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 139 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 $421 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
236
shares
|
$9,071
0.0% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
234
shares
|
$8,994
0.0% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
194
shares
|
$7,457
0.0% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
147
shares
|
$5,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
127
shares
|
$4,881
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
68
shares
|
$2,613
0.0% of portfolio
|
Q1 2025
Reduced 68.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
68
shares
|
$2,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
61
shares
|
$2,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
61
shares
|
$2,344
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
35
shares
|
$1,345
0.0% of portfolio
|
Q1 2024
Reduced 40.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14
shares
|
$538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7
shares
|
$269
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.5% of portfolio
|
Q3 2025
Closed
|
|