Nuveen California Amt-Free Quality Municipal Income Fund
NKX- Exchange
- NYSE
- SEC CIK
- 0001195738
No open-market purchases or sales by Nuveen California Amt-Free Quality Municipal Income Fund insiders were filed in the last 90 days; 85 institutions reported holding it in 13F filings for Q2 2026, worth $125.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 85
- +5 vs. Q1 2026
- Shares held
- 9.99M
- +538.3K (+5.7%) vs. Q1 2026
- Total value
- $125.2M
- +$12.7M (+11.3%) vs. Q1 2026
- New holders
- 14
- 30 more added
- Sold out
- 9
- 10 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NKX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 85 | $125.2M |
| Q1 2026 | 80 | $112.5M |
| Q4 2025 | 66 | $106.5M |
| Q3 2025 | 65 | $103.2M |
| Q2 2025 | 68 | $87.7M |
| Q1 2025 | 66 | $90.7M |
| Q4 2024 | 65 | $93.2M |
| Q3 2024 | 67 | $104.5M |
| Q2 2024 | 64 | $91.1M |
| Q1 2024 | 68 | $147.3M |
| Q4 2023 | 67 | $110.9M |
| Q3 2023 | 61 | $76.3M |
| Q2 2023 | 64 | $83.3M |
| Q1 2023 | 69 | $81.6M |
| Q4 2022 | 63 | $82.6M |
| Q3 2022 | 56 | $73.4M |
| Q2 2022 | 59 | $77.8M |
| Q1 2022 | 68 | $85.6M |
| Q4 2021 | 64 | $99.2M |
| Q3 2021 | 60 | $105.3M |
| Q2 2021 | 66 | $111.1M |
| Q1 2021 | 69 | $102.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,318,107 | $41.6M | 0.00% | +74,365+2.3% | Added |
| Advisors Asset Management, Inc. | 1,240,864 | $15.5M | 0.24% | +164,851+15.3% | Added |
| Guggenheim Capital LLC | 1,116,107 | $14.0M | 0.09% | +41,448+3.9% | Added |
| Wells Fargo & Company | 529,470 | $6.63M | 0.00% | −37,428−6.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 427,631 | $5.36M | 0.15% | +77,419+22.1% | Added |
| LPL Financial LLC | 305,531 | $3.83M | 0.00% | +19,197+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 296,330 | $3.71M | 0.00% | +6,330+2.2% | Added |
| UBS Group AG | 232,754 | $2.92M | 0.00% | −7,471−3.1% | Reduced |
| DKM Wealth Management, Inc. | 212,592 | $2.66M | 1.74% | 00.0% | Unchanged |
| MAI Capital Management | 132,000 | $1.66M | 0.01% | +102,000+340.0% | Added |
| Raymond James Financial Inc | 111,837 | $1.40M | 0.00% | +9,602+9.4% | Added |
| Bank of America Corp | 107,606 | $1.35M | 0.00% | +51,099+90.4% | Added |
| Ameriprise Financial Inc | 102,283 | $1.28M | 0.00% | −2,971−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 96,653 | $1.21M | 0.01% | +41,614+75.6% | Added |
| Wedbush Securities Inc | 79,581 | $997.0K | 0.03% | +2,652+3.4% | Added |
| Jane Street Group, LLC | 74,710 | $936.1K | 0.00% | +42,251+130.2% | Added |
| Private Advisor Group, LLC | 73,594 | $922.1K | 0.00% | +73,594 | New |
| Allianz Asset Management GmbH | 70,100 | $878.4K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 66,000 | $827.0K | 0.01% | +66,000 | New |
| D.A. Davidson & Co. | 64,841 | $812.5K | 0.00% | +4,050+6.7% | Added |
| Rareview Capital LLC | 58,889 | $693.1K | 0.39% | +62+0.1% | Added |
| DWR Wealth Management, LLC | 54,138 | $674.6K | 0.50% | +42+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 53,261 | $667.4K | 0.13% | +202+0.4% | Added |
| Royal Bank of Canada | 49,686 | $623.0K | 0.00% | +1,649+3.4% | Added |
| XTX Topco Ltd | 49,701 | $622.8K | 0.01% | +49,701 | New |
| Mather Group, LLC. | 47,458 | $594.6K | 0.01% | −6,702−12.4% | Reduced |
| Apriem Advisors | 45,436 | $569.3K | 0.05% | +2,000+4.6% | Added |
| Blue Zone Wealth Advisors, LLC | 43,703 | $547.6K | 0.10% | −2,282−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 40,618 | $508.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 35,138 | $440.3K | 0.00% | −120,829−77.5% | Reduced |
| Diligent Investors, LLC | 35,076 | $439.5K | 0.10% | −1,011−2.8% | Reduced |
| Stifel Financial Corp | 34,728 | $435.1K | 0.00% | +5,500+18.8% | Added |
| Western Wealth Management, LLC | 32,529 | $407.6K | 0.01% | −5,551−14.6% | Reduced |
| Stonebridge Financial Group, LLC | 30,650 | $386.0K | 0.05% | +30,650 | New |
