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 138 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 $406 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$91.2 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,463,546
shares
|
$54 Million
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,004,386
shares
|
$37.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
902,286
shares
|
$33.3 Million
4.96% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
547,029
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
540,324
shares
|
$19.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
538,787
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,125
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
303,998
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
278,749
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
256,110
shares
|
$9.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
150,875
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
139,271
shares
|
$5.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
136,996
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
108,300
shares
|
$4 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
100,714
shares
|
$3.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
96,611
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
89,246
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,152
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
63,582
shares
|
$2.35 Million
2.7% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
48,152
shares
|
$1.78 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
44,774
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
43,222
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
41,847
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 183.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
41,661
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.18%
|