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Nuveen AMT-Free Municipal Value Fund

Institutional holders · 13F as of Dec 31, 2025

65 holders

HolderValueShares% of shares
1607 Capital Partners, LLC$15.62M1,091,459—
Morgan Stanley$10.55M737,245—
Tortoise Investment Management, LLC$7.35M511,065—
GUGGENHEIM CAPITAL LLC$6.39M445,917—
RIVERNORTH CAPITAL MANAGEMENT, LLC$6.09M425,311—
Hennion & Walsh Asset Management, Inc.$5.71M398,786—
RAYMOND JAMES FINANCIAL INC$4.76M332,657—
CAPTRUST FINANCIAL ADVISORS$3.87M270,456—
JONES FINANCIAL COMPANIES LLLP$3.42M239,210—
LPL Financial LLC$3.36M233,388—
UBS Group AG$2.47M172,453—
BANK OF AMERICA CORP /DE$2.21M154,304—
Smartleaf Asset Management LLC$1.20M83,344—
Carnegie Investment Counsel$1.16M81,139—
WELLS FARGO & COMPANY/MN$1.10M76,890—
Sanctuary Advisors, LLC$1.07M74,695—
Invesco Ltd.$1.04M72,483—
Fiera Capital Corp$975.7K67,851—
Breakwater Capital Group$734.6K51,335—
Koshinski Asset Management, Inc.$696.6K48,679—
ACCESS FINANCIAL SERVICES, INC.$624.4K43,635—
Midwest Financial Group LLC$614.6K42,949—
Dynamic Advisor Solutions LLC$583.4K40,772—
Kestra Advisory Services, LLC$553.1K38,654—
MELFA WEALTH MANAGEMENT, INC.$471.2K32,929—
Royal Bank of Canada$471.0K32,870—
SFI Advisors, LLC$449.6K31,419—
Ackerman Capital Advisors, LLC$396.8K27,727—
Hickory Point Bank & Trust$390.7K27,300—
COMMONWEALTH EQUITY SERVICES, LLC$388.1K27,118—
Realta Investment Advisors$329.3K23,015—
OSAIC HOLDINGS, INC.$314.0K21,945—
Tyche Wealth Partners LLC$312.0K21,800—
Creekside Partners$286.2K20,000—
Bank of New York Mellon Corp/The$282.7K19,729—
SAX WEALTH ADVISORS, LLC$277.9K19,419—
STEPHENS INC /AR$245.8K17,180—
Redwood Family Wealth LLC$214.7K15,000—
D.A. DAVIDSON & CO.$200.6K14,000—
Hilltop Holdings Inc.$190.3K13,282—
Aviance Capital Partners, LLC$186.4K13,029—
Cetera Investment Advisers$163.4K11,418—
Wealth Management Associates, Inc.$155.9K10,893—
AMERIPRISE FINANCIAL INC$150.9K10,544—
HighTower Advisors, LLC$146.0K10,205—
Disciplined Investments, LLC$145.7K10,183—
Fairscale Capital, LLC$133.8K9,270—
Steward Partners Investment Advisory, LLC$109.0K7,614—
Clean Yield Group$92.0K6,428—
COMERICA BANK$78.8K5,510—
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