Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q4 2025 (December 31)292holders +7
31new positions
30sold out
2famous investors
$11.63avg. 13F price*
At the end of Q4 2025, 292 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings, up 7 from Q3 2025. 31 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($112.8M), Bramshill Investments, LLC ($32.6M) and Wells Fargo & Company ($31.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $10.2M |
| Exits | 30 | $30.2M |
All 13F filers, Q3 2025 → Q4 2025: 4,639,784 shares bought and 8,485,089 shares sold, net −3,845,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Morgan Stanley | 0.01% | Reduce -4.7% | 9,700,112 | $112.8M |
| Bramshill Investments, LLC | 1.84% | Reduce -6.0% | 2,801,020 | $32.6M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 2,729,208 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Add +17.4% | 2,595,527 | $30.2M |
| Guggenheim Capital LLC | 0.21% | Add +52.0% | 2,469,932 | $28.7M |
| UBS Group AG | 0.00% | Add +1.2% | 1,795,582 | $20.9M |
| Hennion & Walsh Asset Management, Inc. | 0.71% | Add +19.5% | 1,773,541 | $20.6M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 1,623,416 | $18.9M |
| McGowan Group Asset Management, Inc. | 2.05% | Add +4.5% | 1,410,373 | $16.4M |
| Van Eck Associates Corp. | 0.01% | Add +7.7% | 1,386,762 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 1,277,025 | $14.9M |
| LPL Financial LLC | 0.00% | Add +4.5% | 1,169,820 | $13.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -26.9% | 1,067,586 | $12.4M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 1,022,793 | $11.9M |
| Congress Park Capital LLC | 3.28% | Reduce -17.6% | 945,000 | $11.0M |
| Melone Private Wealth, LLC | 3.22% | Add +51.3% | 651,892 | $7.6M |
| Byrne Financial Freedom, LLC | 3.46% | Reduce -0.1% | 648,817 | $7.5M |
| Eagle Bluffs Wealth Management LLC | 3.04% | Add +30.2% | 644,467 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.4% | 629,027 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +34.6% | 523,166 | $6.1M |
| Sit Investment Associates Inc. | 0.12% | Reduce -8.7% | 505,195 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +80.5% | 468,138 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.2% | 464,244 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -59.8% | 431,314 | $5.0M |
| Palogic Value Management, L.P. | 1.85% | Add +4.6% | 368,787 | $4.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -7.7% | 363,428 | $4.2M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -9.6% | 339,499 | $3.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 319,711 | $3.7M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -25.6% | 312,781 | $3.6M |
| Cura Wealth Advisors, LLC | 1.35% | Reduce -0.3% | 307,000 | $3.6M |
| StoneX Group Inc. | 0.15% | Add +0.6% | 301,992 | $3.5M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -0.7% | 295,249 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 277,149 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +56.3% | 275,861 | $3.2M |
| Cresta Advisors, Ltd. | 1.31% | Add +5.1% | 269,647 | $3.1M |
| &partners | 0.02% | Add +112.8% | 262,671 | $3.1M |
| Evoke Wealth, LLC | 0.06% | No change | 255,089 | $3.0M |
| Kim, LLC | 0.74% | No change | 243,700 | $2.8M |
| Gill Capital Partners, LLC | 0.86% | Reduce -60.0% | 243,608 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.6% | 236,392 | $2.7M |
| Robinson Capital Management, LLC | 1.15% | New | 233,254 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.3% | 232,696 | $2.7M |
| Leo Wealth, LLC | 0.20% | Add +43.7% | 231,524 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.2% | 227,576 | $2.6M |
| Invesco Ltd. | 0.00% | Add +3.2% | 226,235 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +570.7% | 225,727 | $2.6M |
| Lido Advisors, LLC | 0.01% | No change | 223,350 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -18.8% | 220,047 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.6% | 204,646 | $2.4M |
