NUVEEN ESG MID-CAP VALUE ETF

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NUMV·67092P508·US·ETF·Unknown - Unknown

NUMV (NUVEEN ESG MID-CAP VALUE ETF) is held by 48 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($45.8M), Bank of New York Mellon Corp ($27.1M), ROYAL BANK OF CANADA ($24.5M). Net institutional sentiment: Mixed.

48

Holders

(8 Elite)

$215.6M

Total Value

60% (48)

Consensus

29 buying - 19 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)65

Activist (13D/13G)52

Congressional (STOCK Act)35

Holder Quality

57

★★★★★

Elite

85

★★★★

Strong

65

★★★

Solid

23

★★

Below

54

★

Weak

Held by 48 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for NUMV.

Top Holders

Top Holders (48)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	1.1M(-26.1%)	$45.8M	0.0%	+40.12%	0
Bank of New York Mellon Corp	Increased	624,036(+6.1%)	$27.1M	0.0%	+28.79%	31
ROYAL BANK OF CANADA	Increased	563,771(+0.5%)	$24.5M	0.0%	+28.98%	29
RAYMOND JAMES FINANCIAL INC	Increased	388,216(+0.2%)	$16.9M	0.0%	+31.79%	28
BANK OF AMERICA CORP /DE/	Decreased	284,146(-0.6%)	$12.4M	0.0%	+32.77%	0
UBS Group AG	Increased	266,019(+0.5%)	$11.6M	0.0%	+71.62%	28
WELLS FARGO & COMPANY/MN	Increased	199,475(+4.9%)	$8.7M	0.0%	+41.92%	29
JONES FINANCIAL COMPANIES LLLP	Increased	188,209(+12.7%)	$8.2M	0.0%	+26.16%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	187,468(+4.0%)	$8.2M	0.0%	+48.75%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	184,442(+4.1%)	$8M	0.0%	+31.15%	29
LPL Financial LLC	Decreased	151,988(-1.1%)	$6.6M	0.0%	+45.14%	0
Rockefeller Capital Management L.P.	Decreased	108,835(-0.1%)	$4.7M	0.0%	+18.60%	0
Creative Planning	Increased	101,067(+0.4%)	$4.4M	0.0%	+50.54%	27
&PARTNERS	Increased	99,159(+8.1%)	$4.3M	0.0%	+15.04%	29
JPMORGAN CHASE & CO	Increased	50,806(+44.5%)	$2.2M	0.0%	+16.68%	35
Cetera Investment Advisers	Increased	47,195(+7.6%)	$2.1M	0.0%	+42.19%	28
PNC FINANCIAL SERVICES GROUP, INC.	Increased	44,095(+2.2%)	$1.9M	0.0%	+35.49%	26
EP Wealth Advisors, LLC	New	42,020	$1.8M	0.0%	+4.30%	36
Mariner, LLC	Decreased	39,446(-8.4%)	$1.7M	0.0%	+25.91%	0
Cresset Asset Management, LLC	Increased	29,881(+1.3%)	$1.3M	0.0%	+45.71%	26

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer