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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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.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable 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
13F
Advisors Asset Management, Inc.
13F
Company
2%
964,891
$12,003,244 31 Dec 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.2%
568,912
$7,077,257 31 Dec 2025
13F
Hennion & Walsh Asset Management, Inc.
13F
Company
0.66%
316,709
$3,939,860 31 Dec 2025
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
0.56%
270,000
$3,358,800 31 Dec 2025
13F
LPL Financial LLC
13F
Company
0.56%
266,090
$3,310,159 31 Dec 2025
13F
UBS Group AG
13F
Company
0.51%
242,891
$3,021,564 31 Dec 2025
13F
DKM Wealth Management, Inc.
13F
Company
0.44%
212,592
$2,644,645 31 Dec 2025
13F
EVOKE WEALTH, LLC
13F
Company
0.32%
153,197
$1,905,776 31 Dec 2025
13F
Mariner, LLC
13F
Company
0.32%
153,125
$1,904,872 31 Dec 2025
13F
RAYMOND JAMES FINANCIAL INC
13F
Company
0.2%
93,382
$1,161,675 31 Dec 2025
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.15%
70,183
$873,073 31 Dec 2025
13F
Allianz Asset Management GmbH
13F
Company
0.15%
70,100
$872,044 31 Dec 2025
13F
J.W. COLE ADVISORS, INC.
13F
Company
0.14%
66,000
$821,040 31 Dec 2025
13F
WEDBUSH SECURITIES INC
13F
Company
0.13%
60,797
$756,000 31 Dec 2025
13F
Rareview Capital LLC
13F
Company
0.12%
58,788
$691,933 31 Dec 2025
13F
Bridgewealth Advisory Group, LLC
13F
Company
0.11%
52,932
$658,477 31 Dec 2025
13F
ROYAL BANK OF CANADA
13F
Company
0.1%
49,005
$610,000 31 Dec 2025
13F
Blue Zone Wealth Advisors, LLC
13F
Company
0.1%
47,621
$592,405 31 Dec 2025
13F
Apriem Advisors
13F
Company
0.09%
41,436
$515,464 31 Dec 2025
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
0.08%
40,618
$505,288 31 Dec 2025
13F
DWR WEALTH MANAGEMENT, LLC
13F
Company
0.08%
38,541
$479,070 31 Dec 2025
13F
Diligent Investors, LLC
13F
Company
0.08%
36,000
$447,834 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.07%
34,324
$426,987 31 Dec 2025
13F
MKT Advisors LLC
13F
Company
0.06%
30,934
$386,984 31 Dec 2025
13F
Creative Planning
13F
Company
0.06%
30,825
$383,463 31 Dec 2025
13F
LAZARI CAPITAL MANAGEMENT, INC.
13F
Company
0.06%
28,761
$357,787 31 Dec 2025
13F
Van Hulzen Asset Management, LLC
13F
Company
0.06%
28,553
$355,197 31 Dec 2025
13F
Pacific Wealth Strategies Group, Inc.
13F
Company
0.06%
28,000
$348,320 31 Dec 2025
13F
Cetera Investment Advisers
13F
Company
0.05%
25,246
$314,060 31 Dec 2025
13F
Castle Rock Wealth Management, LLC
13F
Company
0.05%
24,192
$311,569 31 Dec 2025
13F
EHRLICH FINANCIAL GROUP
13F
Company
0.05%
22,959
$285,605 31 Dec 2025
13F
D.A. DAVIDSON & CO.
13F
Company
0.05%
22,791
$283,520 31 Dec 2025
13F
COMERICA BANK
13F
Company
0.05%
22,207
$276,255 31 Dec 2025
13F
Cerity Partners LLC
13F
Company
0.05%
22,046
$274,252 31 Dec 2025
13F
JANE STREET GROUP, LLC
13F
Company
0.05%
21,931
$272,821 31 Dec 2025
13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
Company
0.05%
21,650
$271,058 31 Dec 2025
13F
Modern Wealth Management, LLC
13F
Company
0.04%
21,185
$263,541 31 Dec 2025
13F
Strait & Sound Wealth Management LLC
13F
Company
0.04%
20,833
$259,163 31 Dec 2025
13F
STIFEL FINANCIAL CORP
13F
Company
0.04%
19,912
$247,707 31 Dec 2025
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.04%
19,207
$238,935 31 Dec 2025
13F
Core Wealth Partners LLC
13F
Company
0.04%
18,425
$229,207 31 Dec 2025
13F
FLC Capital Advisors
13F
Company
0.04%
17,850
$222,054 31 Dec 2025
13F
Pure Financial Advisors, LLC
13F
Company
0.04%
17,094
$212,649 31 Dec 2025
13F
Perigon Wealth Management, LLC
13F
Company
0.04%
16,950
$210,858 31 Dec 2025
13F
OSAIC HOLDINGS, INC.
13F
Company
0.03%
16,332
$203,181 31 Dec 2025
13F
Snowden Capital Advisors LLC
13F
Company
0.03%
14,454
$179,815 31 Dec 2025
13F
Farther Finance Advisors, LLC
13F
Company
0.03%
13,823
$171,955 31 Dec 2025
13F
Maia Wealth LLC
13F
Company
0.03%
12,848
$168,887 31 Dec 2025
13F

Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q1 2026

As of 31 Mar 2026, NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) was held by 52 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,693,709 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, Hennion & Walsh Asset Management, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LPL Financial LLC, UBS Group AG, DKM Wealth Management, Inc., Mariner, LLC, WEDBUSH SECURITIES INC, Allianz Asset Management GmbH, and D.A. DAVIDSON & CO.. This page lists 57 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
65
Q1 2026 holders
52
Holder diff
-13
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).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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