NUMV

Nuveen Esg Mid-Cap Value ETF$43.02 0.94%
UnclassifiedUSCUSIP 67092P508· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
81
+7 QoQ
13F Value (tracked)
$263.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)13 adding · 7 trimming
Insider net (180d)$0

Price & smart-money activity

$43.02 0.94%5Y +19.9%
$25.51$30.32$35.13$39.95$44.76202120222023202420252026931127511747313675510371257939310797675136107129
Hover for who · click for detailEnd-of-day closing prices52w $35.09 – $43.43
Build

Use NUMV data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns NUMV

This stock page is the Follow view. The Build view lets your agent query NUMV owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NUMV"
Ask your agent
Use Arkolith to show who owns NUMV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

81 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$55.2M
1.4M
−3.1%
Reduced · −45K sh
Q1 2026
2TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$33.7M
870K
New
+870K sh
Q1 2026
3Bank of New York Mellon Corp
$22.8M
588K
+2.5%
Added · +14K sh
Q1 2026
4ROYAL BANK OF CANADA
$21.8M
561K
+4.4%
Added · +24K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$15.0M
387K
−28%
Reduced · −151K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$11.1M
286K
−1.9%
Reduced · −6K sh
Q1 2026
7Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$10.4M
267K
−1.7%
Reduced · −5K sh
Q1 2026
8UBS Group AG
$10.3M
265K
+0.8%
Added · +2K sh
Q1 2026
9WELLS FARGO & COMPANY/MN
$7.4M
190K
+18%
Added · +30K sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$7.0M
180K
+8.8%
Added · +15K sh
Q1 2026
11ENVESTNET ASSET MANAGEMENT INC
$6.9M
177K
+47%
Added · +56K sh
Q1 2026
12Beacon Pointe Advisors, LLC
$6.4M
166K
+5.5%
Added · +9K sh
Q1 2026
13JONES FINANCIAL COMPANIES LLLP
$6.3M
167K
+23%
Added · +31K sh
Q1 2026
14LPL Financial LLC
$6.0M
154K
−74%
Reduced · −436K sh
Q1 2026
15Rockefeller Capital Management L.P.
$4.2M
109K
+9.0%
Added · +9K sh
Q1 2026
16Creative Planning
$3.9M
101K
Held
Q1 2026
17&PARTNERS
$3.6M
92K
+53%
Added · +32K sh
Q1 2026
18FIDUCIARY TRUST CO
$3.2M
82K
Held
Q1 2026
19WCG Wealth Advisors LLC
$2.2M
57K
+2.2%
Added · +1K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$1.7M
45K
New
+45K sh
Q1 2026
21Cetera Investment Advisers
$1.7M
44K
+7.5%
Added · +3K sh
Q1 2026
22PNC FINANCIAL SERVICES GROUP, INC.
$1.7M
43K
+41%
Added · +13K sh
Q1 2026
23Mariner, LLC
$1.7M
43K
+14%
Added · +5K sh
Q1 2026
24JPMORGAN CHASE & CO
$1.3M
35K
−8.4%
Reduced · −3K sh
Q1 2026
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$1.2M
31K
+2.8%
Added · +826 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
8
funds
Reduced
7
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

82 funds+26 since Q2 2022
04182Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $263.9M

Funds that own NUMV also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV40 funds$16.8B
APPLE INCAAPL40 funds$16.7B
NVIDIA CORPNVDA40 funds$16.3B
MICROSOFT CORPMSFT40 funds$14.2B
SS SPDR S&P 500 ETF TRUST-USSPY40 funds$11.9B
AMAZON.COM INCAMZN40 funds$10.4B
BROADCOM INCAVGO40 funds$6.8B
ALPHABET INC-CL CGOOG40 funds$6.3B
META PLATFORMS INC-CLASS AMETA40 funds$6.0B
JPMORGAN CHASE & COJPM40 funds$5.7B
ISHARES CORE MSCI EMERGINGIEMG40 funds$5.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B40 funds$5.0B

Ranked by how many of NUMV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NUMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.