Holder snapshot 6 signals
Share change
+912,336
SEC-reported price per share
$11.90
Number of holders
80
Value change
+$10,802,778
Number of buys
41
Number of sells
15
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
47,805,294

Security key

670651108

Report period

Q1 2026

Institutions

80

Top holders

10

Ownership snapshot

Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2025
13F 13D/G Lead comparable stake: 5.1% 13D/G row: MORGAN STANLEY Showing 1-6 of 15 holder rows.

Quick read

MORGAN STANLEY leads the comparable SEC ownership view at 5.1%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
Comparable ownership Top 5
MORGAN STANLEY 5.1%
GUGGENHEIM CAPITAL LLC 2.3%
Advisors Asset Management, Inc. 2%
WELLS FARGO & COMPANY/MN 1.2%
Hennion & Walsh Asset Management,... 0.66%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F 13D/G
Company
5.1%
from 13D/G
$36,275,164
2,916,009 shares
31 Dec 2025
GUGGENHEIM CAPITAL LLC
13F
Company
13F
2.3%
$13,776,305
1,107,420 shares
31 Dec 2025
Advisors Asset Management, Inc.
13F
Company
13F
2%
$12,003,244
964,891 shares
31 Dec 2025
WELLS FARGO & COMPANY/MN
13F
Company
13F
1.2%
$7,077,257
568,912 shares
31 Dec 2025
Hennion & Walsh Asset Management, Inc.
13F
Company
13F
0.66%
$3,939,860
316,709 shares
31 Dec 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
0.56%
$3,358,800
270,000 shares
31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
80
Shares
9,453,529
Rows available
80
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
66
Q1 2026 holders
80
Holder diff
14
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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