SEC 13F Intelligence

NRKNUVEEN NY AMT FREE

CUSIP 670656107 · Yahoo Finance ↗ · Google Finance ↗

Nuveen Ny Amt Free (NRK) has 100 institutional holders in Filings Flow’s 13F database, together reporting 11.06M shares worth $113M as of Q1 2026. The largest reported holders are Karpus Management, Inc., Morgan Stanley, and Guggenheim Capital LLC.

Institutional Holders
100
Q1 2026
Reported Value
$113M
Ticker
NRK
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 64Q2 ’19Q3 ’19: 57Q4 ’19: 70Q1 ’20: 68Q2 ’20: 69Q2 ’20Q3 ’20: 73Q4 ’20: 76Q1 ’21: 79Q2 ’21: 83Q2 ’21Q3 ’21: 87Q4 ’21: 92Q1 ’22: 96Q2 ’22: 99Q2 ’22Q3 ’22: 99Q4 ’22: 92Q1 ’23: 89Q2 ’23: 90Q2 ’23Q3 ’23: 92Q4 ’23: 88Q1 ’24: 82Q2 ’24: 85Q2 ’24Q3 ’24: 88Q4 ’24: 89Q1 ’25: 85Q2 ’25: 91Q2 ’25Q3 ’25: 94Q4 ’25: 107Q1 ’26: 100filingsflow.com
Total reported value
Q2 ’19: $198MQ2 ’19Q3 ’19: $214MQ4 ’19: $219MQ1 ’20: $98MQ2 ’20: $105MQ2 ’20Q3 ’20: $101MQ4 ’20: $96MQ1 ’21: $91MQ2 ’21: $100MQ2 ’21Q3 ’21: $126MQ4 ’21: $129MQ1 ’22: $132MQ2 ’22: $243MQ2 ’22Q3 ’22: $210MQ4 ’22: $82MQ1 ’23: $89MQ2 ’23: $89MQ2 ’23Q3 ’23: $83MQ4 ’23: $98MQ1 ’24: $105MQ2 ’24: $104MQ2 ’24Q3 ’24: $107MQ4 ’24: $108MQ1 ’25: $88MQ2 ’25: $93MQ2 ’25Q3 ’25: $198MQ4 ’25: $167MQ1 ’26: $113Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM1.90%$5M425.4KQ1 2026
Karpus Management, Inc.$3.2B AUM1.10%$36M3.54MQ4 2025OLDER
OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM0.48%$2M171.8KQ4 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.25%$7M726.6KQ1 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.21%$4M407.4KQ1 2026
David J Yvars Group$212M AUM0.20%$378,28137.1KQ3 2025OLDER
MACKAY SHIELDS LLC$2.7B AUM0.19%$5M519.9KQ1 2026
Realta Investment Advisors$288M AUM0.19%$544,79553.4KQ1 2026
Alpine Global Management, LLC$668M AUM0.18%$1M118.2KQ1 2026
Traub Capital Management LLC$101M AUM0.17%$174,52717.3KQ4 2025OLDER
ACCREDITED INVESTOR SERVICES, LLC$156M AUM0.13%$201,23919.7KQ1 2026
PFG Investments, LLC$2.1B AUM0.12%$3M261.3KQ1 2026
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.11%$190,16118.6KQ1 2026
Leisure Capital Management$286M AUM0.11%$307,86330.2KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.11%$14M1.33MQ1 2026
Indivisible Partners$1.1B AUM0.10%$1M113.2KQ1 2026
Mountain Hill Investment Partners Corp.$169M AUM0.10%$169,42516.6KQ1 2026
Mathes Company, Inc.$274M AUM0.09%$235,00023.0KQ1 2026
BCS Private Wealth Management, Inc.$329M AUM0.07%$239,59023.3KQ1 2026
Herold Advisors, Inc.$455M AUM0.07%$330,57132.4KQ1 2026
Avestar Capital, LLC$1.6B AUM0.07%$1M105.8KQ1 2026
ASHTON THOMAS SECURITIES, LLC$797M AUM0.06%$503,35549.3KQ1 2026
Everstar Asset Management, LLC$188M AUM0.06%$116,71111.4KQ1 2026
Logan Stone Capital, LLC$360M AUM0.05%$222,61622.1KQ4 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.05%$242,79423.8KQ1 2026
RMR Wealth Builders$1.3B AUM0.05%$675,21565.7KQ1 2026
SIT INVESTMENT ASSOCIATES INC$4.9B AUM0.05%$3M246.0KQ1 2026
Sage Capital Management, LLC$213M AUM0.05%$102,10010.0KQ1 2026
Kercheville Advisors, LLC$313M AUM0.04%$125,74812.3KQ1 2026
Frisch Financial Group, Inc.$478M AUM0.04%$177,91117.6KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$579,30757.4KQ4 2025OLDER
Stockman Wealth Management, Inc.$906M AUM0.03%$306,30030.0KQ1 2026
Breakwater Capital Group$833M AUM0.03%$230,81722.6KQ1 2026
GenWealth Group, Inc.$584M AUM0.03%$179,34217.6KQ1 2026
Ascent Wealth Partners, LLC$860M AUM0.03%$257,77225.2KQ1 2026
Permanent Capital Management, LP$643M AUM0.03%$139,60813.8KQ4 2025OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.02%$36,1203.5KQ1 2026
WEDBUSH SECURITIES INC$3.4B AUM0.02%$736,00072.0KQ1 2026
Elyxium Wealth, LLC$312M AUM0.02%$68,5786.8KQ4 2025OLDER
Dakota Wealth Management$4.6B AUM0.02%$1M100.8KQ4 2025OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.02%$1M138.5KQ1 2026
Fiera Capital Corp$29.2B AUM0.01%$5M460.8KQ4 2025OLDER
Occidental Asset Management, LLC$844M AUM0.01%$119,71211.7KQ1 2026
WPG Advisers, LLC$136M AUM0.01%$18,9801.9KQ1 2026
Clear Creek Financial Management, LLC$1.3B AUM0.01%$181,73817.8KQ1 2026
Westchester Capital Management, LLC$2.2B AUM0.01%$258,89826.1KQ2 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$51,4185.0KQ1 2026
Wellspring Financial Advisors, LLC$1.3B AUM0.01%$122,63612.4KQ2 2025OLDER
Lido Advisors, LLC$32.7B AUM0.01%$4M380.1KQ1 2026
STALEY CAPITAL ADVISERS INC$2.4B AUM0.01%$265,46026.0KQ1 2026
Evanson Asset Management, LLC$1.9B AUM0.01%$203,93520.0KQ1 2026
Elequin Capital, LP$1.2B AUM0.01%$83,2048.4KQ2 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.01%$113,12911.2KQ4 2025OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.01%$116,13911.4KQ1 2026
WealthTrak Capital Management LLC$140M AUM0.01%$11,9721.2KQ2 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$727,47371.3KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$82,8138.1KQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$330,28332.3KQ1 2026
SOA Wealth Advisors, LLC.$530M AUM0.01%$40,9424.0KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.01%$64,1586.3KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$152,12914.9KQ1 2026
