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Disclosery

NUMG NUSHARES ETF TR

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NUVEEN ESG MIDCP (fund)

139 managers (140 13F filers) reported a position in NUMG shares at 2025-12-31, 6,391,636 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
139
13F filers
140
New
13
Added
48
Reduced
44
Sold out
7
Shares held by filers
6,391,636

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,165,326$55.6M<0.01%+42,86413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN775,543$37M0.01%-7,32513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA511,601$24.4M<0.01%+17,29013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp463,180$22.1M<0.01%+60,81113F-HRTimelineGroup
LPL Financial LLC458,819$21.9M0.01%-110,29113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA449,637$21.5M0.05%-15,62213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/293,876$14M<0.01%-5,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC231,202$11M<0.01%-46,54113F-HRTimelineGroup
UBS Group AGin group UBS Group AG192,331$9.18M<0.01%-12,41313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC125,680$6M0.01%+1,59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC105,340$5.03M<0.01%+1,37913F-HRTimelineGroup
Cetera Investment Advisers81,992$3.91M<0.01%+2,72613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.81,746$3.9M0.08%-71,68413F-HRTimelineGroup
Creative Planningin group Creative Planning77,454$3.7M<0.01%-4213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP72,569$3.46M<0.01%+8,83113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding71,344$3.41M+70,186Timeline
WHITTIER TRUST CO62,623$3.09M0.03%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co63,261$3.02M0.03%-4213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,790$2.76M<0.01%+3,50413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC55,718$2.75M0.06%-4,45813F-HRTimeline
WCG Wealth Advisors LLC43,346$2.07M0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,394$2.02M<0.01%+27,04513F-HRTimelineGroup
Beacon Pointe Advisors, LLC42,248$2.02M0.01%+1,14913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…40,487$1.93M0.05%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39,303$1.88M<0.01%+1513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,652$1.65M<0.01%+18,47413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP32,400$1.55M<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,036$1.29M<0.01%+1,06813F-HR/ATimelineGroup
Revolve Wealth Partners, LLC26,176$1.25M0.15%+1,61113F-HRTimeline
rebel Financial LLC21,642$1.03M0.44%+21,64213F-HRTimeline
VICUS CAPITAL21,309$1.02M0.08%-1,77613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,953$953K<0.01%-25,88713F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK19,091$911K0.01%-67113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC17,858$869K<0.01%+42613F-HRTimelineGroup
IAG Wealth Partners, LLC17,212$822K0.1%013F-HRTimeline
WealthShield Partners, LLC16,795$802K0.09%+79613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,195$800K<0.01%-12613F-HRTimeline
High Note Wealth, LLC16,297$778K0.15%-31013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,893$706K<0.01%-1,26513F-HRTimelineGroup
NewEdge Advisors, LLC14,571$696K<0.01%-7313F-HRTimeline
RTD Financial Advisors, Inc.14,314$683K0.08%-1,44313F-HRTimeline
Napier Financial, LLC13,697$654K0.16%13F-HRTimeline
SageView Advisory Group, LLC13,300$635K0.02%+1,25013F-HRTimeline
&PARTNERS13,147$628K<0.01%+5,09613F-HRTimeline
Cambridge Investment Research Advisors,…12,960$619K<0.01%-76013F-HRTimeline
CENTRAL TRUST Co12,755$609K0.01%+1,75613F-HRTimeline
SK Wealth Management, LLC12,990$594K0.17%-2,81513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,260$585K<0.01%-1,15013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC11,500$549K0.01%013F-HRTimeline
Neumann Capital Management, LLC11,380$543K0.16%013F-HRTimeline
Continuum Advisory, LLC11,083$529K0.05%+1,47613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…10,524$502K0.05%+36913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,587$458K<0.01%+96813F-HRTimeline
Private Advisor Group, LLC9,275$443K<0.01%-2,29813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,258$442K<0.01%+7413F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.8,937$427K0.27%+6713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,848$422K<0.01%+58313F-HR/ATimelineGroup
HighTower Advisors, LLC8,194$391K<0.01%-33013F-HRTimeline
CWM, LLCin group CWM, LLC8,109$387K<0.01%+12613F-HRTimelineGroup
Simmons Bankin group Simmons Bank8,056$385K0.03%+7113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…8,051$384K0.01%+1,61513F-HRTimeline
