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Disclosery

XNCMX NUVEEN CALIF AMT FREE MUNI I

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COM (fund)

65 managers (65 13F filers) reported a position in XNCMX shares at 2025-09-30, 8,144,757 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
65
13F filers
65
New
7
Added
25
Reduced
9
Sold out
10
Shares held by filers
8,144,757

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,863,725$36.3M<0.01%+167,74413F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC997,649$12.6M0.09%+176,34013F-HRTimelineGroup
Advisors Asset Management, Inc.517,180$6.55M0.11%+127,39613F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN508,095$6.44M<0.01%+21,83813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.287,608$3.64M0.13%+3,94913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…270,000$3.42M<0.01%new13F-HRTimelineGroup
LPL Financial LLC258,398$3.27M<0.01%+30,62613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp246,772$3.13M0.01%-1,39013F-HRTimelineGroup
UBS Group AGin group UBS Group AG241,978$3.07M<0.01%+54,86013F-HRTimelineGroup
DKM Wealth Management, Inc.212,592$2.69M2.16%013F-HRTimeline
Mariner, LLCin group Mariner, LLC156,303$1.98M<0.01%+3,48813F-HRTimelineGroup
EVOKE WEALTH, LLC152,528$1.94M0.04%+52613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,239$1.08M<0.01%+1,39813F-HRTimelineGroup
MKT Advisors LLC71,643$916K0.34%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE70,100$888K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC66,074$837K0.03%+8,78813F-HRTimeline
J.W. COLE ADVISORS, INC.66,000$836K0.02%-16,00013F-HRTimeline
Blue Zone Wealth Advisors, LLC58,227$738K0.15%-7,91913F-HRTimeline
NAPA WEALTH MANAGEMENT55,249$700K0.33%+22013F-HRTimeline
Rareview Capital LLC58,710$691K0.42%+6213F-HRTimeline
Bridgewealth Advisory Group, LLC52,680$667K0.15%+20113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,735$592K<0.01%+13,54713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,384$575K<0.01%-60913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,618$515K<0.01%013F-HRTimelineGroup
Apriem Advisors37,436$474K0.04%-5,57213F-HRTimeline
Diligent Investors, LLC35,825$454K0.11%+2,33813F-HRTimeline
Integrated Wealth Concepts LLC34,770$441K<0.01%+913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,232$434K<0.01%-1,16913F-HR/ATimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.28,761$364K0.12%013F-HRTimeline
Van Hulzen Asset Management, LLC28,514$361K0.03%+1,04713F-HRTimeline
Pacific Wealth Strategies Group, Inc.28,000$355K0.22%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,511$349K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,378$347K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers24,790$314K<0.01%-1,29113F-HRTimeline
Castle Rock Wealth Management, LLC24,192$310K0.07%013F-HRTimeline
EHRLICH FINANCIAL GROUP22,853$290K0.17%+3,63813F-HRTimeline
Creative Planningin group Creative Planning22,054$279K<0.01%+83813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,650$272K<0.01%013F-HRTimeline
Modern Wealth Management, LLC21,185$268K0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC20,918$265K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,911$252K<0.01%+2,88513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,513$247K<0.01%+21413F-HRTimelineGroup
Core Wealth Partners LLC18,425$233K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,231$231K<0.01%-68213F-HRTimelineGroup
D.A. DAVIDSON & CO.18,086$229K<0.01%+5,52513F-HRTimeline
FLC Capital Advisors17,850$226K0.04%013F-HRTimeline
Pure Financial Advisors, LLC17,094$217K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC16,950$215K<0.01%013F-HRTimeline
COMERICA BANK16,779$213K<0.01%+13,77913F-HRTimeline
Snowden Capital Advisors LLC14,369$183K0.01%+413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,779$175K<0.01%new13F-HRTimelineGroup
Maia Wealth LLC12,848$166K0.03%new13F-HRTimeline
Mutual Advisors, LLC12,344$157K<0.01%-1,64013F-HRTimeline
Janney Montgomery Scott LLC12,100$153K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,003$152K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC10,623$135K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$127K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA9,000$114K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,064$26.2K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC900$11K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC550$6.97K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.536$6.79K<0.01%013F-HRTimeline
WHITTIER TRUST CO200$2.54K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43$545<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3$38<0.01%013F-HRTimelineGroup