Nuveen ESG Mid-Cap Grow ETFNUMGETF

13F holders, Q2 2025 (June 30)
130holders −6
10new positions
16sold out
$48.45avg. 13F price*

At the end of Q2 2025, 130 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings, down 6 from Q1 2025. 10 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($53.7M), Wells Fargo & Company ($38.3M) and Royal Bank of Canada ($25.0M).

Company
Nuveen ESG Mid-Cap Grow ETF
Filed as
NUSHARES ETF TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions10$3.4M
Exits16$7.7M

All 13F filers, Q1 2025 → Q2 2025: 314,622 shares bought and 527,574 shares sold, net −212,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Morgan Stanley 0.00% Add +1.3% 1,109,271 $53.7M
Wells Fargo & Company 0.01% Add +0.4% 790,108 $38.3M
Royal Bank of Canada 0.00% Reduce -1.5% 516,582 $25.0M
Tiaa Trust, National Association 0.06% Reduce -17.3% 498,599 $24.2M
LPL Financial LLC 0.01% Add +9.7% 472,802 $22.9M
Bank of New York Mellon Corp 0.00% Add +7.2% 382,679 $18.5M
Bank of America Corp. 0.00% Add +4.7% 347,720 $16.8M
Ameriprise Financial Inc. 0.00% Add +30.7% 268,035 $13.0M
UBS Group AG 0.00% Add +8.1% 224,357 $10.9M
AlTi Global, Inc. 0.19% Reduce -36.5% 157,208 $7.6M
Commonwealth Equity Services, LLC 0.01% Add +13.4% 142,475 $6.9M
Raymond James Financial Inc. 0.00% Reduce -1.3% 104,906 $5.1M
Ameritas Advisory Services, LLC 0.24% Reduce -12.1% 94,703 $4.6M
Cetera Investment Advisers 0.01% Reduce -17.4% 81,032 $3.9M
Creative Planning 0.00% Reduce -0.0% 77,496 $3.8M
Fiduciary Trust Co 0.04% No change 63,303 $3.1M
Whittier Trust Co. 0.04% Reduce -9.3% 62,623 $3.0M
Whittier Trust Co. of Nevada Inc. 0.07% Reduce -1.5% 61,491 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -0.0% 57,437 $2.8M
Jones Financial Companies LLLP 0.00% Add +9.9% 55,010 $2.6M
PNC Financial Services Group, Inc. 0.00% Reduce -11.7% 39,789 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +5.7% 37,704 $1.8M
Goldman Sachs Group Inc. 0.00% Add +0.7% 37,521 $1.8M
JPMorgan Chase & Co. 0.00% Reduce -18.0% 33,939 $1.6M
WCG Wealth Advisors LLC 0.08% Reduce -3.1% 26,885 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.9% 25,369 $1.2M
Revolve Wealth Partners, LLC 0.15% Add +3.1% 24,482 $1.2M
Dynamic Advisor Solutions LLC 0.03% Reduce -19.0% 22,800 $1.1M
Vicus Capital 0.09% Add +0.2% 22,267 $1.1M
rebel Financial LLC 0.49% — 22,010 $1.1M
Commerce Bank 0.01% Reduce -10.4% 20,034 $971K
Lido Advisors, LLC 0.00% Reduce -19.3% 18,270 $885K
Wealth Enhancement Advisory Services, LLC 0.00% Add +177.9% 17,571 $862K
SK Wealth Management, LLC 0.37% Reduce -12.6% 17,370 $846K
IAG Wealth Partners, LLC 0.11% Reduce -44.8% 17,412 $844K
High Note Wealth, LLC 0.19% Reduce -2.6% 16,775 $813K
WealthShield Partners, LLC 0.10% Reduce -15.0% 16,299 $790K
RTD Financial Advisors, Inc. 0.10% Reduce -22.5% 16,291 $789K
Cerity Partners LLC 0.00% New 16,031 $781K
NewEdge Advisors, LLC 0.00% Add +6.3% 15,659 $759K
Osaic Holdings, Inc. 0.00% Reduce -21.6% 14,699 $712K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.5% 13,844 $671K
Flow Traders U.S. LLC 0.02% New 13,048 $632K
SageView Advisory Group, LLC 0.02% No change 12,050 $595K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.7% 12,200 $591K
Institute for Wealth Management, LLC. 0.06% Add +39.9% 11,951 $579K
Coldstream Capital Management Inc. 0.01% No change 11,500 $557K
Neumann Capital Management, LLC 0.17% No change 11,180 $542K
Mercer Global Advisors Inc. 0.00% Add +108.4% 11,089 $537K
Private Advisor Group, LLC 0.00% Reduce -45.3% 11,031 $534K
Canandaigua National Bank & Trust Co. 0.05% Add +37.1% 10,244 $496K
CENTRAL TRUST Co 0.01% Add +19.6% 10,207 $495K
Truist Financial Corp. 0.00% Add +0.4% 9,481 $459K
Continuum Advisory, LLC 0.05% No change 9,392 $455K
HighTower Advisors, LLC 0.00% Reduce -5.1% 8,981 $435K
IHT Wealth Management, LLC 0.01% Reduce -1.6% 8,795 $426K
Fingerlakes Wealth Management, Inc. 0.32% Add +19.3% 8,757 $424K
