Nuveen ESG Mid-Cap Grow ETFNUMGETF
13F holders, Q1 2025 (March 31)136holders −2
13new positions
18sold out
$42.93avg. 13F price*
At the end of Q1 2025, 136 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings, down 2 from Q4 2024. 13 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($47.0M), Wells Fargo & Company ($33.8M) and Tiaa Trust, National Association ($25.9M).
- Company
- Nuveen ESG Mid-Cap Grow ETF
- Filed as
- NUSHARES ETF TR (Q1 2025)
- CUSIP
- 67092P409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.7M |
| Exits | 18 | $19.5M |
All 13F filers, Q4 2024 → Q1 2025: 456,369 shares bought and 670,867 shares sold, net −214,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Morgan Stanley | 0.00% | Add +23.2% | 1,095,233 | $47.0M |
| Wells Fargo & Company | 0.01% | Reduce -11.2% | 787,012 | $33.8M |
| Tiaa Trust, National Association | 0.08% | Reduce -5.4% | 602,645 | $25.9M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 524,470 | $22.5M |
| LPL Financial LLC | 0.01% | Add +0.2% | 430,904 | $18.5M |
| Bank of New York Mellon Corp | 0.00% | Add +21.1% | 357,110 | $15.3M |
| Bank of America Corp. | 0.00% | Add +4.2% | 332,118 | $14.3M |
| AlTi Global, Inc. | 0.28% | Reduce -6.6% | 247,577 | $10.6M |
| UBS Group AG | 0.00% | Add +0.1% | 207,534 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.5% | 205,006 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 125,656 | $5.4M |
| Ameritas Advisory Services, LLC | 0.19% | Add +2.6% | 107,705 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.2% | 106,301 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +12.5% | 98,138 | $4.2M |
| Creative Planning | 0.00% | Reduce -3.8% | 77,510 | $3.3M |
| Whittier Trust Co. | 0.04% | Reduce -0.4% | 69,037 | $3.0M |
| Fiduciary Trust Co | 0.04% | Add +0.4% | 63,303 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -4.9% | 62,431 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 57,455 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +19.4% | 50,069 | $2.1M |
| LFA - Lugano Financial Advisors SA | 1.36% | No change | 46,520 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 45,034 | $1.9M |
| Virtu Financial LLC | 0.10% | Add +71.9% | 44,629 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 41,367 | $1.8M |
| Old Mission Capital LLC | 0.03% | Add +747.2% | 39,301 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +86.8% | 37,269 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -13.3% | 35,670 | $1.5M |
| IAG Wealth Partners, LLC | 0.21% | Reduce -5.2% | 31,533 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 29,821 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -37.2% | 28,151 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -9.1% | 27,744 | $1.2M |
| Revolve Wealth Partners, LLC | 0.15% | Add +7.7% | 23,735 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -31.4% | 22,631 | $971K |
| Commerce Bank | 0.01% | Reduce -1.3% | 22,349 | $959K |
| Vicus Capital | 0.09% | Reduce -2.6% | 22,226 | $954K |
| RTD Financial Advisors, Inc. | 0.12% | Add +12.5% | 21,013 | $902K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.5% | 20,171 | $866K |
| WealthShield Partners, LLC | 0.11% | Add +5.0% | 19,179 | $823K |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 18,738 | $804K |
| SK Wealth Management, LLC | 0.42% | Reduce -10.6% | 19,866 | $780K |
| High Note Wealth, LLC | 0.18% | Reduce -5.1% | 17,222 | $739K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +77.0% | 16,496 | $708K |
| Olde Wealth Management, LLC | 0.24% | Reduce -50.1% | 15,748 | $675K |
| SOA Wealth Advisors, LLC. | 0.14% | Reduce -0.3% | 15,075 | $647K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.6% | 14,738 | $633K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.9% | 14,643 | $628K |
