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, Q1 2026
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Mar 31, 2026. 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
- 80
- +15 vs. Q4 2025
- Shares held
- 9.45M
- +911.8K (+10.7%) vs. Q4 2025
- Total value
- $112.5M
- +$6.24M (+5.9%) vs. Q4 2025
- New holders
- 18
- 23 more added
- Sold out
- 3
- 13 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,243,742 | $38.6M | 0.00% | +327,733+11.2% | Added |
| Advisors Asset Management, Inc. | 1,076,013 | $12.8M | 0.21% | +111,122+11.5% | Added |
| Guggenheim Capital LLC | 1,074,659 | $12.8M | 0.10% | −32,761−3.0% | Reduced |
| Wells Fargo & Company | 566,898 | $6.75M | 0.00% | −2,014−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 350,212 | $4.17M | 0.14% | +33,503+10.6% | Added |
| Northwestern Mutual Wealth Management Co | 290,000 | $3.45M | 0.00% | +20,000+7.4% | Added |
| LPL Financial LLC | 286,334 | $3.41M | 0.00% | +20,244+7.6% | Added |
| UBS Group AG | 240,225 | $2.86M | 0.00% | −2,666−1.1% | Reduced |
| DKM Wealth Management, Inc. | 212,592 | $2.53M | 1.82% | 00.0% | Unchanged |
| Mariner, LLC | 155,967 | $1.86M | 0.00% | +2,842+1.9% | Added |
| Evoke Wealth, LLC | 143,219 | $1.72M | 0.03% | −9,978−6.5% | Reduced |
| Ameriprise Financial Inc | 105,254 | $1.25M | 0.00% | +35,071+50.0% | Added |
| Raymond James Financial Inc | 102,235 | $1.22M | 0.00% | +8,853+9.5% | Added |
| Wedbush Securities Inc | 76,929 | $915.0K | 0.03% | +16,132+26.5% | Added |
| Allianz Asset Management GmbH | 70,100 | $834.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 60,791 | $723.4K | 0.00% | +38,000+166.7% | Added |
| Rareview Capital LLC | 58,827 | $692.4K | 0.41% | +39+0.1% | Added |
| Bank of America Corp | 56,507 | $672.4K | 0.00% | +22,183+64.6% | Added |
| Integrated Wealth Concepts LLC | 55,039 | $655.0K | 0.01% | +55,039 | New |
| Mather Group, LLC. | 54,160 | $644.5K | 0.01% | +54,160 | New |
| DWR Wealth Management, LLC | 54,096 | $634.6K | 0.55% | +15,555+40.4% | Added |
| GK Wealth Management LLC | 54,096 | $634.6K | 0.55% | +54,096 | New |
| Bridgewealth Advisory Group, LLC | 53,059 | $631.4K | 0.13% | +127+0.2% | Added |
| Royal Bank of Canada | 48,037 | $572.0K | 0.00% | −968−2.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 45,985 | $547.2K | 0.11% | −1,636−3.4% | Reduced |
| Apriem Advisors | 43,436 | $516.9K | 0.05% | +2,000+4.8% | Added |
| The PNC Financial Services Group, Inc. | 40,618 | $483.4K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 38,080 | $453.2K | 0.02% | +38,080 | New |
| Diligent Investors, LLC | 36,087 | $429.4K | 0.11% | +87+0.2% | Added |
| Jane Street Group, LLC | 32,459 | $386.3K | 0.00% | +10,528+48.0% | Added |
| MAI Capital Management | 30,000 | $357.0K | 0.00% | +30,000 | New |
| Stifel Financial Corp | 29,228 | $347.8K | 0.00% | +9,316+46.8% | Added |
| MKT Advisors LLC | 28,883 | $344.0K | 0.12% | −2,051−6.6% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $342.3K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,372 | $337.6K | 0.03% | −181−0.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $333.2K | 0.21% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,011 | $297.6K | 0.00% | +25,011 | New |
| Castle Rock Wealth Management, LLC | 24,192 | $289.3K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23,791 | $283.1K | 0.00% | +23,791 | New |
| Cetera Investment Advisers | 23,609 | $280.9K | 0.00% | −1,637−6.5% | Reduced |
| Ehrlich Financial Group | 23,012 | $273.8K | 0.16% | +53+0.2% | Added |
| Cerity Partners LLC | 22,046 | $262.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $258.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,722 | $258.5K | 0.00% | −9,103−29.5% | Reduced |
| Modern Wealth Management, LLC | 21,185 | $253.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,791 | $247.4K | 0.00% | +1,584+8.2% | Added |
| Strait & Sound Wealth Management LLC | 19,718 | $234.6K | 0.09% | −1,115−5.4% | Reduced |
| Core Wealth Partners LLC | 18,425 | $219.3K | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,000 | $214.2K | 0.00% | +18,000 | New |
| FLC Capital Advisors | 17,850 | $212.4K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $203.4K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $201.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,087 | $191.4K | 0.00% | −245−1.5% | Reduced |
| MML Investors Services, LLC | 15,386 | $183.1K | 0.00% | +15,386 | New |
| Tortuga Wealth Management, Inc | 14,600 | $173.7K | 0.16% | +2,000+15.9% | Added |
| Snowden Capital Advisors LLC | 14,458 | $173.1K | 0.00% | +40.0% | Added |
| Farther Finance Advisors, LLC | 13,823 | $165.6K | 0.00% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 13,894 | $165.3K | 0.02% | +13,894 | New |
| Maia Wealth LLC | 12,848 | $152.9K | 0.03% | 00.0% | Unchanged |
| Foronjy Financial LLC | 12,810 | $152.4K | 0.06% | +12,810 | New |
| Mutual Advisors, LLC | 12,344 | $146.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,100 | $144.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,566 | $138.0K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 10,510 | $125.1K | 0.00% | +10,510 | New |
| Susquehanna International Group, LLP | 10,501 | $125.0K | 0.00% | +10,501 | New |
| Independent Financial Group, LLC | 10,000 | $119.0K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 10,000 | $119.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 9,000 | $107.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,822 | $69.3K | 0.00% | +1,925+49.4% | Added |
| Assetmark, Inc | 4,218 | $50.2K | 0.00% | +4,218 | New |
| Peterson Wealth Management | 2,696 | $32.1K | 0.02% | +2,696 | New |
| Golden State Wealth Management, LLC | 2,064 | $24.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,500 | $17.9K | 0.01% | +1,500 | New |
| Penserra Capital Management LLC | 1,150 | $13.0K | 0.00% | +1,150 | New |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.00% | +900 | New |
| 1620 Investment Advisors, Inc. | 536 | $6.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 524 | $6.24K | 0.00% | −26−4.7% | Reduced |
| Whittier Trust Co | 200 | $2.38K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43 | $512 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $36 | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,927−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |