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 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
8,263
shares
|
$303,086
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,482
shares
|
$274,439
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
7,269
shares
|
$266,626
0.03% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,992
shares
|
$256,466
0.01% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,800
shares
|
$249,424
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,774
shares
|
$248,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$248,470
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,770
shares
|
$248,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,650
shares
|
$243,922
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,572
shares
|
$241,060
0.0% of portfolio
|
Q4 2024
Reduced 45.4%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,545
shares
|
$240,070
0.0% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,454
shares
|
$236,732
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,447
shares
|
$236,475
0.01% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
6,356
shares
|
$233,138
0.11% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
6,282
shares
|
$230,423
0.05% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,280
shares
|
$230,350
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,860
shares
|
$214,944
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
4,919
shares
|
$180,428
0.11% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,046
shares
|
$148,407
0.0% of portfolio
|
Q1 2025
Reduced 26.28%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,575
shares
|
$131,131
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,529
shares
|
$129,443
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,434
shares
|
$125,959
0.02% of portfolio
|
Q1 2025
Reduced 33.36%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,206
shares
|
$117,596
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,032
shares
|
$111,213
0.0% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,909
shares
|
$106,702
0.0% of portfolio
|
Q4 2022
Added 67.28%
|