Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q1 2024 (March 31)316holders
$11.08avg. 13F price*
At the end of Q1 2024, 316 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings. The largest holders were Karpus Management, Inc. ($274.4M), Morgan Stanley ($105.6M) and Rivernorth Capital Management, LLC ($85.0M).
- Company
- Nuveen Amt-FR QLTY Muni Inc.
- CUSIP
- 670657105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $28.5M |
| Exits | 28 | $7.0M |
Ownership 316 holders
| Karpus Management, Inc. | 7.92% | Add +4.8% | 24,787,907 | $274.4M |
| Morgan Stanley | 0.01% | Reduce -5.1% | 9,542,436 | $105.6M |
| Rivernorth Capital Management, LLC | 4.12% | Reduce -6.7% | 7,681,126 | $85.0M |
| Bramshill Investments, LLC | 6.92% | Reduce -18.0% | 5,311,021 | $58.8M |
| Sit Investment Associates Inc. | 1.08% | Add +24.7% | 4,234,205 | $46.9M |
| Saba Capital Management, L.P. | 0.95% | Add +1.9% | 3,894,855 | $43.1M |
| Logan Stone Capital, LLC | 4.79% | Reduce -16.6% | 2,012,646 | $22.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +7.5% | 1,857,561 | $20.6M |
| MacKay Shields LLC | 3.63% | Add +96.3% | 1,826,315 | $20.2M |
| Wells Fargo & Company | 0.01% | Add +27.5% | 1,825,119 | $20.2M |
| Bank of America Corp. | 0.00% | Add +2.3% | 1,746,876 | $19.3M |
| Van Eck Associates Corp. | 0.03% | Reduce -0.4% | 1,725,391 | $19.1M |
| Hennion & Walsh Asset Management, Inc. | 0.89% | Reduce -4.6% | 1,503,293 | $16.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.9% | 1,484,306 | $16.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +10.3% | 1,226,865 | $13.6M |
| UBS Group AG | 0.00% | Add +3.6% | 1,218,621 | $13.5M |
| Guggenheim Capital LLC | 0.09% | Add +1.9% | 1,082,895 | $12.0M |
| Robinson Capital Management, LLC | 4.29% | Add +4.4% | 1,118,384 | $11.9M |
| City of London Investment Management Co. Ltd. | 0.81% | Add +31.1% | 887,993 | $9.8M |
| AQR Arbitrage LLC | 0.50% | Reduce -1.2% | 847,950 | $9.4M |
| Raymond James & Associates | 0.01% | Reduce -4.4% | 792,070 | $8.8M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 738,626 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 722,269 | $8.0M |
| LPL Financial LLC | 0.00% | Add +3.1% | 712,936 | $7.9M |
| Fiera Capital Corp | 0.02% | Reduce -20.9% | 710,970 | $7.9M |
| Congress Park Capital LLC | 3.47% | Add +21.5% | 707,500 | $7.8M |
| Penserra Capital Management LLC | 0.10% | New | 702,802 | $7.8M |
| Gill Capital Partners, LLC | 2.94% | Reduce -1.7% | 683,320 | $7.3M |
| Dakota Wealth Management | 0.18% | Add +0.9% | 633,904 | $7.0M |
| Landscape Capital Management, L.L.C. | 0.61% | Reduce -18.9% | 633,564 | $7.0M |
| PenderFund Capital Management Ltd. | 3.35% | Reduce -51.6% | 440,000 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 588,772 | $6.5M |
| Advisors Asset Management, Inc. | 0.12% | Add +8.9% | 554,262 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 538,382 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.8% | 503,691 | $5.6M |
| Barry Investment Advisors, LLC | 1.85% | Reduce -5.7% | 499,768 | $5.6M |
| Westchester Capital Management, LLC | 0.22% | Add +35.1% | 451,710 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 446,797 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.9% | 443,112 | $4.9M |
| Mesirow Financial Investment Management, Inc. | 0.11% | Add +33.9% | 436,582 | $4.8M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -1.5% | 414,885 | $4.6M |
| Relative Value Partners Group, LLC | 0.28% | Reduce -0.1% | 400,713 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 373,136 | $4.1M |
| Freestone Capital Holdings, LLC | 0.15% | Add +38.9% | 362,460 | $4.0M |
| Eagle Bluffs Wealth Management LLC | 2.44% | Add +4.8% | 353,981 | $3.9M |
| NINE MASTS CAPITAL Ltd | 2.73% | New | 351,655 | $3.9M |
| Horizon Kinetics Asset Management LLC | 0.07% | Reduce -20.0% | 338,936 | $3.8M |
| Arete Wealth Advisors, LLC | 0.34% | Reduce -0.6% | 330,899 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2.4% | 295,038 | $3.3M |
| Tortoise Investment Management, LLC | 0.38% | Reduce -15.2% | 281,738 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | New | 266,656 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.1% | 254,620 | $2.8M |
| Cohen & Steers, Inc. | 0.01% | Reduce -25.1% | 249,711 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.3% | 247,247 | $2.7M |
| Flow State Investments, L.P. | 1.45% | New | 246,853 | $2.7M |
| Lido Advisors, LLC | 0.02% | Reduce -3.6% | 243,065 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +3.4% | 220,863 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.7% | 213,365 | $2.4M |
| Indiana Trust & Investment Management Co | 0.95% | No change | 213,000 | $2.4M |
| Cresta Advisors, Ltd. | 1.49% | No change | 211,647 | $2.3M |
| Jupiter Wealth Management LLC | 1.20% | Add +31.7% | 207,787 | $2.3M |
| Melone Private Wealth, LLC | 1.35% | Add +0.8% | 203,856 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.4% | 194,536 | $2.2M |
| Rareview Capital LLC | 2.03% | New | 186,873 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.5% | 183,518 | $2.0M |
| Fort Point Capital Partners LLC | 0.26% | New | 176,592 | $2.0M |
| Gridiron Partners, LLC | 1.23% | No change | 174,878 | $1.9M |
| Rothschild Investment LLC | 0.14% | Add +2.7% | 170,991 | $1.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -7.3% | 171,536 | $1.8M |
| Savant Capital, LLC | 0.02% | Add +0.0% | 165,173 | $1.8M |
| Invesco Ltd. | 0.00% | Add +26.1% | 163,756 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +361.1% | 159,639 | $1.8M |
| Wakefield Asset Management LLLP | 0.61% | Add +3.5% | 158,785 | $1.8M |
| Tyche Wealth Partners LLC | 0.43% | Add +7.3% | 157,950 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.2% | 154,264 | $1.7M |
| Riverbridge Partners LLC | 0.02% | Add +2.5% | 152,578 | $1.7M |
| Evoke Wealth, LLC | 0.05% | Add +307.5% | 146,689 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | No change | 136,605 | $1.5M |
| Petra Financial Advisors Inc. | 1.07% | No change | 131,144 | $1.5M |
| TrinityPoint Wealth, LLC | 0.22% | Add +0.1% | 120,090 | $1.3M |
| Palogic Value Management, L.P. | 0.55% | Add +4.5% | 114,224 | $1.3M |
| Childress Capital Advisors, LLC | 0.35% | No change | 108,500 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -17.7% | 105,084 | $1.2M |
| Mariner, LLC | 0.00% | Add +18.2% | 104,129 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -15.8% | 100,136 | $1.1M |
| Kim, LLC | 0.14% | Add +11.1% | 100,000 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +9.6% | 99,486 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | No change | 98,729 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Reduce -10.4% | 93,893 | $1.0M |
| McGowan Group Asset Management, Inc. | 0.15% | New | 94,213 | $1.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.25% | Add +1.8% | 88,727 | $982K |
| Tectonic Advisors LLC | 0.07% | Add +1.2% | 87,584 | $970K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 76,193 | $843K |
| Avior Wealth Management, LLC | 0.04% | Add +7.2% | 75,968 | $841K |
| Arkos Global Advisors | 0.14% | No change | 75,893 | $840K |
| Waverly Advisors, LLC | 0.02% | New | 75,096 | $831K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.9% | 74,237 | $822K |
