NUMV

Nuveen ESG Mid-Cap Value
$38.64+0.01 (+0.02%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.4682459883709384e+257B

Total Value

$5.700038652360002e+186T

% of Float

Price History

$30.28$33.10$35.92$38.75$41.57Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,468,245$57.0M0.00%Share
2Abacus Wealth Partners, LLC988,370$38.7M3.79%Share
3TIAA TRUST, NATIONAL ASSOCIATION938,467$36.0M0.09%Share
4LPL Financial LLC589,741$23.0M0.01%Share
5ROYAL BANK OF CANADA532,940$20.0M0.00%Share
6RAYMOND JAMES FINANCIAL INC472,987$18.0M0.01%Share
7Bank of New York Mellon Corp418,690$16.0M0.00%Share
8Empirical Financial Services, LLC d.b.a. Empirical Wealth Management271,862$10.6M0.19%Share
9UBS Group AG262,616$10.3M0.00%Share
10BANK OF AMERICA CORP /DE/228,644$8.0M0.00%Share
11COMMONWEALTH EQUITY SERVICES, LLC165,771$6.0M0.01%Share
12Beacon Pointe Advisors, LLC157,154$6.0M0.04%Share
13JONES FINANCIAL COMPANIES LLLP135,803$5.0M0.00%Share
14ENVESTNET ASSET MANAGEMENT INC120,766$4.0M0.00%Share
15Rockefeller Capital Management L.P.98,686$3.0M0.01%Share
16Creative Planning100,641$3.0M0.00%Share
17WELLS FARGO & COMPANY/MN82,161$3.0M0.00%Share
18FIDUCIARY TRUST CO80,634$3.0M0.03%Share
19Bank of New York Mellon Corp100,041$3.0M0.00%Share
20Invera Wealth Advisors, LLC59,513$2.3M1.47%Share
21WCG Wealth Advisors LLC56,111$2.2M0.06%Share
22&PARTNERS60,120$2.0M0.01%Share
23RAYMOND JAMES FINANCIAL INC65,315$2.0M0.00%Share
24WELLS FARGO & COMPANY/MN61,868$2.0M0.00%Share
25CANANDAIGUA NATIONAL BANK & TRUST CO47,083$1.8M0.16%Share
26Opes Wealth Management LLC38,245$1.5M0.24%Share
27REGATTA CAPITAL GROUP, LLC31,769$1.2M0.19%Share
28Revolve Wealth Partners, LLC28,979$1.1M0.13%Share
29Heritage Wealth Advisors25,919$1.0M0.04%Share
30Cetera Investment Advisers40,793$1.0M0.00%Share
31PNC FINANCIAL SERVICES GROUP, INC.30,623$1.0M0.00%Share
32Bank of New York Mellon Corp40,441$1.0M0.00%Share
33BANK OF AMERICA CORP /DE/34,579$1.0M0.00%Share
34BANK OF AMERICA CORP /DE/28,355$1.0M0.00%Share
35SUSQUEHANNA INTERNATIONAL GROUP, LLP27,592$1.0M0.00%Share
36Mariner, LLC37,939$1.0M0.00%Share
37Cresset Asset Management, LLC28,570$1.0M0.00%Share
38RTD Financial Advisors, Inc.21,889$855K0.10%Share
39WealthShield Partners, LLC21,582$843K0.09%Share
40Addison Advisors LLC19,359$756K0.17%Share
41Parkside Financial Bank & Trust19,180$749K0.06%Share
42Carson Advisory Inc.18,970$741K0.39%Share
43Fingerlakes Wealth Management, Inc.18,967$741K0.47%Share
44VICUS CAPITAL17,743$693K0.05%Share
45RVW Wealth, LLC17,182$671K0.05%Share
46CENTRAL TRUST Co16,903$660K0.01%Share
47Neumann Capital Management, LLC15,930$622K0.18%Share
48Corient Private Wealth LLC12,918$505K0.00%Share
49Fifth Third Wealth Advisors LLC11,510$450K0.02%Share
50Stratos Investment Management, LLC11,450$447K0.02%Share