Institutional Ownership Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Growth ETF (NUMG). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 7.9 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,951
shares
|
$562,055
0.07% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
11,792
shares
|
$554,577
0.32% of portfolio
|
Q3 2023
Added 3.06%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
11,500
shares
|
$540,845
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,180
shares
|
$525,795
0.17% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,089
shares
|
$521,515
0.0% of portfolio
|
Q2 2025
Added 108.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,031
shares
|
$518,787
0.0% of portfolio
|
Q2 2025
Reduced 45.31%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
10,244
shares
|
$481,775
0.05% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
10,207
shares
|
$480,035
0.01% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,481
shares
|
$445,891
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
9,392
shares
|
$441,705
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,981
shares
|
$422,376
0.0% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,795
shares
|
$413,628
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
8,757
shares
|
$411,841
0.32% of portfolio
|
Q2 2025
Added 19.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,533
shares
|
$401,306
0.0% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
8,328
shares
|
$391,665
0.03% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,265
shares
|
$388,702
0.0% of portfolio
|
Q2 2025
Added 52.63%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,176
shares
|
$384,517
0.2% of portfolio
|
Q1 2023
Added 93.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,057
shares
|
$378,920
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
8,056
shares
|
$378,873
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,001
shares
|
$376,287
0.0% of portfolio
|
Q2 2025
Added 119.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,745
shares
|
$364,247
0.01% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
7,723
shares
|
$363,212
0.04% of portfolio
|
Q2 2025
Reduced 48.77%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,369
shares
|
$346,564
0.01% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
7,314
shares
|
$343,977
0.25% of portfolio
|
Q2 2025
Added 28.54%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
7,310
shares
|
$343,789
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|