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Equibles

NKX

Nuveen California Amt-Free Quality Municipal Income Fund

Company with tickers: NKX

CIK
1195738
CUSIP
670651108
Shares Outstanding
53,443,804
13F Activity (30d)
46 filings 40 filers

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.

Holders: 79
Total Value: $112,323,221
Total Shares: 9,438,929

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 79 13F filers · Δ vs Dec 31, 2025
Top Holder
34.4%
Jun 2023 → Mar 2026 · range 24.2% – 36.4%
+0.3 pts
Top 5
66.9%
Jun 2023 → Mar 2026 · range 55.0% – 68.6%
−1.7 pts
Top 10
79.4%
Jun 2023 → Mar 2026 · range 70.3% – 82.0%
−2.5 pts
HHI
1,535
Jun 2023 → Mar 2026 · range 933 – 1,592
Moderately concentrated −24

Quarterly Activity

vs Dec 31, 2025
New
18
Increased
22
Decreased
13
Sold Out
5
Unchanged
26
Holder count: +13
Institutional value: +5.4%
Shares held: +10.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +327,733 3,243,742
Mid Advisors Asset Management, Inc. +111,122 1,076,013
Mid D.A. DAVIDSON & CO. +38,000 60,791
Mega AMERIPRISE FINANCIAL INC +35,071 105,254
Mid Hennion & Walsh Asset Management, Inc. +33,503 350,212

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large GUGGENHEIM CAPITAL LLC −32,761 1,074,659
Mid EVOKE WEALTH, LLC −9,978 143,219
Large Creative Planning −9,103 21,722
Mega UBS Group AG −2,666 240,225
Micro MKT Advisors LLC −2,051 28,883

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Integrated Wealth Concepts LLC 55,039 $654,964
Mid MATHER GROUP, LLC. 54,160 $644,504
Micro GK Wealth Management LLC 54,096 $643,742
Mid Western Wealth Management, LLC 38,080 $453,151
Mid MAI Capital Management 30,000 $357,000

