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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
7,297
shares
|
$343,177
0.15% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,165
shares
|
$336,969
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,410
shares
|
$301,462
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,276
shares
|
$295,160
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
6,193
shares
|
$291,256
0.04% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,138
shares
|
$288,670
0.01% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,038
shares
|
$283,967
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,845
shares
|
$274,890
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,412
shares
|
$254,526
0.0% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
5,409
shares
|
$254,385
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,358
shares
|
$251,986
0.01% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,030
shares
|
$236,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,804
shares
|
$225,932
0.03% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,796
shares
|
$225,555
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,751
shares
|
$223,439
0.01% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,750
shares
|
$223,392
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
4,542
shares
|
$213,610
0.17% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,521
shares
|
$212,622
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,348
shares
|
$204,486
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,328
shares
|
$203,545
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
3,478
shares
|
$163,570
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,302
shares
|
$155,293
0.01% of portfolio
|
Q4 2023
Reduced 79.28%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,184
shares
|
$149,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,075
shares
|
$144,617
0.0% of portfolio
|
Q2 2025
Added 54.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
2,995
shares
|
$140,854
0.04% of portfolio
|
Q2 2025
Added 1.08%
|