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, Q4 2025
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Dec 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
- +2 vs. Q3 2025
- Shares held
- 8.56M
- +474.4K (+5.9%) vs. Q3 2025
- Total value
- $106.5M
- +$4.07M (+4.0%) vs. Q3 2025
- New holders
- 8
- 26 more added
- Sold out
- 6
- 7 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,916,009 | $36.3M | 0.00% | +52,284+1.8% | Added |
| Guggenheim Capital LLC | 1,107,420 | $13.8M | 0.10% | +109,771+11.0% | Added |
| Advisors Asset Management, Inc. | 964,891 | $12.0M | 0.20% | +447,711+86.6% | Added |
| Wells Fargo & Company | 568,912 | $7.08M | 0.00% | +60,817+12.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 316,709 | $3.94M | 0.14% | +29,101+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 270,000 | $3.36M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 266,090 | $3.31M | 0.00% | +7,692+3.0% | Added |
| UBS Group AG | 242,891 | $3.02M | 0.00% | +913+0.4% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.64M | 1.97% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 153,197 | $1.91M | 0.04% | +669+0.4% | Added |
| Mariner, LLC | 153,125 | $1.90M | 0.00% | −3,178−2.0% | Reduced |
| Raymond James Financial Inc | 93,382 | $1.16M | 0.00% | +8,143+9.6% | Added |
| Ameriprise Financial Inc | 70,183 | $873.1K | 0.00% | +23,448+50.2% | Added |
| Allianz Asset Management GmbH | 70,100 | $872.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 66,000 | $821.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 60,797 | $756.0K | 0.02% | −5,277−8.0% | Reduced |
| Rareview Capital LLC | 58,788 | $691.9K | 0.45% | +78+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 52,932 | $658.5K | 0.15% | +252+0.5% | Added |
| Royal Bank of Canada | 49,005 | $610.0K | 0.00% | +3,621+8.0% | Added |
| Blue Zone Wealth Advisors, LLC | 47,621 | $592.4K | 0.11% | −10,606−18.2% | Reduced |
| Apriem Advisors | 41,436 | $515.5K | 0.05% | +4,000+10.7% | Added |
| The PNC Financial Services Group, Inc. | 40,618 | $505.3K | 0.00% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 38,541 | $479.1K | 0.44% | +38,541 | New |
| Diligent Investors, LLC | 36,000 | $447.8K | 0.11% | +175+0.5% | Added |
| Bank of America Corp | 34,324 | $427.0K | 0.00% | +92+0.3% | Added |
| MKT Advisors LLC | 30,934 | $387.0K | 0.13% | −40,709−56.8% | Reduced |
| Creative Planning | 30,825 | $383.5K | 0.00% | +8,771+39.8% | Added |
| Lazari Capital Management, Inc. | 28,761 | $357.8K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,553 | $355.2K | 0.03% | +39+0.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $348.3K | 0.20% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,246 | $314.1K | 0.00% | +456+1.8% | Added |
| Castle Rock Wealth Management, LLC | 24,192 | $311.6K | 0.07% | 00.0% | Unchanged |
| Ehrlich Financial Group | 22,959 | $285.6K | 0.16% | +106+0.5% | Added |
| D.A. Davidson & Co. | 22,791 | $283.5K | 0.00% | +4,705+26.0% | Added |
| Comerica Bank | 22,207 | $276.3K | 0.00% | +5,428+32.3% | Added |
| Cerity Partners LLC | 22,046 | $274.3K | 0.00% | −5,332−19.5% | Reduced |
| Jane Street Group, LLC | 21,931 | $272.8K | 0.00% | +21,931 | New |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $271.1K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 21,185 | $263.5K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 20,833 | $259.2K | 0.10% | −85−0.4% | Reduced |
| Stifel Financial Corp | 19,912 | $247.7K | 0.00% | +10.0% | Added |
| Envestnet Asset Management Inc | 19,207 | $238.9K | 0.00% | +5,428+39.4% | Added |
| Core Wealth Partners LLC | 18,425 | $229.2K | 0.10% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $222.1K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $212.6K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $210.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,332 | $203.2K | 0.00% | −2,899−15.1% | Reduced |
| Snowden Capital Advisors LLC | 14,454 | $179.8K | 0.00% | +85+0.6% | Added |
| Farther Finance Advisors, LLC | 13,823 | $172.0K | 0.00% | +3,200+30.1% | Added |
| Maia Wealth LLC | 12,848 | $168.9K | 0.03% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 12,600 | $156.7K | 0.17% | +12,600 | New |
| Mutual Advisors, LLC | 12,344 | $153.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,100 | $151.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,566 | $144.0K | 0.00% | +11,566 | New |
| Independent Financial Group, LLC | 10,000 | $124.4K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 10,000 | $124.4K | 0.02% | +10,000 | New |
| Private Trust Co NA | 9,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,927 | $98.6K | 0.00% | +7,927 | New |
| Hollencrest Capital Management | 3,897 | $48.5K | 0.00% | +3,897 | New |
| Golden State Wealth Management, LLC | 2,064 | $25.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 550 | $6.84K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 536 | $6.67K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 492 | $6.12K | 0.00% | +492 | New |
| Whittier Trust Co | 200 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43 | $535 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 0 | $0 | 0.00% | −246,772−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −34,770−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −27,511−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −19,513−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,003−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Napa Wealth Management | – | – | – | – | Not filed |