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Nuveen ESG Mid-Cap Growth ETF (NUMG) Institutional Ownership

Nuveen ESG Mid-Cap Growth ETF logo
$48.35 +0.71 (+1.49%)
Closing price 03:57 PM Eastern
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$48.32 -0.02 (-0.05%)
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Institutional Ownership Changes (13F Filings) for Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$40.37M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$22.11M
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NUMG Institutional Buying and Selling by Quarter

Nuveen ESG Mid-Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Wealthcare Advisory Partners LLC4,348$211K0.0%N/A0.052%
7/21/2025 Ameritas Advisory Services LLC94,703$4.59M0.2%-12.1%1.127%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,138$297K0.0%+17.2%0.073%
7/18/2025 SOA Wealth Advisors LLC.7,723$374K0.0%-48.8%0.092%
7/18/2025 MJT & Associates Financial Advisory Group Inc.1,071$52K0.1%-29.6%0.013%
7/18/2025 Institute for Wealth Management LLC.11,951$579K0.1%+39.9%0.142%
7/16/2025 MJT & Associates Financial Advisory Group Inc.1,071$52K0.1%-29.6%0.013%
7/16/2025 Falcon Wealth Planning4,328$210K0.0%N/A0.052%
7/16/2025 Evergreen Private Wealth LLC7,297$354K0.1%-15.4%0.087%
7/16/2025 CX Institutional4,751$230K0.0%-5.9%0.057%
7/15/2025 McAdam LLC4,750$230K0.0%N/A0.057%
7/15/2025 RTD Financial Advisors Inc.16,291$789K0.1%-22.5%0.194%
7/11/2025 CX Institutional4,751$230K0.0%-5.9%0.057%
7/11/2025 UMB Bank n.a.1,383$67K0.0%-36.2%0.016%
7/10/2025 Wealth Enhancement Advisory Services LLC17,571$862K0.0%+177.9%0.201%
7/10/2025 SK Wealth Management LLC17,370$846K0.4%-12.6%0.199%
7/8/2025 Canandaigua National Bank & Trust Co.10,244$496K0.0%+37.1%0.117%
5/20/2025Focus Partners Wealth6,547$281K0.0%+8.4%0.074%
5/16/2025Goldman Sachs Group Inc.37,269$1.60M0.0%+86.8%0.426%
5/16/2025Jones Financial Companies Lllp33,383$1.44M0.0%-20.4%0.375%
5/16/2025NewEdge Advisors LLC14,738$633K0.0%-9.6%0.166%
5/16/2025Cook Wealth LLC13,820$602K0.3%-1.9%0.155%
5/16/2025AlTi Global Inc.247,577$10.63M0.3%-6.6%2.782%
5/15/2025Royal Bank of Canada524,470$22.51M0.0%+0.7%5.893%
5/15/2025OLD Mission Capital LLC39,301$1.69M0.0%+747.2%0.442%
5/14/2025WCG Wealth Advisors LLC27,744$1.19M0.1%-9.0%0.312%
5/14/2025Comerica Bank1,986$85K0.0%-27.5%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.29,821$1.28M0.0%+12.4%0.335%
5/13/2025Raymond James Financial Inc.106,301$4.56M0.0%-6.1%1.194%
5/13/2025HighTower Advisors LLC9,466$406K0.0%-8.5%0.106%
5/12/2025Virtu Financial LLC44,629$1.92M0.1%+71.9%0.501%
5/12/2025AlphaCore Capital LLC5,514$237K0.0%N/A0.062%
5/9/2025WealthShield Partners LLC19,179$823K0.1%+5.0%0.215%
5/9/2025McClarren Financial Advisors Inc.5,690$244K0.2%-21.4%0.064%
5/9/2025Atria Wealth Solutions Inc.8,939$384K0.0%+98.1%0.100%
5/9/2025Blair William & Co. IL1,155$50K0.0%N/A0.013%
5/9/2025PNC Financial Services Group Inc.45,034$1.93M0.0%-3.3%0.506%
5/8/2025TIAA Trust National Association602,645$25.87M0.1%-5.4%6.771%
5/8/2025Commerce Bank22,349$959K0.0%-1.3%0.251%
5/8/2025US Financial Advisors LLC14,002$601K0.2%+4.3%0.157%
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5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,239$225K0.0%+11.5%0.059%
5/8/2025 RVW Wealth LLC7,514$323K0.0%-4.7%0.084%
5/7/2025 MJT & Associates Financial Advisory Group Inc.1,522$65K0.1%N/A0.017%
5/7/2025LPL Financial LLC430,904$18.49M0.0%+0.2%4.842%
5/6/2025Cetera Investment Advisers98,138$4.21M0.0%+12.5%1.103%
