NUMV institutional holders

Nuveen ESG Mid-Cap Value ETF · 137 reporting institutions · $352M reported value

Funds that can replace NUMV · NUMV return decomposition

Institutional holdings

Institutions reporting NUMV, largest first
InstitutionReported positionAdvisors at firmReport period
Abacus Wealth Partners, LLC$47.3M502026-06-30
Morgan Stanley$45.8M23,1852026-06-30
TIAA-CREF Individual & Institutional Services, LLC$35M1,7212026-06-30
Bank of New York Mellon Corp$27.1M02026-06-30
Royal Bank of Canada$24.5M02026-06-30
Raymond James Financial Inc$16.9M02026-06-30
Bank of America Corp /de$12.4M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$11.6M02026-06-30
UBS Group AG$11.6M02026-06-30
Wells Fargo & Company/mn$8.7M02026-06-30
Jones Financial Companies LLLP$8.2M02026-06-30
Commonwealth Equity Services, LLC$8.2M2,8632026-06-30
Envestnet Pmc$8M602026-06-30
Beacon Pointe Advisors, LLC$7.2M4662026-06-30
Lpl Financial LLC$6.6M23,4582026-06-30
Rockefeller Capital Management LP$4.7M3462026-06-30
Creative Planning$4.4M1,1712026-06-30
&partners$4.3M5552026-06-30
Fiduciary Trust Co$3.6M02026-06-30
Wcg Wealth Advisors LLC$2.8M1302026-06-30
Jpmorgan Chase & Co$2.2M02026-06-30
Cetera Investment Advisers$2.1M10,3702026-06-30
PNC Financial Services Group, Inc.$1.9M02026-06-30
Canandaigua National Bank & Trust Co$1.9M02026-06-30
Canandaigua National Corp$1.8M02026-03-31
Ep Wealth Advisors, LLC$1.8M3382026-06-30
Mariner, LLC$1.7M02026-06-30
Regatta Capital Group, LLC$1.5M142026-06-30
Opes Wealth Management LLC$1.5M02026-03-31
Invera Wealth Advisors, LLC$1.3M22026-06-30
Cresset Asset Management, LLC$1.3M2122026-06-30
Revolve Wealth Partners, LLC$1.3M142026-06-30
Northwestern Mutual Wealth Management Co$1.2M02026-06-30
Heritage Wealth Advisors$1.2M152026-06-30
TIAA Trust, National Association$1.2M02026-06-30
Rebel Financial LLC$1.2M72026-03-31
Rtd Financial Advisors, Inc.$948.6K202026-06-30
Farther Finance Advisors, LLC$947K3342026-06-30
Lido Advisors, LLC$906.7K3202026-06-30
Central Trust Co$892.2K02026-06-30
MML Investors Services, LLC$883.2K5,1202026-06-30
Osaic Holdings, Inc.$865.6K02026-06-30
Fingerlakes Wealth Management, Inc.$832.2K42026-06-30
Newedge Advisors$821.8K6012026-06-30
Carson Advisory Inc.$785.9K72026-06-30
Ameriprise Financial Inc$784.3K02026-06-30
Coldstream Capital Management Inc$783.1K1362026-06-30
Stifel Financial Corp$759.3K02026-06-30
Rvw Wealth, LLC$744.2K82026-06-30
Parkside Financial Bank & Trust$743.6K02026-03-31
Vicus Capital$735.1K902026-06-30
Sageview Advisory Group, LLC$695.8K942026-06-30
Goldman Sachs Group Inc$690.4K02026-06-30
Parallel Advisors, LLC$636.5K752026-06-30
Evergreen Capital Management LLC$567.6K282026-06-30
Corient Private Wealth LP$561.8K6742026-06-30
Commerce Bank$516.7K02026-06-30
Pfg Investments, LLC$505.9K02026-06-30
Stratos Investment Management, LLC$498K72026-06-30
Wealth Enhancement Advisory Services, LLC$482.5K1,0262026-06-30
Private Advisor Group, LLC$474K9272026-06-30
Lexaurum Advisors, LLC$454.7K352026-06-30
Trust Co$425.2K02026-06-30
Cornerstone Financial Management LLC$422.9K42026-06-30
Simmons Bank$416.7K02026-06-30
Susquehanna International Group, LLP$403.6K02026-06-30