| Lazari Capital Management, Inc. | 28,761 | $360.4K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,372 | $355.5K | 0.03% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $350.8K | 0.20% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,909 | $337.2K | 0.00% | +26,909 | New |
| Commonwealth Equity Services, LLC | 25,277 | $316.7K | 0.00% | +266+1.1% | Added |
| Castle Rock Wealth Management, LLC | 24,192 | $303.9K | 0.06% | 00.0% | Unchanged |
| Ehrlich Financial Group | 23,898 | $299.4K | 0.15% | +886+3.9% | Added |
| Fifth Third Bancorp | 23,863 | $299.0K | 0.00% | +72+0.3% | Added |
| Cetera Investment Advisers | 23,475 | $294.1K | 0.00% | −134−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,000 | $289.8K | 0.00% | +1,350+6.2% | Added |
| Readystate Asset Management LP | 22,959 | $287.7K | 0.01% | +22,959 | New |
| Creative Planning | 22,948 | $287.5K | 0.00% | +1,226+5.6% | Added |
| Modern Wealth Management, LLC | 21,185 | $265.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,791 | $260.5K | 0.00% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 20,723 | $259.7K | 0.04% | +20,723 | New |
| Tortuga Wealth Management, Inc | 20,600 | $258.1K | 0.20% | +6,000+41.1% | Added |
| Strait & Sound Wealth Management LLC | 19,718 | $247.1K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,776 | $235.3K | 0.00% | +2,689+16.7% | Added |
| Core Wealth Partners LLC | 18,425 | $230.9K | 0.10% | 00.0% | Unchanged |
| Colony Group, LLC | 18,059 | $226.3K | 0.00% | +18,059 | New |
| Steward Partners Investment Advisory, LLC | 18,000 | $225.5K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $223.7K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 17,709 | $222.4K | 0.07% | −11,174−38.7% | Reduced |
| Pure Financial Advisors, Inc. | 17,094 | $214.2K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $212.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,386 | $192.8K | 0.00% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 14,683 | $184.0K | 0.02% | +789+5.7% | Added |
| Snowden Capital Advisors LLC | 14,462 | $181.3K | 0.00% | +40.0% | Added |
| Farther Finance Advisors, LLC | 13,823 | $172.5K | 0.00% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 13,714 | $171.8K | 0.01% | +13,714 | New |
| Maia Wealth LLC | 12,848 | $161.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,344 | $154.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,100 | $152.0K | 0.00% | 00.0% | Unchanged |
| Tamar Securities, LLC | 11,000 | $137.8K | 0.01% | +11,000 | New |
| Great Valley Advisor Group, Inc. | 10,500 | $131.6K | 0.00% | +10,500 | New |
| Independent Financial Group, LLC | 10,000 | $125.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,000 | $112.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,043 | $75.7K | 0.00% | +6,000+13,953.5% | Added |
| Hollencrest Capital Management | 5,822 | $73.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,450 | $43.0K | 0.00% | +2,300+200.0% | Added |
| Peterson Wealth Management | 2,696 | $33.8K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,064 | $25.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,500 | $18.8K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 750 | $9.40K | 0.00% | +750 | New |
| 1620 Investment Advisors, Inc. | 536 | $6.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 524 | $6.57K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 308 | $3.92K | 0.00% | +308 | New |
| Whittier Trust Co | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 3 | $36 | 0.00% | +3 | New |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −143,219−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −54,096−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −22,046−100.0% | Sold out |
| Foronjy Financial LLC | 0 | $0 | 0.00% | −12,810−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,510−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |