NUVEEN ESG MID-CAP VALUE ETF NUMV
$44.09
+0.8% 52w: $34.70 – $44.09
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data34.7039.3944.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
132
+4 QoQ
13F value
$325.7M
-5.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NUMV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.4M | $55.2M | 0.0% | -3.1% |
| Abacus Wealth Partners, LLC | Wealth advisor | 1.0M | $39.2M | 3.6% | +2.5% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 870.2K | $33.7M | 0.1% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 588.0K | $22.8M | 0.0% | +2.5% |
| ROYAL BANK OF CANADA | Bank broker | 561.1K | $21.8M | 0.0% | +4.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 387.3K | $15.0M | 0.0% | -28.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 285.9K | $11.1M | 0.0% | -1.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 267.3K | $10.4M | 0.2% | -1.7% |
| UBS Group AG | Bank broker | 264.7K | $10.3M | 0.0% | +0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 190.2K | $7.4M | 0.0% | +18.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 180.3K | $7.0M | 0.0% | +8.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 177.2K | $6.9M | 0.0% | +46.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 165.8K | $6.4M | 0.0% | +5.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 167.0K | $6.3M | 0.0% | +23.0% |
| LPL Financial LLC | Bank broker | 153.6K | $6.0M | 0.0% | -74.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 108.9K | $4.2M | 0.0% | +9.0% |
| Creative Planning | Wealth advisor | 100.6K | $3.9M | 0.0% | Held |
| &PARTNERS | Diversified mechanical | 91.7K | $3.6M | 0.0% | +52.6% |
| Fiduciary Trust Co | Other | 81.7K | $3.2M | 0.0% | Held |
| Invera Wealth Advisors, LLC | Other | 58.2K | $2.3M | 1.4% | -2.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 57.4K | $2.2M | 0.1% | +2.2% |
| CANANDAIGUA NATIONAL CORP | Other | 47.2K | $1.8M | 0.2% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 45.1K | $1.7M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 43.9K | $1.7M | 0.0% | +7.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 43.2K | $1.7M | 0.0% | +41.0% |
| Mariner, LLC | Diversified mechanical | 43.1K | $1.7M | 0.0% | +13.5% |
| Opes Wealth Management LLC | Wealth advisor | 38.3K | $1.5M | 0.3% | +0.3% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 34.5K | $1.3M | 0.2% | +8.6% |
| JPMORGAN CHASE & CO | Bank broker | 35.1K | $1.3M | 0.0% | -8.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 30.7K | $1.2M | 0.0% | +2.8% |
| rebel Financial LLC | Wealth advisor | 29.8K | $1.2M | 0.5% | +4.8% |
| Cresset Asset Management, LLC | Wealth advisor | 29.5K | $1.1M | 0.0% | +3.2% |
| Revolve Wealth Partners, LLC | Wealth advisor | 29.1K | $1.1M | 0.1% | +0.3% |
| Heritage Wealth Advisors | Wealth advisor | 26.9K | $1.0M | 0.0% | +3.6% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 26.7K | $1.0M | 0.1% | -97.2% |
| WealthShield Partners, LLC | Wealth advisor | 23.5K | $910K | 0.1% | +8.8% |
| RTD Financial Advisors, Inc. | Wealth advisor | 21.9K | $848K | 0.1% | -0.1% |
| CENTRAL TRUST Co | Diversified mechanical | 20.4K | $792K | 0.0% | +20.9% |
| Addison Advisors LLC | Wealth advisor | 19.6K | $761K | 0.2% | +1.3% |
| Parkside Financial Bank & Trust | Diversified mechanical | 19.2K | $744K | 0.1% | Held |
| Fingerlakes Wealth Management, Inc. | Wealth advisor | 19.1K | $742K | 0.5% | +0.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 18.8K | $731K | 0.0% | -2.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 18.7K | $725K | 0.0% | -8.3% |
| Carson Advisory Inc. | Other | 18.1K | $701K | 0.4% | -4.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 18.0K | $698K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 17.9K | $692K | 0.0% | -13.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 17.4K | $674K | 0.0% | -0.9% |
| RVW Wealth, LLC | Wealth advisor | 17.1K | $663K | 0.1% | -0.4% |
| VICUS CAPITAL | Wealth advisor | 17.1K | $662K | 0.0% | -3.7% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 16.8K | $650K | 0.0% | -6.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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