NUVEEN CA AMT-FR MUNI INC (XNCMX) Top Institutional Shareholders
NUVEEN CA AMT-FR MUNI INC (XNCMX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $110.89M in XNCMX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XNCMX tracked by InsiderSet, reporting ownership valued at approximately $38.60M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed XNCMX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in NUVEEN CA AMT-FR MUNI INC (XNCMX).
This page ranks the largest institutional XNCMX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$110.89M
Largest Holder
Morgan Stanley
Largest Position
$38.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,243,742 | $38,600,545 | — | — | — | |
| Advisors Asset Management, Inc. | 0.21% | 1,076,013 | $12,804,555 | — | — | — | |
| Guggenheim Capital Llc | 0.10% | 1,074,659 | $12,788,442 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 566,898 | $6,746,089 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 350,212 | $4,167,523 | — | — | — | |
| Northwestern Mutual Wealth Management Co | 0.00% | 290,000 | $3,451,000 | — | — | — | |
| Lpl Financial Llc | 0.00% | 286,334 | $3,407,377 | — | — | — | |
| Ubs Group Ag | 0.00% | 240,225 | $2,858,677 | — | — | — | |
| Dkm Wealth Management, Inc. | 1.82% | 212,592 | $2,529,845 | — | — | — | |
| Mariner, Llc | 0.00% | 155,967 | $1,856,009 | — | — | — | |
| Evoke Wealth, Llc | 0.03% | 143,219 | $1,715,195 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 105,254 | $1,252,524 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 102,235 | $1,216,607 | — | — | — | |
| Allianz Asset Management Gmbh | 0.00% | 70,100 | $834,190 | — | — | — | |
| D.A. Davidson & Co. | 0.00% | 60,791 | $723,413 | — | — | — | |
| Rareview Capital Llc | 0.41% | 58,827 | $692,392 | — | — | — | |
| Bank Of America Corp | 0.00% | 56,507 | $672,431 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 55,039 | $654,965 | — | — | — | |
| Mather Group, Llc. | 0.01% | 54,160 | $644,504 | — | — | — | |
| Dwr Wealth Management, Llc | 0.55% | 54,096 | $634,551 | — | — | — | |
| Gk Wealth Management Llc | 0.55% | 54,096 | $634,551 | — | — | — | |
| Bridgewealth Advisory Group, Llc | 0.13% | 53,059 | $631,403 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 48,037 | $572,000 | — | — | — | |
| Blue Zone Wealth Advisors, Llc | 0.11% | 45,985 | $547,222 | — | — | — | |
| Apriem Advisors | 0.05% | 43,436 | $516,889 | — | — | — | |
| Western Wealth Management, Llc | 0.02% | 38,080 | $453,157 | — | — | — | |
| Diligent Investors, Llc | 0.11% | 36,087 | $429,438 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 32,459 | $386,262 | — | — | — | |
| Mai Capital Management | 0.00% | 30,000 | $357,000 | — | — | — | |
| Stifel Financial Corp | 0.00% | 29,228 | $347,810 | — | — | — | |
| Mkt Advisors Llc | 0.12% | 28,883 | $343,997 | — | — | — | |
| Lazari Capital Management, Inc. | 0.12% | 28,761 | $342,256 | — | — | — | |
| Van Hulzen Asset Management, Llc | 0.03% | 28,372 | $337,630 | — | — | — | |
| Pacific Wealth Strategies Group, Inc. | 0.21% | 28,000 | $333,200 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 25,011 | $297,630 | — | — | — | |
| Castle Rock Wealth Management, Llc | 0.06% | 24,192 | $289,336 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 23,791 | $283,113 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 23,609 | $280,946 | — | — | — | |
| Ehrlich Financial Group | 0.16% | 23,012 | $273,840 | — | — | — | |
| Cerity Partners Llc | 0.00% | 22,046 | $262,347 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,650 | $258,934 | — | — | — | |
| Creative Planning | 0.00% | 21,722 | $258,486 | — | — | — | |
| Modern Wealth Management, Llc | 0.00% | 21,185 | $253,796 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 20,791 | $247,413 | — | — | — | |
| Pnc Financial Services Group, Inc. | 0.00% | 20,309 | $241,677 | — | — | — | |
| Strait & Sound Wealth Management Llc | 0.09% | 19,718 | $234,644 | — | — | — | |
| Core Wealth Partners Llc | 0.10% | 18,425 | $219,258 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,000 | $214,200 | — | — | — | |
| Flc Capital Advisors | 0.04% | 17,850 | $212,415 | — | — | — | |
| Pure Financial Advisors, Llc | 0.00% | 17,094 | $203,419 | — | — | — |
Frequently asked questions about XNCMX
Who owns the most XNCMX stock?
The largest holders of XNCMX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN CA AMT-FR MUNI INC (XNCMX).
Is XNCMX widely held by superinvestors?
Many widely followed stocks like XNCMX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XNCMX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.