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 137 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,346
shares
|
$283,263
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,263
shares
|
$280,446
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
8,009
shares
|
$271,825
0.24% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
7,817
shares
|
$265,308
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,744
shares
|
$262,831
0.0% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
6,801
shares
|
$230,825
0.01% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$229,909
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
6,726
shares
|
$228,280
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,676
shares
|
$226,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,667
shares
|
$226,277
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,572
shares
|
$223,053
0.0% of portfolio
|
Q4 2024
Reduced 45.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,537
shares
|
$221,865
0.0% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,441
shares
|
$218,607
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
6,280
shares
|
$213,143
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,029
shares
|
$204,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,860
shares
|
$198,888
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
5,771
shares
|
$195,867
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,488
shares
|
$186,262
0.0% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5,153
shares
|
$174,892
0.03% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,093
shares
|
$172,856
0.01% of portfolio
|
Q4 2024
Reduced 32.98%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
4,919
shares
|
$166,950
0.48% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
4,784
shares
|
$162,368
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,750
shares
|
$127,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,507
shares
|
$119,027
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,482
shares
|
$118,179
0.0% of portfolio
|
Q4 2024
Added 54.41%
|