XNCMX Institutional Ownership & Shareholders
NUVEEN CA AMT-FR MUNI INC (XNCMX) is currently held by 81 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $107.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XNCMX tracked by InsiderSet, reporting ownership valued at approximately $41.58M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed XNCMX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Guggenheim Capital Llc, Wells Fargo & Company/Mn, 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
81
Total Reported Value
$107.80M
Largest Holder
Morgan Stanley
Largest Position
$41.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
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% | 3,318,107 | $41,575,887 | — | — | — | |
| Guggenheim Capital Llc | 0.09% | 1,116,107 | $13,984,821 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 529,470 | $6,634,262 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.15% | 427,631 | $5,358,216 | — | — | — | |
| Lpl Financial Llc | 0.00% | 305,531 | $3,828,307 | — | — | — | |
| Ubs Group Ag | 0.00% | 232,754 | $2,916,408 | — | — | — | |
| Dkm Wealth Management, Inc. | 1.77% | 264,743 | $2,787,744 | — | — | — | |
| Advisors Asset Management, Inc. | 0.04% | 172,423 | $2,729,456 | — | — | — | |
| Mai Capital Management | 0.01% | 132,000 | $1,661,309 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 111,837 | $1,401,310 | — | — | — | |
| Bank Of America Corp | 0.00% | 107,606 | $1,348,300 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 102,283 | $1,281,602 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 96,653 | $1,211,060 | — | — | — | |
| Wedbush Securities Inc | 0.03% | 79,581 | $997,000 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 74,710 | $936,116 | — | — | — | |
| Private Advisor Group, Llc | 0.00% | 73,594 | $922,135 | — | — | — | |
| Allianz Asset Management Gmbh | 0.00% | 70,100 | $878,353 | — | — | — | |
| J.W. Cole Advisors, Inc. | 0.01% | 66,000 | $826,980 | — | — | — | |
| D.A. Davidson & Co. | 0.00% | 64,841 | $812,458 | — | — | — | |
| Rareview Capital Llc | 0.39% | 58,889 | $693,120 | — | — | — | |
| Dwr Wealth Management, Llc | 0.50% | 54,138 | $674,556 | — | — | — | |
| Bridgewealth Advisory Group, Llc | 0.13% | 53,261 | $667,358 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 49,686 | $623,000 | — | — | — | |
| Xtx Topco Ltd | 0.01% | 49,701 | $622,754 | — | — | — | |
| Mather Group, Llc. | 0.01% | 47,458 | $594,649 | — | — | — | |
| Apriem Advisors | 0.05% | 45,436 | $569,314 | — | — | — | |
| Blue Zone Wealth Advisors, Llc | 0.10% | 43,703 | $547,599 | — | — | — | |
| Mariner, Llc | 0.00% | 35,138 | $440,279 | — | — | — | |
| Diligent Investors, Llc | 0.10% | 35,076 | $439,506 | — | — | — | |
| Stifel Financial Corp | 0.00% | 34,728 | $435,148 | — | — | — | |
| Western Wealth Management, Llc | 0.01% | 32,529 | $407,589 | — | — | — | |
| Lazari Capital Management, Inc. | 0.11% | 28,761 | $360,375 | — | — | — | |
| Van Hulzen Asset Management, Llc | 0.03% | 28,372 | $355,504 | — | — | — | |
| Pacific Wealth Strategies Group, Inc. | 0.20% | 28,000 | $350,840 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 26,909 | $337,170 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 25,277 | $316,720 | — | — | — | |
| Ehrlich Financial Group | 0.15% | 23,898 | $299,442 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 23,863 | $299,003 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 23,475 | $294,146 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,000 | $289,800 | — | — | — | |
| Readystate Asset Management Lp | 0.01% | 22,959 | $287,676 | — | — | — | |
| Modern Wealth Management, Llc | 0.00% | 21,185 | $265,448 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 20,791 | $260,511 | — | — | — | |
| Peak Retirement Planning, Inc. | 0.04% | 20,723 | $259,658 | — | — | — | |
| Tortuga Wealth Management, Inc | 0.20% | 20,600 | $258,118 | — | — | — | |
| Castle Rock Wealth Management, Llc | 0.05% | 24,192 | $255,709 | — | — | — | |
| Pnc Financial Services Group, Inc. | 0.00% | 20,309 | $254,472 | — | — | — | |
| Strait & Sound Wealth Management Llc | 0.09% | 19,718 | $247,067 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 18,776 | $235,268 | — | — | — | |
| Core Wealth Partners Llc | 0.10% | 18,425 | $230,865 | — | — | — |
Frequently asked questions about XNCMX
Who are the largest institutional holders of XNCMX?
The largest institutional holders of XNCMX reported in the latest SEC Form 13F filings include Morgan Stanley, Guggenheim Capital Llc, Wells Fargo & Company/Mn, Hennion & Walsh Asset Management, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XNCMX position.
What is XNCMX institutional ownership?
This page tracks XNCMX positions reported by institutional investment managers through SEC Form 13F. NUVEEN CA AMT-FR MUNI INC (XNCMX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XNCMX?
InsiderSet currently tracks 81 institutional managers reporting XNCMX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XNCMX shareholders.
How much XNCMX stock do institutions own?
Institutional investment managers disclosed approximately $107.80M in XNCMX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XNCMX institutional ownership last updated?
The latest XNCMX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XNCMX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XNCMX position after the reporting date.
Are institutions buying or selling XNCMX?
Institutional buying and selling can be analyzed by comparing XNCMX positions across consecutive 13F reporting periods. InsiderSet's XNCMX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XNCMX ownership changes.
How has XNCMX institutional ownership changed over time?
InsiderSet tracks XNCMX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.