Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q3 2025 (September 30)126holders
10new positions
8sold out
1famous investor
$38.81avg. 13F price*
At the end of Q3 2025, 126 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, unchanged from Q2 2025. 10 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($56.2M), Tiaa Trust, National Association ($37.1M) and Abacus Wealth Partners, LLC ($36.5M). 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 (Q3 2025)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.1M |
| Exits | 8 | $3.3M |
All 13F filers, Q2 2025 → Q3 2025: 282,896 shares bought and 302,687 shares sold, net −19,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 1,453,087 | $56.2M |
| Tiaa Trust, National Association | 0.09% | Reduce -4.6% | 957,861 | $37.1M |
| Abacus Wealth Partners, LLC | 5.24% | Add +4.5% | 942,418 | $36.5M |
| LPL Financial LLC | 0.01% | Add +5.8% | 578,960 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Add +5.6% | 569,185 | $22.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 520,763 | $20.1M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 462,327 | $17.9M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 295,519 | $11.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Add +3.0% | 263,816 | $10.2M |
| UBS Group AG | 0.00% | Reduce -5.4% | 263,781 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +8.1% | 150,570 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.2% | 146,011 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 138,949 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 114,430 | $4.4M |
| Creative Planning | 0.00% | Reduce -6.7% | 100,999 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 91,351 | $3.5M |
| Fiduciary Trust Co | 0.04% | Reduce -8.5% | 81,670 | $3.2M |
| Invera Wealth Advisors, LLC | 1.47% | Reduce -1.7% | 61,796 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +22.1% | 54,687 | $2.1M |
| Canandaigua National Bank & Trust Co. | 0.16% | Reduce -3.2% | 46,613 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -5.1% | 39,524 | $1.5M |
| Opes Wealth Management LLC | 0.26% | No change | 38,115 | $1.5M |
| Regatta Capital Group, LLC | 0.21% | Reduce -5.1% | 34,168 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 30,182 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 29,517 | $1.1M |
| Citadel Advisors | 0.00% | Add +108.1% | 27,985 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +5.3% | 27,906 | $1.1M |
| Revolve Wealth Partners, LLC | 0.13% | Add +1.0% | 27,764 | $1.1M |
| Mariner, LLC | 0.00% | No change | 26,120 | $1.0M |
| Heritage Wealth Advisors | 0.04% | Add +0.1% | 25,665 | $993K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 24,431 | $939K |
| RTD Financial Advisors, Inc. | 0.11% | Reduce -2.9% | 24,115 | $933K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.6% | 22,736 | $880K |
| WealthShield Partners, LLC | 0.10% | Reduce -2.5% | 21,863 | $846K |
| Vicus Capital | 0.06% | Add +114.1% | 20,649 | $799K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 20,041 | $775K |
| Addison Advisors LLC | 0.17% | Reduce -0.5% | 19,010 | $735K |
| Carson Advisory Inc. | 0.40% | No change | 18,970 | $734K |
| Parkside Financial Bank & Trust | 0.06% | No change | 18,962 | $734K |
| Summit Wealth Group LLC / Co. | 0.08% | New | 21,190 | $724K |
| Fingerlakes Wealth Management, Inc. | 0.47% | Add +0.9% | 18,596 | $719K |
| Coldstream Capital Management Inc. | 0.01% | No change | 18,007 | $697K |
| RVW Wealth, LLC | 0.05% | No change | 17,964 | $695K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 17,376 | $672K |
| &partners | 0.00% | Reduce -1.2% | 17,356 | $671K |
