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 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $406 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
|
$310,244
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,320
shares
|
$305,888
0.04% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,274
shares
|
$303,661
0.03% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,237
shares
|
$301,870
0.01% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,038
shares
|
$292,239
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,981
shares
|
$289,480
0.03% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
5,905
shares
|
$285,802
0.03% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
5,902
shares
|
$285,656
0.03% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
5,413
shares
|
$261,989
0.17% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
5,409
shares
|
$261,795
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,362
shares
|
$259,520
0.0% of portfolio
|
Q3 2024
Reduced 85.49%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,294
shares
|
$256,229
0.05% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$249,018
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,997
shares
|
$241,854
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,992
shares
|
$241,612
0.01% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
4,909
shares
|
$237,595
0.01% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
4,835
shares
|
$234,014
0.2% of portfolio
|
Q4 2024
Reduced 69.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,704
shares
|
$227,673
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,700
shares
|
$227,480
0.01% of portfolio
|
Q4 2024
Reduced 27.12%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,639
shares
|
$224,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,591
shares
|
$222,204
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
4,548
shares
|
$220,123
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,521
shares
|
$218,816
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,513
shares
|
$218,429
0.0% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
4,500
shares
|
$217,800
0.13% of portfolio
|
Q4 2024
Reduced 1.12%
|