Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q1 2025 (March 31)129holders +3
10new positions
8sold out
$34.23avg. 13F price*
At the end of Q1 2025, 129 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, up 3 from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($49.0M), Tiaa Trust, National Association ($41.7M) and Abacus Wealth Partners, LLC ($31.9M).
- Company
- Nuveen ESG Mid-Cap Value ETF
- Filed as
- NUSHARES ETF TR (Q1 2025)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.0M |
| Exits | 8 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 653,683 shares bought and 344,048 shares sold, net +309,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Morgan Stanley | 0.00% | Add +22.4% | 1,432,975 | $49.0M |
| Tiaa Trust, National Association | 0.13% | Reduce -3.8% | 1,218,425 | $41.7M |
| Abacus Wealth Partners, LLC | 4.79% | Add +2.4% | 931,027 | $31.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 544,778 | $18.6M |
| LPL Financial LLC | 0.01% | Add +39.0% | 531,453 | $18.2M |
| Raymond James Financial Inc. | 0.01% | Add +5.2% | 518,363 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Add +30.3% | 407,372 | $13.9M |
| Bank of America Corp. | 0.00% | Add +3.4% | 304,039 | $10.4M |
| UBS Group AG | 0.00% | Add +1.2% | 266,544 | $9.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Add +1.4% | 256,703 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 170,973 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -8.4% | 140,226 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 128,003 | $4.4M |
| Creative Planning | 0.00% | Reduce -1.5% | 108,300 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 101,192 | $3.5M |
| Fiduciary Trust Co | 0.04% | No change | 89,246 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +27.6% | 88,345 | $3.0M |
| Invera Wealth Advisors, LLC | 1.41% | Add +0.3% | 63,582 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -68.5% | 54,375 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.18% | Reduce -5.8% | 54,041 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -37.6% | 52,196 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -15.4% | 47,069 | $1.6M |
| Opes Wealth Management LLC | 0.26% | Add +26.0% | 37,965 | $1.3M |
| Regatta Capital Group, LLC | 0.25% | Reduce -3.1% | 37,202 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -13.0% | 35,449 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Add +2.3% | 30,223 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 30,130 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -13.3% | 29,209 | $999K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,280 | $967K |
| Heritage Wealth Advisors | 0.05% | Add +0.0% | 27,046 | $925K |
| Revolve Wealth Partners, LLC | 0.13% | Add +10.9% | 26,940 | $922K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 26,141 | $894K |
| Mariner, LLC | 0.00% | No change | 26,120 | $894K |
| RTD Financial Advisors, Inc. | 0.12% | Add +13.2% | 25,855 | $885K |
| Cresset Asset Management, LLC | 0.00% | Add +3.5% | 25,710 | $880K |
| Addison Advisors LLC | 0.18% | Reduce -7.9% | 19,812 | $678K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 19,379 | $663K |
| Carson Advisory Inc. | 0.44% | Reduce -2.6% | 18,970 | $649K |
| Parkside Financial Bank & Trust | 0.08% | Reduce -3.9% | 18,962 | $649K |
| RVW Wealth, LLC | 0.06% | Reduce -3.9% | 18,247 | $624K |
| Fingerlakes Wealth Management, Inc. | 0.53% | Add +1.8% | 18,138 | $621K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.6% | 18,121 | $620K |
| Coldstream Capital Management Inc. | 0.01% | No change | 18,007 | $616K |
| &partners | 0.01% | Reduce -5.6% | 17,566 | $596K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 17,095 | $585K |
| Commerce Bank | 0.00% | Reduce -0.5% | 16,935 | $579K |
| Neumann Capital Management, LLC | 0.18% | Add +6.5% | 15,560 | $532K |
| CENTRAL TRUST Co | 0.01% | Add +2.4% | 15,271 | $522K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.7% | 14,736 | $504K |
| SageView Advisory Group, LLC | 0.02% | No change | 14,500 | $496K |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 13,192 | $451K |
| LexAurum Advisors, LLC | 0.08% | Add +12.0% | 12,681 | $434K |
| Whittier Trust Co. | 0.01% | Reduce -1.6% | 12,433 | $425K |
| Natixis Advisors, LLC | 0.00% | Add +4.5% | 12,341 | $422K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.9% | 11,733 | $401K |
| Evergreen Private Wealth LLC | 0.19% | Reduce -0.1% | 11,576 | $396K |
| Stratos Investment Management, LLC | 0.02% | No change | 11,450 | $392K |
| Simmons Bank | 0.03% | No change | 11,331 | $388K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 10,720 | $367K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.1% | 10,329 | $353K |
| Trust Co | 0.04% | Reduce -2.3% | 10,222 | $350K |
| Vicus Capital | 0.03% | Reduce -2.9% | 9,573 | $327K |
| Evergreen Capital Management LLC | 0.01% | Add +5.7% | 9,521 | $326K |
| Private Wealth Management Group, LLC | 0.12% | Add +0.0% | 9,362 | $320K |
| Flow Traders U.S. LLC | 0.01% | New | 9,222 | $315K |
| LongView Asset Management LLC | 0.27% | Reduce -4.9% | 9,067 | $310K |
| Stage Harbor Financial, LLC | 0.25% | Add +7.8% | 8,633 | $295K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 8,263 | $283K |
| Focus Partners Wealth | 0.00% | Add +13.6% | 8,253 | $282K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.3% | 7,744 | $265K |
| CX Institutional | 0.01% | Add +4.4% | 6,801 | $233K |
| Roberts Financial Services LLC | 0.05% | New | 6,800 | $233K |
| VestGen Advisors, LLC | 0.01% | — | 6,774 | $232K |
| Corient Private Wealth LP | 0.00% | New | 6,770 | $232K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 6,650 | $227K |
| Falcon Wealth Planning | 0.03% | Reduce -30.7% | 6,598 | $226K |
| Mercer Global Advisors Inc. | 0.00% | No change | 6,572 | $225K |
| Betterment LLC | 0.00% | Add +8.6% | 6,545 | $224K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.3% | 6,454 | $221K |
| McAdam, LLC | 0.01% | New | 6,448 | $221K |
| Abound Financial, LLC | 0.11% | Reduce -18.7% | 6,356 | $217K |
| Greenup Street Wealth Management LLC | 0.04% | Reduce -2.5% | 6,282 | $215K |
| Signet Financial Management, LLC | 0.03% | No change | 6,280 | $215K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.5% | 5,860 | $200K |
| McClarren Financial Advisors, Inc. | 0.11% | No change | 4,919 | $168K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.3% | 4,046 | $138K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -4.7% | 3,575 | $122K |
| Cwm, LLC | 0.00% | Add +1.4% | 3,529 | $121K |
| Concord Wealth Partners | 0.02% | Reduce -33.4% | 3,434 | $117K |
| Assetmark, Inc. | 0.00% | Add +4.1% | 3,206 | $110K |
| UMB Bank, n.a. | 0.00% | Reduce -7.5% | 3,181 | $109K |
| Comerica Bank | 0.00% | Reduce -13.5% | 3,032 | $104K |
| Bessemer Group Inc. | 0.00% | No change | 2,909 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.8% | 2,575 | $88K |
| Marshall Investment Management, LLC | 0.05% | Reduce -50.1% | 2,389 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.6% | 2,225 | $76K |
| Private Trust Co. NA | 0.01% | No change | 1,870 | $64K |
| Greykasell Wealth Strategies, Inc. | 0.03% | Reduce -78.4% | 1,834 | $63K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.3% | 1,518 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,208 | $41K |
"% 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.