Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / Common Shares of Beneficial Interest
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Shares outstanding
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47.8M
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Number of holders
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67
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Total 13F shares, excl. options
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7.39M
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Shares change
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+196K
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Total reported value, excl. options
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$87M
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Value change
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+$2.2M
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Number of buys
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29
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Number of sells
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-23
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Price
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$11.77
Significant Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q2 2025
73 filings reported holding NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest as of Q2 2025.
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.39M shares
of 47.8M outstanding shares and own 15.46% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.7M shares), GUGGENHEIM CAPITAL LLC (821K shares), WELLS FARGO & COMPANY/MN (486K shares), Advisors Asset Management, Inc. (390K shares), Hennion & Walsh Asset Management, Inc. (284K shares), Fiera Capital Corp (248K shares), LPL Financial LLC (228K shares), DKM Wealth Management, Inc. (213K shares), UBS Group AG (187K shares), and Mariner, LLC (153K shares).
This table shows the top 67 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.