Vault-13

NUSHARES ETF TR NUMG

NUVEEN ESG MIDCP · ETP · CUSIP 67092P409

135 institutional holders +0 vs Q1 2026
5,683,3845.7m shares reported held*
$266.9mreported value*
11 new 44 added 43 reduced 10 sold out net sold ≈ $14.5m (-309.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($104.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.96.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 106Q4 22: 107Q1 23: 106Q2 23: 114Q3 23: 117Q4 23: 133Q1 24: 125Q2 24: 122Q3 24: 124Q4 24: 139Q1 25: 137Q2 25: 132Q3 25: 131Q4 25: 141Q1 26: 135Q2 26: 135135Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022106
Q4 2022107
Q1 2023106
Q2 2023114
Q3 2023117
Q4 2023133
Q1 2024125
Q2 2024122
Q3 2024124
Q4 2024139
Q1 2025137
Q2 2025132
Q3 2025131
Q4 2025141
Q1 2026135
Q2 2026135

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 55 bought or addedQ3 24: 51 cut or sold outQ4 24: 47 bought or addedQ4 24: 65 cut or sold outQ4 24Q1 25: 60 bought or addedQ1 25: 65 cut or sold outQ2 25: 47 bought or addedQ2 25: 66 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 62 cut or sold outQ4 25: 61 bought or addedQ4 25: 51 cut or sold outQ4 25Q1 26: 57 bought or addedQ1 26: 53 cut or sold outQ2 26: 55 bought or addedQ2 26: 53 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245551
Q4 20244765
Q1 20256065
Q2 20254766
Q3 20254062
Q4 20256151
Q1 20265753
Q2 20265553

Biggest buyers

Ameritas Advisory Services, LLC Added +67,602+67.6k
Bank of New York Mellon Corp Added +30,630+30.6k
JONES FINANCIAL COMPANIES LLLP Added +24,681+24.7k
CITADEL ADVISORS LLC Added +16,202+16.2k
Farther Finance Advisors, LLC Added +14,026+14.0k
WCG Wealth Advisors LLC Added +13,583+13.6k
Cambridge Investment Research Advisors, Inc. Added +12,597+12.6k
NATIXIS ADVISORS, LLC New +11,497+11.5k
ROYAL BANK OF CANADA Added +9,414+9.4k
Mariner, LLC New +6,284+6.3k