| DAVENPORT & Co LLC | 0.01% | No change | 72,542 | $803K |
| Bard Financial Services, Inc. | 0.08% | No change | 71,250 | $789K |
| Raymond James Trust N.A. | 0.02% | Reduce -21.5% | 68,251 | $756K |
| Private Advisor Group, LLC | 0.01% | Add +3.1% | 65,531 | $725K |
| Altus Wealth Group LLC | 0.36% | Reduce -4.4% | 65,082 | $720K |
| First Personal Financial Services | 0.17% | Add +2.1% | 64,243 | $711K |
| GC Wealth Management RIA, LLC | 0.14% | Reduce -13.5% | 63,749 | $706K |
| GeoWealth Management, LLC | 0.03% | Reduce -15.5% | 62,293 | $690K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 61,624 | $682K |
| Realta Investment Advisors | 0.14% | Reduce -2.8% | 59,917 | $663K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 57,676 | $638K |
| Myecfo, LLC | 0.37% | No change | 56,500 | $625K |
| Bank of Montreal | 0.00% | Reduce -21.4% | 48,119 | $613K |
| Wellspring Financial Advisors, LLC | 0.10% | No change | 55,047 | $609K |
| Brave Asset Management Inc. | 0.16% | New | 54,230 | $600K |
| Peddock Capital Advisors, LLC | 0.15% | No change | 53,373 | $591K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +6.7% | 52,660 | $583K |
| Almitas Capital LLC | 0.26% | New | 50,885 | $563K |
| Rothschild Wealth LLC | 0.20% | — | 50,728 | $562K |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 48,327 | $535K |
| Breakwater Capital Group | 0.13% | Add +5.2% | 47,655 | $528K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.3% | 43,633 | $483K |
| Comerica Bank | 0.00% | Reduce -0.1% | 42,131 | $466K |
| Rock Point Advisors, LLC | 0.14% | No change | 42,120 | $466K |
| Spire Wealth Management | 0.01% | Add +0.2% | 41,583 | $460K |
| Element Wealth, LLC | 0.25% | No change | 38,634 | $428K |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 35,316 | $391K |
| Venture Visionary Partners LLC | 0.02% | No change | 34,376 | $381K |
| Altfest L J & Co. Inc. | 0.05% | Add +0.1% | 33,226 | $368K |
| Glen Eagle Advisors, LLC | 0.07% | New | 32,736 | $362K |
| CoreCap Advisors, LLC | 0.02% | Add +0.6% | 32,192 | $356K |
| Centiva Capital, LP | 0.02% | Reduce -86.7% | 32,010 | $354K |
| MML Investors Services, LLC | 0.00% | Reduce -3.4% | 31,780 | $352K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Reduce -41.0% | 30,700 | $340K |
| Successful Portfolios LLC | 0.23% | Add +7.1% | 30,059 | $333K |
| Stephens Inc. | 0.01% | Reduce -11.1% | 30,011 | $332K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 29,427 | $326K |
| Family Capital Management, Inc. | 0.23% | No change | 29,407 | $326K |
| Creative Planning | 0.00% | Add +6.7% | 29,200 | $323K |
| LexAurum Advisors, LLC | 0.08% | No change | 29,000 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.3% | 28,829 | $319K |
| Bokf, NA | 0.01% | Reduce -25.6% | 29,000 | $318K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $303K |
| BBR Partners, LLC | 0.02% | Add +33.0% | 27,386 | $303K |
| Integrated Capital Management, Inc. | 0.25% | Add +36.8% | 27,184 | $301K |
| Silverlake Wealth Management LLC | 0.15% | Add +0.1% | 27,007 | $299K |
| Emfo, LLC | 0.27% | New | 26,810 | $297K |
| Nomura Holdings Inc. | 0.00% | Add +36.1% | 26,200 | $290K |
| Good Life Advisors, LLC | 0.03% | Add +1.2% | 26,045 | $288K |
| HRT Financial LP | 0.00% | New | 25,694 | $284K |
| US Bancorp \de | 0.00% | Add +20.2% | 25,036 | $277K |
| Choreo, LLC | 0.01% | Add +4.2% | 25,029 | $277K |
| SkyView Investment Advisors, LLC | 0.05% | New | 25,000 | $277K |
| Ieq Capital, LLC | 0.00% | Add +109.3% | 24,716 | $274K |
| Mgo One Seven LLC | 0.01% | Add +19.8% | 24,707 | $274K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -12.7% | 24,434 | $270K |
