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 |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,410
shares
|
$309,603
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,375
shares
|
$307,912
0.04% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
6,318
shares
|
$305,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,276
shares
|
$303,130
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,138
shares
|
$296,465
0.01% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,038
shares
|
$291,635
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,845
shares
|
$282,313
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,812
shares
|
$280,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
5,690
shares
|
$274,827
0.2% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
5,514
shares
|
$266,326
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,415
shares
|
$261,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
5,409
shares
|
$261,254
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,321
shares
|
$257,004
0.0% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,310
shares
|
$256,472
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
5,052
shares
|
$244,011
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
4,981
shares
|
$240,582
0.03% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
4,877
shares
|
$235,559
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,804
shares
|
$232,033
0.0% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
4,778
shares
|
$230,777
0.18% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,751
shares
|
$229,473
0.01% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,750
shares
|
$229,425
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,328
shares
|
$209,042
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
3,671
shares
|
$177,309
0.08% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,641
shares
|
$175,860
0.0% of portfolio
|
Q1 2025
Added 60.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,478
shares
|
$167,987
0.03% of portfolio
|
Q4 2024
Added 0.06%
|