5/5/2025Private Advisor Group LLC20,171$866K0.0%-1.5%0.227%
5/2/2025Larson Financial Group LLC7,913$340K0.0%-7.2%0.089%
5/1/2025CWM LLC3,641$156K0.0%+60.5%0.041%
5/1/2025High Note Wealth LLC17,222$739K0.2%-5.1%0.194%
4/30/2025Allworth Financial LP1,013$43K0.0%-71.3%0.011%
4/30/2025Abound Financial LLC3,671$158K0.1%-19.3%0.041%
4/29/2025Envestnet Asset Management Inc.57,455$2.47M0.0%-3.8%0.646%
4/29/2025Bank of New York Mellon Corp357,110$15.33M0.0%+21.1%4.012%
4/29/2025Olde Wealth Management LLC15,748$675K0.2%-50.2%0.177%
4/25/2025 Canandaigua National Bank & Trust Co.7,472$321K0.0%+19.1%0.084%
4/25/2025 Ameritas Advisory Services LLC107,705$4.62M0.2%+2.6%1.210%
4/24/2025 Mirae Asset Global Investments Co. Ltd.12,000$515K0.0%+37.9%0.135%
4/22/2025Cambridge Investment Research Advisors Inc.14,643$628K0.0%+11.9%0.165%
4/22/2025 SK Wealth Management LLC19,866$780K0.4%-10.6%0.223%
4/21/2025 Institute for Wealth Management LLC.8,544$367K0.0%+92.5%0.096%
4/21/2025Dunhill Financial LLC2,963$127K0.1%N/A0.033%
4/18/2025CENTRAL TRUST Co8,533$366K0.0%+6.9%0.096%
4/17/2025 Vicus Capital22,226$954K0.1%-2.6%0.250%
4/17/2025 Dynamic Advisor Solutions LLC28,151$1.21M0.0%-37.2%0.316%
4/16/2025IAG Wealth Partners LLC31,533$1.35M0.2%-5.2%0.354%
4/16/2025 Wealth Enhancement Advisory Services LLC6,322$271K0.0%-22.3%0.071%
4/16/2025 RTD Financial Advisors Inc.21,013$902K0.1%+12.5%0.236%
4/16/2025 Neumann Capital Management LLC11,180$480K0.2%+5.7%0.126%
4/14/2025 Farther Finance Advisors LLC624$27K0.0%+258.6%0.007%
4/14/2025Revolve Wealth Partners LLC23,735$1.02M0.1%+7.7%0.267%
3/17/2025 Wealth Enhancement Advisory Services LLC8,138$386K0.0%+21.0%0.091%
3/6/2025Wood Tarver Financial Group LLC678$32K0.0%N/A0.008%
2/19/2025WCG Wealth Advisors LLC30,504$1.45M0.1%-1.8%0.337%
2/18/2025Continuum Advisory LLC9,337$442K0.1%-4.5%0.103%
2/17/2025US Financial Advisors LLC13,430$636K0.2%+2.0%0.148%
2/17/2025Royal Bank of Canada520,837$24.68M0.0%+4.1%5.755%
2/17/2025Cetera Investment Advisers87,250$4.13M0.0%-3.3%0.964%
2/17/2025Citadel Advisors LLC9,845$466K0.0%+83.6%0.109%
2/17/2025Bank of America Corp DE318,611$15.10M0.0%-0.2%3.521%
2/17/2025Ameriprise Financial Inc.226,617$10.85M0.0%-9.0%2.504%
2/17/2025AlTi Global Inc.264,970$12.56M0.3%+5.0%2.928%
2/14/2025Mercer Global Advisors Inc. ADV6,264$297K0.0%-38.9%0.069%
2/14/2025Jane Street Group LLC8,549$405K0.0%N/A0.094%
2/14/2025Lido Advisors LLC32,980$1.56M0.0%-53.1%0.364%
2/14/2025Beacon Pointe Advisors LLC41,125$1.95M0.0%-9.1%0.454%
2/14/2025IHT Wealth Management LLC9,287$440K0.0%-4.9%0.103%
2/14/2025Tower Research Capital LLC TRC9,319$442K0.0%+67.6%0.103%
2/14/2025Commerce Bank22,644$1.07M0.0%-11.7%0.250%
2/13/2025NewEdge Advisors LLC16,295$772K0.0%+2.1%0.180%
2/13/2025SageView Advisory Group LLC12,050$571K0.0%N/A0.133%
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2/13/2025Petros Family Wealth LLC4,413$209K0.2%N/A0.049%
2/13/2025Raymond James Financial Inc.113,264$5.37M0.0%N/A1.252%
2/13/2025Envestnet Asset Management Inc.59,700$2.83M0.0%-1.1%0.660%
2/13/2025Wells Fargo & Company MN886,013$41.98M0.0%+6.7%9.790%
2/12/2025OLD Mission Capital LLC4,639$220K0.0%N/A0.051%
2/12/2025JPMorgan Chase & Co.41,187$1.95M0.0%-8.8%0.455%
2/12/2025Ipsen Advisor Group LLC4,835$229K0.2%N/A0.053%
2/11/2025TIAA Trust National Association637,239$30.19M0.1%-7.0%7.041%
2/11/2025LPL Financial LLC429,857$20.37M0.0%+2.3%4.750%
2/11/2025Virtu Financial LLC25,962$1.23M0.1%-9.1%0.287%
(Data available from 1/1/2016 forward)

