NUMV Institutional Ownership & Shareholders
NUVEEN ESG MID-CAP VALUE ETF (NUMV) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $349.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Abacus Wealth Partners, Llc is currently the largest disclosed institutional shareholder of NUMV tracked by InsiderSet, reporting ownership valued at approximately $47.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.79M, representing an estimated gain of +3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed NUMV value among the investors covered in this analysis. Major shareholders include Abacus Wealth Partners, Llc, Morgan Stanley, Tiaa-Cref Individual & Institutional Services, Llc, and several other long-term asset managers with concentrated positions in NUVEEN ESG MID-CAP VALUE ETF (NUMV).
This page ranks the largest institutional NUMV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
127
Total Reported Value
$349.19M
Largest Holder
Abacus Wealth Partners, Llc
Largest Position
$47.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Abacus Wealth Partners, Llc | 4.97% | 1,086,988 | $47,273,472 | $48,794,891 | +$1,521,419 | +3.22% | |
| Morgan Stanley | 0.00% | 1,052,010 | $45,751,921 | $47,224,729 | +$1,472,808 | +3.22% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.12% | 804,525 | $34,988,792 | $36,115,127 | +$1,126,335 | +3.22% | |
| Bank Of New York Mellon Corp | 0.00% | 624,036 | $27,139,315 | $28,012,976 | +$873,661 | +3.22% | |
| Royal Bank Of Canada | 0.00% | 563,771 | $24,518,000 | $25,307,680 | +$789,680 | +3.22% | |
| Raymond James Financial Inc | 0.00% | 388,216 | $16,883,504 | $17,427,016 | +$543,512 | +3.22% | |
| Bank Of America Corp | 0.00% | 284,146 | $12,357,517 | $12,755,314 | +$397,797 | +3.22% | |
| Ubs Group Ag | 0.00% | 266,019 | $11,569,166 | $11,941,593 | +$372,427 | +3.22% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.16% | 268,186 | $11,352,334 | $12,038,870 | +$686,536 | +6.05% | |
| Wells Fargo & Company/Mn | 0.00% | 199,475 | $8,675,176 | $8,954,433 | +$279,257 | +3.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 201,643 | $8,535,556 | $9,051,754 | +$516,198 | +6.05% | |
| Jones Financial Companies Lllp | 0.00% | 188,209 | $8,192,723 | $8,448,702 | +$255,979 | +3.12% | |
| Envestnet Asset Management Inc | 0.00% | 184,442 | $8,021,387 | $8,279,601 | +$258,214 | +3.22% | |
| Beacon Pointe Advisors, Llc | 0.03% | 164,656 | $7,160,876 | $7,391,408 | +$230,532 | +3.22% | |
| Lpl Financial Llc | 0.00% | 151,988 | $6,609,953 | $6,822,741 | +$212,788 | +3.22% | |
| Rockefeller Capital Management L.P. | 0.01% | 108,835 | $4,733,234 | $4,885,603 | +$152,369 | +3.22% | |
| &Partners | 0.02% | 99,159 | $4,312,415 | $4,451,248 | +$138,833 | +3.22% | |
| Creative Planning | 0.00% | 100,172 | $4,240,281 | $4,496,721 | +$256,440 | +6.05% | |
| Fiduciary Trust Co | 0.04% | 81,670 | $3,551,829 | $3,666,166 | +$114,337 | +3.22% | |
| Wcg Wealth Advisors Llc | 0.07% | 63,618 | $2,766,714 | $2,855,812 | +$89,098 | +3.22% | |
| Jpmorgan Chase & Co | 0.00% | 50,806 | $2,213,109 | $2,280,681 | +$67,572 | +3.05% | |
| Cetera Investment Advisers | 0.00% | 47,195 | $2,052,486 | $2,118,584 | +$66,098 | +3.22% | |
| Pnc Financial Services Group, Inc. | 0.00% | 44,095 | $1,917,707 | $1,979,425 | +$61,718 | +3.22% | |
| Canandaigua National Corp | 0.16% | 47,243 | $1,831,611 | $2,120,738 | +$289,127 | +15.79% | |
| Ep Wealth Advisors, Llc | 0.01% | 42,020 | $1,827,453 | $1,886,278 | +$58,825 | +3.22% | |
| Mariner, Llc | 0.00% | 39,446 | $1,715,521 | $1,770,731 | +$55,210 | +3.22% | |
| Opes Wealth Management Llc | 0.25% | 38,345 | $1,486,636 | $1,721,307 | +$234,671 | +15.79% | |
