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Who owns NUMGWhat NUMG owns — n/a

Who owns Nuveen ESG Mid-Cap Growth?

Institutional ownership of NUMG from SEC Form 13F filings across 103 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

103

13F holders

$234.7M

value, 2026 filers

50.3%

of shares outstanding (5.0M sh)

12

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NUMG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY900,899$42.3M0.0%9%-24.5%
2ROYAL BANK OF CANADA541,145$25.4M0.0%5.4%+1.8%
3Bank of New York Mellon Corp517,033$24.3M0.0%5.2%+6.3%
4WELLS FARGO & COMPANY/MN486,733$22.9M0.0%4.9%-9.0%
5BANK OF AMERICA CORP /DE/300,651$14.1M0.0%3%+0.2%
6LPL Financial LLC255,680$12.0M0.0%2.6%0.0%
7AMERIPRISE FINANCIAL INC207,739$9.8M0.0%2.1%-15.3%
8UBS Group AG202,497$9.5M0.0%2%+0.2%
9COMMONWEALTH EQUITY SERVICES, LLC161,522$7.6M0.0%1.6%+3.9%
10Ameritas Advisory Services, LLC140,216$6.6M0.1%1.4%+93.1%
11JONES FINANCIAL COMPANIES LLLP114,208$5.2M0.0%1.1%+27.6%
12RAYMOND JAMES FINANCIAL INC90,010$4.2M0.0%0.9%-13.6%
13Cetera Investment Advisers81,091$3.8M0.0%0.8%+1.5%
14Creative Planning77,856$3.7M0.0%0.8%+0.5%
15AlTi Global, Inc.64,044$3.0M0.1%0.6%0.0%
16Fiduciary Trust Co63,261$3.0M0.0%0.6%0.0%
17ENVESTNET ASSET MANAGEMENT INC61,864$2.9M0.0%0.6%-1.1%
18WCG Wealth Advisors LLC59,018$2.8M0.1%0.6%+29.9%
19WHITTIER TRUST CO OF NEVADA INC55,573$2.6M0.0%0.6%+0.7%
20PNC Financial Services Group, Inc.42,571$2.0M0.0%0.4%-0.2%
21JPMORGAN CHASE & CO36,370$1.7M0.0%0.4%-22.8%
22PFG Investments, LLC32,673$1.5M0.1%0.3%-2.4%
23WHITTIER TRUST CO31,320$1.5M0.0%0.3%-0.4%
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29,322$1.4M0.0%0.3%-2.8%
25GOLDMAN SACHS GROUP INC28,875$1.4M0.0%0.3%-36.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.