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, Q2 2026
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 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
- 85
- +5 vs. Q1 2026
- Shares held
- 9.99M
- +538.3K (+5.7%) vs. Q1 2026
- Total value
- $125.2M
- +$12.7M (+11.3%) vs. Q1 2026
- New holders
- 14
- 30 more added
- Sold out
- 9
- 10 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Core Capital Management & Research, inc. | 3 | $36 | 0.00% | +3 | New |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 308 | $3.92K | 0.00% | +308 | New |
| Highline Wealth Partners LLC | 524 | $6.57K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 536 | $6.72K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 750 | $9.40K | 0.00% | +750 | New |
| FNY Investment Advisers, LLC | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,064 | $25.9K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,696 | $33.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,450 | $43.0K | 0.00% | +2,300+200.0% | Added |
| Hollencrest Capital Management | 5,822 | $73.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,043 | $75.7K | 0.00% | +6,000+13,953.5% | Added |
| Private Trust Co NA | 9,000 | $112.8K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,000 | $125.3K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,500 | $131.6K | 0.00% | +10,500 | New |
| Tamar Securities, LLC | 11,000 | $137.8K | 0.01% | +11,000 | New |
| Janney Montgomery Scott LLC | 12,100 | $152.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,344 | $154.7K | 0.00% | 00.0% | Unchanged |
| Maia Wealth LLC | 12,848 | $161.0K | 0.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 13,714 | $171.8K | 0.01% | +13,714 | New |
| Farther Finance Advisors, LLC | 13,823 | $172.5K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,462 | $181.3K | 0.00% | +40.0% | Added |
| McGowan Group Asset Management, Inc. | 14,683 | $184.0K | 0.02% | +789+5.7% | Added |
| MML Investors Services, LLC | 15,386 | $192.8K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $212.4K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $214.2K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 17,709 | $222.4K | 0.07% | −11,174−38.7% | Reduced |
| FLC Capital Advisors | 17,850 | $223.7K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,000 | $225.5K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 18,059 | $226.3K | 0.00% | +18,059 | New |
| Core Wealth Partners LLC | 18,425 | $230.9K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,776 | $235.3K | 0.00% | +2,689+16.7% | Added |
| Strait & Sound Wealth Management LLC | 19,718 | $247.1K | 0.09% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 20,600 | $258.1K | 0.20% | +6,000+41.1% | Added |
| Peak Retirement Planning, Inc. | 20,723 | $259.7K | 0.04% | +20,723 | New |
| Envestnet Asset Management Inc | 20,791 | $260.5K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 21,185 | $265.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 22,948 | $287.5K | 0.00% | +1,226+5.6% | Added |
| Readystate Asset Management LP | 22,959 | $287.7K | 0.01% | +22,959 | New |
| Wealth Enhancement Advisory Services, LLC | 23,000 | $289.8K | 0.00% | +1,350+6.2% | Added |
| Cetera Investment Advisers | 23,475 | $294.1K | 0.00% | −134−0.6% | Reduced |
| Fifth Third Bancorp | 23,863 | $299.0K | 0.00% | +72+0.3% | Added |
| Ehrlich Financial Group | 23,898 | $299.4K | 0.15% | +886+3.9% | Added |
| Castle Rock Wealth Management, LLC | 24,192 | $303.9K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,277 | $316.7K | 0.00% | +266+1.1% | Added |
| Citadel Advisors LLC | 26,909 | $337.2K | 0.00% | +26,909 | New |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $350.8K | 0.20% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,372 | $355.5K | 0.03% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 28,761 | $360.4K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 30,650 | $386.0K | 0.05% | +30,650 | New |
| Western Wealth Management, LLC | 32,529 | $407.6K | 0.01% | −5,551−14.6% | Reduced |
| Stifel Financial Corp | 34,728 | $435.1K | 0.00% | +5,500+18.8% | Added |
| Diligent Investors, LLC | 35,076 | $439.5K | 0.10% | −1,011−2.8% | Reduced |
| Mariner, LLC | 35,138 | $440.3K | 0.00% | −120,829−77.5% | Reduced |
| The PNC Financial Services Group, Inc. | 40,618 | $508.9K | 0.00% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 43,703 | $547.6K | 0.10% | −2,282−5.0% | Reduced |
| Apriem Advisors | 45,436 | $569.3K | 0.05% | +2,000+4.6% | Added |
| Mather Group, LLC. | 47,458 | $594.6K | 0.01% | −6,702−12.4% | Reduced |
| XTX Topco Ltd | 49,701 | $622.8K | 0.01% | +49,701 | New |
| Royal Bank of Canada | 49,686 | $623.0K | 0.00% | +1,649+3.4% | Added |
| Bridgewealth Advisory Group, LLC | 53,261 | $667.4K | 0.13% | +202+0.4% | Added |
| DWR Wealth Management, LLC | 54,138 | $674.6K | 0.50% | +42+0.1% | Added |
| Rareview Capital LLC | 58,889 | $693.1K | 0.39% | +62+0.1% | Added |
| D.A. Davidson & Co. | 64,841 | $812.5K | 0.00% | +4,050+6.7% | Added |
| J.W. Cole Advisors, Inc. | 66,000 | $827.0K | 0.01% | +66,000 | New |
| Allianz Asset Management GmbH | 70,100 | $878.4K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 73,594 | $922.1K | 0.00% | +73,594 | New |
| Jane Street Group, LLC | 74,710 | $936.1K | 0.00% | +42,251+130.2% | Added |
| Wedbush Securities Inc | 79,581 | $997.0K | 0.03% | +2,652+3.4% | Added |
| Integrated Wealth Concepts LLC | 96,653 | $1.21M | 0.01% | +41,614+75.6% | Added |
| Ameriprise Financial Inc | 102,283 | $1.28M | 0.00% | −2,971−2.8% | Reduced |
| Bank of America Corp | 107,606 | $1.35M | 0.00% | +51,099+90.4% | Added |
| Raymond James Financial Inc | 111,837 | $1.40M | 0.00% | +9,602+9.4% | Added |
| MAI Capital Management | 132,000 | $1.66M | 0.01% | +102,000+340.0% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.66M | 1.74% | 00.0% | Unchanged |
| UBS Group AG | 232,754 | $2.92M | 0.00% | −7,471−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 296,330 | $3.71M | 0.00% | +6,330+2.2% | Added |
| LPL Financial LLC | 305,531 | $3.83M | 0.00% | +19,197+6.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 427,631 | $5.36M | 0.15% | +77,419+22.1% | Added |
| Wells Fargo & Company | 529,470 | $6.63M | 0.00% | −37,428−6.6% | Reduced |
| Guggenheim Capital LLC | 1,116,107 | $14.0M | 0.09% | +41,448+3.9% | Added |
| Advisors Asset Management, Inc. | 1,240,864 | $15.5M | 0.24% | +164,851+15.3% | Added |
| Morgan Stanley | 3,318,107 | $41.6M | 0.00% | +74,365+2.3% | Added |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −143,219−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −54,096−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −22,046−100.0% | Sold out |
| Foronjy Financial LLC | 0 | $0 | 0.00% | −12,810−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,510−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |