Who Owns Nuveen California Quality Municipal Income Fund (NAC)?Hedge Fund & Institutional Holders

$11.88+0.07 (+0.59%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -6

Price History

$10.51$10.93$11.34$11.76$12.18Aug 24Jun 25Mar 26

NAC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+99K+$9.0B
GUGGENHEIM CAPITAL LLCIncreased+653K+$7.7B
WELLS FARGO & COMPANY/MNIncreased+615K+$6.1B
Allianz Asset Management GmbHNew Position+476K+$5.0B
Advisors Asset Management, Inc.Increased+470K+$4.9B
Hennion & Walsh Asset Management, Inc.New Position+413K+$4.9B
WHITTIER TRUST CONew Position+200K+$2.4B
PFG Investments, LLCNew Position+189K+$2.2B
DAVIDSON TRUST CONew Position+148K+$1.7B
D.A. DAVIDSON & CO.New Position+125K+$1.5B
New Insight Wealth AdvisorsNew Position+70K+$824.0M
Mutual Advisors, LLCNew Position+68K+$799.0M
Atala Financial IncNew Position+65K+$769.0M
Pacific Wealth Strategies Group, Inc.New Position+58K+$683.0M
Southland Equity Partners LLCIncreased+53K+$673.0M

NAC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-7K-$6.3B
Allworth Financial LPDecreased-43K-$1.8B
STIFEL FINANCIAL CORPDecreased-134-$968.6M
Cetera Investment AdvisersDecreased-1K-$718.3M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-56K-$640.5M
HighTower Advisors, LLCDecreased-18K-$604.4M
Integrated Wealth Concepts LLCClosed Position-42K-$481.7M
UBS Group AGDecreased-57K-$305.4M
Barnes Wealth Management Group, IncClosed Position-15K-$172.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-15K-$169.6M
TWO SIGMA SECURITIES, LLCDecreased-3K-$161.0M
CIBC Bancorp USA Inc.Closed Position-10K-$115.0M
Apriem AdvisorsDecreased-4K-$36.5M
Newbridge Financial Services Group, Inc.Closed Position-2K-$23.0M
HIGHLINE WEALTH PARTNERS LLCDecreased-2K-$17.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC2,938,681$34.0B243.47%Share
2WELLS FARGO & COMPANY/MN1,687,207$19.0B3.46%Share
3Advisors Asset Management, Inc.1,349,549$15.0B251.85%Share
4Rockefeller Capital Management L.P.1,189,461$14.0B25.20%Share
5UBS Group AG1,114,490$13.2B2.13%Share
6BANK OF AMERICA CORP /DE/802,365$9.0B0.65%Share
7Allianz Asset Management GmbH475,879$5.0B5.06%Share
8Hennion & Walsh Asset Management, Inc.412,560$4.9B0.17%Share
9Ignite Planners, LLC357,359$4.3B0.65%Share
10WELLS FARGO & COMPANY/MN304,727$3.0B0.55%Share
11Southland Equity Partners LLC206,090$2.4B0.48%Share
12WHITTIER TRUST CO200,319$2.4B25.74%Share
13PFG Investments, LLC188,895$2.2B0.11%Share
14EVOKE WEALTH, LLC253,679$2.0B37.33%Share
15AMERIPRISE FINANCIAL INC241,635$2.0B0.45%Share
16ROYAL BANK OF CANADA185,973$2.0B0.33%Share
17DAVIDSON TRUST CO148,098$1.7B0.73%Share
18DKM Wealth Management, Inc.142,401$1.7B1.25%Share
19D.A. DAVIDSON & CO.125,196$1.5B9.05%Share
20OneDigital Investment Advisors LLC166,184$1.0B9.80%Share
21RAYMOND JAMES FINANCIAL INC139,871$1.0B0.31%Share
22New Insight Wealth Advisors69,785$824.0M0.29%Share
23Mutual Advisors, LLC67,729$799.0M0.02%Share
24Atala Financial Inc65,185$769.0M0.49%Share
25Rareview Capital LLC66,243$739.0M0.48%Share
26Oder Investment Management, LLC61,836$730.0M0.53%Share
27Pacific Wealth Strategies Group, Inc.57,915$683.0M0.39%Share
28Van Hulzen Asset Management, LLC53,250$628.0M0.05%Share
29MELFA WEALTH MANAGEMENT, INC.49,816$588.0M0.34%Share
30FIRST FOUNDATION ADVISORS42,714$504.0M0.02%Share
31INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC41,600$491.0M0.03%Share
32OPPENHEIMER & CO INC36,327$429.0M6.09%Share
33Bridgewealth Advisory Group, LLC36,264$428.0M0.09%Share
34Apriem Advisors32,220$380.0M0.03%Share
35Core Wealth Partners LLC32,249$380.0M0.17%Share
36Sowell Financial Services LLC32,173$379.0M0.01%Share
37RHS Financial, LLC31,974$377.0M0.18%Share
38ECLECTIC ASSOCIATES INC /ADV29,454$347.0M0.05%Share
39Farther Finance Advisors, LLC27,149$320.0M3.43%Share
40REGATTA CAPITAL GROUP, LLC24,891$293.0M0.04%Share
41MKT Advisors LLC22,901$270.0M0.09%Share
42J.W. COLE ADVISORS, INC.21,541$254.0M0.01%Share
43NWF Advisory Services Inc.15,405$181.0M0.02%Share
44CLG LLC14,087$166.0M0.04%Share
45Fermata Advisors, LLC11,500$135.0M0.03%Share
46Strategic Advocates LLC10,400$123.0M0.03%Share
47MORGAN STANLEY5,137,471$60.0M0.00%Share
48US BANCORP \DE\4,100$48.0M0.06%Share
49WHITTIER TRUST CO OF NEVADA INC3,550$42.0M0.00%Share
50AMERIFLEX GROUP, INC.1,400$16.0M0.01%Share

NAC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$152.7B+51
Q3 202571$125.6B-40
Q2 2025111$151.4B-6
Q1 2025117$237.5B+8
Q4 2024109$4.6T+20
Q3 202489$9.5T+3
Q2 202486$5.8T-2
Q1 202488$5.8T—

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As of Q4 2025, 50 institutional investors hold NAC (Nuveen California Quality Municipal Income Fund). The largest holder is GUGGENHEIM CAPITAL LLC with $34.0B in shares. This quarter, 10 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own NAC?

As of Q4 2025, 50 institutional investors report holding NAC (Nuveen California Quality Municipal Income Fund) in their 13F filings.

Who is the largest institutional holder of NAC?

The largest institutional holder of NAC is GUGGENHEIM CAPITAL LLC with $34.0B in shares.

Is institutional ownership of NAC increasing or decreasing?

This quarter, 10 institutions opened new positions in NAC and 6 closed their positions.