NUMG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUMG shares?

During the previous two years, 131 institutional investors and hedge funds held shares of Nuveen ESG Mid-Cap Growth ETF. The most heavily invested institutionals were TIAA FSB ($53.48M), Wells Fargo & Company MN ($41.98M), TIAA Trust National Association ($25.87M), Royal Bank of Canada ($22.51M), LPL Financial LLC ($18.49M), Bank of New York Mellon Corp ($15.33M), and Bank of America Corp DE ($15.10M).Learn more on Nuveen ESG Mid-Cap Growth ETF's institutional investors.

Which institutional investors have been buying Nuveen ESG Mid-Cap Growth ETF's stock?

Of the 109 institutional investors that purchased Nuveen ESG Mid-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($1.28M), Raymond James Financial Inc. ($226.53K), Bank of New York Mellon Corp ($163.79K), Money Design Co. Ltd. ($100.24K), Cetera Investment Advisers ($75.37K), Wells Fargo & Company MN ($70.45K), and LPL Financial LLC ($54.75K).

How much institutional buying is happening at Nuveen ESG Mid-Cap Growth ETF?

Institutional investors have bought a total of 876,205 shares in the last 24 months. This purchase volume represents approximately $40.37M in transactions.

Which of Nuveen ESG Mid-Cap Growth ETF's major shareholders have been selling company stock?

Of the 60 institutional investors that sold Nuveen ESG Mid-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($203.39K), Private Advisor Group LLC ($41.72K), Lido Advisors LLC ($37.36K), Ameriprise Financial Inc. ($22.40K), Dynamic Advisor Solutions LLC ($17.65K), AlTi Global Inc. ($17.39K), and Olde Wealth Management LLC ($15.84K).

How much institutional selling is happening at Nuveen ESG Mid-Cap Growth ETF?

Institutional investors have sold a total of 495,105 shares in the last 24 months. This volume of shares sold represents approximately $22.11M in transactions.


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This page (BATS:NUMG) was last updated on 7/22/2025 by MarketBeat.com Staff
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