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Disclosery

NUMG NUSHARES ETF TR

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NUVEEN ESG MIDCP (fund)

130 managers (131 13F filers) reported a position in NUMG shares at 2025-06-30, 6,449,302 shares in all. 10 filers opened a position and 17 filers sold out during the quarter.

Managers
130
13F filers
131
New
10
Added
35
Reduced
50
Sold out
17
Shares held by filers
6,449,302

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,109,271$53.7M<0.01%+14,03813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN790,108$38.3M0.01%+3,09613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA516,582$25M<0.01%-7,88813F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA498,599$24.2M0.06%-104,04613F-HRTimelineGroup
LPL Financial LLC472,802$22.9M0.01%+41,89813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp382,679$18.5M<0.01%+25,56913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/347,720$16.8M<0.01%+15,60213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC268,035$13M<0.01%+63,02913F-HRTimelineGroup
UBS Group AGin group UBS Group AG224,357$10.9M<0.01%+16,82313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.157,208$7.62M0.19%-90,36913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC142,475$6.9M0.01%+16,81913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,906$5.08M<0.01%-1,39513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding96,331$4.67M-13,002Timeline
Cetera Investment Advisers81,032$3.93M0.01%-17,10613F-HRTimeline
Creative Planningin group Creative Planning77,496$3.75M<0.01%-1413F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co63,303$3.07M0.04%013F-HRTimelineGroup
WHITTIER TRUST CO62,623$3.03M0.04%-6,41413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC61,491$2.98M0.07%-94013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,437$2.78M<0.01%-1813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,010$2.64M<0.01%+4,94113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39,789$1.93M<0.01%-5,24513F-HRTimelineGroup
Beacon Pointe Advisors, LLC37,704$1.83M0.02%+2,03413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,521$1.82M<0.01%+25213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,939$1.64M<0.01%-7,42813F-HRTimelineGroup
WCG Wealth Advisors LLC26,885$1.3M0.08%-85913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,369$1.23M<0.01%-4,45213F-HRTimelineGroup
Revolve Wealth Partners, LLC24,482$1.19M0.15%+74713F-HRTimeline
Dynamic Advisor Solutions LLC22,800$1.1M0.03%-5,35113F-HRTimeline
VICUS CAPITAL22,267$1.08M0.09%+4113F-HRTimeline
rebel Financial LLC22,010$1.07M0.49%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,034$971K0.01%-2,31513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC18,270$885K<0.01%-4,36113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,571$862K<0.01%+11,24913F-HRTimeline
SK Wealth Management, LLC17,370$846K0.37%-2,49613F-HRTimeline
IAG Wealth Partners, LLC17,412$844K0.11%-14,12113F-HRTimeline
High Note Wealth, LLC16,775$813K0.19%-44713F-HRTimeline
WealthShield Partners, LLC16,299$790K0.1%-2,88013F-HRTimeline
RTD Financial Advisors, Inc.16,291$789K0.1%-4,72213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,031$781K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC15,659$759K<0.01%+92113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,699$712K<0.01%-4,03913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…13,844$671K<0.01%-79913F-HRTimeline
FLOW TRADERS U.S. LLC13,048$632K0.02%new13F-HRTimeline
SageView Advisory Group, LLC12,050$595K0.02%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…12,200$591K<0.01%+20013F-HRTimelineGroup
Institute for Wealth Management, LLC.11,951$579K0.06%+3,40713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,500$557K0.01%013F-HRTimeline
Neumann Capital Management, LLC11,180$542K0.17%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,089$537K<0.01%+5,76813F-HRTimeline
Private Advisor Group, LLC11,031$534K<0.01%-9,14013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…10,244$496K0.05%+2,77213F-HRTimelineGroup
CENTRAL TRUST Co10,207$495K0.01%+1,67413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,481$459K<0.01%+4113F-HRTimelineGroup
Continuum Advisory, LLC9,392$455K0.05%013F-HRTimeline
HighTower Advisors, LLC8,981$435K<0.01%-48513F-HRTimeline
IHT Wealth Management, LLC8,795$426K0.01%-14713F-HRTimeline
