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 2025
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 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
- 68
- +3 vs. Q1 2025
- Shares held
- 7.40M
- +196.5K (+2.7%) vs. Q1 2025
- Total value
- $87.1M
- −$3.60M (−4.0%) vs. Q1 2025
- New holders
- 9
- 20 more added
- Sold out
- 6
- 17 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,695,981 | $31.7M | 0.00% | +257,912+10.6% | Added |
| Guggenheim Capital LLC | 821,309 | $9.67M | 0.08% | −53,315−6.1% | Reduced |
| Wells Fargo & Company | 486,257 | $5.72M | 0.00% | +25,223+5.5% | Added |
| Advisors Asset Management, Inc. | 389,784 | $4.59M | 0.08% | +1,405+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 283,659 | $3.34M | 0.13% | −624−0.2% | Reduced |
| Fiera Capital Corp | 248,162 | $2.92M | 0.01% | −3,150−1.3% | Reduced |
| LPL Financial LLC | 227,772 | $2.68M | 0.00% | +10,516+4.8% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.50M | 2.16% | 00.0% | Unchanged |
| UBS Group AG | 187,118 | $2.20M | 0.00% | −20,216−9.8% | Reduced |
| Evoke Wealth, LLC | 152,002 | $1.80M | 0.04% | +1,239+0.8% | Added |
| Mariner, LLC | 152,815 | $1.80M | 0.00% | −18,764−10.9% | Reduced |
| Raymond James Financial Inc | 83,841 | $986.8K | 0.00% | +15,693+23.0% | Added |
| Balyasny Asset Management LLC | 83,221 | $979.5K | 0.00% | +83,221 | New |
| J.W. Cole Advisors, Inc. | 82,000 | $965.1K | 0.02% | 00.0% | Unchanged |
| MKT Advisors LLC | 71,643 | $843.2K | 0.33% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 70,100 | $825.1K | 0.00% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 66,146 | $778.5K | 0.19% | −4,021−5.7% | Reduced |
| Rareview Capital LLC | 58,648 | $690.3K | 0.44% | −4,925−7.7% | Reduced |
| Wedbush Securities Inc | 57,286 | $674.0K | 0.02% | +102+0.2% | Added |
| Napa Wealth Management | 55,029 | $647.7K | 0.31% | −13,033−19.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 52,479 | $617.7K | 0.16% | +52,479 | New |
| Royal Bank of Canada | 45,993 | $541.0K | 0.00% | +1,034+2.3% | Added |
| Apriem Advisors | 43,008 | $506.2K | 0.05% | −199−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 40,618 | $478.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 35,401 | $416.7K | 0.00% | +749+2.2% | Added |
| Integrated Wealth Concepts LLC | 34,761 | $409.1K | 0.00% | +90.0% | Added |
| Diligent Investors, LLC | 33,487 | $394.1K | 0.09% | +132+0.4% | Added |
| Ameriprise Financial Inc | 33,188 | $390.6K | 0.00% | −24,449−42.4% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $338.5K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 27,519 | $324.0K | 0.02% | +27,519 | New |
| Van Hulzen Asset Management, LLC | 27,467 | $323.3K | 0.03% | −1,072−3.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $322.3K | 0.21% | −2,149−7.1% | Reduced |
| Cerity Partners LLC | 27,378 | $322.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,081 | $307.0K | 0.00% | −4,435−14.5% | Reduced |
| CI Private Wealth, LLC | 24,574 | $289.2K | 0.00% | +500+2.1% | Added |
| Castle Rock Wealth Management, LLC | 24,192 | $278.0K | 0.06% | +50.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $255.0K | 0.00% | +7,000+47.8% | Added |
| Creative Planning | 21,216 | $249.7K | 0.00% | +87+0.4% | Added |
| Modern Wealth Management, LLC | 21,185 | $249.3K | 0.01% | +21,185 | New |
| Strait & Sound Wealth Management LLC | 20,918 | $246.2K | 0.10% | −1,050−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 19,913 | $234.4K | 0.00% | +611+3.2% | Added |
| Bank of Montreal | 19,299 | $227.1K | 0.00% | 00.0% | Unchanged |
| Ehrlich Financial Group | 19,215 | $226.2K | 0.15% | +61+0.3% | Added |
| Core Wealth Partners LLC | 18,425 | $216.9K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $210.1K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $201.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,026 | $200.4K | 0.00% | +200+1.2% | Added |
| Perigon Wealth Management, LLC | 16,950 | $199.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,724 | $185.1K | 0.00% | +15,724 | New |
| HRT Financial LP | 15,229 | $179.0K | 0.00% | +15,229 | New |
| Myecfo, LLC | 15,000 | $176.6K | 0.09% | −54,500−78.4% | Reduced |
| Camelot Technology Advisors, Inc. | 14,501 | $170.7K | 0.15% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,365 | $170.2K | 0.01% | −3,223−18.3% | Reduced |
| Mutual Advisors, LLC | 13,984 | $161.4K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,561 | $147.8K | 0.00% | −3,330−21.0% | Reduced |
| Janney Montgomery Scott LLC | 12,100 | $142.0K | 0.00% | +1,500+14.2% | Added |
| Farther Finance Advisors, LLC | 10,623 | $125.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,000 | $117.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,000 | $105.9K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $35.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,599 | $30.6K | 0.00% | +2,599 | New |
| Golden State Wealth Management, LLC | 2,064 | $24.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 536 | $6.31K | 0.00% | +266+98.5% | Added |
| Parallel Advisors, LLC | 510 | $6.00K | 0.00% | +510 | New |
| Whittier Trust Co | 200 | $2.35K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12 | $141 | 0.00% | +12 | New |
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −74,913−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −27,310−100.0% | Sold out |
| LifeGoal Wealth Advisors | 0 | $0 | 0.00% | −16,140−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −14,504−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Financial Network Wealth Management LLC | – | – | – | – | Not filed |