Nuveen ESG Mid-Cap Value ETFNUMVETF

13F holders, Q4 2025 (December 31)
127holders +1
6new positions
9sold out
$39.08avg. 13F price*

At the end of Q4 2025, 127 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($57.4M), Abacus Wealth Partners, LLC ($38.7M) and Tiaa Trust, National Association ($36.7M).

Company
Nuveen ESG Mid-Cap Value ETF
Filed as
NUSHARES ETF TR (Q4 2025)
CUSIP
67092P508
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 112Q1 2024Q2 2024: 115Q2 2024Q3 2024: 116Q3 2024Q4 2024: 126Q4 2024Q1 2025: 129Q1 2025Q2 2025: 126Q2 2025Q3 2025: 126Q3 2025Q4 2025: 127Q4 2025Q1 2026: 133Q1 2026Q2 2026: 130Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$2.2M
Exits9$2.2M

All 13F filers, Q3 2025 → Q4 2025: 628,378 shares bought and 180,689 shares sold, net +447,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Morgan Stanley 0.00% Add +1.0% 1,468,247 $57.4M
Abacus Wealth Partners, LLC 3.79% Add +4.9% 988,370 $38.7M
Tiaa Trust, National Association 0.09% Reduce -2.0% 938,467 $36.7M
LPL Financial LLC 0.01% Add +1.9% 589,741 $23.1M
Bank of New York Mellon Corp 0.00% Add +24.1% 573,559 $22.4M
Raymond James Financial Inc. 0.01% Reduce -5.4% 538,302 $21.0M
Royal Bank of Canada 0.00% Add +3.2% 537,508 $21.0M
Bank of America Corp. 0.00% Reduce -1.3% 291,578 $11.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.19% Add +3.0% 271,862 $10.6M
UBS Group AG 0.00% Reduce -0.4% 262,616 $10.3M
Commonwealth Equity Services, LLC 0.01% Add +13.5% 165,771 $6.5M
Wells Fargo & Company 0.00% Add +15.6% 160,646 $6.3M
Beacon Pointe Advisors, LLC 0.04% Add +4.4% 157,154 $6.1M
Jones Financial Companies LLLP 0.00% Add +18.7% 135,803 $5.3M
Envestnet Asset Management Inc. 0.00% Add +32.2% 120,766 $4.7M
Creative Planning 0.00% Reduce -0.3% 100,641 $3.9M
Rockefeller Capital Management L.P. 0.01% Add +339.6% 99,946 $3.9M
Fiduciary Trust Co 0.04% No change 81,670 $3.2M
&partners 0.01% Add +246.4% 60,120 $2.4M
Invera Wealth Advisors, LLC 1.47% Reduce -3.7% 59,513 $2.3M
WCG Wealth Advisors LLC 0.06% Add +406.3% 56,111 $2.2M
Canandaigua National Bank & Trust Co. 0.17% Add +1.0% 47,083 $1.8M
Cetera Investment Advisers 0.00% Reduce -25.4% 40,793 $1.6M
JPMorgan Chase & Co. 0.00% Add +156.8% 38,367 $1.5M
Opes Wealth Management LLC 0.25% Add +0.3% 38,245 $1.5M
Mariner, LLC 0.00% Add +45.3% 37,939 $1.5M
Susquehanna International Group, LLP 0.00% New 32,936 $1.3M
Regatta Capital Group, LLC 0.19% Reduce -7.0% 31,769 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +3.8% 30,623 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.0% 29,883 $1.2M
Revolve Wealth Partners, LLC 0.13% Add +4.4% 28,979 $1.1M
Cresset Asset Management, LLC 0.00% Add +2.4% 28,570 $1.1M
rebel Financial LLC 0.47% Add +0.0% 28,401 $1.1M
Heritage Wealth Advisors 0.04% Add +1.0% 25,919 $1.0M
RTD Financial Advisors, Inc. 0.10% Reduce -9.2% 21,889 $856K
WealthShield Partners, LLC 0.09% Reduce -1.3% 21,582 $844K
Osaic Holdings, Inc. 0.00% Reduce -16.0% 20,527 $803K
MML Investors Services, LLC 0.00% Add +178.6% 20,390 $797K
NewEdge Advisors, LLC 0.00% Reduce -3.2% 19,395 $758K
Addison Advisors LLC 0.17% Add +1.8% 19,359 $757K
Parkside Financial Bank & Trust 0.06% Add +1.1% 19,180 $750K
Carson Advisory Inc. 0.39% No change 18,970 $742K
