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NUW — Nuveen Amt-Free Mun Value Fd Institutional Holders · Q3 2026

Who owns Nuveen Amt-Free Mun Value Fd (NUW)? 3 institutions reported holding $1.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Breakwater Capital Group ($770,978), Hickory Point Bank & Trust ($361,725), Farther Finance Advisors, LLC ($12,813).

RankInstitutionValueSharesChange
1Breakwater Capital Group$770,97858,187Trimmed
2Hickory Point Bank & Trust$361,72527,300Hold
3Farther Finance Advisors, LLC$12,813967Hold

Source: SEC Form 13F filings · as of 2026-09-30