CHICAGO, IL
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUNDNKX— Latest position per institution from SEC 13F filings
15
Institutional holders
8.94M
Total shares held
104.81M
Estimated value
446.86K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
3.24M
Value
38.60M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.08M
Value
12.80M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.07M
Value
12.79M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
566.90K
Value
6.75M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
350.21K
Value
4.17M
Filed
Mar 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
290K
Value
3.45M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
286.33K
Value
3.41M
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
246.77K
Value
3.13M
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
240.22K
Value
2.86M
Filed
Mar 31, 2026
REGATTA CAPITAL GROUP, LLC
CIK 1911488
Shares
213.21K
Value
2.90M
Filed
Sep 30, 2024
DKM WEALTH MANAGEMENT, INC.
CIK 2055833
Shares
212.59K
Value
2.53M
Filed
Mar 31, 2026
MARINER INDEPENDENT ADVISOR NETWORK, LLC
CIK 1548916
Shares
199.76K
Value
2.36K
Filed
Sep 30, 2022
MARINER, LLC
CIK 1373442
Shares
155.97K
Value
1.86M
Filed
Mar 31, 2026
LEISURE CAPITAL MANAGEMENT
CIK 1631507
Shares
148.16K
Value
1.87M
Filed
Dec 31, 2024
EVOKE WEALTH, LLC
CIK 1793432
Shares
143.22K
Value
1.72M
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
113.23K
Value
1.38M
Filed
Mar 31, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
105.25K
Value
1.25M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
102.23K
Value
1.22M
Filed
Mar 31, 2026
AQR ARBITRAGE LLC
CIK 1167456
Shares
85.46K
Value
1.16M
Filed
Sep 30, 2024
BALYASNY ASSET MANAGEMENT L.P.
CIK 1218710
Shares
83.22K
Value
979.51K
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 3.24M | 38.60M | Mar 31, 2026 |
| 2 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.08M | 12.80M | Mar 31, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.07M | 12.79M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 566.90K | 6.75M | Mar 31, 2026 |
| 5 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 350.21K | 4.17M | Mar 31, 2026 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 290K | 3.45M | Mar 31, 2026 |
| 7 | LPL FINANCIAL LLC | 1403438 | 286.33K | 3.41M | Mar 31, 2026 |
| 8 | FIERA CAPITAL CORP | 1505817 | 246.77K | 3.13M | Sep 30, 2025 |
| 9 | UBS GROUP AG | 1610520 | 240.22K | 2.86M | Mar 31, 2026 |
| 10 | REGATTA CAPITAL GROUP, LLC | 1911488 | 213.21K | 2.90M | Sep 30, 2024 |
| 11 | DKM WEALTH MANAGEMENT, INC. | 2055833 | 212.59K | 2.53M | Mar 31, 2026 |
| 12 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1548916 | 199.76K | 2.36K | Sep 30, 2022 |
| 13 | MARINER, LLC | 1373442 | 155.97K | 1.86M | Mar 31, 2026 |
| 14 | LEISURE CAPITAL MANAGEMENT | 1631507 | 148.16K | 1.87M | Dec 31, 2024 |
| 15 | EVOKE WEALTH, LLC | 1793432 | 143.22K | 1.72M | Mar 31, 2026 |
| 16 | LOGAN STONE CAPITAL, LLC | 1535521 | 113.23K | 1.38M | Mar 31, 2024 |
| 17 | AMERIPRISE FINANCIAL INC | 820027 | 105.25K | 1.25M | Mar 31, 2026 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 102.23K | 1.22M | Mar 31, 2026 |
| 19 | AQR ARBITRAGE LLC | 1167456 | 85.46K | 1.16M | Sep 30, 2024 |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | 1218710 | 83.22K | 979.51K | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.