Biggest sellers

MORGAN STANLEY Reduced -292,371-292.4k
WELLS FARGO & COMPANY/MN Reduced -48,275-48.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -38,875-38.9k
AMERIPRISE FINANCIAL INC Reduced -37,463-37.5k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -21,330-21.3k
WealthShield Partners, LLC Sold out -18,510-18.5k
GOLDMAN SACHS GROUP INC Reduced -16,416-16.4k
Virtu Financial LLC Reduced -16,194-16.2k
RAYMOND JAMES FINANCIAL INC Reduced -14,159-14.2k
Neumann Capital Management, LLC Sold out -11,470-11.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 900,899900.9k $42.3m $42.3m 0.00% Reduced -292.4k -292,371
2 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 541,145541.1k $25.4m $25.4m 0.00% Added +9.4k +9,414
3 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 517,033517.0k $24.3m $24.3m 0.00% Added +30.6k +30,630
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 486,733486.7k $22.9m $22.9m 0.00% Reduced -48.3k -48,275
5 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.06% of their portfolio CHARLOTTE, NC 393,426393.4k $18.5m $18.5m 0.06% Reduced -21.3k -21,330
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 300,651300.7k $14.1m $14.1m 0.00% Added +702 +702
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 255,680255.7k $12.0m $12.0m 0.00% Added +14 +14
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 207,739207.7k $9.8m $9.8m 0.00% Reduced -37.5k -37,463
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 202,497202.5k $9.5m $9.5m 0.00% Added +326 +326
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 161,522161.5k $7.6m $7.6m 0.01% Added +6.1k +6,053
11 Ameritas Advisory Services, LLC 0.13% of their portfolio Lincoln, NE 140,216140.2k $6.6m $6.6m 0.13% Added +67.6k +67,602
12 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 114,208114.2k $5.2m $5.2m 0.00% Added +24.7k +24,681
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 90,01090.0k $4.2m $4.2m 0.00% Reduced -14.2k -14,159
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 81,09181.1k $3.8m $3.8m 0.00% Added +1.2k +1,227
15 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 77,85677.9k $3.7m $3.7m 0.00% Added +402 +402
16 AlTi Global, Inc. 0.06% of their portfolio NEW YORK, NY 64,04464.0k $3.0m $3.0m 0.06% Unchanged
17 Fiduciary Trust Co 0.03% of their portfolio Boston, MA 63,26163.3k $3.0m $3.0m 0.03% Unchanged
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 61,86461.9k $2.9m $2.9m 0.00% Reduced -706 -706
19 WCG Wealth Advisors LLC 0.07% of their portfolio LAS VEGAS, NV 59,01859.0k $2.8m $2.8m 0.07% Added +13.6k +13,583
20 WHITTIER TRUST CO OF NEVADA INC 0.05% of their portfolio RENO, NV 55,57355.6k $2.6m $2.6m 0.05% Added +411 +411
21 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 46,11746.1k $2.2m $2.2m 0.01% Reduced -324 -324
22 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 42,57142.6k $2.0m $2.0m 0.00% Reduced -100 -100
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 36,37036.4k $1.7m $1.7m 0.00% Reduced -10.8k -10,754
24 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 32,67332.7k $1.5m $1.5m 0.06% Reduced -793 -793
25 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 31,32031.3k $1.5m $1.5m 0.01% Reduced -117 -117
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,32229.3k $1.4m $1.4m 0.00% Reduced -846 -846
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,87528.9k $1.4m $1.4m 0.00% Reduced -16.4k -16,416
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,77025.8k $1.2m $1.2m 0.00% Added +16.2k +16,202
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,23025.2k $1.2m $1.2m 0.00% Added +12.6k +12,597
30 Revolve Wealth Partners, LLC 0.12% of their portfolio Hackensack, NJ 25,07225.1k $1.2m $1.2m 0.12% Added +433 +433
31 VICUS CAPITAL 0.07% of their portfolio STATE COLLEGE, PA 22,34222.3k $1.0m $1.0m 0.07% Added +420 +420
32 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 18,37618.4k $862.9k $862.9k 0.00% Reduced -960 -960
33 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,80517.8k $836.1k $836.1k 0.01% Added +14.0k +14,026
34 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 17,20717.2k $808.0k $808.0k 0.00% Reduced -1.3k -1,332
35 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 16,54316.5k $776.8k $776.8k 0.00% Added +2.4k +2,389
36 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 14,91914.9k $700.6k $700.6k 0.00% Reduced -112 -112
37 RTD Financial Advisors, Inc. 0.07% of their portfolio Philadelphia, PA 14,57614.6k $684.5k $684.5k 0.07% Reduced -1 -1
38 High Note Wealth, LLC 0.11% of their portfolio DEEPHAVEN, MN 14,31814.3k $672.4k $672.4k 0.11% Reduced -1.6k -1,614
39 TIAA TRUST, NATIONAL ASSOCIATION 0.04% of their portfolio CHARLOTTE, NC 14,20114.2k $666.9k $666.9k 0.04% Added +45 +45
40 Napier Financial, LLC 0.14% of their portfolio BRAINTREE, MA 13,91913.9k $653.6k $653.6k 0.14% Added +923 +923
41 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 13,55313.6k $636.5k $636.5k 0.00% Reduced -300 -300
42 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 13,30013.3k $624.6k $624.6k 0.02% Unchanged
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,96313.0k $608.8k $608.8k 0.00% Added +1.7k +1,681
44 Continuum Advisory, LLC 0.05% of their portfolio EAGLE, ID 12,56912.6k $590.2k $590.2k 0.05% Added +1.4k +1,382
45 IAG Wealth Partners, LLC 0.06% of their portfolio WAUKESHA, WI 12,41612.4k $583.1k $583.1k 0.06% Reduced -4.3k -4,256
46 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 11,50011.5k $540.0k $540.0k 0.01% Unchanged
47 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 11,49711.5k $539.0k $539.0k 0.00% New
