Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Shares of Beneficial Interest
-
Shares outstanding
-
47,805,294
-
Total 13F shares
-
698,726
-
Share change
-
-23,008
-
Total reported value
-
$8,696,044
-
Price per share
-
$12.44
-
Number of holders
-
9
-
Value change
-
-$288,874
-
Number of buys
-
2
-
Number of sells
-
3
Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q4 2025
As of 31 Dec 2025,
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
698,726 shares.
The largest 9 holders included
Hennion & Walsh Asset Management, Inc., DKM Wealth Management, Inc., Blue Zone Wealth Advisors, LLC, MKT Advisors LLC, LAZARI CAPITAL MANAGEMENT, INC., EHRLICH FINANCIAL GROUP, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Perigon Wealth Management, LLC, and HIGHLINE WEALTH PARTNERS LLC.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.