Skip to content
Disclosery

XNEAX NUVEEN AMT FREE QLTY MUN INC

Follow

COM (fund)

300 managers (302 13F filers) reported a position in XNEAX shares at 2026-03-31, 53,499,244 shares in all. 39 filers opened a position and 29 filers sold out during the quarter.

Managers
300
13F filers
302
New
39
Added
115
Reduced
70
Sold out
29
Shares held by filers
53,499,244

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 STANLEY9,909,270$111M0.01%+209,15813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,112,598$35M0.28%+642,66613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,006,210$33.8M0.01%+410,68313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,781,673$31.2M0.01%+52,46513F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.1,758,842$19.8M0.66%-14,69913F-HRTimeline
UBS Group AGin group UBS Group AG1,734,834$19.5M<0.01%-60,74813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,531,576$17.2M<0.01%-91,84013F-HRTimelineGroup
LPL Financial LLC1,447,515$16.3M<0.01%+277,69513F-HRTimeline
McGowan Group Asset Management, Inc.1,428,679$16M2.04%+18,30613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,330,531$14.9M<0.01%+53,50613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,319,929$14.8M0.01%-66,83313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,088,329$12.2M0.01%+65,53613F-HRTimelineGroup
HighTower Advisors, LLC1,066,957$12M0.01%-62913F-HRTimeline
Congress Park Capital LLC850,000$9.55M2.93%-95,00013F-HRTimeline
Melone Private Wealth, LLC711,737$7.99M3.26%+59,84513F-HRTimeline
Eagle Bluffs Wealth Management LLC678,395$7.66M2.99%+33,92813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC674,328$7.57M0.01%+45,30113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC642,062$7.21M3.45%-6,75513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.572,063$6.42M0.01%+103,92513F-HRTimelineGroup
Cetera Investment Advisers541,993$6.09M0.01%+18,82713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC444,556$4.99M<0.01%-19,68813F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC439,599$4.97M0.02%+163,73813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC411,729$4.62M0.09%-93,46613F-HRTimelineGroup
Cresta Advisors, Ltd.385,647$4.33M1.77%+116,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…379,232$4.26M0.01%-52,08213F-HRTimelineGroup
Palogic Value Management, L.P.377,558$4.24M1.86%+8,77113F-HRTimeline
Merit Financial Group, LLC361,962$4.06M0.03%-1,46613F-HRTimeline
Capital Investment Advisors, LLC323,491$3.63M0.05%-16,00813F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.304,711$3.42M0.01%-15,00013F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC302,000$3.39M1.52%-5,00013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC296,306$3.33M0.04%+1,05713F-HRTimeline
Advisors Asset Management, Inc.292,866$3.29M0.05%-19,91513F-HRTimeline
Janney Montgomery Scott LLC292,345$3.28M0.01%+64,76913F-HRTimeline
Leo Wealth, LLC283,141$3.18M0.23%+51,61713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…280,902$3.15M<0.01%+3,75313F-HRTimelineGroup
&PARTNERS265,331$2.98M0.01%+2,66013F-HRTimeline
Jupiter Wealth Management LLC240,237$2.78M1.1%new13F-HRTimeline
KIM, LLC243,700$2.74M0.4%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC241,902$2.72M0.78%-1,70613F-HRTimeline
Cambridge Investment Research Advisors,…239,884$2.69M0.01%+3,49213F-HRTimeline
EVOKE WEALTH, LLC236,500$2.67M0.05%-18,58913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC227,460$2.57M0.01%+4,11013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,589$2.48M<0.01%+54213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.214,086$2.4M<0.01%-12,14913F-HRTimelineGroup
Intellectus Partners, LLC203,623$2.3M0.47%+6,14113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.200,103$2.25M<0.01%+10313F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp198,441$2.23M0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.194,806$2.19M0.03%+142,56913F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…179,250$2.01M0.53%+14,40813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC179,070$2.01M<0.01%-46,65713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management168,726$1.89M0.06%+20,99213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.164,300$1.85M<0.01%-40,34613F-HRTimelineGroup
Tyche Wealth Partners LLC162,878$1.83M0.28%+93313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC157,081$1.76M0.01%+913F-HRTimelineGroup
IBEX WEALTH ADVISORS151,497$1.7M0.16%-4,60313F-HRTimeline
Kercheville Advisors, LLC146,035$1.64M0.52%+4,61913F-HRTimeline
Steward Partners Investment Advisory, L…144,326$1.62M0.01%+4,47813F-HRTimeline
Waverly Advisors, LLC140,529$1.58M0.01%-32,35913F-HRTimeline
