Nuveen California Quality Municipal Income Fund (NAC) — Institutional Holders, Q2 2026 (page 2)
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 101 to 138. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NAC 13F holders ranked 101–138 of 138
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Closed-End Fund Advisors#101 · 13,891 sh | 13,891 | $168.4K | 0.16% | +4.5% |
| 102 | CreativeOne Wealth#102 · 13,544 sh | 13,544 | $164.2K | <0.01% | 0.0% |
| 103 | INDEPENDENT FINANCIAL GROUP#103 · 13,506 sh | 13,506 | $163.7K | — | New |
| 104 | RB Capital Management#104 · 13,252 sh | 13,252 | $160.6K | 0.03% | -9.5% |
| 105 | MKT Advisors#105 · 12,418 sh | 12,418 | $150.3K | — | -45.8% |
| 106 | Fiscal Wisdom Wealth Management#106 · 11,901 sh | 11,901 | $144.2K | — | 0.0% |
| 107 | Savvy Advisors#107 · 11,659 sh | 11,659 | $141.3K | <0.01% | New |
| 108 | Fermata Advisors#108 · 11,500 sh | 11,500 | $139.4K | — | 0.0% |
| 109 | ROSENBLUM SILVERMAN SUTTON S F#109 · 11,440 sh | 11,440 | $138.7K | 0.03% | 0.0% |
| 110 | GREAT VALLEY ADVISOR GROUP#110 · 11,194 sh | 11,194 | $135.7K | <0.01% | New |
| 111 | MML INVESTORS SERVICES#111 · 10,828 sh | 10,828 | $131.2K | <0.01% | 0.0% |
| 112 | Riverview#112 · 10,612 sh | 10,612 | $128.6K | 0.15% | 0.0% |
| 113 | Focus Partners Wealth#113 · 10,465 sh | 10,465 | $126.8K | <0.01% | New |
| 114 | Strategic Advocates#114 · 10,400 sh | 10,400 | $126.0K | 0.49% | 0.0% |
| 115 | Equitable#115 · 10,095 sh | 10,095 | $122.4K | <0.01% | New |
| 116 | CIBC Bancorp USA#116 · 10,000 sh | 10,000 | $121.2K | <0.01% | 0.0% |
| 117 | HARBOUR INVESTMENTS#117 · 8,969 sh | 8,969 | $108.7K | <0.01% | 0.0% |
| 118 | US BANCORP \DE\#118 · 4,923 sh | 4,923 | $59.7K | <0.01% | -9.6% |
| 119 | Parallel Advisors#119 · 4,412 sh | 4,412 | $53.5K | <0.01% | -68.1% |
| 120 | Regatta Research & Money Management#120 · 4,063 sh | 4,063 | $49.2K | 0.05% | — |
| 121 | Global Retirement Partners#121 · 3,685 sh | 3,685 | $44.7K | <0.01% | — |
| 122 | Penserra Capital Management#122 · 3,678 sh | 3,678 | $44.0K | <0.01% | +200.0% |
| 123 | WHITTIER OF NEVADA#123 · 3,550 sh | 3,550 | $43.0K | <0.01% | 0.0% |
| 124 | SRS Capital Advisors#124 · 3,400 sh | 3,400 | $41.2K | <0.01% | New |
| 125 | PETERSON WEALTH MANAGEMENT#125 · 2,655 sh | 2,655 | $32.2K | 0.01% | 0.0% |
| 126 | FNY Investment Advisers#126 · 2,000 sh | 2,000 | $24.0K | — | 0.0% |
| 127 | MATHER GROUP#127 · 1,551 sh | 1,551 | $18.8K | — | +7.9% |
| 128 | WOLFF WIESE MAGANA#128 · 1,500 sh | 1,500 | $18.2K | — | 0.0% |
| 129 | ROTHSCHILD INVESTMENT#129 · 1,403 sh | 1,403 | $17.0K | <0.01% | +1.8% |
| 130 | AMERIFLEX GROUP#130 · 1,400 sh | 1,400 | $17.0K | <0.01% | 0.0% |
| 131 | Smartleaf Asset Management#131 · 1,240 sh | 1,240 | $15.0K | <0.01% | 0.0% |
| 132 | SOA Wealth Advisors#132 · 1,026 sh | 1,026 | $12.4K | <0.01% | +1.9% |
| 133 | IFP Advisors#133 · 943 sh | 943 | $11.4K | — | +1.8% |
| 134 | LifeSteps Financial#134 · 650 sh | 650 | $7.9K | — | New |
| 135 | BFSG#135 · 540 sh | 540 | $6.5K | <0.01% | 0.0% |
| 136 | Kroeger Financial Partners#136 · 492 sh | 492 | $6.0K | — | — |
| 137 | HIGHLINE WEALTH PARTNERS#137 · 250 sh | 250 | $3.0K | — | -66.7% |
| 138 | Tower Research Capital (TRC)#138 · 244 sh | 244 | $3.0K | <0.01% | +1335.3% |
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.