Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q4 2024 (December 31)323holders +15
35new positions
37sold out
$11.30avg. 13F price*
At the end of Q4 2024, 323 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings, up 15 from Q3 2024. 35 opened new positions and 37 sold out. The largest holders were Karpus Management, Inc. ($121.2M), Morgan Stanley ($106.6M) and Rivernorth Capital Management, LLC ($62.0M).
- Company
- Nuveen Amt-FR QLTY Muni Inc.
- CUSIP
- 670657105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.1M |
| Exits | 37 | $10.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,698,598 shares bought and 12,115,798 shares sold, net −6,417,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Karpus Management, Inc. | 3.59% | Reduce -27.5% | 10,748,433 | $121.2M |
| Morgan Stanley | 0.01% | Reduce -4.1% | 9,454,713 | $106.6M |
| Rivernorth Capital Management, LLC | 2.99% | Reduce -19.5% | 5,495,631 | $62.0M |
| Bramshill Investments, LLC | 7.72% | Add +27.5% | 4,356,813 | $49.1M |
| MacKay Shields LLC | 9.14% | Add +0.9% | 4,041,001 | $45.6M |
| Wells Fargo & Company | 0.01% | Add +81.9% | 2,997,374 | $33.8M |
| Sit Investment Associates Inc. | 0.64% | Reduce -35.1% | 2,500,710 | $28.2M |
| Raymond James Financial Inc. | 0.01% | — | 2,062,421 | $23.3M |
| BlackRock, Inc. | 0.00% | Add +11.4% | 1,950,000 | $22.0M |
| UBS Group AG | 0.00% | Reduce -2.0% | 1,714,432 | $19.3M |
| Hennion & Walsh Asset Management, Inc. | 0.84% | Add +1.1% | 1,643,217 | $18.5M |
| HighTower Advisors, LLC | 0.02% | Add +2.5% | 1,561,283 | $17.6M |
| Bank of America Corp. | 0.00% | Add +8.0% | 1,551,775 | $17.5M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.5% | 1,549,352 | $17.5M |
| Pathstone Holdings, LLC | 0.07% | Reduce -31.1% | 1,396,694 | $15.8M |
| McGowan Group Asset Management, Inc. | 1.72% | Add +20.1% | 1,119,056 | $12.6M |
| Guggenheim Capital LLC | 0.10% | Reduce -1.9% | 1,108,346 | $12.5M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 1,086,534 | $12.3M |
| Congress Park Capital LLC | 4.39% | Reduce -0.7% | 1,071,500 | $12.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | No change | 1,064,293 | $12.0M |
| Stifel Financial Corp. | 0.01% | Add +14.8% | 961,174 | $10.8M |
| LPL Financial LLC | 0.00% | Add +12.0% | 866,385 | $9.8M |
| Robinson Capital Management, LLC | 3.93% | Reduce -25.9% | 863,379 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -27.7% | 675,396 | $7.6M |
| Gill Capital Partners, LLC | 2.66% | Add +8.2% | 658,587 | $7.4M |
| Byrne Financial Freedom, LLC | 3.23% | — | 644,434 | $7.3M |
| Advisors Asset Management, Inc. | 0.12% | Add +2.0% | 569,663 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +2.2% | 507,888 | $5.7M |
| Fiera Capital Corp | 0.02% | Add +1.8% | 482,603 | $5.4M |
| Barry Investment Advisors, LLC | 1.65% | Reduce -1.1% | 455,957 | $5.1M |
| Cohen & Steers, Inc. | 0.01% | Add +1.2% | 416,711 | $4.7M |
| Eagle Bluffs Wealth Management LLC | 2.40% | Add +5.0% | 396,772 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.0% | 396,011 | $4.5M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -1.1% | 390,926 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 388,457 | $4.4M |
| Mesirow Financial Investment Management, Inc. | 0.09% | No change | 386,400 | $4.4M |
| PenderFund Capital Management Ltd. | 1.92% | Reduce -48.5% | 265,000 | $4.3M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -9.5% | 343,633 | $3.9M |
| Cresta Advisors, Ltd. | 2.03% | No change | 323,786 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +15.0% | 310,880 | $3.5M |
| Cura Wealth Advisors, LLC | 1.50% | — | 300,608 | $3.4M |
| Dakota Wealth Management | 0.08% | Reduce -32.2% | 300,060 | $3.4M |
