Nuveen CA Amt-Fr Muni Inc (XNCMX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares483,245 from 427,631

Change+55,614 (+13%)

Value$5.1M (-$269.6K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares304,202 from 305,531

Change-1,329 (0%)

Value$3.2M (-$625.1K)

Filed 2026-11-06

DKM Wealth Management, Inc.

INCREASED

Shares264,743 from 212,592

Change+52,151 (+25%)

Value$2.8M (+$124.0K)

Filed 2026-10-09

Wedbush Securities Inc

INCREASED

Shares96,081 from 79,581

Change+16,500 (+21%)

Value$1.0K (-$996.0K)

Filed 2026-10-22

D.A. Davidson & Co.

INCREASED

Shares69,806 from 64,841

Change+4,965 (+8%)

Value$735.1K (-$77.4K)

Filed 2026-10-28

J.W. Cole Advisors, Inc.

UNCHANGED

Shares66,000 from 66,000

Change0 (0%)

Value$695.0K (-$132.0K)

Filed 2026-11-05

DWR Wealth Management, LLC

INCREASED

Shares64,385 from 54,138

Change+10,247 (+19%)

Value$676.7K (+$2.1K)

Filed 2026-10-13

Rareview Capital LLC

INCREASED

Shares58,949 from 58,889

Change+60 (+0%)

Value$620.7K (-$72.4K)

Filed 2026-11-05

Mather Group, Llc.

INCREASED

Shares49,582 from 47,458

Change+2,124 (+4%)

Value$522.1K (-$72.6K)

Filed 2026-10-14

Blue Zone Wealth Advisors, LLC

DECREASED

Shares42,072 from 43,703

Change-1,631 (-4%)

Value$443.0K (-$104.6K)

Filed 2026-10-19

Diligent Investors, LLC

INCREASED

Shares41,211 from 35,076

Change+6,135 (+17%)

Value$434.0K (-$5.6K)

Filed 2026-10-21

PNC Financial Services Group, Inc.

UNCHANGED

Shares40,618 from 40,618

Change0 (0%)

Value$427.7K (-$81.2K)

Filed 2026-11-06

Sovran Advisors, LLC

NEW

Shares31,000

Change+31,000

Value$347.2K

Filed 2026-11-02

Ehrlich Financial Group

INCREASED

Shares30,929 from 23,898

Change+7,031 (+29%)

Value$325.7K (+$26.2K)

Filed 2026-10-20

Creative Planning

INCREASED

Shares30,246 from 22,948

Change+7,298 (+32%)

Value$318.5K (+$31.0K)

Filed 2026-11-02

Independent Financial Group, LLC

INCREASED

Shares28,955 from 10,000

Change+18,955 (+190%)

Value$304.9K (+$179.6K)

Filed 2026-10-13

Lazari Capital Management, Inc.

UNCHANGED

Shares28,761 from 28,761

Change0 (0%)

Value$302.9K (-$57.5K)

Filed 2026-10-20

Pacific Wealth Strategies Group, Inc.

DECREASED

Shares26,000 from 28,000

Change-2,000 (-7%)

Value$273.8K (-$77.1K)

Filed 2026-11-02

Castle Rock Wealth Management, LLC

UNCHANGED

Shares24,192 from 24,192

Change0 (0%)

Value$255.7K (-$48.1K)

Filed 2026-10-09

Fifth Third Bancorp

UNCHANGED

Shares23,863 from 23,863

Change0 (0%)

Value$251.3K (-$47.7K)

Filed 2026-11-05

Perigon Wealth Management, LLC

INCREASED

Shares23,070 from 16,950

Change+6,120 (+36%)

Value$242.9K (+$30.5K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$239.2K (-$50.6K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares22,522 from 25,277

Change-2,755 (-11%)

Value$237.2K (-$79.6K)

Filed 2026-11-02

Tortuga Wealth Management, Inc

UNCHANGED

Shares20,600 from 20,600

Change0 (0%)

Value$216.9K (-$41.2K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares18,506 from 13,823

Change+4,683 (+34%)

Value$194.9K (+$22.4K)

Filed 2026-10-08

Core Wealth Partners LLC

UNCHANGED

Shares18,425 from 18,425

Change0 (0%)

Value$194.0K (-$36.9K)

Filed 2026-11-02

Lyell Wealth Management, LP

UNCHANGED

Shares13,714 from 13,714

Change0 (0%)

Value$144.4K (-$27.4K)

Filed 2026-10-30

Wolverine Asset Management LLC

NEW

Shares13,029

Change+13,029

Value$137.2K

Filed 2026-11-02

Maia Wealth LLC

UNCHANGED

Shares12,848 from 12,848

Change0 (0%)

