Stock ownership · SEC 13F · Q3 2025

NUVEEN ESG MID-CAP VALUE ETF

Institutional ownership of NUVEEN ESG MID-CAP VALUE ETF (CUSIP 67092P508) - who holds it, how concentrated it is, and what moved last quarter.

$1.8M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $1.8M of NUVEEN ESG MID-CAP VALUE ETF positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$1.8M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 67092P508 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $1.8M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - NUVEEN ESG MID-CAP VALUE ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of NUVEEN ESG MID-CAP VALUE ETF
  1. 1
    Opes Wealth Management LLC $1.5M
  2. 2
    JPMORGAN CHASE & CO $323K
  3. 3
    Urban Financial Advisory Corp $22K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a NUVEEN ESG MID-CAP VALUE ETF position has risen from 1 to 3 over the last 5 quarters of 13F filings.

0.511.522.533.5 Q1'24Q3'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding NUVEEN ESG MID-CAP VALUE ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Opes Wealth Management LLC 38,115 $1.5M 81.0%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 8,346 $323K 17.7%
3 Urban Financial Advisory Corp 571 $22K 1.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among NUVEEN ESG MID-CAP VALUE ETF's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
82.3%
Shared-other discretion (OTR)
17.7%

Latest Quarter Activity · Q3 2025

New positions (3)

Opes Wealth Management LLC $1.5M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $323K
Urban Financial Advisory Corp $22K

Complete exits (1)

THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold NUVEEN ESG MID-CAP VALUE ETF?▼
NUVEEN ESG MID-CAP VALUE ETF is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of NUVEEN ESG MID-CAP VALUE ETF?▼
Institutions report $1.8M of NUVEEN ESG MID-CAP VALUE ETF as of Q3 2025.
How concentrated is ownership of NUVEEN ESG MID-CAP VALUE ETF?▼
The top five institutional holders account for 100% of the reported institutional value in NUVEEN ESG MID-CAP VALUE ETF, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of NUVEEN ESG MID-CAP VALUE ETF?▼
Opes Wealth Management LLC is the largest reported holder of NUVEEN ESG MID-CAP VALUE ETF with $1.5M across 38,115 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.