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Nuveen ESG Mid-Cap Value ETF (NUMV)

CUSIP: 67092P508 | NYSE | 274 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Abacus Wealth Partners, LLC1,026,335
4.9% of portfolio›$43.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management268,186
0.2% of portfolio›$11.4M
Commonwealth Equity Services, LLC201,643
0.0% of portfolio›$8.5M
Creative Planning100,172
0.0% of portfolio›$4.2M
Canandaigua National Bank & Trust Co43,890
0.2% of portfolio›$1.9M
Regatta Capital Group, LLC34,999
0.2% of portfolio›$1.5M
Revolve Wealth Partners, LLC29,371
0.1% of portfolio›$1.2M
Farther Finance Advisors, LLC26,262
0.0% of portfolio›$1.1M
rebel Financial LLC23,688
0.4% of portfolio›$1.0M
RTD Financial Advisors, Inc.21,211
0.1% of portfolio›$897.9K
Lido Advisors, LLC20,967
0.0% of portfolio›$887.5K
Fingerlakes Wealth Management, Inc.18,020
0.4% of portfolio›$762.8K
Parkside Financial Bank & Trust17,659
0.0% of portfolio›$747.5K
RVW Wealth, LLC17,113
0.0% of portfolio›$724.4K
Vicus Capital17,057
0.0% of portfolio›$722.0K
Neumann Capital Management, LLC16,418
0.2% of portfolio›$695.0K
Invera Wealth Advisors, LLC15,433
0.3% of portfolio›$653.3K
Parallel Advisors, LLC14,636
0.0% of portfolio›$619.5K
Evergreen Capital Management LLC12,259
0.0% of portfolio›$518.9K
Quantum Financial Advisors, LLC11,611
0.0% of portfolio›$491.5K
Cambridge Investment Research Advisors, Inc.10,907
0.0% of portfolio›$462
Trust Co9,814
0.0% of portfolio›$415.4K
LexAurum Advisors, LLC9,691
0.0% of portfolio›$410.2K
Wealth Enhancement Advisory Services, LLC9,261
0.0% of portfolio›$403.3K
CX Institutional8,452
0.0% of portfolio›$358
Assetmark, Inc7,752
0.0% of portfolio›$328.1K
Hill Island Financial LLC6,881
0.1% of portfolio›$291.3K
Ipsen Advisor Group LLC6,873
0.2% of portfolio›$290.9K
Dynamic Advisor Solutions LLC6,852
0.0% of portfolio›$290.0K
McAdam, LLC6,699
0.0% of portfolio›$283.6K
Stage Harbor Financial, LLC5,755
0.1% of portfolio›$243.6K
Wealthcare Advisory Partners LLC5,723
0.0% of portfolio›$242.3K
Private Wealth Management Group, LLC5,404
0.1% of portfolio›$228.8K
Joel Adams & Associates, Inc.5,339
0.1% of portfolio›$226.0K
McClarren Financial Advisors, Inc.5,095
0.1% of portfolio›$215.7K
VestGen Advisors, LLC5,073
0.0% of portfolio›$214.7K
Blueline Advisors LLC4,911
0.1% of portfolio›$207.9K
Concord Wealth Partners809
0.0% of portfolio›$34.2K
Cape Investment Advisory, Inc.499
0.0% of portfolio›$21.1K
Provenance Wealth Advisors, LLC432
0.0% of portfolio›$18.3K
Harbor Asset Planning, Inc.323
0.0% of portfolio›$13.7K
DT Investment Partners, LLC318
0.0% of portfolio›$13.5K
IFP Advisors, Inc72
0.0% of portfolio›$3.0K
Lanark Financial, Inc.68
0.0% of portfolio›$2.9K
EverSource Wealth Advisors, LLC68
0.0% of portfolio›$2.9K
Bare Financial Services, Inc66
0.0% of portfolio›$2.8K
Dhjj Financial Advisors, Ltd.35
0.0% of portfolio›$1.5K
Hilton Head Capital Partners, LLC9
0.0% of portfolio›$381
StyleTurnoverLocationFiled
Abacus Wealth Partners, LLC
1,026,335$43.4M4.9%ETFLowSanta Monica, CA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
268,186$11.4M0.2%GrowthVery LowSeattle, WA2026-10-27
Commonwealth Equity Services, LLC
201,643$8.5M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
100,172$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Canandaigua National Bank & Trust Co
43,890$1.9M0.2%CoreVery LowCanandaigua, NY2026-10-07
Regatta Capital Group, LLC
34,999$1.5M0.2%ETFLowEl Segundo, CA2026-10-23
Revolve Wealth Partners, LLC
29,371$1.2M0.1%ETFVery LowHackensack, NJ2026-10-23
Farther Finance Advisors, LLC
26,262$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
rebel Financial LLC
23,688$1.0M0.4%N/AVery LowGroveport, OH2026-11-04
RTD Financial Advisors, Inc.
