Who Owns NUVEEN AMT-FREE MUN VALUE FD (NUW)? -- Institutional Holders (2026-06-30)
74 institutions reported holding $93.9M of NUVEEN AMT-FREE MUN VALUE FD (NUW) in SEC 13F filings for 2026-06-30. Largest institutional holders: 1607 Capital Partners, LLC ($11.6M), MORGAN STANLEY ($8.6M), Tortoise Investment Management, LLC ($7.3M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($7.3M), GUGGENHEIM CAPITAL LLC ($6.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | 1607 Capital Partners, LLC | $11.6M | 804,410 | Trimmed |
| 2 | MORGAN STANLEY | $8.6M | 600,561 | Trimmed |
| 3 | Tortoise Investment Management, LLC | $7.3M | 511,065 | Trimmed |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $7.3M | 504,767 | Added |
| 5 | GUGGENHEIM CAPITAL LLC | $6.1M | 426,375 | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $6.1M | 424,949 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.6M | 386,303 | Added |
| 8 | CAPTRUST FINANCIAL ADVISORS | $4.0M | 279,500 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $3.8M | 262,185 | Added |
| 10 | LPL Financial LLC | $3.4M | 233,388 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $2.4M | 167,709 | Added |
| 12 | UBS Group AG | $2.2M | 155,889 | Trimmed |
| 13 | VAN ECK ASSOCIATES CORP | $2.2M | 150,849 | Added |
| 14 | Invesco Ltd. | $1.9M | 130,505 | Added |
| 15 | Wakefield Asset Management LLLP | $1.7M | 115,309 | New |
| 16 | Smartleaf Asset Management LLC | $1.2M | 82,366 | Hold |
| 17 | Sanctuary Advisors, LLC | $1.1M | 79,588 | Added |
| 18 | Fiera Capital Corp | $975,697 | 67,851 | Added |
| 19 | Breakwater Capital Group | $908,888 | 63,205 | Added |
| 20 | Bank of New York Mellon Corp | $902,281 | 62,746 | Added |
| 21 | WELLS FARGO & COMPANY/MN | $859,908 | 59,799 | Trimmed |
| 22 | Stratos Wealth Partners, LTD. | $807,437 | 56,150 | Added |
| 23 | Royal Bank of Canada | $744,000 | 51,719 | Added |
| 24 | Koshinski Asset Management, Inc. | $642,900 | 44,708 | Trimmed |
| 25 | Ackerman Capital Advisors, LLC | $609,036 | 42,353 | Added |
Source: SEC Form 13F filings · as of 2026-06-30