| Merit Financial Group, LLC | 0.06% | Add +120.4% | 283,751 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 267,782 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -50.8% | 256,741 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -30.3% | 251,121 | $2.8M |
| Evoke Wealth, LLC | 0.08% | Add +17.6% | 247,089 | $2.8M |
| City of London Investment Management Co. Ltd. | 0.28% | Reduce -15.4% | 246,467 | $2.8M |
| Rareview Capital LLC | 2.01% | Add +4.3% | 231,765 | $2.8M |
| Kim, LLC | 0.48% | No change | 243,700 | $2.7M |
| Broyhill Asset Management, LLC | 2.32% | — | 233,582 | $2.6M |
| StoneX Group Inc. | 0.14% | New | 232,553 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.5% | 227,859 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +26.9% | 220,033 | $2.5M |
| Lido Advisors, LLC | 0.02% | Add +0.0% | 217,980 | $2.5M |
| Melone Private Wealth, LLC | 1.27% | Add +1.7% | 217,498 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.9% | 215,089 | $2.4M |
| Indiana Trust & Investment Management Co | 0.82% | No change | 213,000 | $2.4M |
| Palogic Value Management, L.P. | 0.96% | Add +35.5% | 208,943 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -33.5% | 204,407 | $2.3M |
| Leo Wealth, LLC | 0.20% | Add +2.1% | 198,072 | $2.2M |
| Invesco Ltd. | 0.00% | Add +12.3% | 185,275 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 179,969 | $2.0M |
| Bayshore Asset Management, LLC | 0.92% | No change | 177,865 | $2.0M |
| Rothschild Investment LLC | 0.13% | Add +0.8% | 177,512 | $2.0M |
| Waverly Advisors, LLC | 0.03% | Add +10.2% | 170,342 | $1.9M |
| Gridiron Partners, LLC | 1.21% | No change | 169,878 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.1% | 168,827 | $1.9M |
| Tyche Wealth Partners LLC | 0.39% | Add +0.4% | 163,214 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.9% | 163,162 | $1.8M |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 162,015 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +23.3% | 161,577 | $1.8M |
| Wakefield Asset Management LLLP | 0.61% | Add +0.6% | 160,110 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.1% | 157,611 | $1.8M |
| Ibex Wealth Advisors | 0.19% | New | 146,539 | $1.7M |
| Essential Planning, LLC. | 0.01% | New | 139,880 | $1.6M |
| Marex Group Ltd | 0.03% | Add +166.8% | 141,394 | $1.6M |
| Modern Wealth Management, LLC | 0.06% | Add +758.2% | 140,534 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +8.5% | 140,385 | $1.6M |
| Westchester Capital Management, LLC | 0.09% | Reduce -34.5% | 135,601 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +9.1% | 134,032 | $1.5M |
| IFC Advisors LLC | 0.33% | — | 132,597 | $1.5M |
| Petra Financial Advisors Inc. | 0.99% | No change | 128,539 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -64.5% | 127,062 | $1.4M |
| Mariner, LLC | 0.00% | Add +25.1% | 126,026 | $1.4M |
| Kercheville Advisors, LLC | 0.54% | Add +5.5% | 124,059 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.1% | 122,448 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.9% | 113,635 | $1.3M |
| Capital & Planning, LLC | 0.92% | — | 112,010 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.6% | 110,964 | $1.3M |
| Creative Planning | 0.00% | Add +286.5% | 110,852 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -7.4% | 109,591 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +76.1% | 109,250 | $1.2M |
| Childress Capital Advisors, LLC | 0.34% | No change | 108,500 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Add +3.9% | 103,015 | $1.2M |
| Breakwater Capital Group | 0.23% | Add +17.7% | 101,518 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.12% | New | 97,184 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.4% | 95,558 | $1.1M |
