Nuveen Amt-FR QLTY MuniXNEAX
13F holders, Q1 2026 (March 31)301holders +9
39new positions
29sold out
$11.23avg. 13F price*
At the end of Q1 2026, 301 institutions reported holding Nuveen Amt-FR QLTY Muni Inc. (XNEAX) in their 13F filings, up 9 from Q4 2025. 39 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($111.3M), Guggenheim Capital LLC ($35.0M) and Raymond James Financial Inc. ($33.8M).
- Company
- Nuveen Amt-FR QLTY Muni Inc.
- CUSIP
- 670657105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $12.2M |
| Exits | 29 | $50.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,183,681 shares bought and 5,585,817 shares sold, net −1,402,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Morgan Stanley | 0.01% | Add +2.2% | 9,909,270 | $111.3M |
| Guggenheim Capital LLC | 0.28% | Add +26.0% | 3,112,598 | $35.0M |
| Raymond James Financial Inc. | 0.01% | Add +15.8% | 3,006,210 | $33.8M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 2,781,673 | $31.2M |
| Hennion & Walsh Asset Management, Inc. | 0.66% | Reduce -0.8% | 1,758,842 | $19.8M |
| UBS Group AG | 0.00% | Reduce -3.4% | 1,734,834 | $19.5M |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 1,531,576 | $17.2M |
| LPL Financial LLC | 0.00% | Add +23.7% | 1,447,515 | $16.3M |
| McGowan Group Asset Management, Inc. | 2.04% | Add +1.3% | 1,428,679 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 1,330,531 | $14.9M |
| Van Eck Associates Corp. | 0.01% | Reduce -4.8% | 1,319,929 | $14.8M |
| Stifel Financial Corp. | 0.01% | Add +6.4% | 1,088,329 | $12.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 1,066,957 | $12.0M |
| Congress Park Capital LLC | 2.93% | Reduce -10.1% | 850,000 | $9.5M |
| Melone Private Wealth, LLC | 3.26% | Add +9.2% | 711,737 | $8.0M |
| Eagle Bluffs Wealth Management LLC | 2.99% | Add +5.3% | 678,395 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.2% | 674,328 | $7.6M |
| Byrne Financial Freedom, LLC | 3.45% | Reduce -1.0% | 642,062 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +22.2% | 572,063 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +3.6% | 541,993 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 444,556 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +59.4% | 439,599 | $5.0M |
| Sit Investment Associates Inc. | 0.09% | Reduce -18.5% | 411,729 | $4.6M |
| Cresta Advisors, Ltd. | 1.77% | Add +43.0% | 385,647 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.1% | 379,232 | $4.3M |
| Palogic Value Management, L.P. | 1.89% | Add +2.4% | 377,558 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.4% | 361,962 | $4.1M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -4.7% | 323,491 | $3.6M |
| Cohen & Steers, Inc. | 0.01% | Reduce -4.7% | 304,711 | $3.4M |
| Cura Wealth Advisors, LLC | 1.52% | Reduce -1.6% | 302,000 | $3.4M |
| Horizon Kinetics Asset Management LLC | 0.04% | Add +0.4% | 296,306 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -6.4% | 292,866 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +28.5% | 292,345 | $3.3M |
| Leo Wealth, LLC | 0.23% | Add +22.3% | 283,141 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 280,902 | $3.2M |
| &partners | 0.01% | Add +1.0% | 265,331 | $3.0M |
| Jupiter Wealth Management LLC | 1.10% | New | 240,237 | $2.8M |
| Kim, LLC | 0.92% | No change | 243,700 | $2.7M |
| Gill Capital Partners, LLC | 0.78% | Reduce -0.7% | 241,902 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 239,884 | $2.7M |
| Evoke Wealth, LLC | 0.05% | Reduce -7.3% | 236,500 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +1.8% | 227,460 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +0.3% | 220,589 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 214,086 | $2.4M |
| Intellectus Partners, LLC | 0.47% | Add +3.1% | 203,623 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 200,103 | $2.2M |
| Fiera Capital Corp | 0.01% | New | 198,441 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +272.9% | 194,806 | $2.2M |
| Wakefield Asset Management LLLP | 0.53% | Add +8.7% | 179,250 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -20.7% | 179,070 | $2.0M |
