Vault-13

NUSHARES ETF TR NUMV

NUVEEN ESG MIDVL · ETP · CUSIP 67092P508

130 institutional holders -3 vs Q1 2026
8,034,1698.0m shares reported held*
$349.5mreported value*
12 new 46 added 39 reduced 11 sold out net sold ≈ $12.1m (-278.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($125.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.50.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 107Q1 23: 110Q2 23: 106Q3 23: 102Q4 23: 117Q1 24: 113Q2 24: 116Q3 24: 117Q4 24: 127Q1 25: 130Q2 25: 127Q3 25: 127Q4 25: 127Q1 26: 133Q2 26: 130130Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022101
Q4 2022107
Q1 2023110
Q2 2023106
Q3 2023102
Q4 2023117
Q1 2024113
Q2 2024116
Q3 2024117
Q4 2024127
Q1 2025130
Q2 2025127
Q3 2025127
Q4 2025127
Q1 2026133
Q2 2026130

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 49 bought or addedQ3 24: 48 cut or sold outQ4 24: 65 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 56 cut or sold outQ2 25: 47 bought or addedQ2 25: 47 cut or sold outQ2 25Q3 25: 48 bought or addedQ3 25: 49 cut or sold outQ4 25: 64 bought or addedQ4 25: 42 cut or sold outQ4 25Q1 26: 59 bought or addedQ1 26: 45 cut or sold outQ2 26: 58 bought or addedQ2 26: 50 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244948
Q4 20246544
Q1 20254856
Q2 20254747
Q3 20254849
Q4 20256442
Q1 20265945
Q2 20265850

Biggest buyers

Abacus Wealth Partners, LLC Added +74,293+74.3k
EP Wealth Advisors, LLC New +42,020+42.0k
Bank of New York Mellon Corp Added +36,002+36.0k
JONES FINANCIAL COMPANIES LLLP Added +21,208+21.2k
Farther Finance Advisors, LLC Added +17,108+17.1k
Cambridge Investment Research Advisors, Inc. Added +16,401+16.4k
JPMORGAN CHASE & CO Added +15,657+15.7k
WELLS FARGO & COMPANY/MN Added +9,272+9.3k
Lido Advisors, LLC Added +7,643+7.6k
&PARTNERS Added +7,410+7.4k

