024, 138 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings, up 15 from Q3 2024. 14 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($42.1M), Wells Fargo & Company ($42.0M) and Tiaa Trust, National Association ($30.2M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$5.6M
Exits5$552K

All 13F filers, Q3 2024 → Q4 2024: 299,154 shares bought and 195,296 shares sold, net +103,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

Morgan Stanley 0.00% Reduce -0.2% 889,085 $42.1M
Wells Fargo & Company 0.01% Add +6.7% 886,013 $42.0M
Tiaa Trust, National Association 0.09% Reduce -7.0% 637,239 $30.2M
Royal Bank of Canada 0.01% Add +4.2% 520,837 $24.7M
LPL Financial LLC 0.01% Add +2.3% 429,857 $20.4M
Bank of America Corp. 0.00% Reduce -0.2% 318,611 $15.1M
Bank of New York Mellon Corp 0.00% Add +14.5% 294,829 $14.0M
CIBC Private Wealth Group LLC 0.02% No change 279,093 $13.3M
AlTi Global, Inc. 0.30% Add +5.0% 264,970 $12.6M
Ameriprise Financial Inc. 0.00% Reduce -9.0% 226,617 $10.8M
UBS Group AG 0.00% Add +2.3% 207,300 $9.8M
Commonwealth Equity Services, LLC 0.01% Add +7.9% 124,886 $5.9M
Raymond James Financial Inc. 0.00% — 113,264 $5.4M
Ameritas Advisory Services, LLC 0.17% Add +0.1% 104,950 $5.0M
Cetera Investment Advisers 0.01% Reduce -3.3% 87,250 $4.1M
Creative Planning 0.00% Add +0.4% 80,526 $3.8M
Whittier Trust Co. 0.04% Reduce -23.4% 69,287 $3.3M
Whittier Trust Co. of Nevada Inc. 0.08% Add +15.6% 65,652 $3.1M
Fiduciary Trust Co 0.04% No change 63,073 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 59,700 $2.8M
Money Design Co.,Ltd. 0.14% New 55,245 $2.6M
PNC Financial Services Group, Inc. 0.00% Add +0.9% 46,565 $2.2M
LFA - Lugano Financial Advisors SA 1.44% No change 46,520 $2.2M
Dynamic Advisor Solutions LLC 0.09% Reduce -0.2% 44,849 $2.1M
Jones Financial Companies LLLP 0.00% Add +20.3% 41,917 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -8.8% 41,187 $2.0M
Beacon Pointe Advisors, LLC 0.02% Reduce -9.1% 41,125 $1.9M
IAG Wealth Partners, LLC 0.28% Reduce -9.4% 33,268 $1.6M
Lido Advisors, LLC 0.01% Reduce -53.1% 32,980 $1.6M
Olde Wealth Management, LLC 0.53% Add +3.4% 31,591 $1.5M
WCG Wealth Advisors LLC 0.10% Reduce -1.8% 30,504 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.8% 26,529 $1.3M
Virtu Financial LLC 0.07% Reduce -9.1% 25,962 $1.2M
Vicus Capital 0.10% Add +6.7% 22,829 $1.1M
Commerce Bank 0.01% Reduce -11.7% 22,644 $1.1M
SK Wealth Management, LLC 0.54% No change 22,210 $1.1M
Revolve Wealth Partners, LLC 0.15% Add +0.5% 22,033 $1.0M
Private Advisor Group, LLC 0.01% Reduce -8.7% 20,486 $971K
Goldman Sachs Group Inc. 0.00% No change 19,953 $945K
RTD Financial Advisors, Inc. 0.11% Add +0.9% 18,673 $885K
WealthShield Partners, LLC 0.12% Add +4.5% 18,268 $866K
Osaic Holdings, Inc. 0.00% Reduce -5.1% 18,205 $863K
High Note Wealth, LLC 0.22% Reduce -2.4% 18,141 $860K
NewEdge Advisors, LLC 0.00% Add +2.1% 16,295 $772K
SOA Wealth Advisors, LLC. 0.13% Reduce -11.3% 15,114 $716K
Cook Wealth, LLC 0.33% Reduce -15.3% 14,084 $701K
US Financial Advisors, LLC 0.20% Add +2.0% 13,430 $636K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.2% 13,085 $620K
SageView Advisory Group, LLC 0.02% New 12,050 $571K
Coldstream Capital Management Inc. 0.01% Reduce -0.9% 11,500 $545K
Neumann Capital Management, LLC 0.17% Reduce -2.3% 10,580 $501K
HighTower Advisors, LLC 0.00% Reduce -2.0% 10,350 $490K
Citadel Advisors 0.00% Add +83.6% 9,845 $466K
&partners 0.01% New 9,751 $466K
Truist Financial Corp. 0.00% New 9,462 $448K
Continuum Advisory, LLC 0.06% Reduce -4.5% 9,337 $442K
Tower Research Capital LLC (TRC) 0.01% Add +67.6% 9,319 $442K
IHT Wealth Management, LLC 0.01% Reduce -4.9% 9,287 $440K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -27.5% 8,700 $415K
Evergreen Private Wealth LLC 0.19% Add +0.1% 8,654 $410K
Jane Street Group, LLC 0.00% New 8,549 $405K
Larson Financial Group LLC 0.02% Reduce -0.6% 8,531 $404K
Simmons Bank 0.03% Reduce -0.2% 8,528 $404K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.0% 8,138 $386K
