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 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
14,942
shares
|
$574,370
0.0% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,500
shares
|
$557,380
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
14,473
shares
|
$556,342
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,136
shares
|
$543,387
0.01% of portfolio
|
Q3 2025
Added 1288.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
13,833
shares
|
$531,740
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
13,240
shares
|
$508,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,918
shares
|
$496,567
0.0% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,670
shares
|
$487,034
0.0% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,527
shares
|
$443,097
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
11,510
shares
|
$442,444
0.02% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
11,450
shares
|
$440,138
0.02% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,401
shares
|
$438,254
0.0% of portfolio
|
Q3 2025
Added 38.61%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,229
shares
|
$431,642
0.0% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
11,083
shares
|
$426,030
0.03% of portfolio
|
Q3 2025
Reduced 68.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
11,023
shares
|
$423,724
0.01% of portfolio
|
Q4 2025
Reduced 72.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,867
shares
|
$417,727
0.0% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
10,788
shares
|
$414,690
0.04% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
10,644
shares
|
$409,155
0.03% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
10,496
shares
|
$403,466
0.11% of portfolio
|
Q4 2025
Added 7.99%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,374
shares
|
$398,776
0.06% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,142
shares
|
$389,858
0.01% of portfolio
|
Q2 2020
Reduced 2.26%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
9,806
shares
|
$376,942
0.0% of portfolio
|
Q3 2025
Reduced 21.13%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
9,322
shares
|
$358,337
0.0% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,186
shares
|
$353,109
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
9,042
shares
|
$347,574
0.03% of portfolio
|
Q3 2025
Added 24.39%
|
|