Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q3 2024 (September 30)308holders +5
40new positions
33sold out
2famous investors
$11.99avg. 13F price*
At the end of Q3 2024, 308 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings, up 5 from Q2 2024. 40 opened new positions and 33 sold out. The largest holders were Karpus Management, Inc. ($177.5M), Morgan Stanley ($118.0M) and Rivernorth Capital Management, LLC ($81.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen Amt-FR QLTY Muni Inc.
- CUSIP
- 670657105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $20.2M |
| Exits | 33 | $68.7M |
All 13F filers, Q2 2024 → Q3 2024: 9,023,364 shares bought and 22,576,143 shares sold, net −13,552,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Karpus Management, Inc. | 4.93% | Reduce -41.3% | 14,832,403 | $177.5M |
| Morgan Stanley | 0.01% | Add +2.2% | 9,855,618 | $118.0M |
| Rivernorth Capital Management, LLC | 3.95% | Reduce -14.1% | 6,827,285 | $81.7M |
| MacKay Shields LLC | 8.25% | Add +5.3% | 4,004,020 | $47.9M |
| Sit Investment Associates Inc. | 1.03% | Reduce -19.8% | 3,851,767 | $46.1M |
| Bramshill Investments, LLC | 4.48% | Add +74.7% | 3,416,865 | $40.9M |
| Pathstone Holdings, LLC | 0.11% | Add +4.9% | 2,027,511 | $24.3M |
| BlackRock, Inc. | 0.00% | — | 1,750,000 | $20.9M |
| UBS Group AG | 0.01% | Add +38.5% | 1,749,785 | $20.9M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 1,648,179 | $19.7M |
| Hennion & Walsh Asset Management, Inc. | 0.91% | Add +9.3% | 1,624,766 | $19.4M |
| HighTower Advisors, LLC | 0.03% | Add +1.6% | 1,523,571 | $18.2M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.7% | 1,557,401 | $18.0M |
| Bank of America Corp. | 0.00% | Add +1.2% | 1,436,760 | $17.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +159.2% | 1,258,618 | $15.1M |
| Robinson Capital Management, LLC | 4.83% | Add +7.5% | 1,165,009 | $14.0M |
| Guggenheim Capital LLC | 0.10% | Reduce -1.7% | 1,130,400 | $13.5M |
| Congress Park Capital LLC | 4.79% | Add +28.8% | 1,079,000 | $12.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -45.5% | 1,064,293 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +61.1% | 1,009,202 | $12.1M |
| Raymond James & Associates | 0.01% | Add +6.5% | 939,995 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +44.7% | 934,476 | $11.2M |
| McGowan Group Asset Management, Inc. | 1.50% | Add +80.8% | 931,988 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +3.2% | 837,291 | $10.0M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 773,696 | $9.3M |
| PenderFund Capital Management Ltd. | 4.31% | No change | 515,000 | $8.3M |
| Gill Capital Partners, LLC | 2.61% | Reduce -8.3% | 608,708 | $7.3M |
| Advisors Asset Management, Inc. | 0.12% | Add +7.4% | 558,697 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +182.5% | 522,033 | $6.2M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +192.3% | 497,008 | $5.9M |
| Fiera Capital Corp | 0.02% | Reduce -2.0% | 474,088 | $5.7M |
| Barry Investment Advisors, LLC | 1.70% | Reduce -1.7% | 461,283 | $5.6M |
| Dakota Wealth Management | 0.12% | Reduce -32.6% | 442,433 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -68.7% | 421,491 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 419,052 | $5.0M |
| Cohen & Steers, Inc. | 0.01% | Add +75.4% | 411,711 | $4.9M |
| Milestone Asset Management, LLC | 1.10% | New | 410,339 | $4.9M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -1.7% | 395,300 | $4.7M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +0.0% | 386,400 | $4.6M |
| Eagle Bluffs Wealth Management LLC | 2.45% | Add +7.7% | 377,727 | $4.5M |
| Horizon Kinetics Asset Management LLC | 0.07% | Add +12.5% | 379,537 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.3% | 376,850 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -40.5% | 360,255 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.0% | 357,907 | $4.3M |
| Cresta Advisors, Ltd. | 2.03% | Add +15.7% | 323,786 | $3.9M |
| NorthCoast Asset Management LLC | 0.03% | New | 307,220 | $3.7M |
| City of London Investment Management Co. Ltd. | 0.30% | Reduce -61.6% | 291,467 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.2% | 277,559 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +43.5% | 270,406 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +10.4% | 260,435 | $3.1M |
