CHICAGO, IL
NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUNDNAC— Latest position per institution from SEC 13F filings
15
Institutional holders
28.09M
Total shares held
319.81M
Estimated value
1.40M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
6.93M
Value
84.04M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
3.49M
Value
42.26M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
2.86M
Value
33.96M
Filed
Sep 30, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.06M
Value
24.91M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.88M
Value
22.75M
Filed
Jun 30, 2026
BEACH POINT CAPITAL MANAGEMENT LP
CIK 1453885
Shares
1.40M
Value
15.50M
Filed
Dec 31, 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
1.38M
Value
15.50M
Filed
Mar 31, 2025
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
1.24M
Value
14.99M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.15M
Value
13.94M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
906.26K
Value
10.98M
Filed
Jun 30, 2026
MARINER INDEPENDENT ADVISOR NETWORK, LLC
CIK 1548916
Shares
640.89K
Value
7.03K
Filed
Sep 30, 2022
LPL FINANCIAL LLC
CIK 1403438
Shares
612K
Value
7.42M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
591.39K
Value
6.65M
Filed
Mar 31, 2025
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
518.29K
Value
6.28M
Filed
Jun 30, 2026
MACKAY SHIELDS LLC
CIK 61227
Shares
511.34K
Value
5.88M
Filed
Sep 30, 2025
IGNITE PLANNERS, LLC
CIK 1849348
Shares
476.80K
Value
5.78M
Filed
Jun 30, 2026
ALLIANZ ASSET MANAGEMENT GMBH
CIK 1535323
Shares
475.88K
Value
5.77M
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
391.40K
Value
4.27K
Filed
Sep 30, 2022
LM ADVISORS LLC
CIK 2011314
Shares
334.73K
Value
4.06K
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
261.69K
Value
3.17M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 6.93M | 84.04M | Jun 30, 2026 |
| 2 | GUGGENHEIM CAPITAL LLC | 1283072 | 3.49M | 42.26M | Jun 30, 2026 |
| 3 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 2.86M | 33.96M | Sep 30, 2024 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 2.06M | 24.91M | Jun 30, 2026 |
| 5 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.88M | 22.75M | Jun 30, 2026 |
| 6 | BEACH POINT CAPITAL MANAGEMENT LP | 1453885 | 1.40M | 15.50M | Dec 31, 2023 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 1.38M | 15.50M | Mar 31, 2025 |
| 8 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 1.24M | 14.99M | Jun 30, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 1.15M | 13.94M | Jun 30, 2026 |
| 10 | UBS GROUP AG | 1610520 | 906.26K | 10.98M | Jun 30, 2026 |
| 11 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1548916 | 640.89K | 7.03K | Sep 30, 2022 |
| 12 | LPL FINANCIAL LLC | 1403438 | 612K | 7.42M | Jun 30, 2026 |
| 13 | KARPUS MANAGEMENT, INC. | 1048703 | 591.39K | 6.65M | Mar 31, 2025 |
| 14 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 518.29K | 6.28M | Jun 30, 2026 |
| 15 | MACKAY SHIELDS LLC | 61227 | 511.34K | 5.88M | Sep 30, 2025 |
| 16 | IGNITE PLANNERS, LLC | 1849348 | 476.80K | 5.78M | Jun 30, 2026 |
| 17 | ALLIANZ ASSET MANAGEMENT GMBH | 1535323 | 475.88K | 5.77M | Jun 30, 2026 |
| 18 | FIERA CAPITAL CORP | 1505817 | 391.40K | 4.27K | Sep 30, 2022 |
| 19 | LM ADVISORS LLC | 2011314 | 334.73K | 4.06K | Jun 30, 2026 |
| 20 | AMERIPRISE FINANCIAL INC | 820027 | 261.69K | 3.17M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.