| Spire Wealth Management | 0.06% | Add +14.2% | 168,726 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.7% | 164,300 | $1.8M |
| Tyche Wealth Partners LLC | 0.28% | Add +0.6% | 162,878 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +0.0% | 157,081 | $1.8M |
| Ibex Wealth Advisors | 0.16% | Reduce -3.0% | 151,497 | $1.7M |
| Kercheville Advisors, LLC | 0.52% | Add +3.3% | 146,035 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.2% | 144,326 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Reduce -18.7% | 140,529 | $1.6M |
| Gridiron Partners, LLC | 0.96% | Reduce -17.7% | 139,848 | $1.6M |
| Breakwater Capital Group | 0.20% | Reduce -0.6% | 136,162 | $1.5M |
| Capital & Planning, LLC | 0.90% | Add +373.4% | 132,545 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -43.5% | 131,600 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 131,883 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +1.1% | 123,680 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.0% | 122,844 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | Add +16.8% | 121,676 | $1.4M |
| Abel Hall, LLC | 0.29% | No change | 120,000 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +5.1% | 119,057 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +11.2% | 117,045 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 115,520 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.1% | 112,207 | $1.3M |
| Silverlake Wealth Management LLC | 0.26% | Add +3.2% | 108,120 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -9.3% | 103,556 | $1.2M |
| Avior Wealth Management, LLC | 0.03% | Add +2.2% | 101,823 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +48.4% | 101,757 | $1.1M |
| Mariner, LLC | 0.00% | Add +31.1% | 101,603 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +4.5% | 98,816 | $1.1M |
| Creative Planning | 0.00% | Add +1.8% | 96,653 | $1.1M |
| Childress Capital Advisors, LLC | 0.19% | No change | 96,000 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +6.9% | 94,267 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +0.5% | 94,092 | $1.1M |
| Concorde Asset Management, LLC | 0.51% | Reduce -6.5% | 92,009 | $1.0M |
| Accredited Investor Services, LLC | 0.64% | Add +7.8% | 88,457 | $993K |
| Summit Trail Advisors, LLC | 0.01% | New | 86,784 | $975K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.5% | 86,285 | $969K |
| Susquehanna International Group, LLP | 0.00% | Add +152.0% | 85,636 | $962K |
| Cary Street Partners Financial LLC | 0.02% | Add +15.4% | 84,715 | $951K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 78,967 | $887K |
| Kingsview Wealth Management, LLC | 0.01% | Add +18.9% | 77,505 | $870K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -10.0% | 74,608 | $838K |
| Whipplewood Advisors, LLC | 0.43% | Reduce -0.8% | 74,281 | $834K |
| Integrity Wealth Partners, LLC | 0.74% | — | 73,386 | $824K |
| Uniting Wealth Partners, LLC | 0.17% | New | 70,114 | $792K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 69,882 | $785K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.6% | 67,791 | $761K |
| Broyhill Asset Management, LLC | 0.74% | Reduce -27.4% | 67,017 | $753K |
| Naples Global Advisors, LLC | 0.05% | Reduce -2.0% | 66,431 | $751K |
| Founders Financial Alliance, LLC | 0.13% | Add +11.9% | 64,839 | $728K |
| FLC Capital Advisors | 0.13% | Reduce -8.5% | 64,446 | $724K |
| Pursuit Wealth Strategies, LLC | 0.92% | Reduce -14.7% | 59,234 | $665K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +1.2% | 57,740 | $648K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.6% | 56,749 | $639K |
| Destiny Wealth Partners, LLC | 0.07% | Add +14.5% | 54,911 | $617K |
| Altus Wealth Group LLC | 0.25% | No change | 53,685 | $603K |
| Lifetime Wealth Management P.C. | 0.35% | Reduce -4.5% | 53,500 | $601K |
| Myecfo, LLC | 0.25% | No change | 53,200 | $597K |
| Wealth Alliance Advisory Group, LLC | 0.09% | Add +176.7% | 52,682 | $592K |
| Rothschild Wealth LLC | 0.05% | No change | 52,096 | $585K |
| Benjamin Edwards Inc. | 0.01% | No change | 51,763 | $581K |
| Wealth Care LLC | 0.50% | — | 50,000 | $562K |
| Focus Partners Wealth | 0.00% | Reduce -3.0% | 49,768 | $559K |