| Private Trust Co. NA | 0.03% | No change | 24,173 | $268K |
| Capital Advisors Inc. | 0.01% | New | 24,148 | $267K |
| Advisory Services Network, LLC | 0.01% | Add +4.3% | 24,089 | $267K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.5% | 23,908 | $265K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 23,870 | $264K |
| Schechter Investment Advisors, LLC | 0.02% | Add +7.2% | 23,664 | $262K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.3% | 23,644 | $262K |
| Aberdeen Wealth Management LLC | 0.15% | No change | 23,554 | $261K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -7.8% | 23,468 | $260K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +10.8% | 23,100 | $256K |
| Simon Quick Advisors, LLC | 0.02% | Add +15.1% | 22,353 | $247K |
| Independent Financial Group, LLC | 0.01% | Add +8.0% | 22,071 | $244K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +7.8% | 22,000 | $244K |
| Sigma Planning Corp | 0.01% | Add +98.8% | 21,973 | $243K |
| Stonebrook Private Inc. | 0.07% | Add +3.9% | 21,395 | $237K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -48.1% | 21,101 | $234K |
| FLC Capital Advisors | 0.06% | New | 21,076 | $233K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 20,859 | $232K |
| Bayshore Asset Management, LLC | 0.11% | New | 20,260 | $224K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.2% | 20,186 | $223K |
| PFG Advisors | 0.02% | Add +25.4% | 20,100 | $223K |
| Shufro Rose & Co. LLC | 0.02% | No change | 19,500 | $216K |
| Cerity Partners LLC | 0.00% | No change | 19,346 | $215K |
| Cwm, LLC | 0.00% | Reduce -2.8% | 19,294 | $214K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | Add +0.0% | 19,085 | $211K |
| SageView Advisory Group, LLC | 0.01% | New | 1,062 | $210K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 18,890 | $209K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.4% | 18,689 | $207K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.5% | 18,539 | $206K |
| AE Wealth Management LLC | 0.00% | Reduce -55.2% | 18,438 | $204K |
| MBA Advisors LLC | 0.11% | No change | 18,400 | $204K |
| Choate Investment Advisors | 0.01% | No change | 18,366 | $203K |
| Caldwell Trust Co | 0.02% | No change | 18,113 | $201K |
| Bank of New York Mellon Corp | 0.00% | Reduce -84.8% | 17,827 | $197K |
| Neuberger Berman Group LLC | 0.00% | No change | 17,817 | $197K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $196K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.1% | 20,131 | $196K |
| Wealthspire Advisors, LLC | 0.00% | No change | 17,665 | $196K |
| Brown Advisory Inc. | 0.00% | New | 17,610 | $195K |
| Pointe Capital Management LLC | 0.12% | No change | 17,475 | $193K |
| Hollencrest Capital Management | 0.01% | No change | 17,360 | $192K |
| Debussy Capital Management LP | 0.05% | No change | 17,247 | $187K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -9.7% | 16,532 | $184K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -32.8% | 16,328 | $182K |
| Drive Wealth Management, LLC | 0.05% | Reduce -8.7% | 16,065 | $179K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.6% | 15,886 | $176K |
| Occidental Asset Management, LLC | 0.03% | Add +24.8% | 15,827 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.3% | 15,799 | $173K |
| Armor Investment Advisors, LLC | 0.08% | No change | 15,565 | $172K |
| Ancora Advisors LLC | 0.00% | No change | 15,445 | $171K |
| Camelot Portfolios, LLC | 0.16% | Reduce -38.5% | 15,064 | $167K |
| Compass Financial Group, INC | 0.04% | Reduce -8.1% | 14,992 | $166K |
| Apeiron RIA LLC | 0.05% | No change | 14,808 | $164K |
