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Nuveen CA Amt-Fr Muni Inc (XNCMX)

CUSIP: 670651108 | US | 285 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.483,245
0.1% of portfolio›$5.1M
LPL Financial LLC304,202
0.0% of portfolio›$3.2M
DKM Wealth Management, Inc.264,743
1.8% of portfolio›$2.8M
Wedbush Securities Inc96,081
0.0% of portfolio›$1.0K
D.A. Davidson & Co.69,806
0.0% of portfolio›$735.1K
J.W. Cole Advisors, Inc.66,000
0.0% of portfolio›$695.0K
DWR Wealth Management, LLC64,385
0.5% of portfolio›$676.7K
Rareview Capital LLC58,949
0.3% of portfolio›$620.7K
Mather Group, Llc.49,582
0.0% of portfolio›$522.1K
Blue Zone Wealth Advisors, LLC42,072
0.1% of portfolio›$443.0K
Diligent Investors, LLC41,211
0.1% of portfolio›$434.0K
PNC Financial Services Group, Inc.40,618
0.0% of portfolio›$427.7K
Sovran Advisors, LLC31,000
0.0% of portfolio›$347.2K
Ehrlich Financial Group30,929
0.2% of portfolio›$325.7K
Creative Planning30,246
0.0% of portfolio›$318.5K
Independent Financial Group, LLC28,955
0.0% of portfolio›$304.9K
Lazari Capital Management, Inc.28,761
0.1% of portfolio›$302.9K
Pacific Wealth Strategies Group, Inc.26,000
0.1% of portfolio›$273.8K
Castle Rock Wealth Management, LLC24,192
0.0% of portfolio›$255.7K
Fifth Third Bancorp23,863
0.0% of portfolio›$251.3K
Perigon Wealth Management, LLC23,070
0.0% of portfolio›$242.9K
Wealth Enhancement Advisory Services, LLC23,000
0.0% of portfolio›$239.2K
Commonwealth Equity Services, LLC22,522
0.0% of portfolio›$237.2K
Tortuga Wealth Management, Inc20,600
0.2% of portfolio›$216.9K
Farther Finance Advisors, LLC18,506
0.0% of portfolio›$194.9K
Core Wealth Partners LLC18,425
0.1% of portfolio›$194.0K
Lyell Wealth Management, LP13,714
0.0% of portfolio›$144.4K
Wolverine Asset Management LLC13,029
0.0% of portfolio›$137.2K
Maia Wealth LLC12,848
0.0% of portfolio›$135.3K
Peterson Wealth Management2,711
0.0% of portfolio›$28.5K
Golden State Wealth Management, LLC2,064
0.0% of portfolio›$21.7K
Wolff Wiese Magana LLC1,500
0.0% of portfolio›$15.8K
FNY Investment Advisers, LLC900
0.0% of portfolio›$9
1620 Investment Advisors, Inc.536
0.0% of portfolio›$5.6K
Highline Wealth Partners LLC524
0.0% of portfolio›$5.5K
Citigroup Inc3
0.0% of portfolio›$32
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
483,245$5.1M0.1%ValueMediumParsippany, NJ2026-10-13
LPL Financial LLC
304,202$3.2M0.0%IndexVery LowFort Mill, SC2026-11-06
DKM Wealth Management, Inc.
264,743$2.8M1.8%YieldVery LowStockton, CA2026-10-09
Wedbush Securities Inc
96,081$1.0K0.0%CoreLowPasadena, CA2026-10-22
D.A. Davidson & Co.
69,806$735.1K0.0%CoreLowGreat Falls, MT2026-10-28
J.W. Cole Advisors, Inc.
66,000$695.0K0.0%IndexLowTampa, FL2026-11-05
DWR Wealth Management, LLC
64,385$676.7K0.5%ETFLowSan Jose, CA2026-10-13
Rareview Capital LLC
58,949$620.7K0.3%YieldMediumLas Vegas, NV2026-11-05
Mather Group, Llc.
49,582$522.1K0.0%ETFMediumChicago, IL2026-10-14
Blue Zone Wealth Advisors, LLC
42,072$443.0K0.1%MomentumLowLos Angeles, CA2026-10-19
Diligent Investors, LLC
41,211$434.0K0.1%CoreLowRedlands, CA2026-10-21
PNC Financial Services Group, Inc.
40,618$427.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Sovran Advisors, LLC
31,000$347.2K0.0%ETFMediumSan Diego, CA2026-11-02
Ehrlich Financial Group
30,929$325.7K0.2%ETFHighLaguna Niguel, CA2026-10-20
Creative Planning
30,246$318.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Independent Financial Group, LLC
28,955$304.9K0.0%GrowthLowSan Diego, CA2026-10-13
Lazari Capital Management, Inc.
28,761$302.9K0.1%GrowthLowBurbank, CA2026-10-20
Pacific Wealth Strategies Group, Inc.
26,000$273.8K0.1%ETFMediumSanta Barbara, CA2026-11-02
Castle Rock Wealth Management, LLC
24,192$255.7K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Fifth Third Bancorp
23,863$251.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Perigon Wealth Management, LLC
23,070$242.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
23,000$239.2K0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
22,522$237.2K0.0%ETFLowWaltham, MA2026-11-02
Tortuga Wealth Management, Inc
20,600$216.9K0.2%CoreLowTorrance, CA2026-10-27
Farther Finance Advisors, LLC
18,506$194.9K0.0%IndexLowSan Francisco, CA2026-10-08
Core Wealth Partners LLC
18,425$194.0K0.1%GrowthLowSanta Rosa, CA2026-11-02
Lyell Wealth Management, LP
13,714$144.4K0.0%GrowthLowMenlo Park, CA2026-10-30
Wolverine Asset Management LLC
13,029$137.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Maia Wealth LLC
12,848$135.3K0.0%ETFMediumDenver, CO2026-10-19
Peterson Wealth Management
2,711$28.5K0.0%ETFMediumSparks, NV2026-11-06
Golden State Wealth Management, LLC
2,064$21.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Wolff Wiese Magana LLC
1,500$15.8K0.0%GrowthLowCarslbad, CA2026-10-15
FNY Investment Advisers, LLC
900$90.0%GrowthVery HighNew York, NY2026-10-16
1620 Investment Advisors, Inc.
536$5.6K0.0%ValueLowPlymouth, MA2026-11-04
Highline Wealth Partners LLC
524$5.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Citigroup Inc
3$320.0%CoreMediumNew York, NY2026-11-04