Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q1 2025 (March 31)317holders −6
32new positions
34sold out
1famous investor
$11.20avg. 13F price*
At the end of Q1 2025, 317 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings, down 6 from Q4 2024. 32 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($113.1M), Karpus Management, Inc. ($68.7M) and Bramshill Investments, LLC ($46.2M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $8.2M |
| Exits | 34 | $21.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,838,929 shares bought and 13,343,574 shares sold, net −9,504,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 317 holders
| Morgan Stanley | 0.01% | Add +6.8% | 10,098,961 | $113.1M |
| Karpus Management, Inc. | 2.23% | Reduce -43.0% | 6,131,607 | $68.7M |
| Bramshill Investments, LLC | 4.71% | Reduce -5.4% | 4,123,343 | $46.2M |
| MacKay Shields LLC | 8.73% | Reduce -0.9% | 4,002,639 | $44.8M |
| Rivernorth Capital Management, LLC | 2.33% | Reduce -28.9% | 3,908,812 | $43.8M |
| Wells Fargo & Company | 0.01% | Add +20.2% | 3,602,157 | $40.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.2% | 2,017,463 | $22.6M |
| BlackRock, Inc. | 0.00% | No change | 1,950,000 | $21.8M |
| UBS Group AG | 0.00% | Add +5.3% | 1,806,186 | $20.2M |
| Bank of America Corp. | 0.00% | Add +16.1% | 1,802,355 | $20.2M |
| Sit Investment Associates Inc. | 0.47% | Reduce -28.6% | 1,786,278 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.1% | 1,434,868 | $16.1M |
| Van Eck Associates Corp. | 0.02% | Reduce -20.1% | 1,238,486 | $13.9M |
| Hennion & Walsh Asset Management, Inc. | 0.62% | Reduce -24.7% | 1,237,820 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 1,193,161 | $13.4M |
| McGowan Group Asset Management, Inc. | 1.75% | Add +4.0% | 1,163,957 | $13.0M |
| Congress Park Capital LLC | 4.92% | Add +8.3% | 1,160,000 | $13.0M |
| Guggenheim Capital LLC | 0.12% | Add +2.6% | 1,136,984 | $12.7M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 1,028,662 | $11.5M |
| LPL Financial LLC | 0.00% | Add +17.4% | 1,016,980 | $11.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -9.5% | 962,852 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 708,859 | $7.9M |
| Byrne Financial Freedom, LLC | 4.37% | Add +6.5% | 686,074 | $7.7M |
| Gill Capital Partners, LLC | 2.39% | Reduce -6.4% | 616,565 | $6.9M |
| Advisors Asset Management, Inc. | 0.12% | Add +0.1% | 570,368 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.30% | Reduce -2.7% | 494,009 | $5.5M |
| Fiera Capital Corp | 0.02% | Reduce -5.8% | 454,767 | $5.1M |
| Barry Investment Advisors, LLC | 1.33% | Reduce -2.3% | 445,418 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.4% | 425,439 | $4.8M |
| Cohen & Steers, Inc. | 0.01% | Add +1.2% | 421,711 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 406,106 | $4.5M |
| Merit Financial Group, LLC | 0.07% | Add +40.3% | 398,032 | $4.5M |
| Eagle Bluffs Wealth Management LLC | 2.34% | Reduce -0.9% | 393,106 | $4.4M |
| Capital Investment Advisors, LLC | 0.09% | Add +0.5% | 392,901 | $4.4M |
| Citadel Advisors | 0.00% | New | 355,344 | $4.0M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce 0.0% | 343,632 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +46.4% | 333,562 | $3.7M |
| Cura Wealth Advisors, LLC | 1.39% | Add +2.1% | 307,000 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -1.4% | 306,685 | $3.4M |
| Robinson Capital Management, LLC | 1.34% | Reduce -66.0% | 293,968 | $3.3M |
| Palogic Value Management, L.P. | 1.43% | Add +35.6% | 283,256 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 264,299 | $3.0M |