21,211$897.9K0.1%ETFLowPhiladelphia, PA2026-10-09
Lido Advisors, LLC
20,967$887.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Fingerlakes Wealth Management, Inc.
18,020$762.8K0.4%ETFVery LowIthaca, NY2026-11-04
Parkside Financial Bank & Trust
17,659$747.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
RVW Wealth, LLC
17,113$724.4K0.0%ETFVery LowLos Angeles, CA2026-10-06
Vicus Capital
17,057$722.0K0.0%ETFMediumState College, PA2026-11-05
Neumann Capital Management, LLC
16,418$695.0K0.2%GrowthVery LowFoster City, CA2026-10-15
Invera Wealth Advisors, LLC
15,433$653.3K0.3%GrowthMediumBend, OR2026-10-28
Parallel Advisors, LLC
14,636$619.5K0.0%IndexLowSan Francisco, CA2026-11-03
Evergreen Capital Management LLC
12,259$518.9K0.0%GARPMediumBellevue, WA2026-10-23
Quantum Financial Advisors, LLC
11,611$491.5K0.0%ETFLowSanta Monica, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
10,907$4620.0%ETFLowFairfield, IA2026-11-02
Trust Co
9,814$415.4K0.0%ETFVery LowManhattan, KS2026-10-09
LexAurum Advisors, LLC
9,691$410.2K0.0%ETFLowOverland Park, KS2026-10-19
Wealth Enhancement Advisory Services, LLC
9,261$403.3K0.0%CoreLowPlymouth, MN2026-10-13
CX Institutional
8,452$3580.0%CoreMediumAuburn, IN2026-10-02
Assetmark, Inc
7,752$328.1K0.0%ETFLowConcord, CA2026-10-21
Hill Island Financial LLC
6,881$291.3K0.1%ETFLowGrand Rapids, MI2026-10-20
Ipsen Advisor Group LLC
6,873$290.9K0.2%ETFLowLittle Rock, AR2026-10-29
Dynamic Advisor Solutions LLC
6,852$290.0K0.0%ETFLowPhoenix, AZ2026-10-13
McAdam, LLC
6,699$283.6K0.0%ETFLowPhiladelphia, PA2026-10-21
Stage Harbor Financial, LLC
5,755$243.6K0.1%ETFVery LowWestwood, MA2026-11-03
Wealthcare Advisory Partners LLC
5,723$242.3K0.0%ETFLowWest Chester, PA2026-10-21
Private Wealth Management Group, LLC
5,404$228.8K0.1%ETFLowPrinceton, NJ2026-10-19
Joel Adams & Associates, Inc.
5,339$226.0K0.1%ETFLowAsheville, NC2026-11-02
McClarren Financial Advisors, Inc.
5,095$215.7K0.1%ETFMediumState College, PA2026-10-15
VestGen Advisors, LLC
5,073$214.7K0.0%GrowthMediumChicago, IL2026-10-27
Blueline Advisors LLC
4,911$207.9K0.1%ETFLowExeter, NH2026-10-15
Concord Wealth Partners
809$34.2K0.0%GrowthLowAbingdon, VA2026-11-02
Cape Investment Advisory, Inc.
499$21.1K0.0%ETFLowMcdonough, GA2026-10-13
Provenance Wealth Advisors, LLC
432$18.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Harbor Asset Planning, Inc.
323$13.7K0.0%ETFVery LowBelmont, MA2026-10-23
DT Investment Partners, LLC
318$13.5K0.0%ETFVery LowChadds Ford, PA2026-10-27
IFP Advisors, Inc
72$3.0K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
68$2.9K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
68$2.9K0.0%CoreMediumBirmingham, AL2026-11-04
Bare Financial Services, Inc
66$2.8K0.0%ETFVery LowGap, PA2026-11-04
Dhjj Financial Advisors, Ltd.
35$1.5K0.0%ETFVery LowNaperville, IL2026-10-23
Hilton Head Capital Partners, LLC
9$3810.0%CoreMediumHilton Head Island, SC2026-10-23