Gridiron Partners, LLC139,848$1.57M0.96%-30,03013F-HRTimeline
Breakwater Capital Group136,162$1.53M0.2%-87913F-HRTimeline
CAPITAL & PLANNING, LLC132,545$1.49M0.9%+104,54513F-HRTimeline
NewEdge Advisors, LLC131,600$1.48M0.01%-101,09613F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP131,883$1.45M<0.01%-1,46213F-HRTimelineGroup
NewEdge Wealth, LLC123,680$1.39M0.02%+1,28013F-HRTimeline
JFS WEALTH ADVISORS, LLC122,844$1.38M0.08%+5413F-HRTimeline
Venture Visionary Partners LLC121,676$1.37M0.05%+17,50013F-HRTimeline
Abel Hall, LLC120,000$1.35M0.29%013F-HRTimeline
WESBANCO BANK INC119,057$1.34M0.04%+5,77713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.117,045$1.31M0.01%+11,80913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…115,520$1.3M<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,207$1.27M<0.01%-52,98413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC108,120$1.21M0.26%+3,36113F-HRTimeline
Modern Wealth Management, LLC103,556$1.18M0.02%-10,60013F-HRTimeline
Avior Wealth Management, LLC101,823$1.14M0.03%+2,17313F-HRTimeline
CoreCap Advisors, LLC101,757$1.14M0.04%+33,17613F-HRTimeline
Mariner, LLCin group Mariner, LLC101,603$1.14M<0.01%+24,13213F-HRTimelineGroup
DAVENPORT & Co LLC98,816$1.11M0.01%+4,30013F-HRTimeline
Creative Planningin group Creative Planning96,653$1.09M<0.01%+1,68313F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC96,000$1.08M0.19%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS94,267$1.06M<0.01%+6,11913F-HRTimeline
Prospera Financial Services Inc94,092$1.06M0.02%+42713F-HRTimeline
Concorde Asset Management, LLC92,009$1.04M0.51%-6,36113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC88,457$993K0.64%+6,43113F-HRTimeline
Summit Trail Advisors, LLC86,784$975K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,285$969K<0.01%+10,95113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…85,636$962K<0.01%+51,65213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…84,715$951K0.02%+11,30213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,967$887K<0.01%+1,64813F-HRTimelineGroup
Kingsview Wealth Management, LLC77,505$870K0.01%+12,29613F-HRTimeline
Aviance Capital Partners, LLC74,608$838K0.1%-8,29013F-HRTimeline
Whipplewood Advisors, LLC74,281$834K0.43%-61213F-HRTimeline
Integrity Wealth Partners, LLC73,386$824K0.74%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding70,843$796K+19,524Timeline
Uniting Wealth Partners, LLC70,114$792K0.17%new13F-HRTimeline
Private Advisor Group, LLC69,882$785K<0.01%+3313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …67,791$761K0.01%-7,99813F-HRTimelineGroup
Broyhill Asset Management, LLC67,017$753K0.74%-25,24613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC66,431$751K0.05%-1,37513F-HRTimeline
Founders Financial Alliance, LLC64,839$728K0.13%+6,89313F-HRTimeline
FLC Capital Advisors64,446$724K0.13%-6,00013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC59,234$665K0.92%-10,18813F-HRTimeline
Redhawk Wealth Advisors, Inc.57,740$648K0.07%+66113F-HRTimeline
Kovack Advisors, Inc.56,749$639K0.03%-36813F-HRTimeline
Destiny Wealth Partners, LLC54,911$617K0.07%+6,96813F-HRTimeline
Altus Wealth Group LLC53,685$603K0.25%013F-HRTimeline
Lifetime Wealth Management P.C.53,500$601K0.34%-2,50013F-HRTimeline
MYECFO, LLC53,200$597K0.25%013F-HRTimeline
Wealth Alliance Advisory Group, LLC52,682$592K0.09%+33,64113F-HRTimeline
Rothschild Wealth LLC52,096$585K0.05%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC51,763$581K0.01%013F-HRTimelineGroup
Wealth Care LLC50,000$562K0.5%13F-HRTimeline
Realta Investment Advisors46,752$525K0.18%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC45,635$512K<0.01%-11,64013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC45,108$507K0.01%+59913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…44,239$497K<0.01%new13F-HRTimelineGroup
Rinkey Investments43,500$489K0.12%013F-HRTimeline
WCG Wealth Advisors LLC40,870$459K0.01%013F-HRTimeline
HUB Investment Partners, LLC40,787$458K0.01%-8,10713F-HRTimeline
Sowell Financial Services LLC39,862$448K0.02%+2913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,467$443K<0.01%+13,73813F-HRTimelineGroup
Farther Finance Advisors, LLC38,091$435K<0.01%+20613F-HRTimeline
Glen Eagle Advisors, LLC38,509$432K0.06%-4,01713F-HRTimeline
Clear Creek Financial Management, LLC37,991$427K0.03%+19,66913F-HRTimeline
AlphaCore Capital LLC37,713$426K0.01%-3,96113F-HRTimeline
CENTRAL TRUST Co37,000$416K0.01%new13F-HRTimeline
Essential Investment Partners LLC34,500$387K0.36%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,367$386K0.01%+17313F-HR/ATimeline
