NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - NKX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,916,009 | 36,275 | 0.0% | 0.0% | 1 | +52,284 | 1.83% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,107,420 | 13,776 | 0.1% | 0.09% | 2 | +109,771 | 11.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 964,891 | 12,003 | 0.2% | 0.11% | 3 | +447,711 | 86.57% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 568,912 | 7,077 | 0.0% | 0.0% | 4 | +60,817 | 11.97% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 316,709 | 3,939 | 0.14% | 0.13% | 5 | +29,101 | 10.12% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 270,000 | 3,358 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 266,090 | 3,310 | 0.0% | 0.0% | 7 | +7,692 | 2.98% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 242,891 | 3,021 | 0.0% | 0.0% | 8 | +913 | 0.38% | Q4 2025 | Jan 29, 2026 |
| DKM Wealth Management, Inc. | History | No change | 212,592 | 2,644 | 1.97% | 2.16% | 9 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 153,197 | 1,905 | 0.04% | 0.04% | 10 | +669 | 0.44% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 153,125 | 1,904 | 0.0% | 0.0% | 11 | -3,178 | -2.03% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 93,382 | 1,161 | 0.0% | 0.0% | 12 | +8,143 | 9.55% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 70,183 | 873 | 0.0% | 0.0% | 13 | +23,448 | 50.17% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 70,100 | 872 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 66,000 | 821 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 60,797 | 756 | 0.02% | 0.03% | 16 | -5,277 | -7.99% | Q4 2025 | Feb 12, 2026 |
| Rareview Capital LLC | History | Added to | 58,788 | 691 | 0.45% | 0.42% | 17 | +78 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 52,932 | 658 | 0.15% | 0.15% | 18 | +252 | 0.48% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 49,005 | 610 | 0.0% | — | 19 | +49,005 | New | Q4 2025 | Feb 17, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 47,621 | 592 | 0.11% | 0.15% | 20 | -10,606 | -18.21% | Q4 2025 | Jan 21, 2026 |
| Apriem Advisors | History | Added to | 41,436 | 515 | 0.05% | 0.04% | 21 | +4,000 | 10.68% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 40,618 | 505 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 38,541 | 479 | 0.44% | — | 23 | +38,541 | New | Q4 2025 | Mar 31, 2026 |
| Diligent Investors, LLC | History | Added to | 36,000 | 447 | 0.11% | 0.11% | 24 | +175 | 0.49% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 34,324 | 426 | 0.0% | 0.0% | 25 | +92 | 0.27% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | Reduced | 30,934 | 386 | 0.13% | 0.34% | 26 | -40,709 | -56.82% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 30,825 | 383 | 0.0% | 0.0% | 27 | +8,771 | 39.77% | Q4 2025 | Feb 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 28,761 | 357 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 28,553 | 355 | 0.03% | 0.03% | 29 | +39 | 0.14% | Q4 2025 | Feb 06, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 28,000 | 348 | 0.2% | 0.22% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 25,246 | 314 | 0.0% | 0.0% | 31 | +456 | 1.84% | Q4 2025 | Feb 17, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 24,192 | 311 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 22,959 | 285 | 0.16% | 0.17% | 33 | +106 | 0.46% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 22,791 | 283 | 0.0% | 0.0% | 34 | +4,705 | 26.01% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 22,207 | 276 | 0.0% | 0.0% | 35 | +5,428 | 32.35% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 22,046 | 274 | 0.0% | 0.0% | 36 | -5,332 | -19.48% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,931 | 272 | 0.0% | — | 37 | +21,931 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,650 | 271 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Modern Wealth Management, LLC | History | No change | 21,185 | 263 | 0.0% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 20,833 | 259 | 0.1% | 0.1% | 40 | -85 | -0.41% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,912 | 247 | 0.0% | 0.0% | 41 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,207 | 238 | 0.0% | 0.0% | 42 | +5,428 | 39.39% | Q4 2025 | Feb 10, 2026 |
| Core Wealth Partners LLC | History | No change | 18,425 | 229 | 0.1% | 0.11% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | No change | 17,850 | 222 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 17,094 | 212 | 0.04% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 16,950 | 210 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,332 | 203 | 0.0% | 0.0% | 47 | -2,899 | -15.07% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,454 | 179 | 0.0% | 0.01% | 48 | +85 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,823 | 171 | 0.0% | 0.0% | 49 | +3,200 | 30.12% | Q4 2025 | Jan 23, 2026 |
| Maia Wealth LLC | History | No change | 12,848 | 168 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 12,344 | 153 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,100 | 151 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,566 | 144 | 0.0% | — | 53 | +11,566 | New | Q4 2025 | Feb 05, 2026 |
| Pasadena Private Wealth, LLC | History | New | 10,000 | 124 | 0.02% | — | 54 | +10,000 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,000 | 111 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,927 | 98 | 0.0% | — | 56 | +7,927 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 3,897 | 48 | 0.0% | — | 57 | +3,897 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,064 | 25 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 492 | 6 | 0.0% | — | 60 | +492 | New | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 536 | 6 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 550 | 6 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO | History | No change | 200 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -246,772 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,770 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -27,511 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -19,513 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,003 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2025 | Dec 15, 2025 |
| CITIGROUP INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |