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Disclosery

XNEAX NUVEEN AMT FREE QLTY MUN INC

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COM (fund)

321 managers (324 13F filers) reported a position in XNEAX shares at 2024-12-31, 83,741,159 shares in all. 35 filers opened a position and 37 filers sold out during the quarter.

Managers
321
13F filers
324
New
35
Added
94
Reduced
90
Sold out
37
Shares held by filers
83,741,159

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CENTRAL TRUST Co16,282$184K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC15,886$179K<0.01%013F-HRTimeline
D.A. DAVIDSON & CO.15,847$179K<0.01%+1,17113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,804$178K<0.01%+4,80313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC15,777$178K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,445$174K<0.01%013F-HRTimelineGroup
Legacy Advisors, LLC15,364$173K0.02%new13F-HRTimeline
Seelaus Asset Management LLC15,250$172K0.16%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,102$171K<0.01%+20213F-HRTimelineGroup
Sovereign Financial Group, Inc.15,064$170K0.04%+52813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,808$167K0.01%013F-HRTimelineGroup
Apeiron RIA LLC14,808$167K0.05%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS14,756$166K0.01%+1,39513F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP14,697$166K0.03%-1,20013F-HRTimeline
Kuhn & Co Investment Counsel14,662$165K0.14%013F-HRTimeline
EP Wealth Advisors, LLC14,655$165K<0.01%new13F-HRTimeline
LifeGoal Investments, LLC14,522$164K0.18%13F-HRTimeline
Seed Wealth Management, Inc.14,500$164K0.13%013F-HRTimeline
Occidental Asset Management, LLC13,994$158K0.02%-4013F-HRTimeline
Uniting Wealth Partners, LLC13,629$154K0.07%13F-HRTimeline
Permanent Capital Management, LP13,591$153K0.05%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC13,482$152K0.07%013F-HRTimeline
Cresset Asset Management, LLC13,458$152K<0.01%-21,68713F-HRTimeline
Belpointe Asset Management LLC13,000$151K0.01%-3,50013F-HRTimeline
Sunbelt Securities, Inc.13,343$149K0.01%+20813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,135$148K0.01%-4,22513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,056$147K0.01%-2,11113F-HRTimeline
SFMG, LLC13,049$147K0.01%013F-HRTimeline
PKS Advisory Services, LLC13,022$147K0.04%13F-HRTimeline
J.W. COLE ADVISORS, INC.12,906$146K0.01%-31313F-HRTimeline
Insight Wealth Strategies, LLC12,774$144K0.02%new13F-HRTimeline
Tradewinds, LLC.12,262$142K0.04%+213F-HRTimeline
Camelot Portfolios, LLC12,381$140K0.15%-19513F-HRTimeline
North Star Investment Management Corp.12,164$137K0.01%013F-HRTimeline
Balefire, LLC11,993$136K0.05%-6,46713F-HRTimeline
Snowden Capital Advisors LLC12,038$136K<0.01%-1,95513F-HRTimeline
Wealth Management Associates, Inc.11,950$135K0.06%013F-HRTimeline
SMH CAPITAL ADVISORS INC11,919$134K0.32%013F-HRTimeline
Apexium Financial, LP11,805$133K0.01%new13F-HRTimeline
Manske Wealth Management11,643$131K0.05%13F-HRTimeline
Kovack Advisors, Inc.11,637$131K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC11,643$131K<0.01%-7113F-HRTimeline
Uptown Financial Advisors LLC11,499$130K0.14%13F-HRTimeline
Total Clarity Wealth Management, Inc.11,318$128K0.04%-90313F-HRTimeline
Sheaff Brock Investment Advisors, LLC11,141$126K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,981$124K0.01%013F-HRTimeline
Clean Yield Group10,971$124K0.04%013F-HRTimeline
World Investment Advisors10,950$124K<0.01%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,924$123K<0.01%+51113F-HRTimelineGroup
Summit Financial, LLC10,838$122K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,835$122K<0.01%-1,38413F-HRTimelineGroup
Maridea Wealth Management LLC10,585$119K0.04%13F-HRTimeline
Acorn Wealth Advisors, LLC10,040$113K0.05%-1,05113F-HRTimeline
Compass Financial Group, INC/SD10,001$113K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC10,000$113K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC10,000$113K0.08%013F-HRTimeline
