NUVEEN ESG MID-CAP GROW ETF (NUMG) Top Institutional Shareholders

NUVEEN ESG MID-CAP GROW ETF (NUMG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $242.79M in NUMG holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of NUMG tracked by InsiderSet, reporting ownership valued at approximately $49.02M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.76M, representing an estimated gain of +9.66% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed NUMG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in NUVEEN ESG MID-CAP GROW ETF (NUMG).

This page ranks the largest institutional NUMG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

133

Total Reported Value

$242.79M

Largest Holder

Morgan Stanley

Largest Position

$49.02M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

147

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%1,193,270$49,019,553$53,756,814+$4,737,261+9.66%
Wells Fargo & Company/Mn0.00%535,008$21,978,151$24,102,110+$2,123,959+9.66%
Royal Bank Of Canada0.00%531,731$21,843,000$23,954,482+$2,111,482+9.67%
Bank Of New York Mellon Corp0.00%486,403$19,981,419$21,912,455+$1,931,036+9.66%
Tiaa-Cref Individual & Institutional Services, Llc0.07%414,756$17,038,176$18,684,758+$1,646,582+9.66%
Bank Of America Corp0.00%299,949$12,321,897$13,512,702+$1,190,805+9.66%
Lpl Financial Llc0.00%255,666$10,502,743$11,517,753+$1,015,010+9.66%
Ameriprise Financial Inc0.00%245,202$10,071,838$11,046,350+$974,512+9.68%
Ubs Group Ag0.00%202,171$8,305,185$9,107,804+$802,619+9.66%
Commonwealth Equity Services, Llc0.01%155,469$6,386,642$7,003,878+$617,236+9.66%
Raymond James Financial Inc0.00%104,169$4,279,275$4,692,813+$413,538+9.66%
Jones Financial Companies Lllp0.00%89,527$3,580,185$4,033,191+$453,006+12.65%
Cetera Investment Advisers0.00%79,864$3,280,823$3,597,873+$317,050+9.66%
Creative Planning0.00%77,454$3,181,810$3,489,303+$307,493+9.66%
Ameritas Advisory Services, Llc0.12%72,614$2,982,990$3,271,261+$288,271+9.66%
Alti Global, Inc.0.06%64,044$2,630,928$2,885,182+$254,254+9.66%
Fiduciary Trust Co0.03%63,261$2,598,762$2,849,908+$251,146+9.66%
Envestnet Asset Management Inc0.00%62,570$2,570,390$2,818,779+$248,389+9.66%
Whittier Trust Co Of Nevada Inc0.05%55,162$2,301,910$2,485,048+$183,138+7.96%
Beacon Pointe Advisors, Llc0.01%46,441$1,907,797$2,092,167+$184,370+9.66%
Wcg Wealth Advisors Llc0.05%45,435$1,866,478$2,046,847+$180,369+9.66%
Goldman Sachs Group Inc0.00%45,291$1,860,554$2,040,360+$179,806+9.66%
Pnc Financial Services Group, Inc.0.00%42,671$1,752,926$1,922,329+$169,403+9.66%
Susquehanna International Group, Llp0.00%38,875$1,596,985$1,751,319+$154,334+9.66%
Pfg Investments, Llc0.06%33,466$1,374,789$1,507,643+$132,854+9.66%
Whittier Trust Co0.01%31,437$1,311,866$1,416,237+$104,371+7.96%
Northwestern Mutual Wealth Management Co0.00%30,168$1,239,289$1,359,068+$119,779+9.67%
Rebel Financial Llc0.46%26,028$1,069,219$1,172,561+$103,342+9.67%
Revolve Wealth Partners, Llc0.13%24,639$1,012,172$1,109,987+$97,815+9.66%
Vicus Capital0.07%21,922$900,570$987,586+$87,016+9.66%
Lido Advisors, Llc0.00%19,336$794,374$871,087+$76,713+9.66%
Commerce Bank0.00%18,539$761,583$835,182+$73,599+9.66%
Wealthshield Partners, Llc0.08%18,510$760,391$833,876+$73,485+9.66%
Iag Wealth Partners, Llc0.08%16,672$684,887$751,074+$66,187+9.66%
High Note Wealth, Llc0.13%15,932$654,487$717,737+$63,250+9.66%
Cerity Partners Llc0.00%15,031$617,473$677,147+$59,674+9.66%
Sol Capital Management Co0.29%13,820$601,861$622,591+$20,730+3.44%
Rtd Financial Advisors, Inc.0.07%14,577$598,805$656,694+$57,889+9.67%
Tiaa Trust, National Association0.04%14,156$581,528$637,728+$56,200+9.66%
&Partners0.00%13,853$569,085$624,078+$54,993+9.66%
Napier Financial, Llc0.12%12,996$533,875$585,470+$51,595+9.66%
Central Trust Co0.01%12,277$504,340$553,079+$48,739+9.66%
Coldstream Capital Management Inc0.01%11,500$472,420$518,075+$45,655+9.66%
Neumann Capital Management, Llc0.14%11,470$471,188$516,723+$45,535+9.66%
Osaic Holdings, Inc.0.00%11,282$463,482$508,254+$44,772+9.66%
Continuum Advisory, Llc0.04%11,187$459,562$503,974+$44,412+9.66%
Canandaigua National Corp0.04%10,842$445,389$488,432+$43,043+9.66%
Sk Wealth Management, Llc0.12%10,092$421,143$454,645+$33,502+7.95%
Fingerlakes Wealth Management, Inc.0.28%10,229$420,199$460,816+$40,617+9.67%
Private Advisor Group, Llc0.00%10,043$412,578$452,437+$39,859+9.66%

Frequently asked questions about NUMG

  • Who owns the most NUMG stock?

    The largest holders of NUMG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN ESG MID-CAP GROW ETF (NUMG).

  • Is NUMG widely held by superinvestors?

    Many widely followed stocks like NUMG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NUMG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.