Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q3 2024 (September 30)116holders +1
10new positions
8sold out
1famous investor
$36.84avg. 13F price*
At the end of Q3 2024, 116 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, up 1 from Q2 2024. 10 opened new positions and 8 sold out. The largest holders were Tiaa Trust, National Association ($49.0M), Morgan Stanley ($43.8M) and Abacus Wealth Partners, LLC ($31.9M). 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 (Q3 2024)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.6M |
| Exits | 8 | $2.9M |
All 13F filers, Q2 2024 → Q3 2024: 376,152 shares bought and 294,040 shares sold, net +82,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Tiaa Trust, National Association | 0.15% | Reduce -4.9% | 1,330,000 | $49.0M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 1,188,783 | $43.8M |
| Abacus Wealth Partners, LLC | 4.78% | Add +0.0% | 866,368 | $31.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 542,408 | $20.0M |
| Raymond James & Associates | 0.01% | Add +3.3% | 420,125 | $15.5M |
| LPL Financial LLC | 0.01% | Add +2.5% | 372,200 | $13.7M |
| Bank of America Corp. | 0.00% | Add +11.8% | 294,861 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +75.4% | 267,133 | $9.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Reduce -2.6% | 259,267 | $9.6M |
| UBS Group AG | 0.00% | Reduce -3.3% | 254,425 | $9.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +157.8% | 165,576 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +6.7% | 157,285 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.7% | 150,561 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 119,105 | $4.4M |
| Creative Planning | 0.00% | No change | 115,513 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 91,905 | $3.4M |
| Fiduciary Trust Co | 0.05% | No change | 89,246 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -2.6% | 83,621 | $3.1M |
| Lido Advisors, LLC | 0.02% | Reduce -8.1% | 79,547 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.0% | 67,152 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +20.5% | 65,554 | $2.4M |
| Invera Wealth Advisors, LLC | 2.37% | Reduce -4.0% | 64,224 | $2.4M |
| Canandaigua National Bank & Trust Co. | 0.22% | Add +0.2% | 61,724 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 56,521 | $2.1M |
| Morningstar Investment Services LLC | 0.02% | Reduce -5.3% | 44,981 | $1.7M |
| WCG Wealth Advisors LLC | 0.10% | Add +0.0% | 40,014 | $1.5M |
| Regatta Capital Group, LLC | 0.26% | Reduce -10.1% | 36,873 | $1.4M |
| Opes Wealth Management LLC | 0.22% | Add +3.3% | 31,255 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,280 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 27,503 | $1.0M |
| Heritage Wealth Advisors | 0.05% | Add +0.5% | 27,186 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 26,430 | $974K |
| Mariner, LLC | 0.00% | Add +35.2% | 26,342 | $970K |
| WealthShield Partners, LLC | 0.12% | Reduce -1.4% | 24,450 | $901K |
| Revolve Wealth Partners, LLC | 0.14% | Add +6.8% | 24,056 | $886K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.2% | 23,083 | $850K |
| RTD Financial Advisors, Inc. | 0.11% | Add +37.6% | 22,673 | $835K |
| Addison Advisors LLC | 0.21% | Add +5.3% | 20,967 | $772K |
| NewEdge Advisors, LLC | 0.00% | Add +20.2% | 20,452 | $753K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.3% | 20,371 | $750K |
| Carson Advisory Inc. | 0.45% | No change | 19,570 | $721K |
| Parkside Financial Bank & Trust | 0.10% | Reduce -5.8% | 19,471 | $717K |
| Fingerlakes Wealth Management, Inc. | 0.58% | Reduce -0.2% | 18,941 | $698K |
| RVW Wealth, LLC | 0.06% | Add +0.1% | 18,877 | $695K |
| Commerce Bank | 0.00% | Reduce -8.1% | 18,620 | $686K |
| Coldstream Capital Management Inc. | 0.01% | No change | 18,065 | $666K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 17,346 | $639K |
| Neumann Capital Management, LLC | 0.18% | No change | 14,810 | $546K |
| CENTRAL TRUST Co | 0.01% | Add +3.8% | 14,804 | $545K |
| Whittier Trust Co. | 0.01% | No change | 12,633 | $465K |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 12,256 | $452K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.0% | 12,158 | $448K |
| Mercer Global Advisors Inc. | 0.00% | No change | 12,037 | $440K |
| Evergreen Private Wealth LLC | 0.20% | Add +0.7% | 11,569 | $426K |
| Stratos Investment Management, LLC | 0.03% | No change | 11,450 | $422K |
| Simmons Bank | 0.03% | No change | 11,347 | $418K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 10,720 | $395K |
| LexAurum Advisors, LLC | 0.09% | New | 10,655 | $393K |
| Natixis Advisors, LLC | 0.00% | New | 10,534 | $388K |
| Trust Co | 0.04% | Add +4.9% | 9,930 | $366K |
| Falcon Wealth Planning | 0.04% | Add +5.2% | 9,828 | $362K |
| Private Wealth Management Group, LLC | 0.14% | Add +8.2% | 9,646 | $355K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.8% | 9,027 | $333K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.7% | 8,964 | $330K |
| Vicus Capital | 0.03% | Add +0.1% | 8,860 | $326K |
| Franklin Resources Inc. | 0.00% | No change | 8,750 | $323K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 8,346 | $307K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -2.4% | 8,263 | $304K |
| Stage Harbor Financial, LLC | 0.26% | Reduce -2.8% | 7,844 | $287K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 7,706 | $284K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.8% | 7,599 | $280K |
| Focus Partners Wealth | 0.00% | New | 7,263 | $268K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +214.4% | 7,245 | $267K |
| &partners | 0.01% | New | 7,136 | $263K |
| CX Institutional | 0.01% | Reduce -0.3% | 6,712 | $247K |
| MML Investors Services, LLC | 0.00% | Reduce -1.5% | 6,635 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -53.7% | 6,567 | $242K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.0% | 6,503 | $240K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.7% | 6,280 | $231K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,111 | $225K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.3% | 5,634 | $208K |
| Concord Wealth Partners | 0.03% | Reduce -27.3% | 5,587 | $206K |
| Citadel Advisors | 0.00% | Reduce -72.8% | 5,507 | $203K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +14539.4% | 4,831 | $177K |
| Comerica Bank | 0.00% | Add +23.1% | 3,615 | $133K |
| UMB Bank, n.a. | 0.00% | Reduce -38.1% | 3,561 | $131K |
| Bessemer Group Inc. | 0.00% | No change | 2,909 | $107K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,795 | $103K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,750 | $101K |
| Cwm, LLC | 0.00% | Reduce -7.0% | 2,255 | $83K |
| Principal Securities, Inc. | 0.00% | Add +32.3% | 1,924 | $71K |
| Ascentis Independent Advisors | 0.01% | New | 1,606 | $59K |
| Harbour Investments, Inc. | 0.00% | New | 1,411 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,200 | $44K |
| Private Trust Co. NA | 0.00% | No change | 870 | $32K |
| Urban Financial Advisory Corp | 0.01% | New | 670 | $25K |
| FMR LLC | 0.00% | Add +58.4% | 662 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 634 | $23K |
| Denver PWM, LLC | 0.01% | Add +2.4% | 560 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | New | 499 | $18K |
"% 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.