&partners 0.00% Reduce -18.9% 8,533 $413K
Simmons Bank 0.03% Reduce -2.4% 8,328 $403K
Corient Private Wealth LP 0.00% Add +52.6% 8,265 $400K
Petros Family Wealth, LLC 0.36% New 8,056 $390K
Cwm, LLC 0.00% Add +119.8% 8,001 $388K
Atria Wealth Solutions, Inc. 0.01% Reduce -13.4% 7,745 $380K
SOA Wealth Advisors, LLC. 0.07% Reduce -48.8% 7,723 $374K
Larson Financial Group LLC 0.01% Reduce -6.9% 7,369 $357K
McClarren Financial Advisors, Inc. 0.23% Add +28.5% 7,314 $354K
RVW Wealth, LLC 0.03% Reduce -2.7% 7,310 $354K
Evergreen Private Wealth LLC 0.15% Reduce -15.4% 7,297 $354K
Evergreen Capital Management LLC 0.01% New 7,165 $347K
Focus Partners Wealth 0.00% Add +9.2% 7,149 $346K
LongView Asset Management LLC 0.23% Reduce -11.1% 6,320 $306K
Merit Financial Group, LLC 0.00% No change 6,276 $304K
Golden State Wealth Management, LLC 0.04% Reduce -2.9% 6,193 $300K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +17.2% 6,138 $297K
Trust Co 0.03% Reduce -8.6% 5,845 $283K
Aire Advisors, LLC 0.05% No change 5,409 $262K
MML Investors Services, LLC 0.00% Add +12.7% 5,412 $262K
Bragg Financial Advisors, Inc 0.01% Add +6.1% 5,358 $260K
Stratos Wealth Partners, LTD. 0.00% New 5,030 $244K
Arkos Global Advisors 0.03% Reduce -3.5% 4,804 $233K
PFG Advisors 0.01% Reduce -1.7% 4,796 $232K
McAdam, LLC 0.01% New 4,750 $230K
CX Institutional 0.01% Reduce -5.9% 4,751 $230K
Ipsen Advisor Group LLC 0.17% Reduce -4.9% 4,542 $220K
Compound Planning, Inc. 0.01% New 4,521 $219K
Wealthcare Advisory Partners LLC 0.00% New 4,348 $211K
Falcon Wealth Planning 0.02% New 4,328 $210K
Cornerstone Planning Group LLC 0.03% No change 3,478 $167K
Comerica Bank 0.00% Add +54.8% 3,075 $149K
Dunhill Financial, LLC 0.04% Add +1.1% 2,995 $145K
Fifth Third Bancorp 0.00% No change 2,760 $134K
EP Wealth Advisors, LLC 0.00% New 2,242 $109K
O'shaughnessy Asset Management, LLC 0.00% Reduce -67.1% 2,080 $101K
Harbor Asset Planning, Inc. 0.10% — 2,058 $100K
Harbour Investments, Inc. 0.00% No change 1,903 $92K
Ameritas Investment Partners, Inc. 0.00% No change 1,628 $79K
US Bancorp \de 0.00% No change 1,523 $74K
Qube Research & Technologies Ltd 0.00% Reduce -14.3% 1,412 $68K
UMB Bank, n.a. 0.00% Reduce -36.2% 1,383 $67K
Millstone Evans Group, LLC 0.04% Reduce -3.8% 1,337 $65K
Motco 0.01% No change 1,248 $61K
Principal Securities, Inc. 0.00% Add +37.4% 1,175 $57K
MJT & Associates Financial Advisory Group, Inc. 0.06% Reduce -29.6% 1,071 $52K
Allworth Financial LP 0.00% No change 1,013 $49K
Blair William & Co. 0.00% Reduce -20.9% 913 $44K
Wood Tarver Financial Group, LLC 0.01% No change 678 $32K
Farther Finance Advisors, LLC 0.00% No change 624 $30K
Urban Financial Advisory Corp 0.01% No change 562 $27K
Front Row Advisors LLC 0.01% No change 505 $24K
Parallel Advisors, LLC 0.00% No change 418 $20K
Steward Partners Investment Advisory, LLC 0.00% No change 416 $20K
MAI Capital Management 0.00% No change 409 $20K
CoreCap Advisors, LLC 0.00% No change 340 $16K
Crewe Advisors LLC 0.00% No change 306 $15K
FMR LLC 0.00% Reduce -49.3% 262 $13K
AdvisorNet Financial, Inc 0.00% No change 237 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 217 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +4.4% 191 $9K
Cape Investment Advisory, Inc. 0.00% Add +18.5% 179 $9K
Creative Financial Designs Inc. 0.00% No change 140 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.2% 130 $6K
DT Investment Partners, LLC 0.00% Reduce -42.1% 110 $5K
Aptus Capital Advisors, LLC 0.00% Add +64.6% 107 $5K
Rossby Financial, LCC 0.00% No change 88 $4K
Rise Advisors, LLC 0.00% No change 55 $3K
EverSource Wealth Advisors, LLC 0.00% No change 53 $3K
Global Retirement Partners, LLC 0.00% — 43 $2K
Lanark Financial, Inc. 0.00% No change 54 $2K
SouthState Bank Corp 0.00% No change 24 $1K
Pandora Wealth, Inc. 0.00% No change 20 $969

"% 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.