Nuveen ESG Mid-Cap Value ETFNUMVETF
13F holders, Q1 2026 (March 31)133holders +6
11new positions
7sold out
1famous investor
$38.75avg. 13F price*
At the end of Q1 2026, 133 institutions reported holding Nuveen ESG Mid-Cap Value ETF (NUMV) in their 13F filings, up 6 from Q4 2025. 11 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($55.2M), Abacus Wealth Partners, LLC ($39.2M) and Tiaa-Cref Individual & Institutional Services, LLC ($33.7M). 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 (Q1 2026)
- CUSIP
- 67092P508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 7 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 397,401 shares bought and 1,666,124 shares sold, net −1,268,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Morgan Stanley | 0.00% | Reduce -3.1% | 1,422,988 | $55.2M |
| Abacus Wealth Partners, LLC | 3.58% | Add +2.5% | 1,012,695 | $39.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.13% | — | 870,175 | $33.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 588,034 | $22.8M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 561,111 | $21.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.1% | 387,285 | $15.0M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 285,944 | $11.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | Reduce -1.7% | 267,291 | $10.4M |
| UBS Group AG | 0.00% | Add +0.8% | 264,743 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 190,203 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.8% | 180,297 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.8% | 177,246 | $6.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +5.5% | 165,825 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 167,001 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -74.0% | 153,607 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.0% | 108,909 | $4.2M |
| Creative Planning | 0.00% | No change | 100,641 | $3.9M |
| &partners | 0.02% | Add +52.6% | 91,749 | $3.6M |
| Fiduciary Trust Co | 0.04% | No change | 81,670 | $3.2M |
| Invera Wealth Advisors, LLC | 1.45% | Reduce -2.3% | 58,153 | $2.3M |
| WCG Wealth Advisors LLC | 0.06% | Add +2.2% | 57,350 | $2.2M |
| Canandaigua National Corp. | 0.16% | — | 47,243 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 45,095 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 43,874 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +41.0% | 43,164 | $1.7M |
| Mariner, LLC | 0.00% | Add +13.5% | 43,074 | $1.7M |
| Opes Wealth Management LLC | 0.25% | Add +0.3% | 38,345 | $1.5M |
| Regatta Capital Group, LLC | 0.20% | Add +8.6% | 34,510 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 35,149 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 30,709 | $1.2M |
| rebel Financial LLC | 0.50% | Add +4.8% | 29,769 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +3.2% | 29,486 | $1.1M |
| Revolve Wealth Partners, LLC | 0.15% | Add +0.3% | 29,055 | $1.1M |
| Heritage Wealth Advisors | 0.04% | Add +3.6% | 26,854 | $1.0M |
| Tiaa Trust, National Association | 0.06% | Reduce -97.2% | 26,704 | $1.0M |
| WealthShield Partners, LLC | 0.10% | Add +8.8% | 23,484 | $910K |
| RTD Financial Advisors, Inc. | 0.10% | Reduce -0.1% | 21,860 | $848K |
| CENTRAL TRUST Co | 0.02% | Add +20.9% | 20,436 | $792K |
| Addison Advisors LLC | 0.17% | Add +1.3% | 19,619 | $761K |
| Parkside Financial Bank & Trust | 0.06% | No change | 19,180 | $744K |
| Fingerlakes Wealth Management, Inc. | 0.49% | Add +0.9% | 19,134 | $742K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 18,843 | $731K |
| MML Investors Services, LLC | 0.00% | Reduce -8.3% | 18,702 | $725K |
| Carson Advisory Inc. | 0.36% | Reduce -4.7% | 18,070 | $701K |