| Realta Investment Advisors | 0.18% | No change | 46,752 | $525K |
| Cerity Partners LLC | 0.00% | Reduce -20.3% | 45,635 | $512K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +1.4% | 45,108 | $507K |
| Fifth Third Bancorp | 0.00% | New | 44,239 | $497K |
| Rinkey Investments | 0.12% | No change | 43,500 | $489K |
| WCG Wealth Advisors LLC | 0.01% | No change | 40,870 | $459K |
| HUB Investment Partners, LLC | 0.01% | Reduce -16.6% | 40,787 | $458K |
| Sowell Financial Services LLC | 0.02% | Add +0.1% | 39,862 | $448K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +53.4% | 39,467 | $443K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.5% | 38,091 | $435K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -9.4% | 38,509 | $432K |
| Clear Creek Financial Management, LLC | 0.03% | Add +107.3% | 37,991 | $427K |
| AlphaCore Capital LLC | 0.01% | Reduce -9.5% | 37,713 | $426K |
| CENTRAL TRUST Co | 0.01% | New | 37,000 | $416K |
| Essential Investment Partners LLC | 0.36% | No change | 34,500 | $387K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 34,367 | $386K |
| Rock Point Advisors, LLC | 0.10% | No change | 34,090 | $383K |
| US Bancorp \de | 0.00% | Add +29.7% | 33,966 | $381K |
| MML Investors Services, LLC | 0.00% | Reduce -13.4% | 33,495 | $376K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 32,689 | $367K |
| Evolve Private Wealth, LLC | 0.02% | No change | 32,600 | $366K |
| Mystic Asset Management, Inc. | 0.08% | No change | 31,666 | $356K |
| Chapin Davis, Inc. | 0.08% | New | 30,705 | $345K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -7.1% | 30,470 | $342K |
| Nomura Holdings Inc. | 0.00% | New | 30,000 | $337K |
| Successful Portfolios LLC | 0.18% | Reduce -6.3% | 29,559 | $329K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 28,833 | $324K |
| Summit Financial, LLC | 0.00% | Add +5.4% | 28,381 | $321K |
| URS Advisory LLC | 0.23% | Add +13.6% | 28,480 | $320K |
| Alliancebernstein L.P. | 0.00% | No change | 27,399 | $319K |
| Virtu Financial LLC | 0.01% | New | 28,071 | $315K |
| Belpointe Asset Management LLC | 0.01% | No change | 27,884 | $313K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.8% | 27,845 | $313K |
| Allworth Financial LP | 0.00% | Add +0.3% | 27,158 | $305K |
| Artesa Financial Group, LLC | 0.29% | Add +0.1% | 27,132 | $305K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 27,087 | $304K |
| Balefire, LLC | 0.06% | Add +1.2% | 27,052 | $304K |
| First Trust Advisors LP | 0.00% | Add +2.0% | 26,266 | $295K |
| Moors & Cabot, Inc. | 0.01% | Add +30.2% | 25,042 | $281K |
| Tower Bridge Advisors | 0.03% | New | 24,629 | $277K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 24,000 | $270K |
| MSH Capital Advisors LLC | 0.06% | Add +9.9% | 23,770 | $267K |
| Aberdeen Wealth Management LLC | 0.12% | New | 23,554 | $265K |
| Leisure Capital Management | 0.09% | No change | 23,418 | $263K |
| Harmony Asset Management LLC | 0.08% | Add +21.2% | 23,400 | $263K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 23,217 | $261K |
| Curi Capital, LLC | 0.00% | Add +64.0% | 23,062 | $261K |
| Indiana Trust & Investment Management Co | 0.08% | Reduce -75.9% | 23,000 | $258K |
| Northern Trust Corp. | 0.00% | Reduce -10.6% | 22,781 | $256K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +29.7% | 22,725 | $255K |
| CIBC Bancorp USA Inc. | 0.00% | — | 22,696 | $255K |
| Retirement Planning Group, LLC | 0.01% | New | 21,578 | $242K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -7.5% | 21,500 | $241K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 21,425 | $241K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 21,075 | $237K |
| Pointe Capital Management LLC | 0.12% | No change | 21,015 | $236K |
| Quantinno Capital Management LP | 0.00% | Add +98.8% | 20,877 | $234K |
| Keystone Financial Group | 0.02% | Add +96.5% | 20,359 | $229K |
| Independent Advisor Alliance | 0.00% | New | 20,159 | $226K |
| New England Private Wealth Advisors LLC | 0.03% | New | 20,000 | $225K |
| Kuhn & Co Investment Counsel | 0.14% | No change | 19,882 | $223K |
| Wedbush Securities Inc. | 0.01% | Add +74.3% | 19,779 | $222K |
