CHICAGO, IL
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUNDNKX— Latest position per institution from SEC 13F filings
15
Institutional holders
9.30M
Total shares held
113.97M
Estimated value
464.91K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
3.32M
Value
41.58M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.24M
Value
15.55M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.12M
Value
13.98M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
529.47K
Value
6.63M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
483.25K
Value
5.09M
Filed
Sep 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
305.53K
Value
3.83M
Filed
Jun 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
296.33K
Value
3.71M
Filed
Jun 30, 2026
DKM WEALTH MANAGEMENT, INC.
CIK 2055833
Shares
264.74K
Value
2.79M
Filed
Sep 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
246.77K
Value
3.13M
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
232.75K
Value
2.92M
Filed
Jun 30, 2026
REGATTA CAPITAL GROUP, LLC
CIK 1911488
Shares
213.21K
Value
2.90M
Filed
Sep 30, 2024
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
MAI CAPITAL MANAGEMENT
CIK 1040197
Shares
132K
Value
1.66M
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
113.23K
Value
1.38M
Filed
Mar 31, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
111.84K
Value
1.40M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
107.61K
Value
1.35M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
102.28K
Value
1.28M
Filed
Jun 30, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
96.65K
Value
1.21M
Filed
Jun 30, 2026
WEDBUSH SECURITIES INC
CIK 1142495
Shares
96.08K
Value
1.01K
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 3.32M | 41.58M | Jun 30, 2026 |
| 2 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.24M | 15.55M | Jun 30, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.12M | 13.98M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 529.47K | 6.63M | Jun 30, 2026 |
| 5 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 483.25K | 5.09M | Sep 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 305.53K | 3.83M | Jun 30, 2026 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 296.33K | 3.71M | Jun 30, 2026 |
| 8 | DKM WEALTH MANAGEMENT, INC. | 2055833 | 264.74K | 2.79M | Sep 30, 2026 |
| 9 | FIERA CAPITAL CORP | 1505817 | 246.77K | 3.13M | Sep 30, 2025 |
| 10 | UBS GROUP AG | 1610520 | 232.75K | 2.92M | Jun 30, 2026 |
| 11 | REGATTA CAPITAL GROUP, LLC | 1911488 | 213.21K | 2.90M | Sep 30, 2024 |
| 12 | LEISURE CAPITAL MANAGEMENT | 1631507 | 148.16K | 1.87M | Dec 31, 2024 |
| 13 | EVOKE WEALTH, LLC | 1793432 | 143.22K | 1.72M | Mar 31, 2026 |
| 14 | MAI CAPITAL MANAGEMENT | 1040197 | 132K | 1.66M | Jun 30, 2026 |
| 15 | LOGAN STONE CAPITAL, LLC | 1535521 | 113.23K | 1.38M | Mar 31, 2024 |
| 16 | RAYMOND JAMES FINANCIAL INC | 720005 | 111.84K | 1.40M | Jun 30, 2026 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 107.61K | 1.35M | Jun 30, 2026 |
| 18 | AMERIPRISE FINANCIAL INC | 820027 | 102.28K | 1.28M | Jun 30, 2026 |
| 19 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 96.65K | 1.21M | Jun 30, 2026 |
| 20 | WEDBUSH SECURITIES INC | 1142495 | 96.08K | 1.01K | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.