Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q2 2024 (June 30)115holders +3
11new positions
8sold out
1famous investor
$33.03avg. 13F price*
At the end of Q2 2024, 115 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, up 3 from Q1 2024. 11 opened new positions and 8 sold out. The largest holders were Tiaa Trust, National Association ($46.2M), Morgan Stanley ($39.3M) and Abacus Wealth Partners, LLC ($28.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen ESG Mid-Cap Value ETF
- Filed as
- NUSHARES ETF TR (Q2 2024)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.8M |
| Exits | 8 | $2.7M |
All 13F filers, Q1 2024 → Q2 2024: 376,673 shares bought and 526,085 shares sold, net −149,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Tiaa Trust, National Association | 0.14% | Reduce -11.3% | 1,398,404 | $46.2M |
| Morgan Stanley | 0.00% | Reduce -9.9% | 1,191,119 | $39.3M |
| Abacus Wealth Partners, LLC | 4.74% | Add +1.3% | 866,329 | $28.6M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 566,657 | $18.7M |
| Raymond James & Associates | 0.01% | Add +5.8% | 406,844 | $13.4M |
| LPL Financial LLC | 0.01% | Add +12.0% | 362,996 | $12.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Reduce -4.0% | 266,280 | $8.8M |
| Bank of America Corp. | 0.00% | Add +6.7% | 263,868 | $8.7M |
| UBS Group AG | 0.00% | Reduce -8.6% | 262,988 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.1% | 153,210 | $5.1M |
| Bank of New York Mellon Corp | 0.00% | Add +19.3% | 152,283 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +19.3% | 147,433 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -6.8% | 118,205 | $3.9M |
| Creative Planning | 0.00% | Reduce -8.6% | 115,513 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 102,770 | $3.4M |
| Fiduciary Trust Co | 0.04% | Reduce -1.6% | 89,246 | $2.9M |
| Lido Advisors, LLC | 0.02% | Add +1.7% | 86,589 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -13.7% | 85,836 | $2.8M |
| Invera Wealth Advisors, LLC | 2.30% | Add +1.9% | 66,867 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +44.7% | 65,204 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +12.3% | 64,227 | $2.1M |
| Canandaigua National Bank & Trust Co. | 0.22% | New | 61,596 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 55,491 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 54,421 | $1.8M |
| Morningstar Investment Services LLC | 0.02% | Reduce -7.8% | 47,510 | $1.6M |
| Regatta Capital Group, LLC | 0.29% | Reduce -11.3% | 41,027 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Add +12.0% | 40,011 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +11.1% | 35,063 | $1.2M |
| Opes Wealth Management LLC | 0.21% | Add +4.5% | 30,255 | $999K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 28,575 | $944K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.3% | 28,321 | $935K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,280 | $934K |
| Heritage Wealth Advisors | 0.04% | Add +0.1% | 27,064 | $894K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 26,007 | $859K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.8% | 25,881 | $855K |
| Cresset Asset Management, LLC | 0.00% | Add +3.5% | 25,423 | $840K |
| WealthShield Partners, LLC | 0.12% | Add +1.2% | 24,803 | $819K |
| Revolve Wealth Partners, LLC | 0.12% | Add +14.5% | 22,528 | $744K |
| Parkside Financial Bank & Trust | 0.11% | No change | 20,672 | $683K |
| Commerce Bank | 0.00% | No change | 20,250 | $669K |
| Citadel Advisors | 0.00% | New | 20,211 | $668K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -1.8% | 19,982 | $660K |
| Addison Advisors LLC | 0.21% | Add +7.5% | 19,912 | $658K |
| Carson Advisory Inc. | 0.45% | Reduce -2.5% | 19,570 | $646K |