| Cresta Advisors, Ltd. | 1.49% | Reduce -20.7% | 256,647 | $2.9M |
| Evoke Wealth, LLC | 0.07% | No change | 247,089 | $2.8M |
| Kim, LLC | 0.76% | No change | 243,700 | $2.7M |
| StoneX Group Inc. | 0.14% | Add +1.4% | 235,695 | $2.6M |
| Broyhill Asset Management, LLC | 2.13% | Add +0.2% | 234,025 | $2.6M |
| Melone Private Wealth, LLC | 1.34% | Add +5.5% | 229,371 | $2.6M |
| Rareview Capital LLC | 1.60% | Reduce -2.4% | 226,187 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 221,242 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +0.0% | 218,014 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -19.0% | 207,895 | $2.3M |
| Dakota Wealth Management | 0.05% | Reduce -31.4% | 205,841 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -19.1% | 203,062 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.4% | 201,488 | $2.3M |
| Waverly Advisors, LLC | 0.03% | Add +15.3% | 196,486 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 193,851 | $2.2M |
| Invesco Ltd. | 0.00% | Add +1.6% | 188,190 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.6% | 173,245 | $1.9M |
| Gridiron Partners, LLC | 1.22% | No change | 169,878 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 169,275 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +4.8% | 165,150 | $1.8M |
| Tyche Wealth Partners LLC | 0.40% | Add +1.0% | 164,880 | $1.8M |
| Wakefield Asset Management LLLP | 0.55% | Add +0.8% | 161,425 | $1.8M |
| Savant Capital, LLC | 0.02% | Reduce -0.9% | 160,548 | $1.8M |
| Ibex Wealth Advisors | 0.24% | Add +8.9% | 159,548 | $1.8M |
| Leo Wealth, LLC | 0.25% | Reduce -20.9% | 156,705 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Add +42.0% | 155,170 | $1.7M |
| Rothschild Investment LLC | 0.11% | Reduce -14.8% | 151,273 | $1.7M |
| Indiana Trust & Investment Management Co | 0.56% | Reduce -34.7% | 139,000 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -2.1% | 137,370 | $1.5M |
| Breakwater Capital Group | 0.27% | Add +31.4% | 133,450 | $1.5M |
| Modern Wealth Management, LLC | 0.05% | Reduce -6.0% | 132,166 | $1.5M |
| Kercheville Advisors, LLC | 0.60% | Add +5.7% | 131,097 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 130,473 | $1.5M |
| Petra Financial Advisors Inc. | 1.20% | Add +1.4% | 130,320 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 129,709 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +237.2% | 124,888 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.0% | 122,503 | $1.4M |
| Capital & Planning, LLC | 1.00% | Add +7.4% | 120,335 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Reduce -1.5% | 111,977 | $1.3M |
| Childress Capital Advisors, LLC | 0.35% | No change | 108,500 | $1.2M |
| Westchester Capital Management, LLC | 0.07% | Reduce -21.0% | 107,111 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -35.5% | 104,218 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -6.8% | 102,098 | $1.1M |
| Accredited Investor Services, LLC | 0.94% | Add +28.4% | 100,115 | $1.1M |
| Creative Planning | 0.00% | Reduce -14.5% | 94,739 | $1.1M |
| Tectonic Advisors LLC | 0.07% | Add +1.3% | 93,967 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.4% | 92,761 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.3% | 91,464 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +0.0% | 91,293 | $1.0M |
| Avior Wealth Management, LLC | 0.04% | Reduce -12.8% | 89,777 | $1.0M |
| Spire Wealth Management | 0.03% | Add +87.9% | 87,407 | $979K |
| DAVENPORT & Co LLC | 0.01% | No change | 83,042 | $930K |
| City of London Investment Management Co. Ltd. | 0.10% | Reduce -67.0% | 81,446 | $912K |
| Choreo, LLC | 0.01% | Add +1.3% | 77,101 | $869K |
| Mariner, LLC | 0.00% | Reduce -39.0% | 76,844 | $861K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 71,997 | $806K |
| Naples Global Advisors, LLC | 0.08% | Reduce -19.4% | 70,896 | $799K |
| FLC Capital Advisors | 0.18% | Add +8.7% | 70,446 | $789K |
| Uniting Wealth Partners, LLC | 0.39% | Add +415.0% | 70,195 | $786K |
| Whipplewood Advisors, LLC | 0.46% | Reduce -39.6% | 42,400 | $776K |
| Captrust Financial Advisors | 0.00% | Reduce -21.5% | 66,585 | $746K |
| Bard Financial Services, Inc. | 0.09% | No change | 65,000 | $728K |
| Silverlake Wealth Management LLC | 0.28% | Add +20.8% | 64,797 | $726K |
| GC Wealth Management RIA, LLC | 0.13% | Reduce -14.7% | 60,788 | $681K |
| GeoWealth Management, LLC | 0.03% | Reduce -14.7% | 60,788 | $681K |
| Arkos Global Advisors | 0.10% | Reduce -13.4% | 58,724 | $658K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 56,998 | $638K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +1.2% | 56,300 | $631K |
| Altus Wealth Group LLC | 0.28% | Reduce -0.0% | 53,685 | $601K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.3% | 52,670 | $590K |
| Myecfo, LLC | 0.31% | Add +2.1% | 52,500 | $588K |
| Rothschild Wealth LLC | 0.16% | No change | 52,096 | $583K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +297.2% | 51,265 | $574K |
| Private Advisor Group, LLC | 0.00% | Add +6.4% | 48,112 | $539K |
| bLong Financial, LLC | 0.47% | Add +6.9% | 47,417 | $531K |
| Concorde Asset Management, LLC | 0.28% | Add +69.8% | 47,376 | $518K |
| Sowell Financial Services LLC | 0.02% | Add +12.5% | 45,129 | $505K |
| North Ground Capital | 0.51% | Reduce -38.8% | 45,885 | $497K |
| Peddock Capital Advisors, LLC | 0.12% | No change | 43,634 | $489K |
| CoreCap Advisors, LLC | 0.02% | Add +49.9% | 41,804 | $468K |
| Benjamin Edwards Inc. | 0.01% | No change | 41,425 | $464K |
| Rock Point Advisors, LLC | 0.14% | No change | 39,930 | $447K |
| Cerity Partners LLC | 0.00% | Add +48.7% | 36,837 | $413K |
| Northern Trust Corp. | 0.00% | Reduce -12.0% | 36,723 | $411K |
| Harmony Asset Management LLC | 0.17% | Add +14.4% | 35,713 | $400K |
| Comerica Bank | 0.00% | Add +4.8% | 35,365 | $396K |
| HRT Financial LP | 0.00% | New | 34,928 | $391K |
| Realta Investment Advisors | 0.17% | No change | 33,779 | $378K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +11.5% | 33,384 | $374K |
| AlphaCore Capital LLC | 0.03% | New | 33,122 | $373K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.1% | 33,300 | $373K |
| Bank of Montreal | 0.00% | No change | 32,955 | $369K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 32,689 | $366K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -36.8% | 32,453 | $363K |
| Kingsview Wealth Management, LLC | 0.01% | New | 32,236 | $361K |
| Mystic Asset Management, Inc. | 0.09% | Add +28.4% | 31,666 | $355K |
| Harbour Investments, Inc. | 0.01% | Add +50.1% | 31,566 | $354K |
| Marex Group Ltd | 0.01% | Reduce -78.2% | 30,801 | $345K |
| Venture Visionary Partners LLC | 0.01% | No change | 29,876 | $335K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.8% | 29,116 | $326K |
| &partners | 0.00% | Add +18.5% | 29,259 | $326K |
| Successful Portfolios LLC | 0.22% | No change | 29,059 | $325K |
| US Bancorp \de | 0.00% | Reduce -35.0% | 28,940 | $324K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 28,833 | $323K |
| Geneos Wealth Management Inc. | 0.01% | Add +343.1% | 28,645 | $321K |
| Goldman Sachs Group Inc. | 0.00% | New | 28,492 | $319K |
| Independent Financial Group, LLC | 0.01% | Add +4.2% | 28,103 | $315K |
| Noble Wealth Management PBC | 0.21% | Reduce -20.2% | 27,600 | $309K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $307K |
