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Disclosery

NUMG NUSHARES ETF TR

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NUVEEN ESG MIDCP (fund)

138 managers (139 13F filers) reported a position in NUMG shares at 2024-12-31, 6,894,705 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
138
13F filers
139
New
14
Added
33
Reduced
59
Sold out
6
Shares held by filers
6,894,705

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY889,085$42.1M<0.01%-1,73213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN886,013$42M0.01%+55,77113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA637,239$30.2M0.09%-48,09813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA520,837$24.7M0.01%+20,74413F-HRTimelineGroup
LPL Financial LLC429,857$20.4M0.01%+9,52213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/318,611$15.1M<0.01%-59313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp294,829$14M<0.01%+37,34213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.279,093$13.3M0.02%013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.264,970$12.6M0.3%+12,59713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC226,617$10.8M<0.01%-22,40213F-HRTimelineGroup
UBS Group AGin group UBS Group AG207,300$9.82M<0.01%+4,68813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC124,886$5.92M0.01%+9,12613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,264$5.37M<0.01%13F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding106,578$5.05M+146Timeline
Cetera Investment Advisers87,250$4.13M0.01%-3,00613F-HRTimeline
Creative Planningin group Creative Planning80,526$3.82M<0.01%+28913F-HRTimelineGroup
WHITTIER TRUST CO69,287$3.28M0.04%-21,10913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC65,652$3.11M0.08%+8,86913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co63,073$2.99M0.04%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,700$2.83M<0.01%-65813F-HRTimelineGroup
Money Design Co.,Ltd.55,245$2.63M0.14%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,565$2.21M<0.01%+43513F-HRTimelineGroup
LFA - Lugano Financial Advisors SA46,520$2.2M1.44%013F-HRTimeline
Dynamic Advisor Solutions LLC44,849$2.12M0.09%-10613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,917$1.99M<0.01%+7,07813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,187$1.95M<0.01%-3,98413F-HRTimelineGroup
Beacon Pointe Advisors, LLC41,125$1.95M0.02%-4,12313F-HRTimeline
IAG Wealth Partners, LLC33,268$1.58M0.28%-3,45513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,980$1.56M0.01%-37,35513F-HRTimelineGroup
Olde Wealth Management, LLC31,591$1.5M0.53%+1,04613F-HRTimeline
WCG Wealth Advisors LLC30,504$1.45M0.1%-56913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,529$1.26M<0.01%-49013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC25,962$1.23M0.07%-2,59813F-HRTimelineGroup
VICUS CAPITAL22,829$1.08M0.1%+1,43013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,644$1.07M0.01%-3,00513F-HRTimelineGroup
SK Wealth Management, LLC22,210$1.05M0.54%013F-HRTimeline
Revolve Wealth Partners, LLC22,033$1.04M0.16%+11413F-HR/ATimeline
Private Advisor Group, LLC20,486$971K0.01%-1,95613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,953$945K<0.01%013F-HRTimelineGroup
RTD Financial Advisors, Inc.18,673$885K0.11%+17613F-HRTimeline
WealthShield Partners, LLC18,268$866K0.12%+79013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,205$863K<0.01%-97313F-HR/ATimelineGroup
High Note Wealth, LLC18,141$860K0.22%-44513F-HRTimeline
NewEdge Advisors, LLC16,295$772K<0.01%+34013F-HRTimeline
SOA Wealth Advisors, LLC.15,114$716K0.13%-1,93313F-HR/ATimeline
Cook Wealth, LLC14,084$701K0.33%-2,54113F-HRTimeline
US FINANCIAL ADVISORS, LLC13,430$636K0.2%+26713F-HRTimeline
Cambridge Investment Research Advisors,…13,085$620K<0.01%-43313F-HRTimeline
SageView Advisory Group, LLC12,050$571K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,500$545K0.01%-11013F-HRTimeline
Neumann Capital Management, LLC10,580$501K0.17%-25013F-HRTimeline
HighTower Advisors, LLC10,350$490K<0.01%-21713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,845$466K<0.01%+4,48313F-HRTimelineGroup
&PARTNERS9,751$466K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,462$448K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC9,337$442K0.06%-43713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,319$442K0.01%+3,75913F-HRTimelineGroup
IHT Wealth Management, LLC9,287$440K0.01%-47713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,700$415K<0.01%-3,30013F-HRTimelineGroup
Evergreen Private Wealth LLC8,654$410K0.19%+1313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,549$405K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC8,531$404K0.02%-4713F-HRTimeline
