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Disclosery

NUMG NUSHARES ETF TR

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NUVEEN ESG MIDCP (fund)

130 managers (134 13F filers) reported a position in NUMG shares at 2026-06-30, 5,672,991 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
130
13F filers
134
New
11
Added
43
Reduced
44
Sold out
10
Shares held by filers
5,672,991

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY900,899$42.3M<0.01%-292,37113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA541,145$25.4M<0.01%+9,41413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp517,033$24.3M<0.01%+30,63013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN486,733$22.9M<0.01%-48,27513F-HRTimelineGroup
TIAAgroup of 3 filers holding408,069$19.2M-21,285Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300,651$14.1M<0.01%+70213F-HRTimelineGroup
LPL Financial LLC255,680$12M<0.01%+1413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC207,739$9.76M<0.01%-37,46313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding204,219$9.59M+326Timeline
COMMONWEALTH EQUITY SERVICES, LLC161,522$7.59M0.01%+6,05313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding141,424$6.64M+67,652Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP114,208$5.21M<0.01%+24,68113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,010$4.23M<0.01%-14,15913F-HRTimelineGroup
Cetera Investment Advisers81,091$3.81M<0.01%+1,22713F-HRTimeline
Creative Planningin group Creative Planning77,856$3.66M<0.01%+40213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.64,044$3.01M0.06%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co63,261$2.97M0.03%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,864$2.91M<0.01%-70613F-HRTimelineGroup
WCG Wealth Advisors LLC59,018$2.77M0.07%+13,58313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC55,573$2.6M0.05%+41113F-HRTimeline
Beacon Pointe Advisors, LLC46,117$2.17M0.01%-32413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42,571$2M<0.01%-10013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,370$1.69M<0.01%-10,75413F-HRTimelineGroup
PFG Investments, LLC32,673$1.53M0.06%-79313F-HRTimeline
WHITTIER TRUST CO31,320$1.49M0.01%-11713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,322$1.38M<0.01%-84613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,875$1.36M<0.01%-16,41613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,770$1.21M<0.01%+16,20213F-HRTimelineGroup
Revolve Wealth Partners, LLC25,072$1.18M0.12%+43313F-HRTimeline
VICUS CAPITAL22,342$1.05M0.07%+42013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,376$863K<0.01%-96013F-HRTimelineGroup
Farther Finance Advisors, LLC17,805$836K0.01%+14,02613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK17,207$808K<0.01%-1,33213F-HRTimelineGroup
NewEdge Advisors, LLC16,543$777K<0.01%+2,38913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,919$701K<0.01%-11213F-HRTimelineGroup
RTD Financial Advisors, Inc.14,576$684K0.07%-113F-HRTimeline
High Note Wealth, LLC14,318$672K0.11%-1,61413F-HRTimeline
Napier Financial, LLC13,919$654K0.14%+92313F-HRTimeline
&PARTNERS13,553$636K<0.01%-30013F-HRTimeline
SageView Advisory Group, LLC13,300$625K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,963$609K<0.01%+1,68113F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,615$592K<0.01%-1813F-HR/ATimeline
Continuum Advisory, LLC12,569$590K0.05%+1,38213F-HRTimeline
IAG Wealth Partners, LLC12,416$583K0.06%-4,25613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,500$540K0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,497$539K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co10,971$515K0.01%-1,30613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…10,888$511K0.04%13F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.10,810$508K0.27%+58113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,637$499K0.02%-16,19413F-HRTimelineGroup
Compound Planning, Inc.9,644$453K0.01%+3,57413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,484$445K<0.01%+9413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,218$433K<0.01%+59913F-HR/ATimeline
Private Advisor Group, LLC9,214$433K<0.01%-82913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,848$416K<0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,702$409K<0.01%+93813F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,709$409K0.01%+17613F-HRTimeline