| NWF Advisory Services Inc. | 0.15% | New | 92,822 | $1.0M |
| Tectonic Advisors LLC | 0.07% | Add +2.5% | 92,787 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +0.1% | 91,274 | $1.0M |
| Tortoise Investment Management, LLC | 0.11% | Reduce -42.8% | 91,065 | $1.0M |
| Naples Global Advisors, LLC | 0.09% | Reduce -2.0% | 87,971 | $992K |
| Captrust Financial Advisors | 0.00% | Reduce -11.3% | 84,802 | $957K |
| DAVENPORT & Co LLC | 0.01% | No change | 83,042 | $937K |
| Accredited Investor Services, LLC | 0.70% | — | 77,963 | $879K |
| Choreo, LLC | 0.01% | Reduce -8.5% | 76,120 | $851K |
| North Ground Capital | 0.91% | — | 75,000 | $846K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.9% | 71,469 | $806K |
| GC Wealth Management RIA, LLC | 0.14% | Add +14.3% | 71,230 | $803K |
| GeoWealth Management, LLC | 0.03% | Add +14.3% | 71,230 | $803K |
| Whipplewood Advisors, LLC | 0.45% | — | 70,243 | $792K |
| Arkos Global Advisors | 0.11% | Reduce -10.6% | 67,851 | $765K |
| Susquehanna International Group, LLP | 0.00% | New | 67,815 | $765K |
| Bard Financial Services, Inc. | 0.09% | No change | 65,000 | $733K |
| FLC Capital Advisors | 0.17% | Add +82.1% | 64,796 | $731K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -35.5% | 56,377 | $636K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +2.4% | 55,627 | $627K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -75.4% | 55,483 | $626K |
| Altus Wealth Group LLC | 0.27% | Reduce -3.5% | 53,688 | $606K |
| Silverlake Wealth Management LLC | 0.23% | Add +32.4% | 53,644 | $605K |
| Independent Advisor Alliance | 0.01% | New | 53,393 | $602K |
| Rothschild Wealth LLC | 0.17% | No change | 52,096 | $588K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -22.9% | 51,381 | $582K |
| Myecfo, LLC | 0.31% | Reduce -5.5% | 51,400 | $580K |
| Spire Wealth Management | 0.02% | Add +10.8% | 46,524 | $525K |
| Private Advisor Group, LLC | 0.00% | Reduce -47.6% | 45,217 | $510K |
| US Bancorp \de | 0.00% | Add +4.3% | 44,536 | $502K |
| bLong Financial, LLC | 0.41% | — | 44,344 | $500K |
| Peddock Capital Advisors, LLC | 0.12% | Add +10.7% | 43,634 | $492K |
| Riverbridge Partners LLC | 0.01% | Reduce -67.2% | 42,072 | $475K |
| Northern Trust Corp. | 0.00% | Add +14.7% | 41,747 | $471K |
| Benjamin Edwards Inc. | 0.01% | Add +69.5% | 41,425 | $467K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.1% | 40,602 | $458K |
| Sowell Financial Services LLC | 0.02% | New | 40,099 | $452K |
| Rock Point Advisors, LLC | 0.13% | Reduce -0.5% | 39,930 | $450K |
| Wealthspire Advisors, LLC | 0.00% | Add +69.2% | 37,035 | $418K |
| Noble Wealth Management PBC | 0.27% | — | 34,600 | $390K |
| Realta Investment Advisors | 0.16% | No change | 33,779 | $387K |
| Comerica Bank | 0.00% | Reduce -12.4% | 33,747 | $381K |
| Glen Eagle Advisors, LLC | 0.06% | Add +1.5% | 33,270 | $375K |
| Bank of Montreal | 0.00% | Add +3.4% | 32,955 | $372K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 32,689 | $369K |
| Harmony Asset Management LLC | 0.14% | Add +109.3% | 31,213 | $352K |
| Park Avenue Securities LLC | 0.00% | Reduce -86.2% | 30,744 | $347K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +14.0% | 29,934 | $338K |
| Venture Visionary Partners LLC | 0.01% | No change | 29,876 | $337K |
| Family Capital Management, Inc. | 0.20% | No change | 29,407 | $332K |
| Successful Portfolios LLC | 0.22% | No change | 29,059 | $328K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +38.3% | 28,833 | $325K |
| Concorde Asset Management, LLC | 0.16% | New | 27,906 | $315K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.0% | 27,887 | $315K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $309K |
