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Nuveen California Quality Municipal Income Fund

Institutional holders · 13F as of Dec 31, 2025

128 holders

HolderValueShares% of shares
Morgan Stanley$60.67M5,137,471—
GUGGENHEIM CAPITAL LLC$40.03M3,435,676—
WELLS FARGO & COMPANY/MN$23.56M1,994,983—
Advisors Asset Management, Inc.$19.22M1,649,774—
Rockefeller Capital Management L.P.$14.06M1,190,498—
UBS Group AG$13.16M1,114,490—
BANK OF AMERICA CORP /DE$9.86M834,857—
LPL Financial LLC$7.42M611,995—
Mariner, LLC$6.20M531,869—
Allianz Asset Management GmbH$5.62M475,879—
JANE STREET GROUP, LLC$4.89M413,675—
Hennion & Walsh Asset Management, Inc.$4.87M412,560—
Ignite Planners, LLC$4.27M357,359—
EVOKE WEALTH, LLC$3.00M253,679—
AMERIPRISE FINANCIAL INC$2.85M241,635—
Sanctuary Advisors, LLC$2.85M241,583—
WHITTIER TRUST CO$2.44M211,237—
Southland Equity Partners LLC$2.43M206,090—
PFG Investments, LLC$2.23M188,895—
OneDigital Investment Advisors LLC$2.15M177,723—
Royal Bank of Canada$2.10M179,775—
RAYMOND JAMES FINANCIAL INC$1.94M164,459—
DAVIDSON TRUST CO$1.75M148,098—
DKM Wealth Management, Inc.$1.68M142,401—
Allworth Financial LP$1.34M113,077—
D.A. DAVIDSON & CO.$1.23M105,292—
STIFEL FINANCIAL CORP$993.1K84,088—
Creative Planning$988.4K83,689—
OSAIC HOLDINGS, INC.$958.2K81,138—
New Insight Wealth Advisors$824.2K69,785—
Mutual Advisors, LLC$799.9K67,729—
NewEdge Advisors, LLC$784.5K66,429—
COMMONWEALTH EQUITY SERVICES, LLC$782.3K66,237—
Atala Financial Inc$769.8K65,185—
IEQ CAPITAL, LLC$764.7K64,754—
Prospera Financial Services Inc$749.9K63,500—
Rareview Capital LLC$739.9K66,243—
Oder Investment Management, LLC$730.3K61,836—
The PNC Financial Services Group, Inc.$722.7K59,626—
Cetera Investment Advisers$721.2K61,063—
Pacific Wealth Strategies Group, Inc.$684.0K57,915—
Requisite Capital Management, LLC$634.6K52,058—
Van Hulzen Asset Management, LLC$628.9K53,250—
KESTRA PRIVATE WEALTH SERVICES, LLC$622.7K52,725—
MELFA WEALTH MANAGEMENT, INC.$588.3K49,816—
HOLLENCREST CAPITAL MANAGEMENT$577.4K49,563—
Cerity Partners LLC$573.3K48,541—
EVERETT HARRIS & CO /CA$535.9K46,000—
ORG Partners LLC$522.3K44,224—
NWAM LLC$512.4K44,524—
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