Nuveen Ca Amt-FR MuniXNCMX

13F holders, Q4 2025 (December 31)
66holders +1
6new positions
6sold out
$12.44avg. 13F price*

At the end of Q4 2025, 66 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($36.3M), Guggenheim Capital LLC ($13.8M) and Advisors Asset Management, Inc. ($12.0M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$694K
Exits6$4.3M

All 13F filers, Q3 2025 → Q4 2025: 832,799 shares bought and 409,555 shares sold, net +423,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

Morgan Stanley 0.00% Add +1.8% 2,916,009 $36.3M
Guggenheim Capital LLC 0.10% Add +11.0% 1,107,420 $13.8M
Advisors Asset Management, Inc. 0.20% Add +86.6% 964,891 $12.0M
Wells Fargo & Company 0.00% Add +12.0% 568,912 $7.1M
Hennion & Walsh Asset Management, Inc. 0.14% Add +10.1% 316,709 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% No change 270,000 $3.4M
LPL Financial LLC 0.00% Add +3.0% 266,090 $3.3M
UBS Group AG 0.00% Add +0.4% 242,891 $3.0M
DKM Wealth Management, Inc. 1.97% No change 212,592 $2.6M
Evoke Wealth, LLC 0.04% Add +0.4% 153,197 $1.9M
Mariner, LLC 0.00% Reduce -2.0% 153,125 $1.9M
Raymond James Financial Inc. 0.00% Add +9.6% 93,382 $1.2M
Ameriprise Financial Inc. 0.00% Add +50.2% 70,183 $873K
Allianz Asset Management GmbH 0.00% No change 70,100 $872K
J.W. Cole Advisors, Inc. 0.02% No change 66,000 $821K
Wedbush Securities Inc. 0.02% Reduce -8.0% 60,797 $756K
Rareview Capital LLC 0.45% Add +0.1% 58,788 $692K
Bridgewealth Advisory Group, LLC 0.15% Add +0.5% 52,932 $658K
Royal Bank of Canada 0.00% Add +8.0% 49,005 $610K
Blue Zone Wealth Advisors, LLC 0.11% Reduce -18.2% 47,621 $592K
Apriem Advisors 0.05% Add +10.7% 41,436 $515K
PNC Financial Services Group, Inc. 0.00% No change 40,618 $505K
DWR Wealth Management, LLC 0.44% — 38,541 $479K
Diligent Investors, LLC 0.11% Add +0.5% 36,000 $448K
Bank of America Corp. 0.00% Add +0.3% 34,324 $427K
MKT Advisors LLC 0.13% Reduce -56.8% 30,934 $387K
Creative Planning 0.00% Add +39.8% 30,825 $383K
Lazari Capital Management, Inc. 0.12% No change 28,761 $358K
Van Hulzen Asset Management, LLC 0.03% Add +0.1% 28,553 $355K
Pacific Wealth Strategies Group, Inc. 0.20% No change 28,000 $348K
Cetera Investment Advisers 0.00% Add +1.8% 25,246 $314K
Castle Rock Wealth Management, LLC 0.07% No change 24,192 $312K
Ehrlich Financial Group 0.16% Add +0.5% 22,959 $286K
D.A. Davidson & Co. 0.00% Add +26.0% 22,791 $284K
Comerica Bank 0.00% Add +32.4% 22,207 $276K
Cerity Partners LLC 0.00% Reduce -19.5% 22,046 $274K
Jane Street Group, LLC 0.00% New 21,931 $273K
Wealth Enhancement Advisory Services, LLC 0.00% No change 21,650 $271K
Modern Wealth Management, LLC 0.00% No change 21,185 $264K
Strait & Sound Wealth Management LLC 0.10% Reduce -0.4% 20,833 $259K
Stifel Financial Corp. 0.00% Add +0.0% 19,912 $248K
Envestnet Asset Management Inc. 0.00% Add +39.4% 19,207 $239K
Core Wealth Partners LLC 0.10% No change 18,425 $229K
FLC Capital Advisors 0.04% No change 17,850 $222K
Pure Financial Advisors, LLC 0.00% No change 17,094 $213K
Perigon Wealth Management, LLC 0.00% No change 16,950 $211K
Osaic Holdings, Inc. 0.00% Reduce -15.1% 16,332 $203K
Snowden Capital Advisors LLC 0.00% Add +0.6% 14,454 $180K
Farther Finance Advisors, LLC 0.00% Add +30.1% 13,823 $172K
Maia Wealth LLC 0.03% No change 12,848 $169K
Tortuga Wealth Management, Inc 0.17% — 12,600 $157K
Mutual Advisors, LLC 0.00% No change 12,344 $154K
Janney Montgomery Scott LLC 0.00% No change 12,100 $151K
Cambridge Investment Research Advisors, Inc. 0.00% New 11,566 $144K
Pasadena Private Wealth, LLC 0.02% New 10,000 $124K
Independent Financial Group, LLC 0.00% No change 10,000 $124K
Private Trust Co. NA 0.01% No change 9,000 $112K
Kestra Advisory Services, LLC 0.00% New 7,927 $99K
Hollencrest Capital Management 0.00% New 3,897 $48K
Golden State Wealth Management, LLC 0.00% No change 2,064 $26K
Highline Wealth Partners LLC 0.00% No change 550 $7K
1620 Investment Advisors, Inc. 0.00% No change 536 $7K
SageView Advisory Group, LLC 0.00% New 492 $6K
Whittier Trust Co. 0.00% No change 200 $3K
Rockefeller Capital Management L.P. 0.00% No change 43 $535
Citigroup Inc. 0.00% No change 3 $37

"% 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.