NUVEEN ESG MID-CAP VALUE ETF (NUMV) Institutional Ownership Changes & 13F Activity

NUVEEN ESG MID-CAP VALUE ETF (NUMV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Goldman Sachs Group Inc, Jones Financial Companies Lllp, Ameriprise Financial Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustSell-1,521-7.9%17,659$767.99KQ2 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+336+3.6%9,724$422.89KQ2 2026Aug 28, 2026
Beacon Pointe Advisors, LlcSell-1,169-0.7%164,656$7.16MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+8888$3.83KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+5,1595,159$224.35KQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-29,221-64.8%15,874$690.36KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+21,208+12.7%188,209$8.19MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+18,03418,034$784.31KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+9,272+4.9%199,475$8.68MQ2 2026Aug 14, 2026
&PartnersBuy+7,410+8.1%99,159$4.31MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+6,268+10.9%63,618$2.77MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+4,806+28.7%21,574$938.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+4,056+77.6%9,281$403.63KQ2 2026Aug 14, 2026
Abound Financial, LlcSell-3,707-68.4%1,711$74.39KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,660+0.5%563,771$24.52MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,043+11.4%19,900$865.63KQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,798-0.6%284,146$12.36MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+931+0.2%388,216$16.88MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+664664$28.88KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+454+8.4%5,879$256.00KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+395+1.3%29,881$1.30MQ2 2026Aug 14, 2026
Betterment LlcSell-211-1.8%11,211$488.00KQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+193+7.4%2,791$121.38KQ2 2026Aug 14, 2026
Heritage Wealth AdvisorsBuy+60+0.2%26,914$1.17MQ2 2026Aug 14, 2026
Manning & Napier Advisors LlcSell-21-2.7%759$33.06KQ2 2026Aug 14, 2026
Morgan StanleySell-370,978-26.1%1,052,010$45.75MQ2 2026Aug 13, 2026
Rmg Wealth Management LlcBuy+4,3304,330$228.96KQ2 2026Aug 13, 2026
Mariner, LlcSell-3,628-8.4%39,446$1.72MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,276+0.5%266,019$11.57MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+339+13.9%2,772$120.54KQ2 2026Aug 13, 2026
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Frequently asked questions about NUMV activity

  • Which institutional owners are buying NUMV?

    Institutional owners buying NUMV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NUMV activity?

    "Buy" means an investor increased their reported position in NUMV compared to the prior reporting period. This reflects growing exposure to NUVEEN ESG MID-CAP VALUE ETF (NUMV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NUMV increasing?

    Institutional interest in NUMV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.