Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q2 2025 (June 30)302holders −15
25new positions
38sold out
1famous investor
$10.93avg. 13F price*
At the end of Q2 2025, 302 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings, down 15 from Q1 2025. 25 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($103.4M), MacKay Shields LLC ($43.7M) and Wells Fargo & Company ($36.6M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $9.4M |
| Exits | 38 | $10.7M |
All 13F filers, Q1 2025 → Q2 2025: 3,163,396 shares bought and 13,252,248 shares sold, net −10,088,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Morgan Stanley | 0.01% | Reduce -6.2% | 9,471,741 | $103.4M |
| MacKay Shields LLC | 9.07% | No change | 4,002,639 | $43.7M |
| Wells Fargo & Company | 0.01% | Reduce -7.0% | 3,351,017 | $36.6M |
| Bramshill Investments, LLC | 3.77% | Reduce -19.9% | 3,301,660 | $36.1M |
| Rivernorth Capital Management, LLC | 1.53% | Reduce -35.3% | 2,529,443 | $27.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.6% | 1,985,968 | $21.7M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 1,950,271 | $21.3M |
| UBS Group AG | 0.00% | Add +0.1% | 1,807,866 | $19.7M |
| Bank of America Corp. | 0.00% | Reduce -11.6% | 1,593,672 | $17.4M |
| HighTower Advisors, LLC | 0.02% | Add +2.0% | 1,463,113 | $16.0M |
| Congress Park Capital LLC | 4.66% | Add +12.3% | 1,302,500 | $14.2M |
| McGowan Group Asset Management, Inc. | 1.80% | Add +10.6% | 1,287,198 | $14.1M |
| Van Eck Associates Corp. | 0.02% | Add +0.4% | 1,243,338 | $13.6M |
| Guggenheim Capital LLC | 0.11% | Add +7.8% | 1,225,851 | $13.4M |
| Hennion & Walsh Asset Management, Inc. | 0.53% | Reduce -2.7% | 1,204,426 | $13.2M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 1,201,417 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 1,051,652 | $11.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +145.7% | 1,045,392 | $11.4M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 927,680 | $10.1M |
| Sit Investment Associates Inc. | 0.20% | Reduce -51.4% | 868,916 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.2% | 781,188 | $8.5M |
| Byrne Financial Freedom, LLC | 3.74% | Reduce -0.2% | 684,766 | $7.5M |
| Gill Capital Partners, LLC | 2.29% | Add +5.6% | 651,049 | $7.1M |
| Karpus Management, Inc. | 0.18% | Reduce -91.8% | 500,732 | $5.5M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -17.9% | 468,342 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.27% | Reduce -6.4% | 462,544 | $5.1M |
| Eagle Bluffs Wealth Management LLC | 2.36% | Add +14.9% | 451,839 | $5.0M |
| Fiera Capital Corp | 0.02% | Reduce -1.4% | 448,355 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 433,093 | $4.7M |
| Merit Financial Group, LLC | 0.05% | Add +7.3% | 427,255 | $4.7M |
| Capital Investment Advisors, LLC | 0.08% | Reduce -2.8% | 381,790 | $4.6M |
| Cohen & Steers, Inc. | 0.01% | Reduce -4.5% | 402,711 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -59.2% | 392,638 | $4.3M |
| Melone Private Wealth, LLC | 1.91% | Add +50.5% | 345,091 | $3.7M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce -1.2% | 339,465 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +5.3% | 322,983 | $3.5M |
| Palogic Value Management, L.P. | 1.49% | Add +12.0% | 317,146 | $3.5M |
| Cura Wealth Advisors, LLC | 1.57% | Add +0.3% | 308,000 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.2% | 292,991 | $3.2M |
| Truist Financial Corp. | 0.00% | Add +36.2% | 276,650 | $3.0M |
| StoneX Group Inc. | 0.15% | Add +16.8% | 275,329 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 267,635 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.5% | 266,537 | $2.9M |
| Evoke Wealth, LLC | 0.07% | Add +3.2% | 255,089 | $2.8M |
| Cresta Advisors, Ltd. | 1.37% | No change | 256,647 | $2.8M |
| Kim, LLC | 0.50% | No change | 243,700 | $2.7M |
| Robinson Capital Management, LLC | 1.08% | Reduce -19.9% | 235,327 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 218,223 | $2.4M |
| Lido Advisors, LLC | 0.01% | Reduce -1.1% | 215,661 | $2.4M |
