Nuveen California Quality Municipal Income Fund (NAC) — Institutional Holders, Q2 2026
138 institutional investment managers reported a NAC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $315.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NAC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +935,969 sh+$11.3M
- WELLS FARGO & COMPANYAdded · +250,667 sh+$3.0M
- Private Advisor GroupNew · +237,265 sh+$2.9M
- Advisors Asset ManagementAdded · +227,281 sh+$2.8M
- BANK OF AMERICAAdded · +217,682 sh+$2.6M
Biggest sellers
- MarinerTrimmed · -479,980 sh-$5.8M
- EVOKE WEALTHSold out · -256,039 sh-$3.1M
- JANE STREET GROUPTrimmed · -176,926 sh-$2.1M
- UBS Group AGTrimmed · -88,815 sh-$1.1M
- Prospera Financial ServicesSold out · -64,500 sh-$781.7K
NAC 13F holders ranked 1–100 of 138
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 6,934,080 sh | 6,934,080 | $84.0M | <0.01% | +15.6% |
| 2 | GUGGENHEIM CAPITAL#2 · 3,486,662 sh | 3,486,662 | $42.3M | 0.27% | +1.5% |
| 3 | WELLS FARGO & COMPANY#3 · 2,055,441 sh | 2,055,441 | $24.9M | <0.01% | +13.9% |
| 4 | Advisors Asset Management#4 · 1,877,055 sh | 1,877,055 | $22.7M | 0.35% | +13.8% |
| 5 | Rockefeller Capital Management L.P.#5 · 1,236,961 sh | 1,236,961 | $15.0M | 0.02% | +1.1% |
| 6 | BANK OF AMERICA#6 · 1,150,444 sh | 1,150,444 | $13.9M | <0.01% | +23.3% |
| 7 | UBS Group AG#7 · 906,262 sh | 906,262 | $11.0M | <0.01% | -8.9% |
| 8 | LPL Financial#8 · 611,995 sh | 611,995 | $7.4M | <0.01% | +4.8% |
| 9 | Hennion & Walsh Asset Management#9 · 518,286 sh | 518,286 | $6.3M | — | +17.4% |
| 10 | Ignite Planners#10 · 476,800 sh | 476,800 | $5.8M | — | +32.8% |
| 11 | Allianz Asset Management GmbH#11 · 475,879 sh | 475,879 | $5.8M | <0.01% | 0.0% |
| 12 | LM Advisors#12 · 334,729 sh | 334,729 | $4.1M | 0.47% | +8589.7% |
| 13 | AMERIPRISE FINANCIAL#13 · 261,691 sh | 261,691 | $3.2M | <0.01% | +8.3% |
| 14 | Sanctuary Advisors#14 · 257,109 sh | 257,109 | $3.1M | 0.01% | +3.4% |
| 15 | Private Advisor Group#15 · 237,265 sh | 237,265 | $2.9M | 0.01% | New |
| 16 | RAYMOND JAMES FINANCIAL#16 · 219,110 sh | 219,110 | $2.7M | <0.01% | +21.7% |
| 17 | WHITTIER#17 · 211,287 sh | 211,287 | $2.6M | 0.03% | 0.0% |
| 18 | PFG Investments#18 · 199,004 sh | 199,004 | $2.4M | 0.09% | +0.3% |
| 19 | Southland Equity Partners#19 · 184,440 sh | 184,440 | $2.2M | — | +2.8% |
| 20 | OneDigital Investment Advisors#20 · 177,723 sh | 177,723 | $2.2M | 0.02% | +4.0% |
| 21 | ROYAL BANK OF CANADA#21 · 171,666 sh | 171,666 | $2.1M | <0.01% | -4.5% |
| 22 | Quantinno Capital Management#22 · 161,512 sh | 161,512 | $2.0M | <0.01% | +353.7% |
| 23 | DKM Wealth Management#23 · 142,401 sh | 142,401 | $1.7M | — | 0.0% |
| 24 | COMMONWEALTH EQUITY SERVICES#24 · 138,030 sh | 138,030 | $1.7M | <0.01% | -2.6% |
| 25 | MAI Capital Management#25 · 117,564 sh | 117,564 | $1.4M | <0.01% | +202.2% |
| 26 | Allworth Financial#26 · 117,152 sh | 117,152 | $1.4M | <0.01% | +3.1% |
| 27 | WEDBUSH SECURITIES#27 · 114,662 sh | 114,662 | $1.4M | — | -6.9% |
| 28 | OSAIC#28 · 111,115 sh | 111,115 | $1.3M | <0.01% | +12.8% |
| 29 | D.A. DAVIDSON#29 · 102,507 sh | 102,507 | $1.2M | <0.01% | -2.6% |
| 30 | Integrated Wealth Concepts#30 · 102,286 sh | 102,286 | $1.2M | <0.01% | +164.8% |
