NUW · Nuveen AMT-Free Municipal Value Fund · Shareholders & Ownership
Market Cap
$238.57M
Shares
17.95M
Volume · Oct 20
93.35K
Avg daily vol (3M)
77.07K
Every disclosed holder of NUW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NUW
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 6,455,506 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 872,250 | — |
| Registered funds (N-PORT, not summed) | 548,632 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NUW
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Karpus Management, Inc.
13G
CIK 1048703 · Investment adviser · Sep 30, 2024
Rule 13d-1(b), qualified institution
|
872,250 | ||
| 2 |
1607 Capital Partners, LLC
13F
CIK 1436866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
804,410 | ||
| 2.1 |
1607 Capital Partners, LLC
13G
CIK 1436866 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
804,410 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
600,561 | ||
| 4 |
Tortoise Investment Management, LLC
13F
CIK 1599511 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
511,065 | ||
| 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
CIK 1447578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
504,767 | ||
| 6 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
426,375 | ||
| 7 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Unknown · Sep 30, 2026
|
390,845 | ||
| 8 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
386,303 | ||
| 9 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
279,500 | ||
| 10 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
262,185 | ||
| 11 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
233,388 | ||
| 12 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
167,709 | ||
| 13 |
|
155,889 | ||
| 14 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,849 | ||
| 14.1 |
VanEck CEF Muni Income ETF
Fund
S000032925 · Registered fund · Jul 31, 2026
VanEck ETF Trust, not summed
|
154,254 | ||
| 15 |
RiverNorth Flexible Municipal Income Fund II Inc.
Fund
· Registered fund · Jun 30, 2026
RiverNorth Flexible Municipal Income Fund II Inc., not summed
|
135,962 | ||
| 15.1 |
RiverNorth Managed Duration Muni Income Fund Inc.
Fund
· Registered fund · Jun 30, 2026
RiverNorth Managed Duration Municipal Income Fund Inc., not summed
|
134,620 | ||
| 15.2 |
RiverNorth Managed Duration Municipal Income Fund II Inc.
Fund
· Registered fund · Jun 30, 2026
RiverNorth Managed Duration Municipal Income Fund II Inc., not summed
|
121,957 | ||
| 15.3 |
RiverNorth Opportunistic Municipal Income Fund Inc.
Fund
· Registered fund · Jun 30, 2026
RiverNorth Opportunistic Municipal Income Fund Inc., not summed
|
940 | ||
| 15.4 |
RiverNorth Flexible Municipal Income Fund Inc.
Fund
· Registered fund · Jun 30, 2026
RiverNorth Flexible Municipal Income Fund Inc., not summed
|
899 | ||
| 16 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
130,505 | ||
| 17 |
Wakefield Asset Management LLLP
13F
CIK 1600435 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
115,309 | ||
| 18 |
Smartleaf Asset Management LLC
13F
CIK 2010393 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,366 | ||
| 19 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,588 | ||
| 20 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,851 | ||
| 21 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,746 | ||
| 22 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,799 | ||
| 23 |
Breakwater Capital Group
13F
CIK 1964309 · Registered investment adviser · Sep 30, 2026
|
58,187 | ||
| 24 |
Stratos Wealth Partners, LTD.
13F
CIK 1612865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,150 | ||
| 25 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,719 | ||
| 26 |
Koshinski Asset Management, Inc.
13F
CIK 1633389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,708 | ||
| 27 |
Ackerman Capital Advisors, LLC
13F
CIK 1699506 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,353 | ||
| 28 |
Midwest Financial Group LLC
13F
CIK 1967193 · Registered investment adviser · Sep 30, 2026
|
42,199 | ||
| 29 |
Dynamic Advisor Solutions LLC
13F
CIK 1599747 · Unknown · Sep 30, 2026
|
40,442 | ||
| 30 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,373 | ||
| 31 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,694 | ||
| 32 |
ACCESS FINANCIAL SERVICES, INC.
13F
CIK 1699622 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,635 | ||
| 33 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,809 | ||
| 34 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,802 | ||
| 35 |
Uniting Wealth Partners, LLC
13F
CIK 2056414 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,799 | ||
| 36 |
Summit Trail Advisors, LLC
13F
CIK 1698478 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,367 | ||
| 37 |
49 WEALTH MANAGEMENT, LLC
13F
CIK 2022291 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,761 | ||
| 38 |
ALONGSIDE, LLC
13F
CIK 2113496 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,761 | ||
| 39 |
Hickory Point Bank & Trust
13F
CIK 2039144 · Unknown · Sep 30, 2026
|
27,300 | ||
| 40 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,273 | ||
| 41 |
Realta Investment Advisors
13F
CIK 1776792 · Registered investment adviser · Sep 30, 2026
|
23,015 | ||
| 42 |
Tyche Wealth Partners LLC
13F
CIK 2004818 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,800 | ||
| 43 |
STEPHENS INC /AR/
13F
CIK 757657 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,580 | ||
| 44 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,000 | ||
| 45 |
Creekside Partners
13F
CIK 2035951 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,000 | ||
| 46 |
SAX WEALTH ADVISORS, LLC
13F
CIK 1846150 · Registered investment adviser · Sep 30, 2026
|
19,419 | ||
| 47 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,797 | ||
| 48 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,332 | ||
| 49 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,927 | ||
| 50 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,280 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 71 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.