| Rareview Capital LLC | 1.45% | Reduce -7.2% | 210,016 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +27.1% | 209,829 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +23.9% | 209,722 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.4% | 208,557 | $2.3M |
| Leo Wealth, LLC | 0.18% | Add +33.0% | 208,401 | $2.3M |
| Invesco Ltd. | 0.00% | Add +6.9% | 201,115 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -4.5% | 187,608 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +31.2% | 171,234 | $1.9M |
| Gridiron Partners, LLC | 1.15% | No change | 169,878 | $1.9M |
| Savant Capital, LLC | 0.01% | Reduce -0.2% | 160,297 | $1.8M |
| Wakefield Asset Management LLLP | 0.49% | Reduce -1.2% | 159,419 | $1.7M |
| Tyche Wealth Partners LLC | 0.35% | Reduce -3.6% | 159,016 | $1.7M |
| Ibex Wealth Advisors | 0.18% | Reduce -2.5% | 155,527 | $1.7M |
| Intellectus Partners, LLC | 0.36% | New | 152,180 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +7.3% | 147,369 | $1.6M |
| Breakwater Capital Group | 0.25% | Add +6.5% | 142,101 | $1.6M |
| IFC Advisors LLC | 0.29% | New | 140,389 | $1.5M |
| Indiana Trust & Investment Management Co | 0.50% | No change | 139,000 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +43.0% | 132,672 | $1.5M |
| Kercheville Advisors, LLC | 0.50% | Add +1.6% | 133,186 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 132,458 | $1.4M |
| Petra Financial Advisors Inc. | 0.90% | Add +0.0% | 130,344 | $1.4M |
| Linscomb Wealth, Inc. | 0.06% | New | 127,291 | $1.4M |
| Capital & Planning, LLC | 0.93% | Add +4.0% | 125,210 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Reduce -5.3% | 125,166 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.6% | 123,554 | $1.3M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.1% | 122,591 | $1.3M |
| Spire Wealth Management | 0.05% | Add +37.6% | 120,298 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +0.5% | 112,518 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.0% | 112,350 | $1.2M |
| Childress Capital Advisors, LLC | 0.30% | No change | 108,500 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Add +17.3% | 105,332 | $1.2M |
| Broyhill Asset Management, LLC | 0.99% | Reduce -57.6% | 99,285 | $1.1M |
| Accredited Investor Services, LLC | 0.79% | Reduce -4.2% | 95,890 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Reduce -39.9% | 93,300 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +1.4% | 92,592 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 89,701 | $980K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -30.8% | 86,426 | $944K |
| Creative Planning | 0.00% | Reduce -9.6% | 85,632 | $935K |
| Mariner, LLC | 0.00% | Add +5.1% | 80,772 | $882K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.5% | 80,106 | $875K |
| Tectonic Advisors LLC | 0.05% | Reduce -15.4% | 79,453 | $868K |
| Dakota Wealth Management | 0.02% | Reduce -62.9% | 76,313 | $834K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.7% | 76,086 | $831K |
| Private Advisor Group, LLC | 0.00% | Add +51.4% | 72,852 | $796K |
| Whipplewood Advisors, LLC | 0.43% | Add +69.0% | 71,645 | $782K |
| Uniting Wealth Partners, LLC | 0.30% | Add +0.9% | 70,828 | $773K |
| FLC Capital Advisors | 0.16% | No change | 70,446 | $769K |
| Silverlake Wealth Management LLC | 0.22% | Add +7.9% | 69,904 | $763K |
| Naples Global Advisors, LLC | 0.06% | Reduce -3.6% | 68,306 | $751K |
| Jane Street Group, LLC | 0.00% | Add +203.5% | 67,605 | $738K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -35.3% | 66,090 | $722K |
| Bard Financial Services, Inc. | 0.08% | No change | 65,000 | $710K |
| CoreCap Advisors, LLC | 0.03% | Add +52.0% | 63,537 | $694K |
| Kingsview Wealth Management, LLC | 0.01% | Add +96.7% | 63,403 | $692K |
| Captrust Financial Advisors | 0.00% | Reduce -6.3% | 62,370 | $681K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.2% | 58,262 | $636K |
| Choreo, LLC | 0.01% | Reduce -26.2% | 56,897 | $625K |
| Arkos Global Advisors | 0.08% | Reduce -6.6% | 54,839 | $599K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -2.9% | 54,655 | $597K |
| Myecfo, LLC | 0.29% | Add +3.2% | 54,200 | $592K |
| Altus Wealth Group LLC | 0.26% | No change | 53,685 | $586K |