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid J.W. COLE ADVISORS, INC. 66,000 $821,040
Large COMERICA BANK 22,207 $276,255
Micro Tortuga Wealth Management, Inc 12,600 $156,744
Large Kestra Advisory Services, LLC 7,927 $98,611
Small SageView Advisory Group, LLC 492 $6,120
Filter: New 18 Increased 22 Reduced 13 Sold out 5 Unchanged 26
Showing 79 of 79
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $38,600,529 34.37% 3,243,742
Mid Advisors Asset Management, Inc. $12,804,554 11.40% 1,076,013
Large GUGGENHEIM CAPITAL LLC $12,788,442 11.39% 1,074,659
Mega WELLS FARGO & COMPANY/MN $6,746,086 6.01% 566,898
Mid Hennion & Walsh Asset Management, Inc. $4,167,522 3.71% 350,212
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,451,000 3.07% 290,000
Mega LPL Financial LLC $3,407,374 3.03% 286,334
Mega UBS Group AG $2,858,677 2.55% 240,225
Micro DKM Wealth Management, Inc. $2,529,844 2.25% 212,592
Large Mariner, LLC $1,856,006 1.65% 155,967
Mid EVOKE WEALTH, LLC $1,704,306 1.52% 143,219
Mega AMERIPRISE FINANCIAL INC $1,252,522 1.12% 105,254
Mega RAYMOND JAMES FINANCIAL INC $1,216,595 1.08% 102,235
Mid WEDBUSH SECURITIES INC Broker-Dealer $915,455 0.82% 76,929
Large Allianz Asset Management GmbH $834,190 0.74% 70,100
Mid D.A. DAVIDSON & CO. $723,412 0.64% 60,791
Small Rareview Capital LLC $700,041 0.62% 58,827
Mega BANK OF AMERICA CORP /DE/ Bank $672,432 0.60% 56,507
Mid Integrated Wealth Concepts LLC $654,964 0.58% 55,039
Mid MATHER GROUP, LLC. $644,504 0.57% 54,160
Micro GK Wealth Management LLC $643,742 0.57% 54,096
Micro DWR WEALTH MANAGEMENT, LLC $643,742 0.57% 54,096
Micro Bridgewealth Advisory Group, LLC $631,402 0.56% 53,059
Mega ROYAL BANK OF CANADA Bank $571,640 0.51% 48,037
Small Blue Zone Wealth Advisors, LLC $547,221 0.49% 45,985
Small Apriem Advisors $516,888 0.46% 43,436
Mega PNC FINANCIAL SERVICES GROUP, INC. $483,354 0.43% 40,618
Mid Western Wealth Management, LLC $453,151 0.40% 38,080
Small Diligent Investors, LLC $429,435 0.38% 36,087
Mega JANE STREET GROUP, LLC $386,261 0.34% 32,459
Mid MAI Capital Management $357,000 0.32% 30,000
Large STIFEL FINANCIAL CORP $347,813 0.31% 29,228
Micro MKT Advisors LLC $343,707 0.31% 28,883
Small LAZARI CAPITAL MANAGEMENT, INC. $342,255 0.30% 28,761
Mid Van Hulzen Asset Management, LLC $337,626 0.30% 28,372
Micro Pacific Wealth Strategies Group, Inc. $333,200 0.30% 28,000
Large COMMONWEALTH EQUITY SERVICES, LLC $297,630 0.26% 25,011
Small Castle Rock Wealth Management, LLC $287,884 0.26% 24,192
Large FIFTH THIRD BANCORP Bank $283,112 0.25% 23,791
Large Cetera Investment Advisers $280,947 0.25% 23,609
Micro EHRLICH FINANCIAL GROUP $273,842 0.24% 23,012
Large Cerity Partners LLC $262,347 0.23% 22,046
Large Creative Planning $258,491 0.23% 21,722
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $257,635 0.23% 21,650
Mid Modern Wealth Management, LLC $252,101 0.22% 21,185
Mega ENVESTNET ASSET MANAGEMENT INC $247,412 0.22% 20,791
Small Strait & Sound Wealth Management LLC $234,644 0.21% 19,718
Small Core Wealth Partners LLC $219,257 0.20% 18,425
Large Steward Partners Investment Advisory, LLC $214,200 0.19% 18,000
Small FLC Capital Advisors $212,415 0.19% 17,850
Mid Pure Financial Advisors, LLC $203,418 0.18% 17,094
Mid Perigon Wealth Management, LLC $201,705 0.18% 16,950
Large OSAIC HOLDINGS, INC. $191,435 0.17% 16,087
Large MML INVESTORS SERVICES, LLC $183,093 0.16% 15,386
Mid Snowden Capital Advisors LLC $172,050 0.15% 14,458
Small McGowan Group Asset Management, Inc. $165,338 0.15% 13,894
Mid Farther Finance Advisors, LLC $164,493 0.15% 13,823
Small Maia Wealth LLC $152,891 0.14% 12,848
Micro FORONJY FINANCIAL LLC $152,439 0.14% 12,810
Mid Mutual Advisors, LLC $146,893 0.13% 12,344
Large Janney Montgomery Scott LLC $143,990 0.13% 12,100
Large Cambridge Investment Research Advisors, Inc. $137,635 0.12% 11,566
Large Marex Group plc $125,069 0.11% 10,510
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $124,961 0.11% 10,501
Mid INDEPENDENT FINANCIAL GROUP, LLC $119,000 0.11% 10,000
Small Pasadena Private Wealth, LLC $119,000 0.11% 10,000
Small PRIVATE TRUST CO NA Bank $107,100 0.10% 9,000
Mid HOLLENCREST CAPITAL MANAGEMENT $69,281 0.06% 5,822
Large ASSETMARK, INC $50,194 0.04% 4,218
Small PETERSON WEALTH MANAGEMENT $32,082 0.03% 2,696
Small Golden State Wealth Management, LLC $24,561 0.02% 2,064
Small WOLFF WIESE MAGANA LLC $17,850 0.02% 1,500
Mid Penserra Capital Management LLC $13,685 0.01% 1,150
Small FNY Investment Advisers, LLC $10,710 0.01% 900
Micro 1620 INVESTMENT ADVISORS, INC. $6,378 0.01% 536
Small HIGHLINE WEALTH PARTNERS LLC $6,235 0.01% 524
Mid WHITTIER TRUST CO Bank $2,380 0.00% 200
Large Rockefeller Capital Management L.P. $511 0.00% 43
Mega CITIGROUP INC $35 0.00% 3

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