NKX Nuveen Insured California Tax-Free Advantage Municipal Fund
Nuveen Insured California Tax-Free Advantage Municipal Fund (NKX) Institutional Ownership
What the institutions did with NKX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 3.3M | 33.2% |
| Advisors Asset Management, Inc. | 1.2M | 12.4% |
| GUGGENHEIM CAPITAL LLC | 1.1M | 11.2% |
| WELLS FARGO & COMPANY/MN | 529.5K | 5.3% |
| Hennion & Walsh Asset Management, Inc. | 427.6K | 4.3% |
| LPL Financial LLC | 305.5K | 3.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 296.3K | 3.0% |
| UBS Group AG | 232.8K | 2.3% |
| DKM Wealth Management, Inc. | 212.6K | 2.1% |
| MAI Capital Management | 132.0K | 1.3% |
| RAYMOND JAMES FINANCIAL INC | 111.8K | 1.1% |
| BANK OF AMERICA CORP /DE/ | 107.6K | 1.1% |
| AMERIPRISE FINANCIAL INC | 102.3K | 1.0% |
| Integrated Wealth Concepts LLC | 96.7K | 1.0% |
| WEDBUSH SECURITIES INC | 79.6K | 0.8% |
| JANE STREET GROUP, LLC | 74.7K | 0.7% |
| Private Advisor Group, LLC | 73.6K | 0.7% |
| Allianz Asset Management GmbH | 70.1K | 0.7% |
| J.W. COLE ADVISORS, INC. | 66.0K | 0.7% |
| D.A. DAVIDSON & CO. | 64.8K | 0.6% |
| Rareview Capital LLC | 58.9K | 0.6% |
| DWR WEALTH MANAGEMENT, LLC | 54.1K | 0.5% |
| Bridgewealth Advisory Group, LLC | 53.3K | 0.5% |
| XTX Topco Ltd | 49.7K | 0.5% |
| ROYAL BANK OF CANADA | 49.7K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Advisors Asset Management, Inc. | Increased | 1.1M | 1.2M | +164.9K |
| EVOKE WEALTH, LLC | Sold Out | 143.2K | 0 | -143.2K |
| Mariner, LLC | Reduced | 156.0K | 35.1K | -120.8K |
| MAI Capital Management | Increased | 30.0K | 132.0K | +102.0K |
| Hennion & Walsh Asset Management, Inc. | Increased | 350.2K | 427.6K | +77.4K |
| MORGAN STANLEY | Increased | 3.2M | 3.3M | +74.4K |
| Private Advisor Group, LLC | New | 0 | 73.6K | +73.6K |
| J.W. COLE ADVISORS, INC. | New | 0 | 66.0K | +66.0K |
| GK Wealth Management LLC | Sold Out | 54.1K | 0 | -54.1K |
| BANK OF AMERICA CORP /DE/ | Increased | 56.5K | 107.6K | +51.1K |
| XTX Topco Ltd | New | 0 | 49.7K | +49.7K |
| JANE STREET GROUP, LLC | Increased | 32.5K | 74.7K | +42.3K |
| Integrated Wealth Concepts LLC | Increased | 55.0K | 96.7K | +41.6K |
| GUGGENHEIM CAPITAL LLC | Increased | 1.1M | 1.1M | +41.4K |
| WELLS FARGO & COMPANY/MN | Reduced | 566.9K | 529.5K | -37.4K |
| CITADEL ADVISORS LLC | New | 0 | 26.9K | +26.9K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 23.0K | +23.0K |
| Cerity Partners LLC | Sold Out | 22.0K | 0 | -22.0K |
| Peak Retirement Planning, Inc. | New | 0 | 20.7K | +20.7K |
| LPL Financial LLC | Increased | 286.3K | 305.5K | +19.2K |
| Focus Partners Wealth | New | 0 | 18.1K | +18.1K |
| LYELL WEALTH MANAGEMENT, LP | New | 0 | 13.7K | +13.7K |
| FORONJY FINANCIAL LLC | Sold Out | 12.8K | 0 | -12.8K |
| Cambridge Investment Research Advisors, Inc. | Sold Out | 11.6K | 0 | -11.6K |
| MKT Advisors LLC | Reduced | 28.9K | 17.7K | -11.2K |
| Tamar Securities, LLC | New | 0 | 11.0K | +11.0K |
| Marex Group plc | Sold Out | 10.5K | 0 | -10.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 10.5K | 0 | -10.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | New | 0 | 10.5K | +10.5K |
| Pasadena Private Wealth, LLC | Sold Out | 10.0K | 0 | -10.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 102.2K | 111.8K | +9.6K |
| UBS Group AG | Reduced | 240.2K | 232.8K | -7.5K |
| MATHER GROUP, LLC. | Reduced | 54.2K | 47.5K | -6.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 290.0K | 296.3K | +6.3K |
| Tortuga Wealth Management, Inc | Increased | 14.6K | 20.6K | +6.0K |
| Rockefeller Capital Management L.P. | Increased | 43 | 6.0K | +6.0K |
| Western Wealth Management, LLC | Reduced | 38.1K | 32.5K | -5.6K |
| STIFEL FINANCIAL CORP | Increased | 29.2K | 34.7K | +5.5K |
| ASSETMARK, INC | Sold Out | 4.2K | 0 | -4.2K |
| D.A. DAVIDSON & CO. | Increased | 60.8K | 64.8K | +4.1K |
| AMERIPRISE FINANCIAL INC | Reduced | 105.3K | 102.3K | -3.0K |
| OSAIC HOLDINGS, INC. | Increased | 16.1K | 18.8K | +2.7K |
| WEDBUSH SECURITIES INC | Increased | 76.9K | 79.6K | +2.7K |
| Penserra Capital Management LLC | Increased | 1.2K | 3.5K | +2.3K |
| Blue Zone Wealth Advisors, LLC | Reduced | 46.0K | 43.7K | -2.3K |
| Apriem Advisors | Increased | 43.4K | 45.4K | +2.0K |
| ROYAL BANK OF CANADA | Increased | 48.0K | 49.7K | +1.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 21.7K | 23.0K | +1.4K |
| Creative Planning | Increased | 21.7K | 22.9K | +1.2K |
| Diligent Investors, LLC | Reduced | 36.1K | 35.1K | -1.0K |
| EHRLICH FINANCIAL GROUP | Increased | 23.0K | 23.9K | +886 |
| McGowan Group Asset Management, Inc. | Increased | 13.9K | 14.7K | +789 |
| LifeSteps Financial, Inc. | New | 0 | 750 | +750 |
| Daytona Street Capital LLC | New | 0 | 308 | +308 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 25.0K | 25.3K | +266 |
| Bridgewealth Advisory Group, LLC | Increased | 53.1K | 53.3K | +202 |
| Cetera Investment Advisers | Reduced | 23.6K | 23.5K | -134 |
| FIFTH THIRD BANCORP | Increased | 23.8K | 23.9K | +72 |
| Rareview Capital LLC | Increased | 58.8K | 58.9K | +62 |
| DWR WEALTH MANAGEMENT, LLC | Increased | 54.1K | 54.1K | +42 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.