Rock Point Advisors, LLC34,090$383K0.1%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,966$381K<0.01%+7,78613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,495$376K<0.01%-5,18713F-HRTimeline
Mayflower Financial Advisors, LLC32,689$367K0.04%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC32,600$366K0.02%013F-HRTimeline
Mystic Asset Management, Inc.31,666$356K0.08%013F-HRTimeline
CHAPIN DAVIS, INC.30,705$345K0.08%new13F-HRTimeline
Coastal Bridge Advisors, LLC30,470$342K0.02%-2,31713F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD30,000$337K<0.01%new13F-HRTimelineGroup
Successful Portfolios LLC29,559$329K0.18%-2,00013F-HRTimeline
Financial Engines Advisors L.L.C.28,833$324K<0.01%013F-HRTimeline
Summit Financial, LLC28,381$321K<0.01%+1,45513F-HRTimeline
URS Advisory LLC28,480$320K0.23%+3,40213F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,399$319K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC28,071$315K0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC27,884$313K0.01%013F-HRTimeline
Sanctuary Advisors, LLC27,845$313K<0.01%-2,36713F-HRTimeline
Allworth Financial LP27,158$305K<0.01%+7213F-HRTimeline
Artesa Financial Group, LLC27,132$305K0.29%+3913F-HRTimeline
Fortitude Advisory Group L.L.C.27,087$304K0.14%013F-HRTimeline
Balefire, LLC27,052$304K0.06%+30913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,266$295K<0.01%+52713F-HRTimelineGroup
Moors & Cabot, Inc.25,042$281K0.01%+5,81313F-HRTimeline
TOWER BRIDGE ADVISORS24,629$277K0.03%new13F-HRTimeline
DUNCKER STREETT & CO INC24,000$270K0.05%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding24,000$270KnewTimeline
MSH Capital Advisors LLC23,770$267K0.06%+2,15013F-HRTimeline
Aberdeen Wealth Management LLC23,554$265K0.12%new13F-HRTimeline
Leisure Capital Management23,418$263K0.09%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC23,400$263K0.08%+4,10013F-HRTimeline
Edgemoor Investment Advisors, Inc.23,217$261K0.02%new13F-HRTimeline
Curi Capital, LLC23,062$261K<0.01%+9,00013F-HRTimeline
Indiana Trust & Investment Management Co23,000$258K0.08%-72,50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,781$256K<0.01%-2,70213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC22,725$255K0.01%+5,20013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.22,696$255K<0.01%13F-HRTimelineGroup
Retirement Planning Group, LLC21,578$242K0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC21,500$241K0.02%-1,74313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC21,425$241K0.05%013F-HRTimeline
Pointe Capital Management LLC21,015$236K0.12%013F-HRTimeline
Quantinno Capital Management LP20,877$234K<0.01%+10,37713F-HRTimeline
Keystone Financial Group20,359$229K0.02%+10,00013F-HRTimeline
Independent Advisor Alliance20,159$226K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC20,000$225K0.03%new13F-HRTimeline
Kuhn & Co Investment Counsel19,882$223K0.14%013F-HRTimeline
WEDBUSH SECURITIES INC19,779$222K0.01%+8,43413F-HRTimeline
Seelaus Asset Management LLC19,650$221K0.16%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC19,553$220K0.05%+10013F-HRTimeline
AE Wealth Management LLC19,343$217K<0.01%+1,33813F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC19,276$216K0.17%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…19,180$215K0.09%+813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.18,982$213K0.12%013F-HRTimeline
Great Lakes Retirement, Inc.18,736$212K0.02%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,763$211K<0.01%013F-HRTimelineGroup
Sigma Planning Corp18,581$209K0.01%+34713F-HRTimeline
Mezzasalma Advisors, LLC18,377$206K0.05%+19913F-HRTimeline
Sovereign Financial Group, Inc.18,051$203K0.04%+1,50213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,892$201K0.02%+97813F-HRTimeline
Wealthspire Advisors, LLC17,802$200K<0.01%+3,10013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT17,711$199K0.01%013F-HRTimelineGroup
World Investment Advisors17,682$199K<0.01%-5,96213F-HRTimeline
Advisory Services Network, LLC17,560$197K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC17,007$191K0.01%+2,53813F-HRTimeline
Arax Advisory Partners16,940$190K0.01%+14,78513F-HRTimeline
TWO SIGMA SECURITIES, LLC16,868$189K0.02%-5,55313F-HRTimeline
Lantz Financial LLC16,663$187K0.04%013F-HRTimeline
Sunbelt Securities, Inc.16,529$186K0.01%+1,15013F-HRTimeline
Barry Investment Advisors, LLC16,416$185K0.04%013F-HRTimeline
Strategic Financial Concepts, LLC16,405$184K0.05%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC16,045$180K<0.01%new13F-HRTimeline
Caitlin John, LLC16,000$180K0.11%-10,60013F-HRTimeline
ALTFEST L J & CO INC15,739$177K0.02%013F-HRTimeline
RFG Advisory, LLC15,733$177K<0.01%013F-HRTimeline