| Alpha Financial Partners LLC | 0.42% | New | 53,675 | $586K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.5% | 52,529 | $574K |
| Rothschild Wealth LLC | 0.14% | No change | 52,096 | $569K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -15.3% | 51,498 | $562K |
| GeoWealth Management, LLC | 0.02% | Reduce -15.3% | 51,498 | $562K |
| Abel Hall, LLC | 0.25% | New | 50,000 | $546K |
| Brown Brothers Harriman & Co. | 0.00% | New | 49,274 | $538K |
| Realta Investment Advisors | 0.20% | Add +38.4% | 46,752 | $511K |
| Harbour Investments, Inc. | 0.01% | Add +38.3% | 43,657 | $477K |
| Peddock Capital Advisors, LLC | 0.11% | No change | 43,634 | $476K |
| Benjamin Edwards Inc. | 0.01% | No change | 41,425 | $452K |
| North Ground Capital | 0.58% | Reduce -10.0% | 41,296 | $451K |
| Rock Point Advisors, LLC | 0.12% | No change | 39,930 | $436K |
| Cerity Partners LLC | 0.00% | Add +8.1% | 39,837 | $435K |
| Sowell Financial Services LLC | 0.02% | Reduce -12.0% | 39,726 | $434K |
| Northern Trust Corp. | 0.00% | Add +2.9% | 37,785 | $413K |
| WCG Wealth Advisors LLC | 0.03% | Add +84.2% | 37,543 | $410K |
| Cary Street Partners Financial LLC | 0.01% | New | 37,454 | $409K |
| Comerica Bank | 0.00% | Add +2.7% | 36,309 | $396K |
| AlphaCore Capital LLC | 0.01% | Add +5.0% | 34,785 | $382K |
| Harmony Asset Management LLC | 0.14% | Reduce -4.6% | 34,067 | $372K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +1.5% | 33,884 | $370K |
| Bank of Montreal | 0.00% | Add +2.7% | 33,834 | $369K |
| &partners | 0.00% | Add +15.0% | 33,643 | $367K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.1% | 33,349 | $364K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 32,819 | $358K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 32,689 | $357K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 32,689 | $357K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +11.9% | 32,278 | $352K |
| Mystic Asset Management, Inc. | 0.08% | No change | 31,666 | $346K |
| Venture Visionary Partners LLC | 0.01% | No change | 29,876 | $326K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +21.4% | 29,552 | $323K |
| Barry Investment Advisors, LLC | 0.08% | Reduce -93.9% | 27,218 | $323K |
| Independent Financial Group, LLC | 0.01% | Add +3.6% | 29,113 | $318K |
| Successful Portfolios LLC | 0.20% | No change | 29,059 | $317K |
| US Bancorp \de | 0.00% | No change | 28,940 | $316K |
| Stephens Inc. | 0.00% | Add +30.7% | 28,755 | $314K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.0% | 27,965 | $305K |
| Belpointe Asset Management LLC | 0.01% | Add +42.5% | 27,884 | $304K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $299K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 26,009 | $284K |
| Founders Financial Alliance, LLC | 0.06% | Add +1.8% | 25,762 | $281K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +14.7% | 25,716 | $281K |
| Element Wealth, LLC | 0.13% | No change | 25,369 | $277K |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 25,003 | $273K |
| Gries Financial LLC | 0.05% | No change | 24,852 | $271K |
| Allworth Financial LP | 0.00% | Add +244.0% | 24,363 | $266K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +106.4% | 24,195 | $264K |
| Duncker Streett & Co. Inc. | 0.05% | New | 24,000 | $262K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 23,870 | $261K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.0% | 23,589 | $258K |
| Aberdeen Wealth Management LLC | 0.17% | No change | 23,554 | $257K |
| Leisure Capital Management | 0.10% | Add +4.5% | 23,418 | $256K |
| Good Life Advisors, LLC | 0.02% | Add +0.7% | 22,659 | $247K |
| Farther Finance Advisors, LLC | 0.00% | Add +814.0% | 22,457 | $245K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +9.4% | 21,670 | $237K |
| Park Avenue Securities LLC | 0.00% | New | 21,322 | $233K |
| Salem Investment Counselors Inc. | 0.01% | New | 21,088 | $232K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -26.4% | 21,096 | $230K |
| Pointe Capital Management LLC | 0.12% | No change | 21,015 | $229K |
| Advisory Services Network, LLC | 0.00% | Add +8.9% | 20,802 | $223K |
| MBA Advisors LLC | 0.10% | No change | 20,000 | $218K |