| Neumann Capital Management, LLC | 0.18% | Add +2.4% | 15,930 | $616K |
| Natixis Advisors, LLC | 0.00% | Add +15.8% | 15,897 | $615K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 14,942 | $578K |
| SageView Advisory Group, LLC | 0.02% | No change | 14,500 | $561K |
| Commerce Bank | 0.00% | Reduce -3.7% | 14,473 | $560K |
| Parallel Advisors, LLC | 0.01% | Add +1288.6% | 14,136 | $547K |
| CENTRAL TRUST Co | 0.01% | Add +2.1% | 13,833 | $535K |
| Ameriprise Financial Inc. | 0.00% | New | 13,240 | $512K |
| Corient Private Wealth LP | 0.00% | Reduce -12.8% | 12,918 | $500K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 11,527 | $446K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +7.4% | 11,510 | $445K |
| Stratos Investment Management, LLC | 0.02% | No change | 11,450 | $443K |
| Betterment LLC | 0.00% | Add +38.6% | 11,401 | $441K |
| Private Advisor Group, LLC | 0.00% | Add +20.4% | 11,229 | $434K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -69.0% | 11,083 | $429K |
| Lido Advisors, LLC | 0.00% | Reduce -7.6% | 10,867 | $420K |
| Trust Co | 0.04% | Add +10.7% | 10,787 | $417K |
| Simmons Bank | 0.03% | Reduce -3.8% | 10,644 | $412K |
| LexAurum Advisors, LLC | 0.06% | Reduce -18.4% | 10,374 | $401K |
| Whittier Trust Co. | 0.00% | Reduce -21.1% | 9,806 | $382K |
| Private Wealth Management Group, LLC | 0.10% | Add +2.4% | 9,719 | $376K |
| Joel Adams & Associates, Inc. | 0.30% | No change | 9,686 | $375K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 9,422 | $365K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.7% | 9,186 | $355K |
| Falcon Wealth Planning | 0.03% | Add +24.4% | 9,042 | $350K |
| Evergreen Private Wealth LLC | 0.14% | Reduce -7.0% | 8,996 | $348K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 8,611 | $333K |
| Focus Partners Wealth | 0.00% | No change | 8,253 | $319K |
| Equitable Holdings, Inc. | 0.00% | Add +4.2% | 7,980 | $309K |
| Abound Financial, LLC | 0.12% | Reduce -0.6% | 7,870 | $304K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | Reduce -1.3% | 7,752 | $299K |
| MML Investors Services, LLC | 0.00% | Reduce -17.9% | 7,319 | $283K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.6% | 7,285 | $282K |
| Assetmark, Inc. | 0.00% | Add +6.6% | 7,119 | $275K |
| McAdam, LLC | 0.01% | Reduce -1.1% | 6,914 | $268K |
| CX Institutional | 0.01% | Add +7.0% | 6,899 | $267K |
| VestGen Advisors, LLC | 0.01% | No change | 6,774 | $262K |
| Stage Harbor Financial, LLC | 0.18% | No change | 6,473 | $250K |
| Signet Financial Management, LLC | 0.03% | No change | 6,280 | $243K |
| Ipsen Advisor Group LLC | 0.17% | New | 6,079 | $235K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 5,860 | $227K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,371 | $208K |
| Institute for Wealth Management, LLC. | 0.02% | New | 5,354 | $207K |
| HighTower Advisors, LLC | 0.00% | New | 5,338 | $206K |
| Farther Finance Advisors, LLC | 0.00% | Add +80.4% | 4,645 | $180K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.2% | 2,550 | $99K |
| UMB Bank, n.a. | 0.00% | No change | 2,183 | $84K |
| Harbour Investments, Inc. | 0.00% | Add +2.8% | 1,880 | $73K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 1,834 | $71K |
| Comerica Bank | 0.00% | Reduce -3.8% | 1,763 | $68K |
| FMR LLC | 0.00% | Reduce -1.3% | 1,355 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.3% | 1,168 | $45K |
| Manning & Napier Advisors LLC | 0.00% | New | 937 | $36K |
| Principal Securities, Inc. | 0.00% | Add +6.8% | 928 | $36K |
| Concord Wealth Partners | 0.00% | No change | 821 | $32K |
"% 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.