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Nuveen ESG Mid-Cap Value ETF (NUMV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Nuveen ESG Mid-Cap Value ETF (BATS:NUMV)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$64.88M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$22.83M
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NUMV Institutional Buying and Selling by Quarter

Nuveen ESG Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025RTD Financial Advisors Inc.24,115$933K0.1%-2.9%0.232%
10/14/2025Revolve Wealth Partners LLC27,764$1.07M0.1%+1.0%0.267%
10/14/2025Farther Finance Advisors LLC4,645$180K0.0%+80.4%0.045%
10/10/2025 Falcon Wealth Planning9,042$350K0.0%+24.4%0.087%
10/9/2025 Dynamic Advisor Solutions LLC39,524$1.53M0.0%-5.1%0.380%
10/7/2025 Canandaigua National Bank & Trust Co.46,613$1.80M0.2%-3.2%0.448%
9/26/2025Corient Private Wealth LLC14,818$534K0.0%+118.9%0.142%
9/4/2025Osaic Holdings Inc.24,747$892K0.0%+27.7%0.238%
8/26/2025Thrivent Financial for Lutherans12,057$435K0.0%-77.8%0.116%
8/16/2025Evergreen Capital Management LLC9,246$333K0.0%-2.9%0.089%
8/15/2025Tower Research Capital LLC TRC 14,503$523K0.0%+258.5%0.139%
8/15/2025Corient Private Wealth LLC14,818$534K0.0%+118.9%0.142%
8/15/2025EP Wealth Advisors LLC2,980$107K0.0%N/A0.029%
8/14/2025Raymond James Financial Inc.538,787$19.42M0.0%+3.9%5.181%
8/14/2025NewEdge Advisors LLC20,040$722K0.0%+10.6%0.193%
8/13/2025Flow Traders U.S. LLC6,589$238K0.0%-28.6%0.063%
8/13/2025Cresset Asset Management LLC26,583$958K0.0%+3.4%0.256%
8/13/2025Beacon Pointe Advisors LLC139,271$5.02M0.1%-0.7%1.339%
8/13/2025Lido Advisors LLC11,762$424K0.0%-59.7%0.113%
8/13/2025Northwestern Mutual Wealth Management Co.29,298$1.06M0.0%+12.1%0.282%
8/12/2025JPMorgan Chase & Co.15,827$571K0.0%+20.0%0.152%
8/11/2025Heritage Wealth Advisors25,648$925K0.0%-5.2%0.247%
8/8/2025Cetera Investment Advisers44,774$1.61M0.0%-4.9%0.431%
8/8/2025WealthShield Partners LLC22,427$808K0.1%-25.8%0.216%
8/8/2025PNC Financial Services Group Inc.28,713$1.04M0.0%-4.7%0.276%
8/7/2025CENTRAL TRUST Co13,550$488K0.0%-11.3%0.130%
8/7/2025Addison Advisors LLC19,097$688K0.2%-3.6%0.184%
8/5/2025Bank of New York Mellon Corp446,116$16.08M0.0%+9.5%4.290%
8/5/2025TIAA Trust National Association1,004,386$36.21M0.1%-17.6%9.658%
8/4/2025Assetmark Inc.6,680$241K0.0%+108.4%0.064%
8/1/2025Envestnet Asset Management Inc.100,714$3.63M0.0%-0.5%0.968%
7/30/2025Fingerlakes Wealth Management Inc.18,438$665K0.5%+1.7%0.177%
7/28/2025Harbour Investments Inc.1,829$66K0.0%+20.5%0.018%
7/28/2025Revolve Wealth Partners LLC27,485$991K0.1%+2.0%0.264%
7/25/2025Concord Wealth Partners821$30K0.0%-76.1%0.008%
7/25/2025Joel Adams & Associates Inc.9,686$349K0.3%N/A0.093%
7/25/2025CWM LLC9,522$343K0.0%+169.8%0.092%
7/24/2025rebel Financial LLC29,542$1.07M0.5%N/A0.284%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management256,110$9.23M0.2%-0.2%2.463%
7/16/2025 Falcon Wealth Planning7,269$262K0.0%+10.2%0.070%
7/16/2025Evergreen Private Wealth LLC9,677$349K0.1%-16.4%0.093%
7/16/2025CX Institutional6,447$232K0.0%-5.2%0.062%
7/15/2025McAdam LLC6,992$252K0.0%+8.4%0.067%
7/15/2025Regatta Capital Group LLC36,010$1.30M0.2%-3.2%0.346%
7/15/2025RVW Wealth LLC17,964$648K0.1%-1.6%0.173%
7/15/2025RTD Financial Advisors Inc.24,825$895K0.1%-4.0%0.239%
7/14/2025Abacus Wealth Partners LLC902,286$32.53M5.0%-3.1%8.676%