| First Trust Advisors LP | 0.00% | Add +6.4% | 26,216 | $294K |
| Element Wealth, LLC | 0.15% | No change | 25,369 | $284K |
| Founders Financial Alliance, LLC | 0.07% | Add +14.3% | 25,319 | $284K |
| Gries Financial LLC | 0.05% | New | 24,852 | $278K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.3% | 24,348 | $273K |
| Verus Capital Partners, LLC | 0.03% | Add +26.3% | 24,000 | $269K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 23,870 | $267K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 23,585 | $264K |
| Aberdeen Wealth Management LLC | 0.18% | No change | 23,554 | $264K |
| MML Investors Services, LLC | 0.00% | Add +4.8% | 23,145 | $259K |
| Private Trust Co. NA | 0.03% | Add +18.9% | 22,832 | $256K |
| Good Life Advisors, LLC | 0.02% | Add +0.5% | 22,499 | $252K |
| Leisure Capital Management | 0.10% | Reduce -0.4% | 22,418 | $251K |
| Pathstone Holdings, LLC | 0.00% | Reduce -98.5% | 21,325 | $250K |
| Jane Street Group, LLC | 0.00% | New | 22,276 | $249K |
| Stephens Inc. | 0.00% | Add +0.7% | 22,005 | $246K |
| Focus Partners Wealth | 0.00% | Reduce -5.7% | 21,628 | $242K |
| Fortitude Advisory Group L.L.C. | 0.17% | Add +11.0% | 22,414 | $240K |
| Pointe Capital Management LLC | 0.14% | No change | 21,015 | $235K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -4.7% | 20,400 | $228K |
| WCG Wealth Advisors LLC | 0.02% | New | 20,379 | $228K |
| MBA Advisors LLC | 0.11% | Add +8.7% | 20,000 | $224K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -9.7% | 19,742 | $221K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -9.0% | 19,802 | $221K |
| Belpointe Asset Management LLC | 0.01% | Add +50.5% | 19,564 | $219K |
| Shufro Rose & Co. LLC | 0.02% | No change | 19,500 | $218K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | Add +0.0% | 19,129 | $214K |
| Advisory Services Network, LLC | 0.00% | Reduce -29.3% | 19,103 | $214K |
| Melfa Wealth Management, Inc. | 0.14% | No change | 18,982 | $213K |
| Keybank National Association | 0.00% | Reduce -30.1% | 18,763 | $210K |
| Mezzasalma Advisors, LLC | 0.07% | Add +1.2% | 18,700 | $209K |
| Sigma Planning Corp | 0.01% | Reduce -13.0% | 18,645 | $209K |
| Dumont & Blake Investment Advisors LLC | 0.06% | New | 18,328 | $205K |
| Moors & Cabot, Inc. | 0.01% | Add +9.0% | 18,229 | $204K |
| Novus Advisors, LLC | 0.21% | No change | 18,163 | $203K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $198K |
| Townsquare Capital LLC | 0.00% | New | 17,655 | $198K |
| AE Wealth Management LLC | 0.00% | Add +6.1% | 17,304 | $194K |
| PFG Advisors | 0.01% | No change | 17,300 | $194K |
| Ferguson Shapiro LLC | 0.07% | Add +1.3% | 17,199 | $193K |
| Simon Quick Advisors, LLC | 0.01% | Add +3.0% | 17,071 | $191K |
| Kuhn & Co Investment Counsel | 0.16% | Add +15.1% | 16,882 | $189K |
| Altfest L J & Co. Inc. | 0.02% | Add +0.1% | 16,747 | $188K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -69.9% | 16,679 | $187K |
| Mgo One Seven LLC | 0.01% | Reduce -5.8% | 16,561 | $185K |
| Hilltop Holdings Inc. | 0.01% | Add +10.3% | 16,331 | $183K |
| Apollon Wealth Management, LLC | 0.00% | No change | 15,804 | $177K |
| Sovereign Financial Group, Inc. | 0.04% | Add +4.3% | 15,717 | $176K |
| Seelaus Asset Management LLC | 0.17% | No change | 15,250 | $171K |
| Ancora Advisors LLC | 0.00% | Reduce -3.1% | 14,960 | $168K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.3% | 14,886 | $167K |
| Apeiron RIA LLC | 0.05% | No change | 14,808 | $166K |
| Debussy Capital Management LP | 0.03% | No change | 14,697 | $165K |
| Occidental Asset Management, LLC | 0.02% | Add +4.3% | 14,597 | $163K |