| Advisory Services Network, LLC | 0.01% | Add +38.6% | 27,031 | $305K |
| Independent Financial Group, LLC | 0.01% | Add +1.9% | 26,959 | $304K |
| Keybank National Association | 0.00% | No change | 26,848 | $303K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -25.9% | 26,514 | $299K |
| Element Wealth, LLC | 0.15% | Reduce -27.0% | 25,369 | $286K |
| &partners | 0.00% | Add +94.1% | 24,693 | $283K |
| Journey Strategic Wealth LLC | 0.01% | New | 24,823 | $280K |
| Cerity Partners LLC | 0.00% | Add +74.0% | 24,779 | $280K |
| Mystic Asset Management, Inc. | 0.07% | New | 24,666 | $278K |
| First Trust Advisors LP | 0.00% | Reduce -9.2% | 24,644 | $278K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -22.0% | 24,006 | $271K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 23,870 | $269K |
| Aberdeen Wealth Management LLC | 0.18% | New | 23,554 | $266K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -0.6% | 23,236 | $262K |
| Focus Partners Wealth | 0.00% | Add +48.3% | 22,934 | $259K |
| Leisure Capital Management | 0.10% | No change | 22,516 | $254K |
| Good Life Advisors, LLC | 0.02% | Reduce -1.8% | 22,399 | $253K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.4% | 22,270 | $251K |
| Founders Financial Alliance, LLC | 0.07% | Add +39.9% | 22,156 | $250K |
| MML Investors Services, LLC | 0.00% | Reduce -13.5% | 22,076 | $249K |
| Toth Financial Advisory Corp. | 0.03% | Add +1.7% | 21,855 | $247K |
| Stephens Inc. | 0.00% | Reduce -38.8% | 21,855 | $247K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -38.5% | 21,770 | $246K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -8.6% | 21,400 | $244K |
| Bokf, NA | 0.00% | No change | 21,500 | $242K |
| Sigma Planning Corp | 0.01% | Add +0.6% | 21,441 | $242K |
| Harbour Investments, Inc. | 0.01% | Add +61.5% | 21,027 | $237K |
| Pointe Capital Management LLC | 0.14% | Reduce -4.6% | 21,015 | $237K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 20,194 | $228K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.7% | 19,626 | $221K |
| Shufro Rose & Co. LLC | 0.02% | No change | 19,500 | $220K |
| Private Trust Co. NA | 0.02% | Reduce -17.1% | 19,207 | $217K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | Add +0.1% | 19,121 | $216K |
| Verus Capital Partners, LLC | 0.02% | New | 19,000 | $214K |
| Nomura Holdings Inc. | 0.00% | New | 19,000 | $214K |
| Melfa Wealth Management, Inc. | 0.14% | No change | 18,982 | $214K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 18,694 | $211K |
| Mezzasalma Advisors, LLC | 0.07% | New | 18,478 | $208K |
| MBA Advisors LLC | 0.11% | No change | 18,400 | $208K |
| Novus Advisors, LLC | 0.20% | — | 18,163 | $205K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $200K |
| Mgo One Seven LLC | 0.01% | Reduce -4.3% | 17,571 | $198K |
| PFG Advisors | 0.01% | Reduce -17.6% | 17,300 | $195K |
| Ferguson Shapiro LLC | 0.07% | Add +2.5% | 16,983 | $192K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.0% | 16,729 | $189K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -49.8% | 16,723 | $189K |
| Simon Quick Advisors, LLC | 0.01% | Add +6.0% | 16,566 | $187K |
| Milestone Asset Management, LLC | 0.04% | Reduce -96.0% | 16,521 | $186K |
| AE Wealth Management LLC | 0.00% | No change | 16,304 | $184K |
| CENTRAL TRUST Co | 0.00% | No change | 16,282 | $184K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,886 | $179K |
| D.A. Davidson & Co. | 0.00% | Add +8.0% | 15,847 | $179K |
| Apollon Wealth Management, LLC | 0.00% | Add +43.7% | 15,804 | $178K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 15,777 | $178K |
| Ancora Advisors LLC | 0.00% | No change | 15,445 | $174K |
