13F Insight
DOSSIER · 13F Holders · Q2 2026
XNCMX

NUVEEN CALIFORNIA AMT QLT MU

85 institutions still hold NUVEEN CALIFORNIA AMT QLT MU as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 670651108·85 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$105M
visible holders
Holders
85
filers reporting
Concentration
39.43%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

85 institutions reported XNCMX in Q2 2026. MORGAN STANLEY leads at 39.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$42M3.3M0.00%Q2 202602
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$14M1.1M0.09%Q2 202603
Advisors Asset Management, Inc.
CIK 0001297376
$13M1.1M0.21%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M529K0.00%Q2 202605
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$5M428K0.15%Q2 202606
LPL Financial LLC
CIK 0001403438
$4M306K0.00%Q2 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M296K0.00%Q2 202608
UBS Group AG
CIK 0001610520
$3M233K0.00%Q2 202609
DKM Wealth Management, Inc.
CIK 0002055833
$3M213K1.74%Q2 202610
MAI Capital Management
CIK 0001040197
$2M132K0.01%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M112K0.00%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M108K0.00%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1M102K0.00%Q2 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$1M97K0.01%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$922K74K0.00%Q2 202616
WEDBUSH SECURITIES INC
CIK 0001142495
$915K77K0.03%Q1 202617
Allianz Asset Management GmbH
CIK 0001535323
$878K70K0.00%Q2 202618
J.W. COLE ADVISORS, INC.
CIK 0001404763
$827K66K0.01%Q2 202619
D.A. DAVIDSON & CO.
CIK 0001080107
$812K65K0.00%Q2 202620
NAPA WEALTH MANAGEMENT
CIK 0001602844
$700K55K0.33%Q3 2025
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