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