NAC · Nuveen California Quality Municipal Income Fund · Holdings

$10.06 +0.07 (+0.70%)

Market Cap

$1.65B

156.33M

Volume · Oct 6 1.81M Avg daily vol (3M) 757.43K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 138

Total Value: $315,453,891

Total Shares: 26,027,554

Showing 1–100 of 138 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 138 13F filers · Δ vs Mar 31, 2026

Top Holder

26.6%

+1.8 pts

Top 5

59.9%

+1.4 pts

Top 10

74.0%

+0.8 pts

HHI

1,086

Broadly held+71

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +9

Institutional value: +12.3%

Shares held: +8.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+935,969	6,934,080
Small LM Advisors LLC	+330,877	334,729
Mega WELLS FARGO & COMPANY/MN	+250,667	2,055,441
Mid Advisors Asset Management, Inc.	+227,281	1,877,055
Mega BANK OF AMERICA CORP /DE/	+217,682	1,150,444

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Mariner, LLC	−479,980	51,889
Mega JANE STREET GROUP, LLC	−176,926	52,745
Mega UBS Group AG	−88,815	906,262
Large Cerity Partners LLC	−38,294	18,128
Mid Virtu Financial LLC	−21,571	25,596

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Private Advisor Group, LLC	237,265	$2,875,651
Mid SUMMITRY LLC	95,654	$1,159,326
Mid Cascade Financial Partners, LLC	79,954	$969,042
Small Requisite Capital Management, LLC	52,058	$630,942
Small Mirador Capital Partners LP	32,175	$389,961

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro EVOKE WEALTH, LLC	256,039	$2,982,854
Micro Integrity Wealth Partners, LLC	95,930	$1,117,584
Mid Prospera Financial Services Inc	64,500	$751,425
Micro Ascentis Independent Advisors	62,311	$725,922
Large MERCER GLOBAL ADVISORS INC /ADV	26,489	$308,596

Filter: New 21 Increased 56 Reduced 27 Sold out 12 Unchanged 34

Showing 100 of 138

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$84,041,049

26.64%

6,934,080

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	6,934,080	$84,041,049	100.0%	Defined

GUGGENHEIM CAPITAL LLC

$42,258,343

13.40%

3,486,662

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	3,486,662	$42,258,343	100.0%	Defined

WELLS FARGO & COMPANY/MN

$24,911,943

7.90%

2,055,441

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	3,049	$36,953	0.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	403,131	$4,885,947	19.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,649,261	$19,989,043	80.2%	Defined

Advisors Asset Management, Inc.

$22,749,906

7.21%

1,877,055

Rockefeller Capital Management L.P.

$14,991,967

4.75%

1,236,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,236,961	$14,991,967	100.0%	Defined

BANK OF AMERICA CORP /DE/

$13,943,381

4.42%

1,150,444

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	143,593	$1,740,347	12.5%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,006,851	$12,203,034	87.5%	Defined

UBS Group AG

$10,983,895

3.48%

906,262

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	906,262	$10,983,895	100.0%	Defined

LPL Financial LLC

$7,417,379

2.35%

611,995

Hennion & Walsh Asset Management, Inc.

$6,281,626

1.99%

518,286

Ignite Planners, LLC

$5,778,816

1.83%

476,800

Allianz Asset Management GmbH

$5,767,653

1.83%

475,879

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	475,879	$5,767,653	100.0%	Defined

LM Advisors LLC

$4,056,915

1.29%

334,729

AMERIPRISE FINANCIAL INC

$3,171,693

1.01%

261,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	257,108	$3,116,148	98.2%	Defined
Ameriprise Bank, FSB	4,583	$55,545	1.8%	Defined

Sanctuary Advisors, LLC

$3,116,161

0.99%

257,109

Private Advisor Group, LLC

$2,875,651

0.91%

237,265

RAYMOND JAMES FINANCIAL INC

$2,655,612

0.84%

219,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	186,407	$2,259,252	85.1%	Defined
Raymond James Financial Services Advisors, Inc.	32,703	$396,360	14.9%	Defined

WHITTIER TRUST CO

$2,560,798

0.81%

211,287

PFG Investments, LLC

$2,411,928

0.76%

199,004

Southland Equity Partners LLC

$2,235,412

0.71%

184,440

OneDigital Investment Advisors LLC

$2,154,002

0.68%

177,723

ROYAL BANK OF CANADA

$2,080,591

0.66%

171,666

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	171,666	$2,080,591	100.0%	Defined

Quantinno Capital Management LP

$1,957,525

0.62%

161,512

DKM Wealth Management, Inc.

$1,725,900

0.55%

142,401

COMMONWEALTH EQUITY SERVICES, LLC

$1,672,923

0.53%

138,030

MAI Capital Management

$1,424,875

0.45%

117,564

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	78,664	$953,407	66.9%	Defined
Held directly	38,900	$471,468	33.1%	Sole

Allworth Financial LP

$1,419,882

0.45%

117,152

WEDBUSH SECURITIES INC

$1,389,703

0.44%

114,662

OSAIC HOLDINGS, INC.

$1,346,713

0.43%

111,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	111,115	$1,346,713	100.0%	Defined

D.A. DAVIDSON & CO.

$1,242,384

0.39%

102,507

Integrated Wealth Concepts LLC

$1,239,706

0.39%

102,286

SUMMITRY LLC

$1,159,326

0.37%

95,654

New Insight Wealth Advisors

$1,141,219

0.36%

94,160

Mutual Advisors, LLC

$996,336

0.32%

82,206

Cascade Financial Partners, LLC

$969,042

0.31%

79,954

Cambridge Investment Research Advisors, Inc.