| Seelaus Asset Management LLC | 0.16% | No change | 19,650 | $221K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Add +0.5% | 19,553 | $220K |
| AE Wealth Management LLC | 0.00% | Add +7.4% | 19,343 | $217K |
| Virtue Asset Management LLC | 0.18% | No change | 19,276 | $216K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.09% | Add +0.0% | 19,180 | $215K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 18,982 | $213K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 18,736 | $212K |
| Keybank National Association | 0.00% | No change | 18,763 | $211K |
| Sigma Planning Corp | 0.01% | Add +1.9% | 18,581 | $209K |
| Mezzasalma Advisors, LLC | 0.05% | Add +1.1% | 18,377 | $206K |
| Sovereign Financial Group, Inc. | 0.04% | Add +9.1% | 18,051 | $203K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +5.8% | 17,892 | $201K |
| Wealthspire Advisors, LLC | 0.00% | Add +21.1% | 17,802 | $200K |
| Bar Harbor Wealth Management | 0.01% | No change | 17,711 | $199K |
| World Investment Advisors | 0.00% | Reduce -25.2% | 17,682 | $199K |
| Advisory Services Network, LLC | 0.00% | No change | 17,560 | $197K |
| Rothschild Investment LLC | 0.01% | Add +17.5% | 17,007 | $191K |
| Arax Advisory Partners | 0.01% | Add +686.1% | 16,940 | $190K |
| Two Sigma Securities, LLC | 0.02% | Reduce -24.8% | 16,868 | $189K |
| Lantz Financial LLC | 0.04% | No change | 16,663 | $187K |
| Sunbelt Securities, Inc. | 0.01% | Add +7.5% | 16,529 | $186K |
| Barry Investment Advisors, LLC | 0.04% | No change | 16,416 | $185K |
| Strategic Financial Concepts, LLC | 0.05% | New | 16,405 | $184K |
| Boothbay Fund Management, LLC | 0.00% | New | 16,045 | $180K |
| Caitlin John, LLC | 0.11% | Reduce -39.9% | 16,000 | $180K |
| Altfest L J & Co. Inc. | 0.02% | No change | 15,739 | $177K |
| RFG Advisory, LLC | 0.00% | No change | 15,733 | $177K |
| Western Wealth Management, LLC | 0.01% | New | 15,467 | $174K |
| Titiun Yejiel | 0.18% | No change | 15,425 | $173K |
| Element Wealth, LLC | 0.07% | No change | 15,331 | $172K |
| Hilltop Holdings Inc. | 0.02% | Add +24.5% | 15,308 | $172K |
| Sightline Wealth Advisors, LLC | 0.07% | Add +1.1% | 15,157 | $170K |
| Dakota Wealth Management | 0.00% | Reduce -34.5% | 14,923 | $168K |
| Apeiron RIA LLC | 0.04% | No change | 14,808 | $166K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -82.3% | 14,755 | $166K |
| Verus Capital Partners, LLC | 0.01% | Add +16.0% | 14,500 | $163K |
| TCP Asset Management, LLC | 0.02% | New | 14,370 | $161K |
| D.A. Davidson & Co. | 0.00% | Add +0.3% | 14,306 | $161K |
| Summit Financial Wealth Advisors, LLC | 0.02% | Reduce -13.1% | 14,250 | $160K |
| Insight Wealth Strategies, LLC | 0.02% | Add +1.2% | 13,946 | $157K |
| Apollon Wealth Management, LLC | 0.00% | No change | 13,735 | $154K |
| Citizens National Bank Trust Department | 0.03% | No change | 13,700 | $154K |
| Plan Group Financial, LLC | 0.04% | No change | 13,588 | $153K |
| Gateway Wealth Partners, LLC | 0.01% | New | 13,250 | $149K |
| LaSalle St. Investment Advisors, LLC | 0.02% | New | 13,128 | $147K |
| Sfmg, LLC | 0.01% | No change | 13,049 | $147K |
| Snowden Capital Advisors LLC | 0.00% | Add +7.3% | 12,912 | $146K |
| Wealth Management Associates, Inc. | 0.05% | Add +0.2% | 12,545 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 12,012 | $135K |
| Calamos Wealth Management LLC | 0.00% | New | 12,000 | $135K |
| Calamos Advisors LLC | 0.00% | New | 12,000 | $135K |
| Toth Financial Advisory Corp. | 0.01% | Add +1.2% | 11,930 | $134K |
| SMH Capital Advisors Inc. | 0.37% | Reduce -3.3% | 11,798 | $132K |
| Ancora Advisors LLC | 0.00% | Reduce -9.3% | 11,745 | $132K |
| Manske Wealth Management | 0.04% | Add +14.1% | 11,638 | $131K |
| Capital Squared Financial LLC | 0.10% | Reduce -18.6% | 11,544 | $130K |
| Uptown Financial Advisors LLC | 0.10% | No change | 11,499 | $129K |
| Maridea Wealth Management LLC | 0.02% | Add +14.3% | 11,449 | $129K |
| Total Clarity Wealth Management, Inc. | 0.03% | No change | 11,318 | $127K |
| Sheets Smith Wealth Management | 0.01% | Add +7.1% | 11,250 | $126K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.7% | 11,128 | $125K |
| Clean Yield Group | 0.03% | No change | 10,971 | $123K |