7/11/2025CX Institutional6,447$232K0.0%-5.2%0.062%
7/11/2025UMB Bank n.a.2,183$79K0.0%-31.4%0.021%
7/9/2025 Dynamic Advisor Solutions LLC41,661$1.50M0.0%-20.2%0.401%
7/8/2025 Canandaigua National Bank & Trust Co.48,152$1.74M0.2%-10.9%0.463%
5/21/2025McAdam LLC6,448$221K0.0%N/A0.061%
5/20/2025Focus Partners Wealth8,253$282K0.0%+13.6%0.079%
5/16/2025Jones Financial Companies Lllp66,335$2.25M0.0%-4.2%0.632%
5/16/2025NewEdge Advisors LLC18,121$620K0.0%-14.6%0.173%
5/15/2025Royal Bank of Canada544,778$18.64M0.0%-2.2%5.188%
5/15/2025Evergreen Capital Management LLC9,521$326K0.0%+5.6%0.091%
5/14/2025WCG Wealth Advisors LLC35,449$1.21M0.1%-13.0%0.338%
5/14/2025Comerica Bank3,032$104K0.0%-13.5%0.029%
5/14/2025Northwestern Mutual Wealth Management Co.26,141$894K0.0%-10.1%0.249%
5/13/2025Raymond James Financial Inc.518,363$17.73M0.0%+5.2%4.937%
5/13/2025Cresset Asset Management LLC25,710$880K0.0%+3.5%0.245%
5/9/2025Greykasell Wealth Strategies Inc.1,834$63K0.0%-78.4%0.017%
5/9/2025WealthShield Partners LLC30,223$1.03M0.1%+2.3%0.288%
5/9/2025PNC Financial Services Group Inc.30,130$1.03M0.0%+2.2%0.287%
5/8/2025TIAA Trust National Association1,218,425$41.68M0.1%-3.8%11.604%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management256,703$8.78M0.2%+1.3%2.445%
5/8/2025Abacus Wealth Partners LLC931,027$31.85M4.8%+2.4%8.867%
5/8/2025RVW Wealth LLC18,247$624K0.1%-3.9%0.174%
5/8/2025Natixis Advisors LLC12,341$422K0.0%+4.5%0.118%
5/8/2025Marshall Investment Management LLC2,389$82K0.1%-50.1%0.023%
5/7/2025LPL Financial LLC531,453$18.18M0.0%+39.0%5.061%
5/6/2025Cetera Investment Advisers47,069$1.61M0.0%-15.4%0.448%
5/6/2025Opes Wealth Management LLC37,965$1.30M0.3%+26.0%0.362%
5/5/2025Private Advisor Group LLC10,329$353K0.0%-3.1%0.097%
5/2/2025Carson Advisory Inc.18,970$649K0.4%-2.6%0.179%
5/2/2025Concord Wealth Partners3,434$117K0.0%-33.4%0.032%
5/1/2025Fingerlakes Wealth Management Inc.18,138$621K0.5%+1.8%0.171%
4/30/2025Abound Financial LLC6,356$217K0.1%-18.7%0.060%
4/29/2025Envestnet Asset Management Inc.101,192$3.46M0.0%+4.3%0.955%
4/29/2025Stage Harbor Financial LLC8,633$295K0.2%+7.8%0.081%
4/29/2025Bank of New York Mellon Corp407,372$13.94M0.0%+30.3%3.843%
4/25/2025Canandaigua National Bank & Trust Co.54,041$1.85M0.2%-5.9%0.510%
4/24/2025Falcon Wealth Planning6,598$226K0.0%-30.7%0.062%
4/22/2025Cambridge Investment Research Advisors Inc.11,733$401K0.0%+20.9%0.111%
4/22/2025ERTS Wealth Advisors LLC6,800$233K0.0%N/A0.064%
4/18/2025CENTRAL TRUST Co15,271$522K0.0%+2.4%0.144%
4/17/2025Dynamic Advisor Solutions LLC52,196$1.79M0.1%-37.6%0.492%
4/16/2025Wealth Enhancement Advisory Services LLC7,744$265K0.0%-8.2%0.073%
4/16/2025RTD Financial Advisors Inc.25,855$885K0.1%+13.2%0.244%
4/16/2025Neumann Capital Management LLC15,560$532K0.2%+6.5%0.147%
4/14/2025Regatta Capital Group LLC37,202$1.27M0.2%-3.1%0.351%
4/14/2025Farther Finance Advisors LLC2,575$88K0.0%+28.8%0.024%
4/14/2025Revolve Wealth Partners LLC26,940$922K0.1%+10.9%0.254%
4/14/2025LexAurum Advisors LLC12,681$434K0.1%+12.0%0.120%
4/8/2025Parallel Advisors LLC853$29K0.0%N/A0.008%
3/17/2025Wealth Enhancement Advisory Services LLC8,440$294K0.0%+9.5%0.083%
2/19/2025WCG Wealth Advisors LLC40,735$1.42M0.1%+1.8%0.403%
2/17/2025Royal Bank of Canada556,954$19.39M0.0%+2.7%5.514%
2/17/2025Cresset Asset Management LLC24,840$865K0.0%+7.6%0.246%
(Data available from 1/1/2016 forward)

NUMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUMV shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Nuveen ESG Mid-Cap Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($36.21M), Abacus Wealth Partners LLC ($32.53M), Raymond James Financial Inc. ($19.42M), Royal Bank of Canada ($18.64M), LPL Financial LLC ($18.18M), Bank of New York Mellon Corp ($16.08M), and Raymond James & Associates ($15.48M).Learn more on Nuveen ESG Mid-Cap Value ETF's institutional investors.

Which institutional investors have been buying Nuveen ESG Mid-Cap Value ETF's stock?

Of the 85 institutional investors that purchased Nuveen ESG Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($2.39M), Raymond James Financial Inc. ($1.03M), Bank of New York Mellon Corp ($205.02K), LPL Financial LLC ($174.79K), Raymond James & Associates ($145.04K), Abacus Wealth Partners LLC ($140.38K), and Thrivent Financial for Lutherans ($115.39K).

How much institutional buying is happening at Nuveen ESG Mid-Cap Value ETF?

Institutional investors have bought a total of 1,859,185 shares in the last 24 months. This purchase volume represents approximately $64.88M in transactions.

Which of Nuveen ESG Mid-Cap Value ETF's major shareholders have been selling company stock?

Of the 49 institutional investors that sold Nuveen ESG Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($325.61K), Lido Advisors LLC ($63.29K), Dynamic Advisor Solutions LLC ($44.19K), Thrivent Financial for Lutherans ($42.32K), Abacus Wealth Partners LLC ($28.74K), Canandaigua National Bank & Trust Co. ($15.11K), and Royal Bank of Canada ($12.18K).

How much institutional selling is happening at Nuveen ESG Mid-Cap Value ETF?

Institutional investors have sold a total of 647,000 shares in the last 24 months. This volume of shares sold represents approximately $22.83M in transactions.


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This page (BATS:NUMV) was last updated on 10/14/2025 by MarketBeat.com Staff
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