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Nuveen Select Tax Free Income Portfolio

Institutional holders · 13F as of Mar 31, 2026

109 holders

HolderValueShares% of shares
GUGGENHEIM CAPITAL LLC$19.33M1,346,853—
UBS Group AG$18.43M1,307,100—
Hennion & Walsh Asset Management, Inc.$12.02M852,505—
STEPHENS INC /AR$8.13M576,303—
BANK OF AMERICA CORP /DE$6.40M453,930—
WELLS FARGO & COMPANY/MN$5.43M384,967—
Morgan Stanley$5.35M379,281—
LPL Financial LLC$4.11M287,254—
RAYMOND JAMES FINANCIAL INC$3.21M227,405—
Prospera Financial Services Inc$2.95M209,153—
COMMONWEALTH EQUITY SERVICES, LLC$2.94M208,832—
JONES FINANCIAL COMPANIES LLLP$2.89M204,637—
Royal Bank of Canada$2.11M147,201—
MELFA WEALTH MANAGEMENT, INC.$1.27M90,037—
AMERIPRISE FINANCIAL INC$945.9K67,085—
JANE STREET GROUP, LLC$916.5K64,999—
Stratos Wealth Partners, LTD.$913.6K64,795—
TRUIST FINANCIAL CORP$861.7K61,115—
ACCESS FINANCIAL SERVICES, INC.$838.2K59,446—
AdvisorNet Financial, Inc$813.0K57,660—
OSAIC HOLDINGS, INC.$783.8K55,587—
McMillan Office, Inc.$733.2K52,000—
Capital Investment Advisors, LLC$654.6K46,423—
Capital Advisors Wealth Management, LLC$586.2K41,575—
Stronghold Wealth Management L.L.C.$463.3K32,858—
FLPUTNAM INVESTMENT MANAGEMENT CO$462.9K32,261—
Fortitude Advisory Group L.L.C.$448.8K31,826—
Concurrent Investment Advisors, LLC$445.3K31,581—
OMNI 360 Wealth, Inc.$440.8K31,018—
Wolverine Asset Management, LLC$436.1K30,927—
PINNACLE ASSOCIATES LTD$430.1K30,500—
Steadtrust LLC$423.0K30,000—
Essex Financial Services, Inc.$416.1K29,000—
Tiller Private Wealth, Inc.$397.6K28,200—
ProVise Management Group, LLC$395.5K27,560—
Breakwater Capital Group$369.4K26,198—
STIFEL FINANCIAL CORP$342.1K24,265—
Rockefeller Capital Management L.P.$323.1K22,918—
GLENMEDE TRUST CO NA$312.9K22,195—
Advisors Asset Management, Inc.$303.8K21,168—
World Investment Advisors$279.1K19,796—
Cetera Investment Advisers$269.9K19,145—
Blake Schutter Theil Wealth Advisors, LLC$252.0K17,870—
WealthBridge Capital Management, LLC$244.6K17,347—
Plan Group Financial, LLC$233.2K16,540—
Ancora Advisors LLC$232.9K16,516—
Avior Wealth Management, LLC$231.1K16,388—
Mutual Advisors, LLC$225.5K15,993—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$223.2K15,827—
Sightline Wealth Advisors, LLC$220.7K15,655—
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