Nuveen California Muni ValNCA
13F holders, Q2 2026 (June 30)58holders
6new positions
6sold out
1famous investor
$9.33avg. 13F price*
At the end of Q2 2026, 58 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 6 sold out. The largest holders were UBS Group AG ($20.3M), Morgan Stanley ($15.6M) and Advisors Asset Management, Inc. ($9.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $931K |
| Exits | 6 | $896K |
All 13F filers, Q1 2026 → Q2 2026: 595,193 shares bought and 150,181 shares sold, net +445,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| UBS Group AG | 0.00% | Add +4.6% | 2,170,465 | $20.3M |
| Morgan Stanley | 0.00% | Add +0.0% | 1,668,903 | $15.6M |
| Advisors Asset Management, Inc. | 0.14% | Reduce -0.5% | 977,089 | $9.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -1.9% | 684,431 | $6.4M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +9.2% | 462,105 | $4.3M |
| LPL Financial LLC | 0.00% | Add +13.0% | 324,657 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +12.1% | 305,316 | $2.8M |
| Atlas Private Wealth Advisors | 0.43% | Add +40.3% | 210,292 | $2.0M |
| Regatta Capital Group, LLC | 0.23% | No change | 182,877 | $1.7M |
| Bank of America Corp. | 0.00% | Add +0.8% | 165,245 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +11.3% | 151,108 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +20.6% | 138,719 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +94.0% | 104,292 | $973K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +20.8% | 95,361 | $890K |
| First Foundation Advisors | 0.03% | Reduce -22.9% | 94,232 | $879K |
| Osaic Holdings, Inc. | 0.00% | Add +40.4% | 93,713 | $874K |
| Melfa Wealth Management, Inc. | 0.41% | Reduce -0.2% | 80,949 | $755K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +25.4% | 66,022 | $616K |
| Wedbush Securities Inc. | 0.02% | Add +25.2% | 65,004 | $606K |
| Jones Financial Companies LLLP | 0.00% | Add +0.2% | 63,431 | $592K |
| Sweeney & Michel, LLC | 0.15% | Reduce -6.9% | 64,704 | $589K |
| Mutual Advisors, LLC | 0.01% | Add +15.8% | 55,895 | $521K |
| Sterling Group Wealth Management, LLC | 0.21% | No change | 53,993 | $504K |
| Summit Trail Advisors, LLC | 0.01% | Add +88.4% | 45,186 | $422K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 40,000 | $373K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 34,918 | $326K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.8% | 33,007 | $308K |
| Cetera Investment Advisers | 0.00% | Add +17.0% | 32,629 | $304K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 27,520 | $257K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.2% | 26,300 | $245K |
| MAI Capital Management | 0.00% | Add +18.9% | 25,528 | $238K |
| HighTower Advisors, LLC | 0.00% | No change | 24,561 | $229K |
| Private Advisor Group, LLC | 0.00% | New | 21,084 | $197K |
| PFG Investments, LLC | 0.01% | Add +98.4% | 20,495 | $191K |
| Mission Wealth Management, LP | 0.00% | New | 19,222 | $179K |
| Readystate Asset Management LP | 0.01% | New | 18,061 | $169K |
| DKM Wealth Management, Inc. | 0.11% | No change | 18,000 | $168K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 17,000 | $159K |
| Ackerman Capital Advisors, LLC | 0.03% | New | 16,799 | $157K |
| Creative Planning | 0.00% | Reduce -11.5% | 15,458 | $144K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.7% | 14,128 | $132K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,621 | $127K |
| Investor's Fiduciary Advisor Network, LLC | 0.04% | No change | 13,176 | $122K |
| Citadel Advisors | 0.00% | New | 12,863 | $120K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $119K |
| RB Capital Management, LLC | 0.02% | Add +0.3% | 12,461 | $116K |
| Marex Group Ltd | 0.00% | New | 11,793 | $110K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $110K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $102K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $95K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $93K |
| Allworth Financial LP | 0.00% | No change | 7,500 | $70K |
| Fifth Third Bancorp | 0.00% | No change | 7,110 | $66K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $43K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 2,234 | $21K |
| Mather Group, Llc. | 0.00% | No change | 1,215 | $11K |
| Wolff Wiese Magana LLC | 0.00% | No change | 1,000 | $9K |
| FNY Investment Advisers, LLC | 0.00% | No change | 500 | $4K |
"% of holder's portfolio" is NCA's weight in each manager's 13F, not the share of Nuveen California Muni Val the manager owns.