Value$135.3K (-$25.7K)

Filed 2026-10-19

Peterson Wealth Management

INCREASED

Shares2,711 from 2,696

Change+15 (+1%)

Value$28.5K (-$5.2K)

Filed 2026-11-06

Golden State Wealth Management, LLC

UNCHANGED

Shares2,064 from 2,064

Change0 (0%)

Value$21.7K (-$4.1K)

Filed 2026-11-02

Wolff Wiese Magana LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$15.8K (-$3.0K)

Filed 2026-10-15

FNY Investment Advisers, LLC

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$9 (-$2)

Filed 2026-10-16

1620 Investment Advisors, Inc.

UNCHANGED

Shares536 from 536

Change0 (0%)

Value$5.6K (-$1.1K)

Filed 2026-11-04

Highline Wealth Partners LLC

UNCHANGED

Shares524 from 524

Change0 (0%)

Value$5.5K (-$1.0K)

Filed 2026-10-19

Citigroup Inc

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$32 (-$6)

Filed 2026-11-04

MKT Advisors LLC

CLOSED

Shares0 from 17,709

Change-17,709 (-100%)

Value$0 (-$222.4K)

Filed 2026-10-20

Tamar Securities, LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$137.8K)

Filed 2026-11-03

Private Trust Co NA

CLOSED

Shares0 from 9,000

Change-9,000 (-100%)

Value$0 (-$112.8K)

Filed 2026-10-20

LifeSteps Financial, Inc.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$9.4K)

Filed 2026-10-15

Daytona Street Capital LLC

CLOSED

Shares0 from 308

Change-308 (-100%)

Value$0 (-$3.9K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 3,318,107

Change-3,318,107 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,240,864

Change-1,240,864 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,116,107

Change-1,116,107 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 529,470

Change-529,470 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 296,330

Change-296,330 (-100%)

Value—

UBS Group AG

N/A

Shares— from 232,754

Change-232,754 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 132,000

Change-132,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 111,837

Change-111,837 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 107,606

Change-107,606 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 102,283

Change-102,283 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 96,653

Change-96,653 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 74,710

Change-74,710 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 73,594

Change-73,594 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 70,100

Change-70,100 (-100%)

Value—

Bridgewealth Advisory Group, LLC

N/A

Shares— from 53,261

Change-53,261 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 49,701

Change-49,701 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 49,686

Change-49,686 (-100%)

Value—

Apriem Advisors

N/A

Shares— from 45,436

Change-45,436 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 35,138

Change-35,138 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 34,728

Change-34,728 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 32,529

Change-32,529 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 30,650

Change-30,650 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 28,372

Change-28,372 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,909

Change-26,909 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 23,475

Change-23,475 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 22,959

Change-22,959 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 21,185

Change-21,185 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 20,791

Change-20,791 (-100%)

Value—

Peak Retirement Planning, Inc.

N/A

Shares— from 20,723

Change-20,723 (-100%)

Value—

Strait & Sound Wealth Management LLC

N/A

Shares— from 19,718

Change-19,718 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,776

Change-18,776 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 18,059

Change-18,059 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

FLC Capital Advisors

N/A

Shares— from 17,850

Change-17,850 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 17,094

Change-17,094 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,386

Change-15,386 (-100%)

Value—

McGowan Group Asset Management, Inc.

N/A

Shares— from 14,683

Change-14,683 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 14,462

Change-14,462 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 12,344

Change-12,344 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,100

Change-12,100 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 6,043

Change-6,043 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 5,822

Change-5,822 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,450

Change-3,450 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 200

Change-200 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	483,245	427,631	+55,614	+13%	$5.4M	$5.1M	-$269.6K	2026-10-13
LPL Financial LLC	DECREASED	304,202	305,531	-1,329	0%	$3.8M	$3.2M	-$625.1K	2026-11-06
DKM Wealth Management, Inc.	INCREASED	264,743	212,592	+52,151	+25%	$2.7M	$2.8M	+$124.0K	2026-10-09
Wedbush Securities Inc	INCREASED	96,081	79,581	+16,500	+21%	$997.0K	$1.0K	-$996.0K	2026-10-22
D.A. Davidson & Co.	INCREASED	69,806	64,841	+4,965	+8%	$812.5K	$735.1K	-$77.4K	2026-10-28
J.W. Cole Advisors, Inc.	UNCHANGED	66,000	66,000	0	0%	$827.0K	$695.0K	-$132.0K	2026-11-05
DWR Wealth Management, LLC	INCREASED	64,385	54,138	+10,247	+19%	$674.6K	$676.7K	+$2.1K	2026-10-13
Rareview Capital LLC	INCREASED	58,949	58,889	+60	+0%	$693.1K	$620.7K	-$72.4K	2026-11-05
Mather Group, Llc.	INCREASED	49,582	47,458	+2,124	+4%	$594.6K	$522.1K	-$72.6K	2026-10-14
Blue Zone Wealth Advisors, LLC	DECREASED	42,072	43,703	-1,631	-4%	$547.6K	$443.0K	-$104.6K	2026-10-19
Diligent Investors, LLC	INCREASED	41,211	35,076	+6,135	+17%	$439.5K	$434.0K	-$5.6K	2026-10-21
PNC Financial Services Group, Inc.	UNCHANGED	40,618	40,618	0	0%	$508.9K	$427.7K	-$81.2K	2026-11-06
Sovran Advisors, LLC	NEW	31,000	—	+31,000	—	—	$347.2K	—	2026-11-02
Ehrlich Financial Group	INCREASED	30,929	23,898	+7,031	+29%	$299.4K	$325.7K	+$26.2K	2026-10-20
Creative Planning	INCREASED	30,246	22,948	+7,298	+32%	$287.5K	$318.5K	+$31.0K	2026-11-02
Independent Financial Group, LLC	INCREASED	28,955	10,000	+18,955	+190%	$125.3K	$304.9K	+$179.6K	2026-10-13
Lazari Capital Management, Inc.	UNCHANGED	28,761	28,761	0	0%	$360.4K	$302.9K	-$57.5K	2026-10-20
Pacific Wealth Strategies Group, Inc.	DECREASED	26,000	28,000	-2,000	-7%	$350.8K	$273.8K	-$77.1K	2026-11-02
Castle Rock Wealth Management, LLC	UNCHANGED	24,192	24,192	0	0%	$303.9K	$255.7K	-$48.1K	2026-10-09
Fifth Third Bancorp	UNCHANGED	23,863	23,863	0	0%	$299.0K	$251.3K	-$47.7K	2026-11-05
Perigon Wealth Management, LLC	INCREASED	23,070	16,950	+6,120	+36%	$212.4K	$242.9K	+$30.5K	2026-10-22
Wealth Enhancement Advisory Services, LLC	UNCHANGED	23,000	23,000	0	0%	$289.8K	$239.2K	-$50.6K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	22,522	25,277	-2,755	-11%	$316.7K	$237.2K	-$79.6K	2026-11-02
Tortuga Wealth Management, Inc	UNCHANGED	20,600	20,600	0	0%	$258.1K	$216.9K	-$41.2K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	18,506	13,823	+4,683	+34%	$172.5K	$194.9K	+$22.4K	2026-10-08
Core Wealth Partners LLC	UNCHANGED	18,425	18,425	0	0%	$230.9K	$194.0K	-$36.9K	2026-11-02
Lyell Wealth Management, LP	UNCHANGED	13,714	13,714	0	0%	$171.8K	$144.4K	-$27.4K	2026-10-30
Wolverine Asset Management LLC	NEW	13,029	—	+13,029	—	—	$137.2K	—	2026-11-02
Maia Wealth LLC	UNCHANGED	12,848	12,848	0	0%	$161.0K	$135.3K	-$25.7K	2026-10-19
Peterson Wealth Management	INCREASED	2,711	2,696	+15	+1%	$33.8K	$28.5K	-$5.2K	2026-11-06
Golden State Wealth Management, LLC	UNCHANGED	2,064	2,064	0	0%	$25.9K	$21.7K	-$4.1K	2026-11-02
Wolff Wiese Magana LLC	UNCHANGED	1,500	1,500	0	0%	$18.8K	$15.8K	-$3.0K	2026-10-15
FNY Investment Advisers, LLC	UNCHANGED	900	900	0	0%	$11	$9	-$2	2026-10-16
1620 Investment Advisors, Inc.	UNCHANGED	536	536	0	0%	$6.7K	$5.6K	-$1.1K	2026-11-04