| Kuhn & Co Investment Counsel | 0.15% | New | 14,662 | $162K |
| Hartline Investment Corp./ | 0.03% | New | 14,538 | $161K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.2% | 14,538 | $161K |
| Seed Wealth Management, Inc. | 0.15% | No change | 14,500 | $159K |
| Seelaus Asset Management LLC | 0.16% | New | 14,250 | $158K |
| Moors & Cabot, Inc. | 0.01% | Reduce -74.0% | 14,229 | $158K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -3.4% | 14,217 | $157K |
| Curi Capital, LLC | 0.00% | No change | 14,062 | $156K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 14,043 | $155K |
| Avantax Advisory Services, Inc. | 0.00% | Add +13.5% | 13,874 | $154K |
| Sovereign Financial Group, Inc. | 0.04% | Add +4.8% | 13,639 | $151K |
| Balefire, LLC | 0.05% | Reduce -10.1% | 13,624 | $151K |
| Citizens National Bank Trust Department | 0.03% | Reduce -18.2% | 13,500 | $149K |
| Sfmg, LLC | 0.01% | Add +0.0% | 13,440 | $149K |
| Moody National Bank Trust Division | 0.01% | Reduce -22.0% | 13,397 | $148K |
| Founders Financial Alliance, LLC | 0.04% | Add +25.1% | 13,386 | $148K |
| Csenge Advisory Group | 0.01% | Reduce -6.5% | 13,181 | $146K |
| L.M. Kohn & Company | 0.04% | Add +23.4% | 13,170 | $146K |
| First Trust Advisors LP | 0.00% | Reduce -46.3% | 13,152 | $146K |
| Total Clarity Wealth Management, Inc. | 0.05% | New | 13,124 | $145K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -26.5% | 13,087 | $145K |
| Wolverine Asset Management LLC | 0.01% | Add +2062.7% | 12,976 | $144K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.7% | 12,774 | $141K |
| Walter & Keenan Wealth Management LLC /in/ | 0.05% | No change | 12,636 | $140K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 12,554 | $139K |
| Private Wealth Partners, LLC | 0.01% | No change | 12,500 | $138K |
| North Star Investment Management Corp. | 0.01% | No change | 12,164 | $135K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -12.2% | 12,096 | $134K |
| InterOcean Capital Group, LLC | 0.00% | No change | 12,000 | $133K |
| M&T Bank Corp | 0.00% | Add +4.1% | 11,911 | $132K |
| SMH Capital Advisors Inc. | 0.85% | No change | 11,919 | $132K |
| Ackerman Capital Advisors, LLC | 0.04% | Add +7.5% | 11,907 | $132K |
| Acorn Wealth Advisors, LLC | 0.07% | No change | 11,887 | $132K |
| Walleye Capital LLC | 0.00% | Reduce -66.8% | 11,801 | $131K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 11,663 | $129K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 11,639 | $129K |
| Wealth Management Associates, Inc. | 0.06% | Reduce -5.8% | 10,792 | $124K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 11,141 | $123K |
| Clear Creek Financial Management, LLC | 0.02% | Add +0.0% | 11,102 | $123K |
| Apollon Wealth Management, LLC | 0.00% | No change | 11,001 | $122K |
| Clean Yield Group | 0.05% | No change | 10,971 | $121K |
| Cutler Investment Counsel LLC | 0.02% | No change | 10,745 | $119K |
| Tiaa Trust, National Association | 0.00% | New | 10,599 | $117K |
| Busey Bank | 0.00% | No change | 10,444 | $116K |
| Kercheville Advisors, LLC | 0.05% | No change | 10,283 | $114K |
| WealthBridge Capital Management, LLC | 0.04% | Reduce -6.4% | 10,283 | $114K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -70.1% | 10,250 | $113K |
| Leisure Capital Management | 0.06% | New | 10,045 | $111K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.3% | 10,018 | $111K |
| Future Financial Wealth Managment LLC | 0.09% | No change | 10,000 | $111K |
| Jones Financial Companies LLLP | 0.00% | New | 8,383 | $93K |
| JPMorgan Chase & Co. | 0.00% | New | 8,039 | $89K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 7,800 | $86K |
