NKX · Nuveen California Amt-Free Quality Municipal Income Fund · Shareholders & Ownership
Market Cap
$625.85M
Shares
56.33M
Volume · Oct 28
176.42K
Avg daily vol (3M)
261.78K
Every disclosed holder of NKX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NKX
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 10,141,957 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 73,550 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NKX
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,318,107 | ||
| 2 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,240,864 | ||
| 3 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,116,107 | ||
| 4 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
529,470 | ||
| 5 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
483,245 | ||
| 6 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
305,531 | ||
| 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
CIK 1141802 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
296,330 | ||
| 8 |
DKM Wealth Management, Inc.
13F
CIK 2055833 · Registered investment adviser · Sep 30, 2026
|
264,743 | ||
| 9 |
|
232,754 | ||
| 10 |
MAI Capital Management
13F
CIK 1040197 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
132,000 | ||
| 11 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,837 | ||
| 12 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,606 | ||
| 13 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102,283 | ||
| 14 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
96,653 | ||
| 15 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Sep 30, 2026
|
96,081 | ||
| 16 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
74,710 | ||
| 17 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
73,594 | ||
| 18 |
Allianz Asset Management GmbH
13F
CIK 1535323 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,100 | ||
| 19 |
PIMCO California Flexible Municipal Income Fund
Fund
· Registered fund · Jun 30, 2026
PIMCO California Flexible Municipal Income Fund, not summed
|
70,100 | ||
| 20 |
J.W. COLE ADVISORS, INC.
13F
CIK 1404763 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,000 | ||
| 21 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,841 | ||
| 22 |
DWR WEALTH MANAGEMENT, LLC
13F
CIK 2123012 · Unknown · Sep 30, 2026
|
64,385 | ||
| 23 |
Rareview Capital LLC
13F
CIK 2044533 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
58,889 | ||
| 24 |
Bridgewealth Advisory Group, LLC
13F
CIK 1801982 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,261 | ||
| 25 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,701 | ||
| 26 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,686 | ||
| 27 |
MATHER GROUP, LLC.
13F
CIK 1527641 · Registered investment adviser · Sep 30, 2026
|
49,582 | ||
| 28 |
Apriem Advisors
13F
CIK 1425165 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,436 | ||
| 29 |
Blue Zone Wealth Advisors, LLC
13F
CIK 1803106 · Registered investment adviser · Sep 30, 2026
|
42,072 | ||
| 30 |
Diligent Investors, LLC
13F
CIK 1549042 · Registered investment adviser · Sep 30, 2026
|
41,211 | ||
| 31 |
PNC FINANCIAL SERVICES GROUP, INC.
13F
CIK 713676 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,618 | ||
| 32 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,138 | ||
| 33 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,728 | ||
| 34 |
Western Wealth Management, LLC
13F
CIK 1767902 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,529 | ||
| 35 |
EHRLICH FINANCIAL GROUP
13F
CIK 2010632 · Unknown · Sep 30, 2026
|
30,929 | ||
| 36 |
Stonebridge Financial Group, LLC/CA
13F
CIK 2142299 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,650 | ||
| 37 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
28,955 | ||
| 38 |
LAZARI CAPITAL MANAGEMENT, INC.
13F
CIK 1986389 · Unknown · Sep 30, 2026
|
28,761 | ||
| 39 |
Van Hulzen Asset Management, LLC
13F
CIK 1600145 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,372 | ||
| 40 |
Pacific Wealth Strategies Group, Inc.
13F
CIK 1766571 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,000 | ||
| 41 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,909 | ||
| 42 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,277 | ||
| 43 |
Castle Rock Wealth Management, LLC
13F
CIK 1727605 · Registered investment adviser · Sep 30, 2026
|
24,192 | ||
| 44 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,863 | ||
| 45 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,475 | ||
| 46 |
Perigon Wealth Management, LLC
13F
CIK 1575239 · Registered investment adviser · Sep 30, 2026
|
23,070 | ||
| 47 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
23,000 | ||
| 48 |
READYSTATE ASSET MANAGEMENT LP
13F
CIK 1900923 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,959 | ||
| 49 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,948 | ||
| 50 |
Modern Wealth Management, LLC
13F
CIK 2001900 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,185 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 83 holders
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