NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX)
CUSIP: 670651108
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Shares of Beneficial Interest
- Shares outstanding
- 47,805,294
- Total 13F shares
- 2,693,709
- Share change
- +266,956
- Total reported value
- $32,031,773
- Price per share
- $11.90
- Number of holders
- 52
- Value change
- +$3,123,517
- Number of buys
- 24
- Number of sells
- 8
Quarterly Holders Quick Answers
What is CUSIP 670651108?
CUSIP 670651108 identifies NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest in SEC institutional holdings data.
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- Previous quarter: Q4 2025
Recent filing periods for CUSIP 670651108:
Top shareholders of NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
13D/G
|
Company |
5.1%
from 13D/G
|
2,916,009
|
$36,275,164 | — | 31 Dec 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2.3%
|
1,107,420
|
$13,776,305 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
2%
|
964,891
|
$12,003,244 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.2%
|
568,912
|
$7,077,257 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.66%
|
316,709
|
$3,939,860 | — | 31 Dec 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.56%
|
270,000
|
$3,358,800 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.56%
|
266,090
|
$3,310,159 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.51%
|
242,891
|
$3,021,564 | — | 31 Dec 2025 | |
| DKM Wealth Management, Inc. |
13F
|
Company |
0.44%
|
212,592
|
$2,644,645 | — | 31 Dec 2025 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.32%
|
153,197
|
$1,905,776 | — | 31 Dec 2025 | |
| Mariner, LLC |
13F
|
Company |
0.32%
|
153,125
|
$1,904,872 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.2%
|
93,382
|
$1,161,675 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.15%
|
70,183
|
$873,073 | — | 31 Dec 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.15%
|
70,100
|
$872,044 | — | 31 Dec 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.14%
|
66,000
|
$821,040 | — | 31 Dec 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.13%
|
60,797
|
$756,000 | — | 31 Dec 2025 | |
| Rareview Capital LLC |
13F
|
Company |
0.12%
|
58,788
|
$691,933 | — | 31 Dec 2025 | |
| Bridgewealth Advisory Group, LLC |
13F
|
Company |
0.11%
|
52,932
|
$658,477 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.1%
|
49,005
|
$610,000 | — | 31 Dec 2025 | |
| Blue Zone Wealth Advisors, LLC |
13F
|
Company |
0.1%
|
47,621
|
$592,405 | — | 31 Dec 2025 | |
| Apriem Advisors |
13F
|
Company |
0.09%
|
41,436
|
$515,464 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.08%
|
40,618
|
$505,288 | — | 31 Dec 2025 | |
| DWR WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.08%
|
38,541
|
$479,070 | — | 31 Dec 2025 | |
| Diligent Investors, LLC |
13F
|
Company |
0.08%
|
36,000
|
$447,834 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.07%
|
34,324
|
$426,987 | — | 31 Dec 2025 | |
| MKT Advisors LLC |
13F
|
Company |
0.06%
|
30,934
|
$386,984 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
0.06%
|
30,825
|
$383,463 | — | 31 Dec 2025 | |
| LAZARI CAPITAL MANAGEMENT, INC. |
13F
|
Company |
0.06%
|
28,761
|
$357,787 | — | 31 Dec 2025 | |
| Van Hulzen Asset Management, LLC |
13F
|
Company |
0.06%
|
28,553
|
$355,197 | — | 31 Dec 2025 | |
| Pacific Wealth Strategies Group, Inc. |
13F
|
Company |
0.06%
|
28,000
|
$348,320 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.05%
|
25,246
|
$314,060 | — | 31 Dec 2025 | |
| Castle Rock Wealth Management, LLC |
13F
|
Company |
0.05%
|
24,192
|
$311,569 | — | 31 Dec 2025 | |
| EHRLICH FINANCIAL GROUP |
13F
|
Company |
0.05%
|
22,959
|
$285,605 | — | 31 Dec 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.05%
|
22,791
|
$283,520 | — | 31 Dec 2025 | |
| COMERICA BANK |
13F
|
Company |
0.05%
|
22,207
|
$276,255 | — | 31 Dec 2025 | |
| Cerity Partners LLC |
13F
|
Company |
0.05%
|
22,046
|
$274,252 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.05%
|
21,931
|
$272,821 | — | 31 Dec 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.05%
|
21,650
|
$271,058 | — | 31 Dec 2025 | |
| Modern Wealth Management, LLC |
13F
|
Company |
0.04%
|
21,185
|
$263,541 | — | 31 Dec 2025 | |
| Strait & Sound Wealth Management LLC |
13F
|
Company |
0.04%
|
20,833
|
$259,163 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.04%
|
19,912
|
$247,707 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.04%
|
19,207
|
$238,935 | — | 31 Dec 2025 | |
| Core Wealth Partners LLC |
13F
|
Company |
0.04%
|
18,425
|
$229,207 | — | 31 Dec 2025 | |
| FLC Capital Advisors |
13F
|
Company |
0.04%
|
17,850
|
$222,054 | — | 31 Dec 2025 | |
| Pure Financial Advisors, LLC |
13F
|
Company |
0.04%
|
17,094
|
$212,649 | — | 31 Dec 2025 | |
| Perigon Wealth Management, LLC |
13F
|
Company |
0.04%
|
16,950
|
$210,858 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
16,332
|
$203,181 | — | 31 Dec 2025 | |
| Snowden Capital Advisors LLC |
13F
|
Company |
0.03%
|
14,454
|
$179,815 | — | 31 Dec 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0.03%
|
13,823
|
$171,955 | — | 31 Dec 2025 | |
| Maia Wealth LLC |
13F
|
Company |
0.03%
|
12,848
|
$168,887 | — | 31 Dec 2025 |
Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q1 2026
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
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