NUWNUVEEN AMT-FREE MUN VALUE FD
CUSIP 670695105 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Amt-Free Mun Value Fd (NUW) has 66 institutional holders in Filings Flow’s 13F database, together reporting 6.53M shares worth $90M as of Q1 2026. The largest reported holders are 1607 Capital Partners, LLC, Morgan Stanley, and Tortoise Investment Management, LLC.
Institutional Holders
66
Q1 2026
Reported Value
$90M
Ticker
NUW
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ramiah Investment Group$275M AUM | 2.44% | $458,622 | 33.5K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 1.12% | $16M | 1.09M | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 0.79% | $1M | 81.1K | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.62% | $8M | 525.1K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.30% | $6M | 419.5K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.27% | $471,958 | 32.9K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.26% | $391,209 | 27.3K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.26% | $604,712 | 42.2K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.20% | $562,954 | 39.3K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.17% | $6M | 424.9K | Q2 2026 |
| Redwood Family Wealth LLC$102M AUM | 0.17% | $176,259 | 12.3K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.12% | $286,600 | 20.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.11% | $329,805 | 23.0K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.11% | $908,888 | 63.2K | Q2 2026 |
| Fairscale Capital, LLC$145M AUM | 0.09% | $133,289 | 9.3K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.09% | $428,465 | 29.8K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.06% | $308,167 | 21.5K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.05% | $155,879 | 10.9K | Q4 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 0.05% | $146,287 | 10.2K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.05% | $410,792 | 28.9K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $6M | 445.9K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.05% | $312,401 | 21.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $697,732 | 48.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 82.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.03% | $50,593 | 3.5K | Q4 2025OLDER |
| Clean Yield Group$355M AUM | 0.03% | $92,109 | 6.4K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.02% | $190,833 | 13.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $190,324 | 13.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $583,425 | 40.6K | Q2 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $278,274 | 19.4K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $674,083 | 47.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 272.6K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $331,396 | 23.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 74.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $260,519 | 18.2K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $222,086 | 15.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $576,732 | 40.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $29,966 | 2.1K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $506,093 | 35.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 258.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 360.2K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,087 | 145.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $200,620 | 14.0K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $52,763 | 3.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 216.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $21,465 | 1.5K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $74,405 | 5.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $486,602 | 34.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 737.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $109,600 | 7.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $380,503 | 26.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 156.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $78,848 | 5.5K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $294,832 | 20.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $20,177 | 1.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 98.9K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $287 | 20 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 77.9K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $51,588 | 3.6K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,475 | 732 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $164,136 | 11.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 155.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $78,817 | 5.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $64,238 | 4.5K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,060 | 74 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $471,000 | 32.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $282,715 | 19.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $193,871 | 13.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $6,367 | 449 | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $43 | 3 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8,326 | 581 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $14 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $193 | 13 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.