Who Owns NUVEEN CALIF AMT FREE MUNI I (NKX)? -- Institutional Holders (2026-06-30)
93 institutions reported holding $125.2M of NUVEEN CALIF AMT FREE MUNI I (NKX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($41.6M), Advisors Asset Management, Inc. ($15.5M), GUGGENHEIM CAPITAL LLC ($14.0M), WELLS FARGO & COMPANY/MN ($6.6M), Hennion & Walsh Asset Management, Inc. ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $41.6M | 3.3M | Added |
| 2 | Advisors Asset Management, Inc. | $15.5M | 1.2M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $14.0M | 1.1M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $6.6M | 529,470 | Trimmed |
| 5 | Hennion & Walsh Asset Management, Inc. | $5.4M | 427,631 | Added |
| 6 | LPL Financial LLC | $3.8M | 305,531 | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 296,330 | Added |
| 8 | UBS Group AG | $2.9M | 232,754 | Trimmed |
| 9 | DKM Wealth Management, Inc. | $2.7M | 212,592 | Hold |
| 10 | MAI Capital Management | $1.7M | 132,000 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.4M | 111,837 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $1.3M | 107,606 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $1.3M | 102,283 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $1.2M | 96,653 | Added |
| 15 | WEDBUSH SECURITIES INC | $997,000 | 79,581 | Added |
| 16 | JANE STREET GROUP, LLC | $936,116 | 74,710 | Added |
| 17 | Private Advisor Group, LLC | $922,135 | 73,594 | New |
| 18 | Allianz Asset Management GmbH | $878,353 | 70,100 | Hold |
| 19 | J.W. COLE ADVISORS, INC. | $826,980 | 66,000 | New |
| 20 | D.A. DAVIDSON & CO. | $812,458 | 64,841 | Added |
| 21 | Rareview Capital LLC | $693,120 | 58,889 | Added |
| 22 | DWR WEALTH MANAGEMENT, LLC | $674,556 | 54,138 | Added |
| 23 | Bridgewealth Advisory Group, LLC | $667,358 | 53,261 | Added |
| 24 | Royal Bank of Canada | $623,000 | 49,686 | Added |
| 25 | XTX Topco Ltd | $622,754 | 49,701 | New |
Source: SEC Form 13F filings · as of 2026-06-30