| Kim, LLC | 0.38% | No change | 243,700 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +1127.5% | 225,488 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.6% | 225,407 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.0% | 223,081 | $2.7M |
| Rareview Capital LLC | 1.99% | Add +20.3% | 222,126 | $2.7M |
| Lido Advisors, LLC | 0.02% | Add +0.0% | 217,913 | $2.6M |
| Melone Private Wealth, LLC | 1.36% | Add +2.7% | 213,933 | $2.6M |
| Indiana Trust & Investment Management Co | 0.87% | No change | 213,000 | $2.5M |
| Evoke Wealth, LLC | 0.07% | Add +483.6% | 210,089 | $2.5M |
| Westchester Capital Management, LLC | 0.12% | Reduce -48.8% | 207,092 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.1% | 199,760 | $2.4M |
| Leo Wealth, LLC | 0.21% | Add +9.7% | 194,030 | $2.3M |
| Bayshore Asset Management, LLC | 0.96% | New | 177,865 | $2.1M |
| Rothschild Investment LLC | 0.14% | Add +3.5% | 176,172 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.4% | 173,413 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +14.8% | 171,553 | $2.1M |
| Gridiron Partners, LLC | 1.23% | Reduce -2.9% | 169,878 | $2.0M |
| Invesco Ltd. | 0.00% | Add +1.7% | 164,927 | $2.0M |
| Tyche Wealth Partners LLC | 0.44% | Add +1.1% | 162,630 | $1.9M |
| Savant Capital, LLC | 0.02% | Add +0.3% | 162,188 | $1.9M |
| Wakefield Asset Management LLLP | 0.62% | Add +1.1% | 159,218 | $1.9M |
| Tortoise Investment Management, LLC | 0.20% | Reduce -38.3% | 159,078 | $1.9M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.8% | 154,552 | $1.8M |
| Palogic Value Management, L.P. | 0.75% | Add +22.4% | 154,193 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +94.0% | 131,014 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | No change | 129,370 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -10.5% | 128,739 | $1.5M |
| Petra Financial Advisors Inc. | 1.02% | Reduce -0.6% | 128,539 | $1.5M |
| Riverbridge Partners LLC | 0.02% | Add +2.0% | 128,074 | $1.5M |
| HRT Financial LP | 0.01% | New | 127,182 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +39.3% | 122,913 | $1.5M |
| JFS Wealth Advisors, LLC | 0.10% | Add +2848.7% | 122,341 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -3.2% | 118,380 | $1.4M |
| Kercheville Advisors, LLC | 0.59% | Add +1043.0% | 117,533 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | No change | 117,011 | $1.4M |
| Childress Capital Advisors, LLC | 0.35% | No change | 108,500 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -10.1% | 100,751 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Add +8.6% | 99,136 | $1.2M |
| Centiva Capital, LP | 0.05% | New | 96,100 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +14.8% | 95,553 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.7% | 93,302 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.1% | 91,216 | $1.1M |
| Tectonic Advisors LLC | 0.07% | Add +1.9% | 90,507 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | Reduce -2.9% | 89,783 | $1.1M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.23% | Add +1.5% | 87,997 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +151.6% | 87,473 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +17.6% | 86,368 | $1.0M |
| Breakwater Capital Group | 0.21% | Add +5.1% | 86,258 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -11.2% | 83,160 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +8.5% | 83,042 | $994K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.0% | 81,207 | $972K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.8% | 78,443 | $944K |
| Arkos Global Advisors | 0.13% | No change | 75,893 | $908K |
| Alpine Global Management, LLC | 0.21% | New | 70,000 | $838K |
| Raymond James Trust N.A. | 0.02% | No change | 68,251 | $817K |
| First Personal Financial Services | 0.17% | Reduce -5.3% | 67,570 | $809K |
| Bard Financial Services, Inc. | 0.09% | Reduce -8.8% | 65,000 | $778K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.3% | 66,623 | $774K |
| GC Wealth Management RIA, LLC | 0.13% | Add +71.1% | 62,317 | $746K |
| GeoWealth Management, LLC | 0.03% | Add +71.1% | 62,317 | $746K |
| NewEdge Wealth, LLC | 0.01% | New | 62,050 | $743K |
