NUVEEN CA AMT-FR MUNI INC (XNCMX) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $119.38M 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 $41.58M in its June 30, 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
82
Total Reported Value
$119.38M
Largest Holder
Morgan Stanley
Largest Position
$41.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
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 | — | — | — | |
| Advisors Asset Management, Inc. | 0.24% | 1,240,864 | $15,548,026 | — | — | — | |
| 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. | 1.74% | 212,592 | $2,663,778 | — | — | — | |
| 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 | $1,211,061 | — | — | — | |
| 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 | — | — | — | |
| Castle Rock Wealth Management, Llc | 0.06% | 24,192 | $303,851 | — | — | — | |
| 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 | — | — | — | |
| 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 | — | — | — | |
| Focus Partners Wealth | 0.00% | 18,059 | $226,280 | — | — | — |
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.