CHICAGO, IL
NUVEEN AMT-FREE MUNICIPAL VALUE FUNDNUW— Latest position per institution from SEC 13F filings
15
Institutional holders
6.23M
Total shares held
86.66M
Estimated value
311.63K
Avg. position size
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
1.09M
Value
15.57M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
658.75K
Value
9.44M
Filed
Mar 31, 2026
TORTOISE INVESTMENT MANAGEMENT, LLC
CIK 1599511
Shares
525.11K
Value
7.52M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
447.88K
Value
6.08M
Filed
Dec 31, 2024
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
445.92K
Value
6.39M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
430.91K
Value
6.17M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
419.48K
Value
6.01M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
360.20K
Value
5.16M
Filed
Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
272.56K
Value
3.90M
Filed
Mar 31, 2026
JONES FINANCIAL COMPANIES LLLP
CIK 815917
Shares
258.41K
Value
3.59M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
216.36K
Value
3.10M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
185.78K
Value
2.64M
Filed
Sep 30, 2024
UBS GROUP AG
CIK 1610520
Shares
156.62K
Value
2.24M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
155.71K
Value
2.23M
Filed
Mar 31, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
145.66K
Value
2.09K
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
110.84K
Value
1.56M
Filed
Mar 31, 2025
INVESCO LTD.
CIK 914208
Shares
98.87K
Value
1.42M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
93.57K
Value
1.33M
Filed
Sep 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC
CIK 2010393
Shares
82.37K
Value
1.15M
Filed
Mar 31, 2026
AHL INVESTMENT MANAGEMENT, INC.
CIK 1908425
Shares
81.15K
Value
1.15M
Filed
Sep 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 1.09M | 15.57M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 658.75K | 9.44M | Mar 31, 2026 |
| 3 | TORTOISE INVESTMENT MANAGEMENT, LLC | 1599511 | 525.11K | 7.52M | Mar 31, 2026 |
| 4 | KARPUS MANAGEMENT, INC. | 1048703 | 447.88K | 6.08M | Dec 31, 2024 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 445.92K | 6.39M | Mar 31, 2026 |
| 6 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 430.91K | 6.17M | Mar 31, 2026 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 419.48K | 6.01M | Mar 31, 2026 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 360.20K | 5.16M | Mar 31, 2026 |
| 9 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 272.56K | 3.90M | Mar 31, 2026 |
| 10 | JONES FINANCIAL COMPANIES LLLP | 815917 | 258.41K | 3.59M | Mar 31, 2026 |
| 11 | LPL FINANCIAL LLC | 1403438 | 216.36K | 3.10M | Mar 31, 2026 |
| 12 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 185.78K | 2.64M | Sep 30, 2024 |
| 13 | UBS GROUP AG | 1610520 | 156.62K | 2.24M | Mar 31, 2026 |
| 14 | BANK OF AMERICA CORP /DE/ | 70858 | 155.71K | 2.23M | Mar 31, 2026 |
| 15 | VAN ECK ASSOCIATES CORP | 869178 | 145.66K | 2.09K | Mar 31, 2026 |
| 16 | PATHSTONE HOLDINGS, LLC | 2011612 | 110.84K | 1.56M | Mar 31, 2025 |
| 17 | INVESCO LTD. | 914208 | 98.87K | 1.42M | Mar 31, 2026 |
| 18 | RAYMOND JAMES & ASSOCIATES | 1084208 | 93.57K | 1.33M | Sep 30, 2024 |
| 19 | SMARTLEAF ASSET MANAGEMENT LLC | 2010393 | 82.37K | 1.15M | Mar 31, 2026 |
| 20 | AHL INVESTMENT MANAGEMENT, INC. | 1908425 | 81.15K | 1.15M | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.