Simmons Bankin group Simmons Bank8,528$404K0.03%-1413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,138$386K<0.01%+1,41013F-HR/ATimeline
CENTRAL TRUST Co7,982$378K0.01%-11113F-HRTimeline
RVW Wealth, LLC7,881$373K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,468$366K<0.01%-58613F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES7,601$360K0.14%new13F-HRTimeline
McClarren Financial Advisors, Inc.7,241$343K0.96%+313F-HRTimeline
Fingerlakes Wealth Management, Inc.7,233$343K0.28%-2913F-HRTimeline
LongView Asset Management LLC7,179$340K0.3%13F-HRTimeline
Golden State Wealth Management, LLC6,320$299K0.04%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,274$297K0.03%+32213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,264$297K<0.01%-3,98613F-HRTimeline
Merit Financial Group, LLC6,237$296K0.01%013F-HRTimeline
Cresset Asset Management, LLC6,038$286K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,038$286K<0.01%+113F-HR/ATimelineGroup
MONECO ADVISORS, LLC5,981$283K0.03%-13713F-HR/ATimeline
Falcon Wealth Planning5,905$280K0.03%-71313F-HRTimeline
Trust Co5,902$280K0.03%-64413F-HRTimeline
Darden Wealth Group Inc5,413$256K0.17%013F-HRTimeline
AIRE ADVISORS, LLC5,409$256K0.05%+413F-HRTimeline
Roberts Financial Services LLC5,294$251K0.05%-9713F-HRTimeline
PFG Advisors4,997$237K0.01%new13F-HRTimeline
Bragg Financial Advisors, Inc4,992$237K0.01%013F-HRTimeline
Arkos Global Advisors4,991$236K0.03%-15413F-HRTimeline
CX Institutional4,909$233K0.01%-24813F-HRTimeline
Ipsen Advisor Group LLC4,835$229K0.2%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,700$223K0.01%-1,74913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,704$222K0.01%+113F-HRTimeline
OLD MISSION CAPITAL LLC4,639$220K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,591$218K<0.01%-4113F-HRTimeline
ABOUND FINANCIAL, LLC4,548$215K0.11%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,521$214K0.01%-6513F-HRTimelineGroup
Atria Wealth Solutions, Inc.4,513$214K<0.01%-40113F-HRTimeline
Sound Stewardship, LLC4,500$213K0.13%-5113F-HRTimeline
Institute for Wealth Management, LLC.4,439$210K0.03%-11713F-HRTimeline
Petros Family Wealth, LLC4,413$209K0.23%13F-HRTimeline
Values Added Financial LLC4,374$207K0.12%-61613F-HRTimeline
Syntegra Private Wealth Group, LLC4,271$202K0.02%new13F-HRTimeline
Avior Wealth Management, LLC3,832$182K0.01%-2,94113F-HRTimeline
Allworth Financial LP3,530$175K<0.01%-16013F-HRTimeline
Cornerstone Planning Group LLC3,478$171K0.04%+213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,760$131K<0.01%013F-HRTimelineGroup
COMERICA BANK2,739$130K<0.01%-16513F-HR/ATimeline
Stonebridge Financial Group, LLC2,540$120K0.01%13F-HRTimeline
UMB Bank, n.a.2,382$113K<0.01%-9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC2,269$108K<0.01%+113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,000$94.8K<0.01%-58113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,834$82.2K0.05%13F-HRTimeline
Qube Research & Technologies Ltd1,648$78.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,523$72.2K<0.01%+33713F-HRTimelineGroup
Millstone Evans Group, LLC1,390$65.9K0.04%13F-HRTimeline
MOTCO1,248$59.1K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,008$47.8K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC855$40.5K<0.01%-1,86313F-HRTimelineGroup
Avalon Trust Co800$37.9K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC678$32K0.01%13F-HRTimeline
Urban Financial Advisory Corp562$26.6K0.01%+113F-HRTimeline
Front Row Advisors LLC505$23.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…416$19.7K<0.01%-1213F-HRTimeline
MAI Capital Management409$19.4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.378$17.9K0.01%013F-HRTimeline
Crewe Advisors LLC306$14.5K<0.01%-513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV300$14K<0.01%-30013F-HRTimeline
FMR LLCin group FMR LLC281$13.3K<0.01%-7213F-HRTimelineGroup
AdvisorNet Financial, Inc237$11.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC217$10.3K<0.01%013F-HRTimeline
DT Investment Partners, LLC185$8.77K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…183$8.67K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC174$8.24K<0.01%-61813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…172$8.15K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.111$5.29K<0.01%013F-HRTimeline
Global Retirement Partners, LLC91$4.31K<0.01%+2113F-HRTimeline
Aptus Capital Advisors, LLC60$2.84K<0.01%new13F-HRTimeline
Rise Advisors, LLC55$2.58K<0.01%013F-HRTimeline
West Financial Advisors, LLC12$569<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.