Funds holding NUVEEN INSD TAX-FREE ADVANTAGE MUN FD
ISIN US6706571055 · United States · LEI 549300OTYQOOXS64NI63
- Fund holders
- 5
- Of which ETFs
- 3 2 other funds
- Value held
- 16.2M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VanEck CEF Muni Income ETF VanEck ETF Trust | 1,330,441 | 15.3M $ | 7.41 % | as of Apr 30, 2026 ↗ |
| Clearwater Tax-Exempt Bond Fund Clearwater Investment Trust | 42,674 | 479.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Sit Tax-Free Income Fund SIT MUTUAL FUNDS II INC | 20,612 | 231.5K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| First Trust Flexible Municipal High Income ETF First Trust Exchange-Traded Fund VIII | 14,622 | 173.3K $ | 0.95 % | as of Feb 28, 2026 ↗ |
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 1,156 | 13K $ | 3.34 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| VanEck CEF Muni Income ETF VanEck ETF Trust | 7.41 % | as of Apr 30, 2026 ↗ |
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 3.34 % | as of Mar 31, 2026 ↗ |
| First Trust Flexible Municipal High Income ETF First Trust Exchange-Traded Fund VIII | 0.95 % | as of Feb 28, 2026 ↗ |
| Sit Tax-Free Income Fund SIT MUTUAL FUNDS II INC | 0.18 % | as of Mar 31, 2026 ↗ |
| Clearwater Tax-Exempt Bond Fund Clearwater Investment Trust | 0.06 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 5 | -2 | 1,409,505 | -58.0 % |
| 2026Q1 | 7 | 0 | 3,357,582 | -16.0 % |
| 2025Q4 | 7 | -3 | 3,998,686 | -5.9 % |
| 2025Q3 | 10 | -3 | 4,247,816 | -18.4 % |
| 2025Q2 | 13 | 0 | 5,206,508 | -11.6 % |
| 2025Q1 | 13 | -2 | 5,888,574 | -4.5 % |
| 2024Q4 | 15 | -2 | 6,165,758 | +17.5 % |
| 2024Q3 | 17 | +1 | 5,247,259 | -23.5 % |
| 2024Q2 | 16 | 0 | 6,859,870 | -0.3 % |
| 2024Q1 | 16 | +1 | 6,882,647 | +17.5 % |
| 2023Q4 | 15 | 5,856,029 |
Institutional managers
298 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 9,909,270 | 111.3M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 3,112,598 | 35M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,006,210 | 33.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,781,673 | 31.2M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 1,758,842 | 19.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,734,834 | 19.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,531,576 | 17.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,447,515 | 16.3M $ | as of Mar 31, 2026 |
| McGowan Group Asset Management, Inc. | 1,428,679 | 16M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,330,531 | 14.9M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 1,319,929 | 14.8K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,088,329 | 12.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,066,957 | 12M $ | as of Mar 31, 2026 |
| Congress Park Capital LLC | 850,000 | 9.5M $ | as of Mar 31, 2026 |
| Melone Private Wealth, LLC | 711,737 | 8M $ | as of Mar 31, 2026 |
| Eagle Bluffs Wealth Management LLC | 678,395 | 7.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 674,328 | 7.6M $ | as of Mar 31, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | 642,062 | 7.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 572,063 | 6.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 541,993 | 6.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 444,556 | 5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 439,599 | 5M $ | as of Mar 31, 2026 |
| SIT INVESTMENT ASSOCIATES INC | 411,729 | 4.6K $ | as of Mar 31, 2026 |
| Cresta Advisors, Ltd. | 385,647 | 4.3M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 379,232 | 4.3M $ | as of Mar 31, 2026 |
Funds holding the debt of NUVEEN INSD TAX-FREE ADVANTAGE MUN FD
16 funds declare 24 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
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Titelia. "Funds holding NUVEEN INSD TAX-FREE ADVANTAGE MUN FD". https://titelia.com/en/stocks/nuveen-insd-tax-free-advantage-mun-fd-US6706571055