NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - NKX
Detailed investor-level table based on 13F positions.
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 | 3,243,742 | 38,600 | 0.0% | 0.0% | 1 | +327,733 | 11.24% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,076,013 | 12,804 | 0.21% | 0.2% | 2 | +111,122 | 11.52% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,074,659 | 12,788 | 0.1% | 0.1% | 3 | -32,761 | -2.96% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 566,898 | 6,746 | 0.0% | 0.0% | 4 | -2,014 | -0.35% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 350,212 | 4,167 | 0.14% | 0.14% | 5 | +33,503 | 10.58% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 290,000 | 3,451 | 0.0% | 0.0% | 6 | +20,000 | 7.41% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 286,334 | 3,407 | 0.0% | 0.0% | 7 | +20,244 | 7.61% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 240,225 | 2,858 | 0.0% | 0.0% | 8 | -2,666 | -1.1% | Q1 2026 | May 05, 2026 |
| DKM Wealth Management, Inc. | History | No change | 212,592 | 2,529 | 1.82% | 1.97% | 9 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 155,967 | 1,856 | 0.0% | 0.0% | 10 | +2,842 | 1.86% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 143,219 | 1,715 | 0.03% | 0.04% | 11 | -9,978 | -6.51% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 105,254 | 1,252 | 0.0% | 0.0% | 12 | +35,071 | 49.97% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 102,235 | 1,216 | 0.0% | 0.0% | 13 | +8,853 | 9.48% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 76,929 | 915 | 0.03% | 0.02% | 14 | +16,132 | 26.53% | Q1 2026 | Apr 21, 2026 |
| Allianz Asset Management GmbH | History | No change | 70,100 | 834 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 60,791 | 723 | 0.0% | 0.0% | 16 | +38,000 | 166.73% | Q1 2026 | May 05, 2026 |
| Rareview Capital LLC | History | Added to | 58,827 | 692 | 0.41% | 0.45% | 17 | +39 | 0.07% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 56,507 | 672 | 0.0% | 0.0% | 18 | +22,183 | 64.63% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 55,039 | 654 | 0.01% | — | 19 | +55,039 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 54,160 | 644 | 0.01% | — | 20 | +54,160 | New | Q1 2026 | Apr 13, 2026 |
| GK Wealth Management LLC | History | New | 54,096 | 634 | 0.55% | — | 22 | +54,096 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 54,096 | 634 | 0.55% | 0.44% | 21 | +15,555 | 40.36% | Q1 2026 | Apr 07, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 53,059 | 631 | 0.13% | 0.15% | 23 | +127 | 0.24% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 48,037 | 572 | 0.0% | 0.0% | 24 | -968 | -1.98% | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 45,985 | 547 | 0.11% | 0.11% | 25 | -1,636 | -3.44% | Q1 2026 | Apr 16, 2026 |
| Apriem Advisors | History | Added to | 43,436 | 516 | 0.05% | 0.05% | 26 | +2,000 | 4.83% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 40,618 | 483 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 38,080 | 453 | 0.02% | — | 28 | +38,080 | New | Q1 2026 | May 19, 2026 |
| Diligent Investors, LLC | History | Added to | 36,087 | 429 | 0.11% | 0.11% | 29 | +87 | 0.24% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 32,459 | 386 | 0.0% | 0.0% | 30 | +10,528 | 48.01% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | New | 30,000 | 357 | 0.0% | — | 31 | +30,000 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,228 | 347 | 0.0% | 0.0% | 32 | +9,316 | 46.79% | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | Reduced | 28,883 | 343 | 0.11% | 0.13% | 33 | -2,051 | -6.63% | Q1 2026 | Apr 10, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 28,761 | 342 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 28,372 | 337 | 0.03% | 0.03% | 35 | -181 | -0.63% | Q1 2026 | May 14, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 28,000 | 333 | 0.21% | 0.2% | 36 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 25,011 | 297 | 0.0% | — | 37 | +25,011 | New | Q1 2026 | Apr 27, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 24,192 | 289 | 0.06% | 0.07% | 38 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 23,791 | 283 | 0.0% | — | 39 | +23,791 | New | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,609 | 280 | 0.0% | 0.0% | 40 | -1,637 | -6.48% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 22,207 | 276 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 23,012 | 273 | 0.16% | 0.16% | 42 | +53 | 0.23% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | No change | 22,046 | 262 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 21,722 | 258 | 0.0% | 0.0% | 44 | -9,103 | -29.53% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,650 | 258 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | No change | 21,185 | 253 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,791 | 247 | 0.0% | 0.0% | 47 | +1,584 | 8.25% | Q1 2026 | May 04, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 19,718 | 234 | 0.09% | 0.1% | 48 | -1,115 | -5.35% | Q1 2026 | May 18, 2026 |
| Core Wealth Partners LLC | History | No change | 18,425 | 219 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 18,000 | 214 | 0.0% | — | 50 | +18,000 | New | Q1 2026 | May 08, 2026 |
| FLC Capital Advisors | History | No change | 17,850 | 212 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pure Financial Advisors, LLC | History | No change | 17,094 | 203 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 16,950 | 201 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,087 | 191 | 0.0% | 0.0% | 54 | -245 | -1.5% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 15,386 | 183 | 0.0% | — | 55 | +15,386 | New | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,458 | 173 | 0.0% | 0.0% | 56 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 13,894 | 165 | 0.02% | — | 58 | +13,894 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 13,823 | 165 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 12,600 | 156 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| FORONJY FINANCIAL LLC | History | New | 12,810 | 152 | 0.06% | — | 61 | +12,810 | New | Q1 2026 | Apr 23, 2026 |
| Maia Wealth LLC | History | No change | 12,848 | 152 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | No change | 12,344 | 146 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,100 | 144 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,566 | 138 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Marex Group plc | History | New | 10,510 | 125 | 0.0% | — | 65 | +10,510 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,501 | 124 | 0.0% | — | 66 | +10,501 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 10,000 | 119 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,000 | 119 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,000 | 107 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 5,822 | 69 | 0.0% | 0.0% | 70 | +1,925 | 49.4% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | New | 4,218 | 50 | 0.0% | — | 71 | +4,218 | New | Q1 2026 | May 06, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 2,696 | 32 | 0.02% | — | 72 | +2,696 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,064 | 24 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 1,500 | 17 | 0.01% | — | 74 | +1,500 | New | Q1 2026 | Apr 13, 2026 |
| Penserra Capital Management LLC | History | New | 1,150 | 13 | 0.0% | — | 75 | +1,150 | New | Q1 2026 | May 11, 2026 |
| FNY Investment Advisers, LLC | History | New | 900 | 10 | 0.0% | — | 76 | +900 | New | Q1 2026 | Apr 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 524 | 6 | 0.0% | 0.0% | 79 | -26 | -4.73% | Q1 2026 | Apr 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 536 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 492 | 6 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 200 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -66,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,927 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |