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