XNEAX Institutional Ownership & Shareholders
NUVEEN AMT-FR QLTY MUNI INC (XNEAX) is currently held by 291 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $602.01M 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 XNEAX tracked by InsiderSet, reporting ownership valued at approximately $115.56M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed XNEAX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in NUVEEN AMT-FR QLTY MUNI INC (XNEAX).
This page ranks the largest institutional XNEAX 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
291
Total Reported Value
$602.01M
Largest Holder
Morgan Stanley
Largest Position
$115.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,842,925 | $115,555,956 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 3,591,041 | $42,158,812 | — | — | — | |
| Guggenheim Capital Llc | 0.26% | 3,379,045 | $39,669,988 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 2,907,418 | $34,133,087 | — | — | — | |
| Ubs Group Ag | 0.00% | 1,639,106 | $19,243,104 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.54% | 1,842,345 | $18,331,333 | — | — | — | |
| Lpl Financial Llc | 0.00% | 1,472,608 | $17,288,414 | — | — | — | |
| Van Eck Associates Corp | 0.01% | 1,413,670 | $16,596,486 | — | — | — | |
| Mcgowan Group Asset Management, Inc. | 2.01% | 1,410,013 | $16,553,549 | — | — | — | |
| Bank Of America Corp | 0.00% | 1,391,457 | $16,335,704 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 1,253,765 | $14,720,000 | — | — | — | |
| Stifel Financial Corp | 0.01% | 1,123,071 | $13,184,865 | — | — | — | |
| Congress Park Capital Llc | 2.62% | 1,005,000 | $9,999,750 | — | — | — | |
| Melone Private Wealth, Llc | 3.86% | 988,236 | $9,832,943 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 694,032 | $8,148,046 | — | — | — | |
| Eagle Bluffs Wealth Management Llc | 2.65% | 770,684 | $7,720,466 | — | — | — | |
| Byrne Financial Freedom, Llc | 2.88% | 628,111 | $7,374,020 | — | — | — | |
| Cetera Investment Advisers | 0.01% | 582,857 | $6,842,740 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 579,186 | $6,799,637 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 539,031 | $6,328,220 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 487,086 | $5,718,987 | — | — | — | |
| Advisors Asset Management, Inc. | 0.06% | 287,746 | $4,488,838 | — | — | — | |
| Palogic Value Management, L.P. | 1.58% | 380,871 | $4,471,426 | — | — | — | |
| Cresta Advisors, Ltd. | 1.93% | 445,647 | $4,434,188 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 367,537 | $4,314,893 | — | — | — | |
| Merit Financial Group, Llc | 0.03% | 362,233 | $4,252,611 | — | — | — | |
| Janney Montgomery Scott Llc | 0.01% | 312,483 | $3,669,000 | — | — | — | |
| Savant Capital, Llc | 0.01% | 314,670 | $3,613,910 | — | — | — | |
| Cura Wealth Advisors, Llc | 1.51% | 302,000 | $3,545,480 | — | — | — | |
| Sit Investment Associates Inc | 0.07% | 293,429 | $3,445,000 | — | — | — | |
| Cohen & Steers, Inc. | 0.01% | 279,411 | $3,280,000 | — | — | — | |
| &Partners | 0.01% | 260,261 | $3,055,467 | — | — | — | |
| Capital Investment Advisors, Llc | 0.04% | 304,992 | $3,034,671 | — | — | — | |
| Horizon Kinetics Asset Management Llc | 0.03% | 254,046 | $2,982,500 | — | — | — | |
| Kim, Llc | 0.39% | 243,700 | $2,861,038 | — | — | — | |
| Jupiter Wealth Management Llc | 1.13% | 240,237 | $2,820,385 | — | — | — | |
| Intellectus Partners, Llc | 0.49% | 237,833 | $2,807,063 | — | — | — | |
| Lido Advisors, Llc | 0.01% | 230,798 | $2,725,273 | — | — | — | |
| Fiera Capital Corp | 0.01% | 221,530 | $2,600,762 | — | — | — | |
| Invesco Ltd. | 0.00% | 214,527 | $2,518,547 | — | — | — | |
| Wakefield Asset Management Lllp | 0.53% | 199,971 | $2,348,569 | — | — | — | |
| Harbour Investments, Inc. | 0.03% | 198,601 | $2,331,573 | — | — | — | |
| Truist Financial Corp | 0.00% | 231,137 | $2,299,818 | — | — | — | |
| Newedge Advisors, Llc | 0.01% | 179,805 | $2,110,915 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 173,183 | $2,033,173 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 162,816 | $1,911,470 | — | — | — | |
| Tyche Wealth Partners Llc | 0.26% | 156,574 | $1,838,184 | — | — | — | |
| Ibex Wealth Advisors | 0.14% | 147,780 | $1,734,939 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.01% | 143,886 | $1,689,222 | — | — | — | |
| Waverly Advisors, Llc | 0.01% | 143,327 | $1,682,659 | — | — | — |
Frequently asked questions about XNEAX
Who are the largest institutional holders of XNEAX?
The largest institutional holders of XNEAX reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Guggenheim Capital Llc, Wells Fargo & Company/Mn, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported XNEAX position.
What is XNEAX institutional ownership?
This page tracks XNEAX positions reported by institutional investment managers through SEC Form 13F. NUVEEN AMT-FR QLTY MUNI INC (XNEAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XNEAX?
InsiderSet currently tracks 291 institutional managers reporting XNEAX 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 XNEAX shareholders.
How much XNEAX stock do institutions own?
Institutional investment managers disclosed approximately $602.01M in XNEAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XNEAX institutional ownership last updated?
The latest XNEAX 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 XNEAX 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 XNEAX position after the reporting date.
Are institutions buying or selling XNEAX?
Institutional buying and selling can be analyzed by comparing XNEAX positions across consecutive 13F reporting periods. InsiderSet's XNEAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XNEAX ownership changes.
How has XNEAX institutional ownership changed over time?
InsiderSet tracks XNEAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.