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

$35.89 +0.87 (+2.48%)
As of 01:42 PM Eastern
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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)
57
Total
Institutional Inflows
(last 12 months)
$64.42M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$17.58M
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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
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%
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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%
2/17/2025Cetera Investment Advisers55,653$1.94M0.0%-1.5%0.551%
2/17/2025Citadel Advisors LLC6,537$228K0.0%+18.7%0.065%
2/17/2025Bank of America Corp DE294,002$10.23M0.0%-0.3%2.911%
2/14/2025Mercer Global Advisors Inc. ADV6,572$229K0.0%-45.4%0.065%
2/14/2025Lido Advisors LLC33,708$1.17M0.0%-57.6%0.334%
2/14/2025Beacon Pointe Advisors LLC153,123$5.33M0.1%-2.6%1.516%
2/14/2025Tower Research Capital LLC TRC5,488$191K0.0%-16.4%0.054%
2/14/2025Commerce Bank17,020$592K0.0%-8.6%0.169%
2/13/2025NewEdge Advisors LLC21,228$739K0.0%+3.8%0.210%
2/13/2025SageView Advisory Group LLC14,500$505K0.0%N/A0.144%
2/13/2025Raymond James Financial Inc.492,936$17.16M0.0%N/A4.881%
2/13/2025Envestnet Asset Management Inc.97,052$3.38M0.0%+5.6%0.961%
2/13/2025Wells Fargo & Company MN123,677$4.31M0.0%+3.8%1.225%
2/12/2025JPMorgan Chase & Co.12,792$445K0.0%+4.4%0.127%
2/11/2025TIAA Trust National Association1,266,248$44.08M0.1%-4.8%12.537%
2/11/2025LPL Financial LLC382,286$13.31M0.0%+2.7%3.785%
2/10/2025Thrivent Financial for Lutherans172,553$6.15M0.0%+4.2%1.708%
2/10/2025Natixis Advisors LLC11,808$411K0.0%+12.1%0.117%
2/10/2025Greykasell Wealth Strategies Inc.8,499$296K0.2%N/A0.084%
2/10/2025Commonwealth Equity Services LLC173,071$6.03M0.0%+15.0%1.714%
2/10/2025Farther Finance Advisors LLC2,000$70K0.0%-27.3%0.020%
2/7/2025PNC Financial Services Group Inc.29,472$1.03M0.0%+11.5%0.292%
2/6/2025Raymond James Financial Inc.492,936$17.16M0.0%N/A4.881%
2/6/2025Assetmark Inc.3,081$107K0.0%N/A0.031%
2/6/2025Steward Partners Investment Advisory LLC2,147$75K0.0%-70.4%0.021%
2/6/2025Jones Financial Companies Lllp69,233$2.41M0.0%+5.6%0.685%
2/5/2025US Bancorp DE884$31K0.0%N/A0.009%
2/5/2025Private Trust Co. NA1,870$65K0.0%+114.9%0.019%
2/4/2025Bank of New York Mellon Corp312,654$10.88M0.0%+17.0%3.096%
2/4/2025Addison Advisors LLC21,502$748K0.2%+2.6%0.213%
2/4/2025WealthShield Partners LLC29,546$1.03M0.1%+20.8%0.293%
2/4/2025Abound Financial LLC7,817$272K0.1%N/A0.077%
2/4/2025Marshall Investment Management LLC4,784$176K0.1%N/A0.047%
2/3/2025Invera Wealth Advisors LLC63,360$2.29M2.3%-1.3%0.627%
2/3/2025Private Advisor Group LLC10,656$371K0.0%-12.4%0.106%
2/3/2025Fingerlakes Wealth Management Inc.17,813$620K0.5%-6.0%0.176%
1/30/2025Opes Wealth Management LLC30,130$1.05M0.2%-3.6%0.298%
1/30/2025Principal Securities Inc.869$30K0.0%-54.8%0.009%
1/30/2025Vicus Capital9,863$343K0.0%+11.3%0.098%
1/29/2025Stonebridge Financial Group LLC3,750$131K0.0%N/A0.037%
1/27/2025Private Wealth Management Group LLC9,361$326K0.1%-3.0%0.093%
New Rule Hits in July — The Smart Money Already Moved (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
1/24/2025Concord Wealth Partners5,153$179K0.0%-7.8%0.051%
1/23/2025Synergy Asset Management LLC6,726$235K0.0%N/A0.067%
1/22/2025Falcon Wealth Planning9,525$332K0.0%-3.1%0.094%
1/22/2025Greenup Street Wealth Management LLC6,441$224K0.0%N/A0.064%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management253,286$8.82M0.2%-2.3%2.508%
1/21/2025Regatta Capital Group LLC38,380$1.34M0.3%+4.1%0.380%
1/21/2025LexAurum Advisors LLC11,326$394K0.1%+6.3%0.112%
1/17/2025Avior Wealth Management LLC5,093$177K0.0%-33.0%0.050%
1/16/2025Abacus Wealth Partners LLC909,082$31.65M4.7%+4.9%9.001%
1/6/2025Canandaigua National Bank & Trust Co.57,400$2.00M0.2%-7.0%0.568%
(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, 107 institutional investors and hedge funds held shares of Nuveen ESG Mid-Cap Value ETF. The most heavily invested institutionals were TIAA FSB ($73.23M), TIAA Trust National Association ($41.68M), Abacus Wealth Partners LLC ($31.85M), Royal Bank of Canada ($18.64M), LPL Financial LLC ($18.18M), Raymond James Financial Inc. ($17.73M), 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 86 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. ($1.01M), Abacus Wealth Partners LLC ($234.23K), Raymond James & Associates ($194.98K), LPL Financial LLC ($188.12K), Bank of New York Mellon Corp ($166.27K), 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 1,859,394 shares in the last 24 months. This purchase volume represents approximately $64.42M in transactions.

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

Of the 40 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 ($290.04K), Dynamic Advisor Solutions LLC ($47.40K), Lido Advisors LLC ($45.84K), Royal Bank of Canada ($12.18K), Creative Planning ($10.86K), Commonwealth Equity Services LLC ($9.90K), and Cetera Investment Advisers ($9.80K).

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

Institutional investors have sold a total of 518,196 shares in the last 24 months. This volume of shares sold represents approximately $17.58M in transactions.


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This page (BATS:NUMV) was last updated on 6/30/2025 by MarketBeat.com Staff
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