Biggest sellers

MORGAN STANLEY Reduced -370,978-371.0k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -65,650-65.7k
GOLDMAN SACHS GROUP INC Reduced -29,221-29.2k
Invera Wealth Advisors, LLC Reduced -27,569-27.6k
WealthShield Partners, LLC Sold out -23,484-23.5k
Addison Advisors LLC Reduced -16,912-16.9k
Neumann Capital Management, LLC Sold out -16,180-16.2k
CITADEL ADVISORS LLC Sold out -12,940-12.9k
Tower Research Capital LLC (TRC) Reduced -11,742-11.7k
FLOW TRADERS U.S. LLC Sold out -8,972-9.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Abacus Wealth Partners, LLC 4.97% of their portfolio SANTA MONICA, CA 1,086,9881.1m $47.3m $47.3m 4.97% Added +74.3k +74,293
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,052,0101.1m $45.8m $45.8m 0.00% Reduced -371.0k -370,978
3 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.12% of their portfolio CHARLOTTE, NC 804,525804.5k $35.0m $35.0m 0.12% Reduced -65.7k -65,650
4 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 624,036624.0k $27.1m $27.1m 0.00% Added +36.0k +36,002
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 563,771563.8k $24.5m $24.5m 0.00% Added +2.7k +2,660
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 388,216388.2k $16.9m $16.9m 0.00% Added +931 +931
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 284,146284.1k $12.4m $12.4m 0.00% Reduced -1.8k -1,798
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% of their portfolio Seattle, WA 266,948266.9k $11.6m $11.6m 0.17% Reduced -343 -343
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 266,019266.0k $11.6m $11.6m 0.00% Added +1.3k +1,276
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 199,475199.5k $8.7m $8.7m 0.00% Added +9.3k +9,272
11 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 188,209188.2k $8.2m $8.2m 0.00% Added +21.2k +21,208
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 187,468187.5k $8.2m $8.2m 0.01% Added +7.2k +7,171
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 184,442184.4k $8.0m $8.0m 0.00% Added +7.2k +7,196
14 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 164,656164.7k $7.2m $7.2m 0.03% Reduced -1.2k -1,169
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,988152.0k $6.6m $6.6m 0.00% Reduced -1.6k -1,619
16 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 108,835108.8k $4.7m $4.7m 0.01% Reduced -74 -74
17 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 101,067101.1k $4.4m $4.4m 0.00% Added +426 +426
18 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 99,15999.2k $4.3m $4.3m 0.02% Added +7.4k +7,410
19 Fiduciary Trust Co 0.04% of their portfolio Boston, MA 81,67081.7k $3.6m $3.6m 0.04% Unchanged
20 WCG Wealth Advisors LLC 0.07% of their portfolio LAS VEGAS, NV 63,61863.6k $2.8m $2.8m 0.07% Added +6.3k +6,268
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 50,80650.8k $2.2m $2.2m 0.00% Added +15.7k +15,657
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,19547.2k $2.1m $2.1m 0.00% Added +3.3k +3,321
23 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 44,09544.1k $1.9m $1.9m 0.00% Added +931 +931
24 CANANDAIGUA NATIONAL BANK & TRUST CO 0.16% of their portfolio CANANDAIGUA, NY 43,88743.9k $1.9m $1.9m 0.16% First filing
25 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 42,02042.0k $1.8m $1.8m 0.01% New
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,44639.4k $1.7m $1.7m 0.00% Reduced -3.6k -3,628
27 REGATTA CAPITAL GROUP, LLC 0.20% of their portfolio EL SEGUNDO, CA 34,92934.9k $1.5m $1.5m 0.20% Added +419 +419
28 Invera Wealth Advisors, LLC 0.71% of their portfolio BEND, OR 30,58430.6k $1.3m $1.3m 0.71% Reduced -27.6k -27,569
29 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 29,88129.9k $1.3m $1.3m 0.00% Added +395 +395
30 Revolve Wealth Partners, LLC 0.13% of their portfolio Hackensack, NJ 28,99029.0k $1.3m $1.3m 0.13% Reduced -65 -65
31 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,56428.6k $1.2m $1.2m 0.00% Added +16.4k +16,401
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,43627.4k $1.2m $1.2m 0.00% Reduced -3.3k -3,273
33 Heritage Wealth Advisors 0.04% of their portfolio RICHMOND, VA 26,91426.9k $1.2m $1.2m 0.04% Added +60 +60
34 TIAA TRUST, NATIONAL ASSOCIATION 0.07% of their portfolio CHARLOTTE, NC 26,70426.7k $1.2m $1.2m 0.07% Unchanged
35 RTD Financial Advisors, Inc. 0.10% of their portfolio Philadelphia, PA 21,81121.8k $948.6k $948.6k 0.10% Reduced -49 -49
36 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 21,77621.8k $947.0k $947.0k 0.01% Added +17.1k +17,108
37 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 21,57421.6k $938.0k $938.0k 0.00% Added +4.8k +4,806
38 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 20,84820.8k $906.7k $906.7k 0.00% Added +7.6k +7,643
39 CENTRAL TRUST Co 0.02% of their portfolio JEFFERSON CITY, MO 20,51520.5k $892.2k $892.2k 0.02% Added +79 +79
40 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,30920.3k $883.2k $883.2k 0.00% Added +1.6k +1,607
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,90019.9k $865.6k $865.6k 0.00% Added +2.0k +2,043
42 Fingerlakes Wealth Management, Inc. 0.45% of their portfolio ITHACA, NY 19,13519.1k $832.2k $832.2k 0.45% Added +1 +1
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,89618.9k $821.8k $821.8k 0.00% Added +53 +53
44 Carson Advisory Inc. 0.36% of their portfolio ATHENS, GA 18,07018.1k $785.9k $785.9k 0.36% Unchanged
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 18,03418.0k $784.3k $784.3k 0.00% Added +4.5k +4,531
46 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 18,00718.0k $783.1k $783.1k 0.01% Unchanged
47 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,45917.5k $759.3k $759.3k 0.00% Added +80 +80
