NUMV · Nuveen ESG Mid-Cap Value ETF ETF
$44.78
-0.22 (-0.48%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $1,752,688
Total Shares: 40,301
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
43.8%
−56.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,530
Highly concentrated−6,470
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+381.5%
Shares held:
+329.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +336 | 9,724 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 17,659 | $767,989 | |
| Large Corient Private Wealth LLC | 12,918 | $561,803 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Parkside Financial Bank & Trust Bank NUMV | $767,989 | 43.82% | 17,659 | Shares | 2026-09-04 | |
| Large Corient Private Wealth LLC NUMV | $561,803 | 32.05% | 12,918 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC NUMV | $422,896 | 24.13% | 9,724 | Shares | 2026-08-28 |