Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q1 2024 (March 31)112holders
$34.18avg. 13F price*
At the end of Q1 2024, 112 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings. The largest holders were Tiaa Trust, National Association ($53.9M), Morgan Stanley ($45.2M) and Abacus Wealth Partners, LLC ($29.2M).
- Company
- Nuveen ESG Mid-Cap Value ETF
- Filed as
- NUSHARES ETF TR (Q1 2024)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 10 | $2.9M |
Ownership 112 holders
| Tiaa Trust, National Association | 0.17% | Reduce -25.3% | 1,576,869 | $53.9M |
| Morgan Stanley | 0.00% | Add +2.7% | 1,321,524 | $45.2M |
| Abacus Wealth Partners, LLC | 4.90% | Add +0.4% | 854,917 | $29.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 517,455 | $17.7M |
| Raymond James & Associates | 0.01% | Add +7.6% | 384,411 | $13.1M |
| LPL Financial LLC | 0.01% | Add +1.4% | 324,192 | $11.1M |
| UBS Group AG | 0.00% | Reduce -0.6% | 287,719 | $9.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +3.5% | 277,516 | $9.5M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 247,354 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +19.6% | 163,113 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 127,626 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 126,775 | $4.3M |
| Creative Planning | 0.00% | Reduce -10.8% | 126,375 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +8.0% | 123,614 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.5% | 105,290 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +3.4% | 99,504 | $3.4M |
| Fiduciary Trust Co | 0.05% | No change | 90,651 | $3.1M |
| Lido Advisors, LLC | 0.03% | Add +74.1% | 85,152 | $2.9M |
| Invera Wealth Advisors, LLC | 1.79% | Add +4.2% | 65,600 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.1% | 57,167 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +15.8% | 55,837 | $1.9M |
| Morningstar Investment Services LLC | 0.02% | Reduce -63.2% | 51,542 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +16.9% | 48,607 | $1.7M |
| Regatta Capital Group, LLC | 0.36% | Reduce -53.5% | 46,244 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.8% | 45,054 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.7% | 37,907 | $1.3M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -0.5% | 35,719 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +2.1% | 34,868 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +21.4% | 31,549 | $1.1M |
| Opes Wealth Management LLC | 0.23% | Reduce -3.4% | 28,940 | $990K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 28,442 | $973K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 28,298 | $968K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,280 | $967K |
| Heritage Wealth Advisors | 0.04% | Add +4.5% | 27,034 | $925K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.5% | 24,558 | $840K |
| WealthShield Partners, LLC | 0.14% | Add +0.1% | 24,509 | $838K |
| Parkside Financial Bank & Trust | 0.11% | No change | 20,672 | $707K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.3% | 20,349 | $696K |
| Commerce Bank | 0.00% | Reduce -0.4% | 20,250 | $693K |
| Carson Advisory Inc. | 0.48% | Reduce -6.5% | 20,070 | $686K |
| Revolve Wealth Partners, LLC | 0.12% | Add +10.6% | 19,675 | $673K |
| RVW Wealth, LLC | 0.07% | Reduce -1.2% | 18,829 | $644K |
| Idaho Trust Co | 0.62% | New | 18,763 | $642K |
| Fingerlakes Wealth Management, Inc. | 0.62% | Add +9.0% | 18,763 | $642K |
| Addison Advisors LLC | 0.22% | Add +19.4% | 18,517 | $633K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +0.3% | 18,217 | $623K |
| Coldstream Capital Management Inc. | 0.02% | No change | 18,065 | $618K |
| Flow Traders U.S. LLC | 0.03% | New | 17,873 | $611K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 17,283 | $591K |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.9% | 17,197 | $588K |
| Avior Wealth Management, LLC | 0.03% | Add +9.2% | 16,931 | $579K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +18.0% | 16,156 | $553K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 15,451 | $528K |
| CENTRAL TRUST Co | 0.01% | Add +3.2% | 14,628 | $500K |
| Neumann Capital Management, LLC | 0.18% | Add +5.1% | 14,360 | $491K |
| Mariner, LLC | 0.00% | New | 13,379 | $458K |
| Whittier Trust Co. | 0.01% | No change | 12,633 | $432K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 12,260 | $419K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -2.6% | 12,140 | $415K |
| Evergreen Private Wealth LLC | 0.20% | Add +5.8% | 11,514 | $394K |
| Stratos Investment Management, LLC | 0.04% | No change | 11,450 | $392K |
| Simmons Bank | 0.03% | No change | 11,347 | $388K |
| Fifth Third Wealth Advisors LLC | 0.06% | New | 10,720 | $367K |
| Trust Co | 0.04% | Reduce -2.3% | 9,957 | $341K |
| Falcon Wealth Planning | 0.05% | Add +11.8% | 9,150 | $313K |
| Evergreen Capital Management LLC | 0.01% | Reduce -7.0% | 9,144 | $313K |
| Stage Harbor Financial, LLC | 0.28% | No change | 8,971 | $307K |
| Franklin Resources Inc. | 0.00% | No change | 8,750 | $299K |
| HighTower Advisors, LLC | 0.00% | Reduce -45.9% | 8,793 | $299K |
| Concord Wealth Partners | 0.05% | Reduce -14.0% | 8,706 | $298K |
| Bragg Financial Advisors, Inc | 0.01% | Add +1.7% | 8,624 | $295K |
| Private Wealth Management Group, LLC | 0.13% | Reduce -1.4% | 8,352 | $286K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 8,346 | $285K |
| JPMorgan Chase & Co. | 0.00% | No change | 8,346 | $285K |
| UMB Bank, n.a. | 0.00% | Reduce -6.7% | 7,634 | $261K |
| First Foundation Advisors | 0.01% | Reduce -25.3% | 7,536 | $258K |
| Concord Asset Management, LLC | 0.07% | Reduce -8.8% | 7,428 | $254K |
| Stokes Family Office, LLC | 0.03% | No change | 7,175 | $245K |
| Vicus Capital | 0.02% | Reduce -0.8% | 6,949 | $238K |
| CX Institutional | 0.01% | New | 6,796 | $232K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 6,774 | $232K |
| MML Investors Services, LLC | 0.00% | Reduce -3.3% | 6,731 | $230K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,572 | $225K |
| Signet Financial Management, LLC | 0.03% | New | 6,322 | $216K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,201 | $212K |
| McClarren Financial Advisors, Inc. | 0.12% | No change | 4,832 | $166K |
| Comerica Bank | 0.00% | Reduce -2.5% | 3,210 | $110K |
| Bessemer Group Inc. | 0.00% | No change | 2,909 | $99K |
| Farther Finance Advisors, LLC | 0.01% | Add +23.6% | 2,750 | $93K |
| Cwm, LLC | 0.00% | Add +7.5% | 2,424 | $83K |
| Principal Securities, Inc. | 0.00% | Add +19.8% | 1,504 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,467 | $50K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,434 | $49K |
| Private Trust Co. NA | 0.00% | No change | 870 | $30K |
| Retirement Group, LLC | 0.01% | No change | 709 | $24K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -51.5% | 537 | $18K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -7.5% | 530 | $18K |
| Crewe Advisors LLC | 0.00% | Add +3.3% | 411 | $14K |
| Citigroup Inc. | 0.00% | Reduce -20.8% | 380 | $13K |
| FMR LLC | 0.00% | Reduce -30.5% | 379 | $13K |
"% 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.