| Regatta Capital Group, Llc | 0.19% | 34,999 | $1,481,506 | $1,571,105 | +$89,599 | +6.05% | |
| Cresset Asset Management, Llc | 0.00% | 29,881 | $1,299,525 | $1,341,358 | +$41,833 | +3.22% | |
| Revolve Wealth Partners, Llc | 0.13% | 29,371 | $1,243,263 | $1,318,464 | +$75,201 | +6.05% | |
| Heritage Wealth Advisors | 0.04% | 26,914 | $1,170,500 | $1,208,169 | +$37,669 | +3.22% | |
| Tiaa Trust, National Association | 0.07% | 26,704 | $1,161,357 | $1,198,743 | +$37,386 | +3.22% | |
| Rebel Financial Llc | 0.50% | 29,769 | $1,154,157 | $1,336,330 | +$182,173 | +15.78% | |
| Farther Finance Advisors, Llc | 0.01% | 26,262 | $1,111,664 | $1,178,901 | +$67,237 | +6.05% | |
| Natixis Advisors, Llc | 0.00% | 21,574 | $938,000 | $968,457 | +$30,457 | +3.25% | |
| Lido Advisors, Llc | 0.00% | 20,848 | $906,690 | $935,867 | +$29,177 | +3.22% | |
| Rtd Financial Advisors, Inc. | 0.10% | 21,211 | $897,872 | $952,162 | +$54,290 | +6.05% | |
| Central Trust Co | 0.02% | 20,515 | $892,198 | $920,918 | +$28,720 | +3.22% | |
| Mml Investors Services, Llc | 0.00% | 20,309 | $883,240 | $911,671 | +$28,431 | +3.22% | |
| Osaic Holdings, Inc. | 0.00% | 19,900 | $865,633 | $893,311 | +$27,678 | +3.20% | |
| Fingerlakes Wealth Management, Inc. | 0.45% | 19,135 | $832,190 | $858,970 | +$26,780 | +3.22% | |
| Newedge Advisors, Llc | 0.00% | 18,896 | $821,780 | $848,241 | +$26,461 | +3.22% | |
| Carson Advisory Inc. | 0.36% | 18,070 | $785,864 | $811,162 | +$25,298 | +3.22% | |
| Ameriprise Financial Inc | 0.00% | 18,034 | $784,312 | $809,546 | +$25,234 | +3.22% | |
| Coldstream Capital Management Inc | 0.01% | 18,007 | $783,125 | $808,334 | +$25,209 | +3.22% | |
| Stifel Financial Corp | 0.00% | 17,459 | $759,293 | $783,735 | +$24,442 | +3.22% | |
| Parkside Financial Bank & Trust | 0.05% | 17,659 | $747,504 | $792,713 | +$45,209 | +6.05% | |
| Vicus Capital | 0.05% | 16,903 | $735,097 | $758,776 | +$23,679 | +3.22% | |
| Rvw Wealth, Llc | 0.05% | 17,113 | $724,393 | $768,203 | +$43,810 | +6.05% | |
| Neumann Capital Management, Llc | 0.18% | 16,418 | $694,974 | $737,004 | +$42,030 | +6.05% |
Frequently asked questions about NUMV
Who are the largest institutional holders of NUMV?
The largest institutional holders of NUMV reported in the latest SEC Form 13F filings include Abacus Wealth Partners, Llc, Morgan Stanley, Tiaa-Cref Individual & Institutional Services, Llc, Bank Of New York Mellon Corp, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported NUMV position.
What is NUMV institutional ownership?
This page tracks NUMV positions reported by institutional investment managers through SEC Form 13F. NUVEEN ESG MID-CAP VALUE ETF (NUMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NUMV?
InsiderSet currently tracks 127 institutional managers reporting NUMV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NUMV shareholders.
How much NUMV stock do institutions own?
Institutional investment managers disclosed approximately $349.19M in NUMV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NUMV institutional ownership last updated?
The latest NUMV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NUMV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NUMV position after the reporting date.
Are institutions buying or selling NUMV?
Institutional buying and selling can be analyzed by comparing NUMV positions across consecutive 13F reporting periods. InsiderSet's NUMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NUMV ownership changes.
How has NUMV institutional ownership changed over time?
InsiderSet tracks NUMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.