NDMO · Nuveen Dynamic Municipal Opportunities Fund

$9.94 -0.02 (-0.20%) At close · Aug 21

Market Cap

$601.21M

60.48M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 65

Total Value: $101,802,587

Total Shares: 9,779,310

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 65 13F filers · Δ vs Mar 31, 2026

Top Holder

20.6%

+0.5 pts

Top 5

61.7%

−0.1 pts

Top 10

77.6%

−1.0 pts

HHI

1,017

Broadly held+40

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +0.5%

Shares held: -0.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega WELLS FARGO & COMPANY/MN	+287,569	1,603,570
Large US BANCORP \DE\	+45,415	51,688
Large OSAIC HOLDINGS, INC.	+43,525	101,349
Small LM Advisors LLC	+42,996	43,443
Large Mariner, LLC	+37,272	67,647

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega UBS Group AG	−290,996	550,535
Mid STEPHENS INC /AR/	−255,160	120,000
Large GUGGENHEIM CAPITAL LLC	−67,954	1,379,401
Mega VAN ECK ASSOCIATES CORP	−32,947	352,107
Small Patriot Financial Group Insurance Agency, LLC	−18,893	19,159

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Advisors Asset Management, Inc.	114,033	$1,187,083
Mid Venture Visionary Partners LLC	18,284	$190,336
Micro Worth Asset Management, LLC	13,460	$140,118
Mid Savant Capital, LLC	12,252	$127,543
Mid Arax Advisory Partners	8,485	$88,328

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Independent Advisor Alliance	121,315	$1,248,331
Large Focus Partners Wealth	15,552	$160,030
Micro BAYBAN	15,000	$154,350
Mid Farther Finance Advisors, LLC	2,000	$20,580
Mid Advisory Services Network, LLC	1,111	$11,432

Filter: New 8 Increased 30 Reduced 15 Sold out 6 Unchanged 12

Showing 65 of 65

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$21,010,783

20.64%

2,018,327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	2,018,327	$21,010,783	100.0%	Defined

WELLS FARGO & COMPANY/MN

$16,693,162

16.40%

1,603,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	517,807	$5,390,370	32.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,085,763	$11,302,792	67.7%	Defined

GUGGENHEIM CAPITAL LLC

$14,359,564

14.11%

1,379,401

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,379,401	$14,359,564	100.0%	Defined

UBS Group AG

$5,731,069

5.63%

550,535

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	550,535	$5,731,069	100.0%	Defined

BANK OF AMERICA CORP /DE/

$4,997,934

4.91%

480,109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	480,109	$4,997,934	100.0%	Defined

VAN ECK ASSOCIATES CORP

$3,665,433

3.60%

352,107

ROYAL BANK OF CANADA

$3,218,657

3.16%

309,189

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	309,189	$3,218,657	100.0%	Defined

LPL Financial LLC

$3,188,197

3.13%

306,263

Tyche Wealth Partners LLC

$3,059,228

3.01%

293,874

HighTower Advisors, LLC

$3,047,933

2.99%

292,789

STEPHENS INC /AR/

$1,249,200

1.23%

120,000

COMMONWEALTH EQUITY SERVICES, LLC

$1,220,562

1.20%

117,249

Advisors Asset Management, Inc.

$1,187,083

1.17%

114,033

RAYMOND JAMES FINANCIAL INC

$1,114,546

1.09%

107,065

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	59,916	$623,725	56.0%	Defined
Raymond James Financial Services Advisors, Inc.	47,149	$490,821	44.0%	Defined

Cetera Investment Advisers

$1,092,175

1.07%

104,916

REGATTA CAPITAL GROUP, LLC

$1,058,832

1.04%

101,713

OSAIC HOLDINGS, INC.

