Nuveen ESG Mid-Cap Value ETFNUMVETF

13F holders, Q2 2026 (June 30)
130holders −3
11new positions
11sold out
$43.50avg. 13F price*

At the end of Q2 2026, 130 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, down 3 from Q1 2026. 11 opened new positions and 11 sold out. The largest holders were Abacus Wealth Partners, LLC ($47.3M), Morgan Stanley ($45.8M) and Tiaa-Cref Individual & Institutional Services, LLC ($35.0M).

Company
Nuveen ESG Mid-Cap Value ETF
Filed as
NUSHARES ETF TR (Q2 2026)
CUSIP
67092P508
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 112Q1 2024Q2 2024: 115Q2 2024Q3 2024: 116Q3 2024Q4 2024: 126Q4 2024Q1 2025: 129Q1 2025Q2 2025: 126Q2 2025Q3 2025: 126Q3 2025Q4 2025: 127Q4 2025Q1 2026: 133Q1 2026Q2 2026: 130Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$3.2M
Exits11$2.7M

All 13F filers, Q1 2026 → Q2 2026: 325,888 shares bought and 620,403 shares sold, net −294,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Abacus Wealth Partners, LLC 4.97% Add +7.3% 1,086,988 $47.3M
Morgan Stanley 0.00% Reduce -26.1% 1,052,010 $45.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.12% Reduce -7.5% 804,525 $35.0M
Bank of New York Mellon Corp 0.00% Add +6.1% 624,036 $27.1M
Royal Bank of Canada 0.00% Add +0.5% 563,771 $24.5M
Raymond James Financial Inc. 0.00% Add +0.2% 388,216 $16.9M
Bank of America Corp. 0.00% Reduce -0.6% 284,146 $12.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Reduce -0.1% 266,948 $11.6M
UBS Group AG 0.00% Add +0.5% 266,019 $11.6M
Wells Fargo & Company 0.00% Add +4.9% 199,475 $8.7M
Jones Financial Companies LLLP 0.00% Add +12.7% 188,209 $8.2M
Commonwealth Equity Services, LLC 0.01% Add +4.0% 187,468 $8.2M
Envestnet Asset Management Inc. 0.00% Add +4.1% 184,442 $8.0M
Beacon Pointe Advisors, LLC 0.03% Reduce -0.7% 164,656 $7.2M
LPL Financial LLC 0.00% Reduce -1.1% 151,988 $6.6M
Rockefeller Capital Management L.P. 0.01% Reduce -0.1% 108,835 $4.7M
Creative Planning 0.00% Add +0.4% 101,067 $4.4M
&partners 0.02% Add +8.1% 99,159 $4.3M
Fiduciary Trust Co 0.04% No change 81,670 $3.6M
WCG Wealth Advisors LLC 0.07% Add +10.9% 63,618 $2.8M
JPMorgan Chase & Co. 0.00% Add +44.5% 50,806 $2.2M
Cetera Investment Advisers 0.00% Add +7.6% 47,195 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +2.2% 44,095 $1.9M
Canandaigua National Bank & Trust Co. 0.16% — 43,887 $1.9M
EP Wealth Advisors, LLC 0.01% New 42,020 $1.8M
Mariner, LLC 0.00% Reduce -8.4% 39,446 $1.7M
Regatta Capital Group, LLC 0.20% Add +1.2% 34,929 $1.5M
Invera Wealth Advisors, LLC 0.71% Reduce -47.4% 30,584 $1.3M
Cresset Asset Management, LLC 0.00% Add +1.3% 29,881 $1.3M
Revolve Wealth Partners, LLC 0.13% Reduce -0.2% 28,990 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.7% 27,436 $1.2M
Heritage Wealth Advisors 0.04% Add +0.2% 26,914 $1.2M
Tiaa Trust, National Association 0.07% No change 26,704 $1.2M
RTD Financial Advisors, Inc. 0.10% Reduce -0.2% 21,811 $949K
Farther Finance Advisors, LLC 0.01% Add +366.5% 21,776 $947K
Natixis Advisors, LLC 0.00% Add +28.7% 21,574 $938K
Lido Advisors, LLC 0.00% Add +57.9% 20,848 $907K
CENTRAL TRUST Co 0.02% Add +0.4% 20,515 $892K
MML Investors Services, LLC 0.00% Add +8.6% 20,309 $883K
Osaic Holdings, Inc. 0.00% Add +11.4% 19,900 $866K
Fingerlakes Wealth Management, Inc. 0.45% Add +0.0% 19,135 $832K
NewEdge Advisors, LLC 0.00% Add +0.3% 18,896 $822K
