Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q2 2025 (June 30)126holders −3
4new positions
10sold out
1famous investor
$36.05avg. 13F price*
At the end of Q2 2025, 126 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, down 3 from Q1 2025. 4 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($52.8M), Tiaa Trust, National Association ($36.2M) and Abacus Wealth Partners, LLC ($32.5M). 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 2025)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 10 | $932K |
All 13F filers, Q1 2025 → Q2 2025: 250,353 shares bought and 408,647 shares sold, net −158,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Morgan Stanley | 0.00% | Add +2.1% | 1,463,546 | $52.8M |
| Tiaa Trust, National Association | 0.09% | Reduce -17.6% | 1,004,386 | $36.2M |
| Abacus Wealth Partners, LLC | 4.97% | Reduce -3.1% | 902,286 | $32.5M |
| LPL Financial LLC | 0.01% | Add +2.9% | 547,029 | $19.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 540,324 | $19.5M |
| Raymond James Financial Inc. | 0.01% | Add +3.9% | 538,787 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Add +9.5% | 446,116 | $16.1M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 303,998 | $11.0M |
| UBS Group AG | 0.00% | Add +4.6% | 278,749 | $10.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -0.2% | 256,110 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.8% | 150,875 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.7% | 139,271 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 136,996 | $4.9M |
| Creative Planning | 0.00% | No change | 108,300 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 100,714 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +9.4% | 96,611 | $3.5M |
| Fiduciary Trust Co | 0.04% | No change | 89,246 | $3.2M |
| Invera Wealth Advisors, LLC | 1.48% | Reduce -1.1% | 62,860 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.16% | Reduce -10.9% | 48,152 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -4.9% | 44,774 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +184.0% | 41,847 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -20.2% | 41,661 | $1.5M |
| Opes Wealth Management LLC | 0.24% | Add +0.4% | 38,115 | $1.4M |
| Regatta Capital Group, LLC | 0.22% | Reduce -3.2% | 36,010 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Add +0.7% | 35,710 | $1.3M |
| rebel Financial LLC | 0.49% | — | 29,542 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.1% | 29,298 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.7% | 28,713 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,280 | $1.0M |
| Revolve Wealth Partners, LLC | 0.13% | Add +2.0% | 27,485 | $991K |
| Cresset Asset Management, LLC | 0.00% | Add +3.0% | 26,494 | $955K |
| Mariner, LLC | 0.00% | No change | 26,120 | $942K |
| Heritage Wealth Advisors | 0.04% | Reduce -5.2% | 25,648 | $925K |
| RTD Financial Advisors, Inc. | 0.11% | Reduce -4.0% | 24,825 | $895K |
| Osaic Holdings, Inc. | 0.00% | Add +27.7% | 24,747 | $892K |
| WealthShield Partners, LLC | 0.10% | Reduce -25.8% | 22,427 | $808K |
| NewEdge Advisors, LLC | 0.00% | Add +10.6% | 20,040 | $722K |
| Addison Advisors LLC | 0.17% | Reduce -3.6% | 19,097 | $688K |
| Carson Advisory Inc. | 0.43% | No change | 18,970 | $684K |
| Parkside Financial Bank & Trust | 0.07% | No change | 18,962 | $684K |
| Fingerlakes Wealth Management, Inc. | 0.50% | Add +1.6% | 18,438 | $665K |
| Coldstream Capital Management Inc. | 0.01% | No change | 18,007 | $649K |
| RVW Wealth, LLC | 0.06% | Reduce -1.6% | 17,964 | $648K |
| &partners | 0.00% | No change | 17,566 | $633K |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 17,473 | $630K |