| Cook Wealth, LLC | 0.29% | Reduce -1.9% | 13,820 | $602K |
| US Financial Advisors, LLC | 0.18% | Add +4.3% | 14,002 | $601K |
| SageView Advisory Group, LLC | 0.02% | No change | 12,050 | $517K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +37.9% | 12,000 | $515K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,500 | $494K |
| Neumann Capital Management, LLC | 0.17% | Add +5.7% | 11,180 | $480K |
| &partners | 0.00% | Add +7.9% | 10,518 | $451K |
| Waterloo Capital, L.P. | 0.04% | New | 10,279 | $441K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 9,466 | $406K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 9,440 | $405K |
| Continuum Advisory, LLC | 0.05% | Add +0.6% | 9,392 | $403K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.7% | 8,942 | $384K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +98.1% | 8,939 | $384K |
| Evergreen Private Wealth LLC | 0.17% | Reduce -0.3% | 8,630 | $370K |
| Institute for Wealth Management, LLC. | 0.05% | Add +92.5% | 8,544 | $367K |
| CENTRAL TRUST Co | 0.01% | Add +6.9% | 8,533 | $366K |
| Simmons Bank | 0.03% | No change | 8,528 | $366K |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,468 | $366K |
| Larson Financial Group LLC | 0.02% | Reduce -7.2% | 7,913 | $340K |
| RVW Wealth, LLC | 0.03% | Reduce -4.7% | 7,514 | $323K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +19.1% | 7,472 | $321K |
| Fingerlakes Wealth Management, Inc. | 0.27% | Add +1.5% | 7,343 | $315K |
| McClarren Financial Advisors, Inc. | 0.20% | Reduce -21.4% | 5,690 | $310K |
| LongView Asset Management LLC | 0.26% | Reduce -1.0% | 7,107 | $305K |
| Focus Partners Wealth | 0.00% | Add +8.4% | 6,547 | $281K |
| Trust Co | 0.03% | Add +8.4% | 6,398 | $275K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.9% | 6,375 | $274K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.3% | 6,322 | $271K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 6,318 | $271K |
| Merit Financial Group, LLC | 0.00% | Add +0.6% | 6,276 | $269K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,038 | $259K |
| Susquehanna International Group, LLP | 0.00% | New | 5,812 | $249K |
| AlphaCore Capital LLC | 0.02% | New | 5,514 | $237K |
| Corient Private Wealth LP | 0.00% | New | 5,415 | $232K |
| Aire Advisors, LLC | 0.05% | No change | 5,409 | $232K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.1% | 5,321 | $228K |
| Roberts Financial Services LLC | 0.04% | Add +0.3% | 5,310 | $228K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +11.5% | 5,239 | $225K |
| CX Institutional | 0.01% | Add +2.9% | 5,049 | $217K |
| Bragg Financial Advisors, Inc | 0.01% | Add +1.2% | 5,052 | $217K |
| Arkos Global Advisors | 0.03% | Reduce -0.2% | 4,981 | $214K |
| PFG Advisors | 0.01% | Reduce -2.4% | 4,877 | $209K |
| MML Investors Services, LLC | 0.00% | Add +4.6% | 4,804 | $206K |
| Ipsen Advisor Group LLC | 0.18% | Reduce -1.2% | 4,778 | $205K |
| Abound Financial, LLC | 0.08% | Reduce -19.3% | 3,671 | $158K |
| Cwm, LLC | 0.00% | Add +60.5% | 3,641 | $156K |
| Cornerstone Planning Group LLC | 0.03% | No change | 3,478 | $144K |
| Dunhill Financial, LLC | 0.06% | New | 2,963 | $127K |
| Fifth Third Bancorp | 0.00% | No change | 2,760 | $118K |
| Stonebridge Financial Group, LLC | 0.01% | Add +0.9% | 2,563 | $110K |
| UMB Bank, n.a. | 0.00% | Reduce -9.0% | 2,168 | $93K |
| Comerica Bank | 0.00% | Reduce -27.5% | 1,986 | $85K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.8% | 1,903 | $82K |
| Marshall Investment Management, LLC | 0.05% | Reduce -0.9% | 1,818 | $78K |
"% 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.