| Legacy Advisors, LLC | 0.02% | New | 15,364 | $173K |
| Seelaus Asset Management LLC | 0.16% | No change | 15,250 | $172K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.4% | 15,102 | $171K |
| Sovereign Financial Group, Inc. | 0.04% | Add +3.6% | 15,064 | $170K |
| Apeiron RIA LLC | 0.05% | No change | 14,808 | $167K |
| Hilltop Holdings Inc. | 0.01% | No change | 14,808 | $167K |
| First Foundation Advisors | 0.01% | Add +10.4% | 14,756 | $166K |
| Debussy Capital Management LP | 0.03% | Reduce -7.5% | 14,697 | $166K |
| Kuhn & Co Investment Counsel | 0.14% | No change | 14,662 | $165K |
| EP Wealth Advisors, LLC | 0.00% | New | 14,655 | $165K |
| LifeGoal Investments, LLC | 0.18% | — | 14,522 | $164K |
| Seed Wealth Management, Inc. | 0.13% | No change | 14,500 | $164K |
| Occidental Asset Management, LLC | 0.02% | Reduce -0.3% | 13,994 | $158K |
| Uniting Wealth Partners, LLC | 0.07% | — | 13,629 | $154K |
| Permanent Capital Management, LP | 0.05% | — | 13,591 | $153K |
| Wealthspan Partners, LLC | 0.07% | No change | 13,482 | $152K |
| Cresset Asset Management, LLC | 0.00% | Reduce -61.7% | 13,458 | $152K |
| Belpointe Asset Management LLC | 0.01% | Reduce -21.2% | 13,000 | $151K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.6% | 13,343 | $149K |
| Hollencrest Capital Management | 0.01% | Reduce -24.3% | 13,135 | $148K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -13.9% | 13,056 | $147K |
| Sfmg, LLC | 0.01% | No change | 13,049 | $147K |
| PKS Advisory Services, LLC | 0.04% | — | 13,022 | $147K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.4% | 12,906 | $146K |
| Insight Wealth Strategies, LLC | 0.02% | New | 12,774 | $144K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +15.8% | 12,654 | $143K |
| Tradewinds, LLC. | 0.04% | Add +0.0% | 12,262 | $142K |
| Camelot Portfolios, LLC | 0.15% | Reduce -1.6% | 12,381 | $140K |
| North Star Investment Management Corp. | 0.01% | No change | 12,164 | $137K |
| Balefire, LLC | 0.05% | Reduce -35.0% | 11,993 | $136K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -14.0% | 12,038 | $136K |
| Wealth Management Associates, Inc. | 0.06% | No change | 11,950 | $135K |
| SMH Capital Advisors Inc. | 0.32% | No change | 11,919 | $134K |
| Apexium Financial, LP | 0.01% | New | 11,805 | $133K |
| Manske Wealth Management | 0.05% | — | 11,643 | $131K |
| Kovack Advisors, Inc. | 0.01% | New | 11,637 | $131K |
| Wedbush Securities Inc. | 0.00% | Reduce -0.6% | 11,643 | $131K |
| Uptown Financial Advisors LLC | 0.14% | — | 11,499 | $130K |
| Total Clarity Wealth Management, Inc. | 0.04% | Reduce -7.4% | 11,318 | $128K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 11,141 | $126K |
| Centaurus Financial, Inc. | 0.01% | No change | 10,981 | $124K |
| Clean Yield Group | 0.04% | No change | 10,971 | $124K |
| World Investment Advisors | 0.00% | New | 10,950 | $124K |
| Tiaa Trust, National Association | 0.00% | Add +4.9% | 10,924 | $123K |
| Summit Financial, LLC | 0.00% | New | 10,838 | $122K |
| Brookstone Capital Management | 0.00% | Reduce -11.3% | 10,835 | $122K |
| Maridea Wealth Management LLC | 0.04% | — | 10,585 | $119K |
| Acorn Wealth Advisors, LLC | 0.05% | Reduce -9.5% | 10,040 | $113K |
| Compass Financial Group, INC | 0.02% | New | 10,001 | $113K |
| Future Financial Wealth Managment LLC | 0.08% | No change | 10,000 | $113K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 10,000 | $113K |
| Icon Wealth Advisors, LLC | 0.01% | Add +0.9% | 9,109 | $103K |
| Citizens National Bank Trust Department | 0.02% | No change | 8,700 | $98K |
| Briaud Financial Planning Inc | 0.04% | No change | 8,073 | $91K |
| Jones Financial Companies LLLP | 0.00% | No change | 7,432 | $84K |
