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 11 Million shares, which have been reported (via 13F filing form) to have a value of $372 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 |
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,437
shares
|
$116,651
0.0% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,081
shares
|
$104,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,909
shares
|
$98,731
0.0% of portfolio
|
Q4 2022
Added 67.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,147
shares
|
$72,869
0.0% of portfolio
|
Q4 2024
Reduced 70.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$67,880
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,870
shares
|
$63,467
0.01% of portfolio
|
Q4 2024
Added 114.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,553
shares
|
$52,708
0.0% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,208
shares
|
$40,999
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,111
shares
|
$37,707
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
905
shares
|
$30,715
0.0% of portfolio
|
Q2 2022
Added 70.75%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
884
shares
|
$30,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
869
shares
|
$29,493
0.0% of portfolio
|
Q4 2024
Reduced 54.83%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
853
shares
|
$28,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
852
shares
|
$28,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
709
shares
|
$24,063
0.01% of portfolio
|
Q4 2022
Added 122.96%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
682
shares
|
$23,147
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
634
shares
|
$21,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
570
shares
|
$19,345
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
522
shares
|
$17,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
519
shares
|
$17,614
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
499
shares
|
$16,936
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
473
shares
|
$16,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
465
shares
|
$15,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
405
shares
|
$13,745
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
401
shares
|
$13,609
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|