Nuveen ESG Mid-Cap Grow ETFNUMGETF

13F holders, Q1 2026 (March 31)
134holders −6
7new positions
13sold out
1famous investor
$41.07avg. 13F price*

At the end of Q1 2026, 134 institutions reported holding Nuveen ESG Mid-Cap Grow ETF (NUMG) in their 13F filings, down 6 from Q4 2025. 7 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($49.0M), Wells Fargo & Company ($22.0M) and Royal Bank of Canada ($21.8M). 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 (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$3.1M
Exits13$3.9M

All 13F filers, Q4 2025 → Q1 2026: 307,155 shares bought and 1,084,071 shares sold, net −776,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 134 holders

Morgan Stanley 0.00% Add +2.4% 1,193,270 $49.0M
Wells Fargo & Company 0.00% Reduce -31.0% 535,008 $22.0M
Royal Bank of Canada 0.00% Add +3.9% 531,731 $21.8M
Bank of New York Mellon Corp 0.00% Add +5.0% 486,403 $20.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.07% — 414,756 $17.0M
Bank of America Corp. 0.00% Add +2.1% 299,949 $12.3M
LPL Financial LLC 0.00% Reduce -44.3% 255,666 $10.5M
Ameriprise Financial Inc. 0.00% Add +6.1% 245,202 $10.1M
UBS Group AG 0.00% Add +5.1% 202,171 $8.3M
Commonwealth Equity Services, LLC 0.01% Add +23.7% 155,469 $6.4M
Raymond James Financial Inc. 0.00% Reduce -1.1% 104,169 $4.3M
Jones Financial Companies LLLP 0.00% Add +23.4% 89,527 $3.6M
Cetera Investment Advisers 0.00% Reduce -2.6% 79,864 $3.3M
Creative Planning 0.00% No change 77,454 $3.2M
Ameritas Advisory Services, LLC 0.12% Add +3.5% 72,614 $3.0M
AlTi Global, Inc. 0.06% Reduce -21.6% 64,044 $2.6M
Fiduciary Trust Co 0.03% No change 63,261 $2.6M
Envestnet Asset Management Inc. 0.00% Add +8.3% 62,570 $2.6M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -1.0% 55,162 $2.3M
Beacon Pointe Advisors, LLC 0.01% Add +9.9% 46,441 $1.9M
JPMorgan Chase & Co. 0.00% Add +36.0% 47,124 $1.9M
WCG Wealth Advisors LLC 0.05% Add +4.8% 45,435 $1.9M
Goldman Sachs Group Inc. 0.00% Add +127.0% 45,291 $1.9M
PNC Financial Services Group, Inc. 0.00% Add +8.6% 42,671 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -8.3% 38,875 $1.6M
PFG Investments, LLC 0.06% New 33,466 $1.4M
Whittier Trust Co. 0.01% Reduce -49.8% 31,437 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.6% 30,168 $1.2M
Virtu Financial LLC 0.05% New 26,831 $1.1M
rebel Financial LLC 0.46% Add +20.3% 26,028 $1.1M
Revolve Wealth Partners, LLC 0.13% Reduce -5.9% 24,639 $1.0M
Vicus Capital 0.07% Add +2.9% 21,922 $901K
Lido Advisors, LLC 0.00% Add +8.3% 19,336 $794K
Commerce Bank 0.00% Reduce -2.9% 18,539 $762K
WealthShield Partners, LLC 0.08% Add +10.2% 18,510 $760K
IAG Wealth Partners, LLC 0.08% Reduce -3.1% 16,672 $685K
High Note Wealth, LLC 0.13% Reduce -2.2% 15,932 $654K
Cerity Partners LLC 0.00% Add +0.9% 15,031 $617K
RTD Financial Advisors, Inc. 0.07% Add +1.8% 14,577 $599K
Tiaa Trust, National Association 0.04% Reduce -96.8% 14,156 $582K
NewEdge Advisors, LLC 0.00% Reduce -2.9% 14,154 $581K
&partners 0.00% Add +5.4% 13,853 $569K
SageView Advisory Group, LLC 0.02% No change 13,300 $546K
Napier Financial, LLC 0.12% Reduce -5.1% 12,996 $534K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.5% 12,633 $519K
