Nuveen Ca Amt-FR MuniXNCMX

13F holders, Q2 2026 (June 30)
85holders +5
12new positions
8sold out
1famous investor
$12.53avg. 13F price*

At the end of Q2 2026, 85 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, up 5 from Q1 2026. 12 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($41.6M), Advisors Asset Management, Inc. ($15.5M) and Guggenheim Capital LLC ($14.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nuveen Ca Amt-FR Muni Inc.
CUSIP
670651108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 68Q1 2024Q2 2024: 64Q2 2024Q3 2024: 67Q3 2024Q4 2024: 65Q4 2024Q1 2025: 66Q1 2025Q2 2025: 68Q2 2025Q3 2025: 65Q3 2025Q4 2025: 66Q4 2025Q1 2026: 80Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$3.9M
Exits8$1.6M

All 13F filers, Q1 2026 → Q2 2026: 982,132 shares bought and 331,300 shares sold, net +650,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Morgan Stanley 0.00% Add +2.3% 3,318,107 $41.6M
Advisors Asset Management, Inc. 0.24% Add +15.3% 1,240,864 $15.5M
Guggenheim Capital LLC 0.09% Add +3.9% 1,116,107 $14.0M
Wells Fargo & Company 0.00% Reduce -6.6% 529,470 $6.6M
Hennion & Walsh Asset Management, Inc. 0.15% Add +22.1% 427,631 $5.4M
LPL Financial LLC 0.00% Add +6.7% 305,531 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.2% 296,330 $3.7M
UBS Group AG 0.00% Reduce -3.1% 232,754 $2.9M
DKM Wealth Management, Inc. 1.74% No change 212,592 $2.7M
MAI Capital Management 0.01% Add +340.0% 132,000 $1.7M
Raymond James Financial Inc. 0.00% Add +9.4% 111,837 $1.4M
Bank of America Corp. 0.00% Add +90.4% 107,606 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 102,283 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +75.6% 96,653 $1.2M
Wedbush Securities Inc. 0.03% Add +3.5% 79,581 $997K
Jane Street Group, LLC 0.00% Add +130.2% 74,710 $936K
Private Advisor Group, LLC 0.00% New 73,594 $922K
Allianz Asset Management GmbH 0.00% No change 70,100 $878K
J.W. Cole Advisors, Inc. 0.01% New 66,000 $827K
D.A. Davidson & Co. 0.00% Add +6.7% 64,841 $812K
Rareview Capital LLC 0.39% Add +0.1% 58,889 $693K
DWR Wealth Management, LLC 0.50% Add +0.1% 54,138 $675K
Bridgewealth Advisory Group, LLC 0.13% Add +0.4% 53,261 $667K
Royal Bank of Canada 0.00% Add +3.4% 49,686 $623K
XTX Topco Ltd 0.01% New 49,701 $623K
Mather Group, Llc. 0.01% Reduce -12.4% 47,458 $595K
Apriem Advisors 0.05% Add +4.6% 45,436 $569K
Blue Zone Wealth Advisors, LLC 0.10% Reduce -5.0% 43,703 $548K
PNC Financial Services Group, Inc. 0.00% No change 40,618 $509K
Mariner, LLC 0.00% Reduce -77.5% 35,138 $440K
Diligent Investors, LLC 0.10% Reduce -2.8% 35,076 $440K
Stifel Financial Corp. 0.00% Add +18.8% 34,728 $435K
Western Wealth Management, LLC 0.01% Reduce -14.6% 32,529 $408K
Stonebridge Financial Group, LLC 0.05% — 30,650 $386K
Lazari Capital Management, Inc. 0.11% No change 28,761 $360K
Van Hulzen Asset Management, LLC 0.03% No change 28,372 $356K
Pacific Wealth Strategies Group, Inc. 0.20% No change 28,000 $351K
Citadel Advisors 0.00% New 26,909 $337K
Commonwealth Equity Services, LLC 0.00% Add +1.1% 25,277 $317K
Castle Rock Wealth Management, LLC 0.06% No change 24,192 $304K
Ehrlich Financial Group 0.15% Add +3.9% 23,898 $299K
Fifth Third Bancorp 0.00% Add +0.3% 23,863 $299K
Cetera Investment Advisers 0.00% Reduce -0.6% 23,475 $294K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.2% 23,000 $290K
Readystate Asset Management LP 0.02% New 22,959 $288K
Creative Planning 0.00% Add +5.6% 22,948 $288K
Modern Wealth Management, LLC 0.00% No change 21,185 $265K
Envestnet Asset Management Inc. 0.00% No change 20,791 $261K
Peak Retirement Planning, Inc. 0.04% New 20,723 $260K
Tortuga Wealth Management, Inc 0.20% Add +41.1% 20,600 $258K
Strait & Sound Wealth Management LLC 0.09% No change 19,718 $247K
Osaic Holdings, Inc. 0.00% Add +16.7% 18,776 $235K
Core Wealth Partners LLC 0.10% No change 18,425 $231K
Focus Partners Wealth 0.00% New 18,059 $226K
Steward Partners Investment Advisory, LLC 0.00% No change 18,000 $226K
FLC Capital Advisors 0.04% No change 17,850 $224K
MKT Advisors LLC 0.07% Reduce -38.7% 17,709 $222K
Pure Financial Advisors, LLC 0.00% No change 17,094 $214K
Perigon Wealth Management, LLC 0.00% No change 16,950 $212K
MML Investors Services, LLC 0.00% No change 15,386 $193K
McGowan Group Asset Management, Inc. 0.02% Add +5.7% 14,683 $184K
Snowden Capital Advisors LLC 0.00% Add +0.0% 14,462 $181K
Farther Finance Advisors, LLC 0.00% No change 13,823 $172K
Lyell Wealth Management, LP 0.01% New 13,714 $172K
Maia Wealth LLC 0.02% No change 12,848 $161K
Mutual Advisors, LLC 0.00% No change 12,344 $155K
Janney Montgomery Scott LLC 0.00% No change 12,100 $152K
Tamar Securities, LLC 0.01% New 11,000 $138K
Great Valley Advisor Group, Inc. 0.00% New 10,500 $132K
Independent Financial Group, LLC 0.00% No change 10,000 $125K
Private Trust Co. NA 0.01% No change 9,000 $113K
Rockefeller Capital Management L.P. 0.00% Add +13953.5% 6,043 $76K
Hollencrest Capital Management 0.00% No change 5,822 $73K
Penserra Capital Management LLC 0.00% Add +200.0% 3,450 $43K
Peterson Wealth Management 0.02% No change 2,696 $34K
Golden State Wealth Management, LLC 0.00% No change 2,064 $26K
Wolff Wiese Magana LLC 0.01% No change 1,500 $19K
FNY Investment Advisers, LLC 0.00% No change 900 $11K
LifeSteps Financial, Inc. 0.00% New 750 $9K
1620 Investment Advisors, Inc. 0.00% No change 536 $7K
Highline Wealth Partners LLC 0.00% No change 524 $7K
Daytona Street Capital LLC 0.00% New 308 $4K
Whittier Trust Co. 0.00% No change 200 $3K
Citigroup Inc. 0.00% No change 3 $38
Core Capital Management & Research, inc. 0.00% — 3 $36

"% of holder's portfolio" is XNCMX's weight in each manager's 13F, not the share of Nuveen Ca Amt-FR Muni Inc. the manager owns.