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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12 | $141 | 0.00% | +12 | New |
| Whittier Trust Co | 200 | $2.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 510 | $6.00K | 0.00% | +510 | New |
| 1620 Investment Advisors, Inc. | 536 | $6.31K | 0.00% | +266+98.5% | Added |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,064 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,599 | $30.6K | 0.00% | +2,599 | New |
| Comerica Bank | 3,000 | $35.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,000 | $105.9K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,000 | $117.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,623 | $125.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,100 | $142.0K | 0.00% | +1,500+14.2% | Added |
| D.A. Davidson & Co. | 12,561 | $147.8K | 0.00% | −3,330−21.0% | Reduced |
| Mutual Advisors, LLC | 13,984 | $161.4K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,365 | $170.2K | 0.01% | −3,223−18.3% | Reduced |
| Camelot Technology Advisors, Inc. | 14,501 | $170.7K | 0.15% | 00.0% | Unchanged |
| Myecfo, LLC | 15,000 | $176.6K | 0.09% | −54,500−78.4% | Reduced |
| HRT Financial LP | 15,229 | $179.0K | 0.00% | +15,229 | New |
| Susquehanna International Group, LLP | 15,724 | $185.1K | 0.00% | +15,724 | New |
| Perigon Wealth Management, LLC | 16,950 | $199.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,026 | $200.4K | 0.00% | +200+1.2% | Added |
| Pure Financial Advisors, Inc. | 17,094 | $201.2K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $210.1K | 0.04% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 18,425 | $216.9K | 0.11% | 00.0% | Unchanged |
| Ehrlich Financial Group | 19,215 | $226.2K | 0.15% | +61+0.3% | Added |
| Bank of Montreal | 19,299 | $227.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,913 | $234.4K | 0.00% | +611+3.2% | Added |
| Strait & Sound Wealth Management LLC | 20,918 | $246.2K | 0.10% | −1,050−4.8% | Reduced |
| Modern Wealth Management, LLC | 21,185 | $249.3K | 0.01% | +21,185 | New |
| Creative Planning | 21,216 | $249.7K | 0.00% | +87+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $255.0K | 0.00% | +7,000+47.8% | Added |
| Castle Rock Wealth Management, LLC | 24,192 | $278.0K | 0.06% | +50.0% | Added |
| CI Private Wealth, LLC | 24,574 | $289.2K | 0.00% | +500+2.1% | Added |
| Cetera Investment Advisers | 26,081 | $307.0K | 0.00% | −4,435−14.5% | Reduced |
| Cerity Partners LLC | 27,378 | $322.2K | 0.00% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $322.3K | 0.21% | −2,149−7.1% | Reduced |
| Van Hulzen Asset Management, LLC | 27,467 | $323.3K | 0.03% | −1,072−3.8% | Reduced |
| Virtu Financial LLC | 27,519 | $324.0K | 0.02% | +27,519 | New |
| Lazari Capital Management, Inc. | 28,761 | $338.5K | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 33,188 | $390.6K | 0.00% | −24,449−42.4% | Reduced |
| Diligent Investors, LLC | 33,487 | $394.1K | 0.09% | +132+0.4% | Added |
| Integrated Wealth Concepts LLC | 34,761 | $409.1K | 0.00% | +90.0% | Added |
| Bank of America Corp | 35,401 | $416.7K | 0.00% | +749+2.2% | Added |
| The PNC Financial Services Group, Inc. | 40,618 | $478.1K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 43,008 | $506.2K | 0.05% | −199−0.5% | Reduced |
| Royal Bank of Canada | 45,993 | $541.0K | 0.00% | +1,034+2.3% | Added |
| Bridgewealth Advisory Group, LLC | 52,479 | $617.7K | 0.16% | +52,479 | New |
| Napa Wealth Management | 55,029 | $647.7K | 0.31% | −13,033−19.1% | Reduced |
| Wedbush Securities Inc | 57,286 | $674.0K | 0.02% | +102+0.2% | Added |
| Rareview Capital LLC | 58,648 | $690.3K | 0.44% | −4,925−7.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 66,146 | $778.5K | 0.19% | −4,021−5.7% | Reduced |
| Allianz Asset Management GmbH | 70,100 | $825.1K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 71,643 | $843.2K | 0.33% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 82,000 | $965.1K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 83,221 | $979.5K | 0.00% | +83,221 | New |
| Raymond James Financial Inc | 83,841 | $986.8K | 0.00% | +15,693+23.0% | Added |
| Mariner, LLC | 152,815 | $1.80M | 0.00% | −18,764−10.9% | Reduced |
| Evoke Wealth, LLC | 152,002 | $1.80M | 0.04% | +1,239+0.8% | Added |
| UBS Group AG | 187,118 | $2.20M | 0.00% | −20,216−9.8% | Reduced |
| DKM Wealth Management, Inc. | 212,592 | $2.50M | 2.16% | 00.0% | Unchanged |
| LPL Financial LLC | 227,772 | $2.68M | 0.00% | +10,516+4.8% | Added |
| Fiera Capital Corp | 248,162 | $2.92M | 0.01% | −3,150−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 283,659 | $3.34M | 0.13% | −624−0.2% | Reduced |
| Advisors Asset Management, Inc. | 389,784 | $4.59M | 0.08% | +1,405+0.4% | Added |
| Wells Fargo & Company | 486,257 | $5.72M | 0.00% | +25,223+5.5% | Added |
| Guggenheim Capital LLC | 821,309 | $9.67M | 0.08% | −53,315−6.1% | Reduced |
| Morgan Stanley | 2,695,981 | $31.7M | 0.00% | +257,912+10.6% | Added |
| 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 |