NUVEEN CALIFORNIA AMT QLT MU XNCMX
COM · Closed-End Fund · CUSIP 670651108
84
institutional holders
+4 vs Q1 2026
10.0m
shares reported held*
$125.2mreported value*
12 new
30 added
10 reduced
9 sold out
net bought ≈ $6.4m (+507.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.53.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 57 |
| Q4 2022 | 64 |
| Q1 2023 | 69 |
| Q2 2023 | 65 |
| Q3 2023 | 62 |
| Q4 2023 | 69 |
| Q1 2024 | 70 |
| Q2 2024 | 65 |
| Q3 2024 | 68 |
| Q4 2024 | 66 |
| Q1 2025 | 67 |
| Q2 2025 | 69 |
| Q3 2025 | 65 |
| Q4 2025 | 66 |
| Q1 2026 | 80 |
| Q2 2026 | 84 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 29 | 19 |
| Q4 2024 | 27 | 21 |
| Q1 2025 | 24 | 25 |
| Q2 2025 | 29 | 23 |
| Q3 2025 | 32 | 19 |
| Q4 2025 | 32 | 13 |
| Q1 2026 | 41 | 16 |
| Q2 2026 | 42 | 19 |
Biggest buyers
| Advisors Asset Management, Inc. | Added | +164.9k |
| MAI Capital Management | Added | +102.0k |
| Hennion & Walsh Asset Management, Inc. | Added | +77.4k |
| MORGAN STANLEY | Added | +74.4k |
| Private Advisor Group, LLC | New | +73.6k |
| J.W. COLE ADVISORS, INC. | New | +66.0k |
| BANK OF AMERICA CORP /DE/ | Added | +51.1k |
| XTX Topco Ltd | New | +49.7k |
| JANE STREET GROUP, LLC | Added | +42.3k |
| Integrated Wealth Concepts LLC | Added | +41.6k |
Biggest sellers
| EVOKE WEALTH, LLC | Sold out | -143.2k |
| Mariner, LLC | Reduced | -120.8k |
| GK Wealth Management LLC | Sold out | -54.1k |
| WELLS FARGO & COMPANY/MN | Reduced | -37.4k |
| Cerity Partners LLC | Sold out | -22.0k |
| FORONJY FINANCIAL LLC | Sold out | -12.8k |
| Cambridge Investment Research Advisors, Inc. | Sold out | -11.6k |
| MKT Advisors LLC | Reduced | -11.2k |
| Marex Group Ltd | Sold out | -10.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -10.5k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution new · filed 2025-05-06 | 5.1% |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 3.3m $41.6m | Added +74.4k |
| Advisors Asset Management, Inc. 0.24% of their portfolio | 1.2m $15.5m | Added +164.9k |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 1.1m $14.0m | Added +41.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 529.5k $6.6m | Reduced -37.4k |
| Hennion & Walsh Asset Management, Inc. 0.15% of their portfolio | 427.6k $5.4m | Added +77.4k |
| LPL Financial LLC 0.00% of their portfolio | 305.5k $3.8m | Added +19.2k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 296.3k $3.7m | Added +6.3k |
| UBS Group AG 0.00% of their portfolio | 232.8k $2.9m | Reduced -7.5k |
| DKM Wealth Management, Inc. 1.74% of their portfolio | 212.6k $2.7m | Unchanged |
| MAI Capital Management 0.01% of their portfolio | 132.0k $1.7m | Added +102.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 111.8k $1.4m | Added +9.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 107.6k $1.3m | Added +51.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 102.3k $1.3m | Reduced -3.0k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 96.7k $1.2m | Added +41.6k |
| WEDBUSH SECURITIES INC 0.03% of their portfolio | 79.6k $997.0k | Added +2.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 74.7k $936.1k | Added +42.3k |
| Private Advisor Group, LLC 0.00% of their portfolio | 73.6k $922.1k | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 70.1k $878.4k | Unchanged |
| J.W. COLE ADVISORS, INC. 0.01% of their portfolio | 66.0k $827.0k | New |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 64.8k $812.5k | Added +4.0k |
| Rareview Capital LLC 0.39% of their portfolio | 58.9k $693.1k | Added +62 |
| DWR WEALTH MANAGEMENT, LLC 0.50% of their portfolio | 54.1k $674.6k | Added +42 |
| Bridgewealth Advisory Group, LLC 0.13% of their portfolio | 53.3k $667.4k | Added +202 |
| XTX Topco Ltd 0.01% of their portfolio | 49.7k $622.8k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.7k $623.0k | Added +1.6k |
| MATHER GROUP, LLC. 0.01% of their portfolio | 47.5k $594.6k | Reduced -6.7k |
| Apriem Advisors 0.05% of their portfolio | 45.4k $569.3k | Added +2.0k |
| Blue Zone Wealth Advisors, LLC 0.10% of their portfolio | 43.7k $547.6k | Reduced -2.3k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 40.6k $508.9k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 35.1k $440.3k | Reduced -120.8k |
