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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
8,996
shares
|
$345,266
0.14% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,916
shares
|
$342,196
0.0% of portfolio
|
Q2 2025
Added 34.08%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,611
shares
|
$330,490
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$327,151
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,346
shares
|
$320,319
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,225
shares
|
$315,675
0.0% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
7,870
shares
|
$302,050
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
7,752
shares
|
$297,521
0.1% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,660
shares
|
$293,990
0.0% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,285
shares
|
$279,598
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
6,914
shares
|
$265,359
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,899
shares
|
$264,783
0.01% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$259,986
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,774
shares
|
$259,986
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,680
shares
|
$256,378
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
|
$252,885
0.01% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
6,473
shares
|
$248,433
0.18% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,280
shares
|
$241,026
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,860
shares
|
$224,906
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,371
shares
|
$206,138
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,354
shares
|
$205,486
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,645
shares
|
$178,275
0.0% of portfolio
|
Q3 2025
Added 80.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,980
shares
|
$114,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,294
shares
|
$88,043
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,183
shares
|
$83,783
0.0% of portfolio
|
Q2 2025
Reduced 31.37%
|