Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q4 2024 (December 31)126holders +10
12new positions
6sold out
1famous investor
$34.84avg. 13F price*
At the end of Q4 2024, 126 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 6 sold out. The largest holders were Tiaa Trust, National Association ($44.1M), Morgan Stanley ($40.8M) and Abacus Wealth Partners, LLC ($31.6M). 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 (Q4 2024)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.6M |
| Exits | 6 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 284,985 shares bought and 232,606 shares sold, net +52,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Tiaa Trust, National Association | 0.13% | Reduce -4.8% | 1,266,248 | $44.1M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 1,170,827 | $40.8M |
| Abacus Wealth Partners, LLC | 4.73% | Add +4.9% | 909,082 | $31.6M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 556,954 | $19.4M |
| Raymond James Financial Inc. | 0.01% | — | 492,936 | $17.2M |
| LPL Financial LLC | 0.01% | Add +2.7% | 382,286 | $13.3M |
| Bank of New York Mellon Corp | 0.00% | Add +17.0% | 312,654 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 294,002 | $10.2M |
| UBS Group AG | 0.00% | Add +3.5% | 263,359 | $9.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Reduce -2.3% | 253,286 | $8.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.2% | 172,553 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.9% | 173,071 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -2.6% | 153,123 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 123,677 | $4.3M |
| Creative Planning | 0.00% | Reduce -4.8% | 109,988 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 97,052 | $3.4M |
| Fiduciary Trust Co | 0.04% | No change | 89,246 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +0.1% | 83,710 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +5.6% | 69,233 | $2.4M |
| Invera Wealth Advisors, LLC | 2.27% | Reduce -1.4% | 63,360 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.20% | Reduce -7.0% | 57,400 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 55,653 | $1.9M |
| WCG Wealth Advisors LLC | 0.09% | Add +1.8% | 40,735 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +524.6% | 40,617 | $1.4M |
| Regatta Capital Group, LLC | 0.26% | Add +4.1% | 38,380 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -57.6% | 33,708 | $1.2M |
| Opes Wealth Management LLC | 0.21% | Reduce -3.6% | 30,130 | $1.0M |
| WealthShield Partners, LLC | 0.15% | Add +20.8% | 29,546 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.5% | 29,472 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.7% | 29,074 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,280 | $984K |
| Heritage Wealth Advisors | 0.05% | Reduce -0.5% | 27,038 | $941K |
| Mariner, LLC | 0.00% | Reduce -0.8% | 26,120 | $909K |
| Cresset Asset Management, LLC | 0.00% | Add +7.6% | 24,840 | $865K |
| Revolve Wealth Partners, LLC | 0.12% | Add +0.9% | 24,282 | $845K |
| RTD Financial Advisors, Inc. | 0.10% | Add +0.8% | 22,845 | $795K |
| Osaic Holdings, Inc. | 0.00% | Add +11.2% | 22,643 | $788K |
| Addison Advisors LLC | 0.21% | Add +2.5% | 21,502 | $748K |
| NewEdge Advisors, LLC | 0.00% | Add +3.8% | 21,228 | $739K |
| Parkside Financial Bank & Trust | 0.09% | Add +1.3% | 19,725 | $687K |
| Carson Advisory Inc. | 0.47% | Reduce -0.5% | 19,470 | $678K |
| RVW Wealth, LLC | 0.06% | Add +0.6% | 18,994 | $661K |
| &partners | 0.01% | Add +160.7% | 18,604 | $652K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 18,007 | $627K |
| Fingerlakes Wealth Management, Inc. | 0.50% | Reduce -6.0% | 17,813 | $620K |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 17,085 | $595K |
| Commerce Bank | 0.00% | Reduce -8.6% | 17,020 | $592K |
| CENTRAL TRUST Co | 0.01% | Add +0.7% | 14,912 | $519K |
| Neumann Capital Management, LLC | 0.17% | Reduce -1.4% | 14,610 | $509K |
| SageView Advisory Group, LLC | 0.02% | New | 14,500 | $505K |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 12,792 | $445K |
| Whittier Trust Co. | 0.01% | No change | 12,633 | $440K |
| Natixis Advisors, LLC | 0.00% | Add +12.1% | 11,808 | $411K |
| Evergreen Private Wealth LLC | 0.19% | Add +0.1% | 11,583 | $403K |
| Stratos Investment Management, LLC | 0.02% | No change | 11,450 | $399K |
| Simmons Bank | 0.03% | Reduce -0.1% | 11,331 | $394K |
| LexAurum Advisors, LLC | 0.08% | Add +6.3% | 11,326 | $394K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 10,720 | $373K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.3% | 10,656 | $371K |
| Trust Co | 0.04% | Add +5.4% | 10,464 | $364K |
| Vicus Capital | 0.03% | Add +11.3% | 9,863 | $343K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 9,704 | $338K |
| LongView Asset Management LLC | 0.29% | — | 9,531 | $332K |
| Falcon Wealth Planning | 0.04% | Reduce -3.1% | 9,525 | $332K |
| Private Wealth Management Group, LLC | 0.12% | Reduce -3.0% | 9,361 | $326K |
| Evergreen Capital Management LLC | 0.01% | Add +0.5% | 9,012 | $314K |
| Greykasell Wealth Strategies, Inc. | 0.16% | — | 8,499 | $296K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.5% | 8,440 | $294K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 8,346 | $291K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 8,263 | $288K |
| Stage Harbor Financial, LLC | 0.24% | Add +2.1% | 8,009 | $279K |
| Abound Financial, LLC | 0.14% | — | 7,817 | $272K |
| Focus Partners Wealth | 0.00% | No change | 7,263 | $253K |
| Synergy Asset Management, LLC | 0.02% | New | 6,726 | $235K |
| Equitable Holdings, Inc. | 0.00% | New | 6,676 | $232K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 6,667 | $232K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -45.4% | 6,572 | $229K |
| Citadel Advisors | 0.00% | Add +18.7% | 6,537 | $228K |
| CX Institutional | 0.01% | Reduce -2.9% | 6,515 | $227K |
| Greenup Street Wealth Management LLC | 0.04% | New | 6,441 | $224K |
| Signet Financial Management, LLC | 0.03% | No change | 6,280 | $219K |
| Betterment LLC | 0.00% | New | 6,029 | $210K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.6% | 5,890 | $205K |
| Baird Financial Group, Inc. | 0.00% | Add +2.4% | 5,771 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.4% | 5,488 | $191K |
| Concord Wealth Partners | 0.03% | Reduce -7.8% | 5,153 | $179K |
| Avior Wealth Management, LLC | 0.01% | Reduce -33.0% | 5,093 | $177K |
| Marshall Investment Management, LLC | 0.10% | — | 4,784 | $176K |
| McClarren Financial Advisors, Inc. | 0.48% | Add +1.8% | 4,919 | $171K |
| Stonebridge Financial Group, LLC | 0.01% | — | 3,750 | $131K |
| Comerica Bank | 0.00% | Reduce -3.0% | 3,507 | $122K |
| Cwm, LLC | 0.00% | Add +54.4% | 3,482 | $121K |
| UMB Bank, n.a. | 0.00% | Reduce -3.5% | 3,437 | $120K |
| Assetmark, Inc. | 0.00% | New | 3,081 | $107K |
| Bessemer Group Inc. | 0.00% | No change | 2,909 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -70.4% | 2,147 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.3% | 2,000 | $70K |
| Private Trust Co. NA | 0.01% | Add +114.9% | 1,870 | $65K |
| Harbour Investments, Inc. | 0.00% | Add +10.1% | 1,553 | $54K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 1,208 | $42K |
"% 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.