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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
256
shares
|
$8,942
0.0% of portfolio
|
Q4 2024
Reduced 45.06%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
234
shares
|
$8,173
0.0% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
227
shares
|
$7,929
0.0% of portfolio
|
Q1 2025
Reduced 34.96%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
207
shares
|
$7,230
0.0% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
107
shares
|
$3,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
102
shares
|
$3,562
0.0% of portfolio
|
Q1 2025
Reduced 88.03%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
93
shares
|
$3,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
68
shares
|
$2,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
68
shares
|
$2,375
0.0% of portfolio
|
Q1 2025
Reduced 68.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
61
shares
|
$2,130
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
61
shares
|
$2,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
56
shares
|
$1,956
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
35
shares
|
$1,222
0.0% of portfolio
|
Q1 2024
Reduced 40.68%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
17
shares
|
$593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14
shares
|
$489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|