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Disclosery

NUMG NUSHARES ETF TR

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NUVEEN ESG MIDCP (fund)

136 managers (137 13F filers) reported a position in NUMG shares at 2025-03-31, 6,681,713 shares in all. 14 filers opened a position and 18 filers sold out during the quarter.

Managers
136
13F filers
137
New
14
Added
47
Reduced
46
Sold out
18
Shares held by filers
6,681,713

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,095,233$47M<0.01%+206,14813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN787,012$33.8M0.01%-99,00113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA602,645$25.9M0.08%-34,59413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA524,470$22.5M0.01%+3,63313F-HR/ATimelineGroup
LPL Financial LLC430,904$18.5M0.01%+1,04713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp357,110$15.3M<0.01%+62,28113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/332,118$14.3M<0.01%+13,50713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.247,577$10.6M0.28%-17,39313F-HRTimelineGroup
UBS Group AGin group UBS Group AG207,534$8.91M<0.01%+23413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC205,006$8.82M<0.01%-21,61113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC125,656$5.39M0.01%+77013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding109,333$4.69M+2,755Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,301$4.56M<0.01%-6,96313F-HRTimelineGroup
Cetera Investment Advisers98,138$4.21M0.01%+10,88813F-HRTimeline
Creative Planningin group Creative Planning77,510$3.33M<0.01%-3,01613F-HRTimelineGroup
WHITTIER TRUST CO69,037$2.96M0.04%-25013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co63,303$2.72M0.04%+23013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC62,431$2.68M0.07%-3,22113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,455$2.47M<0.01%-2,24513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,069$2.15M<0.01%+8,15213F-HR/ATimelineGroup
LFA - Lugano Financial Advisors SA46,520$2M1.36%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,034$1.93M<0.01%-1,53113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC44,629$1.92M0.1%+18,66713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,367$1.78M<0.01%+18013F-HRTimelineGroup
OLD MISSION CAPITAL LLC39,301$1.69M0.03%+34,66213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,269$1.6M<0.01%+17,31613F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC35,670$1.53M0.02%-5,45513F-HRTimeline
IAG Wealth Partners, LLC31,533$1.35M0.21%-1,73513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,821$1.28M<0.01%+3,29213F-HRTimelineGroup
Dynamic Advisor Solutions LLC28,151$1.21M0.04%-16,69813F-HRTimeline
WCG Wealth Advisors LLC27,744$1.19M0.09%-2,76013F-HR/ATimeline
Revolve Wealth Partners, LLC23,735$1.02M0.15%+1,70213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,631$971K0.01%-10,34913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK22,349$959K0.01%-29513F-HRTimelineGroup
VICUS CAPITAL22,226$954K0.09%-60313F-HRTimeline
RTD Financial Advisors, Inc.21,013$902K0.12%+2,34013F-HRTimeline
Private Advisor Group, LLC20,171$866K0.01%-31513F-HRTimeline
WealthShield Partners, LLC19,179$823K0.11%+91113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,738$804K<0.01%+53313F-HRTimelineGroup
SK Wealth Management, LLC19,866$780K0.42%-2,34413F-HRTimeline
High Note Wealth, LLC17,222$739K0.18%-91913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,496$708K0.02%+7,17713F-HRTimelineGroup
Olde Wealth Management, LLC15,748$675K0.24%-15,84313F-HRTimeline
SOA Wealth Advisors, LLC.15,075$647K0.14%-3913F-HRTimeline
NewEdge Advisors, LLC14,738$633K<0.01%-1,55713F-HRTimeline
Cambridge Investment Research Advisors,…14,643$628K<0.01%+1,55813F-HRTimeline
Cook Wealth, LLC13,820$602K0.29%-26413F-HRTimeline
US FINANCIAL ADVISORS, LLC14,002$601K0.18%+57213F-HRTimeline
SageView Advisory Group, LLC12,050$517K0.02%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…12,000$515K<0.01%+3,30013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC11,500$494K0.01%013F-HRTimeline
Neumann Capital Management, LLC11,180$480K0.17%+60013F-HRTimeline
&PARTNERS10,518$451K<0.01%+76713F-HRTimeline
Waterloo Capital, L.P.10,279$441K0.04%new13F-HRTimeline
HighTower Advisors, LLC9,466$406K<0.01%-88413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,440$405K<0.01%-2213F-HRTimelineGroup
Continuum Advisory, LLC9,392$403K0.05%+5513F-HRTimeline
IHT Wealth Management, LLC8,942$384K0.01%-34513F-HRTimeline
Atria Wealth Solutions, Inc.8,939$384K<0.01%+4,42613F-HRTimeline
Evergreen Private Wealth LLC8,630$370K0.17%-2413F-HRTimeline
