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 148 institutions that hold shares in the stock, with a total of 8.09 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,834
shares
|
$619,882
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
12,200
shares
|
$589,260
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
12,050
shares
|
$582,015
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,951
shares
|
$577,233
0.07% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
11,792
shares
|
$569,553
0.32% of portfolio
|
Q3 2023
Added 3.06%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
11,500
shares
|
$555,450
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,180
shares
|
$539,994
0.17% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,518
shares
|
$508,019
0.0% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
10,279
shares
|
$496,475
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
10,244
shares
|
$494,785
0.05% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,481
shares
|
$457,932
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,466
shares
|
$457,207
0.0% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9,392
shares
|
$453,633
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,942
shares
|
$431,898
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,939
shares
|
$431,753
0.0% of portfolio
|
Q1 2025
Added 98.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
8,533
shares
|
$412,143
0.01% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
8,528
shares
|
$411,902
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,176
shares
|
$394,900
0.2% of portfolio
|
Q1 2023
Added 93.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,057
shares
|
$389,153
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,913
shares
|
$382,197
0.02% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
7,723
shares
|
$373,020
0.04% of portfolio
|
Q2 2025
Reduced 48.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,468
shares
|
$360,704
0.0% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,343
shares
|
$354,666
0.27% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
7,310
shares
|
$353,073
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
7,297
shares
|
$352,445
0.15% of portfolio
|
Q2 2025
Reduced 15.45%
|