Nuveen California Amt-Free Quality Municipal Income Fund
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NKXNuveen California Amt-Free Quality Municipal Income Fund
Who holds Nuveen California Amt-Free Quality Municipal Income Fund, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Morgan Stanley | 3.3M | +2.3% | $41.6M | 0.1% | Aug 13, 2026 |
| Advisors Asset Management, Inc. | 1.2M | +15.3% | $15.5M | 0.2% | Aug 14, 2026 |
| Guggenheim Capital LLC | 1.1M | +3.9% | $14M | 0.1% | Aug 12, 2026 |
| Wells Fargo & Company | 529.5K | −6.6% | $6.6M | 0.1% | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | 427.6K | +22.1% | $5.4M | 0.2% | Jul 8, 2026 |
| LPL Financial LLC | 305.5K | +6.7% | $3.8M | 0.1% | Aug 7, 2026 |
| Northwestern Mutual Wealth Management Co | 296.3K | +2.2% | $3.7M | 0.1% | Aug 12, 2026 |
| UBS Group AG | 232.8K | −3.1% | $2.9M | 0.1% | Aug 13, 2026 |
| DKM Wealth Management, Inc. | 212.6K | ±0% | $2.7M | 1.7% | Jul 30, 2026 |
| MAI Capital Management | 132K | +340.0% | $1.7M | 0.1% | Aug 14, 2026 |
| Raymond James Financial Inc | 111.8K | +9.4% | $1.4M | 0.1% | Aug 14, 2026 |
| Bank of America Corp | 107.6K | +90.4% | $1.3M | 0.1% | Aug 14, 2026 |
| Ameriprise Financial Inc | 102.3K | −2.8% | $1.3M | 0.1% | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | 96.7K | +75.6% | $1.2M | 0.1% | Sep 9, 2026 |
| Jane Street Group, LLC | 74.7K | +130.2% | $936.1K | 0.1% | Aug 14, 2026 |
| Private Advisor Group, LLC | 73.6K | New | $922.1K | 0.1% | Jul 27, 2026 |
| Allianz Asset Management GmbH | 70.1K | ±0% | $878.4K | 0.1% | Sep 2, 2026 |
| J.W. Cole Advisors, Inc. | 66K | New | $827K | 0.1% | Jul 21, 2026 |
| D.A. Davidson & Co. | 64.8K | +6.7% | $812.5K | 0.1% | Jul 24, 2026 |
| Rareview Capital LLC | 58.9K | +0.1% | $693.1K | 0.4% | Jul 23, 2026 |
| DWR Wealth Management, LLC | 54.1K | +0.1% | $674.6K | 0.5% | Jul 8, 2026 |
| Bridgewealth Advisory Group, LLC | 53.3K | +0.4% | $667.4K | 0.1% | Jul 27, 2026 |
| Royal Bank of Canada | 49.7K | +3.4% | $623K | 0.1% | Aug 14, 2026 |
| XTX Topco Ltd | 49.7K | New | $622.8K | 0.1% | Aug 14, 2026 |
| Mather Group, LLC. | 47.5K | −12.4% | $594.6K | 0.1% | Jul 27, 2026 |
| Apriem Advisors | 45.4K | +4.6% | $569.3K | 0.1% | Aug 14, 2026 |
| Blue Zone Wealth Advisors, LLC | 43.7K | −5.0% | $547.6K | 0.1% | Jul 14, 2026 |
| PNC Financial Services Group, Inc. | 40.6K | ±0% | $508.9K | 0.1% | Aug 7, 2026 |
| Mariner, LLC | 35.1K | −77.5% | $440.3K | 0.1% | Aug 13, 2026 |
| Diligent Investors, LLC | 35.1K | −2.8% | $439.5K | 0.1% | Jul 24, 2026 |
| Stifel Financial Corp | 34.7K | +18.8% | $435.1K | 0.1% | Aug 12, 2026 |
| Western Wealth Management, LLC | 32.5K | −14.6% | $407.6K | 0.1% | Aug 14, 2026 |
| Lazari Capital Management, Inc. | 28.8K | ±0% | $360.4K | 0.1% | Jul 23, 2026 |
| Van Hulzen Asset Management, LLC | 28.4K | ±0% | $355.5K | 0.1% | Aug 13, 2026 |
| Pacific Wealth Strategies Group, Inc. | 28K | ±0% | $350.8K | 0.2% | Jul 17, 2026 |
| Citadel Advisors LLC | 26.9K | New | $337.2K | 0% | Sep 2, 2026 |
| Commonwealth Equity Services, LLC | 25.3K | +1.1% | $316.7K | 0.1% | Jul 29, 2026 |
| Castle Rock Wealth Management, LLC | 24.2K | ±0% | $303.9K | 0.1% | Jul 8, 2026 |
| Ehrlich Financial Group | 23.9K | +3.9% | $299.4K | 0.2% | Jul 9, 2026 |
| Fifth Third Bancorp | 23.9K | +0.3% | $299K | 0.1% | Aug 5, 2026 |
| Cetera Investment Advisers | 23.5K | −0.6% | $294.1K | 0.1% | Aug 12, 2026 |