Institute for Wealth Management, LLC.8,544$367K0.05%+4,10513F-HRTimeline
CENTRAL TRUST Co8,533$366K0.01%+55113F-HRTimeline
Simmons Bankin group Simmons Bank8,528$366K0.03%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,468$366K<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC7,913$340K0.02%-61813F-HRTimeline
RVW Wealth, LLC7,514$323K0.03%-36713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,472$321K0.03%+1,19813F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.7,343$315K0.27%+11013F-HRTimeline
McClarren Financial Advisors, Inc.5,690$310K0.2%-1,55113F-HRTimeline
LongView Asset Management LLC7,107$305K0.26%-7213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,547$281K<0.01%+50913F-HR/ATimelineGroup
Trust Co6,398$275K0.03%+49613F-HRTimeline
Golden State Wealth Management, LLC6,375$274K0.04%+5513F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,322$271K<0.01%-1,81613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,318$271K<0.01%new13F-HRTimeline
Merit Financial Group, LLC6,276$269K<0.01%+3913F-HRTimeline
Cresset Asset Management, LLC6,038$259K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,812$249K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC5,514$237K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,415$232K<0.01%new13F-HRTimelineGroup
AIRE ADVISORS, LLC5,409$232K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,321$228K<0.01%-94313F-HRTimeline
Roberts Financial Services LLC5,310$228K0.04%+1613F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,239$225K0.01%+53913F-HRTimeline
CX Institutional5,049$217K0.01%+14013F-HRTimeline
Bragg Financial Advisors, Inc5,052$217K0.01%+6013F-HRTimeline
Arkos Global Advisors4,981$214K0.03%-1013F-HRTimeline
PFG Advisors4,877$209K0.01%-12013F-HRTimeline
MML INVESTORS SERVICES, LLC4,804$206K<0.01%+21313F-HRTimeline
Ipsen Advisor Group LLC4,778$205K0.18%-5713F-HRTimeline
ABOUND FINANCIAL, LLC3,671$158K0.08%-87713F-HRTimeline
CWM, LLCin group CWM, LLC3,641$156K<0.01%+1,37213F-HRTimelineGroup
Cornerstone Planning Group LLC3,478$144K0.03%013F-HRTimeline
Dunhill Financial, LLC2,963$127K0.06%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,760$118K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC2,563$110K0.01%+2313F-HRTimeline
UMB Bank, n.a.2,168$93.1K<0.01%-21413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMERICA BANK1,986$85.3K<0.01%-75313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,903$81.7K<0.01%-9713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,818$78K0.05%-1613F-HRTimeline
Qube Research & Technologies Ltd1,648$70.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,523$65.4K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,522$65.3K0.06%13F-HRTimeline
Millstone Evans Group, LLC1,390$59.7K0.04%013F-HRTimeline
MOTCO1,248$53.6K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,155$49.6K<0.01%new13F-HRTimeline
Allworth Financial LP1,013$42.9K<0.01%-2,51713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC855$40.5K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC678$29.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC624$27K<0.01%+45013F-HRTimeline
Urban Financial Advisory Corp562$24.1K0.01%013F-HRTimeline
FMR LLCin group FMR LLC517$22.2K<0.01%+23613F-HRTimelineGroup
Front Row Advisors LLC505$21.7K0.01%013F-HRTimeline
Parallel Advisors, LLC418$17.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…416$17.9K<0.01%013F-HRTimeline
MAI Capital Management409$17.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC340$14.6K<0.01%new13F-HRTimeline
Crewe Advisors LLC306$13.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc237$10.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC217$9.31K<0.01%013F-HRTimeline
DT Investment Partners, LLC190$8.15K<0.01%+513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…183$7.86K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.151$6.48K<0.01%-22713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140$6.01K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV150$6K<0.01%-15013F-HRTimeline
First Horizon Advisors, Inc.111$4.79K<0.01%013F-HRTimeline
Rossby Financial, LCC88$3.76K<0.01%new13F-HRTimeline
IFP Advisors, Inc78$3.35K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC65$2.79K<0.01%+513F-HRTimeline
Rise Advisors, LLC55$2.34K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.27K<0.01%-11913F-HRTimelineGroup
LANARK FINANCIAL, INC.54$2K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp24$1.03K<0.01%new13F-HRTimelineGroup
Pandora Wealth, Inc.20$858<0.01%13F-HRTimeline
Keystone Global Partners, LLC1$42<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.