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 $333.65M in NUMV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NUMV tracked by InsiderSet, reporting ownership valued at approximately $55.17M in its March 31, 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 $62.85M, representing an estimated gain of +13.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed NUMV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Abacus Wealth Partners, Llc, 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
132
Total Reported Value
$333.65M
Largest Holder
Morgan Stanley
Largest Position
$55.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,422,988 | $55,169,297 | $62,853,380 | +$7,684,083 | +13.93% | |
| Abacus Wealth Partners, Llc | 4.97% | 1,086,988 | $47,273,472 | $48,012,260 | +$738,788 | +1.56% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.13% | 870,175 | $33,736,685 | $38,435,630 | +$4,698,945 | +13.93% | |
| Bank Of New York Mellon Corp | 0.00% | 588,034 | $22,798,076 | $25,973,462 | +$3,175,386 | +13.93% | |
| Royal Bank Of Canada | 0.00% | 561,111 | $21,754,000 | $24,784,273 | +$3,030,273 | +13.93% | |
| Raymond James Financial Inc | 0.00% | 387,285 | $15,015,067 | $17,106,378 | +$2,091,311 | +13.93% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.17% | 266,948 | $11,609,589 | $11,791,093 | +$181,504 | +1.56% | |
| Bank Of America Corp | 0.00% | 285,944 | $11,086,057 | $12,630,146 | +$1,544,089 | +13.93% | |
| Ubs Group Ag | 0.00% | 264,743 | $10,264,086 | $11,693,698 | +$1,429,612 | +13.93% | |
| Commonwealth Equity Services, Llc | 0.01% | 187,468 | $8,152,971 | $8,280,462 | +$127,491 | +1.56% | |
| Envestnet Asset Management Inc | 0.00% | 184,442 | $8,021,387 | $8,146,803 | +$125,416 | +1.56% | |
| Wells Fargo & Company/Mn | 0.00% | 190,203 | $7,374,178 | $8,401,267 | +$1,027,089 | +13.93% | |
| Beacon Pointe Advisors, Llc | 0.03% | 165,825 | $6,429,023 | $7,324,490 | +$895,467 | +13.93% | |
| Jones Financial Companies Lllp | 0.00% | 167,001 | $6,349,391 | $7,376,434 | +$1,027,043 | +16.18% | |
| Lpl Financial Llc | 0.00% | 153,607 | $5,955,328 | $6,784,821 | +$829,493 | +13.93% | |
| Rockefeller Capital Management L.P. | 0.01% | 108,909 | $4,222,402 | $4,810,511 | +$588,109 | +13.93% | |
| Creative Planning | 0.00% | 100,641 | $3,901,852 | $4,445,313 | +$543,461 | +13.93% | |
| &Partners | 0.02% | 91,749 | $3,559,271 | $4,052,553 | +$493,282 | +13.86% | |
| Fiduciary Trust Co | 0.04% | 81,670 | $3,166,346 | $3,607,364 | +$441,018 | +13.93% | |
| Wcg Wealth Advisors Llc | 0.06% | 57,350 | $2,223,438 | $2,533,150 | +$309,712 | +13.93% | |
| Canandaigua National Corp | 0.16% | 47,243 | $1,831,611 | $2,086,723 | +$255,112 | +13.93% | |
| Goldman Sachs Group Inc | 0.00% | 45,095 | $1,748,333 | $1,991,846 | +$243,513 | +13.93% | |
| Cetera Investment Advisers | 0.00% | 43,874 | $1,701,011 | $1,937,915 | +$236,904 | +13.93% | |
| Pnc Financial Services Group, Inc. | 0.00% | 43,164 | $1,673,472 | $1,906,554 | +$233,082 | +13.93% | |
| Mariner, Llc | 0.00% | 43,074 | $1,669,992 | $1,902,579 | +$232,587 | +13.93% | |
| Opes Wealth Management Llc | 0.25% | 38,345 | $1,486,636 | $1,693,699 | +$207,063 | +13.93% | |
| Regatta Capital Group, Llc | 0.20% | 34,510 | $1,337,966 | $1,524,307 | +$186,341 | +13.93% | |
| Invera Wealth Advisors, Llc | 0.71% | 30,584 | $1,330,098 | $1,350,895 | +$20,797 | +1.56% | |
| Revolve Wealth Partners, Llc | 0.13% | 28,990 | $1,260,767 | $1,280,488 | +$19,721 | +1.56% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 30,709 | $1,190,580 | $1,356,417 | +$165,837 | +13.93% | |
| Rebel Financial Llc | 0.50% | 29,769 | $1,154,157 | $1,314,897 | +$160,740 | +13.93% | |
| Cresset Asset Management, Llc | 0.00% | 29,486 | $1,143,172 | $1,302,397 | +$159,225 | +13.93% | |
| Heritage Wealth Advisors | 0.04% | 26,854 | $1,041,139 | $1,186,141 | +$145,002 | +13.93% | |
| Tiaa Trust, National Association | 0.06% | 26,704 | $1,035,314 | $1,179,516 | +$144,202 | +13.93% | |
| Rtd Financial Advisors, Inc. | 0.10% | 21,811 | $948,571 | $963,392 | +$14,821 | +1.56% | |
| Farther Finance Advisors, Llc | 0.01% | 21,776 | $947,032 | $961,846 | +$14,814 | +1.56% | |
| Wealthshield Partners, Llc | 0.10% | 23,484 | $910,475 | $1,037,288 | +$126,813 | +13.93% | |
| Central Trust Co | 0.02% | 20,515 | $892,198 | $906,148 | +$13,950 | +1.56% | |
| Fingerlakes Wealth Management, Inc. | 0.45% | 19,135 | $832,190 | $845,193 | +$13,003 | +1.56% | |
| Addison Advisors Llc | 0.17% | 19,619 | $760,629 | $866,571 | +$105,942 | +13.93% | |
| Rvw Wealth, Llc | 0.05% | 17,113 | $744,244 | $755,881 | +$11,637 | +1.56% | |
| Parkside Financial Bank & Trust | 0.06% | 19,180 | $743,607 | $847,181 | +$103,574 | +13.93% | |
| Mml Investors Services, Llc | 0.00% | 18,702 | $725,075 | $826,067 | +$100,992 | +13.93% | |
| Carson Advisory Inc. | 0.36% | 18,070 | $700,574 | $798,152 | +$97,578 | +13.93% | |
| Coldstream Capital Management Inc | 0.01% | 18,007 | $698,132 | $795,369 | +$97,237 | +13.93% | |
| Osaic Holdings, Inc. | 0.00% | 17,857 | $692,447 | $788,744 | +$96,297 | +13.91% | |
| Stifel Financial Corp | 0.00% | 17,379 | $673,785 | $767,630 | +$93,845 | +13.93% | |
| Vicus Capital | 0.05% | 17,083 | $662,303 | $754,556 | +$92,253 | +13.93% | |
| Evergreen Capital Management Llc | 0.01% | 13,052 | $567,646 | $576,507 | +$8,861 | +1.56% | |
| Parallel Advisors, Llc | 0.01% | 14,636 | $567,438 | $646,472 | +$79,034 | +13.93% |
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.