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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 2026-03-31, 6,029,093 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
130
13F filers
134
New
7
Added
50
Reduced
39
Sold out
13
Shares held by filers
6,029,093

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,193,270$49M<0.01%+27,94413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN535,008$22M<0.01%-240,53513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA531,731$21.8M<0.01%+20,13013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp486,403$20M<0.01%+23,22313F-HRTimelineGroup
TIAAgroup of 3 filers holding429,354$17.6M-20,283Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/299,949$12.3M<0.01%+6,07313F-HRTimelineGroup
LPL Financial LLC255,666$10.5M<0.01%-203,15313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC245,202$10.1M<0.01%+14,00013F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding203,893$8.38M+11,562Timeline
COMMONWEALTH EQUITY SERVICES, LLC155,469$6.39M0.01%+29,78913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,169$4.28M<0.01%-1,17113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,527$3.58M<0.01%+16,95813F-HRTimelineGroup
Cetera Investment Advisers79,864$3.28M<0.01%-2,12813F-HRTimeline
Creative Planningin group Creative Planning77,454$3.18M<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding73,772$3.03M+2,428Timeline
AlTi Global, Inc.in group AlTi Global, Inc.64,044$2.63M0.06%-17,70213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co63,261$2.6M0.03%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,570$2.57M<0.01%+4,78013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC55,162$2.3M0.05%-55613F-HRTimeline
Beacon Pointe Advisors, LLC46,441$1.91M0.01%+4,19313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,124$1.87M<0.01%+12,47213F-HR/ATimelineGroup
WCG Wealth Advisors LLC45,435$1.87M0.05%+2,08913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,291$1.86M<0.01%+25,33813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42,671$1.75M<0.01%+3,36813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,875$1.6M<0.01%-3,51913F-HRTimelineGroup
PFG Investments, LLC33,466$1.37M0.06%new13F-HRTimeline
WHITTIER TRUST CO31,437$1.31M0.01%-31,18613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,168$1.24M<0.01%+3,13213F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC26,831$1.1M0.05%new13F-HRTimelineGroup
rebel Financial LLC26,028$1.07M0.46%+4,38613F-HRTimeline
Revolve Wealth Partners, LLC24,639$1.01M0.13%-1,53713F-HRTimeline
VICUS CAPITAL21,922$901K0.07%+61313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,336$794K<0.01%+1,47813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK18,539$762K<0.01%-55213F-HRTimelineGroup
WealthShield Partners, LLC18,510$760K0.08%+1,71513F-HRTimeline
IAG Wealth Partners, LLC16,672$685K0.08%-54013F-HRTimeline
High Note Wealth, LLC15,932$654K0.13%-36513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,031$617K<0.01%+13813F-HRTimelineGroup
RTD Financial Advisors, Inc.14,577$599K0.07%+26313F-HRTimeline
NewEdge Advisors, LLC14,154$581K<0.01%-41713F-HR/ATimeline
&PARTNERS13,853$569K<0.01%+70613F-HRTimeline
SageView Advisory Group, LLC13,300$546K0.02%013F-HRTimeline
Napier Financial, LLC12,996$534K0.12%-70113F-HRTimeline
Cambridge Investment Research Advisors,…12,633$519K<0.01%-32713F-HRTimeline
CENTRAL TRUST Co12,277$504K0.01%-47813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,500$472K0.01%013F-HRTimeline
Neumann Capital Management, LLC11,470$471K0.14%+9013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,282$463K<0.01%-97813F-HRTimelineGroup
Continuum Advisory, LLC11,187$460K0.04%+10413F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…10,842$445K0.04%13F-HRTimelineGroup
SK Wealth Management, LLC10,092$421K0.12%-2,89813F-HRTimeline
Fingerlakes Wealth Management, Inc.10,229$420K0.28%+1,29213F-HRTimeline
Private Advisor Group, LLC10,043$413K<0.01%+76813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,568$393K<0.01%+1,99713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,390$386K<0.01%+13213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,848$363K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,619$354K<0.01%-96813F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,533$351K0.01%+48213F-HRTimeline
