NVG Institutional Ownership & Shareholders
NUVEEN AMT-FR MUNI CRDT (NVG) is currently held by 252 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $390.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of NVG tracked by InsiderSet, reporting ownership valued at approximately $39.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.65M, representing an estimated loss of -10.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed NVG value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Morgan Stanley, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in NUVEEN AMT-FR MUNI CRDT (NVG).
This page ranks the largest institutional NVG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
252
Total Reported Value
$390.86M
Largest Holder
Guggenheim Capital Llc
Largest Position
$39.99M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.26% | 3,124,143 | $39,989,030 | $35,646,472 | -$4,342,558 | -10.86% | |
| Morgan Stanley | 0.00% | 2,724,715 | $34,876,373 | $31,088,998 | -$3,787,375 | -10.86% | |
| Hennion & Walsh Asset Management, Inc. | 0.67% | 2,163,046 | $22,949,918 | $24,680,355 | +$1,730,437 | +7.54% | |
| Wells Fargo & Company/Mn | 0.00% | 1,540,480 | $19,718,147 | $17,576,877 | -$2,141,270 | -10.86% | |
| Ubs Group Ag | 0.00% | 1,427,341 | $18,269,965 | $16,285,961 | -$1,984,004 | -10.86% | |
| Bank Of America Corp | 0.00% | 1,415,660 | $18,120,452 | $16,152,681 | -$1,967,771 | -10.86% | |
| Raymond James Financial Inc | 0.00% | 1,394,899 | $17,854,702 | $15,915,798 | -$1,938,904 | -10.86% | |
| Van Eck Associates Corp | 0.01% | 1,053,650 | $13,486,720 | $12,022,147 | -$1,464,574 | -10.86% | |
| Lpl Financial Llc | 0.00% | 1,047,504 | $13,408,050 | $11,952,021 | -$1,456,029 | -10.86% | |
| Artesa Financial Group, Llc | 9.57% | 1,118,393 | $11,866,153 | $12,760,864 | +$894,711 | +7.54% | |
| Cornerstone Advisory, Llc | 0.66% | 619,791 | $7,933,321 | $7,071,815 | -$861,506 | -10.86% | |
| Congress Park Capital Llc | 1.87% | 670,500 | $7,114,005 | $7,650,405 | +$536,400 | +7.54% | |
| Ameriprise Financial Inc | 0.00% | 525,809 | $6,730,356 | $5,999,481 | -$730,875 | -10.86% | |
| Mcgowan Group Asset Management, Inc. | 0.77% | 494,104 | $6,324,536 | $5,637,727 | -$686,809 | -10.86% | |
| Allianz Asset Management Gmbh | 0.01% | 470,900 | $6,027,520 | $5,372,969 | -$654,551 | -10.86% | |
| Royal Bank Of Canada | 0.00% | 468,779 | $6,001,000 | $5,348,768 | -$652,232 | -10.87% | |
| Stifel Financial Corp | 0.00% | 407,028 | $5,209,971 | $4,644,189 | -$565,782 | -10.86% | |
| Osaic Holdings, Inc. | 0.01% | 372,228 | $4,764,738 | $4,247,121 | -$517,617 | -10.86% | |
| Lasalle St. Investment Advisors, Llc | 0.58% | 367,589 | $4,705,142 | $4,194,190 | -$510,952 | -10.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 355,927 | $3,776,393 | $4,061,127 | +$284,734 | +7.54% | |
| Palogic Value Management, L.P. | 1.32% | 291,032 | $3,725,210 | $3,320,675 | -$404,535 | -10.86% | |
| Kestra Advisory Services, Llc | 0.01% | 342,078 | $3,629,450 | $3,903,110 | +$273,660 | +7.54% | |
| Advisors Asset Management, Inc. | 0.05% | 183,543 | $3,290,926 | $2,094,226 | -$1,196,700 | -36.36% | |
| Cetera Investment Advisers | 0.00% | 238,549 | $3,053,430 | $2,721,844 | -$331,586 | -10.86% | |
| Rockefeller Capital Management L.P. | 0.00% | 218,528 | $2,797,166 | $2,493,404 | -$303,762 | -10.86% | |
| Corecap Advisors, Llc | 0.08% | 253,074 | $2,685,118 | $2,887,574 | +$202,456 | +7.54% | |
| Gould Capital, Llc | 1.44% | 202,429 | $2,591,091 | $2,309,715 | -$281,376 | -10.86% | |
| Fiera Capital Corp | 0.01% | 200,134 | $2,561,715 | $2,283,529 | -$278,186 | -10.86% | |
