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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
37,965
shares
|
$1.33 Million
0.27% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
37,202
shares
|
$1.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35,449
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
30,223
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
30,130
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
29,209
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,280
shares
|
$987,820
0.0% of portfolio
|
Q1 2022
Added 11.12%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
27,046
shares
|
$944,716
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
26,940
shares
|
$941,014
0.14% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,141
shares
|
$913,105
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,120
shares
|
$912,371
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
25,855
shares
|
$903,115
0.12% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
25,710
shares
|
$898,050
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
20,245
shares
|
$707,157
2.09% of portfolio
|
Q2 2022
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
19,812
shares
|
$692,033
0.2% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,379
shares
|
$676,908
0.0% of portfolio
|
Q4 2024
Added 16.84%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
18,970
shares
|
$662,622
0.47% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
18,962
shares
|
$662,342
0.08% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,276
shares
|
$638,380
0.34% of portfolio
|
Q1 2023
Added 25.05%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
18,247
shares
|
$637,367
0.06% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18,138
shares
|
$633,560
0.53% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,121
shares
|
$632,966
0.0% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
18,007
shares
|
$628,984
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
17,566
shares
|
$613,580
0.01% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,095
shares
|
$597,128
0.0% of portfolio
|
Q1 2025
Added 0.06%
|