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, Q3 2025
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Sep 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
- 65
- −3 vs. Q2 2025
- Shares held
- 8.14M
- +742.8K (+10.0%) vs. Q2 2025
- Total value
- $103.2M
- +$16.0M (+18.4%) vs. Q2 2025
- New holders
- 7
- 25 more added
- Sold out
- 10
- 9 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,863,725 | $36.3M | 0.00% | +167,744+6.2% | Added |
| Guggenheim Capital LLC | 997,649 | $12.6M | 0.09% | +176,340+21.5% | Added |
| Advisors Asset Management, Inc. | 517,180 | $6.55M | 0.11% | +127,396+32.7% | Added |
| Wells Fargo & Company | 508,095 | $6.44M | 0.00% | +21,838+4.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 287,608 | $3.64M | 0.13% | +3,949+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 270,000 | $3.42M | 0.00% | +270,000 | New |
| LPL Financial LLC | 258,398 | $3.27M | 0.00% | +30,626+13.4% | Added |
| Fiera Capital Corp | 246,772 | $3.13M | 0.01% | −1,390−0.6% | Reduced |
| UBS Group AG | 241,978 | $3.07M | 0.00% | +54,860+29.3% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.69M | 2.16% | 00.0% | Unchanged |
| Mariner, LLC | 156,303 | $1.98M | 0.00% | +3,488+2.3% | Added |
| Evoke Wealth, LLC | 152,528 | $1.94M | 0.04% | +526+0.3% | Added |
| Raymond James Financial Inc | 85,239 | $1.08M | 0.00% | +1,398+1.7% | Added |
| MKT Advisors LLC | 71,643 | $915.6K | 0.34% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 70,100 | $888.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 66,074 | $837.0K | 0.03% | +8,788+15.3% | Added |
| J.W. Cole Advisors, Inc. | 66,000 | $836.2K | 0.02% | −16,000−19.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 58,227 | $737.7K | 0.15% | −7,919−12.0% | Reduced |
| Napa Wealth Management | 55,249 | $700.0K | 0.33% | +220+0.4% | Added |
| Rareview Capital LLC | 58,710 | $691.0K | 0.42% | +62+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 52,680 | $667.5K | 0.15% | +201+0.4% | Added |
| Ameriprise Financial Inc | 46,735 | $592.1K | 0.00% | +13,547+40.8% | Added |
| Royal Bank of Canada | 45,384 | $575.0K | 0.00% | −609−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 40,618 | $514.6K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 37,436 | $474.3K | 0.04% | −5,572−13.0% | Reduced |
| Diligent Investors, LLC | 35,825 | $453.9K | 0.11% | +2,338+7.0% | Added |
| Integrated Wealth Concepts LLC | 34,770 | $440.5K | 0.00% | +90.0% | Added |
| Bank of America Corp | 34,232 | $433.7K | 0.00% | −1,169−3.3% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $364.4K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,514 | $361.3K | 0.03% | +1,047+3.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $354.8K | 0.22% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 27,511 | $348.6K | 0.00% | +27,511 | New |
| Cerity Partners LLC | 27,378 | $346.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,790 | $314.1K | 0.00% | −1,291−4.9% | Reduced |
| Castle Rock Wealth Management, LLC | 24,192 | $309.8K | 0.07% | 00.0% | Unchanged |
| Ehrlich Financial Group | 22,853 | $289.5K | 0.17% | +3,638+18.9% | Added |
| Creative Planning | 22,054 | $279.4K | 0.00% | +838+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $271.9K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 21,185 | $268.4K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 20,918 | $265.0K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,911 | $252.3K | 0.00% | +2,885+16.9% | Added |
| Bank of Montreal | 19,513 | $247.2K | 0.00% | +214+1.1% | Added |
| Core Wealth Partners LLC | 18,425 | $233.4K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,231 | $230.5K | 0.00% | −682−3.4% | Reduced |
| D.A. Davidson & Co. | 18,086 | $229.2K | 0.00% | +5,525+44.0% | Added |
| FLC Capital Advisors | 17,850 | $226.2K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $216.6K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $214.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 16,779 | $212.6K | 0.00% | +13,779+459.3% | Added |
| Snowden Capital Advisors LLC | 14,369 | $183.1K | 0.01% | +40.0% | Added |
| Envestnet Asset Management Inc | 13,779 | $174.6K | 0.00% | +13,779 | New |
| Maia Wealth LLC | 12,848 | $165.5K | 0.03% | +12,848 | New |
| Mutual Advisors, LLC | 12,344 | $156.8K | 0.00% | −1,640−11.7% | Reduced |
| Janney Montgomery Scott LLC | 12,100 | $153.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,003 | $152.1K | 0.00% | +12,003 | New |
| Farther Finance Advisors, LLC | 10,623 | $134.6K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,000 | $126.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,064 | $26.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 550 | $6.97K | 0.00% | +550 | New |
| 1620 Investment Advisors, Inc. | 536 | $6.79K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.54K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43 | $545 | 0.00% | +43 | New |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −83,221−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,519−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −24,574−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,724−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,229−100.0% | Sold out |
| Myecfo, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Camelot Technology Advisors, Inc. | 0 | $0 | 0.00% | −14,501−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −12−100.0% | Sold out |