| Diligent Investors, LLC 0.10% of their portfolio | 35.1k $439.5k | Reduced -1.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 34.7k $435.1k | Added +5.5k |
| Western Wealth Management, LLC 0.01% of their portfolio | 32.5k $407.6k | Reduced -5.6k |
| Stonebridge Financial Group, LLC/CA 0.05% of their portfolio | 30.6k $386.0k | First filing |
| LAZARI CAPITAL MANAGEMENT, INC. 0.11% of their portfolio | 28.8k $360.4k | Unchanged |
| Van Hulzen Asset Management, LLC 0.03% of their portfolio | 28.4k $355.5k | Unchanged |
| Pacific Wealth Strategies Group, Inc. 0.20% of their portfolio | 28.0k $350.8k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 26.9k $337.2k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 25.3k $316.7k | Added +266 |
| Castle Rock Wealth Management, LLC 0.06% of their portfolio | 24.2k $303.9k | Unchanged |
| EHRLICH FINANCIAL GROUP 0.15% of their portfolio | 23.9k $299.4k | Added +886 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 23.9k $299.0k | Added +72 |
| Cetera Investment Advisers 0.00% of their portfolio | 23.5k $294.1k | Reduced -134 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 23.0k $289.8k | Added +1.4k |
| READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio | 23.0k $287.7k | New |
| Creative Planning 0.00% of their portfolio | 22.9k $287.5k | Added +1.2k |
| Modern Wealth Management, LLC 0.00% of their portfolio | 21.2k $265.4k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.8k $260.5k | Unchanged |
| Peak Retirement Planning, Inc. 0.04% of their portfolio | 20.7k $259.7k | New |
| Tortuga Wealth Management, Inc 0.20% of their portfolio | 20.6k $258.1k | Added +6.0k |
| Strait & Sound Wealth Management LLC 0.09% of their portfolio | 19.7k $247.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 18.8k $235.3k | Added +2.7k |
| Core Wealth Partners LLC 0.10% of their portfolio | 18.4k $230.9k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 18.1k $226.3k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 18.0k $225.5k | Unchanged |
| FLC Capital Advisors 0.04% of their portfolio | 17.9k $223.7k | Unchanged |
| MKT Advisors LLC 0.07% of their portfolio | 17.7k $222.4k | Reduced -11.2k |
| Pure Financial Advisors, LLC 0.00% of their portfolio | 17.1k $214.2k | Unchanged |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 16.9k $212.4k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 15.4k $192.8k | Unchanged |
| McGowan Group Asset Management, Inc. 0.02% of their portfolio | 14.7k $184.0k | Added +789 |
| Snowden Capital Advisors LLC 0.00% of their portfolio | 14.5k $181.3k | Added +4 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 13.8k $172.5k | Unchanged |
| LYELL WEALTH MANAGEMENT, LP 0.01% of their portfolio | 13.7k $171.8k | New |
| Maia Wealth LLC 0.02% of their portfolio | 12.8k $161.0k | Unchanged |
| Mutual Advisors, LLC 0.00% of their portfolio | 12.3k $154.7k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 12.1k $152.0k | Unchanged |
| Tamar Securities, LLC 0.01% of their portfolio | 11.0k $137.8k | New |
| GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio | 10.5k $131.6k | New |
| INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio | 10.0k $125.3k | Unchanged |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 9.0k $112.8k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 6.0k $75.7k | Added +6.0k |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 5.8k $73.0k | Unchanged |
| Penserra Capital Management LLC 0.00% of their portfolio | 3.5k $43.0k | Added +2.3k |
| PETERSON WEALTH MANAGEMENT 0.02% of their portfolio | 2.7k $33.8k | Unchanged |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 2.1k $25.9k | Unchanged |
| WOLFF WIESE MAGANA LLC 0.01% of their portfolio | 1.5k $18.8k | Unchanged |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 900 $11.0k | Unchanged |
| LifeSteps Financial, Inc. 0.00% of their portfolio | 750 $9.4k | New |
| 1620 INVESTMENT ADVISORS, INC. 0.00% of their portfolio | 536 $6.7k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 524 $6.6k | Unchanged |
| Daytona Street Capital LLC 0.00% of their portfolio | 308 $3.9k | New |
| WHITTIER TRUST CO 0.00% of their portfolio | 200 $2.5k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 3 $38 | Unchanged |