$1,055,042

1.04%

101,349

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	83,199	$866,101	82.1%	Defined
Osaic Advisory Services, LLC	18,150	$188,941	17.9%	Defined

&PARTNERS

$997,392

0.98%

95,811

AMERIPRISE FINANCIAL INC

$943,603

0.93%

90,644

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	90,184	$938,815	99.5%	Defined
Ameriprise Bank, FSB	460	$4,788	0.5%	Defined

STIFEL FINANCIAL CORP

$927,333

0.91%

89,081

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	89,081	$927,333	100.0%	Defined

WEDBUSH SECURITIES INC

$768,185

0.75%

73,793

NBC SECURITIES, INC.

$729,178

0.72%

70,046

Sanctuary Advisors, LLC

$725,691

0.71%

69,711

Mariner, LLC

$704,205

0.69%

67,647

PRIMORIS WEALTH ADVISORS, LLC

$568,198

0.56%

54,582

Rockefeller Capital Management L.P.

$558,631

0.55%

53,663

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	53,663	$558,631	100.0%	Defined

US BANCORP \DE\

$538,072

0.53%

51,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	51,688	$538,072	100.0%	Defined

River Street Advisors LLC

$501,199

0.49%

48,146

LM Advisors LLC

$452,241

0.44%

43,443

Invesco Ltd.

$449,201

0.44%

43,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	43,151	$449,201	100.0%	Defined

Cambridge Investment Research Advisors, Inc.

$443,747

0.44%

42,627

COHEN & STEERS, INC.

$416,400

0.41%

40,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	40,000	$416,400	100.0%	Sole

PFG Investments, LLC

$412,923

0.41%

39,666

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$398,255

0.39%

38,257

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	38,257	$398,255	100.0%	Other

Congress Park Capital LLC

$312,300

0.31%

30,000

Apollon Wealth Management, LLC

$302,410

0.30%

29,050

JANE STREET GROUP, LLC

$277,446

0.27%

26,652

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	16,631	$173,128	62.4%	Defined
Jane Street Global Trading, LLC	10,021	$104,318	37.6%	Defined

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$262,946

0.26%

25,259

MGO ONE SEVEN LLC

$259,677

0.26%

24,945

Aurora Private Wealth, Inc.

$254,711

0.25%

24,468

Savvy Advisors, Inc.

$207,804

0.20%

19,962

FIFTH THIRD BANCORP

$205,316

0.20%

19,723

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	19,723	$205,316	100.0%	Defined

Patriot Financial Group Insurance Agency, LLC

$199,445

0.20%

19,159

Venture Visionary Partners LLC

$190,336

0.19%

18,284

Allworth Financial LP

$183,216

0.18%

17,600

Janney Montgomery Scott LLC

$154,588

0.15%

14,850

MELFA WEALTH MANAGEMENT, INC.

$151,236

0.15%

14,528

MPWM ADVISORY SOLUTIONS, LLC

$147,405

0.14%

14,160

Concurrent Investment Advisors, LLC

$146,989

0.14%

14,120

Worth Asset Management, LLC

$140,118

0.14%

13,460

MRA Advisory Group

$134,715

0.13%

12,941

Savant Capital, LLC

$127,543

0.13%

12,252

SYKON CAPITAL LLC

$117,112

0.12%

11,250

Wealthcare Advisory Partners LLC

$112,428

0.11%

10,800

Arax Advisory Partners

$88,328

0.09%

8,485

EverSource Wealth Advisors, LLC

$78,075

0.08%

7,500

Vision Retirement, LLC

$71,568

0.07%

6,875

Global Retirement Partners, LLC

$58,629

0.06%

5,632

Spire Wealth Management

$51,009

0.05%

4,900

Clear Street Group Inc.

$34,634

0.03%

3,327

Blue Trust, Inc.

$17,301

0.02%

1,662

HIGHLINE WEALTH PARTNERS LLC

$10,410

0.01%

1,000

NewEdge Advisors, LLC

$7,443

0.01%

715

Ameritas Advisory Services, LLC

$7,349

0.01%

706

FNY Investment Advisers, LLC

$6,246

0.01%

600

Key facts CIK 1793129 CUSIP 67079X102 13F (30d) 51 filings 51 filers