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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,575
shares
|
$94,451
0.0% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
2,389
shares
|
$87,628
0.05% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,225
shares
|
$81,613
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,183
shares
|
$80,072
0.0% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,870
shares
|
$68,591
0.01% of portfolio
|
Q4 2024
Added 114.94%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
1,834
shares
|
$67,271
0.03% of portfolio
|
Q1 2025
Reduced 78.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,518
shares
|
$55,680
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,208
shares
|
$44,309
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,111
shares
|
$40,751
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,018
shares
|
$37,340
0.0% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
905
shares
|
$33,195
0.0% of portfolio
|
Q2 2022
Added 70.75%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
884
shares
|
$32,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
869
shares
|
$31,874
0.0% of portfolio
|
Q4 2024
Reduced 54.83%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
709
shares
|
$26,006
0.01% of portfolio
|
Q4 2022
Added 122.96%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
682
shares
|
$25,015
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
634
shares
|
$23,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
522
shares
|
$19,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
519
shares
|
$19,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
499
shares
|
$18,303
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
465
shares
|
$17,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
405
shares
|
$14,855
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
401
shares
|
$14,708
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
380
shares
|
$13,938
0.0% of portfolio
|
Q3 2024
Reduced 54.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
370
shares
|
$13,571
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
259
shares
|
$9,500
0.0% of portfolio
|
Q3 2024
Reduced 21.04%
|