Tortoise Investment Management, LLC$1.2B AUM0.01%$65,2806.4KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.01%$467,13545.4KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.01%$433,94542.5KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.01%$20,4202.0KQ1 2026
FNY Investment Advisers, LLC$278M AUM0.00%$11,0001.1KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$4M437.6KQ1 2026
Spire Wealth Management$3.3B AUM0.00%$125,88212.3KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.00%$108,22610.6KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$45,0964.4KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.00%$70,3476.9KQ1 2026
Mill Creek Capital Advisors, LLC$4.9B AUM0.00%$123,77612.1KQ1 2026
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$199,09519.5KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.00%$103,45210.4KQ2 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$108,18510.7KQ4 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$139,16213.6KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$663,00064.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M118.7KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$84,5548.4KQ4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$25,5002.5KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M610.6KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$157,02015.4KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$19M1.88MQ1 2026
PARK AVENUE SECURITIES LLC$12.8B AUM0.00%$144,00014.1KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M103.4KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M112.3KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$185,95918.8KQ2 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$412,00040.4KQ1 2026
&PARTNERS$20.2B AUM0.00%$185,01118.2KQ1 2026
Key FInancial Inc$562M AUM0.00%$4,993489Q1 2026
NBT BANK N A /NY$1.5B AUM0.00%$13,3341.3KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$170,40516.7KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$122,40012.0KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$152,12914.9KQ1 2026
WEBSTER BANK, N. A.$1.1B AUM0.00%$8,975879Q1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$24,7752.5KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M199.6KQ1 2026
Align Financial, LLC$176M AUM0.00%$1,052103Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$406,34339.8KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$102,37710.0KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$279,67727.4KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$14,2941.4KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$151,00015.0KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$402,81639.7KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M135.5KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$349,36034.3KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M246.3KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$139,88013.7KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$72,9307.2KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$15,5881.6KQ2 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$78,7557.8KQ4 2025OLDER
COHEN & STEERS, INC.$57.6B AUM0.00%$168,00017.0KQ2 2025OLDER
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.00%$121,24112.0KQ4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$102,89310.0KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M186.0KQ1 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$12,8241.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$811,24879.5KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M277.0KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$321,23731.5KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$695,39068.1KQ1 2026
Penserra Capital Management LLC$8.5B AUM0.00%$14,0001.5KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$112,25111.1KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$120,36011.8KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$8,734856Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$357,81235.3KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$169,88416.6KQ1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$21,4412.1KQ1 2026
CWM, LLC$38.1B AUM0.00%$38,6553.8KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$354,96834.8KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M118.0KQ2 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$337,51233.5KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$496,60448.6KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$273,03527.1KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$45,4144.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$213,76620.9KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$12,2621.2KQ1 2026
COMERICA BANK$25.1B AUM0.00%$1,403139Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2,634258Q1 2026
BlackRock, Inc.$5.72T AUM0.00%$20,5322.0KQ1 2026
FMR LLC$1.90T AUM0.00%$2,041206Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.