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

$45.78 -0.08 (-0.17%)
As of 08/14/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$31.33M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$11.28M
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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
7/7/2026 Canandaigua National Bank & Trust Co.43,887$1.91M0.2%N/A0.422%
6/3/2026 Parallel Advisors LLC14,636$567K0.0%+3.5%0.141%
6/3/2026 NewEdge Advisors LLC18,843$731K0.0%-2.8%0.181%
5/29/2026 Ipsen Advisor Group LLC6,652$258K0.2%+6.1%0.064%
5/19/2026Western Wealth Management LLC2,114$82K0.0%N/A0.020%
5/19/2026 NewEdge Advisors LLC16,250$630K0.0%-16.2%0.156%
5/19/2026Bank of America Corp DE285,944$11.09M0.0%-1.9%2.749%
5/18/2026Royal Bank of Canada561,111$21.75M0.0%+4.4%5.395%
5/14/2026 Lido Advisors LLC13,205$512K0.0%+15.6%0.127%
5/13/2026 Cetera Investment Advisers43,874$1.70M0.0%+7.6%0.422%
5/8/2026 PNC Financial Services Group Inc.43,164$1.67M0.0%+41.0%0.415%
5/7/2026 Carson Advisory Inc.18,070$701K0.4%-4.7%0.174%
5/7/2026 Parallel Advisors LLC14,636$567K0.0%+3.5%0.141%
5/6/2026 Assetmark Inc.7,938$308K0.0%+6.9%0.076%
5/5/2026 Bank of New York Mellon Corp588,034$22.80M0.0%+2.5%5.654%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management267,291$10.36M0.2%-1.7%2.570%
5/4/2026Abound Financial LLC5,418$210K0.1%-23.3%0.052%
5/1/2026 Fifth Third Bancorp1,251$48K0.0%N/A0.012%
5/1/2026 WealthShield Partners LLC23,484$910K0.1%+8.8%0.226%
4/28/2026 Whittier Trust Co.2,306$91K0.0%-76.5%0.022%
4/27/2026 PFG Investments LLC11,632$451K0.0%N/A0.112%
4/27/2026 Private Advisor Group LLC12,723$493K0.0%+10.6%0.122%
4/25/2026rebel Financial LLC29,769$1.15M0.5%+4.8%0.286%
4/23/2026 Vicus Capital17,083$662K0.0%-3.7%0.164%
4/20/2026 Joel Adams & Associates Inc.5,427$210K0.2%-26.2%0.052%
4/18/2026 CENTRAL TRUST Co20,436$792K0.0%+20.9%0.197%
4/17/2026 AdvisorNet Financial Inc634$25K0.0%+86.5%0.006%
3/17/2026 Rockefeller Capital Management L.P.99,946$3.91M0.0%+339.6%0.961%
2/18/2026Beacon Pointe Advisors LLC157,154$6.15M0.0%+4.4%1.511%
2/18/2026 NewEdge Advisors LLC19,395$758K0.0%-3.2%0.186%
2/18/2026 Stage Harbor Financial LLC5,755$225K0.2%-11.1%0.055%
2/18/2026First Manhattan CO. LLC.7,900$309K0.0%N/A0.076%
2/17/2026 Cetera Investment Advisers40,793$1.60M0.0%-25.4%0.392%
2/17/2026Osaic Holdings Inc.20,527$803K0.0%-16.0%0.197%
2/17/2026&PARTNERS60,120$2.35M0.0%+246.4%0.578%
2/17/2026Royal Bank of Canada537,508$21.02M0.0%+3.2%5.168%
2/17/2026Abound Financial LLC7,064$276K0.1%-10.2%0.068%
2/16/2026 MML Investors Services LLC20,390$797K0.0%+178.6%0.196%
2/16/2026 Mariner LLC37,939$1.48M0.0%+45.2%0.365%
2/16/2026 Cornerstone Financial Management LLC10,278$402K0.4%N/A0.099%
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2/13/2026 Commerce Bank12,937$506K0.0%-10.6%0.124%
2/13/2026 Morgan Stanley1,468,247$57.41M0.0%+1.0%14.118%
2/13/2026Heritage Wealth Advisors25,919$1.01M0.0%+1.0%0.249%
2/13/2026Wells Fargo & Company MN160,646$6.28M0.0%+15.6%1.545%
2/12/2026 Commonwealth Equity Services LLC165,771$6.48M0.0%+13.5%1.594%
2/11/2026 TIAA Trust National Association938,467$36.69M0.1%-2.0%9.024%
2/11/2026 LPL Financial LLC589,741$23.06M0.0%+1.9%5.671%
2/11/2026 Verus Capital Partners LLC5,275$206K0.0%N/A0.051%
2/10/2026 Lido Advisors LLC11,420$442K0.0%+5.1%0.110%
2/10/2026WCG Wealth Advisors LLC56,111$2.19M0.1%+406.3%0.540%
2/10/2026 Bank of New York Mellon Corp573,559$22.43M0.0%+24.1%5.515%
2/10/2026Natixis Advisors LLC18,017$704K0.0%+13.3%0.173%
2/10/2026 Blueline Advisors LLC1,857$73K0.1%N/A0.018%
2/10/2026 Northwestern Mutual Wealth Management Co.29,883$1.17M0.0%-1.0%0.287%
2/6/2026 Addison Advisors LLC19,359$757K0.2%+1.8%0.186%
2/6/2026 PNC Financial Services Group Inc.30,623$1.20M0.0%+3.7%0.294%
2/5/2026 Abacus Wealth Partners LLC988,370$38.65M3.8%+4.9%9.504%
2/5/2026 Fingerlakes Wealth Management Inc.18,967$742K0.5%+2.0%0.182%
2/3/2026 WealthShield Partners LLC21,582$844K0.1%-1.3%0.208%
2/2/2026 CENTRAL TRUST Co16,903$661K0.0%+22.2%0.163%
1/30/2026 Canandaigua National Bank & Trust Co.47,083$1.84M0.2%+1.0%0.453%
1/29/2026Comerica Bank1,357$53K0.0%-23.0%0.013%
1/29/2026 UBS Group AG262,616$10.27M0.0%-0.4%2.525%
1/27/2026 RTD Financial Advisors Inc.21,889$856K0.1%-9.2%0.210%
1/27/2026 Joel Adams & Associates Inc.7,357$288K0.2%-24.0%0.071%
1/27/2026 Institute for Wealth Management LLC.5,803$227K0.0%+8.4%0.056%
1/23/2026 Farther Finance Advisors LLC5,576$218K0.0%+20.0%0.054%
1/23/2026 Assetmark Inc.7,426$290K0.0%+4.3%0.071%
1/23/2026 Invera Wealth Advisors LLC59,513$2.33M1.5%-3.7%0.572%
1/23/2026 Private Wealth Management Group LLC10,496$410K0.1%+8.0%0.101%
1/22/2026 Vicus Capital17,743$694K0.1%-14.1%0.171%
1/20/2026 Revolve Wealth Partners LLC28,979$1.13M0.1%+4.4%0.279%
1/16/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management271,862$10.63M0.2%+3.0%2.614%
1/13/2026 Regatta Capital Group LLC31,769$1.24M0.2%-7.0%0.305%
1/12/2026 RVW Wealth LLC17,182$672K0.1%-4.4%0.165%
1/9/2026 Dynamic Advisor Solutions LLC11,023$431K0.0%-72.1%0.106%
1/8/2026 Wealth Enhancement Advisory Services LLC8,132$328K0.0%+11.6%0.078%
1/1/2026 JPMorgan Chase & Co.14,942$578K0.0%-5.6%0.144%
11/17/2025 Northwestern Mutual Wealth Management Co.30,182$1.17M0.0%+3.0%0.290%
11/17/2025 Lido Advisors LLC10,867$420K0.0%-7.6%0.104%
11/17/2025Citadel Advisors LLC27,985$1.08M0.0%+108.1%0.269%
11/17/2025Bank of America Corp DE295,519$11.43M0.0%-2.8%2.842%
11/17/2025Ameriprise Financial Inc.13,240$512K0.0%N/A0.127%
11/14/2025 Creative Planning100,999$3.91M0.0%-6.7%0.971%
11/14/2025Raymond James Financial Inc.569,185$22.02M0.0%+5.6%5.473%
11/14/2025Equitable Holdings Inc.7,980$309K0.0%+4.2%0.077%
11/14/2025 Fiduciary Trust Co81,670$3.16M0.0%-8.5%0.785%
11/14/2025WCG Wealth Advisors LLC11,083$429K0.0%-69.0%0.107%
11/13/2025 UBS Group AG263,781$10.21M0.0%-5.4%2.536%
11/13/2025 Private Advisor Group LLC11,229$434K0.0%+20.4%0.108%
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11/13/2025 Parallel Advisors LLC14,136$547K0.0%+1,288.6%0.136%
11/12/2025Cresset Asset Management LLC27,995$1.08M0.0%+5.3%0.269%
11/12/2025 Abacus Wealth Partners LLC942,418$36.46M5.2%+4.4%9.062%
11/12/2025 TIAA Trust National Association957,861$37.06M0.1%-4.6%9.210%
11/10/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management263,816$10.21M0.2%+3.0%2.537%
11/7/2025 JPMorgan Chase & Co.14,942$578K0.0%-5.6%0.144%
11/7/2025 PNC Financial Services Group Inc.29,517$1.14M0.0%+2.8%0.284%
11/6/2025 CENTRAL TRUST Co13,833$535K0.0%+2.1%0.133%
11/6/2025 Assetmark Inc.7,119$275K0.0%+6.6%0.068%
11/6/2025 LexAurum Advisors LLC10,374$401K0.1%-18.4%0.100%


NUMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of Nuveen ESG Mid-Cap Value ETF. The most heavily invested institutionals were Morgan Stanley ($57.41M), Abacus Wealth Partners LLC ($38.65M), TIAA Trust National Association ($36.69M), LPL Financial LLC ($23.06M), Bank of New York Mellon Corp ($22.80M), Raymond James Financial Inc. ($22.02M), and Royal Bank of Canada ($21.75M).Learn more on Nuveen ESG Mid-Cap Value ETF's institutional investors.

Of the 89 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: Raymond James Financial Inc. ($1.06M), Bank of New York Mellon Corp ($304.69K), LPL Financial LLC ($170.03K), Abacus Wealth Partners LLC ($150.74K), Thrivent Financial for Lutherans ($108.33K), Rockefeller Capital Management L.P. ($77.21K), and Royal Bank of Canada ($54.89K).

Institutional investors have bought a total of 799,452 shares in the last 24 months. This purchase volume represents approximately $31.33M in transactions.

Of the 34 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 ($65.92K), Thrivent Financial for Lutherans ($42.32K), Dynamic Advisor Solutions LLC ($30.64K), WCG Wealth Advisors LLC ($24.63K), UBS Group AG ($16.13K), Bank of America Corp DE ($14.11K), and Cetera Investment Advisers ($13.89K).

Institutional investors have sold a total of 293,632 shares in the last 24 months. This volume of shares sold represents approximately $11.28M in transactions.


Related Companies

Institutional ownership data for BATS:NUMV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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