48 RVW Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 17,11317.1k $744.2k $744.2k 0.05% Unchanged
49 VICUS CAPITAL 0.05% of their portfolio STATE COLLEGE, PA 16,90316.9k $735.1k $735.1k 0.05% Reduced -180 -180
50 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 16,00016.0k $695.8k $695.8k 0.02% Unchanged
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,87415.9k $690.4k $690.4k 0.00% Reduced -29.2k -29,221
52 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,63614.6k $636.5k $636.5k 0.01% Unchanged
53 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 13,05213.1k $567.6k $567.6k 0.01% Added +3.8k +3,753
54 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,91812.9k $561.8k $561.8k 0.00% Unchanged
55 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 11,88111.9k $516.7k $516.7k 0.00% Reduced -50 -50
56 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 11,63211.6k $505.9k $505.9k 0.02% Unchanged
57 Stratos Investment Management, LLC 0.02% of their portfolio BEACHWOOD, OH 11,45011.4k $498.0k $498.0k 0.02% Unchanged
58 Betterment LLC 0.00% of their portfolio NEW YORK, NY 11,21111.2k $488.0k $488.0k 0.00% Reduced -211 -211
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,90610.9k $482.5k $482.5k 0.00% Added +5.2k +5,241
60 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,89910.9k $474.0k $474.0k 0.00% Reduced -1.8k -1,824
61 LexAurum Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 10,45610.5k $454.7k $454.7k 0.05% Added +455 +455
62 Trust Co 0.04% of their portfolio MANHATTAN, KS 9,7789.8k $425.2k $425.2k 0.04% Reduced -498 -498
63 Cornerstone Financial Management LLC 0.34% of their portfolio BURLINGTON, MA 9,7249.7k $422.9k $422.9k 0.34% Added +336 +336
64 Simmons Bank 0.02% of their portfolio Pine Bluff, AR 9,5829.6k $416.7k $416.7k 0.02% Reduced -1.1k -1,061
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,2819.3k $403.6k $403.6k 0.00% Added +4.1k +4,056
66 Bragg Financial Advisors, Inc 0.01% of their portfolio CHARLOTTE, NC 9,0499.0k $393.5k $393.5k 0.01% Unchanged
67 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 8,8868.9k $386.5k $386.5k 0.00% Added +948 +948
68 CX Institutional 0.01% of their portfolio AUBURN, IN 8,5698.6k $373.0k $373.0k 0.01% Reduced -38 -38
69 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,2538.3k $358.9k $358.9k 0.00% Reduced -53 -53
70 Falcon Wealth Planning 0.02% of their portfolio Ontario, CA 7,9598.0k $346.1k $346.1k 0.02% Reduced -869 -869
71 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 7,9007.9k $343.6k $343.6k 0.00% Unchanged
72 Private Wealth Management Group, LLC 0.07% of their portfolio PRINCETON, NJ 6,8976.9k $300.0k $300.0k 0.07% Reduced -3.8k -3,830
73 Ipsen Advisor Group LLC 0.19% of their portfolio LITTLE ROCK, AR 6,8546.9k $298.1k $298.1k 0.19% Added +202 +202
74 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,8146.8k $296.3k $296.3k 0.01% Added +126 +126
75 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 6,2886.3k $273.4k $273.4k 0.01% Reduced -608 -608
76 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 6,2806.3k $273.1k $273.1k 0.00% Unchanged
77 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 5,8795.9k $256.0k $256.0k 0.00% Added +454 +454
78 STAGE HARBOR FINANCIAL, LLC 0.14% of their portfolio WESTWOOD, MA 5,7555.8k $250.3k $250.3k 0.14% Unchanged
79 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 5,7235.7k $248.9k $248.9k 0.00% Reduced -137 -137
80 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,4155.4k $235.5k $235.5k 0.00% Reduced -308 -308
81 Joel Adams & Associates, Inc. 0.15% of their portfolio ASHEVILLE, NC 5,3535.4k $232.8k $232.8k 0.15% Reduced -74 -74
82 McClarren Financial Advisors, Inc. 0.12% of their portfolio STATE COLLEGE, PA 5,2355.2k $227.7k $227.7k 0.12% New
83 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 5,1595.2k $224.4k $224.4k 0.00% New
84 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 5,0735.1k $220.6k $220.6k 0.01% Unchanged
85 NATURAL INVESTMENTS, LLC 0.05% of their portfolio WINDSOR, CA 4,9464.9k $215.0k $215.0k 0.05% New
86 BLUELINE ADVISORS LLC 0.15% of their portfolio EXETER, NH 4,9114.9k $213.6k $213.6k 0.15% Reduced -25 -25
87 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 4,8484.8k $210.8k $210.8k 0.02% New
88 Legacy Edge Advisors, LLC 0.02% of their portfolio SYOSSET, NY 4,7904.8k $208.3k $208.3k 0.02% New
89 RMG Wealth Management LLC 0.02% of their portfolio PLATTEVILLE, WI 4,3304.3k $229.0k $229.0k 0.02% New
90 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,5033.5k $152.4k $152.4k 0.00% Added +117 +117
91 MARSHALL INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio LITTLETON, CO 2,7912.8k $121.4k $121.4k 0.05% Added +193 +193
92 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,7722.8k $120.5k $120.5k 0.00% Added +339 +339
93 Addison Advisors LLC 0.06% of their portfolio MIDDLEBURY, VT 2,7072.7k $117.7k $117.7k 0.06% Reduced -16.9k -16,912
94 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 2,2202.2k $96.5k $96.5k 0.00% Unchanged
95 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 2,1382.1k $94.3k $94.3k 0.00% Reduced -168 -168
96 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 2,0172.0k $87.7k $87.7k 0.00% Reduced -166 -166
97 Greykasell Wealth Strategies, Inc. 0.03% of their portfolio DANVILLE, CA 1,8341.8k $79.8k $79.8k 0.03% Unchanged
98 ABOUND FINANCIAL, LLC 0.03% of their portfolio GRANITE BAY, CA 1,7111.7k $74.4k $74.4k 0.03% Reduced -3.7k -3,707
99 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,5821.6k $68.8k $68.8k 0.00% Added +948 +948
100 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,5651.6k $68.1k $68.1k 0.00% Reduced -11.7k -11,742