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 140 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $422 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,930
shares
|
$611,393
0.18% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
15,030
shares
|
$576,851
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
14,818
shares
|
$568,714
0.0% of portfolio
|
Q2 2025
Added 118.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,503
shares
|
$556,625
0.01% of portfolio
|
Q2 2025
Added 258.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,500
shares
|
$556,510
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,723
shares
|
$526,688
0.0% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
13,550
shares
|
$520,049
0.01% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,446
shares
|
$516,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,192
shares
|
$506,308
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,721
shares
|
$488,231
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,670
shares
|
$486,274
0.0% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,762
shares
|
$451,425
0.0% of portfolio
|
Q2 2025
Reduced 59.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
11,615
shares
|
$445,783
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
11,510
shares
|
$441,753
0.02% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
11,450
shares
|
$439,451
0.02% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
10,787
shares
|
$414,005
0.04% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
10,644
shares
|
$408,516
0.03% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,142
shares
|
$389,249
0.01% of portfolio
|
Q2 2020
Reduced 2.26%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
9,806
shares
|
$376,354
0.0% of portfolio
|
Q3 2025
Reduced 21.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
9,719
shares
|
$373,015
0.1% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
9,686
shares
|
$371,748
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,422
shares
|
$361,616
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,325
shares
|
$357,893
0.0% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,186
shares
|
$352,558
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
9,042
shares
|
$347,031
0.03% of portfolio
|
Q3 2025
Added 24.39%
|