Skip to content
Disclosery

XNEAX NUVEEN AMT FREE QLTY MUN INC

Follow

COM (fund)

301 managers (303 13F filers) reported a position in XNEAX shares at 2025-06-30, 64,006,123 shares in all. 24 filers opened a position and 40 filers sold out during the quarter.

Managers
301
13F filers
303
New
24
Added
113
Reduced
77
Sold out
40
Shares held by filers
64,006,123

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
ROTHSCHILD INVESTMENT LLC14,469$158K0.01%-136,80413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,465$158K<0.01%-49513F-HRTimelineGroup
MGO ONE SEVEN LLC14,319$156K0.01%-2,24213F-HRTimeline
Curi Capital, LLC14,062$155K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,885$152K<0.01%-1,01513F-HRTimelineGroup
Sunbelt Securities, Inc.13,417$151K0.01%-14613F-HRTimeline
NorthCoast Asset Management LLC13,753$150K<0.01%-187,73513F-HRTimeline
Capital Squared Financial LLC13,629$149K0.17%13F-HRTimeline
Fisher Asset Management, LLC13,575$148K<0.01%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC13,482$147K0.06%013F-HRTimeline
Caitlin John, LLC13,450$147K0.13%new13F-HRTimeline
Insight Wealth Strategies, LLC13,286$146K0.02%+34913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,286$145K0.01%+14113F-HRTimeline
L.M. KOHN & COMPANY13,170$144K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,135$143K0.01%013F-HRTimeline
SFMG, LLC13,049$142K0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,997$142K0.02%-1,70013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,650$138K<0.01%new13F-HRTimelineGroup
Wealth Management Associates, Inc.12,416$136K0.05%-1,16013F-HRTimeline
Plan Group Financial, LLC12,281$134K0.04%new13F-HRTimeline
SMH CAPITAL ADVISORS INC12,201$133K0.3%+28213F-HRTimeline
North Star Investment Management Corp.12,164$133K0.01%013F-HRTimeline
Snowden Capital Advisors LLC12,038$132K<0.01%013F-HRTimeline
PKS Advisory Services, LLC12,012$131K0.03%-1,01013F-HRTimeline
Summit Financial, LLC11,839$130K<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC11,779$129K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC11,840$129K<0.01%+12113F-HRTimeline
Manske Wealth Management11,643$127K0.04%013F-HRTimeline
Uptown Financial Advisors LLC11,499$126K0.12%013F-HRTimeline
Total Clarity Wealth Management, Inc.11,318$124K0.04%013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,981$120K0.01%013F-HRTimeline
Clean Yield Group10,971$120K0.04%013F-HRTimeline
World Investment Advisors10,950$120K<0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,937$119K<0.01%-2,08913F-HRTimeline
D.A. DAVIDSON & CO.10,926$119K<0.01%-1,20413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,878$119K<0.01%-2,41013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,860$119K<0.01%+2513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,655$116K0.01%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.10,604$116K0.01%new13F-HRTimeline
Maridea Wealth Management LLC10,508$115K0.03%-12313F-HRTimeline
Quantinno Capital Management LP10,500$115K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC10,102$110K<0.01%-32713F-HRTimeline
Riverstone Advisors, LLC10,088$110K0.06%new13F-HRTimeline
Acorn Wealth Advisors, LLC10,040$110K0.04%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$109K<0.01%new13F-HR/ATimelineGroup
Dorsey & Whitney Trust CO LLC10,000$109K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC10,000$109K0.07%013F-HRTimeline
New England Private Wealth Advisors LLC10,000$107K0.02%013F-HRTimeline
Icon Wealth Advisors, LLC9,215$101K0.01%+6513F-HRTimeline
Citizens National Bank Trust Department9,200$100K0.02%+50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,194$89.4K<0.01%-31913F-HRTimelineGroup
Briaud Financial Planning Inc8,073$88K0.03%013F-HRTimeline
WEBSTER BANK, N. A.6,893$75.3K0.01%013F-HRTimeline
CX Institutional6,765$74K<0.01%013F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,630$72.4K<0.01%new13F-HRTimelineGroup
Chung Wu Investment Group, LLC6,000$65.5K0.07%new13F-HRTimeline
MOTCO5,657$60.8K0.01%013F-HRTimeline
Founders Capital Management5,500$60.1K0.04%013F-HRTimeline
Caldwell Trust Co4,878$53.3K0.01%013F-HRTimeline
SJS Investment Consulting Inc.4,716$51.5K0.01%+9213F-HRTimeline
MAI Capital Management4,703$51.4K<0.01%+4113F-HRTimeline
FNY Investment Advisers, LLC4,400$48K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP4,144$46.4K0.02%13F-HRTimeline
Cornerstone Planning Group LLC3,729$40.8K0.01%013F-HRTimeline
Park Square Financial Group, LLC3,628$39.6K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.3,500$38.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,503$38K<0.01%-69813F-HRTimelineGroup
AdvisorNet Financial, Inc3,189$34.8K<0.01%013F-HRTimeline
Traub Capital Management LLC3,100$33.9K0.03%13F-HRTimeline
Fortitude Family Office, LLC3,030$33.1K0.01%+1,00013F-HRTimeline
FSA Wealth Management LLC3,000$32.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,238$24.4K<0.01%-20,59413F-HRTimeline
Financial Management Professionals, Inc.2,202$24.2K<0.01%+4313F-HRTimeline
MONTAG A & ASSOCIATES INC2,120$23.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,100$22.9K<0.01%13F-HRTimeline
Larson Financial Group LLC1,966$21.5K<0.01%+1,44713F-HRTimeline
Salomon & Ludwin, LLC1,910$21K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,630$17.8K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,541$17K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,550$16.9K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,515$16.6K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,500$16.4K<0.01%013F-HRTimeline
WPG Advisers, LLC1,484$16.2K0.01%-2,01113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,509$16K<0.01%+2913F-HRTimelineGroup
LANARK FINANCIAL, INC.1,237$13K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,131$12.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,067$11.7K<0.01%+99513F-HRTimelineGroup
Crews Bank & Trust1,015$11.1K<0.01%013F-HRTimeline
Hilltop National Bank948$10.4K<0.01%13F-HRTimeline
IFP Advisors, Inc756$8.26K<0.01%013F-HRTimeline
Piscataqua Savings Bank645$7.04K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC583$6.37K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.500$5.46K<0.01%013F-HRTimeline
EASTERN BANK481$5.25K<0.01%-2,37813F-HRTimeline
Hanson & Doremus Investment Management500$5K<0.01%013F-HRTimeline
Costello Asset Management, INC437$4.77K<0.01%+913F-HRTimeline
Bogart Wealth, LLC240$2.62K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.108$1.18K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC50$546<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$6<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.