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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,294
shares
|
$84,694
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,183
shares
|
$80,596
0.0% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,834
shares
|
$67,711
0.03% of portfolio
|
Q1 2025
Reduced 78.42%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,833
shares
|
$67,674
0.0% of portfolio
|
Q2 2025
Reduced 39.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,829
shares
|
$67,526
0.0% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,208
shares
|
$44,599
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,111
shares
|
$41,018
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,018
shares
|
$37,584
0.0% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
905
shares
|
$33,412
0.0% of portfolio
|
Q2 2022
Added 70.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
869
shares
|
$32,083
0.0% of portfolio
|
Q4 2024
Reduced 54.83%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
821
shares
|
$30,311
0.0% of portfolio
|
Q2 2025
Reduced 76.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
709
shares
|
$26,176
0.01% of portfolio
|
Q4 2022
Added 122.96%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
682
shares
|
$25,179
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
634
shares
|
$23,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
522
shares
|
$19,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
519
shares
|
$19,161
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
499
shares
|
$18,423
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
465
shares
|
$17,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
405
shares
|
$14,952
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
401
shares
|
$14,804
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
380
shares
|
$14,029
0.0% of portfolio
|
Q3 2024
Reduced 54.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
370
shares
|
$13,660
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
318
shares
|
$11,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
259
shares
|
$9,562
0.0% of portfolio
|
Q3 2024
Reduced 21.04%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
256
shares
|
$9,451
0.0% of portfolio
|
Q4 2024
Reduced 45.06%
|