Fingerlakes Wealth Management, Inc. 0.47% Add +2.0% 18,967 $742K
Coldstream Capital Management Inc. 0.01% No change 18,007 $704K
Natixis Advisors, LLC 0.00% Add +13.3% 18,017 $704K
Vicus Capital 0.05% Reduce -14.1% 17,743 $694K
Stifel Financial Corp. 0.00% Add +1.0% 17,545 $686K
RVW Wealth, LLC 0.05% Reduce -4.3% 17,182 $672K
CENTRAL TRUST Co 0.01% Add +22.2% 16,903 $661K
SageView Advisory Group, LLC 0.02% Add +10.3% 16,000 $626K
Neumann Capital Management, LLC 0.18% No change 15,930 $623K
Parallel Advisors, LLC 0.01% No change 14,136 $553K
Commerce Bank 0.00% Reduce -10.6% 12,937 $506K
Corient Private Wealth LP 0.00% No change 12,918 $505K
Ameriprise Financial Inc. 0.00% Reduce -4.9% 12,592 $492K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.4% 12,030 $470K
Fifth Third Wealth Advisors LLC 0.02% No change 11,510 $450K
Private Advisor Group, LLC 0.00% Add +2.4% 11,503 $450K
Stratos Investment Management, LLC 0.02% No change 11,450 $448K
Lido Advisors, LLC 0.00% Add +5.1% 11,420 $442K
Betterment LLC 0.00% Reduce -2.0% 11,172 $437K
Dynamic Advisor Solutions LLC 0.01% Reduce -72.1% 11,023 $431K
Trust Co 0.04% Add +0.0% 10,788 $422K
Simmons Bank 0.03% Add +0.3% 10,680 $418K
Private Wealth Management Group, LLC 0.11% Add +8.0% 10,496 $410K
Cornerstone Financial Management LLC 0.38% — 10,278 $402K
Whittier Trust Co. 0.00% No change 9,806 $395K
Cwm, LLC 0.00% Reduce -1.1% 9,322 $364K
Evergreen Capital Management LLC 0.01% Add +0.9% 9,266 $362K
Falcon Wealth Planning 0.03% Reduce -0.1% 9,029 $353K
Bragg Financial Advisors, Inc 0.01% No change 8,611 $337K
CX Institutional 0.01% Add +24.1% 8,561 $335K
Evergreen Private Wealth LLC 0.13% Reduce -6.5% 8,407 $329K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.6% 8,132 $328K
Focus Partners Wealth 0.00% Add +0.6% 8,306 $325K
Thrivent Financial for Lutherans 0.00% New 8,268 $323K
First Manhattan Co. Llc. 0.00% New 7,900 $309K
Investor's Fiduciary Advisor Network, LLC 0.07% Add +0.0% 7,753 $303K
Assetmark, Inc. 0.00% Add +4.3% 7,426 $290K
Joel Adams & Associates, Inc. 0.22% Reduce -24.1% 7,357 $288K
Abound Financial, LLC 0.11% Reduce -10.2% 7,064 $276K
McAdam, LLC 0.01% Reduce -0.3% 6,891 $269K
VestGen Advisors, LLC 0.01% No change 6,774 $265K
RMG Wealth Management LLC 0.03% New 11,818 $257K
Signet Financial Management, LLC 0.03% No change 6,280 $246K
Ipsen Advisor Group LLC 0.17% Add +3.2% 6,271 $245K
Wealthcare Advisory Partners LLC 0.00% No change 5,860 $229K
Institute for Wealth Management, LLC. 0.02% Add +8.4% 5,803 $227K
Stage Harbor Financial, LLC 0.15% Reduce -11.1% 5,755 $225K
Farther Finance Advisors, LLC 0.00% Add +20.0% 5,576 $218K
Flagship Harbor Advisors, LLC 0.01% Add +1.7% 5,463 $214K
HighTower Advisors, LLC 0.00% Add +0.1% 5,342 $209K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 2,572 $101K
UMB Bank, n.a. 0.00% No change 2,183 $85K
Harbour Investments, Inc. 0.00% Add +1.8% 1,913 $75K
Blueline Advisors LLC 0.06% — 1,857 $73K
Greykasell Wealth Strategies, Inc. 0.03% No change 1,834 $72K
Comerica Bank 0.00% Reduce -23.0% 1,357 $53K
Ameritas Investment Partners, Inc. 0.00% Add +0.6% 1,175 $46K
FMR LLC 0.00% Reduce -27.2% 986 $39K

"% 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.

Show all 127 holders