| Altus Wealth Group LLC | 0.28% | Reduce -13.3% | 55,622 | $666K |
| Myecfo, LLC | 0.35% | Reduce -1.8% | 54,400 | $651K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +1.8% | 54,327 | $650K |
| Brave Asset Management Inc. | 0.16% | No change | 54,230 | $649K |
| Millennium Management | 0.00% | New | 54,120 | $648K |
| Marex Group Ltd | 0.01% | Add +120.8% | 53,000 | $634K |
| Rothschild Wealth LLC | 0.19% | Add +1.3% | 52,096 | $624K |
| Wellspring Financial Advisors, LLC | 0.07% | Reduce -30.5% | 50,747 | $607K |
| US Bancorp \de | 0.00% | Add +70.5% | 42,686 | $511K |
| Spire Wealth Management | 0.02% | Add +0.6% | 41,993 | $503K |
| Integrated Capital Management, Inc. | 0.38% | Add +1.6% | 41,289 | $494K |
| TrinityPoint Wealth, LLC | 0.07% | Add +0.1% | 40,548 | $485K |
| Silverlake Wealth Management LLC | 0.19% | Add +49.6% | 40,504 | $485K |
| Rock Point Advisors, LLC | 0.13% | Reduce -4.8% | 40,120 | $480K |
| Peddock Capital Advisors, LLC | 0.11% | No change | 39,423 | $472K |
| Comerica Bank | 0.00% | Add +5.4% | 38,535 | $461K |
| Northern Trust Corp. | 0.00% | Reduce -5.8% | 36,414 | $436K |
| Avantax Advisory Services, Inc. | 0.00% | Add +74.4% | 35,782 | $428K |
| Stephens Inc. | 0.01% | Add +2.3% | 35,686 | $427K |
| FLC Capital Advisors | 0.10% | Add +68.8% | 35,576 | $426K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +142.6% | 35,387 | $424K |
| Cresset Asset Management, LLC | 0.00% | Reduce -72.5% | 35,145 | $423K |
| Element Wealth, LLC | 0.22% | No change | 34,742 | $416K |
| Realta Investment Advisors | 0.18% | Reduce -43.8% | 33,779 | $401K |
| Altfest L J & Co. Inc. | 0.05% | Add +0.1% | 33,284 | $398K |
| Glen Eagle Advisors, LLC | 0.07% | Add +0.1% | 32,780 | $392K |
| Mayflower Financial Advisors, LLC | 0.06% | New | 32,689 | $391K |
| Bank of Montreal | 0.00% | Add +1.0% | 31,870 | $381K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -90.8% | 30,772 | $368K |
| Venture Visionary Partners LLC | 0.02% | Reduce -13.1% | 29,876 | $358K |
| CoreCap Advisors, LLC | 0.02% | New | 29,652 | $355K |
| Family Capital Management, Inc. | 0.23% | No change | 29,407 | $352K |
| Successful Portfolios LLC | 0.24% | No change | 29,059 | $348K |
| LexAurum Advisors, LLC | 0.08% | No change | 29,000 | $347K |
| Creative Planning | 0.00% | Add +13.7% | 28,681 | $343K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $328K |
| BBR Partners, LLC | 0.03% | No change | 27,386 | $328K |
| First Trust Advisors LP | 0.00% | Add +9.1% | 27,125 | $325K |
| Keybank National Association | 0.00% | New | 26,848 | $321K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.2% | 26,451 | $317K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +19.3% | 26,250 | $314K |
| MML Investors Services, LLC | 0.00% | Reduce -8.2% | 25,526 | $306K |
| Benjamin Edwards Inc. | 0.00% | New | 24,434 | $292K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 23,870 | $286K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 23,400 | $280K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 23,384 | $280K |
| Private Trust Co. NA | 0.03% | No change | 23,173 | $277K |
| Good Life Advisors, LLC | 0.02% | Add +4.8% | 22,802 | $273K |
| Leisure Capital Management | 0.12% | Add +124.2% | 22,516 | $270K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.0% | 22,177 | $265K |
| Virtu Financial LLC | 0.01% | Add +102.6% | 22,096 | $264K |
| Pointe Capital Management LLC | 0.15% | No change | 22,025 | $264K |
| Wealthspire Advisors, LLC | 0.00% | Add +23.9% | 21,891 | $262K |
| Bokf, NA | 0.00% | Reduce -25.9% | 21,500 | $259K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -8.3% | 21,485 | $257K |
| Sigma Planning Corp | 0.01% | Reduce -3.5% | 21,321 | $255K |
| IHT Wealth Management, LLC | 0.01% | Add +12.5% | 21,270 | $255K |
| PFG Advisors | 0.02% | No change | 21,000 | $251K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 20,850 | $251K |
| Fortitude Advisory Group L.L.C. | 0.15% | Add +2.2% | 20,194 | $242K |
| XTX Topco Ltd | 0.02% | Add +18.8% | 20,141 | $241K |
| Ieq Capital, LLC | 0.00% | No change | 20,000 | $239K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | Add +0.1% | 19,105 | $229K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 18,982 | $227K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -10.6% | 18,694 | $224K |
