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NKX · Nuveen California Amt-Free Quality Municipal Income Fund

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$12.25 +0.05 (+0.41%) At close · Jul 28
Market Cap
$654.69M
Shares
53.44M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 80
Total Value: $114,792,651
Total Shares: 9,580,895

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 80 13F filers
Top Holder
34.3%
Jun 2023 → Mar 2026 · range 24.2% – 36.4%
of institutional value
Top 5
66.8%
Jun 2023 → Mar 2026 · range 55.0% – 68.6%
of institutional value
Top 10
79.3%
Jun 2023 → Mar 2026 · range 70.3% – 82.0%
of institutional value
HHI
1,530
Jun 2023 → Mar 2026 · range 933 – 1,592
Moderately concentrated
Showing 80 of 80
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $38,600,529 33.63% 3,243,742
Mid Advisors Asset Management, Inc. $12,804,554 11.15% 1,076,013
Large GUGGENHEIM CAPITAL LLC $12,788,442 11.14% 1,074,659
Mega WELLS FARGO & COMPANY/MN $6,746,086 5.88% 566,898
Mid Hennion & Walsh Asset Management, Inc. $5,358,216 4.67% 427,631
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,451,000 3.01% 290,000
Mega LPL Financial LLC $3,407,374 2.97% 286,334
Mega UBS Group AG $2,858,677 2.49% 240,225
Micro DKM Wealth Management, Inc. $2,529,844 2.20% 212,592
Large Mariner, LLC $1,856,006 1.62% 155,967
Mid EVOKE WEALTH, LLC $1,704,306 1.48% 143,219
Mega AMERIPRISE FINANCIAL INC $1,252,522 1.09% 105,254
Mega RAYMOND JAMES FINANCIAL INC $1,216,595 1.06% 102,235
Mid WEDBUSH SECURITIES INC Broker-Dealer $997,149 0.87% 79,581
Mid Private Advisor Group, LLC $922,132 0.80% 73,594
Large Allianz Asset Management GmbH $834,190 0.73% 70,100
Mid J.W. COLE ADVISORS, INC. $826,980 0.72% 66,000
Mid D.A. DAVIDSON & CO. $812,457 0.71% 64,841
Small Rareview Capital LLC $737,879 0.64% 58,889
Micro DWR WEALTH MANAGEMENT, LLC $678,349 0.59% 54,138
Mega BANK OF AMERICA CORP /DE/ Bank $672,432 0.59% 56,507
Micro Bridgewealth Advisory Group, LLC $667,360 0.58% 53,261
Mid Integrated Wealth Concepts LLC $654,964 0.57% 55,039
Mid MATHER GROUP, LLC. $594,648 0.52% 47,458
Mega ROYAL BANK OF CANADA Bank $571,640 0.50% 48,037
Small Blue Zone Wealth Advisors, LLC $547,598 0.48% 43,703
Small Apriem Advisors $516,888 0.45% 43,436
Mega PNC FINANCIAL SERVICES GROUP, INC. $483,354 0.42% 40,618
Mid Western Wealth Management, LLC $453,151 0.39% 38,080
Small Diligent Investors, LLC $439,502 0.38% 35,076
Mega JANE STREET GROUP, LLC $386,261 0.34% 32,459
Small LAZARI CAPITAL MANAGEMENT, INC. $360,375 0.31% 28,761
Mid MAI Capital Management $357,000 0.31% 30,000
Micro Pacific Wealth Strategies Group, Inc. $350,840 0.31% 28,000
Large STIFEL FINANCIAL CORP $347,813 0.30% 29,228
Mid Van Hulzen Asset Management, LLC $337,626 0.29% 28,372
Small Castle Rock Wealth Management, LLC $303,125 0.26% 24,192
Micro EHRLICH FINANCIAL GROUP $299,441 0.26% 23,898
Large COMMONWEALTH EQUITY SERVICES, LLC $297,630 0.26% 25,011
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $288,190 0.25% 23,000
Large FIFTH THIRD BANCORP Bank $283,112 0.25% 23,791
Large Cetera Investment Advisers $280,947 0.24% 23,609
Large Cerity Partners LLC $262,347 0.23% 22,046
Large Creative Planning $258,491 0.23% 21,722
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 0.20% 19,718
Small Core Wealth Partners LLC $230,865 0.20% 18,425
Small FLC Capital Advisors $223,660 0.19% 17,850
Small MKT Advisors LLC $221,893 0.19% 17,709
Large Steward Partners Investment Advisory, LLC $214,200 0.19% 18,000
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
Micro Tortuga Wealth Management, Inc $173,740 0.15% 14,600
Mid Farther Finance Advisors, LLC $173,202 0.15% 13,823
Mid Snowden Capital Advisors LLC $172,050 0.15% 14,458
Small McGowan Group Asset Management, Inc. $165,338 0.14% 13,894
Small Maia Wealth LLC $160,985 0.14% 12,848
Mid Mutual Advisors, LLC $146,893 0.13% 12,344
Large Janney Montgomery Scott LLC $143,990 0.13% 12,100
Mid INDEPENDENT FINANCIAL GROUP, LLC $125,300 0.11% 10,000
Large Marex Group plc $125,069 0.11% 10,510
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $124,961 0.11% 10,501
Small Pasadena Private Wealth, LLC $119,000 0.10% 10,000
Small PRIVATE TRUST CO NA Bank $112,770 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 $25,861 0.02% 2,064
Small WOLFF WIESE MAGANA LLC $18,795 0.02% 1,500
Mid Penserra Capital Management LLC $13,685 0.01% 1,150
Small FNY Investment Advisers, LLC $11,277 0.01% 900
Small LifeSteps Financial, Inc. $9,397 0.01% 750
Small 1620 INVESTMENT ADVISORS, INC. $6,716 0.01% 536
Small HIGHLINE WEALTH PARTNERS LLC $6,565 0.01% 524
Mid WHITTIER TRUST CO Bank $2,506 0.00% 200
Large Rockefeller Capital Management L.P. $511 0.00% 43
Mega CITIGROUP INC $35 0.00% 3
Key facts CIK 1195738 CUSIP 670651108 13F (30d) 31 filings 31 filers Visit website

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