| 31 | SUMMITRY#31 · 95,654 sh | 95,654 | $1.2M | 0.04% | New |
| 32 | New Insight Wealth Advisors#32 · 94,160 sh | 94,160 | $1.1M | 0.34% | -5.6% |
| 33 | Mutual Advisors#33 · 82,206 sh | 82,206 | $996.3K | 0.02% | +15.8% |
| 34 | Cascade Financial Partners#34 · 79,954 sh | 79,954 | $969.0K | 0.08% | New |
| 35 | Cambridge Investment Research Advisors#35 · 79,905 sh | 79,905 | $968.0K | <0.01% | +360.1% |
| 36 | NewEdge Advisors#36 · 79,128 sh | 79,128 | $959.0K | <0.01% | +11.0% |
| 37 | STIFEL FINANCIAL#37 · 77,989 sh | 77,989 | $945.2K | <0.01% | +0.3% |
| 38 | Creative Planning#38 · 75,676 sh | 75,676 | $917.2K | <0.01% | -11.0% |
| 39 | Oder Investment Management#39 · 63,137 sh | 63,137 | $765.2K | 0.51% | +0.1% |
| 40 | Rareview Capital#40 · 66,339 sh | 66,339 | $741.0K | 0.41% | +0.1% |
| 41 | PNC FINANCIAL SERVICES GROUP#41 · 59,626 sh | 59,626 | $722.7K | <0.01% | 0.0% |
| 42 | Kestra Advisory Services#42 · 57,990 sh | 57,990 | $702.8K | <0.01% | +1.1% |
| 43 | Atala Financial#43 · 57,385 sh | 57,385 | $695.5K | — | -9.5% |
| 44 | JANE STREET GROUP#44 · 52,745 sh | 52,745 | $639.3K | <0.01% | -77.0% |
| 45 | Requisite Capital Management#45 · 52,058 sh | 52,058 | $634.6K | 0.10% | New |
| 46 | Mariner#46 · 51,889 sh | 51,889 | $628.9K | <0.01% | -90.2% |
| 47 | ENVESTNET ASSET MANAGEMENT#47 · 50,468 sh | 50,468 | $611.7K | <0.01% | 0.0% |
| 48 | Cetera Investment Advisers#48 · 49,951 sh | 49,951 | $605.4K | <0.01% | +2.4% |
| 49 | MELFA WEALTH MANAGEMENT#49 · 49,816 sh | 49,816 | $603.8K | 0.33% | 0.0% |
| 50 | Prime Capital Investment Advisors#50 · 48,326 sh | 48,326 | $585.7K | — | +0.2% |
| 51 | EVERETT HARRIS#51 · 46,000 sh | 46,000 | $557.5K | <0.01% | 0.0% |
| 52 | Pacific Wealth Strategies Group#52 · 44,466 sh | 44,466 | $538.9K | 0.31% | -23.2% |
| 53 | Western Wealth Management#53 · 43,864 sh | 43,864 | $531.6K | 0.02% | +0.8% |
| 54 | Cooper Financial Group#54 · 43,802 sh | 43,802 | $530.9K | — | +1.3% |
| 55 | HOLLENCREST SECURITIES#55 · 43,423 sh | 43,423 | $526.3K | 0.03% | -12.4% |
| 56 | Merit Financial Group#56 · 41,956 sh | 41,956 | $508.5K | <0.01% | 0.0% |
| 57 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#57 · 41,600 sh | 41,600 | $506.7K | 0.03% | 0.0% |
| 58 | BARTLETT & WEALTH MANAGEMENT#58 · 41,100 sh | 41,100 | $501.0K | <0.01% | +0.9% |
| 59 | OPPENHEIMER#59 · 40,542 sh | 40,542 | $491.4K | — | +7.8% |
| 60 | Van Hulzen Asset Management#60 · 39,986 sh | 39,986 | $484.6K | 0.03% | -0.8% |
| 61 | FIRST FOUNDATION ADVISORS#61 · 38,617 sh | 38,617 | $468.0K | 0.02% | 0.0% |
| 62 | NewEdge Wealth#62 · 38,600 sh | 38,600 | $467.8K | <0.01% | 0.0% |
| 63 | CLG#63 · 37,584 sh | 37,584 | $455.5K | — | 0.0% |
| 64 | Bridgewealth Advisory Group#64 · 36,555 sh | 36,555 | $443.0K | 0.08% | +0.5% |
| 65 | Gerber Kawasaki Wealth & Investment Management#65 · 35,789 sh | 35,789 | $433.8K | 0.01% | +2.5% |
| 66 | HighTower Advisors#66 · 35,025 sh | 35,025 | $424.5K | <0.01% | +1.6% |
| 67 | Apriem Advisors#67 · 33,120 sh | 33,120 | $401.4K | 0.03% | +2.8% |
| 68 | Sowell Financial Services#68 · 32,339 sh | 32,339 | $391.9K | — | +0.3% |
| 69 | Mirador Capital Partners#69 · 32,175 sh | 32,175 | $390.0K | — | New |