| Shufro Rose & Co. LLC | 0.02% | No change | 19,500 | $223K |
| Advisory Services Network, LLC | 0.00% | No change | 19,497 | $223K |
| Balefire, LLC | 0.07% | Add +1.2% | 18,460 | $221K |
| MBA Advisors LLC | 0.11% | No change | 18,400 | $220K |
| Mgo One Seven LLC | 0.01% | Reduce -9.8% | 18,366 | $220K |
| Citadel Advisors | 0.00% | New | 17,736 | $212K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $212K |
| Hollencrest Capital Management | 0.01% | No change | 17,360 | $208K |
| Moors & Cabot, Inc. | 0.01% | Add +8.6% | 17,078 | $204K |
| Ferguson Shapiro LLC | 0.07% | New | 16,566 | $198K |
| Belpointe Asset Management LLC | 0.01% | New | 16,500 | $198K |
| Modern Wealth Management, LLC | 0.01% | No change | 16,376 | $196K |
| AE Wealth Management LLC | 0.00% | Reduce -15.7% | 16,304 | $195K |
| CENTRAL TRUST Co | 0.00% | No change | 16,282 | $195K |
| Debussy Capital Management LP | 0.06% | Reduce -7.8% | 15,897 | $190K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,886 | $190K |
| Founders Financial Alliance, LLC | 0.05% | Add +37.8% | 15,839 | $190K |
| Royal Fund Management, LLC | 0.01% | New | 15,668 | $188K |
| Simon Quick Advisors, LLC | 0.01% | Add +6.2% | 15,634 | $187K |
| Armor Investment Advisors, LLC | 0.08% | No change | 15,565 | $186K |
| Focus Partners Wealth | 0.00% | Add +0.2% | 15,464 | $185K |
| Ancora Advisors LLC | 0.00% | No change | 15,445 | $185K |
| Seelaus Asset Management LLC | 0.17% | No change | 15,250 | $183K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 15,167 | $182K |
| Harmony Asset Management LLC | 0.07% | New | 14,913 | $179K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.3% | 14,900 | $178K |
| Apeiron RIA LLC | 0.05% | No change | 14,808 | $177K |
| Hilltop Holdings Inc. | 0.01% | New | 14,808 | $177K |
| D.A. Davidson & Co. | 0.00% | Add +4.5% | 14,676 | $176K |
| Kuhn & Co Investment Counsel | 0.15% | No change | 14,662 | $176K |
| Sovereign Financial Group, Inc. | 0.04% | Add +6.0% | 14,536 | $174K |
| Seed Wealth Management, Inc. | 0.14% | No change | 14,500 | $174K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +29.2% | 14,496 | $174K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -15.9% | 14,196 | $171K |
| Cerity Partners LLC | 0.00% | Reduce -26.4% | 14,241 | $170K |
| Snowden Capital Advisors LLC | 0.01% | No change | 13,993 | $169K |
| Occidental Asset Management, LLC | 0.03% | Reduce -11.1% | 14,034 | $168K |
| Wealthspan Partners, LLC | 0.08% | No change | 13,482 | $161K |
| First Foundation Advisors | 0.01% | New | 13,361 | $160K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 13,219 | $158K |
| Two Sigma Securities, LLC | 0.01% | New | 13,197 | $158K |
| L.M. Kohn & Company | 0.04% | New | 13,170 | $158K |
| Sunbelt Securities, Inc. | 0.02% | Add +1.6% | 13,135 | $157K |
| Sfmg, LLC | 0.01% | No change | 13,049 | $156K |
| Harbour Investments, Inc. | 0.00% | Add +29.9% | 13,018 | $156K |
| &partners | 0.00% | New | 12,721 | $152K |
| Camelot Portfolios, LLC | 0.15% | Reduce -43.2% | 12,576 | $151K |
| Private Wealth Partners, LLC | 0.01% | No change | 12,500 | $150K |
| Cwm, LLC | 0.00% | Reduce -15.6% | 12,487 | $149K |
| Tradewinds, LLC. | 0.05% | Add +0.3% | 12,260 | $147K |
| Total Clarity Wealth Management, Inc. | 0.05% | No change | 12,221 | $146K |
| Brookstone Capital Management | 0.00% | New | 12,219 | $146K |
| North Star Investment Management Corp. | 0.01% | No change | 12,164 | $146K |
| Wealth Management Associates, Inc. | 0.06% | Add +10.7% | 11,950 | $143K |
| SMH Capital Advisors Inc. | 0.88% | No change | 11,919 | $143K |
| Wedbush Securities Inc. | 0.01% | Add +1.0% | 11,714 | $140K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 11,663 | $140K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 11,201 | $134K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 11,192 | $134K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 11,141 | $133K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -1.5% | 11,091 | $133K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 11,040 | $132K |
| Apollon Wealth Management, LLC | 0.00% | No change | 11,001 | $132K |
| Clean Yield Group | 0.04% | No change | 10,971 | $131K |