Icon Wealth Advisors, LLC9,109$103K0.01%+8013F-HRTimeline
Citizens National Bank Trust Department8,700$98.1K0.02%013F-HRTimeline
Briaud Financial Planning Inc8,073$91K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,432$83.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP7,391$83.4K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.6,893$77.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,465$72.9K<0.01%-4613F-HRTimeline
MOTCO5,657$63.8K0.01%013F-HRTimeline
MAI Capital Management5,638$63.6K<0.01%new13F-HRTimeline
WPG Advisers, LLC5,562$62.7K0.06%13F-HRTimeline
WASHINGTON TRUST Co5,523$62.3K<0.01%+3,02313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,501$62.1K0.01%-5,70013F-HRTimeline
Founders Capital Management5,500$62K0.04%013F-HRTimeline
Caldwell Trust Co4,878$55K0.01%013F-HRTimeline
Park Square Financial Group, LLC4,628$52.2K0.04%13F-HRTimeline
SJS Investment Consulting Inc.4,565$51.5K0.01%+2913F-HRTimeline
CWM, LLCin group CWM, LLC4,528$51K<0.01%-7,95913F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP4,144$46.7K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC3,729$42.1K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,500$39.5K0.01%+50013F-HRTimeline
FIRST COMMUNITY TRUST NA3,299$37.2K0.03%013F-HRTimeline
AdvisorNet Financial, Inc3,189$36K<0.01%013F-HRTimeline
FSA Wealth Management LLC3,000$33.8K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,950$33.3K<0.01%new13F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…2,541$29K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,507$28.3K<0.01%013F-HRTimeline
EASTERN BANK2,378$26.8K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.2,131$24K<0.01%+5213F-HRTimeline
MONTAG A & ASSOCIATES INC2,120$23.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,100$23.7K<0.01%013F-HRTimeline
Fortitude Family Office, LLC2,030$22.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,910$21.5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,630$18.4K<0.01%013F-HRTimeline
Sandy Spring Bank1,550$17.5K<0.01%013F-HRTimeline
Coastline Trust Co1,549$17.5K<0.01%-50213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDS, MERRILL & PETERSON, INC.1,533$17.3K0.01%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,515$17.1K0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,439$16.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,461$16K<0.01%+3613F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…1,347$15K0.01%013F-HRTimeline
Bogart Wealth, LLC1,198$13.5K<0.01%013F-HRTimeline
Menard Financial Group LLC1,187$13.4K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,185$13.4K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,131$12.8K<0.01%013F-HRTimeline
Crews Bank & Trust1,015$11.4K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC1,014$11.4K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,000$11.3K<0.01%new13F-HRTimeline
Hilltop National Bank948$10.7K<0.01%013F-HRTimeline
IFP Advisors, Inc756$8.53K<0.01%013F-HRTimeline
Piscataqua Savings Bank645$7.28K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC583$6.58K<0.01%013F-HRTimeline
Creekmur Asset Management LLC560$6.31K<0.01%+1413F-HRTimeline
Hanson & Doremus Investment Management500$6K<0.01%013F-HRTimeline
Larson Financial Group LLC519$5.85K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.338$3.81K<0.01%new13F-HRTimeline
Parallel Advisors, LLC261$2.94K<0.01%-26113F-HRTimeline
Richard W. Paul & Associates, LLC238$2.69K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.134$1.51K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.108$1.22K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$812<0.01%-2,51413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC50$564<0.01%-5513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18$203<0.01%+1613F-HRTimelineGroup
FMR LLCin group FMR LLC2$23<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1$21<0.01%-1,74113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.