Nuveen Ca Amt-FR MuniXNCMX

13F holders, Q1 2026 (March 31)
80holders +14
18new positions
3sold out
$11.90avg. 13F price*

At the end of Q1 2026, 80 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, up 14 from Q4 2025. 18 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($38.6M), Advisors Asset Management, Inc. ($12.8M) and Guggenheim Capital LLC ($12.8M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions18$4.4M
Exits3$926K

All 13F filers, Q4 2025 → Q1 2026: 1,050,643 shares bought and 138,800 shares sold, net +911,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Morgan Stanley 0.00% Add +11.2% 3,243,742 $38.6M
Advisors Asset Management, Inc. 0.21% Add +11.5% 1,076,013 $12.8M
Guggenheim Capital LLC 0.10% Reduce -3.0% 1,074,659 $12.8M
Wells Fargo & Company 0.00% Reduce -0.3% 566,898 $6.7M
Hennion & Walsh Asset Management, Inc. 0.14% Add +10.6% 350,212 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.4% 290,000 $3.5M
LPL Financial LLC 0.00% Add +7.6% 286,334 $3.4M
UBS Group AG 0.00% Reduce -1.1% 240,225 $2.9M
DKM Wealth Management, Inc. 1.82% No change 212,592 $2.5M
Mariner, LLC 0.00% Add +1.9% 155,967 $1.9M
Evoke Wealth, LLC 0.03% Reduce -6.5% 143,219 $1.7M
Ameriprise Financial Inc. 0.00% Add +50.0% 105,254 $1.3M
Raymond James Financial Inc. 0.00% Add +9.5% 102,235 $1.2M
Wedbush Securities Inc. 0.03% Add +26.5% 76,929 $915K
Allianz Asset Management GmbH 0.00% No change 70,100 $834K
D.A. Davidson & Co. 0.00% Add +166.7% 60,791 $723K
Rareview Capital LLC 0.41% Add +0.1% 58,827 $692K
Bank of America Corp. 0.00% Add +64.6% 56,507 $672K
Integrated Wealth Concepts LLC 0.01% New 55,039 $655K
Mather Group, Llc. 0.01% New 54,160 $645K
GK Wealth Management LLC 0.55% New 54,096 $635K
DWR Wealth Management, LLC 0.55% Add +40.4% 54,096 $635K
Bridgewealth Advisory Group, LLC 0.13% Add +0.2% 53,059 $631K
Royal Bank of Canada 0.00% Reduce -2.0% 48,037 $572K
Blue Zone Wealth Advisors, LLC 0.11% Reduce -3.4% 45,985 $547K
Apriem Advisors 0.05% Add +4.8% 43,436 $517K
PNC Financial Services Group, Inc. 0.00% No change 40,618 $483K
Western Wealth Management, LLC 0.02% New 38,080 $453K
Diligent Investors, LLC 0.11% Add +0.2% 36,087 $429K
Jane Street Group, LLC 0.00% Add +48.0% 32,459 $386K
MAI Capital Management 0.00% New 30,000 $357K
Stifel Financial Corp. 0.00% Add +46.8% 29,228 $348K
MKT Advisors LLC 0.12% Reduce -6.6% 28,883 $344K
Lazari Capital Management, Inc. 0.12% No change 28,761 $342K
Van Hulzen Asset Management, LLC 0.03% Reduce -0.6% 28,372 $338K
Pacific Wealth Strategies Group, Inc. 0.21% No change 28,000 $333K
Commonwealth Equity Services, LLC 0.00% New 25,011 $298K
Castle Rock Wealth Management, LLC 0.06% No change 24,192 $289K
Fifth Third Bancorp 0.00% New 23,791 $283K
Cetera Investment Advisers 0.00% Reduce -6.5% 23,609 $281K
Ehrlich Financial Group 0.16% Add +0.2% 23,012 $274K
Cerity Partners LLC 0.00% No change 22,046 $262K
Wealth Enhancement Advisory Services, LLC 0.00% No change 21,650 $259K
Creative Planning 0.00% Reduce -29.5% 21,722 $258K
Modern Wealth Management, LLC 0.00% No change 21,185 $254K
Envestnet Asset Management Inc. 0.00% Add +8.3% 20,791 $247K
Strait & Sound Wealth Management LLC 0.09% Reduce -5.3% 19,718 $235K
Core Wealth Partners LLC 0.10% No change 18,425 $219K
Steward Partners Investment Advisory, LLC 0.00% New 18,000 $214K
FLC Capital Advisors 0.04% No change 17,850 $212K
Pure Financial Advisors, LLC 0.00% No change 17,094 $203K
Perigon Wealth Management, LLC 0.00% No change 16,950 $202K
Osaic Holdings, Inc. 0.00% Reduce -1.5% 16,087 $191K
MML Investors Services, LLC 0.00% New 15,386 $183K
Tortuga Wealth Management, Inc 0.16% Add +15.9% 14,600 $174K
Snowden Capital Advisors LLC 0.00% Add +0.0% 14,458 $173K
Farther Finance Advisors, LLC 0.00% No change 13,823 $166K
McGowan Group Asset Management, Inc. 0.02% New 13,894 $165K
Maia Wealth LLC 0.03% No change 12,848 $153K
Foronjy Financial LLC 0.06% New 12,810 $152K
Mutual Advisors, LLC 0.00% No change 12,344 $147K
Janney Montgomery Scott LLC 0.00% No change 12,100 $144K
Cambridge Investment Research Advisors, Inc. 0.00% No change 11,566 $138K
Marex Group Ltd 0.00% New 10,510 $125K
Susquehanna International Group, LLP 0.00% New 10,501 $125K
Pasadena Private Wealth, LLC 0.02% No change 10,000 $119K
Independent Financial Group, LLC 0.00% No change 10,000 $119K
Private Trust Co. NA 0.01% No change 9,000 $107K
Hollencrest Capital Management 0.00% Add +49.4% 5,822 $69K
Assetmark, Inc. 0.00% New 4,218 $50K
Peterson Wealth Management 0.02% New 2,696 $32K
Golden State Wealth Management, LLC 0.00% No change 2,064 $25K
Wolff Wiese Magana LLC 0.01% New 1,500 $18K
Penserra Capital Management LLC 0.00% New 1,150 $13K
FNY Investment Advisers, LLC 0.00% New 900 $10K
1620 Investment Advisors, Inc. 0.00% No change 536 $6K
Highline Wealth Partners LLC 0.00% Reduce -4.7% 524 $6K
Whittier Trust Co. 0.00% No change 200 $2K
Rockefeller Capital Management L.P. 0.00% No change 43 $512
Citigroup Inc. 0.00% No change 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.