CENTRAL TRUST Co 0.01% Reduce -3.8% 12,277 $504K
Coldstream Capital Management Inc. 0.01% No change 11,500 $472K
Neumann Capital Management, LLC 0.14% Add +0.8% 11,470 $471K
Osaic Holdings, Inc. 0.00% Reduce -8.0% 11,282 $463K
Continuum Advisory, LLC 0.04% Add +0.9% 11,187 $460K
Canandaigua National Corp. 0.04% — 10,842 $445K
SK Wealth Management, LLC 0.12% Reduce -22.3% 10,092 $421K
Fingerlakes Wealth Management, Inc. 0.28% Add +14.5% 10,229 $420K
Private Advisor Group, LLC 0.00% Add +8.3% 10,043 $413K
Citadel Advisors 0.00% Add +26.4% 9,568 $393K
Truist Financial Corp. 0.00% Add +1.4% 9,390 $386K
Corient Private Wealth LP 0.00% No change 8,848 $363K
Mercer Global Advisors Inc. 0.00% Reduce -10.1% 8,619 $354K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +6.0% 8,533 $351K
Cwm, LLC 0.00% Add +0.8% 8,173 $336K
Simmons Bank 0.02% Reduce -0.4% 8,027 $330K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -52.1% 7,764 $323K
HighTower Advisors, LLC 0.00% Reduce -5.3% 7,761 $319K
IHT Wealth Management, LLC 0.01% Reduce -7.3% 7,336 $301K
SOA Wealth Advisors, LLC. 0.06% No change 7,333 $301K
McClarren Financial Advisors, Inc. 0.18% Add +295.0% 7,315 $300K
Evergreen Capital Management LLC 0.01% Add +0.6% 7,295 $300K
RVW Wealth, LLC 0.02% No change 7,179 $295K
Larson Financial Group LLC 0.01% Reduce -10.4% 7,096 $291K
CX Institutional 0.01% Add +2.9% 7,073 $291K
Focus Partners Wealth 0.00% No change 7,035 $289K
Trust Co 0.03% Add +3.3% 6,994 $287K
WealthSpring Partners, LLC 0.26% No change 6,868 $282K
Olde Wealth Management, LLC 0.09% Add +4.0% 6,733 $276K
Petros Family Wealth, LLC 0.19% Reduce -1.8% 6,462 $265K
Bragg Financial Advisors, Inc 0.01% Add +19.9% 6,426 $264K
Merit Financial Group, LLC 0.00% Reduce -0.6% 6,397 $263K
Golden State Wealth Management, LLC 0.03% Add +0.1% 6,272 $258K
Compound Planning, Inc. 0.01% Add +14.9% 6,070 $249K
Falcon Wealth Planning 0.02% Add +7.4% 5,688 $234K
Flow Traders U.S. LLC 0.01% New 5,441 $224K
Stratos Wealth Partners, LTD. 0.00% Add +4.8% 5,375 $221K
Aire Advisors, LLC 0.04% No change 5,347 $220K
Kelsey Financial, LLC 0.19% New 5,156 $212K
Ipsen Advisor Group LLC 0.14% Add +11.0% 5,037 $207K
McAdam, LLC 0.01% Add +9.3% 4,990 $205K
Dynamic Advisor Solutions LLC 0.01% Reduce -34.4% 4,977 $204K
Arkos Global Advisors 0.02% Reduce -0.5% 4,278 $176K
Fifth Third Bancorp 0.00% Add +40.3% 3,871 $159K
Cornerstone Planning Group LLC 0.02% No change 3,479 $158K
Farther Finance Advisors, LLC 0.00% Add +24.7% 3,779 $156K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.7% 3,787 $156K
Rockefeller Capital Management L.P. 0.00% Reduce -7.9% 3,246 $133K
Abound Financial, LLC 0.06% Reduce -7.3% 3,074 $126K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.1% 2,079 $85K
Harbor Asset Planning, Inc. 0.07% No change 2,058 $85K
Marshall Investment Management, LLC 0.04% New 1,944 $80K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,722 $71K
FMR LLC 0.00% Add +37.3% 1,613 $66K
UMB Bank, n.a. 0.00% No change 1,383 $57K

"% 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.

Show all 134 holders