Who Owns Nuveen ESG Mid-Cap Growth (NUMG)?Hedge Fund & Institutional Holders

$41.44-0.16 (-0.38%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.500024000210001e+184T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$37.77$41.20$44.62$48.05$51.47Sep 24Jun 25Mar 26

NUMG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of New York Mellon CorpNew Position+463K+$20.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+126K+$6.0M
Ameritas Advisory Services, LLCNew Position+70K+$3.4M
WHITTIER TRUST CONew Position+63K+$3.1M
AlTi Global, Inc.New Position+82K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+73K+$3.0M
WHITTIER TRUST CO OF NEVADA INCNew Position+56K+$2.8M
WCG Wealth Advisors LLCNew Position+43K+$2.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+58K+$2.0M
VICUS CAPITALNew Position+21K+$1.0M
TWO SIGMA INVESTMENTS, LPNew Position+32K+$1.0M
Tower Research Capital LLC (TRC)New Position+40K+$1.0M
WealthShield Partners, LLCNew Position+17K+$801K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+16K+$800K
Napier Financial, LLCNew Position+14K+$653K

NUMG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-7K-$38.1B
LPL Financial LLCDecreased-110K-$27.7B
TIAA TRUST, NATIONAL ASSOCIATIONDecreased-16K-$22.6B
BANK OF AMERICA CORP /DE/Decreased-5K-$14.5B
AMERIPRISE FINANCIAL INCDecreased-47K-$13.5B
UBS Group AGDecreased-12K-$10.0B
Creative PlanningDecreased-42-$3.8B
FIDUCIARY TRUST CODecreased-42-$3.1B
GOLDMAN SACHS GROUP INCDecreased-26K-$2.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-22K-$1.3B
Dynamic Advisor Solutions LLCDecreased-14K-$1.1B
COMMERCE BANKDecreased-671-$962.0M
SK Wealth Management, LLCDecreased-3K-$770.1M
RTD Financial Advisors, Inc.Decreased-1K-$766.4M
NewEdge Advisors, LLCDecreased-73-$712.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,165,324$55.0M0.00%Share
2ROYAL BANK OF CANADA507,775$24.0M0.00%Share
3TIAA TRUST, NATIONAL ASSOCIATION449,637$21.0M0.05%Share
4LPL Financial LLC458,819$21.0M0.01%Share
5WELLS FARGO & COMPANY/MN387,416$18.0M0.00%Share
6Bank of New York Mellon Corp320,626$15.0M0.00%Share
7BANK OF AMERICA CORP /DE/246,115$11.0M0.00%Share
8WELLS FARGO & COMPANY/MN246,310$11.0M0.00%Share
9AMERIPRISE FINANCIAL INC230,688$11.0M0.00%Share
10UBS Group AG192,331$9.2M0.00%Share
11COMMONWEALTH EQUITY SERVICES, LLC125,680$6.0M0.01%Share
12WELLS FARGO & COMPANY/MN139,853$6.0M0.00%Share
13RAYMOND JAMES FINANCIAL INC90,150$4.0M0.00%Share
14Ameritas Advisory Services, LLC70,186$3.4M0.12%Share
15Creative Planning77,454$3.0M0.00%Share
16JONES FINANCIAL COMPANIES LLLP72,569$3.0M0.00%Share
17AlTi Global, Inc.81,746$3.0M0.06%Share
18Bank of New York Mellon Corp77,248$3.0M0.00%Share
19Cetera Investment Advisers81,992$3.0M0.00%Share
20WHITTIER TRUST CO OF NEVADA INC55,718$2.8M0.06%Share
21WCG Wealth Advisors LLC43,346$2.1M0.06%Share
22Bank of New York Mellon Corp46,725$2.0M0.00%Share
23FIDUCIARY TRUST CO62,447$2.0M0.02%Share
24Beacon Pointe Advisors, LLC42,248$2.0M0.01%Share
25ENVESTNET ASSET MANAGEMENT INC57,790$2.0M0.00%Share
26WHITTIER TRUST CO31,437$1.6M0.02%Share
27WHITTIER TRUST CO31,186$1.5M0.02%Share
28Revolve Wealth Partners, LLC26,176$1.2M0.15%Share
29VICUS CAPITAL21,309$1.0M0.08%Share
30PNC FINANCIAL SERVICES GROUP, INC.39,303$1.0M0.00%Share
31JPMORGAN CHASE & CO29,250$1.0M0.00%Share
32TWO SIGMA INVESTMENTS, LP32,400$1.0M0.00%Share
33SUSQUEHANNA INTERNATIONAL GROUP, LLP37,257$1.0M0.00%Share
34Tower Research Capital LLC (TRC)40,487$1.0M0.02%Share
35BANK OF AMERICA CORP /DE/26,832$1.0M0.00%Share
36IAG Wealth Partners, LLC17,212$821K0.10%Share
37WealthShield Partners, LLC16,795$801K0.09%Share
38WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,195$800K0.00%Share
39RTD Financial Advisors, Inc.14,314$683K0.08%Share
40Napier Financial, LLC13,697$653K0.16%Share
41CENTRAL TRUST Co12,755$608K0.01%Share
42SK Wealth Management, LLC12,990$594K0.17%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,661$547K0.00%Share
44Neumann Capital Management, LLC11,380$543K0.16%Share
45Continuum Advisory, LLC11,083$529K0.05%Share
46CANANDAIGUA NATIONAL BANK & TRUST CO10,524$502K0.04%Share
47TRUIST FINANCIAL CORP9,258$442K0.00%Share
48Fingerlakes Wealth Management, Inc.8,937$426K0.27%Share
49Corient Private Wealth LLC8,848$422K0.00%Share
50CWM, LLC8,109$387K0.00%Share

NUMG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025138$272.9M+52
Q3 202586$247.8B-29
Q2 2025115$238.3B-20
Q1 2025135$275.7B+8
Q4 2024127$10.5T+37
Q3 202490$203.6T-1
Q2 202491$192.2T+2
Q1 202489$191.7T—

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As of Q4 2025, 50 institutional investors hold NUMG (Nuveen ESG Mid-Cap Growth). The largest holder is MORGAN STANLEY with $55.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own NUMG?

As of Q4 2025, 50 institutional investors report holding NUMG (Nuveen ESG Mid-Cap Growth) in their 13F filings.

Who is the largest institutional holder of NUMG?

The largest institutional holder of NUMG is MORGAN STANLEY with $55.0M in shares.

Is institutional ownership of NUMG increasing or decreasing?

This quarter, 15 institutions opened new positions in NUMG and 0 closed their positions.