| Coldstream Capital Management Inc. | 0.01% | No change | 18,007 | $698K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.0% | 17,857 | $692K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 17,379 | $674K |
| RVW Wealth, LLC | 0.05% | Reduce -0.4% | 17,113 | $663K |
| Vicus Capital | 0.05% | Reduce -3.7% | 17,083 | $662K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.9% | 16,768 | $650K |
| Neumann Capital Management, LLC | 0.18% | Add +1.6% | 16,180 | $627K |
| SageView Advisory Group, LLC | 0.02% | No change | 16,000 | $620K |
| Parallel Advisors, LLC | 0.01% | Add +3.5% | 14,636 | $567K |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 13,503 | $524K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 13,307 | $516K |
| Lido Advisors, LLC | 0.00% | Add +15.6% | 13,205 | $512K |
| Citadel Advisors | 0.00% | New | 12,940 | $502K |
| Corient Private Wealth LP | 0.00% | No change | 12,918 | $501K |
| Private Advisor Group, LLC | 0.00% | Add +10.6% | 12,723 | $493K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 12,163 | $472K |
| Commerce Bank | 0.00% | Reduce -7.8% | 11,931 | $463K |
| PFG Investments, LLC | 0.02% | New | 11,632 | $451K |
| Stratos Investment Management, LLC | 0.02% | No change | 11,450 | $444K |
| Betterment LLC | 0.00% | Add +2.2% | 11,422 | $443K |
| Private Wealth Management Group, LLC | 0.11% | Add +2.2% | 10,727 | $416K |
| Simmons Bank | 0.03% | Reduce -0.3% | 10,643 | $413K |
| Trust Co | 0.04% | Reduce -4.8% | 10,276 | $398K |
| LexAurum Advisors, LLC | 0.05% | — | 10,001 | $388K |
| Cornerstone Financial Management LLC | 0.33% | Reduce -8.7% | 9,388 | $364K |
| Evergreen Capital Management LLC | 0.01% | Add +0.4% | 9,299 | $361K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 9,144 | $355K |
| Bragg Financial Advisors, Inc | 0.01% | Add +5.1% | 9,049 | $351K |
| Flow Traders U.S. LLC | 0.01% | New | 8,972 | $348K |
| Falcon Wealth Planning | 0.02% | Reduce -2.2% | 8,828 | $342K |
| CX Institutional | 0.01% | Add +0.5% | 8,607 | $334K |
| Focus Partners Wealth | 0.00% | No change | 8,306 | $322K |
| Assetmark, Inc. | 0.00% | Add +6.9% | 7,938 | $308K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,900 | $306K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -9.1% | 7,051 | $273K |
| McAdam, LLC | 0.01% | Add +0.1% | 6,896 | $267K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -39.3% | 6,688 | $259K |
| Ipsen Advisor Group LLC | 0.18% | Add +6.1% | 6,652 | $258K |
| Signet Financial Management, LLC | 0.03% | No change | 6,280 | $243K |
| Summit Financial, LLC | 0.00% | New | 6,280 | $243K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 5,860 | $227K |
| Stage Harbor Financial, LLC | 0.15% | No change | 5,755 | $223K |
| HighTower Advisors, LLC | 0.00% | Add +7.1% | 5,723 | $222K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.3% | 5,665 | $222K |
| VestGen Advisors, LLC | 0.01% | Reduce -25.1% | 5,073 | $211K |
| Joel Adams & Associates, Inc. | 0.16% | Reduce -26.2% | 5,427 | $210K |
| Abound Financial, LLC | 0.09% | Reduce -23.3% | 5,418 | $210K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -34.4% | 5,425 | $210K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.1% | 5,225 | $203K |
| Blueline Advisors LLC | 0.15% | Add +165.8% | 4,936 | $191K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.3% | 4,668 | $182K |
| Harbour Investments, Inc. | 0.00% | Add +77.0% | 3,386 | $131K |
| Marshall Investment Management, LLC | 0.05% | New | 2,598 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.4% | 2,433 | $94K |
| Whittier Trust Co. | 0.00% | Reduce -76.5% | 2,306 | $91K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,220 | $86K |
"% 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.