CHICAGO, IL
NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUNDNAC— Latest position per institution from SEC 13F filings
15
Institutional holders
26.46M
Total shares held
295.24M
Estimated value
1.32M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
6M
Value
69.88M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
3.44M
Value
40.03M
Filed
Mar 31, 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
1.80M
Value
21.03M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.65M
Value
19.22M
Filed
Mar 31, 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
1.22M
Value
14.25M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
995.08K
Value
11.59M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
932.76K
Value
10.87M
Filed
Mar 31, 2026
MARINER INDEPENDENT ADVISOR NETWORK, LLC
CIK 1548916
Shares
640.89K
Value
7.03K
Filed
Sep 30, 2022
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
591.39K
Value
6.65M
Filed
Mar 31, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
584.09K
Value
6.80M
Filed
Mar 31, 2026
MARINER, LLC
CIK 1373442
Shares
531.87K
Value
6.20M
Filed
Mar 31, 2026
MACKAY SHIELDS LLC
CIK 61227
Shares
511.34K
Value
5.88M
Filed
Sep 30, 2025
ALLIANZ ASSET MANAGEMENT GMBH
CIK 1535323
Shares
475.88K
Value
5.54M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
441.61K
Value
5.14M
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
391.40K
Value
4.27K
Filed
Sep 30, 2022
IGNITE PLANNERS, LLC
CIK 1849348
Shares
359.06K
Value
4.18M
Filed
Mar 31, 2026
EVOKE WEALTH, LLC
CIK 1793432
Shares
256.04K
Value
3M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 6M | 69.88M | Mar 31, 2026 |
| 2 | GUGGENHEIM CAPITAL LLC | 1283072 | 3.44M | 40.03M | Mar 31, 2026 |
| 3 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 2.86M | 33.96M | Sep 30, 2024 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 1.80M | 21.03M | Mar 31, 2026 |
| 5 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.65M | 19.22M | Mar 31, 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 | 1.22M | 14.25M | Mar 31, 2026 |
| 9 | UBS GROUP AG | 1610520 | 995.08K | 11.59M | Mar 31, 2026 |
| 10 | BANK OF AMERICA CORP /DE/ | 70858 | 932.76K | 10.87M | Mar 31, 2026 |
| 11 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1548916 | 640.89K | 7.03K | Sep 30, 2022 |
| 12 | KARPUS MANAGEMENT, INC. | 1048703 | 591.39K | 6.65M | Mar 31, 2025 |
| 13 | LPL FINANCIAL LLC | 1403438 | 584.09K | 6.80M | Mar 31, 2026 |
| 14 | MARINER, LLC | 1373442 | 531.87K | 6.20M | Mar 31, 2026 |
| 15 | MACKAY SHIELDS LLC | 61227 | 511.34K | 5.88M | Sep 30, 2025 |
| 16 | ALLIANZ ASSET MANAGEMENT GMBH | 1535323 | 475.88K | 5.54M | Mar 31, 2026 |
| 17 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 441.61K | 5.14M | Mar 31, 2026 |
| 18 | FIERA CAPITAL CORP | 1505817 | 391.40K | 4.27K | Sep 30, 2022 |
| 19 | IGNITE PLANNERS, LLC | 1849348 | 359.06K | 4.18M | Mar 31, 2026 |
| 20 | EVOKE WEALTH, LLC | 1793432 | 256.04K | 3M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.