48 CENTRAL TRUST Co 0.01% of their portfolio JEFFERSON CITY, MO 10,97111.0k $515.2k $515.2k 0.01% Reduced -1.3k -1,306
49 CANANDAIGUA NATIONAL BANK & TRUST CO 0.04% of their portfolio CANANDAIGUA, NY 10,88810.9k $511.3k $511.3k 0.04% First filing
50 Fingerlakes Wealth Management, Inc. 0.27% of their portfolio ITHACA, NY 10,81010.8k $507.6k $507.6k 0.27% Added +581 +581
51 Virtu Financial LLC 0.02% of their portfolio New York, NY 10,63710.6k $499.0k $499.0k 0.02% Reduced -16.2k -16,194
52 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 9,6449.6k $452.9k $452.9k 0.01% Added +3.6k +3,574
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,4849.5k $445.4k $445.4k 0.00% Added +94 +94
54 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,2189.2k $432.9k $432.9k 0.00% Added +599 +599
55 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,2149.2k $432.7k $432.7k 0.00% Reduced -829 -829
56 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,8488.8k $415.5k $415.5k 0.00% Unchanged
57 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 8,7098.7k $409.0k $409.0k 0.01% Added +176 +176
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7028.7k $409.5k $409.5k 0.00% Added +938 +938
59 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 7,9888.0k $375.1k $375.1k 0.01% Added +892 +892
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,9127.9k $371.5k $371.5k 0.00% Added +151 +151
61 CX Institutional 0.01% of their portfolio AUBURN, IN 7,5167.5k $353.0k $353.0k 0.01% Added +443 +443
62 McClarren Financial Advisors, Inc. 0.18% of their portfolio STATE COLLEGE, PA 7,4947.5k $351.9k $351.9k 0.18% Added +179 +179
63 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 7,3337.3k $344.4k $344.4k 0.06% Unchanged
64 SK Wealth Management, LLC 0.08% of their portfolio PROVIDENCE, RI 7,2687.3k $352.1k $352.1k 0.08% Reduced -2.8k -2,824
65 Simmons Bank 0.02% of their portfolio Pine Bluff, AR 7,2387.2k $339.9k $339.9k 0.02% Reduced -789 -789
66 RVW Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 7,1177.1k $334.2k $334.2k 0.02% Reduced -62 -62
67 Trust Co 0.03% of their portfolio MANHATTAN, KS 6,9967.0k $328.5k $328.5k 0.03% Added +2 +2
68 WealthSpring Partners, LLC 0.28% of their portfolio LONG BEACH, CA 6,8366.8k $321.0k $321.0k 0.28% Reduced -32 -32
69 Olde Wealth Management, LLC 0.09% of their portfolio SAMMAMISH, WA 6,7296.7k $315.0k $315.0k 0.09% Reduced -4 -4
70 Golden State Wealth Management, LLC 0.03% of their portfolio SANTA ANA, CA 6,6826.7k $313.8k $313.8k 0.03% Added +410 +410
71 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,5476.5k $307.4k $307.4k 0.00% Reduced -488 -488
72 Bragg Financial Advisors, Inc 0.01% of their portfolio CHARLOTTE, NC 6,4266.4k $301.8k $301.8k 0.01% Unchanged
73 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 6,3526.4k $298.3k $298.3k 0.00% Reduced -45 -45
74 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,2846.3k $295.1k $295.1k 0.00% New
75 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,2476.2k $293.3k $293.3k 0.01% Reduced -1.1k -1,089
76 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 5,8775.9k $276.0k $276.0k 0.02% New
77 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,6665.7k $266.1k $266.1k 0.00% New
78 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 5,5975.6k $262.8k $262.8k 0.01% Added +1.8k +1,810
79 Falcon Wealth Planning 0.02% of their portfolio Ontario, CA 5,4885.5k $257.7k $257.7k 0.02% Reduced -200 -200
80 Petros Family Wealth, LLC 0.16% of their portfolio BLOOMINGTON, MN 5,4815.5k $257.4k $257.4k 0.16% Reduced -981 -981
81 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 5,4725.5k $257.0k $257.0k 0.00% Added +97 +97
82 AIRE ADVISORS, LLC 0.04% of their portfolio BEVERLY HILLS, CA 5,3475.3k $251.1k $251.1k 0.04% Unchanged
83 Ipsen Advisor Group LLC 0.16% of their portfolio LITTLE ROCK, AR 5,2195.2k $245.1k $245.1k 0.16% Added +182 +182
84 Kelsey Financial, LLC 0.18% of their portfolio MOORPARK, CA 5,1045.1k $239.7k $239.7k 0.18% Reduced -52 -52
85 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 4,8764.9k $229.0k $229.0k 0.01% Reduced -114 -114
86 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,6784.7k $219.7k $219.7k 0.00% New
87 PFG Advisors 0.01% of their portfolio Phoenix, AZ 4,5334.5k $212.9k $212.9k 0.01% New
88 Marshall Financial Group, LLC 0.03% of their portfolio Hunt Valley, MD 4,3364.3k $203.6k $203.6k 0.03% New
89 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,6003.6k $169.1k $169.1k 0.00% Reduced -271 -271
90 Cornerstone Planning Group LLC 0.02% of their portfolio FAIRFIELD, NJ 3,4793.5k $158.8k $158.8k 0.02% Unchanged
91 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,2993.3k $154.9k $154.9k 0.00% New
92 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 3,1843.2k $149.5k $149.5k 0.00% Unchanged
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,1173.1k $146.4k $146.4k 0.00% Reduced -129 -129
94 MARSHALL INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio LITTLETON, CO 2,2022.2k $103.4k $103.4k 0.04% Added +258 +258
95 Harbor Asset Planning, Inc. 0.07% of their portfolio BELMONT, MA 2,0582.1k $96.7k $96.7k 0.07% Unchanged
96 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,9131.9k $89.8k $89.8k 0.00% Reduced -166 -166
97 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,7221.7k $80.9k $80.9k 0.00% Unchanged
98 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,5541.6k $73.0k $73.0k 0.00% Added +866 +866
99 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 1,3831.4k $64.9k $64.9k 0.00% Unchanged
100 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,3461.3k $63.2k $63.2k 0.00% Unchanged