| LifeGoal Investments, LLC | 0.18% | No change | 14,522 | $163K |
| Seed Wealth Management, Inc. | 0.13% | No change | 14,500 | $162K |
| Legacy Advisors, LLC | 0.02% | No change | 15,364 | $161K |
| Camelot Portfolios, LLC | 0.10% | Add +15.3% | 14,279 | $160K |
| Curi Capital, LLC | 0.00% | New | 14,062 | $159K |
| RFG Advisory, LLC | 0.00% | New | 13,733 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 14,900 | $153K |
| Wealth Management Associates, Inc. | 0.07% | Add +13.6% | 13,576 | $152K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.6% | 13,563 | $152K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,458 | $152K |
| Wealthspan Partners, LLC | 0.07% | No change | 13,482 | $151K |
| First Foundation Advisors | 0.01% | Reduce -9.4% | 13,361 | $150K |
| Bank of New York Mellon Corp | 0.00% | New | 13,288 | $149K |
| L.M. Kohn & Company | 0.04% | New | 13,170 | $148K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.7% | 13,145 | $147K |
| Hollencrest Capital Management | 0.01% | No change | 13,135 | $147K |
| Advisor Resource Council | 0.01% | New | 13,079 | $146K |
| Sfmg, LLC | 0.01% | No change | 13,049 | $146K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -47.5% | 13,026 | $146K |
| PKS Advisory Services, LLC | 0.04% | No change | 13,022 | $146K |
| Insight Wealth Strategies, LLC | 0.02% | Add +1.3% | 12,937 | $145K |
| Capital Management Associates, Inc | 0.03% | New | 12,802 | $143K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 12,676 | $142K |
| Permanent Capital Management, LP | 0.04% | Reduce -8.7% | 12,409 | $140K |
| North Star Investment Management Corp. | 0.01% | No change | 12,164 | $136K |
| Balefire, LLC | 0.05% | Add +1.2% | 12,132 | $136K |
| D.A. Davidson & Co. | 0.00% | Reduce -23.5% | 12,130 | $136K |
| Snowden Capital Advisors LLC | 0.00% | No change | 12,038 | $136K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -36.0% | 11,974 | $134K |
| SMH Capital Advisors Inc. | 0.31% | No change | 11,919 | $133K |
| Virtu Financial LLC | 0.01% | New | 11,865 | $133K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 11,724 | $131K |
| Wedbush Securities Inc. | 0.00% | Add +0.7% | 11,719 | $131K |
| Kovack Advisors, Inc. | 0.01% | Add +0.4% | 11,681 | $131K |
| Manske Wealth Management | 0.05% | No change | 11,643 | $130K |
| Uptown Financial Advisors LLC | 0.13% | No change | 11,499 | $129K |
| Total Clarity Wealth Management, Inc. | 0.04% | No change | 11,318 | $128K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 11,141 | $125K |
| Centaurus Financial, Inc. | 0.01% | No change | 10,981 | $123K |
| Clean Yield Group | 0.04% | No change | 10,971 | $123K |
| World Investment Advisors | 0.00% | No change | 10,950 | $123K |
| Brookstone Capital Management | 0.00% | No change | 10,835 | $121K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -32.5% | 10,655 | $119K |
| Maridea Wealth Management LLC | 0.04% | Add +0.4% | 10,631 | $119K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -28.8% | 10,429 | $117K |
| Acorn Wealth Advisors, LLC | 0.05% | No change | 10,040 | $112K |
| Future Financial Wealth Managment LLC | 0.08% | No change | 10,000 | $112K |
| New England Private Wealth Advisors LLC | 0.02% | New | 10,000 | $112K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 10,000 | $112K |
| Icon Wealth Advisors, LLC | 0.01% | Add +0.5% | 9,150 | $102K |
| Citizens National Bank Trust Department | 0.02% | No change | 8,700 | $97K |
| Jones Financial Companies LLLP | 0.00% | Add +14.6% | 8,513 | $95K |
| Briaud Financial Planning Inc | 0.04% | No change | 8,073 | $90K |
| Bokf, NA | 0.00% | Reduce -67.4% | 7,000 | $78K |