| 70 | Core Wealth Partners#70 · 29,699 sh | 29,699 | $360.0K | 0.15% | -7.9% |
| 71 | RHS Financial#71 · 28,824 sh | 28,824 | $349.3K | — | -1.3% |
| 72 | Farther Finance Advisors#72 · 27,962 sh | 27,962 | $338.5K | — | +28.1% |
| 73 | Virtu Financial#73 · 25,596 sh | 25,596 | $310.0K | <0.01% | -45.7% |
| 74 | Intellectus Partners#74 · 25,000 sh | 25,000 | $304.7K | 0.05% | 0.0% |
| 75 | Perennial Investment Advisors#75 · 24,921 sh | 24,921 | $302.0K | 0.02% | 0.0% |
| 76 | ECLECTIC ASSOCIATES#76 · 24,637 sh | 24,637 | $298.6K | — | +0.4% |
| 77 | Tortuga Wealth Management#77 · 23,997 sh | 23,997 | $290.8K | — | +4.5% |
| 78 | Castle Rock Wealth Management#78 · 23,409 sh | 23,409 | $285.1K | — | 0.0% |
| 79 | VAQUERO PRIVATE WEALTH, LTD#79 · 23,033 sh | 23,033 | $279.2K | 0.06% | — |
| 80 | REGATTA CAPITAL GROUP#80 · 22,280 sh | 22,280 | $270.0K | — | 0.0% |
| 81 | J.W. COLE ADVISORS#81 · 21,541 sh | 21,541 | $261.1K | <0.01% | New |
| 82 | Avestar Capital#82 · 21,000 sh | 21,000 | $256.0K | 0.01% | +90.9% |
| 83 | ODonnell Financial Services#83 · 20,285 sh | 20,285 | $245.9K | 0.07% | New |
| 84 | Snowden Capital Advisors#84 · 20,132 sh | 20,132 | $245.4K | <0.01% | 0.0% |
| 85 | Brookwood Investment Group#85 · 19,750 sh | 19,750 | $239.4K | 0.03% | New |
| 86 | FIRST AMERICAN , FSB#86 · 19,000 sh | 19,000 | $230.3K | 0.01% | 0.0% |
| 87 | McGowan Group Asset Management#87 · 18,677 sh | 18,677 | $226.4K | 0.03% | +4.6% |
| 88 | NWF Advisory Services#88 · 18,430 sh | 18,430 | $223.4K | — | -0.3% |
| 89 | Cerity Partners#89 · 18,128 sh | 18,128 | $219.7K | <0.01% | -67.9% |
| 90 | Mesirow Financial Investment Management#90 · 16,749 sh | 16,749 | $203.0K | <0.01% | +1.9% |
| 91 | Corient Private Wealth#91 · 16,090 sh | 16,090 | $195.0K | <0.01% | 0.0% |
| 92 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#92 · 16,045 sh | 16,045 | $194.5K | 0.00% | -51.5% |
| 93 | TWO SIGMA SECURITIES#93 · 15,731 sh | 15,731 | $190.7K | 0.02% | -33.7% |
| 94 | Pasadena Private Wealth#94 · 15,441 sh | 15,441 | $187.1K | 0.02% | New |
| 95 | Ameritas Advisory Services#95 · 15,202 sh | 15,202 | $184.2K | <0.01% | +25.0% |
| 96 | Pure Financial Advisors#96 · 15,193 sh | 15,193 | $184.1K | <0.01% | -16.5% |
| 97 | Perigon Wealth Management#97 · 15,168 sh | 15,168 | $183.8K | — | 0.0% |
| 98 | BOOTHBAY FUND MANAGEMENT#98 · 15,068 sh | 15,068 | $182.6K | <0.01% | New |
| 99 | Barnes Wealth Management Group#99 · 14,953 sh | 14,953 | $181.2K | 0.08% | 0.0% |
| 100 | Indivisible Partners#100 · 14,271 sh | 14,271 | $173.0K | — | +7.7% |
Funds that sold out of NAC in Q2 2026 (10)
Held NAC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| EVOKE WEALTH256,039 sh | 256,039 | $3.0M |
| Prospera Financial Services64,500 sh | 64,500 | $751.4K |
| Golden State Equity Partners62,311 sh | 62,311 | $725.9K |
| MERCER GLOBAL ADVISORS26,489 sh | 26,489 | $308.6K |
| Ducere Wealth Management22,977 sh | 22,977 | $267.7K |
| EVOLVE PRIVATE WEALTH16,940 sh | 16,940 | $197.4K |
| EP Wealth Advisors10,167 sh | 10,167 | $118.4K |
| SANDERS MORRIS HARRIS10,000 sh | 10,000 | $116.5K |
| WFA of San Diego590 sh | 590 | $6.9K |
| FIFTH THIRD BANCORP47 sh | 47 | $548.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.