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Nuveen Select Tax-Free Income Portfolio

116 hedge funds and large institutions have $142M invested in Nuveen Select Tax-Free Income Portfolio in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $118M → $142M (+$24M)

13% more funds holding

Funds holding: 103116 (+13)

3.26% more ownership

Funds ownership: 17.92%21.18% (+3.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
41
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$622K -$44K -3,077 -7%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$618K +$616K +43,058 New
WS
28
Wedbush Securities
California
$560K +$558K +39,032 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$502K +$226K +15,828 +83%
O3W
30
Omni 360 Wealth
New Jersey
$496K +$50.3K +3,522 +11%
Stifel Financial
31
Stifel Financial
Missouri
$495K +$147K +10,256 +42%
SWM
32
Stronghold Wealth Management
Florida
$472K
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$463K -$114K -8,001 -20%
FAG
34
Fortitude Advisory Group
Washington
$457K
CIA
35
Concurrent Investment Advisors
Florida
$453K
PA
36
Pinnacle Associates
New York
$438K
S
37
Steadtrust
Texas
$431K
TPW
38
Tiller Private Wealth
Pennsylvania
$429K +$23.8K +1,665 +6%
EFS
39
Essex Financial Services
Connecticut
$416K
PMG
40
ProVise Management Group
Florida
$395K -$14.3K -1,000 -4%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$329K +$343 +24 +0.1%
NAS
42
NWF Advisory Services
California
$313K +$312K +21,802 New
AAM
43
Advisors Asset Management
Colorado
$304K +$303K +21,168 New
WIA
44
World Investment Advisors
California
$297K +$13.2K +926 +5%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$285K +$284K +19,859 New
KAS
46
Kestra Advisory Services
Texas
$283K +$63.4K +4,435 +29%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$281K +$285K +19,909 New
HighTower Advisors
48
HighTower Advisors
Illinois
$267K +$83.4K +5,836 +46%
BSTWA
49
Blake Schutter Theil Wealth Advisors
Ohio
$256K
WCM
50
WealthBridge Capital Management
Ohio
$249K +$200 +14 +0.1%