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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
9,042
shares
|
$347,574
0.03% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
8,996
shares
|
$345,806
0.14% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,611
shares
|
$331,006
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$327,662
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,346
shares
|
$320,820
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,980
shares
|
$306,751
0.0% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
7,870
shares
|
$302,522
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
7,752
shares
|
$297,986
0.1% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,319
shares
|
$281,342
0.0% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,285
shares
|
$280,035
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
7,119
shares
|
$273,654
0.0% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
6,914
shares
|
$265,774
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,899
shares
|
$265,197
0.01% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$260,392
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
6,774
shares
|
$260,392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
6,473
shares
|
$248,822
0.18% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
6,280
shares
|
$241,403
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
6,079
shares
|
$233,676
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,860
shares
|
$225,258
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,371
shares
|
$206,461
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,354
shares
|
$205,807
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,338
shares
|
$205,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,645
shares
|
$178,553
0.0% of portfolio
|
Q3 2025
Added 80.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,980
shares
|
$114,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,550
shares
|
$98,022
0.0% of portfolio
|
Q3 2025
Added 11.16%
|
|