| Shufro Rose & Co. LLC | 0.02% | No change | 19,500 | $218K |
| Toth Financial Advisory Corp. | 0.03% | Add +0.6% | 19,852 | $217K |
| PFG Advisors | 0.01% | Add +13.6% | 19,650 | $215K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | Add +0.1% | 19,142 | $209K |
| Mezzasalma Advisors, LLC | 0.06% | Add +1.8% | 19,044 | $208K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 18,982 | $207K |
| Seelaus Asset Management LLC | 0.18% | Add +23.3% | 18,800 | $205K |
| Sigma Planning Corp | 0.01% | Add +0.8% | 18,794 | $205K |
| Keybank National Association | 0.00% | No change | 18,763 | $205K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Add +1.2% | 18,541 | $202K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -9.8% | 18,400 | $201K |
| Moors & Cabot, Inc. | 0.01% | No change | 18,229 | $199K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.7% | 18,090 | $198K |
| Balefire, LLC | 0.04% | Add +47.0% | 17,836 | $195K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $193K |
| Ferguson Shapiro LLC | 0.06% | Add +2.0% | 17,544 | $192K |
| AE Wealth Management LLC | 0.00% | No change | 17,304 | $189K |
| Altfest L J & Co. Inc. | 0.02% | Add +3.2% | 17,287 | $189K |
| Kuhn & Co Investment Counsel | 0.14% | No change | 16,882 | $184K |
| Hilltop Holdings Inc. | 0.01% | No change | 16,331 | $178K |
| XTX Topco Ltd | 0.01% | New | 16,239 | $177K |
| Sovereign Financial Group, Inc. | 0.04% | Add +1.7% | 15,981 | $175K |
| Apollon Wealth Management, LLC | 0.00% | No change | 15,804 | $173K |
| RFG Advisory, LLC | 0.00% | Add +14.6% | 15,733 | $172K |
| Camelot Portfolios, LLC | 0.10% | Add +7.8% | 15,393 | $168K |
| Verus Capital Partners, LLC | 0.01% | Reduce -37.5% | 15,000 | $164K |
| Apeiron RIA LLC | 0.04% | No change | 14,808 | $162K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.9% | 14,755 | $161K |
| Rothschild Investment LLC | 0.01% | Reduce -90.4% | 14,469 | $158K |
| Ancora Advisors LLC | 0.00% | Reduce -3.3% | 14,465 | $158K |
| Mgo One Seven LLC | 0.01% | Reduce -13.5% | 14,319 | $156K |
| Curi Capital, LLC | 0.00% | No change | 14,062 | $155K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +11.0% | 14,073 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.8% | 13,885 | $152K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.1% | 13,417 | $151K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -93.2% | 13,753 | $150K |
| Capital Squared Financial LLC | 0.17% | — | 13,629 | $149K |
| Fisher Asset Management | 0.00% | New | 13,575 | $148K |
| Wealthspan Partners, LLC | 0.06% | No change | 13,482 | $147K |
| Caitlin John, LLC | 0.13% | New | 13,450 | $147K |
| Insight Wealth Strategies, LLC | 0.02% | Add +2.7% | 13,286 | $146K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.1% | 13,286 | $145K |
| L.M. Kohn & Company | 0.04% | No change | 13,170 | $144K |
| Hollencrest Capital Management | 0.01% | No change | 13,135 | $143K |
| Sfmg, LLC | 0.01% | No change | 13,049 | $142K |
| Debussy Capital Management LP | 0.02% | Reduce -11.6% | 12,997 | $142K |
| Brown Advisory Inc. | 0.00% | New | 12,650 | $138K |
| Wealth Management Associates, Inc. | 0.05% | Reduce -8.5% | 12,416 | $136K |
| Plan Group Financial, LLC | 0.04% | New | 12,281 | $134K |
| SMH Capital Advisors Inc. | 0.30% | Add +2.4% | 12,201 | $133K |
| North Star Investment Management Corp. | 0.01% | No change | 12,164 | $133K |
| Snowden Capital Advisors LLC | 0.00% | No change | 12,038 | $132K |
| PKS Advisory Services, LLC | 0.03% | Reduce -7.8% | 12,012 | $131K |
| Summit Financial, LLC | 0.00% | New | 11,839 | $130K |
| Summit Trail Advisors, LLC | 0.00% | New | 11,779 | $129K |
| Wedbush Securities Inc. | 0.00% | Add +1.0% | 11,840 | $129K |
| Manske Wealth Management | 0.04% | No change | 11,643 | $127K |
| Uptown Financial Advisors LLC | 0.12% | No change | 11,499 | $126K |
| Total Clarity Wealth Management, Inc. | 0.04% | No change | 11,318 | $124K |
| Centaurus Financial, Inc. | 0.01% | No change | 10,981 | $120K |
| Clean Yield Group | 0.04% | No change | 10,971 | $120K |
| World Investment Advisors | 0.00% | No change | 10,950 | $120K |
