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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43 | $535 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.50K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 492 | $6.12K | 0.00% | +492 | New |
| 1620 Investment Advisors, Inc. | 536 | $6.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 550 | $6.84K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,064 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,897 | $48.5K | 0.00% | +3,897 | New |
| Kestra Advisory Services, LLC | 7,927 | $98.6K | 0.00% | +7,927 | New |
| Private Trust Co NA | 9,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 11,566 | $144.0K | 0.00% | +11,566 | New |
| Janney Montgomery Scott LLC | 12,100 | $151.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,344 | $153.6K | 0.00% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 12,600 | $156.7K | 0.17% | +12,600 | New |
| Maia Wealth LLC | 12,848 | $168.9K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,823 | $172.0K | 0.00% | +3,200+30.1% | Added |
| Snowden Capital Advisors LLC | 14,454 | $179.8K | 0.00% | +85+0.6% | Added |
| Advisor Group Holdings, Inc. | 16,332 | $203.2K | 0.00% | −2,899−15.1% | Reduced |
| Perigon Wealth Management, LLC | 16,950 | $210.9K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $212.6K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $222.1K | 0.04% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 18,425 | $229.2K | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,207 | $238.9K | 0.00% | +5,428+39.4% | Added |
| Stifel Financial Corp | 19,912 | $247.7K | 0.00% | +10.0% | Added |
| Strait & Sound Wealth Management LLC | 20,833 | $259.2K | 0.10% | −85−0.4% | Reduced |
| Modern Wealth Management, LLC | 21,185 | $263.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $271.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,931 | $272.8K | 0.00% | +21,931 | New |
| Cerity Partners LLC | 22,046 | $274.3K | 0.00% | −5,332−19.5% | Reduced |
| Comerica Bank | 22,207 | $276.3K | 0.00% | +5,428+32.3% | Added |
| D.A. Davidson & Co. | 22,791 | $283.5K | 0.00% | +4,705+26.0% | Added |
| Ehrlich Financial Group | 22,959 | $285.6K | 0.16% | +106+0.5% | Added |
| Castle Rock Wealth Management, LLC | 24,192 | $311.6K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,246 | $314.1K | 0.00% | +456+1.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $348.3K | 0.20% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,553 | $355.2K | 0.03% | +39+0.1% | Added |
| Lazari Capital Management, Inc. | 28,761 | $357.8K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 30,825 | $383.5K | 0.00% | +8,771+39.8% | Added |
| MKT Advisors LLC | 30,934 | $387.0K | 0.13% | −40,709−56.8% | Reduced |
| Bank of America Corp | 34,324 | $427.0K | 0.00% | +92+0.3% | Added |
| Diligent Investors, LLC | 36,000 | $447.8K | 0.11% | +175+0.5% | Added |
| DWR Wealth Management, LLC | 38,541 | $479.1K | 0.44% | +38,541 | New |
| The PNC Financial Services Group, Inc. | 40,618 | $505.3K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 41,436 | $515.5K | 0.05% | +4,000+10.7% | Added |
| Blue Zone Wealth Advisors, LLC | 47,621 | $592.4K | 0.11% | −10,606−18.2% | Reduced |
| Royal Bank of Canada | 49,005 | $610.0K | 0.00% | +3,621+8.0% | Added |
| Bridgewealth Advisory Group, LLC | 52,932 | $658.5K | 0.15% | +252+0.5% | Added |
| Rareview Capital LLC | 58,788 | $691.9K | 0.45% | +78+0.1% | Added |
| Wedbush Securities Inc | 60,797 | $756.0K | 0.02% | −5,277−8.0% | Reduced |
| J.W. Cole Advisors, Inc. | 66,000 | $821.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 70,100 | $872.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 70,183 | $873.1K | 0.00% | +23,448+50.2% | Added |
| Raymond James Financial Inc | 93,382 | $1.16M | 0.00% | +8,143+9.6% | Added |
| Mariner, LLC | 153,125 | $1.90M | 0.00% | −3,178−2.0% | Reduced |
| Evoke Wealth, LLC | 153,197 | $1.91M | 0.04% | +669+0.4% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.64M | 1.97% | 00.0% | Unchanged |
| UBS Group AG | 242,891 | $3.02M | 0.00% | +913+0.4% | Added |
| LPL Financial LLC | 266,090 | $3.31M | 0.00% | +7,692+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 270,000 | $3.36M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 316,709 | $3.94M | 0.14% | +29,101+10.1% | Added |
| Wells Fargo & Company | 568,912 | $7.08M | 0.00% | +60,817+12.0% | Added |
| Advisors Asset Management, Inc. | 964,891 | $12.0M | 0.20% | +447,711+86.6% | Added |
| Guggenheim Capital LLC | 1,107,420 | $13.8M | 0.10% | +109,771+11.0% | Added |
| Morgan Stanley | 2,916,009 | $36.3M | 0.00% | +52,284+1.8% | Added |
| 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 |