Carson Advisory Inc. 0.36% No change 18,070 $786K
Ameriprise Financial Inc. 0.00% Add +33.6% 18,034 $784K
Coldstream Capital Management Inc. 0.01% No change 18,007 $783K
Parkside Financial Bank & Trust 0.05% Reduce -7.9% 17,659 $768K
Stifel Financial Corp. 0.00% Add +0.5% 17,459 $759K
RVW Wealth, LLC 0.05% No change 17,113 $744K
Vicus Capital 0.05% Reduce -1.1% 16,903 $735K
SageView Advisory Group, LLC 0.02% No change 16,000 $696K
Goldman Sachs Group Inc. 0.00% Reduce -64.8% 15,874 $690K
Parallel Advisors, LLC 0.01% No change 14,636 $637K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.4% 14,282 $621K
Evergreen Capital Management LLC 0.01% Add +40.4% 13,052 $568K
Corient Private Wealth LP 0.00% No change 12,918 $562K
Commerce Bank 0.00% Reduce -0.4% 11,881 $517K
PFG Investments, LLC 0.02% No change 11,632 $506K
Stratos Investment Management, LLC 0.02% No change 11,450 $498K
Betterment LLC 0.00% Reduce -1.9% 11,211 $488K
Wealth Enhancement Advisory Services, LLC 0.00% Add +92.5% 10,906 $482K
Private Advisor Group, LLC 0.00% Reduce -14.3% 10,899 $474K
LexAurum Advisors, LLC 0.05% Add +4.5% 10,456 $455K
Trust Co 0.04% Reduce -4.8% 9,778 $425K
Cornerstone Financial Management LLC 0.34% Add +3.6% 9,724 $423K
Simmons Bank 0.02% Reduce -10.0% 9,582 $417K
Susquehanna International Group, LLP 0.00% Add +77.6% 9,281 $404K
Bragg Financial Advisors, Inc 0.01% No change 9,049 $394K
Assetmark, Inc. 0.00% Add +11.9% 8,886 $386K
CX Institutional 0.01% Reduce -0.4% 8,569 $373K
Focus Partners Wealth 0.00% Reduce -0.6% 8,253 $359K
Falcon Wealth Planning 0.02% Reduce -9.8% 7,959 $346K
First Manhattan Co. Llc. 0.00% No change 7,900 $344K
Private Wealth Management Group, LLC 0.07% Reduce -35.7% 6,897 $300K
Ipsen Advisor Group LLC 0.19% Add +3.0% 6,854 $298K
Dynamic Advisor Solutions LLC 0.01% Add +1.9% 6,814 $296K
McAdam, LLC 0.01% Reduce -8.8% 6,288 $273K
Summit Financial, LLC 0.00% No change 6,280 $273K
Thrivent Financial for Lutherans 0.00% Add +8.4% 5,879 $256K
Stage Harbor Financial, LLC 0.14% No change 5,755 $250K
Wealthcare Advisory Partners LLC 0.00% Reduce -2.3% 5,723 $249K
HighTower Advisors, LLC 0.00% Reduce -5.4% 5,415 $235K
Joel Adams & Associates, Inc. 0.15% Reduce -1.4% 5,353 $233K
RMG Wealth Management LLC 0.02% New 4,330 $229K
McClarren Financial Advisors, Inc. 0.12% New 5,235 $228K
Equitable Holdings, Inc. 0.00% New 5,159 $224K
VestGen Advisors, LLC 0.01% No change 5,073 $221K
Natural Investments, LLC 0.05% New 4,946 $215K
Blueline Advisors LLC 0.15% Reduce -0.5% 4,911 $214K
Institute for Wealth Management, LLC. 0.02% New 4,848 $211K
Legacy Edge Advisors, LLC 0.02% New 4,790 $208K
Harbour Investments, Inc. 0.00% Add +3.5% 3,503 $152K
Marshall Investment Management, LLC 0.05% Add +7.4% 2,791 $121K
Steward Partners Investment Advisory, LLC 0.00% Add +13.9% 2,772 $121K
Addison Advisors LLC 0.06% Reduce -86.2% 2,707 $118K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 2,220 $97K
Whittier Trust Co. 0.00% Reduce -7.3% 2,138 $94K
UMB Bank, n.a. 0.00% Reduce -7.6% 2,017 $88K
Greykasell Wealth Strategies, Inc. 0.03% No change 1,834 $80K
Abound Financial, LLC 0.03% Reduce -68.4% 1,711 $74K
AdvisorNet Financial, Inc 0.00% Add +149.5% 1,582 $69K

"% of holder's portfolio" is NUMV's weight in each manager's 13F, not the share of Nuveen ESG Mid-Cap Value ETF the manager owns.

Show all 130 holders