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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43 | $512 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 524 | $6.24K | 0.00% | −26−4.7% | Reduced |
| 1620 Investment Advisors, Inc. | 536 | $6.38K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.00% | +900 | New |
| Penserra Capital Management LLC | 1,150 | $13.0K | 0.00% | +1,150 | New |
| Wolff Wiese Magana LLC | 1,500 | $17.9K | 0.01% | +1,500 | New |
| Golden State Wealth Management, LLC | 2,064 | $24.6K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,696 | $32.1K | 0.02% | +2,696 | New |
| Assetmark, Inc | 4,218 | $50.2K | 0.00% | +4,218 | New |
| Hollencrest Capital Management | 5,822 | $69.3K | 0.00% | +1,925+49.4% | Added |
| Private Trust Co NA | 9,000 | $107.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Susquehanna International Group, LLP | 10,501 | $125.0K | 0.00% | +10,501 | New |
| Marex Group plc | 10,510 | $125.1K | 0.00% | +10,510 | New |
| Cambridge Investment Research Advisors, Inc. | 11,566 | $138.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,100 | $144.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,344 | $146.9K | 0.00% | 00.0% | Unchanged |
| Foronjy Financial LLC | 12,810 | $152.4K | 0.06% | +12,810 | New |
| Maia Wealth LLC | 12,848 | $152.9K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 13,894 | $165.3K | 0.02% | +13,894 | New |
| Farther Finance Advisors, LLC | 13,823 | $165.6K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,458 | $173.1K | 0.00% | +40.0% | Added |
| Tortuga Wealth Management, Inc | 14,600 | $173.7K | 0.16% | +2,000+15.9% | Added |
| MML Investors Services, LLC | 15,386 | $183.1K | 0.00% | +15,386 | New |
| Advisor Group Holdings, Inc. | 16,087 | $191.4K | 0.00% | −245−1.5% | Reduced |
| Perigon Wealth Management, LLC | 16,950 | $201.7K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $203.4K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $212.4K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,000 | $214.2K | 0.00% | +18,000 | New |
| Core Wealth Partners LLC | 18,425 | $219.3K | 0.10% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 19,718 | $234.6K | 0.09% | −1,115−5.4% | Reduced |
| Envestnet Asset Management Inc | 20,791 | $247.4K | 0.00% | +1,584+8.2% | Added |
| Modern Wealth Management, LLC | 21,185 | $253.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,722 | $258.5K | 0.00% | −9,103−29.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,650 | $258.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 22,046 | $262.3K | 0.00% | 00.0% | Unchanged |
| Ehrlich Financial Group | 23,012 | $273.8K | 0.16% | +53+0.2% | Added |
| Cetera Investment Advisers | 23,609 | $280.9K | 0.00% | −1,637−6.5% | Reduced |
| Fifth Third Bancorp | 23,791 | $283.1K | 0.00% | +23,791 | New |
| Castle Rock Wealth Management, LLC | 24,192 | $289.3K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,011 | $297.6K | 0.00% | +25,011 | New |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $333.2K | 0.21% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,372 | $337.6K | 0.03% | −181−0.6% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $342.3K | 0.12% | 00.0% | Unchanged |
| MKT Advisors LLC | 28,883 | $344.0K | 0.12% | −2,051−6.6% | Reduced |
| Stifel Financial Corp | 29,228 | $347.8K | 0.00% | +9,316+46.8% | Added |
| MAI Capital Management | 30,000 | $357.0K | 0.00% | +30,000 | New |
| Jane Street Group, LLC | 32,459 | $386.3K | 0.00% | +10,528+48.0% | Added |
| Diligent Investors, LLC | 36,087 | $429.4K | 0.11% | +87+0.2% | Added |
| Western Wealth Management, LLC | 38,080 | $453.2K | 0.02% | +38,080 | New |
| The PNC Financial Services Group, Inc. | 40,618 | $483.4K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 43,436 | $516.9K | 0.05% | +2,000+4.8% | Added |
| Blue Zone Wealth Advisors, LLC | 45,985 | $547.2K | 0.11% | −1,636−3.4% | Reduced |
| Royal Bank of Canada | 48,037 | $572.0K | 0.00% | −968−2.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 53,059 | $631.4K | 0.13% | +127+0.2% | Added |
| 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 |
| Mather Group, LLC. | 54,160 | $644.5K | 0.01% | +54,160 | New |
| Integrated Wealth Concepts LLC | 55,039 | $655.0K | 0.01% | +55,039 | New |
| Bank of America Corp | 56,507 | $672.4K | 0.00% | +22,183+64.6% | Added |
| Rareview Capital LLC | 58,827 | $692.4K | 0.41% | +39+0.1% | Added |
| D.A. Davidson & Co. | 60,791 | $723.4K | 0.00% | +38,000+166.7% | Added |
| Allianz Asset Management GmbH | 70,100 | $834.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 76,929 | $915.0K | 0.03% | +16,132+26.5% | Added |
| Raymond James Financial Inc | 102,235 | $1.22M | 0.00% | +8,853+9.5% | Added |
| Ameriprise Financial Inc | 105,254 | $1.25M | 0.00% | +35,071+50.0% | Added |
| Evoke Wealth, LLC | 143,219 | $1.72M | 0.03% | −9,978−6.5% | Reduced |
| Mariner, LLC | 155,967 | $1.86M | 0.00% | +2,842+1.9% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.53M | 1.82% | 00.0% | Unchanged |
| UBS Group AG | 240,225 | $2.86M | 0.00% | −2,666−1.1% | Reduced |
| LPL Financial LLC | 286,334 | $3.41M | 0.00% | +20,244+7.6% | Added |
| Northwestern Mutual Wealth Management Co | 290,000 | $3.45M | 0.00% | +20,000+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 350,212 | $4.17M | 0.14% | +33,503+10.6% | Added |
| Wells Fargo & Company | 566,898 | $6.75M | 0.00% | −2,014−0.4% | Reduced |
| Guggenheim Capital LLC | 1,074,659 | $12.8M | 0.10% | −32,761−3.0% | Reduced |
| Advisors Asset Management, Inc. | 1,076,013 | $12.8M | 0.21% | +111,122+11.5% | Added |
| Morgan Stanley | 3,243,742 | $38.6M | 0.00% | +327,733+11.2% | Added |
| 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 |