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, Q1 2025
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Mar 31, 2025. 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
- 66
- +1 vs. Q4 2024
- Shares held
- 7.21M
- −157.0K (−2.1%) vs. Q4 2024
- Total value
- $90.7M
- −$2.42M (−2.6%) vs. Q4 2024
- New holders
- 8
- 16 more added
- Sold out
- 7
- 18 more reduced
Compare with Q4 2024: 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 | $87.1M |
| Q1 2025 | 66 | $90.7M |
| Q4 2024 | 65 | $93.2M |
| Q3 2024 | 67 | $103.5M |
| Q2 2024 | 64 | $91.1M |
| Q1 2024 | 68 | $96.4M |
| Q4 2023 | 67 | $87.8M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,438,069 | $30.7M | 0.00% | +75,666+3.2% | Added |
| Guggenheim Capital LLC | 874,624 | $11.0M | 0.10% | −102,524−10.5% | Reduced |
| Wells Fargo & Company | 461,034 | $5.80M | 0.00% | +75,858+19.7% | Added |
| Advisors Asset Management, Inc. | 388,379 | $4.89M | 0.09% | +14,022+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 284,283 | $3.58M | 0.16% | −28,437−9.1% | Reduced |
| Fiera Capital Corp | 251,312 | $3.16M | 0.01% | −18,117−6.7% | Reduced |
| LPL Financial LLC | 217,256 | $2.74M | 0.00% | +16,495+8.2% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.68M | 2.60% | 00.0% | Unchanged |
| UBS Group AG | 207,334 | $2.61M | 0.00% | −14,607−6.6% | Reduced |
| Mariner, LLC | 171,579 | $2.16M | 0.00% | −3,731−2.1% | Reduced |
| Evoke Wealth, LLC | 150,763 | $1.91M | 0.05% | +305+0.2% | Added |
| J.W. Cole Advisors, Inc. | 82,000 | $1.03M | 0.03% | +82,000 | New |
| Fisher Asset Management, LLC | 74,913 | $943.2K | 0.00% | +74,913 | New |
| MKT Advisors LLC | 71,643 | $896.3K | 0.42% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 70,167 | $883.4K | 0.25% | −22,776−24.5% | Reduced |
| Allianz Asset Management GmbH | 70,100 | $882.6K | 0.00% | 00.0% | Unchanged |
| Myecfo, LLC | 69,500 | $875.0K | 0.46% | −2,138−3.0% | Reduced |
| Raymond James Financial Inc | 68,148 | $858.0K | 0.00% | −21,891−24.3% | Reduced |
| Napa Wealth Management | 68,062 | $856.9K | 0.48% | −5,093−7.0% | Reduced |
| Rareview Capital LLC | 63,573 | $800.4K | 0.51% | −1,732−2.7% | Reduced |
| Ameriprise Financial Inc | 57,637 | $725.7K | 0.00% | −55,934−49.3% | Reduced |
| Wedbush Securities Inc | 57,184 | $720.0K | 0.03% | −40,378−41.4% | Reduced |
| Royal Bank of Canada | 44,959 | $566.0K | 0.00% | −6,119−12.0% | Reduced |
| Apriem Advisors | 43,207 | $544.0K | 0.06% | +1,300+3.1% | Added |
| The PNC Financial Services Group, Inc. | 40,618 | $511.4K | 0.00% | +40,618 | New |
| Integrated Wealth Concepts LLC | 34,752 | $437.5K | 0.01% | +50.0% | Added |
| Bank of America Corp | 34,652 | $436.3K | 0.00% | +6,385+22.6% | Added |
| Diligent Investors, LLC | 33,355 | $419.9K | 0.10% | +81+0.2% | Added |
| Cetera Investment Advisers | 30,516 | $384.2K | 0.00% | −128−0.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 30,149 | $379.6K | 0.28% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 28,761 | $362.1K | 0.15% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,539 | $359.3K | 0.03% | +18+0.1% | Added |
| Cerity Partners LLC | 27,378 | $344.7K | 0.00% | −644−2.3% | Reduced |
| Cypress Wealth Services, LLC | 27,310 | $343.8K | 0.07% | +321+1.2% | Added |
| Castle Rock Wealth Management, LLC | 24,187 | $304.8K | 0.08% | −1,062−4.2% | Reduced |
| CI Private Wealth, LLC | 24,074 | $303.1K | 0.00% | +24,074 | New |
| Strait & Sound Wealth Management LLC | 21,968 | $276.6K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 21,129 | $266.0K | 0.00% | +55+0.3% | Added |
| Advisor Group Holdings, Inc. | 19,302 | $243.0K | 0.00% | +7,810+68.0% | Added |
| Bank of Montreal | 19,299 | $243.0K | 0.00% | 00.0% | Unchanged |
| Ehrlich Financial Group | 19,154 | $241.1K | 0.18% | +38+0.2% | Added |
| Core Wealth Partners LLC | 18,425 | $232.0K | 0.13% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $224.7K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,588 | $222.8K | 0.01% | +20.0% | Added |
| Pure Financial Advisors, Inc. | 17,094 | $215.2K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $213.4K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,826 | $211.8K | 0.00% | +16,826 | New |
| LifeGoal Wealth Advisors | 16,140 | $203.2K | 0.22% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,891 | $200.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,650 | $184.4K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,504 | $183.7K | 0.00% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 14,501 | $182.6K | 0.17% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $167.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,623 | $134.1K | 0.00% | +6,901+185.4% | Added |
| Janney Montgomery Scott LLC | 10,600 | $133.0K | 0.00% | −6,538−38.1% | Reduced |
| Independent Financial Group, LLC | 10,000 | $125.9K | 0.00% | +10,000 | New |
| Private Trust Co NA | 9,000 | $113.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,135 | $27.0K | 0.01% | +2,135 | New |
| Golden State Wealth Management, LLC | 2,064 | $26.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $11.0K | 0.01% | +900 | New |
| CIBC Private Wealth Group, LLC | 615 | $7.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 334 | $4.21K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 270 | $3.34K | 0.00% | −266−49.6% | Reduced |
| Whittier Trust Co | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Leisure Capital Management | 0 | $0 | 0.00% | −148,157−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −52,231−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −41,753−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −25,446−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,844−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −230−100.0% | Sold out |