ETF Holders

Who owns NUMV?

Small or mid cap

Nuveen ESG Mid-Cap Value ETF · Nuveen

130 institutions reported holding NUMV, worth $349.6M, in Form 13F filings for June 30, 2026.

13F holders
130
Institutional value
$349.6M
Change from prior quarter
+9.5%
+$30.2M, with price moves
New and sold-out firms
16 / 12
46 added, 39 trimmed

Top 10 institutional holders of NUMV

FirmLocationValueSharesChange
Abacus Wealth Partners, LLCSanta Monica, CA$47.3M1,086,988+74,293 shares
Morgan StanleyNew York, NY$45.8M1,052,010−370,978 shares
TIAA-CREF Individual & Institutional Services, LLCCharlotte, NC$35.0M804,525−65,650 shares
Bank of New York Mellon CorpNew York, NY$27.1M624,036+36,002 shares
Royal Bank of CanadaToronto, Ontario, Canada$24.5M563,771+2,660 shares
Raymond James Financial Inc.St. Petersburg, FL$16.9M388,216+931 shares
Bank of America Corp.Charlotte, NC$12.4M284,146−1,798 shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementSeattle, WA$11.6M266,948−343 shares
UBS Group AGZurich, Switzerland$11.6M266,019+1,276 shares
Wells Fargo & CompanySan Francisco, CA$8.7M199,475+9,272 shares
120 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

AVMC
Avantis U.S. Mid Cap Equity ETF
79 holders, $337.2M
XSVM
Invesco S&P SmallCap Value with Momentum ETF
131 holders, $371.0M
FSCC
Federated Hermes MDT Small Cap Core ETF
40 holders, $327.8M
XMVM
Invesco S&P MidCap Value with Momentum ETF
102 holders, $317.2M
SMDV
ProShares S&P SmallCap 600 Dividend Aristocrats ETF
139 holders, $389.6M
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
107 holders, $309.4M
DWAS
Invesco DWA SmallCap Momentum ETF
105 holders, $307.0M
ISCV
iShares Morningstar Small-Cap Value ETF
130 holders, $393.2M

Compare what they hold: NUMV vs AVMC, NUMV vs XSVM, NUMV vs FSCC, NUMV vs XMVM.

Frequently asked questions

Who owns NUMV?

130 institutional managers reported holding NUMV in Form 13F filings for June 30, 2026, worth $349.6M in total. The largest reported position was held by Abacus Wealth Partners, LLC, at $47.3M.

Did institutions buy or sell NUMV last quarter?

Reported 13F value rose 9.5% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 12 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is NUMV ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.