DOSSIER · 13F Holders · Q2 2026
NUW

NUVEEN AMT-FREE MUN VALUE FD

71 institutions still hold NUVEEN AMT-FREE MUN VALUE FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 670695105·71 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$78M
visible holders
Holders
71
filers reporting
Concentration
14.79%
1607 Capital Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported NUW in Q2 2026. 1607 Capital Partners, LLC leads at 14.8% 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
$12M804K1.01%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$9M601K0.00%Q2 2026
03
Tortoise Investment Management, LLC
CIK 0001599511
$7M511K0.55%Q2 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M426K0.04%Q2 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
$6M386K0.00%Q2 2026
08
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M280K0.01%Q2 2026
09
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M262K0.00%Q2 2026
10
LPL Financial LLC
CIK 0001403438
$3M233K0.00%Q2 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M168K0.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$2M156K0.00%Q2 2026
13
VAN ECK ASSOCIATES CORP
CIK 0000869178
$2M151K0.00%Q2 2026
14
Invesco Ltd.
CIK 0000914208
$2M131K0.00%Q2 2026
15
Wakefield Asset Management LLLP
CIK 0001600435
$2M115K0.37%Q2 2026
16
Smartleaf Asset Management LLC
CIK 0002010393
$1M82K0.04%Q2 2026
17
AHL INVESTMENT MANAGEMENT, INC.
CIK 0001908425
$1M81K0.79%Q3 2025
18
Sanctuary Advisors, LLC
CIK 0001777271
$1M80K0.01%Q2 2026
19
Fiera Capital Corp
CIK 0001505817
$976K68K0.00%Q2 2026
20
Breakwater Capital Group
CIK 0001964309
$909K63K0.11%Q2 2026
Page 1 of 4
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Insiders at NUVEEN AMT-FREE MUN VALUE FD
Robert Young LNuveen Fund Advisors, LlcSchneider William J