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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$1.7M
Exits18$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
Qube Research & Technologies Ltd 0.00% No change 1,648 $71K
Ameritas Investment Partners, Inc. 0.00% No change 1,628 $70K
US Bancorp \de 0.00% No change 1,523 $65K
MJT & Associates Financial Advisory Group, Inc. 0.06% — 1,522 $65K
Millstone Evans Group, LLC 0.04% No change 1,390 $60K
Motco 0.01% No change 1,248 $54K
Blair William & Co. 0.00% New 1,155 $50K
Allworth Financial LP 0.00% Reduce -71.3% 1,013 $43K
Principal Securities, Inc. 0.00% No change 855 $41K
Wood Tarver Financial Group, LLC 0.01% No change 678 $29K
Farther Finance Advisors, LLC 0.00% Add +258.6% 624 $27K
Urban Financial Advisory Corp 0.01% No change 562 $24K
FMR LLC 0.00% Add +84.0% 517 $22K
Front Row Advisors LLC 0.01% No change 505 $22K
Parallel Advisors, LLC 0.00% New 418 $18K
Steward Partners Investment Advisory, LLC 0.00% No change 416 $18K
MAI Capital Management 0.00% No change 409 $18K
CoreCap Advisors, LLC 0.00% New 340 $15K
Crewe Advisors LLC 0.00% No change 306 $13K
AdvisorNet Financial, Inc 0.00% No change 237 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 217 $9K
DT Investment Partners, LLC 0.00% Add +2.7% 190 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 183 $8K
Cape Investment Advisory, Inc. 0.00% Reduce -60.0% 151 $6K
Creative Financial Designs Inc. 0.00% New 140 $6K
Resources Management Corp. /CT/ 0.00% Reduce -50.0% 150 $6K
First Horizon Advisors, Inc. 0.00% No change 111 $5K
Rossby Financial, LCC 0.00% New 88 $4K
IFP Advisors, Inc 0.00% New 78 $3K
Aptus Capital Advisors, LLC 0.00% Add +8.3% 65 $3K
Rise Advisors, LLC 0.00% No change 55 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -69.2% 53 $2K
Lanark Financial, Inc. 0.00% — 54 $2K
SouthState Bank Corp 0.00% New 24 $1K
Pandora Wealth, Inc. 0.00% — 20 $858
Keystone Global Partners, LLC 0.00% — 1 $42

"% 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.