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Disclosery

XNCMX NUVEEN CALIF AMT FREE MUNI I

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COM (fund)

80 managers (80 13F filers) reported a position in XNCMX shares at 2026-03-31, 9,453,529 shares in all. 18 filers opened a position and 3 filers sold out during the quarter.

Managers
80
13F filers
80
New
18
Added
23
Reduced
13
Sold out
3
Shares held by filers
9,453,529

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,243,742$38.6M<0.01%+327,73313F-HRTimelineGroup
Advisors Asset Management, Inc.1,076,013$12.8M0.21%+111,12213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,074,659$12.8M0.1%-32,76113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN566,898$6.75M<0.01%-2,01413F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.350,212$4.17M0.14%+33,50313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…290,000$3.45M<0.01%+20,00013F-HRTimelineGroup
LPL Financial LLC286,334$3.41M<0.01%+20,24413F-HRTimeline
UBS Group AGin group UBS Group AG240,225$2.86M<0.01%-2,66613F-HRTimelineGroup
DKM Wealth Management, Inc.212,592$2.53M1.82%013F-HRTimeline
Mariner, LLCin group Mariner, LLC155,967$1.86M<0.01%+2,84213F-HRTimelineGroup
EVOKE WEALTH, LLC143,219$1.72M0.03%-9,97813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,254$1.25M<0.01%+35,07113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,235$1.22M<0.01%+8,85313F-HRTimelineGroup
WEDBUSH SECURITIES INC76,929$915K0.03%+16,13213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE70,100$834K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.60,791$723K<0.01%+38,00013F-HRTimeline
Rareview Capital LLC58,827$692K0.41%+3913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,507$672K<0.01%+22,18313F-HRTimelineGroup
Integrated Wealth Concepts LLC55,039$655K0.01%new13F-HRTimeline
MATHER GROUP, LLC.54,160$645K0.01%new13F-HRTimeline
GK Wealth Management LLC54,096$635K0.55%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC54,096$635K0.55%+15,55513F-HRTimeline
Bridgewealth Advisory Group, LLC53,059$631K0.13%+12713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,037$572K<0.01%-96813F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC45,985$547K0.11%-1,63613F-HRTimeline
Apriem Advisors43,436$517K0.05%+2,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,618$483K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC38,080$453K0.02%new13F-HR/ATimeline
Diligent Investors, LLC36,087$429K0.11%+8713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,459$386K<0.01%+10,52813F-HRTimelineGroup
MAI Capital Management30,000$357K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,228$348K<0.01%+9,31613F-HRTimelineGroup
MKT Advisors LLC28,883$344K0.12%-2,05113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.28,761$342K0.12%013F-HRTimeline
Van Hulzen Asset Management, LLC28,372$338K0.03%-18113F-HRTimeline
Pacific Wealth Strategies Group, Inc.28,000$333K0.21%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,011$298K<0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC24,192$289K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,791$283K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers23,609$281K<0.01%-1,63713F-HRTimeline
EHRLICH FINANCIAL GROUP23,012$274K0.16%+5313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,046$262K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,650$259K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning21,722$258K<0.01%-9,10313F-HRTimelineGroup
Modern Wealth Management, LLC21,185$254K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,791$247K<0.01%+1,58413F-HRTimelineGroup
Strait & Sound Wealth Management LLC19,718$235K0.09%-1,11513F-HRTimeline
Core Wealth Partners LLC18,425$219K0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…18,000$214K<0.01%new13F-HRTimeline
FLC Capital Advisors17,850$212K0.04%013F-HRTimeline
Pure Financial Advisors, LLC17,094$203K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC16,950$202K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,087$191K<0.01%-24513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,386$183K<0.01%new13F-HRTimeline
Tortuga Wealth Management, Inc14,600$174K0.16%+2,00013F-HRTimeline
Snowden Capital Advisors LLC14,458$173K<0.01%+413F-HRTimeline
Farther Finance Advisors, LLC13,823$166K<0.01%013F-HRTimeline
McGowan Group Asset Management, Inc.13,894$165K0.02%new13F-HRTimeline
Maia Wealth LLC12,848$153K0.03%013F-HRTimeline
FORONJY FINANCIAL LLC12,810$152K0.06%new13F-HRTimeline
Mutual Advisors, LLC12,344$147K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC12,100$144K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…11,566$138K<0.01%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,510$125K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,501$125K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,000$119K<0.01%013F-HR/ATimeline
Pasadena Private Wealth, LLC10,000$119K0.02%013F-HRTimeline
PRIVATE TRUST CO NA9,000$107K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,822$69.3K<0.01%+1,92513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,218$50.2K<0.01%new13F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT2,696$32.1K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC2,064$24.6K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,500$17.9K0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,150$13K<0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC900$10K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.536$6.38K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC524$6.24K<0.01%-2613F-HRTimeline
WHITTIER TRUST CO200$2.38K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43$512<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3$36<0.01%013F-HRTimelineGroup