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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,471,473
shares
|
$95 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,453,087
shares
|
$55.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
957,861
shares
|
$36.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
942,418
shares
|
$36.2 Million
5.24% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
578,960
shares
|
$22.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
569,185
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
520,763
shares
|
$20 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,125
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
295,519
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
263,816
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
263,781
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
150,570
shares
|
$5.79 Million
0.05% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
146,011
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
138,949
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
114,430
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
100,999
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
91,351
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
81,670
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,152
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
61,796
shares
|
$2.38 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
54,687
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 22.14%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
46,613
shares
|
$1.79 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
43,222
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
39,524
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
38,115
shares
|
$1.47 Million
0.26% of portfolio
|
Q2 2025
Added 0.4%
|
|