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 146 institutions that hold shares in the stock, with a total of 7.68 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
10,792
shares
|
$504,526
0.06% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
10,155
shares
|
$474,746
0.04% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
9,607
shares
|
$449,127
0.05% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,184
shares
|
$429,352
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
8,870
shares
|
$414,672
0.28% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,795
shares
|
$411,166
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,619
shares
|
$402,938
0.0% of portfolio
|
Q3 2025
Reduced 22.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
8,524
shares
|
$398,497
0.0% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
8,265
shares
|
$386,388
0.0% of portfolio
|
Q2 2025
Added 52.63%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,176
shares
|
$382,228
0.2% of portfolio
|
Q1 2023
Added 93.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,057
shares
|
$376,664
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,051
shares
|
$376,384
0.0% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
8,051
shares
|
$376,384
0.01% of portfolio
|
Q4 2025
Added 25.09%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
7,985
shares
|
$373,298
0.03% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,983
shares
|
$373,205
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,745
shares
|
$362,078
0.01% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,584
shares
|
$354,552
0.01% of portfolio
|
Q4 2025
Reduced 64.96%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,355
shares
|
$343,846
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
7,333
shares
|
$342,817
0.04% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
7,179
shares
|
$335,618
0.03% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,105
shares
|
$332,158
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
6,769
shares
|
$316,450
0.03% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
6,766
shares
|
$316,310
0.13% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
6,577
shares
|
$307,474
0.21% of portfolio
|
Q4 2025
Reduced 13.49%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
6,554
shares
|
$306,399
0.1% of portfolio
|
Q3 2025
Reduced 58.38%
|
|