XNCMXNUVEEN CALIF AMT FREE MUNI I
CUSIP 670651108 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Calif Amt Free Muni I (XNCMX) has 80 institutional holders in Filings Flow’s 13F database, together reporting 9.12M shares worth $109M as of Q1 2026. The largest reported holders are Morgan Stanley, Advisors Asset Management, Inc., and Guggenheim Capital LLC.
Institutional Holders
80
Q1 2026
Reported Value
$109M
Ticker
XNCMX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DKM Wealth Management, Inc.$139M AUM | 1.82% | $3M | 212.6K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.55% | $634,551 | 54.1K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.50% | $674,556 | 54.1K | Q2 2026 |
| Rareview Capital LLC$171M AUM | 0.41% | $692,392 | 58.8K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.33% | $700,005 | 55.2K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.21% | $13M | 1.08M | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$160M AUM | 0.21% | $333,200 | 28.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.15% | $299,442 | 23.9K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.15% | $5M | 427.6K | Q2 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.13% | $631,403 | 53.1K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.12% | $342,256 | 28.8K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.11% | $547,222 | 46.0K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.11% | $429,438 | 36.1K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.10% | $219,258 | 18.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.10% | $13M | 1.07M | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.09% | $234,644 | 19.7K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.07% | $222,425 | 17.7K | Q2 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 0.06% | $152,443 | 12.8K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.06% | $303,851 | 24.2K | Q2 2026 |
| Apriem Advisors$1.0B AUM | 0.05% | $516,889 | 43.4K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $212,415 | 17.9K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.03% | $2M | 143.2K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.03% | $152,891 | 12.8K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $337,630 | 28.4K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.02% | $165,344 | 13.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $821,040 | 66.0K | Q4 2025OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.02% | $32,077 | 2.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $453,157 | 38.1K | Q2 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.02% | $119,000 | 10.0K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $3M | 246.8K | Q3 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $17,850 | 1.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $107,100 | 9.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $644,504 | 54.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $654,965 | 55.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $173,145 | 14.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $723,413 | 60.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $253,796 | 21.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.00% | $125,900 | 10.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $6,378 | 536 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $201,705 | 16.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $146,894 | 12.3K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $203,419 | 17.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $24,561 | 2.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $69,282 | 5.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 156.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $36M | 2.92M | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 290.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $357,000 | 30.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $6,236 | 524 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $165,597 | 13.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 566.9K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $276,255 | 22.2K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $214,200 | 18.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 286.3K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $834,190 | 70.1K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $125,069 | 10.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $348,563 | 27.5K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $258,934 | 21.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $283,113 | 23.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $183,088 | 15.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 240.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $297,630 | 25.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $98,607 | 7.9K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 102.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $262,347 | 22.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $347,810 | 29.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $280,946 | 23.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 105.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $191,434 | 16.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $483,354 | 40.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $6,121 | 492 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $258,486 | 21.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $50,194 | 4.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $572,000 | 48.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $247,229 | 19.5K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $247,413 | 20.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $386,262 | 32.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $672,431 | 56.5K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $2,380 | 200 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $152,078 | 12.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $124,962 | 10.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $512 | 43 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $36 | 3 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.