| Centaurus Financial, Inc. | 0.01% | No change | 10,981 | $131K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -48.6% | 10,932 | $131K |
| Cutler Investment Counsel LLC | 0.02% | No change | 10,745 | $129K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,683 | $129K |
| Busey Bank | 0.00% | No change | 10,444 | $125K |
| Tiaa Trust, National Association | 0.00% | Reduce -18.1% | 10,413 | $125K |
| Csenge Advisory Group | 0.01% | Reduce -21.4% | 10,354 | $123K |
| WealthBridge Capital Management, LLC | 0.04% | No change | 10,283 | $123K |
| Brown Advisory Inc. | 0.00% | New | 10,254 | $123K |
| Future Financial Wealth Managment LLC | 0.09% | No change | 10,000 | $120K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 10,000 | $120K |
| Icon Wealth Advisors, LLC | 0.01% | New | 9,029 | $108K |
| Citizens National Bank Trust Department | 0.02% | Reduce -47.9% | 8,700 | $104K |
| Briaud Financial Planning Inc | 0.05% | New | 8,073 | $96K |
| Jones Financial Companies LLLP | 0.00% | No change | 7,432 | $89K |
| Allworth Financial LP | 0.00% | No change | 7,391 | $88K |
| Webster Bank, N. A. | 0.01% | No change | 6,893 | $83K |
| Geneos Wealth Management Inc. | 0.00% | Add +511.4% | 6,511 | $78K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +1.4% | 5,902 | $71K |
| Motco | 0.01% | New | 5,657 | $68K |
| Founders Capital Management | 0.04% | No change | 5,500 | $66K |
| Caldwell Trust Co | 0.01% | Reduce -73.1% | 4,878 | $58K |
| International Assets Investment Management, LLC | 0.00% | Add +10.3% | 4,604 | $55K |
| SJS Investment Consulting Inc. | 0.01% | No change | 4,536 | $54K |
| FNY Investment Advisers, LLC | 0.03% | New | 4,400 | $52K |
| Cornerstone Planning Group LLC | 0.01% | No change | 3,729 | $43K |
| First Community Trust NA | 0.03% | No change | 3,299 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $38K |
| FSA Wealth Management LLC | 0.01% | — | 3,000 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 3,000 | $36K |
| JPMorgan Chase & Co. | 0.00% | New | 2,586 | $31K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 2,566 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,507 | $30K |
| Main Management LLC | 0.00% | No change | 2,541 | $30K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,500 | $30K |
| Eastern Bank | 0.00% | New | 2,378 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 2,120 | $26K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,100 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.9% | 2,079 | $25K |
| Coastline Trust Co | 0.00% | New | 2,051 | $25K |
| Fortitude Family Office, LLC | 0.01% | New | 2,030 | $24K |
| UMB Bank, n.a. | 0.00% | No change | 1,985 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,910 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 1,742 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,630 | $20K |
| Sandy Spring Bank | 0.00% | No change | 1,550 | $19K |
| Ascentis Wealth Management, LLC | 0.01% | — | 1,515 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,439 | $17K |
| Capital Analysts, LLC | 0.00% | Add +1.9% | 1,425 | $17K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 1,347 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +399.2% | 1,198 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1,131 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 1,014 | $12K |
| Hilltop National Bank | 0.00% | No change | 948 | $11K |
| IFP Advisors, Inc | 0.00% | New | 756 | $9K |
| M&R Capital Management Inc. | 0.00% | No change | 677 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 645 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 583 | $7K |
| Creekmur Asset Management LLC | 0.00% | Add +0.7% | 546 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +100.0% | 522 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 519 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 551 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 500 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 334 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 250 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 238 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 105 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.3% | 2 | $24 |
"% 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.