| BlackRock, Inc. | 0.00% | Reduce -88.0% | 200,000 | $2.3M |
| Intellectus Partners, LLC | 0.44% | Add +17.2% | 197,482 | $2.3M |
| Citadel Advisors | 0.00% | New | 184,202 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -9.7% | 172,888 | $2.0M |
| Gridiron Partners, LLC | 1.13% | Reduce -86.5% | 169,878 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.7% | 165,191 | $1.9M |
| Wakefield Asset Management LLLP | 0.52% | Add +0.7% | 164,842 | $1.9M |
| Tyche Wealth Partners LLC | 0.30% | Reduce -0.5% | 161,945 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +0.5% | 157,072 | $1.8M |
| Ibex Wealth Advisors | 0.18% | Add +1.0% | 156,100 | $1.8M |
| Spire Wealth Management | 0.06% | Add +6.9% | 147,734 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 145,516 | $1.7M |
| Kercheville Advisors, LLC | 0.43% | Add +3.8% | 141,416 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 139,848 | $1.6M |
| IFC Advisors LLC | 0.24% | Reduce -8.9% | 138,745 | $1.6M |
| Breakwater Capital Group | 0.22% | Add +14.8% | 137,041 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -2.0% | 133,345 | $1.6M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 122,790 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +20.8% | 122,400 | $1.4M |
| Abel Hall, LLC | 0.33% | No change | 120,000 | $1.4M |
| Petra Financial Advisors Inc. | 0.82% | Reduce -7.0% | 119,654 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 115,520 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Reduce -8.8% | 114,156 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +0.3% | 113,280 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +16.4% | 105,236 | $1.2M |
| Silverlake Wealth Management LLC | 0.27% | Add +46.3% | 104,759 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Add +248.7% | 104,176 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -11.2% | 99,650 | $1.2M |
| Concorde Asset Management, LLC | 0.46% | Add +7.0% | 98,370 | $1.1M |
| Childress Capital Advisors, LLC | 0.18% | Reduce -10.2% | 96,000 | $1.1M |
| Indiana Trust & Investment Management Co | 0.33% | Reduce -26.0% | 95,500 | $1.1M |
| Creative Planning | 0.00% | Add +2.4% | 94,970 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.1% | 94,516 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.9% | 93,665 | $1.1M |
| Broyhill Asset Management, LLC | 0.95% | Reduce -1.6% | 92,263 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 88,148 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +464.3% | 83,258 | $968K |
| Aviance Capital Partners, LLC | 0.11% | Add +247.9% | 82,898 | $964K |
| Accredited Investor Services, LLC | 0.63% | Reduce -13.9% | 82,026 | $954K |
| Mariner, LLC | 0.00% | Reduce -8.8% | 77,471 | $901K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 77,319 | $899K |
| North Ground Capital | 0.44% | Add +11.6% | 76,342 | $888K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -8.6% | 75,789 | $881K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 75,334 | $876K |
| Whipplewood Advisors, LLC | 0.56% | Reduce -0.4% | 74,893 | $871K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -4.7% | 73,413 | $854K |
| FLC Capital Advisors | 0.15% | No change | 70,446 | $819K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.3% | 69,849 | $812K |
| Pursuit Wealth Strategies, LLC | 1.13% | — | 69,422 | $807K |
| CoreCap Advisors, LLC | 0.03% | Add +11.6% | 68,581 | $798K |
| Naples Global Advisors, LLC | 0.06% | Reduce -0.7% | 67,806 | $789K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.8% | 65,209 | $758K |
| Comerica Bank | 0.00% | Add +68.0% | 62,999 | $733K |
| Founders Financial Alliance, LLC | 0.13% | Add +1.9% | 57,946 | $674K |
| Cerity Partners LLC | 0.00% | Add +22.3% | 57,275 | $666K |
| Kovack Advisors, Inc. | 0.03% | New | 57,117 | $664K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +2.4% | 57,079 | $664K |
| Stephens Inc. | 0.01% | Reduce -6.1% | 56,975 | $663K |
| Lifetime Wealth Management P.C. | 0.41% | — | 56,000 | $651K |
| Altus Wealth Group LLC | 0.25% | No change | 53,685 | $624K |
| Myecfo, LLC | 0.26% | No change | 53,200 | $619K |
| Harbour Investments, Inc. | 0.01% | Add +1.0% | 52,237 | $608K |
| Rothschild Wealth LLC | 0.06% | No change | 52,096 | $606K |
| Benjamin Edwards Inc. | 0.01% | Add +1.3% | 51,763 | $602K |
| Focus Partners Wealth | 0.00% | New | 51,319 | $597K |
| HUB Investment Partners, LLC | 0.02% | New | 48,894 | $569K |
| Destiny Wealth Partners, LLC | 0.06% | Add +7.2% | 47,943 | $551K |
| Realta Investment Advisors | 0.18% | No change | 46,752 | $544K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -14.1% | 44,509 | $518K |
| Rinkey Investments | 0.13% | New | 43,500 | $506K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.7% | 42,982 | $500K |
| Glen Eagle Advisors, LLC | 0.07% | Add +27.3% | 42,526 | $495K |
| AlphaCore Capital LLC | 0.01% | Add +17.5% | 41,674 | $485K |
| WCG Wealth Advisors LLC | 0.01% | Add +8.9% | 40,870 | $475K |
| GeoWealth Management, LLC | 0.02% | Reduce -11.4% | 40,689 | $473K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -11.4% | 40,689 | $473K |
| Sowell Financial Services LLC | 0.02% | Reduce -20.0% | 39,833 | $463K |
| MML Investors Services, LLC | 0.00% | Add +17.4% | 38,682 | $450K |
| Farther Finance Advisors, LLC | 0.00% | Add +65.7% | 37,885 | $441K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -24.6% | 37,000 | $430K |
| Essential Investment Partners LLC | 0.38% | — | 34,500 | $401K |
| Independent Financial Group, LLC | 0.01% | Add +18.6% | 34,194 | $398K |
| Rock Point Advisors, LLC | 0.10% | Reduce -10.3% | 34,090 | $396K |
| Susquehanna International Group, LLP | 0.00% | New | 33,984 | $395K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.2% | 32,787 | $381K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 32,689 | $380K |
| Evolve Private Wealth, LLC | 0.02% | — | 32,600 | $379K |
| Successful Portfolios LLC | 0.19% | Add +6.8% | 31,559 | $370K |
| Mystic Asset Management, Inc. | 0.08% | No change | 31,666 | $368K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.4% | 30,212 | $351K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 28,833 | $335K |
| Capital & Planning, LLC | 1.51% | Reduce -77.8% | 28,000 | $326K |
| Belpointe Asset Management LLC | 0.01% | No change | 27,884 | $324K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $319K |
| Artesa Financial Group, LLC | 0.32% | — | 27,093 | $315K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 27,087 | $315K |
| Allworth Financial LP | 0.00% | Add +13.1% | 27,086 | $315K |
| Summit Financial, LLC | 0.00% | Add +20.5% | 26,926 | $313K |
| Balefire, LLC | 0.06% | Add +21.1% | 26,743 | $311K |
| Caitlin John, LLC | 0.20% | Reduce -13.6% | 26,600 | $309K |
| US Bancorp \de | 0.00% | No change | 26,180 | $304K |
| First Trust Advisors LP | 0.00% | Add +3.2% | 25,739 | $299K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 25,729 | $299K |
| Northern Trust Corp. | 0.00% | Reduce -30.6% | 25,483 | $296K |
| URS Advisory LLC | 0.24% | — | 25,078 | $292K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 24,000 | $279K |
| World Investment Advisors | 0.00% | Add +66.5% | 23,644 | $275K |
| Leisure Capital Management | 0.09% | No change | 23,418 | $272K |
| Shufro Rose & Co. LLC | 0.02% | Add +19.2% | 23,243 | $270K |
| Dakota Wealth Management | 0.00% | Reduce -44.8% | 22,790 | $265K |
| Two Sigma Securities, LLC | 0.04% | New | 22,421 | $261K |
| MSH Capital Advisors LLC | 0.05% | New | 21,620 | $251K |
| Peddock Capital Advisors, LLC | 0.05% | Reduce -50.9% | 21,425 | $249K |
| Pointe Capital Management LLC | 0.12% | No change | 21,015 | $244K |
| Kuhn & Co Investment Counsel | 0.15% | No change | 19,882 | $231K |
| Seelaus Asset Management LLC | 0.18% | Add +4.5% | 19,650 | $229K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Add +4.0% | 19,453 | $226K |
| Harmony Asset Management LLC | 0.08% | Reduce -20.6% | 19,300 | $224K |