| J.W. Cole Advisors, Inc. | 0.04% | 197,401 | $2,526,738 | $2,252,345 | -$274,393 | -10.86% | |
| Invesco Ltd. | 0.00% | 195,417 | $2,501,338 | $2,229,708 | -$271,630 | -10.86% | |
| Melfa Wealth Management, Inc. | 1.26% | 182,401 | $2,334,728 | $2,081,195 | -$253,533 | -10.86% | |
| Arkadios Wealth Advisors | 0.04% | 182,384 | $2,334,514 | $2,081,001 | -$253,513 | -10.86% | |
| Jane Street Group, Llc | 0.00% | 176,423 | $2,258,215 | $2,012,986 | -$245,229 | -10.86% | |
| Sit Investment Associates Inc | 0.04% | 166,656 | $2,133,000 | $1,901,545 | -$231,455 | -10.85% | |
| Left Brain Wealth Management, Llc | 0.65% | 193,871 | $2,056,970 | $2,212,068 | +$155,098 | +7.54% | |
| Newedge Advisors, Llc | 0.01% | 150,098 | $1,921,257 | $1,712,618 | -$208,639 | -10.86% | |
| Pallas Capital Advisors Llc | 0.06% | 144,258 | $1,846,497 | $1,645,984 | -$200,513 | -10.86% | |
| Focus Partners Wealth | 0.00% | 142,106 | $1,818,967 | $1,621,429 | -$197,538 | -10.86% | |
| Cohen & Steers, Inc. | 0.00% | 134,978 | $1,728,000 | $1,540,099 | -$187,901 | -10.87% | |
| Thrivent Financial For Lutherans | 0.00% | 129,880 | $1,662,000 | $1,481,931 | -$180,069 | -10.83% | |
| Captrust Financial Advisors | 0.00% | 128,765 | $1,648,197 | $1,469,209 | -$178,988 | -10.86% | |
| Harbour Investments, Inc. | 0.02% | 126,547 | $1,619,804 | $1,443,901 | -$175,903 | -10.86% | |
| Mariner, Llc | 0.00% | 126,445 | $1,618,484 | $1,442,737 | -$175,747 | -10.86% | |
| Tyche Wealth Partners Llc | 0.21% | 118,423 | $1,515,818 | $1,351,206 | -$164,612 | -10.86% | |
| Lido Advisors, Llc | 0.01% | 112,523 | $1,448,630 | $1,283,887 | -$164,743 | -11.37% | |
| Kennedy Investment Group, Inc. | 0.46% | 134,920 | $1,431,503 | $1,539,437 | +$107,934 | +7.54% | |
| Pinnacle Associates Ltd | 0.02% | 132,037 | $1,400,914 | $1,506,542 | +$105,628 | +7.54% | |
| Wealth Advisors Of Tampa Bay, Llc | 0.42% | 108,375 | $1,387,200 | $1,236,559 | -$150,641 | -10.86% | |
| Melone Private Wealth, Llc | 0.54% | 128,626 | $1,364,727 | $1,467,623 | +$102,896 | +7.54% | |
| Silverlake Wealth Management Llc | 0.26% | 127,928 | $1,357,320 | $1,459,658 | +$102,338 | +7.54% |
Frequently asked questions about NVG
Who are the largest institutional holders of NVG?
The largest institutional holders of NVG reported in the latest SEC Form 13F filings include Guggenheim Capital Llc, Morgan Stanley, Hennion & Walsh Asset Management, Inc., Wells Fargo & Company/Mn, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported NVG position.
What is NVG institutional ownership?
This page tracks NVG positions reported by institutional investment managers through SEC Form 13F. NUVEEN AMT-FR MUNI CRDT (NVG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NVG?
InsiderSet currently tracks 252 institutional managers reporting NVG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NVG shareholders.
How much NVG stock do institutions own?
Institutional investment managers disclosed approximately $390.86M in NVG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NVG institutional ownership last updated?
The latest NVG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NVG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NVG position after the reporting date.
Are institutions buying or selling NVG?
Institutional buying and selling can be analyzed by comparing NVG positions across consecutive 13F reporting periods. InsiderSet's NVG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NVG ownership changes.
How has NVG institutional ownership changed over time?
InsiderSet tracks NVG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.