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 136 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 $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
17,085
shares
|
$608,396
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
17,020
shares
|
$606,082
0.0% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
14,912
shares
|
$531,016
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
14,610
shares
|
$520,262
0.17% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,500
shares
|
$516,345
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,792
shares
|
$455,523
0.0% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,670
shares
|
$451,178
0.0% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
12,633
shares
|
$449,861
0.01% of portfolio
|
Q4 2023
Reduced 35.21%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,808
shares
|
$420,482
0.0% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
11,583
shares
|
$412,470
0.19% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
11,450
shares
|
$407,734
0.03% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
11,331
shares
|
$403,496
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,326
shares
|
$403,318
0.08% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
10,720
shares
|
$381,739
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,656
shares
|
$379,460
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
10,464
shares
|
$372,623
0.04% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,142
shares
|
$361,156
0.01% of portfolio
|
Q2 2020
Reduced 2.26%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
9,863
shares
|
$351,221
0.03% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
9,704
shares
|
$345,559
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
9,525
shares
|
$339,185
0.04% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
9,361
shares
|
$333,345
0.12% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
9,012
shares
|
$320,917
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$303,539
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
8,499
shares
|
$302,649
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,346
shares
|
$297,201
0.01% of portfolio
|
Q3 2022
New holding
|