Larson Financial Group LLC7,988$375K0.01%+89213F-HRTimeline
HighTower Advisors, LLC7,912$372K<0.01%+15113F-HRTimeline
CX Institutional7,516$353K0.01%+44313F-HRTimeline
SK Wealth Management, LLC7,268$352K0.08%-2,82413F-HRTimeline
McClarren Financial Advisors, Inc.7,494$352K0.18%+17913F-HRTimeline
SOA Wealth Advisors, LLC.7,333$344K0.06%013F-HRTimeline
Simmons Bankin group Simmons Bank7,238$340K0.02%-78913F-HRTimelineGroup
RVW Wealth, LLC7,117$334K0.02%-6213F-HRTimeline
Trust Co6,996$329K0.03%+213F-HRTimeline
WealthSpring Partners, LLC6,836$321K0.28%-3213F-HRTimeline
Olde Wealth Management, LLC6,729$315K0.09%-413F-HRTimeline
Golden State Wealth Management, LLC6,682$314K0.03%+41013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,547$307K<0.01%-48813F-HRTimelineGroup
Bragg Financial Advisors, Inc6,426$302K0.01%013F-HRTimeline
Merit Financial Group, LLC6,352$298K<0.01%-4513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC6,284$295K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC6,247$293K0.01%-1,08913F-HRTimeline
Institute for Wealth Management, LLC.5,877$276K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,666$266K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,597$263K0.01%+1,81013F-HRTimelineGroup
Falcon Wealth Planning5,488$258K0.02%-20013F-HRTimeline
Petros Family Wealth, LLC5,481$257K0.16%-98113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,472$257K<0.01%+9713F-HRTimelineGroup
AIRE ADVISORS, LLC5,347$251K0.04%013F-HRTimeline
Ipsen Advisor Group LLC5,219$245K0.16%+18213F-HRTimeline
Kelsey Financial, LLC5,104$240K0.18%-5213F-HRTimeline
McAdam, LLC4,876$229K0.01%-11413F-HRTimeline
MML INVESTORS SERVICES, LLC4,678$220K<0.01%new13F-HRTimeline
PFG Advisors4,533$213K0.01%new13F-HRTimeline
Marshall Financial Group, LLC4,336$204K0.03%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,600$169K<0.01%-27113F-HRTimelineGroup
Cornerstone Planning Group LLC3,479$159K0.02%013F-HRTimeline
EP Wealth Advisors, LLC3,299$155K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,117$146K<0.01%-12913F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC2,202$103K0.04%+25813F-HRTimeline
Harbor Asset Planning, Inc.2,058$96.7K0.07%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,913$89.8K<0.01%-16613F-HRTimeline
AdvisorNet Financial, Inc1,554$73K<0.01%+86613F-HRTimeline
UMB Bank, n.a.1,383$64.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\1,346$63.2K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,337$62.8K0.03%013F-HRTimeline
MOTCO1,248$58.6K0.01%013F-HRTimeline
Dunhill Financial, LLC1,157$54.3K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC1,034$48.6K0.02%-2,04013F-HRTimeline
Allworth Financial LP1,005$47.2K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…960$45.1K0.03%-11113F-HRTimeline
BLAIR WILLIAM & CO/IL913$42.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.833$39.1K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC801$37.6K<0.01%-81213F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC666$31.3K<0.01%+3213F-HRTimeline
Triumph Capital Management540$25.4K<0.01%013F-HRTimeline
Front Row Advisors LLC505$24.5K0.01%013F-HRTimeline
Urban Financial Advisory Corp479$22.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…413$19.4K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.353$16.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC340$16K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC306$14.4K0.01%013F-HRTimeline
Crewe Advisors LLC303$14.2K<0.01%013F-HRTimeline
MCF Advisors LLC246$11.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC227$10.7K<0.01%+1413F-HRTimeline
Rossby Financial, LCC200$9.39K<0.01%+11213F-HRTimeline
Integrated Wealth Concepts LLC198$9.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140$6.57K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…113$5.32K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC107$5.03K<0.01%013F-HRTimeline
IFP Advisors, Inc69$3.24K<0.01%-12513F-HRTimeline
Cape Investment Advisory, Inc.59$2.77K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.54$2.54K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.49K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC31$1.46K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC19$892<0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC18$845<0.01%-113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2$80<0.01%new13F-HRTimelineGroup