| Mariner, LLC | 0.00% | Add +45.6% | 19,486 | $644K |
| Fingerlakes Wealth Management, Inc. | 0.56% | Add +1.1% | 18,973 | $627K |
| RVW Wealth, LLC | 0.06% | Add +0.2% | 18,861 | $623K |
| Coldstream Capital Management Inc. | 0.01% | No change | 18,065 | $597K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 17,383 | $574K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 17,010 | $562K |
| RTD Financial Advisors, Inc. | 0.07% | Add +35.7% | 16,471 | $544K |
| Neumann Capital Management, LLC | 0.17% | Add +3.1% | 14,810 | $489K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.5% | 14,263 | $471K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -12.2% | 14,183 | $468K |
| Whittier Trust Co. | 0.01% | No change | 12,633 | $417K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 12,527 | $414K |
| Mercer Global Advisors Inc. | 0.00% | Add +83.2% | 12,037 | $398K |
| Evergreen Private Wealth LLC | 0.19% | Reduce -0.2% | 11,492 | $380K |
| Stratos Investment Management, LLC | 0.03% | No change | 11,450 | $378K |
| Simmons Bank | 0.03% | No change | 11,347 | $375K |
| JPMorgan Chase & Co. | 0.00% | Add +32.9% | 11,088 | $366K |
| Fifth Third Wealth Advisors LLC | 0.03% | No change | 10,720 | $354K |
| Trust Co | 0.04% | Reduce -5.0% | 9,464 | $313K |
| Falcon Wealth Planning | 0.04% | Add +2.1% | 9,342 | $309K |
| Evergreen Capital Management LLC | 0.01% | Add +0.8% | 9,214 | $304K |
| Private Wealth Management Group, LLC | 0.13% | Add +6.7% | 8,913 | $294K |
| Vicus Capital | 0.03% | Add +27.4% | 8,854 | $292K |
| Franklin Resources Inc. | 0.00% | No change | 8,750 | $289K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -1.8% | 8,467 | $280K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 8,346 | $276K |
| Avior Wealth Management, LLC | 0.01% | Reduce -51.3% | 8,246 | $272K |
| Stage Harbor Financial, LLC | 0.26% | Reduce -10.0% | 8,073 | $267K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,775 | $257K |
| Concord Wealth Partners | 0.04% | Reduce -11.7% | 7,684 | $254K |
| Stokes Family Office, LLC | 0.03% | No change | 7,175 | $237K |
| Relative Value Partners Group, LLC | 0.03% | New | 6,774 | $224K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 6,774 | $224K |
| CX Institutional | 0.01% | Reduce -1.0% | 6,729 | $222K |
| MML Investors Services, LLC | 0.00% | Add +0.0% | 6,734 | $222K |
| First Foundation Advisors | 0.01% | Reduce -13.2% | 6,538 | $216K |
| Concord Asset Management, LLC | 0.05% | Reduce -13.8% | 6,406 | $212K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,321 | $209K |
| Signet Financial Management, LLC | 0.03% | No change | 6,322 | $209K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.4% | 6,111 | $202K |
| Baird Financial Group, Inc. | 0.00% | New | 6,078 | $201K |
| UMB Bank, n.a. | 0.00% | Reduce -24.6% | 5,754 | $190K |
| Lindbrook Capital, LLC | 0.02% | New | 5,500 | $182K |
| Comerica Bank | 0.00% | Reduce -8.5% | 2,936 | $97K |
| Bessemer Group Inc. | 0.00% | No change | 2,909 | $96K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,750 | $90K |
| Cwm, LLC | 0.00% | No change | 2,424 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +57.1% | 2,304 | $76K |
| Principal Securities, Inc. | 0.00% | Reduce -3.3% | 1,454 | $48K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -16.3% | 1,200 | $40K |
| Private Trust Co. NA | 0.00% | No change | 870 | $29K |
| Citigroup Inc. | 0.00% | Add +121.8% | 843 | $28K |
| IAG Wealth Partners, LLC | 0.00% | New | 634 | $21K |
| Denver PWM, LLC | 0.01% | New | 547 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -18.8% | 436 | $14K |
| FMR LLC | 0.00% | Add +10.3% | 418 | $14K |
"% 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.