| Virtue Asset Management LLC | 0.18% | No change | 19,276 | $224K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.9% | 19,229 | $224K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.09% | Add +0.1% | 19,172 | $223K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 19,041 | $221K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 18,982 | $221K |
| Keybank National Association | 0.00% | No change | 18,763 | $218K |
| Great Lakes Retirement, Inc. | 0.02% | New | 18,736 | $218K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -18.2% | 18,637 | $217K |
| Clear Creek Financial Management, LLC | 0.02% | Add +54.9% | 18,322 | $213K |
| Sigma Planning Corp | 0.01% | Reduce -3.8% | 18,234 | $212K |
| Mezzasalma Advisors, LLC | 0.05% | Add +2.2% | 18,178 | $212K |
| Global Retirement Partners, LLC | 0.00% | Add +766.7% | 18,200 | $212K |
| AE Wealth Management LLC | 0.00% | Add +3.8% | 18,005 | $209K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $206K |
| Advisory Services Network, LLC | 0.00% | Reduce -15.6% | 17,560 | $204K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +29.8% | 17,525 | $204K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -6.3% | 16,914 | $197K |
| Lantz Financial LLC | 0.04% | New | 16,663 | $194K |
| Sovereign Financial Group, Inc. | 0.03% | Add +1.9% | 16,549 | $192K |
| Barry Investment Advisors, LLC | 0.04% | Reduce -4.8% | 16,416 | $191K |
| Summit Financial Wealth Advisors, LLC | 0.03% | Reduce -10.9% | 16,400 | $191K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -8.9% | 15,739 | $183K |
| RFG Advisory, LLC | 0.00% | No change | 15,733 | $183K |
| Titiun Yejiel | 0.22% | — | 15,425 | $179K |
| Sunbelt Securities, Inc. | 0.01% | Add +2.1% | 15,379 | $179K |
| Element Wealth, LLC | 0.07% | Reduce -11.5% | 15,331 | $178K |
| Sightline Wealth Advisors, LLC | 0.07% | New | 14,984 | $174K |
| AQR Capital Management | 0.00% | New | 14,810 | $172K |
| Apeiron RIA LLC | 0.03% | No change | 14,808 | $172K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.7% | 14,702 | $171K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.5% | 14,691 | $171K |
| Rothschild Investment LLC | 0.01% | No change | 14,469 | $168K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.8% | 14,268 | $166K |
| Capital Squared Financial LLC | 0.13% | Add +2.4% | 14,188 | $165K |
| Choreo, LLC | 0.00% | Reduce -74.4% | 13,947 | $164K |
| Curi Capital, LLC | 0.00% | No change | 14,062 | $164K |
| Mgo One Seven LLC | 0.00% | Reduce -2.6% | 13,797 | $160K |
| Insight Wealth Strategies, LLC | 0.02% | Add +2.4% | 13,785 | $160K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -13.1% | 13,735 | $160K |
| Citizens National Bank Trust Department | 0.03% | Add +10.5% | 13,700 | $159K |
| Plan Group Financial, LLC | 0.04% | No change | 13,588 | $158K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,253 | $154K |
| Sfmg, LLC | 0.01% | No change | 13,049 | $152K |
| Ancora Advisors LLC | 0.00% | Reduce -8.4% | 12,956 | $151K |
| Closed-End Fund Advisors, Inc. | 0.09% | — | 12,608 | $147K |
| Wealth Management Associates, Inc. | 0.05% | Add +0.4% | 12,517 | $146K |
| Verus Capital Partners, LLC | 0.01% | Reduce -16.7% | 12,500 | $145K |
| Hilltop Holdings Inc. | 0.01% | Reduce -27.4% | 12,298 | $143K |
| Tiaa Trust, National Association | 0.00% | New | 12,217 | $142K |
| SMH Capital Advisors Inc. | 0.29% | No change | 12,201 | $142K |
| Snowden Capital Advisors LLC | 0.00% | No change | 12,038 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.8% | 11,964 | $139K |
| Engineers Gate Manager LP | 0.00% | New | 11,952 | $139K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -10.7% | 11,793 | $137K |
| Uptown Financial Advisors LLC | 0.11% | No change | 11,499 | $134K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.4% | 11,436 | $133K |
| Wedbush Securities Inc. | 0.00% | Reduce -12.5% | 11,345 | $132K |
| Park Avenue Securities LLC | 0.00% | Reduce -46.4% | 11,340 | $132K |
| Total Clarity Wealth Management, Inc. | 0.03% | No change | 11,318 | $132K |
| EP Wealth Advisors, LLC | 0.00% | — | 11,047 | $128K |