CENTRAL TRUST Co 0.01% Reduce -1.4% 7,982 $378K
RVW Wealth, LLC 0.03% No change 7,881 $373K
Thrivent Financial for Lutherans 0.00% Reduce -7.3% 7,468 $366K
Retirement Capital Strategies 0.14% New 7,601 $360K
McClarren Financial Advisors, Inc. 0.96% Add +0.0% 7,241 $343K
Fingerlakes Wealth Management, Inc. 0.28% Reduce -0.4% 7,233 $343K
LongView Asset Management LLC 0.30% — 7,179 $340K
Golden State Wealth Management, LLC 0.04% — 6,320 $299K
Canandaigua National Bank & Trust Co. 0.03% Add +5.4% 6,274 $297K
Mercer Global Advisors Inc. 0.00% Reduce -38.9% 6,264 $297K
Merit Financial Group, LLC 0.01% No change 6,237 $296K
Cresset Asset Management, LLC 0.00% No change 6,038 $286K
Focus Partners Wealth 0.00% Add +0.0% 6,038 $286K
Moneco Advisors, LLC 0.03% Reduce -2.2% 5,981 $283K
Falcon Wealth Planning 0.03% Reduce -10.8% 5,905 $280K
Trust Co 0.03% Reduce -9.8% 5,902 $280K
Darden Wealth Group Inc 0.17% No change 5,413 $256K
Aire Advisors, LLC 0.05% Add +0.1% 5,409 $256K
Roberts Financial Services LLC 0.05% Reduce -1.8% 5,294 $251K
PFG Advisors 0.01% New 4,997 $237K
Bragg Financial Advisors, Inc 0.01% No change 4,992 $237K
Arkos Global Advisors 0.03% Reduce -3.0% 4,991 $236K
CX Institutional 0.01% Reduce -4.8% 4,909 $233K
Ipsen Advisor Group LLC 0.20% — 4,835 $229K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -27.1% 4,700 $223K
Thoroughbred Financial Services, LLC 0.01% Add +0.0% 4,704 $222K
Old Mission Capital LLC 0.01% New 4,639 $220K
MML Investors Services, LLC 0.00% Reduce -0.9% 4,591 $218K
Abound Financial, LLC 0.11% — 4,548 $215K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.4% 4,521 $214K
Atria Wealth Solutions, Inc. 0.00% Reduce -8.2% 4,513 $214K
Sound Stewardship, LLC 0.13% Reduce -1.1% 4,500 $213K
Institute for Wealth Management, LLC. 0.03% Reduce -2.6% 4,439 $210K
Petros Family Wealth, LLC 0.23% — 4,413 $209K
Values Added Financial LLC 0.12% Reduce -12.3% 4,374 $207K
Syntegra Private Wealth Group, LLC 0.02% New 4,271 $202K
Avior Wealth Management, LLC 0.01% Reduce -43.4% 3,832 $182K
Allworth Financial LP 0.00% Reduce -4.3% 3,530 $175K
Cornerstone Planning Group LLC 0.04% Add +0.1% 3,478 $171K
Fifth Third Bancorp 0.00% No change 2,760 $131K
Comerica Bank 0.00% Reduce -5.7% 2,739 $130K
Stonebridge Financial Group, LLC 0.01% — 2,540 $120K
UMB Bank, n.a. 0.00% Reduce -3.8% 2,382 $113K
Cwm, LLC 0.00% Add +0.0% 2,269 $108K
Harbour Investments, Inc. 0.00% Reduce -22.5% 2,000 $95K
Marshall Investment Management, LLC 0.05% — 1,834 $82K
Qube Research & Technologies Ltd 0.00% No change 1,648 $78K
Ameritas Investment Partners, Inc. 0.00% Reduce -0.5% 1,628 $77K
US Bancorp \de 0.00% Add +28.4% 1,523 $72K
Millstone Evans Group, LLC 0.04% — 1,390 $66K
Motco 0.01% No change 1,248 $59K
MidAtlantic Capital Management, Inc. 0.04% No change 1,008 $48K
Principal Securities, Inc. 0.00% Reduce -68.5% 855 $41K
Avalon Trust Co 0.00% New 800 $38K
Wood Tarver Financial Group, LLC 0.01% — 678 $32K
Urban Financial Advisory Corp 0.01% Add +0.2% 562 $27K
Front Row Advisors LLC 0.01% No change 505 $24K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.8% 416 $20K
MAI Capital Management 0.00% New 409 $19K
Cape Investment Advisory, Inc. 0.01% No change 378 $18K
Crewe Advisors LLC 0.00% Reduce -1.6% 306 $14K
Resources Management Corp. /CT/ 0.00% Reduce -50.0% 300 $14K
FMR LLC 0.00% Reduce -20.4% 281 $13K
AdvisorNet Financial, Inc 0.00% No change 237 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 217 $10K
DT Investment Partners, LLC 0.00% No change 185 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 183 $9K
Farther Finance Advisors, LLC 0.00% Reduce -78.0% 174 $8K
EverSource Wealth Advisors, LLC 0.00% New 172 $8K
First Horizon Advisors, Inc. 0.00% No change 111 $5K
Global Retirement Partners, LLC 0.00% Add +30.0% 91 $4K
Aptus Capital Advisors, LLC 0.00% New 60 $3K
Rise Advisors, LLC 0.00% No change 55 $3K
West Financial Advisors, LLC 0.00% New 12 $569

"% 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.