DOSSIER · 13F Holders · Q1 2026
NUW

NUVEEN AMT-FREE MUN VALUE FD

71 institutions still hold NUVEEN AMT-FREE MUN VALUE FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 670695105·71 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$81M
visible holders
Holders
71
filers reporting
Concentration
19.21%
1607 Capital Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported NUW in Q1 2026. 1607 Capital Partners, LLC leads at 19.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
1607 Capital Partners, LLC
CIK 0001436866
$16M1.1M1.12%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$9M659K0.00%Q1 2026
03
Tortoise Investment Management, LLC
CIK 0001599511
$8M525K0.62%Q1 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M446K0.05%Q1 2026
05
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$6M425K0.17%Q2 2026
06
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$6M419K0.30%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M360K0.00%Q1 2026
08
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M273K0.01%Q1 2026
09
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M258K0.00%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$3M216K0.00%Q1 2026
11
UBS Group AG
CIK 0001610520
$2M157K0.00%Q1 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M156K0.00%Q1 2026
13
VAN ECK ASSOCIATES CORP
CIK 0000869178
$2M146K0.00%Q1 2026
14
Invesco Ltd.
CIK 0000914208
$1M99K0.00%Q1 2026
15
AHL INVESTMENT MANAGEMENT, INC.
CIK 0001908425
$1M81K0.79%Q3 2025
16
Smartleaf Asset Management LLC
CIK 0002010393
$1M82K0.04%Q1 2026
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M78K0.00%Q1 2026
18
Sanctuary Advisors, LLC
CIK 0001777271
$1M75K0.01%Q1 2026
19
Breakwater Capital Group
CIK 0001964309
$909K63K0.11%Q2 2026
20
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$870K61K0.00%Q1 2026
Page 1 of 4
51 more holders available. Log in →
Insiders at NUVEEN AMT-FREE MUN VALUE FD
Robert Young LNuveen Fund Advisors, LlcSchneider William J