| Allworth Financial LP | 0.00% | No change | 7,391 | $83K |
| Webster Bank, N. A. | 0.01% | No change | 6,893 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.7% | 6,465 | $73K |
| Motco | 0.01% | No change | 5,657 | $64K |
| MAI Capital Management | 0.00% | New | 5,638 | $64K |
| WPG Advisers, LLC | 0.06% | — | 5,562 | $63K |
| WASHINGTON TRUST Co | 0.00% | Add +120.9% | 5,523 | $62K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -50.9% | 5,501 | $62K |
| Founders Capital Management | 0.04% | No change | 5,500 | $62K |
| Caldwell Trust Co | 0.01% | No change | 4,878 | $55K |
| Park Square Financial Group, LLC | 0.04% | — | 4,628 | $52K |
| SJS Investment Consulting Inc. | 0.01% | Add +0.6% | 4,565 | $51K |
| Cwm, LLC | 0.00% | Reduce -63.7% | 4,528 | $51K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | New | 4,144 | $47K |
| Cornerstone Planning Group LLC | 0.01% | No change | 3,729 | $42K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +16.7% | 3,500 | $39K |
| First Community Trust NA | 0.03% | No change | 3,299 | $37K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $36K |
| FSA Wealth Management LLC | 0.01% | No change | 3,000 | $34K |
| Fifth Third Bancorp | 0.00% | New | 2,950 | $33K |
| Main Management LLC | 0.00% | No change | 2,541 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,507 | $28K |
| Eastern Bank | 0.00% | No change | 2,378 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.5% | 2,131 | $24K |
| Montag A & Associates Inc. | 0.00% | No change | 2,120 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,100 | $24K |
| Fortitude Family Office, LLC | 0.01% | No change | 2,030 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,910 | $22K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,630 | $18K |
| Sandy Spring Bank | 0.00% | No change | 1,550 | $17K |
| Coastline Trust Co | 0.00% | Reduce -24.5% | 1,549 | $17K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 1,533 | $17K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,515 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,439 | $16K |
| Capital Analysts, LLC | 0.00% | Add +2.5% | 1,461 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 1,347 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 1,198 | $14K |
| Menard Financial Group LLC | 0.01% | New | 1,187 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,185 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1,131 | $13K |
| Crews Bank & Trust | 0.00% | — | 1,015 | $11K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,014 | $11K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,000 | $11K |
| Hilltop National Bank | 0.00% | No change | 948 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 756 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 645 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 583 | $7K |
| Creekmur Asset Management LLC | 0.00% | Add +2.6% | 560 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 500 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 519 | $6K |
| Barrett & Company, Inc. | 0.00% | New | 338 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.0% | 261 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 238 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 134 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 108 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.2% | 72 | $812 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -52.4% | 50 | $564 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +800.0% | 18 | $203 |
| FMR LLC | 0.00% | New | 2 | $23 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $21 |
"% 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.