Fingerlakes Wealth Management, Inc.8,757$424K0.32%+1,41413F-HRTimeline
&PARTNERS8,533$413K<0.01%-1,98513F-HRTimeline
Simmons Bankin group Simmons Bank8,328$403K0.03%-20013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,265$400K<0.01%+2,85013F-HR/ATimelineGroup
Petros Family Wealth, LLC8,056$390K0.36%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,001$388K<0.01%+4,36013F-HRTimelineGroup
Atria Wealth Solutions, Inc.7,745$380K0.01%-1,19413F-HRTimeline
SOA Wealth Advisors, LLC.7,723$374K0.07%-7,35213F-HRTimeline
Larson Financial Group LLC7,369$357K0.01%-54413F-HRTimeline
McClarren Financial Advisors, Inc.7,314$354K0.23%+1,62413F-HRTimeline
RVW Wealth, LLC7,310$354K0.03%-20413F-HRTimeline
Evergreen Private Wealth LLC7,297$354K0.15%-1,33313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,165$347K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,149$346K<0.01%+60213F-HRTimelineGroup
LongView Asset Management LLC6,320$306K0.23%-78713F-HRTimeline
Merit Financial Group, LLC6,276$304K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC6,193$300K0.04%-18213F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,138$297K0.01%+89913F-HRTimeline
Trust Co5,845$283K0.03%-55313F-HRTimeline
AIRE ADVISORS, LLC5,409$262K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,412$262K<0.01%+60813F-HRTimeline
Bragg Financial Advisors, Inc5,358$260K0.01%+30613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,030$244K<0.01%new13F-HRTimelineGroup
Arkos Global Advisors4,804$233K0.03%-17713F-HRTimeline
PFG Advisors4,796$232K0.01%-8113F-HRTimeline
McAdam, LLC4,750$230K0.01%new13F-HRTimeline
CX Institutional4,751$230K0.01%-29813F-HR/ATimeline
Ipsen Advisor Group LLC4,542$220K0.17%-23613F-HRTimeline
Compound Planning, Inc.4,521$219K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,348$211K<0.01%new13F-HRTimelineGroup
Falcon Wealth Planning4,328$210K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC3,478$167K0.03%013F-HRTimeline
COMERICA BANK3,075$149K<0.01%+1,08913F-HRTimeline
Dunhill Financial, LLC2,995$145K0.04%+3213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,760$134K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC2,242$109K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,080$101K<0.01%-4,23813F-HRTimeline
Harbor Asset Planning, Inc.2,058$99.7K0.1%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,903$92.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,523$73.8K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,412$68.4K<0.01%-23613F-HRTimeline
UMB Bank, n.a.1,383$67K<0.01%-78513F-HR/ATimeline
Millstone Evans Group, LLC1,337$64.8K0.04%-5313F-HRTimeline
MOTCO1,248$60.7K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,175$56.9K<0.01%+32013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,071$51.9K0.06%-45113F-HR/ATimeline
Allworth Financial LP1,013$49.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL913$44.2K<0.01%-24213F-HRTimeline
Wood Tarver Financial Group, LLC678$32K0.01%013F-HRTimeline
Farther Finance Advisors, LLC624$30.2K<0.01%013F-HRTimeline
Urban Financial Advisory Corp562$27.2K0.01%013F-HRTimeline
Front Row Advisors LLC505$24.5K0.01%013F-HRTimeline
Parallel Advisors, LLC418$20.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…416$20.2K<0.01%013F-HRTimeline
MAI Capital Management409$19.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC340$16.5K<0.01%013F-HRTimeline
Crewe Advisors LLC306$14.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC262$12.7K<0.01%-25513F-HRTimelineGroup
AdvisorNet Financial, Inc237$11.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC217$10.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…191$9.25K<0.01%+813F-HRTimeline
Cape Investment Advisory, Inc.179$8.67K<0.01%+2813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140$6.78K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…130$6.3K<0.01%-16,36613F-HRTimelineGroup
DT Investment Partners, LLC110$5.33K<0.01%-8013F-HRTimeline
Aptus Capital Advisors, LLC107$5.18K<0.01%+4213F-HRTimeline
Rossby Financial, LCC88$4.26K<0.01%013F-HRTimeline
Rise Advisors, LLC55$2.64K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.57K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC43$2.08K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.54$2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp24$1.16K<0.01%013F-HRTimelineGroup
Pandora Wealth, Inc.20$969<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.