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Nuveen AMT-Free Municipal Value Fund

Institutional holders · 13F as of Jun 30, 2026

65 holders

HolderValueShares% of shares
Salomon & Ludwin, LLC$141—
Janney Montgomery Scott LLC$26318,371—
Pinnacle Wealth Planning Services, Inc.$30221—
Cambridge Investment Research Advisors, Inc.$56039,148—
WPG Advisers, LLC$1.2K87—
VAN ECK ASSOCIATES CORP$1.5K106,360—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.3K581—
Global Retirement Partners, LLC$10.5K732—
Farther Finance Advisors, LLC$13.8K967—
EverSource Wealth Advisors, LLC$21.5K1,500—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$29.8K2,081—
Camelot Portfolios, LLC$50.6K3,535—
NewEdge Advisors, LLC$51.5K3,600—
Ancora Advisors LLC$52.7K3,682—
Rockefeller Capital Management L.P.$64.1K4,482—
COMERICA BANK$78.8K5,510—
Clean Yield Group$92.0K6,428—
Steward Partners Investment Advisory, LLC$109.0K7,614—
Fairscale Capital, LLC$133.8K9,270—
Disciplined Investments, LLC$145.7K10,183—
HighTower Advisors, LLC$146.0K10,205—
AMERIPRISE FINANCIAL INC$150.9K10,544—
Wealth Management Associates, Inc.$155.9K10,893—
Cetera Investment Advisers$163.4K11,418—
Aviance Capital Partners, LLC$186.4K13,029—
Hilltop Holdings Inc.$190.3K13,282—
D.A. DAVIDSON & CO.$200.6K14,000—
Redwood Family Wealth LLC$214.7K15,000—
STEPHENS INC /AR$245.8K17,180—
SAX WEALTH ADVISORS, LLC$277.9K19,419—
Bank of New York Mellon Corp/The$282.7K19,729—
Creekside Partners$286.2K20,000—
Tyche Wealth Partners LLC$312.0K21,800—
OSAIC HOLDINGS, INC.$314.0K21,945—
Realta Investment Advisors$329.3K23,015—
COMMONWEALTH EQUITY SERVICES, LLC$388.1K27,118—
Hickory Point Bank & Trust$390.7K27,300—
Ackerman Capital Advisors, LLC$396.8K27,727—
SFI Advisors, LLC$449.6K31,419—
Royal Bank of Canada$471.0K32,870—
MELFA WEALTH MANAGEMENT, INC.$471.2K32,929—
Kestra Advisory Services, LLC$553.1K38,654—
Dynamic Advisor Solutions LLC$583.4K40,772—
Midwest Financial Group LLC$614.6K42,949—
ACCESS FINANCIAL SERVICES, INC.$624.4K43,635—
Koshinski Asset Management, Inc.$696.6K48,679—
Breakwater Capital Group$734.6K51,335—
Fiera Capital Corp$975.7K67,851—
Invesco Ltd.$1.04M72,483—
Sanctuary Advisors, LLC$1.07M74,695—
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