Bragg Financial Advisors Inc$393.5K152026-06-30
Assetmark, Inc$386.5K2202026-06-30
Focus Partners Wealth$358.9K1,0482026-06-30
Cwm, LLC$354.5K6672026-03-31
Falcon Wealth Planning$346.1K242026-06-30
First Manhattan Co. Llc.$343.6K662026-06-30
Private Wealth Management Group, LLC$300K72026-06-30
Ipsen Advisor Group LLC$298.1K32026-06-30
Dynamic$296.3K752026-06-30
McAdam LLC$273.4K1352026-06-30
Summit Financial, LLC$273.1K2292026-06-30
Stage Harbor Financial$250.3K72026-06-30
Wealthcare Advisory Partners LLC$248.9K1702026-06-30
Signet Financial Management, LLC$243.5K122026-03-31
Hightower Advisors, LLC$235.5K1,0462026-06-30
Joel Adams and Associates Inc.$232.8K32026-06-30
Rosemeyer Management Group$229K152026-06-30
McClarren Financial Advisors, Inc.$227.7K82026-06-30
Equitable Holdings, Inc.$224.4K02026-06-30
Vestgen Advisors, LLC$220.6K582026-06-30
Blueline Advisors LLC$213.6K42026-06-30
Institute for Wealth Management, Llc.$210.8K132026-06-30
Legacy Edge Advisors, LLC$208.3K182026-06-30
Harbour Investments, Inc.$152.4K2472026-06-30
Marshall Investment Management, LLC$121.4K82026-06-30
Steward Partners Investment Advisory, LLC$120.5K4812026-06-30
Marble Trail Advisors$117.7K42026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$96.5K02026-06-30
Whittier Trust Co$94.3K02026-06-30
Umb Bank, N.A.$87.7K02026-06-30
Greykasell Wealth Strategies, Inc.$79.8K22026-06-30
Abound Financial, LLC$74.4K32026-06-30
Advisornet Wealth Partners$68.8K582026-06-30
Tower Research Capital LLC (trc)$68.1K02026-06-30
Fmr LLC$61.9K02026-06-30
Ameritas Investment Partners, Inc.$53.3K72026-06-30
Comerica Bank$53K02025-12-31
Fifth Third Bancorp$41.6K02026-06-30
Concord Wealth Partners$35.2K112026-06-30
Three Bearings Fiduciary Advisors, Inc.$34.7K22026-06-30
Manning & Napier Advisors LLC$33.1K422026-06-30
TIAA Wealth Investment Management LLC$29.3K72026-06-30
Ifg Advisory, LLC$28.9K1102026-06-30
Millstone Evans Group, LLC$22.6K72026-06-30
Urban Financial Advisory Corp$22.3K32026-06-30
Cape Investment Advisory, Inc.$21.7K352026-06-30
Aptus Capital Advisors, LLC$20.2K212026-06-30
Integrated Wealth Concepts LLC$19.9K4802026-06-30
Crewe Advisors LLC$17.8K262026-06-30
Iag Wealth Partners, LLC$16.3K172026-06-30
Bruce G. Allen Investments, LLC$16.1K32026-06-30
Harbor Asset Planning, Inc.$14K22026-06-30
Mcf Advisors LLC$13.8K332026-06-30
Dt Investment Partners, LLC$13.1K82026-06-30
Rossby Financial, Lcc$12K312026-06-30
International Assets Investment Management, LLC$5.4K1222026-06-30
Orion Capital Management LLC$3.8K42026-06-30
Allworth Financial, LP$3.7K3172026-06-30
Ifp Advisors, Inc$3.1K3182026-06-30
Lanark Financial, Inc.$3K692026-06-30
Eversource Wealth Advisors, LLC$3K772026-06-30
Dhjj Financial Advisors, Ltd.$1.5K72026-06-30
Global Retirement Partners LLC$1.2K4912026-06-30
Natixis Advisors, LLC$938572026-06-30
Vanguard Advisers Inc$8262,4692026-06-30
Betterment LLC$488282026-06-30
Cambridge Investment Research Advisors, Inc.$4723,9402026-03-31
Hilton Head Capital Partners, LLC$39162026-06-30
Cx Institutional$373802026-06-30
Thrivent Financial for Lutherans$25602026-06-30
Natural Investments$215232026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30