Institutional Ownership Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,471,473
shares
|
$86.3 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,432,975
shares
|
$50.1 Million
0.0% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,218,425
shares
|
$42.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
931,027
shares
|
$32.5 Million
4.79% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
544,778
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
531,453
shares
|
$18.6 Million
0.01% of portfolio
|
Q1 2025
Added 39.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
518,363
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,125
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
304,039
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
266,544
shares
|
$9.31 Million
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
256,703
shares
|
$8.97 Million
0.23% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
170,973
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
140,226
shares
|
$4.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
128,003
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
108,300
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
101,192
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
89,246
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
88,345
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,152
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
63,582
shares
|
$2.22 Million
2.7% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
54,375
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.49%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
54,041
shares
|
$1.89 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
52,196
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
47,069
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
43,222
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|