Nuveen AMT-Free Municipal Value Fund - NUW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | History | Reduced | 1,091,459 | 15,618 | 1.06% | 1.3% | 1 | -125,270 | -10.3% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 737,245 | 10,549 | 0.0% | 0.0% | 2 | -3,894 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 617,823 | 8,841 | 0.78% | 0.86% | 3 | -65,996 | -9.65% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 464,909 | 6,652 | 0.05% | 0.04% | 4 | +31,049 | 7.16% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 425,311 | 6,086 | 0.29% | 0.35% | 5 | -3,936 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 398,786 | 5,706 | 0.2% | 0.18% | 6 | +55,579 | 16.19% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 332,657 | 4,760 | 0.0% | 0.0% | 7 | +4,038 | 1.23% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 270,456 | 3,870 | 0.01% | 0.01% | 8 | +24,666 | 10.04% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 239,210 | 3,423 | 0.0% | 0.0% | 9 | +59,495 | 33.11% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 211,245 | 3,022 | 0.0% | 0.0% | 10 | +23,859 | 12.73% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 172,453 | 2,467 | 0.0% | 0.0% | 11 | +656 | 0.38% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 154,304 | 2,208 | 0.0% | 0.0% | 12 | -923 | -0.59% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 106,360 | 1,522 | 0.0% | 0.0% | 13 | -10,342 | -8.86% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 83,344 | 1,198 | 0.05% | 0.07% | 14 | -2,055 | -2.41% | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | New | 81,139 | 1,161 | 0.02% | — | 15 | +81,139 | New | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 76,890 | 1,100 | 0.0% | 0.0% | 16 | -11,336 | -12.85% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 74,695 | 1,068 | 0.01% | 0.01% | 17 | +10,927 | 17.14% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 72,483 | 1,037 | 0.0% | 0.0% | 18 | +40,880 | 129.35% | Q4 2025 | Feb 19, 2026 |
| Breakwater Capital Group | History | Added to | 51,335 | 734 | 0.1% | 0.11% | 19 | +1,003 | 1.99% | Q4 2025 | Jan 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 48,679 | 696 | 0.04% | 0.04% | 20 | +7,833 | 19.18% | Q4 2025 | Feb 03, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 43,635 | 624 | 0.23% | 0.24% | 21 | -3,555 | -7.53% | Q4 2025 | Jan 21, 2026 |
| Midwest Financial Group LLC | History | Reduced | 42,949 | 614 | 0.27% | 0.31% | 22 | -2,405 | -5.3% | Q4 2025 | Jan 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 40,772 | 583 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 39,148 | 560 | 0.0% | 0.0% | 24 | +1,232 | 3.25% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 38,654 | 553 | 0.0% | 0.0% | 25 | -2,935 | -7.06% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 32,929 | 471 | 0.27% | 0.27% | 26 | +12 | 0.04% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,926 | 470 | 0.0% | — | 27 | +32,926 | New | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | No change | 31,419 | 449 | 0.29% | 0.28% | 28 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 27,727 | 396 | 0.08% | 0.08% | 29 | -372 | -1.32% | Q4 2025 | Feb 11, 2026 |
| Hickory Point Bank & Trust | History | No change | 27,300 | 390 | 0.28% | 0.29% | 30 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,118 | 388 | 0.0% | 0.0% | 31 | -23,652 | -46.59% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 25,356 | 362 | 0.0% | 0.0% | 32 | -4,099 | -13.92% | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | No change | 23,015 | 329 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,208 | 318 | 0.0% | 0.0% | 34 | +3,049 | 15.91% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,945 | 314 | 0.0% | 0.0% | 35 | -2,978 | -11.95% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | No change | 21,800 | 311 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Creekside Partners | History | No change | 20,000 | 286 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 19,419 | 277 | 0.01% | — | 38 | +19,419 | New | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 17,180 | 245 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Redwood Family Wealth LLC | History | New | 15,000 | 214 | 0.21% | — | 40 | +15,000 | New | Q4 2025 | Mar 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,000 | 200 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 13,029 | 186 | 0.02% | 0.02% | 42 | +30 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,965 | 185 | 0.01% | 0.01% | 43 | -596 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 11,418 | 163 | 0.0% | — | 44 | +11,418 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 10,893 | 155 | 0.05% | 0.05% | 45 | +26 | 0.24% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,544 | 150 | 0.0% | 0.0% | 46 | +44 | 0.42% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | New | 10,205 | 146 | 0.0% | — | 47 | +10,205 | New | Q4 2025 | Feb 06, 2026 |
| Disciplined Investments, LLC | History | Added to | 10,183 | 145 | 0.06% | 0.06% | 48 | +128 | 1.27% | Q4 2025 | Feb 05, 2026 |
| Fairscale Capital, LLC | History | No change | 9,270 | 132 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,614 | 108 | 0.0% | 0.0% | 50 | +2,769 | 57.15% | Q4 2025 | Feb 12, 2026 |
| Clean Yield Group | History | No change | 6,428 | 91 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 5,510 | 78 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,482 | 64 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,331 | 61 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 3,682 | 52 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,600 | 51 | 0.0% | 0.0% | 56 | -928 | -20.49% | Q4 2025 | Feb 18, 2026 |
| Camelot Portfolios, LLC | History | New | 3,535 | 50 | 0.03% | — | 57 | +3,535 | New | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,081 | 29 | 0.0% | — | 58 | +2,081 | New | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,500 | 21 | 0.0% | — | 59 | +1,500 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 967 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | New | 732 | 10 | 0.0% | — | 61 | +732 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 316 | 4 | 0.0% | — | 62 | +316 | New | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 87 | 1 | 0.0% | 0.0% | 63 | -5 | -5.43% | Q4 2025 | Jan 28, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -29,799 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.05% | — | -28,871 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Salomon & Ludwin, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |