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Disclosery

XNCMX NUVEEN CALIF AMT FREE MUNI I

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COM (fund)

67 managers (67 13F filers) reported a position in XNCMX shares at 2025-03-31, 7,207,608 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
67
13F filers
67
New
8
Added
16
Reduced
18
Sold out
6
Shares held by filers
7,207,608

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,438,069$30.7M<0.01%+75,66613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC874,624$11M0.1%-102,52413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN461,034$5.8M<0.01%+75,85813F-HRTimelineGroup
Advisors Asset Management, Inc.388,379$4.89M0.09%+14,02213F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.284,283$3.58M0.16%-28,43713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp251,312$3.16M0.01%-18,11713F-HRTimelineGroup
LPL Financial LLC217,256$2.74M<0.01%+16,49513F-HRTimeline
DKM Wealth Management, Inc.212,592$2.68M2.6%013F-HRTimeline
UBS Group AGin group UBS Group AG207,334$2.61M<0.01%-14,60713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC171,579$2.16M<0.01%-3,73113F-HRTimelineGroup
EVOKE WEALTH, LLC150,763$1.91M0.05%+30513F-HRTimeline
J.W. COLE ADVISORS, INC.82,000$1.03M0.03%new13F-HRTimeline
Fisher Asset Management, LLC74,913$943K<0.01%new13F-HRTimeline
MKT Advisors LLC71,643$896K0.42%013F-HRTimeline
Blue Zone Wealth Advisors, LLC70,167$883K0.25%-22,77613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE70,100$883K<0.01%013F-HRTimelineGroup
MYECFO, LLC69,500$875K0.46%-2,13813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,148$858K<0.01%-21,89113F-HRTimelineGroup
NAPA WEALTH MANAGEMENT68,062$857K0.48%-5,09313F-HRTimeline
Rareview Capital LLC63,573$800K0.51%-1,73213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,637$726K<0.01%-55,93413F-HRTimelineGroup
WEDBUSH SECURITIES INC57,184$720K0.03%-40,37813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,959$566K<0.01%-6,11913F-HR/ATimelineGroup
Apriem Advisors43,207$544K0.06%+1,30013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,618$511K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC34,752$438K0.01%+513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,652$436K<0.01%+6,38513F-HRTimelineGroup
Diligent Investors, LLC33,355$420K0.1%+8113F-HRTimeline
Cetera Investment Advisers30,516$384K<0.01%-12813F-HRTimeline
Pacific Wealth Strategies Group, Inc.30,149$380K0.28%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.28,761$362K0.15%013F-HRTimeline
Van Hulzen Asset Management, LLC28,539$359K0.03%+1813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,378$345K<0.01%-64413F-HRTimelineGroup
Cypress Wealth Services, LLC27,310$344K0.07%+32113F-HRTimeline
Castle Rock Wealth Management, LLC24,187$305K0.08%-1,06213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,074$303K<0.01%new13F-HRTimelineGroup
Strait & Sound Wealth Management LLC21,968$277K0.13%013F-HRTimeline
Creative Planningin group Creative Planning21,129$266K<0.01%+5513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,302$243K<0.01%+7,81013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,299$243K<0.01%013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP19,154$241K0.18%+3813F-HRTimeline
Core Wealth Partners LLC18,425$232K0.13%013F-HRTimeline
FLC Capital Advisors17,850$225K0.05%013F-HRTimeline
Snowden Capital Advisors LLC17,588$223K0.01%+213F-HRTimeline
Pure Financial Advisors, LLC17,094$215K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC16,950$213K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,826$212K<0.01%new13F-HRTimelineGroup
LifeGoal Investments, LLC16,140$203K0.22%013F-HRTimeline
D.A. DAVIDSON & CO.15,891$200K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,650$184K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.14,504$184K<0.01%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.14,501$183K0.17%013F-HRTimeline
Mutual Advisors, LLC13,984$167K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC10,623$134K<0.01%+6,90113F-HRTimeline
Janney Montgomery Scott LLC10,600$133K<0.01%-6,53813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$126K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA9,000$113K0.01%013F-HRTimeline
COMERICA BANK3,000$37.8K<0.01%013F-HRTimeline
Olde Wealth Management, LLC2,135$27K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2,064$26K<0.01%013F-HR/ATimeline
FNY Investment Advisers, LLC900$11K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.615$7.52K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.334$4.21K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.270$3.34K<0.01%-26613F-HRTimeline
WHITTIER TRUST CO200$2.52K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3$38<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.