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 138 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 $406 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,325
shares
|
$344,279
0.0% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
9,246
shares
|
$341,362
0.01% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,916
shares
|
$329,178
0.0% of portfolio
|
Q2 2025
Added 34.08%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,611
shares
|
$317,918
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$314,706
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,346
shares
|
$308,134
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,225
shares
|
$303,667
0.0% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
7,915
shares
|
$292,221
0.13% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
7,852
shares
|
$289,895
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,660
shares
|
$282,807
0.0% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,482
shares
|
$276,235
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
7,269
shares
|
$268,371
0.03% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,992
shares
|
$258,144
0.01% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,774
shares
|
$250,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$250,096
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,680
shares
|
$246,625
0.0% of portfolio
|
Q2 2025
Added 108.36%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,589
shares
|
$243,265
0.01% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
6,540
shares
|
$241,456
0.04% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
6,473
shares
|
$238,983
0.19% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,447
shares
|
$238,023
0.01% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,280
shares
|
$231,857
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,860
shares
|
$216,351
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,980
shares
|
$110,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,909
shares
|
$107,400
0.0% of portfolio
|
Q4 2022
Added 67.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,575
shares
|
$95,069
0.0% of portfolio
|
Q1 2025
Added 28.75%
|