5 institutions reported holding $6.3M of NUVEEN CALIF AMT FREE MUNI I (NKX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($5.4M), DWR WEALTH MANAGEMENT, LLC ($674,556), Castle Rock Wealth Management, LLC ($303,851), FNY Investment Advisers, LLC ($11,000), GK Wealth Management LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $5.4M | 427,631 | Added |
| 2 | DWR WEALTH MANAGEMENT, LLC | $674,556 | 54,138 | Added |
| 3 | Castle Rock Wealth Management, LLC | $303,851 | 24,192 | Hold |
| 4 | FNY Investment Advisers, LLC | $11,000 | 900 | Hold |
| 5 | GK Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30