NUVEEN CLIFORNIA QULTY M
CUSIP 67066y105
Nuveen Clifornia Qulty M has 1 institutional holders in Filings Flow’s 13F database, together reporting 22.63M shares worth $264M as of Q1 2026. The largest reported holders are Morgan Stanley, Guggenheim Capital LLC, and Advisors Asset Management, Inc..
Institutional Holders
128
Q1 2026
Reported Value
$264M
Ticker
unmapped
private placement or foreign
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $70M | 6.00M | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.31% | $40M | 3.44M | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.32% | $19M | 1.65M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $14M | 1.22M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 995.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 932.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 584.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 531.9K | Q1 2026 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.20% | $6M | 511.3K | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $6M | 475.9K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.17% | $5M | 441.6K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.65% | $4M | 359.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 332.7K | Q1 2026 |
| LM Advisors LLC$6M AUM | 0.53% | $4M | 320.0K | Q3 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.05% | $3M | 256.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 248.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 241.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 229.7K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.03% | $2M | 211.2K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.11% | $2M | 198.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 180.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 179.8K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.41% | $2M | 179.4K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 170.9K | Q1 2026 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.04% | $2M | 173.3K | Q2 2025OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.73% | $2M | 148.1K | Q4 2025OLDER |
| DKM Wealth Management, Inc.$139M AUM | 1.20% | $2M | 142.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 141.7K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.04% | $1M | 123.2K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.57% | $1M | 122.7K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $1M | 113.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 105.3K | Q1 2026 |
| New Insight Wealth Advisors$279M AUM | 0.42% | $1M | 99.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 98.5K | Q1 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 1.01% | $1M | 95.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $990,959 | 85.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $905,494 | 77.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $830,569 | 71.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $827,050 | 71.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $764,746 | 64.8K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $751,425 | 64.5K | Q1 2026 |
| Rareview Capital LLC$171M AUM | 0.43% | $740,358 | 66.3K | Q1 2026 |
| Atala Financial Inc$149M AUM | 0.50% | $738,745 | 63.4K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 0.56% | $734,611 | 63.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $725,924 | 62.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $694,642 | 59.6K | Q1 2026 |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 0.42% | $674,710 | 57.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $668,148 | 57.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $657,595 | 56.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $622,685 | 52.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $587,961 | 50.5K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.33% | $580,352 | 49.8K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.02% | $577,409 | 49.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $568,366 | 48.8K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $562,067 | 48.2K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.02% | $549,000 | 47.2K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $535,900 | 46.0K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.09% | $522,272 | 44.2K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $512,414 | 44.5K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $506,953 | 43.5K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.05% | $503,604 | 43.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $488,787 | 42.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $486,304 | 41.6K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $483,295 | 40.8K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $469,379 | 40.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $453,185 | 38.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $449,996 | 38.6K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $449,888 | 38.6K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $449,690 | 38.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $438,285 | 37.6K | Q1 2026 |
| CLG LLC$403M AUM | 0.11% | $437,854 | 37.6K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.09% | $423,805 | 36.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $414,722 | 35.6K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $406,877 | 34.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $401,489 | 34.5K | Q1 2026 |
| ProCore Advisors, LLC$65M AUM | 0.41% | $395,398 | 33.5K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $385,650 | 33.1K | Q1 2026 |
| Core Wealth Partners LLC$235M AUM | 0.17% | $375,701 | 32.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $375,607 | 32.2K | Q1 2026 |
| Apriem Advisors$1.0B AUM | 0.04% | $375,363 | 32.2K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.16% | $340,378 | 29.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $308,597 | 26.5K | Q1 2026 |
| Intellectus Partners, LLC$490M AUM | 0.06% | $293,088 | 25.0K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $290,330 | 24.9K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $285,984 | 24.5K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $276,606 | 23.7K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.06% | $271,076 | 23.4K | Q1 2026 |
| Ducere Wealth Management LLC$251M AUM | 0.11% | $267,682 | 23.0K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.09% | $265,881 | 22.9K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.04% | $259,562 | 22.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $255,099 | 21.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $254,399 | 21.5K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $235,953 | 20.1K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.01% | $221,350 | 19.0K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $215,409 | 18.5K | Q1 2026 |
| Tortuga Wealth Management, Inc$95M AUM | 0.23% | $214,021 | 18.1K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $211,970 | 18.2K | Q1 2026 |
| McGowan Group Asset Management, Inc.$785M AUM | 0.03% | $207,959 | 17.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $202,000 | 17.4K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $197,351 | 16.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $197,195 | 17.7K | Q2 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $196,046 | 16.6K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $191,529 | 16.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $187,449 | 16.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $180,291 | 15.3K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $176,707 | 15.2K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.09% | $174,202 | 15.0K | Q1 2026 |
| RB Capital Management, LLC$471M AUM | 0.04% | $170,528 | 14.6K | Q1 2026 |
| Grassi Investment Management$1.3B AUM | 0.01% | $168,000 | 15.0K | Q2 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $167,550 | 15.0K | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $161,136 | 13.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $157,788 | 13.5K | Q1 2026 |
| Closed-End Fund Advisors, Inc.$98M AUM | 0.16% | $154,840 | 13.3K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.01% | $154,316 | 13.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $141,629 | 12.2K | Q1 2026 |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.13% | $138,647 | 11.9K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 0.04% | $135,154 | 12.1K | Q2 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.03% | $133,975 | 11.5K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $133,893 | 12.0K | Q2 2025OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.03% | $133,276 | 11.4K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.01% | $128,959 | 11.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $126,140 | 10.8K | Q1 2026 |
| Riverview Trust Co$81M AUM | 0.15% | $123,630 | 10.6K | Q1 2026 |
| Strategic Advocates LLC$23M AUM | 0.54% | $121,160 | 10.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $118,448 | 10.2K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.02% | $118,372 | 10.0K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $118,100 | 10.0K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $116,500 | 10.0K | Q1 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.02% | $116,500 | 10.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $104,489 | 9.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $63,458 | 5.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $43,520 | 3.7K | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $41,038 | 3.5K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $32,844 | 2.8K | Q4 2025OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.02% | $30,930 | 2.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $23,102 | 2.0K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $23,000 | 2.0K | Q3 2025OLDER |
| FNY Investment Advisers, LLC$278M AUM | 0.01% | $23,000 | 2.0K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $17,475 | 1.5K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $16,741 | 1.4K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $16,310 | 1.4K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $16,055 | 1.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $14,136 | 1.2K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.00% | $14,000 | 1.2K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $11,729 | 1.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,788 | 926 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.01% | $9,448 | 800 | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $8,738 | 750 | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.01% | $6,874 | 590 | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $6,291 | 540 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,263 | 113 | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $555 | 47 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $548 | 47 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $198 | 17 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.