Nuveen California Muni ValNCA
13F holders, Q1 2026 (March 31)58holders +5
10new positions
4sold out
$9.38avg. 13F price*
At the end of Q1 2026, 58 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, up 5 from Q4 2025. 10 opened new positions and 4 sold out. The largest holders were UBS Group AG ($19.5M), Morgan Stanley ($15.6M) and Advisors Asset Management, Inc. ($9.2M).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.0M |
| Exits | 4 | $619K |
All 13F filers, Q4 2025 → Q1 2026: 731,187 shares bought and 252,835 shares sold, net +478,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| UBS Group AG | 0.00% | Add +15.7% | 2,074,672 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 1,668,248 | $15.6M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -8.3% | 982,001 | $9.2M |
| Guggenheim Capital LLC | 0.05% | Add +1.2% | 697,459 | $6.5M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +14.4% | 423,343 | $4.0M |
| LPL Financial LLC | 0.00% | Add +0.7% | 287,248 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 272,279 | $2.6M |
| Regatta Capital Group, LLC | 0.26% | Add +33.8% | 182,877 | $1.7M |
| Bank of America Corp. | 0.00% | Add +55.3% | 163,915 | $1.5M |
| Atlas Private Wealth Advisors | 0.33% | Add +75.3% | 149,906 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 135,722 | $1.3M |
| First Foundation Advisors | 0.05% | Add +0.8% | 122,260 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -14.5% | 115,074 | $1.1M |
| Melfa Wealth Management, Inc. | 0.44% | No change | 81,101 | $761K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.4% | 78,941 | $740K |
| Sweeney & Michel, LLC | 0.19% | Add +0.1% | 69,522 | $650K |
| Osaic Holdings, Inc. | 0.00% | Add +34.0% | 66,747 | $626K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.2% | 63,311 | $572K |
| Ducere Wealth Management LLC | 0.23% | No change | 60,822 | $571K |
| Sterling Group Wealth Management, LLC | 0.24% | No change | 53,993 | $506K |
| Fiera Capital Corp | 0.00% | New | 53,763 | $504K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +156.8% | 52,654 | $494K |
| Wedbush Securities Inc. | 0.01% | Add +45.1% | 51,904 | $487K |
| Mutual Advisors, LLC | 0.01% | Add +22.1% | 48,258 | $453K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 40,000 | $375K |
| D.A. Davidson & Co. | 0.00% | Add +18.1% | 34,657 | $325K |
| Cetera Investment Advisers | 0.00% | Reduce -28.3% | 27,883 | $262K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 27,401 | $257K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +50.5% | 25,000 | $235K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.7% | 24,561 | $230K |
| Summit Trail Advisors, LLC | 0.00% | New | 23,979 | $225K |
| MAI Capital Management | 0.00% | Reduce -11.7% | 21,463 | $201K |
| DKM Wealth Management, Inc. | 0.12% | No change | 18,000 | $169K |
| Arax Advisory Partners | 0.00% | Reduce -30.2% | 17,459 | $164K |
| Creative Planning | 0.00% | Reduce -6.4% | 17,458 | $164K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 17,000 | $159K |
| Mariner, LLC | 0.00% | New | 15,614 | $146K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,621 | $128K |
| Investor's Fiduciary Advisor Network, LLC | 0.04% | No change | 13,176 | $123K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $121K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -44.4% | 12,424 | $117K |
| RB Capital Management, LLC | 0.03% | Reduce -3.6% | 12,418 | $116K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $110K |
| Virtu Financial LLC | 0.00% | Reduce -26.9% | 11,430 | $107K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $102K |
| PFG Investments, LLC | 0.00% | Add +0.6% | 10,331 | $97K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $96K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $94K |
| Allworth Financial LP | 0.00% | No change | 7,500 | $70K |
| Fifth Third Bancorp | 0.00% | New | 7,110 | $67K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $44K |
| Advisory Services Network, LLC | 0.00% | New | 3,727 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,500 | $23K |
| IFP Advisors, Inc | 0.00% | New | 2,213 | $21K |
| WFA of San Diego, LLC | 0.01% | No change | 1,500 | $14K |
| Mather Group, Llc. | 0.00% | New | 1,215 | $11K |
| Wolff Wiese Magana LLC | 0.01% | New | 1,000 | $9K |
| FNY Investment Advisers, LLC | 0.00% | New | 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.