CWM, LLCin group CWM, LLC8,173$336K<0.01%+6413F-HRTimelineGroup
Simmons Bankin group Simmons Bank8,027$330K0.02%-2913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,764$323K<0.01%-8,43113F-HRTimeline
HighTower Advisors, LLC7,761$319K<0.01%-43313F-HRTimeline
IHT Wealth Management, LLC7,336$301K0.01%-57513F-HRTimeline
SOA Wealth Advisors, LLC.7,333$301K0.06%013F-HRTimeline
McClarren Financial Advisors, Inc.7,315$300K0.18%+5,46313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,295$300K0.01%+4513F-HRTimeline
RVW Wealth, LLC7,179$295K0.02%013F-HRTimeline
Larson Financial Group LLC7,096$291K0.01%-82713F-HRTimeline
CX Institutional7,073$291K0.01%+20213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,035$289K<0.01%013F-HRTimelineGroup
Trust Co6,994$287K0.03%+22513F-HRTimeline
WealthSpring Partners, LLC6,868$282K0.26%013F-HRTimeline
Olde Wealth Management, LLC6,733$276K0.09%+26213F-HRTimeline
Petros Family Wealth, LLC6,462$265K0.19%-11513F-HRTimeline
Bragg Financial Advisors, Inc6,426$264K0.01%+1,06813F-HRTimeline
Merit Financial Group, LLC6,397$263K<0.01%-3913F-HRTimeline
Golden State Wealth Management, LLC6,272$258K0.03%+813F-HRTimeline
Compound Planning, Inc.6,070$249K0.01%+78813F-HRTimeline
Falcon Wealth Planning5,688$234K0.02%+39413F-HRTimeline
FLOW TRADERS U.S. LLC5,441$224K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,375$221K<0.01%+24513F-HRTimelineGroup
AIRE ADVISORS, LLC5,347$220K0.04%013F-HRTimeline
Kelsey Financial, LLC5,156$212K0.19%new13F-HRTimeline
Ipsen Advisor Group LLC5,037$207K0.14%+49913F-HRTimeline
McAdam, LLC4,990$205K0.01%+42413F-HRTimeline
Dynamic Advisor Solutions LLC4,977$204K0.01%-2,60713F-HRTimeline
Arkos Global Advisors4,278$176K0.02%-2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,871$159K<0.01%+1,11113F-HRTimelineGroup
Cornerstone Planning Group LLC3,479$158K0.02%013F-HRTimeline
Farther Finance Advisors, LLC3,779$156K<0.01%+74913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,787$156K<0.01%-36,70013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,246$133K<0.01%-27813F-HRTimelineGroup
ABOUND FINANCIAL, LLC3,074$126K0.06%-24113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,079$85.4K<0.01%-113F-HRTimeline
Harbor Asset Planning, Inc.2,058$84.6K0.07%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,944$79.9K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC1,613$66.3K<0.01%+43813F-HRTimelineGroup
UMB Bank, n.a.1,383$56.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\1,346$55.3K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,337$54.9K0.03%013F-HRTimeline
MOTCO1,248$51.3K<0.01%013F-HRTimeline
Dunhill Financial, LLC1,157$47.5K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,071$44K0.03%013F-HRTimeline
Allworth Financial LP1,005$41.3K<0.01%-813F-HRTimeline
BLAIR WILLIAM & CO/IL913$37.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.830$34.1K<0.01%-27613F-HRTimeline
AdvisorNet Financial, Inc688$28.3K<0.01%+26913F-HRTimeline
MANNING & NAPIER ADVISORS LLC634$26K<0.01%-7113F-HRTimeline
Triumph Capital Management540$22.2K<0.01%+10913F-HRTimeline
Front Row Advisors LLC505$20.7K0.01%013F-HRTimeline
Urban Financial Advisory Corp479$19.7K0.01%+3013F-HRTimeline
MAI Capital Management459$18.9K<0.01%+3513F-HRTimeline
Steward Partners Investment Advisory, L…413$17K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.353$14.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC340$14K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC306$12.6K0.01%-2,97113F-HRTimeline
Crewe Advisors LLC303$12.4K<0.01%-313F-HRTimeline
MCF Advisors LLC246$10.1K<0.01%new13F-HRTimeline
DT Investment Partners, LLC213$8.75K<0.01%013F-HRTimeline
IFP Advisors, Inc194$7.97K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…187$7.68K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140$5.75K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…113$4.67K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC107$4.4K<0.01%013F-HRTimeline
Rossby Financial, LCC88$3.64K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.54$2.22K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.18K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC31$1.27K<0.01%-10313F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC19$781<0.01%13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$41<0.01%013F-HRTimelineGroup