| Clean Yield Group | 0.04% | No change | 10,971 | $128K |
| Foster Group, Inc. | 0.00% | New | 10,719 | $125K |
| Riverstone Advisors, LLC | 0.06% | Add +2.4% | 10,538 | $123K |
| Sheets Smith Wealth Management | 0.01% | New | 10,500 | $122K |
| Quantinno Capital Management LP | 0.00% | No change | 10,500 | $122K |
| Keystone Financial Group | 0.01% | New | 10,359 | $120K |
| Manske Wealth Management | 0.04% | Reduce -12.4% | 10,204 | $119K |
| Future Financial Wealth Managment LLC | 0.08% | No change | 10,000 | $117K |
| Maridea Wealth Management LLC | 0.02% | New | 10,020 | $117K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 10,000 | $116K |
| Centaurus Financial, Inc. | 0.00% | No change | 8,780 | $102K |
| Hollencrest Capital Management | 0.00% | Reduce -38.3% | 8,100 | $94K |
| Camelot Portfolios, LLC | 0.06% | Reduce -24.7% | 8,027 | $93K |
| Jones Financial Companies LLLP | 0.00% | Add +3.4% | 7,688 | $89K |
| Private Trust Co. NA | 0.01% | No change | 7,338 | $85K |
| Lanark Financial, Inc. | 0.01% | No change | 7,237 | $84K |
| Webster Bank, N. A. | 0.01% | No change | 6,893 | $80K |
| CX Institutional | 0.00% | Add +1.8% | 6,884 | $80K |
| Caldwell Trust Co | 0.01% | Add +32.7% | 6,473 | $75K |
| Chung Wu Investment Group, LLC | 0.06% | No change | 6,000 | $70K |
| Founders Capital Management | 0.03% | No change | 5,500 | $64K |
| SJS Investment Consulting Inc. | 0.01% | Add +2.4% | 4,925 | $57K |
| MAI Capital Management | 0.00% | Add +1.1% | 4,797 | $56K |
| Cwm, LLC | 0.00% | Add +13.9% | 3,751 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 3,772 | $44K |
| Cornerstone Planning Group LLC | 0.01% | Add +3.9% | 3,729 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,195 | $37K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $37K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -36.7% | 2,975 | $35K |
| Entrust Financial LLC | 0.02% | — | 2,727 | $32K |
| Noble Wealth Management PBC | 0.02% | New | 2,675 | $31K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 2,445 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.4% | 2,299 | $27K |
| Basepoint Wealth LLC | 0.02% | New | 2,205 | $26K |
| Arax Advisory Partners | 0.00% | No change | 2,155 | $25K |
| Montag A & Associates Inc. | 0.00% | No change | 2,120 | $25K |
| Turning Point Benefit Group, Inc. | 0.01% | No change | 2,084 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,910 | $22K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,630 | $19K |
| DV Equities, LLC | 0.00% | — | 1,600 | $19K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,550 | $18K |
| Capital Analysts, LLC | 0.00% | Add +2.4% | 1,577 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,515 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,500 | $17K |
| Towne Trust Company, N.A | 0.01% | New | 1,486 | $17K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,200 | $14K |
| Crews Bank & Trust | 0.00% | No change | 1,015 | $12K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,000 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2.4% | 958 | $11K |
| Hilltop National Bank | 0.00% | No change | 948 | $11K |
| Navalign, LLC | 0.00% | New | 885 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 756 | $9K |
| Larson Financial Group LLC | 0.00% | Add +39.5% | 724 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 645 | $8K |
| Motco | 0.00% | No change | 636 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 583 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 566 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 500 | $6K |
| Eastern Bank | 0.00% | No change | 481 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -80.8% | 290 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 240 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 195 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 108 | $1K |
| Assetmark, Inc. | 0.00% | New | 99 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 50 | $584 |
"% 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.