NUVEEN ESG MID-CAP VALUE ETF (NUMV) Institutional Shareholders
NUVEEN ESG MID-CAP VALUE ETF (NUMV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $345.52M in NUMV holdings during the latest filing period.
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 $47.23M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
$345.52M
Largest Holder
Abacus Wealth Partners, Llc
Largest Position
$47.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
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 | $47,227,781 | -$45,691 | -0.10% | |
| Morgan Stanley | 0.00% | 1,052,010 | $45,751,921 | $45,708,046 | -$43,875 | -0.10% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.12% | 804,525 | $34,988,792 | $34,955,244 | -$33,548 | -0.10% | |
| Bank Of New York Mellon Corp | 0.00% | 624,036 | $27,139,315 | $27,113,303 | -$26,012 | -0.10% | |
| Royal Bank Of Canada | 0.00% | 563,771 | $24,518,000 | $24,494,892 | -$23,108 | -0.09% | |
| Raymond James Financial Inc | 0.00% | 388,216 | $16,883,504 | $16,867,325 | -$16,179 | -0.10% | |
| Bank Of America Corp | 0.00% | 284,146 | $12,357,517 | $12,345,661 | -$11,856 | -0.10% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.17% | 266,948 | $11,609,589 | $11,598,437 | -$11,152 | -0.10% | |
| Ubs Group Ag | 0.00% | 266,019 | $11,569,166 | $11,558,073 | -$11,093 | -0.10% | |
| Wells Fargo & Company/Mn | 0.00% | 199,475 | $8,675,176 | $8,666,850 | -$8,326 | -0.10% | |
| Jones Financial Companies Lllp | 0.00% | 188,209 | $8,192,723 | $8,177,361 | -$15,362 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.01% | 187,468 | $8,152,971 | $8,145,166 | -$7,805 | -0.10% | |
| Envestnet Asset Management Inc | 0.00% | 184,442 | $8,021,387 | $8,013,691 | -$7,696 | -0.10% | |
| Beacon Pointe Advisors, Llc | 0.03% | 164,656 | $7,160,876 | $7,154,023 | -$6,853 | -0.10% | |
| Lpl Financial Llc | 0.00% | 151,988 | $6,609,953 | $6,603,620 | -$6,333 | -0.10% | |
| Rockefeller Capital Management L.P. | 0.01% | 108,835 | $4,733,234 | $4,728,696 | -$4,538 | -0.10% | |
| &Partners | 0.02% | 99,159 | $4,312,415 | $4,308,290 | -$4,125 | -0.10% | |
| Fiduciary Trust Co | 0.04% | 81,670 | $3,551,829 | $3,548,423 | -$3,406 | -0.10% | |
| Wcg Wealth Advisors Llc | 0.07% | 63,618 | $2,766,714 | $2,764,094 | -$2,620 | -0.09% | |
| Jpmorgan Chase & Co | 0.00% | 50,806 | $2,213,109 | $2,207,434 | -$5,675 | -0.26% | |
| Cetera Investment Advisers | 0.00% | 47,195 | $2,052,486 | $2,050,543 | -$1,943 | -0.09% | |
| Pnc Financial Services Group, Inc. | 0.00% | 44,095 | $1,917,707 | $1,915,853 | -$1,854 | -0.10% | |
| Canandaigua National Corp | 0.16% | 47,243 | $1,831,611 | $2,052,628 | +$221,017 | +12.07% | |
| Ep Wealth Advisors, Llc | 0.01% | 42,020 | $1,827,453 | $1,825,698 | -$1,755 | -0.10% | |
| Mariner, Llc | 0.00% | 39,446 | $1,715,521 | $1,713,862 | -$1,659 | -0.10% | |
| Regatta Capital Group, Llc | 0.20% | 34,929 | $1,519,076 | $1,517,606 | -$1,470 | -0.10% | |
| Opes Wealth Management Llc | 0.25% | 38,345 | $1,486,636 | $1,666,025 | +$179,389 | +12.07% | |
| Invera Wealth Advisors, Llc | 0.71% | 30,584 | $1,330,098 | $1,328,823 | -$1,275 | -0.10% | |
| Cresset Asset Management, Llc | 0.00% | 29,881 | $1,299,525 | $1,298,279 | -$1,246 | -0.10% | |
| Revolve Wealth Partners, Llc | 0.13% | 28,990 | $1,260,767 | $1,259,566 | -$1,201 | -0.10% | |
| Heritage Wealth Advisors | 0.04% | 26,914 | $1,170,500 | $1,169,368 | -$1,132 | -0.10% | |
| Tiaa Trust, National Association | 0.07% | 26,704 | $1,161,357 | $1,160,243 | -$1,114 | -0.10% | |
| Rebel Financial Llc | 0.50% | 29,769 | $1,154,157 | $1,293,412 | +$139,255 | +12.07% | |
| Rtd Financial Advisors, Inc. | 0.10% | 21,811 | $948,571 | $947,651 | -$920 | -0.10% | |
| Farther Finance Advisors, Llc | 0.01% | 21,776 | $947,032 | $946,130 | -$902 | -0.10% | |
| Natixis Advisors, Llc | 0.00% | 21,574 | $938,000 | $937,354 | -$646 | -0.07% | |
| Lido Advisors, Llc | 0.00% | 20,848 | $906,690 | $905,810 | -$880 | -0.10% | |
| Central Trust Co | 0.02% | 20,515 | $892,198 | $891,342 | -$856 | -0.10% | |
| Mml Investors Services, Llc | 0.00% | 20,309 | $883,240 | $882,392 | -$848 | -0.10% | |
| Osaic Holdings, Inc. | 0.00% | 19,900 | $865,633 | $864,621 | -$1,012 | -0.12% | |
| Fingerlakes Wealth Management, Inc. | 0.45% | 19,135 | $832,190 | $831,383 | -$807 | -0.10% | |
| Newedge Advisors, Llc | 0.00% | 18,896 | $821,780 | $820,999 | -$781 | -0.10% | |
| Carson Advisory Inc. | 0.36% | 18,070 | $785,864 | $785,111 | -$753 | -0.10% | |
| Ameriprise Financial Inc | 0.00% | 18,034 | $784,312 | $783,547 | -$765 | -0.10% | |
| Coldstream Capital Management Inc | 0.01% | 18,007 | $783,125 | $782,374 | -$751 | -0.10% | |
| Parkside Financial Bank & Trust | 0.05% | 17,659 | $767,988 | $767,254 | -$734 | -0.10% | |
| Stifel Financial Corp | 0.00% | 17,459 | $759,293 | $758,564 | -$729 | -0.10% | |
| Rvw Wealth, Llc | 0.05% | 17,113 | $744,244 | $743,531 | -$713 | -0.10% | |
| Vicus Capital | 0.05% | 16,903 | $735,097 | $734,407 | -$690 | -0.09% | |
| Goldman Sachs Group Inc | 0.00% | 15,874 | $690,360 | $689,698 | -$662 | -0.10% |
Frequently asked questions about NUMV
Who owns the most NUMV stock?
The largest holders of NUMV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN ESG MID-CAP VALUE ETF (NUMV).
Is NUMV widely held by superinvestors?
Many widely followed stocks like NUMV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NUMV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.