$968,448

0.31%

79,905

NewEdge Advisors, LLC

$959,031

0.30%

79,128

STIFEL FINANCIAL CORP

$945,226

0.30%

77,989

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	77,989	$945,226	100.0%	Defined

Creative Planning

$917,193

0.29%

75,676

Rareview Capital LLC

$804,028

0.25%

66,339

Oder Investment Management, LLC

$765,220

0.24%

63,137

PNC FINANCIAL SERVICES GROUP, INC.

$722,666

0.23%

59,626

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	59,626	$722,666	100.0%	Defined

Kestra Advisory Services, LLC

$702,838

0.22%

57,990

Atala Financial Inc

$695,506

0.22%

57,385

JANE STREET GROUP, LLC

$639,268

0.20%

52,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	19,229	$233,055	36.5%	Defined
Jane Street Global Trading, LLC	33,516	$406,213	63.5%	Defined

Requisite Capital Management, LLC

$630,942

0.20%

52,058

Mariner, LLC

$628,894

0.20%

51,889

ENVESTNET ASSET MANAGEMENT INC

$611,672

0.19%

50,468

Cetera Investment Advisers

$605,406

0.19%

49,951

MELFA WEALTH MANAGEMENT, INC.

$603,769

0.19%

49,816

Prime Capital Investment Advisors, LLC

$585,711

0.19%

48,326

EVERETT HARRIS & CO /CA/

$557,520

0.18%

46,000

Pacific Wealth Strategies Group, Inc.

$538,927

0.17%

44,466

Western Wealth Management, LLC

$531,630

0.17%

43,864

Cooper Financial Group

$530,880

0.17%

43,802

HOLLENCREST CAPITAL MANAGEMENT

$526,286

0.17%

43,423

Merit Financial Group, LLC

$508,506

0.16%

41,956

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$504,192

0.16%

41,600

BARTLETT & CO. WEALTH MANAGEMENT LLC

$498,132

0.16%

41,100

OPPENHEIMER & CO INC

$491,369

0.16%

40,542

Van Hulzen Asset Management, LLC

$484,630

0.15%

39,986

FIRST FOUNDATION ADVISORS

$468,037

0.15%

38,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sunflower Bank, N.A.	1,411	$17,101	3.7%	Defined
Held directly	37,206	$450,936	96.3%	Sole

NewEdge Wealth, LLC

$467,832

0.15%

38,600

CLG LLC

$455,518

0.14%

37,584

Bridgewealth Advisory Group, LLC

$443,046

0.14%

36,555

Gerber Kawasaki Wealth & Investment Management

$433,762

0.14%

35,789

HighTower Advisors, LLC

$424,503

0.13%

35,025

Apriem Advisors

$401,414

0.13%

33,120

Sowell Financial Services LLC

$391,948

0.12%

32,339

Mirador Capital Partners LP

$389,961

0.12%

32,175

Core Wealth Partners LLC

$359,951

0.11%

29,699

RHS Financial, LLC

$349,346

0.11%

28,824

Farther Finance Advisors, LLC

$338,899

0.11%

27,962

Virtu Financial LLC

$310,223

0.10%

25,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	25,596	$310,223	100.0%	Defined

Intellectus Partners, LLC

$303,000

0.10%

25,000

Perennial Investment Advisors, LLC

$302,042

0.10%

24,921

ECLECTIC ASSOCIATES INC /ADV

$298,600

0.09%

24,637

Tortuga Wealth Management, Inc

$290,843

0.09%

23,997

Castle Rock Wealth Management, LLC

$283,717

0.09%

23,409

VAQUERO PRIVATE WEALTH, LTD

$279,159

0.09%

23,033

REGATTA CAPITAL GROUP, LLC

$270,033

0.09%

22,280

J.W. COLE ADVISORS, INC.

$261,076

0.08%

21,541

Avestar Capital, LLC

$254,520

0.08%

21,000

ODonnell Financial Services, LLC

$245,854

0.08%

20,285

Snowden Capital Advisors LLC

$243,999

0.08%

20,132

Brookwood Investment Group LLC

$239,370

0.08%

19,750

FIRST AMERICAN TRUST, FSB

$230,280

0.07%

19,000

McGowan Group Asset Management, Inc.

$226,365

0.07%

18,677

NWF Advisory Services Inc.

$223,371

0.07%

18,430

Cerity Partners LLC

$219,711

0.07%

18,128

Mesirow Financial Investment Management, Inc.

$202,997

0.06%

16,749

Corient Private Wealth LLC

$195,010

0.06%

16,090

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$194,465

0.06%

16,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	16,045	$194,465	100.0%	Other

TWO SIGMA SECURITIES, LLC

$190,659

0.06%

15,731

Pasadena Private Wealth, LLC

$187,144

0.06%

15,441

Ameritas Advisory Services, LLC

$184,248

0.06%

15,202

Pure Financial Advisors, LLC

$184,139

0.06%

15,193

Perigon Wealth Management, LLC

$183,836

0.06%

15,168

BOOTHBAY FUND MANAGEMENT, LLC

$182,624

0.06%

15,068

Barnes Wealth Management Group, Inc

$181,230

0.06%

14,953

Indivisible Partners

$172,964

0.05%

14,271

Key facts CIK 1074952 CUSIP 67066Y105 13F (30d) 2 filings 2 filers Visit website