| Allworth Financial LP | 0.00% | No change | 7,082 | $78K |
| MB Generational Wealth, LLC | 0.06% | New | 16,514 | $77K |
| Webster Bank, N. A. | 0.01% | Reduce -6.0% | 6,893 | $76K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 5,764 | $64K |
| Founders Capital Management | 0.04% | No change | 5,500 | $61K |
| American National Bank & Trust | 0.01% | New | 4,605 | $51K |
| SJS Investment Consulting Inc. | 0.01% | No change | 4,536 | $50K |
| FNY Investment Advisers, LLC | 0.03% | New | 4,400 | $48K |
| Bessemer Group Inc. | 0.00% | Reduce -22.6% | 4,142 | $46K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.2% | 4,092 | $45K |
| Fortitude Family Office, LLC | 0.03% | No change | 3,700 | $41K |
| Cornerstone Planning Group LLC | 0.01% | No change | 3,729 | $40K |
| FMR LLC | 0.00% | Add +361200.0% | 3,613 | $40K |
| First Community Trust NA | 0.03% | No change | 3,299 | $37K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 3,200 | $35K |
| UMB Bank, n.a. | 0.00% | Reduce -22.0% | 3,097 | $34K |
| FSA Wealth Management LLC | 0.01% | No change | 3,000 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 3,000 | $33K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 2,636 | $29K |
| Main Management LLC | 0.00% | New | 2,541 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,507 | $28K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $28K |
| Cambridge Trust Co. | 0.00% | No change | 2,378 | $26K |
| Montag A & Associates Inc. | 0.00% | No change | 2,120 | $24K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2,078 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,030 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.2% | 2,012 | $22K |
| West Paces Advisors Inc. | 0.01% | No change | 1,920 | $21K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -14.8% | 1,910 | $21K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,630 | $18K |
| Sandy Spring Bank | 0.00% | No change | 1,550 | $17K |
| ORG Partners LLC | 0.03% | New | 1,515 | $17K |
| Lanark Financial, Inc. | 0.00% | Reduce -50.0% | 1,515 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,439 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -28.5% | 1,347 | $15K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 1,379 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,065 | $12K |
| Tyler-Stone Wealth Management | 0.00% | No change | 1,000 | $11K |
| Hilltop National Bank | 0.00% | — | 948 | $10K |
| Global Assets Advisory, LLC | 0.01% | New | 928 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 771 | $9K |
| M&R Capital Management Inc. | 0.00% | No change | 677 | $7K |
| Hexagon Capital Partners LLC | 0.00% | No change | 666 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 645 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 583 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 551 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 500 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -90.5% | 528 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 519 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 338 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 334 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.0% | 261 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 240 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 105 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 105 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 79 | $875 |
"% of holder's portfolio" is XNEAX's weight in each manager's 13F, not the share of Nuveen Amt-FR QLTY Muni Inc. the manager owns.