| Wealth Enhancement Advisory Services, LLC | 23K | +6.2% | $289.8K | 0.1% | Jul 15, 2026 |
| Readystate Asset Management LP | 23K | New | $287.7K | 0.1% | Aug 14, 2026 |
| Creative Planning | 22.9K | +5.6% | $287.5K | 0.1% | Aug 13, 2026 |
| Modern Wealth Management, LLC | 21.2K | ±0% | $265.4K | 0.1% | Aug 14, 2026 |
| Envestnet Asset Management Inc | 20.8K | ±0% | $260.5K | 0.1% | Sep 23, 2026 |
| Peak Retirement Planning, Inc. | 20.7K | New | $259.7K | 0.1% | Aug 10, 2026 |
| Tortuga Wealth Management, Inc | 20.6K | +41.1% | $258.1K | 0.2% | Jul 31, 2026 |
| Strait & Sound Wealth Management LLC | 19.7K | ±0% | $247.1K | 0.1% | Aug 18, 2026 |
| Osaic Holdings, Inc. | 18.8K | +16.7% | $235.3K | 0.1% | Aug 14, 2026 |
| Core Wealth Partners LLC | 18.4K | ±0% | $230.9K | 0.1% | Jul 17, 2026 |
| Focus Partners Wealth | 18.1K | New | $226.3K | 0.1% | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | 18K | ±0% | $225.5K | 0.1% | Aug 13, 2026 |
| FLC Capital Advisors | 17.9K | ±0% | $223.7K | 0.1% | Jul 20, 2026 |
| MKT Advisors LLC | 17.7K | −38.7% | $222.4K | 0.1% | Jul 9, 2026 |
| Pure Financial Advisors, LLC | 17.1K | ±0% | $214.2K | 0.1% | Aug 17, 2026 |
| Perigon Wealth Management, LLC | 17K | ±0% | $212.4K | 0.1% | Aug 7, 2026 |
| MML Investors Services, LLC | 15.4K | ±0% | $192.8K | 0.1% | Aug 7, 2026 |
| McGowan Group Asset Management, Inc. | 14.7K | +5.7% | $184K | 0.1% | Aug 12, 2026 |
| Snowden Capital Advisors LLC | 14.5K | +0.0% | $181.3K | 0.1% | Aug 13, 2026 |
| Farther Finance Advisors, LLC | 13.8K | ±0% | $172.5K | 0.1% | Jul 17, 2026 |
| Lyell Wealth Management, LP | 13.7K | New | $171.8K | 0.1% | Aug 5, 2026 |
| Maia Wealth LLC | 12.8K | ±0% | $161K | 0.1% | Jul 28, 2026 |
| Mutual Advisors, LLC | 12.3K | ±0% | $154.7K | 0.1% | Aug 14, 2026 |
| Tamar Securities, LLC | 11K | New | $137.8K | 0.1% | Aug 5, 2026 |
| Great Valley Advisor Group, Inc. | 10.5K | New | $131.6K | 0.1% | Aug 10, 2026 |
| Independent Financial Group, LLC | 10K | ±0% | $125.3K | 0.1% | Jul 15, 2026 |
| Private Trust Co NA | 9K | ±0% | $112.8K | 0.1% | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | 6K | +13,953.5% | $75.7K | 0.1% | Aug 13, 2026 |
| Hollencrest Capital Management | 5.8K | ±0% | $73K | 0.1% | Aug 13, 2026 |
| Peterson Wealth Management | 2.7K | ±0% | $33.8K | 0.1% | Jul 30, 2026 |
| Golden State Wealth Management, LLC | 2.1K | ±0% | $25.9K | 0.1% | Jul 22, 2026 |
| Wolff Wiese Magana LLC | 1.5K | ±0% | $18.8K | 0.1% | Jul 13, 2026 |
| LifeSteps Financial, Inc. | 750 | New | $9.4K | 0.1% | Jul 17, 2026 |
| 1620 Investment Advisors, Inc. | 536 | ±0% | $6.7K | 0.1% | Jul 14, 2026 |
| Highline Wealth Partners LLC | 524 | ±0% | $6.6K | 0.1% | Jul 15, 2026 |
| Daytona Street Capital LLC | 308 | New | $3.9K | 0.1% | Aug 3, 2026 |
| Whittier Trust Co | 200 | ±0% | $2.5K | 0% | Jul 28, 2026 |
| Wedbush Securities Inc | 79.6K | +3.4% | $997 | 0.1% | Jul 28, 2026 |
| Stonebridge Financial Group, LLC | 30.7K | — | $386 | 0.1% | Aug 13, 2026 |
| Janney Montgomery Scott LLC | 12.1K | ±0% | $152 | 0.1% | Aug 5, 2026 |
| Penserra Capital Management LLC | 3.5K | +200.0% | $43 | 0.1% | Aug 13, 2026 |
| Citigroup Inc | 3 | ±0% | $38 | 0% | Aug 3, 2026 |
| Core Capital Management & Research, inc. | 3 | — | $36 | 0% | Sep 9, 2026 |
| FNY Investment Advisers, LLC | 900 | ±0% | $11 | 0.1% | Jul 8, 2026 |