Highline Wealth Partners LLC	UNCHANGED	524	524	0	0%	$6.6K	$5.5K	-$1.0K	2026-10-19
Citigroup Inc	UNCHANGED	3	3	0	0%	$38	$32	-$6	2026-11-04
MKT Advisors LLC	CLOSED	0	17,709	-17,709	-100%	$222.4K	$0	-$222.4K	2026-10-20
Tamar Securities, LLC	CLOSED	0	11,000	-11,000	-100%	$137.8K	$0	-$137.8K	2026-11-03
Private Trust Co NA	CLOSED	0	9,000	-9,000	-100%	$112.8K	$0	-$112.8K	2026-10-20
LifeSteps Financial, Inc.	CLOSED	0	750	-750	-100%	$9.4K	$0	-$9.4K	2026-10-15
Daytona Street Capital LLC	CLOSED	0	308	-308	-100%	$3.9K	$0	-$3.9K	2026-10-15
Morgan Stanley	N/A	—	3,318,107	-3,318,107	-100%	$41.6M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,240,864	-1,240,864	-100%	$15.5M	—	—	—
Guggenheim Capital LLC	N/A	—	1,116,107	-1,116,107	-100%	$14.0M	—	—	—
Wells Fargo & Company	N/A	—	529,470	-529,470	-100%	$6.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	296,330	-296,330	-100%	$3.7M	—	—	—
UBS Group AG	N/A	—	232,754	-232,754	-100%	$2.9M	—	—	—
MAI Capital Management	N/A	—	132,000	-132,000	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	111,837	-111,837	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	107,606	-107,606	-100%	$1.3M	—	—	—
Ameriprise Financial Inc	N/A	—	102,283	-102,283	-100%	$1.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	96,653	-96,653	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	74,710	-74,710	-100%	$936.1K	—	—	—
Private Advisor Group, LLC	N/A	—	73,594	-73,594	-100%	$922.1K	—	—	—
Allianz Asset Management GmbH	N/A	—	70,100	-70,100	-100%	$878.4K	—	—	—
Bridgewealth Advisory Group, LLC	N/A	—	53,261	-53,261	-100%	$667.4K	—	—	—
XTX Topco Ltd	N/A	—	49,701	-49,701	-100%	$622.8K	—	—	—
Royal Bank of Canada	N/A	—	49,686	-49,686	-100%	$623.0K	—	—	—
Apriem Advisors	N/A	—	45,436	-45,436	-100%	$569.3K	—	—	—
Mariner, LLC	N/A	—	35,138	-35,138	-100%	$440.3K	—	—	—
Stifel Financial Corp	N/A	—	34,728	-34,728	-100%	$435.1K	—	—	—
Western Wealth Management, LLC	N/A	—	32,529	-32,529	-100%	$407.6K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	30,650	-30,650	-100%	$386.0K	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	28,372	-28,372	-100%	$355.5K	—	—	—
Citadel Advisors LLC	N/A	—	26,909	-26,909	-100%	$337.2K	—	—	—
Cetera Investment Advisers	N/A	—	23,475	-23,475	-100%	$294.1K	—	—	—
Readystate Asset Management LP	N/A	—	22,959	-22,959	-100%	$287.7K	—	—	—
Modern Wealth Management, LLC	N/A	—	21,185	-21,185	-100%	$265.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	20,791	-20,791	-100%	$260.5K	—	—	—
Peak Retirement Planning, Inc.	N/A	—	20,723	-20,723	-100%	$259.7K	—	—	—
Strait & Sound Wealth Management LLC	N/A	—	19,718	-19,718	-100%	$247.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	18,776	-18,776	-100%	$235.3K	—	—	—
Focus Partners Wealth	N/A	—	18,059	-18,059	-100%	$226.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	18,000	-18,000	-100%	$225.5K	—	—	—
FLC Capital Advisors	N/A	—	17,850	-17,850	-100%	$223.7K	—	—	—
Pure Financial Advisors, LLC	N/A	—	17,094	-17,094	-100%	$214.2K	—	—	—
MML Investors Services, LLC	N/A	—	15,386	-15,386	-100%	$192.8K	—	—	—
McGowan Group Asset Management, Inc.	N/A	—	14,683	-14,683	-100%	$184.0K	—	—	—
Snowden Capital Advisors LLC	N/A	—	14,462	-14,462	-100%	$181.3K	—	—	—
Mutual Advisors, LLC	N/A	—	12,344	-12,344	-100%	$154.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,100	-12,100	-100%	$152.0K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	10,500	-10,500	-100%	$131.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	6,043	-6,043	-100%	$75.7K	—	—	—
Hollencrest Capital Management	N/A	—	5,822	-5,822	-100%	$73.0K	—	—	—
Penserra Capital Management LLC	N/A	—	3,450	-3,450	-100%	$43.0K	—	—	—
Whittier Trust Co	N/A	—	200	-200	-100%	$2.5K	—	—	—
Core Capital Management & Research, inc.	N/A	—	3	-3	-100%	$36	—	—	—

Showing 87 of 87 institutions