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Disclosery

XNCMX NUVEEN CALIF AMT FREE MUNI I

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COM (fund)

66 managers (66 13F filers) reported a position in XNCMX shares at 2025-12-31, 8,563,893 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
6
Added
26
Reduced
7
Sold out
6
Shares held by filers
8,563,893

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY2,916,009$36.3M<0.01%+52,28413F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,107,420$13.8M0.1%+109,77113F-HRTimelineGroup
Advisors Asset Management, Inc.964,891$12M0.2%+447,71113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN568,912$7.08M<0.01%+60,81713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.316,709$3.94M0.14%+29,10113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…270,000$3.36M<0.01%013F-HR/ATimelineGroup
LPL Financial LLC266,090$3.31M<0.01%+7,69213F-HRTimeline
UBS Group AGin group UBS Group AG242,891$3.02M<0.01%+91313F-HRTimelineGroup
DKM Wealth Management, Inc.212,592$2.64M1.97%013F-HRTimeline
EVOKE WEALTH, LLC153,197$1.91M0.04%+66913F-HRTimeline
Mariner, LLCin group Mariner, LLC153,125$1.9M<0.01%-3,17813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,382$1.16M<0.01%+8,14313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,183$873K<0.01%+23,44813F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE70,100$872K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.66,000$821K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC60,797$756K0.02%-5,27713F-HRTimeline
Rareview Capital LLC58,788$692K0.45%+7813F-HRTimeline
Bridgewealth Advisory Group, LLC52,932$658K0.15%+25213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,005$610K<0.01%+3,62113F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC47,621$592K0.11%-10,60613F-HRTimeline
Apriem Advisors41,436$515K0.05%+4,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,618$505K<0.01%013F-HRTimelineGroup
DWR WEALTH MANAGEMENT, LLC38,541$479K0.44%13F-HRTimeline
Diligent Investors, LLC36,000$448K0.11%+17513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,324$427K<0.01%+9213F-HRTimelineGroup
MKT Advisors LLC30,934$387K0.13%-40,70913F-HRTimeline
Creative Planningin group Creative Planning30,825$383K<0.01%+8,77113F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.28,761$358K0.12%013F-HR/ATimeline
Van Hulzen Asset Management, LLC28,553$355K0.03%+3913F-HRTimeline
Pacific Wealth Strategies Group, Inc.28,000$348K0.2%013F-HRTimeline
Cetera Investment Advisers25,246$314K<0.01%+45613F-HRTimeline
Castle Rock Wealth Management, LLC24,192$312K0.07%013F-HRTimeline
EHRLICH FINANCIAL GROUP22,959$286K0.16%+10613F-HRTimeline
D.A. DAVIDSON & CO.22,791$284K<0.01%+4,70513F-HRTimeline
COMERICA BANK22,207$276K<0.01%+5,42813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,046$274K<0.01%-5,33213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,931$273K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,650$271K<0.01%013F-HRTimeline
Modern Wealth Management, LLC21,185$264K<0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC20,833$259K0.1%-8513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,912$248K<0.01%+113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,207$239K<0.01%+5,42813F-HRTimelineGroup
Core Wealth Partners LLC18,425$229K0.1%013F-HRTimeline
FLC Capital Advisors17,850$222K0.04%013F-HRTimeline
Pure Financial Advisors, LLC17,094$213K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC16,950$211K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,332$203K<0.01%-2,89913F-HRTimelineGroup
Snowden Capital Advisors LLC14,454$180K<0.01%+8513F-HRTimeline
Farther Finance Advisors, LLC13,823$172K<0.01%+3,20013F-HRTimeline
Maia Wealth LLC12,848$169K0.03%013F-HRTimeline
Tortuga Wealth Management, Inc12,600$157K0.17%13F-HRTimeline
Mutual Advisors, LLC12,344$154K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC12,100$151K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…11,566$144K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$124K<0.01%013F-HRTimeline
Pasadena Private Wealth, LLC10,000$124K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA9,000$112K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,927$98.6K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT3,897$48.5K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2,064$25.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC550$6.84K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.536$6.67K<0.01%013F-HRTimeline
SageView Advisory Group, LLC492$6.12K<0.01%new13F-HRTimeline
WHITTIER TRUST CO200$2.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43$535<0.01%013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC3$37<0.01%013F-HRTimelineGroup