NUV

Nuveen Municipal ValueETF
UnclassifiedUSCUSIP 670928100◍ Confluence graph
Tracked 13F Holders
209
-60 QoQ
13F Value (tracked)
$352.5M
13F Moves · latest Q
25 added
11 trimmed
Recent Filings
9

Who owns NUV?

209 tracked 13F filers

209 tracked 13F filers disclose a position in NUV as of the latest SEC 13F filings, a combined $352.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1UBS Group AG
$63.5M
7.1M
−1.6%
Reduced · −118K sh
Q1 2026
2MORGAN STANLEY
$40.5M
4.5M
+1.6%
Added · +73K sh
Q1 2026
3GUGGENHEIM CAPITAL LLC
$26.2M
2.9M
+16%
Added · +398K sh
Q1 2026
4Hennion & Walsh Asset Management, Inc.
$26.4M
2.9M
+17%
Added · +422K sh
Q2 2026
5RAYMOND JAMES FINANCIAL INC
$19.8M
2.2M
+1.3%
Added · +29K sh
Q1 2026
6WELLS FARGO & COMPANY/MN
$18.7M
2.1M
−3.6%
Reduced · −79K sh
Q1 2026
7LPL Financial LLC
$10.4M
1.2M
+5.6%
Added · +61K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$10.0M
1.1M
+0.9%
Added · +10K sh
Q1 2026
9VAN ECK ASSOCIATES CORP
Withheld
1.1M
+0.1%
Added · +1K sh
Q1 2026
10JONES FINANCIAL COMPANIES LLLP
$8.8M
993K
+26%
Added · +203K sh
Q1 2026
11MERCER GLOBAL ADVISORS INC /ADV
$6.7M
741K
+0.9%
Added · +7K sh
Q1 2026
12Chicago Partners Investment Group LLC
$6.5M
713K
+4.4%
Added · +30K sh
Q2 2026
13STIFEL FINANCIAL CORP
$6.0M
668K
+4.8%
Added · +31K sh
Q1 2026
14ROYAL BANK OF CANADA
$5.6M
620K
+8.7%
Added · +50K sh
Q1 2026
15Congress Park Capital LLC
$5.5M
599K
+0.8%
Added · +5K sh
Q2 2026
16COMMONWEALTH EQUITY SERVICES, LLC
$4.6M
513K
+4.6%
Added · +23K sh
Q1 2026
17BAR HARBOR WEALTH MANAGEMENT
$4.5M
488K
+4.0%
Added · +19K sh
Q2 2026
18Prospera Financial Services Inc
$4.4M
476K
~0%
Reduced · −83 sh
Q2 2026
19Rockefeller Capital Management L.P.
$4.2M
473K
+0.8%
Added · +4K sh
Q1 2026
20EHRLICH FINANCIAL GROUP
$3.3M
356K
+211%
Added · +242K sh
Q2 2026
21BFSG, LLC
$3.0M
330K
Added
Added · +330K sh
Q2 2026
22ROMAN BUTLER FULLERTON & CO
$2.4M
258K
+2.6%
Added · +7K sh
Q2 2026
23AMERIPRISE FINANCIAL INC
$2.2M
241K
+2.9%
Added · +7K sh
Q1 2026
24Sanctuary Advisors, LLC
$2.1M
223K
+0.2%
Added · +457 sh
Q2 2026
25Baird Financial Group, Inc.
$2.0M
220K
−1.3%
Reduced · −3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NUV being bought or sold by institutions?

Last quarter, 0 funds opened a new position in NUV and 25 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
25
funds
Reduced
11
funds
Exited
0
funds

Funds that own NUV also own

CompanyCo-held byCombined value
APPLE INCAAPL116 funds$14.1B
ALPHABET INC-CL AGOOGL115 funds$8.5B
MICROSOFT CORPMSFT114 funds$12.3B
NVIDIA CORPNVDA113 funds$13.3B
JPMORGAN CHASE & COJPM113 funds$3.7B
AMAZON.COM INCAMZN111 funds$9.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B109 funds$3.4B
JOHNSON & JOHNSONJNJ109 funds$2.9B
BROADCOM INCAVGO108 funds$5.3B
ABBVIE INCABBV108 funds$1.8B
CHEVRON CORPCVX108 funds$1.4B
ALPHABET INC-CL CGOOG107 funds$7.4B

Ranked by how many of NUV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

141 funds-26 since Q3 2024
0104208Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $108.9M · 1 values withheld

Recent filings

9 shown

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Connected entities for NUV

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Ask your agent what changed in NUV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NUV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NUV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NUV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.