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Disclosery

XNCMX NUVEEN CALIF AMT FREE MUNI I

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COM (fund)

69 managers (69 13F filers) reported a position in XNCMX shares at 2025-06-30, 7,401,924 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
69
13F filers
69
New
9
Added
20
Reduced
17
Sold out
6
Shares held by filers
7,401,924

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY2,695,981$31.7M<0.01%+257,91213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC821,309$9.67M0.08%-53,31513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN486,257$5.72M<0.01%+25,22313F-HRTimelineGroup
Advisors Asset Management, Inc.389,784$4.59M0.08%+1,40513F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.283,659$3.34M0.13%-62413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp248,162$2.92M0.01%-3,15013F-HRTimelineGroup
LPL Financial LLC227,772$2.68M<0.01%+10,51613F-HRTimeline
DKM Wealth Management, Inc.212,592$2.5M2.16%013F-HRTimeline
UBS Group AGin group UBS Group AG187,118$2.2M<0.01%-20,21613F-HRTimelineGroup
EVOKE WEALTH, LLC152,002$1.8M0.04%+1,23913F-HRTimeline
Mariner, LLCin group Mariner, LLC152,815$1.8M<0.01%-18,76413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,841$987K<0.01%+15,69313F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management83,221$980K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.82,000$965K0.02%013F-HRTimeline
MKT Advisors LLC71,643$843K0.33%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE70,100$825K<0.01%013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC66,146$779K0.19%-4,02113F-HRTimeline
Rareview Capital LLC58,648$690K0.44%-4,92513F-HRTimeline
WEDBUSH SECURITIES INC57,286$674K0.02%+10213F-HRTimeline
NAPA WEALTH MANAGEMENT55,029$648K0.31%-13,03313F-HRTimeline
Bridgewealth Advisory Group, LLC52,479$618K0.16%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,993$541K<0.01%+1,03413F-HR/ATimelineGroup
Apriem Advisors43,008$506K0.05%-19913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,618$478K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,401$417K<0.01%+74913F-HRTimelineGroup
Integrated Wealth Concepts LLC34,761$409K<0.01%+913F-HRTimeline
Diligent Investors, LLC33,487$394K0.09%+13213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,188$391K<0.01%-24,44913F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.28,761$339K0.13%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,519$324K0.02%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC27,467$323K0.03%-1,07213F-HRTimeline
Pacific Wealth Strategies Group, Inc.28,000$322K0.21%-2,14913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,378$322K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers26,081$307K<0.01%-4,43513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,574$289K<0.01%+50013F-HR/ATimelineGroup
Castle Rock Wealth Management, LLC24,192$278K0.06%+513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,650$255K<0.01%+7,00013F-HRTimeline
Creative Planningin group Creative Planning21,216$250K<0.01%+8713F-HRTimelineGroup
Modern Wealth Management, LLC21,185$249K0.01%new13F-HR/ATimeline
Strait & Sound Wealth Management LLC20,918$246K0.1%-1,05013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,913$234K<0.01%+61113F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,299$227K<0.01%013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP19,215$226K0.15%+6113F-HRTimeline
Core Wealth Partners LLC18,425$217K0.11%013F-HRTimeline
FLC Capital Advisors17,850$210K0.04%013F-HRTimeline
Pure Financial Advisors, LLC17,094$201K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,026$200K<0.01%+20013F-HRTimelineGroup
Perigon Wealth Management, LLC16,950$200K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,724$185K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP15,229$179K<0.01%new13F-HRTimeline
MYECFO, LLC15,000$177K0.09%-54,50013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.14,501$171K0.15%013F-HRTimeline
Snowden Capital Advisors LLC14,365$170K0.01%-3,22313F-HRTimeline
Mutual Advisors, LLC13,984$161K<0.01%013F-HRTimeline
D.A. DAVIDSON & CO.12,561$148K<0.01%-3,33013F-HRTimeline
Janney Montgomery Scott LLC12,100$142K<0.01%+1,50013F-HRTimeline
Farther Finance Advisors, LLC10,623$125K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$118K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA9,000$106K0.01%013F-HRTimeline
COMERICA BANK3,000$35.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,599$30.6K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC2,064$24.3K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC900$10K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.536$6.31K<0.01%+26613F-HRTimeline
Parallel Advisors, LLC510$6K<0.01%new13F-HRTimeline
WHITTIER TRUST CO200$2.35K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12$141<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3$35<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.