| Webster Bank, N. A. | 0.01% | No change | 6,893 | $77K |
| Allworth Financial LP | 0.00% | Reduce -4.2% | 7,082 | $76K |
| CX Institutional | 0.00% | New | 6,765 | $76K |
| Motco | 0.01% | No change | 5,657 | $63K |
| Founders Capital Management | 0.04% | No change | 5,500 | $62K |
| Caldwell Trust Co | 0.01% | No change | 4,878 | $55K |
| MAI Capital Management | 0.00% | Reduce -17.3% | 4,662 | $52K |
| SJS Investment Consulting Inc. | 0.01% | Add +1.3% | 4,624 | $52K |
| FNY Investment Advisers, LLC | 0.03% | New | 4,400 | $49K |
| Cwm, LLC | 0.00% | Reduce -7.2% | 4,201 | $47K |
| Park Square Financial Group, LLC | 0.03% | Reduce -21.6% | 3,628 | $41K |
| Cornerstone Planning Group LLC | 0.01% | No change | 3,729 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 3,500 | $39K |
| WPG Advisers, LLC | 0.04% | Reduce -37.2% | 3,495 | $39K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 3,437 | $38K |
| American National Bank & Trust | 0.00% | New | 3,375 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $36K |
| FSA Wealth Management LLC | 0.01% | No change | 3,000 | $34K |
| Eastern Bank | 0.00% | Add +20.2% | 2,859 | $32K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -54.5% | 2,501 | $28K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,457 | $28K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -97.5% | 2,250 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.3% | 2,159 | $24K |
| Montag A & Associates Inc. | 0.00% | No change | 2,120 | $24K |
| Fortitude Family Office, LLC | 0.01% | No change | 2,030 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,910 | $21K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,889 | $21K |
| Wealth Advisors of Tampa Bay, LLC | 0.01% | New | 1,825 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,630 | $18K |
| Centerpoint Advisors, LLC | 0.01% | New | 1,614 | $18K |
| Sandy Spring Bank | 0.00% | Add +1.6% | 1,575 | $18K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 1,533 | $17K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,515 | $17K |
| Main Management LLC | 0.00% | Reduce -39.4% | 1,541 | $17K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 1,480 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -40.2% | 1,500 | $17K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 1,347 | $15K |
| Lanark Financial, Inc. | 0.00% | — | 1,237 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,131 | $13K |
| Crews Bank & Trust | 0.00% | No change | 1,015 | $11K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | No change | 1,000 | $11K |
| Tompkins Financial Corp. | 0.00% | New | 971 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 756 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 645 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 583 | $7K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 11 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 500 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 519 | $6K |
| First Horizon Advisors, Inc. | 0.00% | New | 500 | $6K |
| Costello Asset Management, INC | 0.00% | New | 428 | $5K |
| Stephens Consulting, LLC | 0.00% | New | 263 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -80.0% | 240 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 108 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 72 | $806 |
| Barrett & Company, Inc. | 0.00% | Reduce -80.2% | 67 | $750 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 50 | $560 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +88.9% | 34 | $381 |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.8% | 1 | $6 |
"% 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.