NKX — Nuveen Calif Amt Free Muni I Institutional Holders · Q3 2026
Who owns Nuveen Calif Amt Free Muni I (NKX)? 3 institutions reported holding $3.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: DKM Wealth Management, Inc. ($2.8M), Castle Rock Wealth Management, LLC ($255,709), Farther Finance Advisors, LLC ($194,866).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | $2.8M | 264,743 | Added |
| 2 | Castle Rock Wealth Management, LLC | $255,709 | 24,192 | Hold |
| 3 | Farther Finance Advisors, LLC | $194,866 | 18,506 | Added |
Source: SEC Form 13F filings · as of 2026-09-30