| Journey Strategic Wealth LLC | 0.00% | Reduce -16.0% | 10,937 | $119K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.9% | 10,926 | $119K |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 10,878 | $119K |
| Brookstone Capital Management | 0.00% | Add +0.2% | 10,860 | $119K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 10,655 | $116K |
| German American Bancorp, Inc. | 0.01% | New | 10,604 | $116K |
| Maridea Wealth Management LLC | 0.03% | Reduce -1.2% | 10,508 | $115K |
| Quantinno Capital Management LP | 0.00% | New | 10,500 | $115K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.1% | 10,102 | $110K |
| Riverstone Advisors, LLC | 0.06% | New | 10,088 | $110K |
| Acorn Wealth Advisors, LLC | 0.04% | No change | 10,040 | $110K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 10,000 | $109K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 10,000 | $109K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $109K |
| New England Private Wealth Advisors LLC | 0.02% | No change | 10,000 | $107K |
| Icon Wealth Advisors, LLC | 0.01% | Add +0.7% | 9,215 | $101K |
| Citizens National Bank Trust Department | 0.02% | Add +5.8% | 9,200 | $100K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.8% | 8,194 | $89K |
| Briaud Financial Planning Inc | 0.03% | No change | 8,073 | $88K |
| Webster Bank, N. A. | 0.01% | No change | 6,893 | $75K |
| CX Institutional | 0.00% | No change | 6,765 | $74K |
| Ameritas Advisory Services, LLC | 0.00% | New | 6,630 | $72K |
| Chung Wu Investment Group, LLC | 0.07% | New | 6,000 | $66K |
| Motco | 0.01% | No change | 5,657 | $61K |
| Founders Capital Management | 0.04% | No change | 5,500 | $60K |
| Caldwell Trust Co | 0.01% | No change | 4,878 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Add +2.0% | 4,716 | $52K |
| MAI Capital Management | 0.00% | Add +0.9% | 4,703 | $51K |
| FNY Investment Advisers, LLC | 0.02% | No change | 4,400 | $48K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 4,144 | $46K |
| Cornerstone Planning Group LLC | 0.01% | No change | 3,729 | $41K |
| Park Square Financial Group, LLC | 0.03% | No change | 3,628 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 3,500 | $38K |
| Cwm, LLC | 0.00% | Reduce -16.6% | 3,503 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $35K |
| Traub Capital Management LLC | 0.03% | — | 3,100 | $34K |
| Fortitude Family Office, LLC | 0.01% | Add +49.3% | 3,030 | $33K |
| FSA Wealth Management LLC | 0.01% | No change | 3,000 | $33K |
| Private Trust Co. NA | 0.00% | Reduce -90.2% | 2,238 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 2,202 | $24K |
| Montag A & Associates Inc. | 0.00% | No change | 2,120 | $23K |
| Global Retirement Partners, LLC | 0.00% | — | 2,100 | $23K |
| Larson Financial Group LLC | 0.00% | Add +278.8% | 1,966 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,910 | $21K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,630 | $18K |
| Main Management LLC | 0.00% | No change | 1,541 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,550 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,515 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,500 | $16K |
| WPG Advisers, LLC | 0.01% | Reduce -57.5% | 1,484 | $16K |
| Capital Analysts, LLC | 0.00% | Add +2.0% | 1,509 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 1,237 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1,131 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +1381.9% | 1,067 | $12K |
| Crews Bank & Trust | 0.00% | No change | 1,015 | $11K |
| Hilltop National Bank | 0.00% | — | 948 | $10K |
| 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 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 500 | $5K |
| Eastern Bank | 0.00% | Reduce -83.2% | 481 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 500 | $5K |
| Costello Asset Management, INC | 0.00% | Add +2.1% | 437 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 240 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 108 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 50 | $546 |
| Creekmur Asset Management LLC | 0.00% | No change | 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.