Larson Financial Group LLC7,923$378K0.01%+56813F-HRTimeline
IHT Wealth Management, LLC7,911$378K0.01%-88413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,700$368K<0.01%-8,60013F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,584$362K0.01%-14,05813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,571$361K<0.01%+2,01113F-HRTimelineGroup
SOA Wealth Advisors, LLC.7,333$350K0.06%013F-HRTimeline
McClarren Financial Advisors, Inc.1,852$349K0.21%-3,85013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,250$346K0.01%+14513F-HRTimeline
RVW Wealth, LLC7,179$343K0.03%-13113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,035$336K<0.01%-3313F-HRTimelineGroup
CX Institutional6,871$328K0.01%+1,36013F-HRTimeline
WealthSpring Partners, LLC6,868$328K0.34%13F-HRTimeline
Evergreen Private Wealth LLC6,845$327K0.13%+7913F-HRTimeline
Trust Co6,769$323K0.03%+113F-HRTimeline
Institute for Wealth Management, LLC.6,756$323K0.03%-4,03613F-HRTimeline
Petros Family Wealth, LLC6,577$314K0.21%-1,02613F-HRTimeline
Olde Wealth Management, LLC6,471$308K0.09%-8313F-HRTimeline
Merit Financial Group, LLC6,436$307K<0.01%+16013F-HRTimeline
Golden State Wealth Management, LLC6,264$299K0.03%+9213F-HRTimeline
RMG Wealth Management LLC9,598$297K0.04%new13F-HRTimeline
PFG Advisors5,386$257K0.01%+30513F-HRTimeline
Bragg Financial Advisors, Inc5,358$256K0.01%013F-HRTimeline
AIRE ADVISORS, LLC5,347$255K0.05%+313F-HRTimeline
Falcon Wealth Planning5,294$253K0.02%+4813F-HRTimeline
Compound Planning, Inc.5,282$252K0.01%+27213F-HRTimeline
MML INVESTORS SERVICES, LLC5,150$246K<0.01%+16013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,130$245K<0.01%013F-HRTimelineGroup
McAdam, LLC4,566$218K0.01%-113F-HRTimeline
Ipsen Advisor Group LLC4,538$217K0.15%-2613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,348$208K<0.01%013F-HRTimelineGroup
Arkos Global Advisors4,298$205K0.03%-32013F-HRTimeline
Values Added Financial LLC4,221$202K0.09%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,524$168K<0.01%+71413F-HR/ATimelineGroup
Cornerstone Planning Group LLC3,479$163K0.03%+3413F-HRTimeline
ABOUND FINANCIAL, LLC3,315$158K0.06%new13F-HR/ATimeline
Sunrise Financial Services, LLC3,277$156K0.12%13F-HRTimeline
Farther Finance Advisors, LLC3,030$145K<0.01%+76113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,760$132K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,080$99.3K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.2,058$98.3K0.08%013F-HRTimeline
UMB Bank, n.a.1,383$66K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\1,346$64.3K<0.01%-11313F-HRTimelineGroup
Millstone Evans Group, LLC1,337$63.8K0.04%013F-HRTimeline
MOTCO1,248$59.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,175$56.1K<0.01%-8813F-HRTimelineGroup
Dunhill Financial, LLC1,157$55.2K0.01%-1,50813F-HRTimeline
Qube Research & Technologies Ltd1,143$54.6K<0.01%-16813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,106$52.8K<0.01%-2613F-HRTimeline
COMERICA BANK1,099$52.5K<0.01%-1,82013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,071$51.1K0.04%013F-HR/ATimeline
MidAtlantic Capital Management, Inc.1,060$50.6K0.03%new13F-HRTimeline
Allworth Financial LP1,013$48.4K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL913$43.6K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC705$33.7K<0.01%-5313F-HRTimeline
Front Row Advisors LLC505$24.1K0.01%013F-HRTimeline
Urban Financial Advisory Corp449$21.4K0.01%013F-HRTimeline
Triumph Capital Management431$20.6K<0.01%new13F-HRTimeline
MAI Capital Management424$20.2K<0.01%+813F-HRTimeline
AdvisorNet Financial, Inc419$20K<0.01%+18213F-HRTimeline
Steward Partners Investment Advisory, L…413$19.7K<0.01%-6313F-HRTimeline
JNBA Financial Advisors365$17.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC340$16.2K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.353$15.9K0.01%13F-HRTimeline
Crewe Advisors LLC306$14.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC213$10.2K<0.01%+1313F-HRTimeline
IFP Advisors, Inc194$9.26K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…187$8.93K<0.01%-413F-HRTimeline
Cape Investment Advisory, Inc.179$8.55K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140$6.68K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$6.4K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…113$5.39K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC107$5.11K<0.01%013F-HRTimeline
Rossby Financial, LCC88$4.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.54$2.58K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.53K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC43$2.05K<0.01%013F-HRTimeline
Pandora Wealth, Inc.20$955<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$48<0.01%new13F-HRTimelineGroup