| JPMorgan Chase & Co. | 0.00% | Add +20.0% | 15,827 | $571K |
| Neumann Capital Management, LLC | 0.18% | No change | 15,560 | $561K |
| Commerce Bank | 0.00% | Reduce -11.3% | 15,030 | $542K |
| SageView Advisory Group, LLC | 0.02% | No change | 14,500 | $540K |
| Corient Private Wealth LP | 0.00% | Add +118.9% | 14,818 | $534K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +258.4% | 14,503 | $523K |
| Natixis Advisors, LLC | 0.00% | Add +11.2% | 13,723 | $495K |
| CENTRAL TRUST Co | 0.01% | Reduce -11.3% | 13,550 | $488K |
| Citadel Advisors | 0.00% | New | 13,446 | $485K |
| LexAurum Advisors, LLC | 0.07% | Add +0.3% | 12,721 | $459K |
| Whittier Trust Co. | 0.01% | No change | 12,433 | $448K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -77.8% | 12,057 | $435K |
| Lido Advisors, LLC | 0.00% | Reduce -59.7% | 11,762 | $424K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 11,615 | $419K |
| Stratos Investment Management, LLC | 0.02% | No change | 11,450 | $413K |
| Simmons Bank | 0.03% | Reduce -2.3% | 11,066 | $399K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 10,720 | $386K |
| Trust Co | 0.04% | Reduce -4.7% | 9,744 | $351K |
| Joel Adams & Associates, Inc. | 0.31% | New | 9,686 | $349K |
| Evergreen Private Wealth LLC | 0.15% | Reduce -16.4% | 9,677 | $349K |
| Vicus Capital | 0.03% | Add +0.7% | 9,643 | $348K |
| Cwm, LLC | 0.00% | Add +169.8% | 9,522 | $343K |
| Private Wealth Management Group, LLC | 0.11% | Add +1.4% | 9,491 | $342K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.7% | 9,325 | $336K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.9% | 9,246 | $333K |
| MML Investors Services, LLC | 0.00% | Add +34.1% | 8,916 | $321K |
| Bragg Financial Advisors, Inc | 0.01% | Add +4.2% | 8,611 | $310K |
| Focus Partners Wealth | 0.00% | No change | 8,253 | $298K |
| Betterment LLC | 0.00% | Add +25.7% | 8,225 | $297K |
| LongView Asset Management LLC | 0.22% | Reduce -11.4% | 8,032 | $290K |
| Abound Financial, LLC | 0.13% | Add +24.5% | 7,915 | $285K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | New | 7,852 | $283K |
| Equitable Holdings, Inc. | 0.00% | Add +18.7% | 7,660 | $276K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.4% | 7,482 | $275K |
| Falcon Wealth Planning | 0.03% | Add +10.2% | 7,269 | $262K |
| McAdam, LLC | 0.01% | Add +8.4% | 6,992 | $252K |
| VestGen Advisors, LLC | 0.01% | No change | 6,774 | $244K |
| Assetmark, Inc. | 0.00% | Add +108.4% | 6,680 | $241K |
| Flow Traders U.S. LLC | 0.01% | Reduce -28.6% | 6,589 | $238K |
| Greenup Street Wealth Management LLC | 0.04% | Add +4.1% | 6,540 | $236K |
| Stage Harbor Financial, LLC | 0.19% | Reduce -25.0% | 6,473 | $233K |
| CX Institutional | 0.01% | Reduce -5.2% | 6,447 | $232K |
| Signet Financial Management, LLC | 0.03% | No change | 6,280 | $226K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 5,860 | $211K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,980 | $107K |
| Bessemer Group Inc. | 0.00% | No change | 2,909 | $105K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,575 | $93K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 2,294 | $83K |
| UMB Bank, n.a. | 0.00% | Reduce -31.4% | 2,183 | $79K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 1,834 | $66K |
| Comerica Bank | 0.00% | Reduce -39.5% | 1,833 | $66K |
| Harbour Investments, Inc. | 0.00% | Add +20.5% | 1,829 | $66K |
| FMR LLC | 0.00% | Add +17.6% | 1,373 | $49K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,208 | $44K |
| Parallel Advisors, LLC | 0.00% | Add +19.3% | 1,018 | $37K |
"% 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.