| Riverstone Advisors, LLC | 0.06% | Add +1.2% | 10,660 | $120K |
| Busey Bank | 0.00% | New | 10,617 | $119K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -9.0% | 10,410 | $117K |
| Karras Company, Inc. | 0.12% | New | 10,382 | $117K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 10,000 | $115K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 10,000 | $112K |
| Hollencrest Capital Management | 0.00% | No change | 8,100 | $91K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.3% | 7,432 | $83K |
| Private Trust Co. NA | 0.01% | No change | 7,338 | $82K |
| Lanark Financial, Inc. | 0.01% | No change | 7,237 | $81K |
| CX Institutional | 0.00% | Add +1.2% | 6,964 | $78K |
| Webster Bank, N. A. | 0.01% | No change | 6,893 | $77K |
| Caldwell Trust Co | 0.01% | No change | 6,473 | $73K |
| Chung Wu Investment Group, LLC | 0.06% | No change | 6,000 | $67K |
| Founders Capital Management | 0.03% | No change | 5,500 | $62K |
| Arkos Global Advisors | 0.01% | New | 5,190 | $58K |
| SJS Investment Consulting Inc. | 0.01% | Add +1.2% | 4,982 | $56K |
| MAI Capital Management | 0.00% | Add +0.5% | 4,823 | $54K |
| FNY Investment Advisers, LLC | 0.02% | New | 4,400 | $49K |
| Cwm, LLC | 0.00% | Add +5.0% | 3,937 | $44K |
| International Assets Investment Management, LLC | 0.00% | Add +0.4% | 3,788 | $43K |
| Peterson Wealth Management | 0.02% | New | 3,806 | $43K |
| Cornerstone Planning Group LLC | 0.01% | No change | 3,729 | $43K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 3,655 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,195 | $36K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,189 | $36K |
| Noble Wealth Management PBC | 0.02% | Add +17.2% | 3,135 | $35K |
| Entrust Financial LLC | 0.02% | No change | 2,727 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.2% | 2,326 | $26K |
| Basepoint Wealth LLC | 0.01% | Add +1.2% | 2,232 | $25K |
| Hilltop National Bank | 0.01% | Add +111.9% | 2,009 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.8% | 1,799 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -29.2% | 1,732 | $19K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -43.2% | 1,691 | $19K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,630 | $18K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 1,595 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,550 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,515 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,500 | $17K |
| Towne Trust Company, N.A | 0.01% | No change | 1,486 | $17K |
| Vanguard National Trust Co | 0.00% | — | 1,331 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1,131 | $13K |
| Penserra Capital Management LLC | 0.00% | New | 1,156 | $12K |
| Crews Bank & Trust | 0.00% | No change | 1,015 | $11K |
| Heritage Wealth Advisors | 0.00% | New | 1,015 | $11K |
| Hanson & Doremus Investment Management | 0.00% | Add +86.0% | 930 | $10K |
| Community Financial Services Group, LLC | 0.00% | New | 761 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 756 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 645 | $7K |
| Motco | 0.00% | No change | 636 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 583 | $7K |
| Abound Wealth Management | 0.00% | New | 537 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -28.3% | 519 | $6K |
| Eastern Bank | 0.00% | No change | 481 | $5K |
| True Link Financial Advisors, LLC | 0.00% | New | 467 | $5K |
| Wealth Science Advisors LLC | 0.00% | New | 450 | $5K |
| Highline Wealth Partners LLC | 0.00% | Reduce -62.5% | 450 | $5K |
| Rossby Financial, LCC | 0.00% | New | 360 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 240 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 195 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 108 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -69.3% | 89 | $999 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.4% | 82 | $921 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 76 | $854 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 50 | $559 |
| Assetmark, Inc. | 0.00% | Reduce -81.8% | 18 | $202 |
"% 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.