NUVEEN CALIFORNIA MUNI VLU F (NCA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$81.9M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $20.3M | 2,170,465 | 0.00% | 31q | +4.6%+$893.7K |
| MORGAN STANLEY | $15.6M | 1,668,903 | 0.00% | 35q | HELD |
| Advisors Asset Management, Inc. | $9.1M | 977,089 | 0.14% | 33q | -0.5%-$45.8K |
| GUGGENHEIM CAPITAL LLC | $6.4M | 684,431 | 0.04% | 31q | -1.9%-$121.6K |
| Hennion & Walsh Asset Management, Inc. | $4.3M | 462,105 | 0.12% | 18q | +9.2%+$361.6K |
| LPL Financial LLC | $3.0M | 324,657 | 0.00% | 31q | +13.0%+$349.0K |
| WELLS FARGO & COMPANY/MN | $2.8M | 305,316 | 0.00% | 31q | -43.9%-$2.2M |
| Atlas Private Wealth Advisors | $2.0M | 210,292 | 0.43% | 6q | +40.3%+$563.4K |
| REGATTA CAPITAL GROUP, LLC | $1.7M | 182,877 | 0.23% | 15q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.5M | 165,245 | 0.00% | 31q | +0.8%+$12.4K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 151,108 | 0.00% | 7q | +11.3%+$143.6K |
| ROYAL BANK OF CANADA | $1.3M | 138,719 | 0.00% | 31q | +20.5%+$220.6K |
| Fiera Capital Corp | $973.0K | 104,292 | 0.00% | 2q | +94.0%+$471.4K |
| Stratos Wealth Partners, LTD. | $889.7K | 95,361 | 0.01% | 3q | +20.8%+$153.2K |
| FIRST FOUNDATION ADVISORS | $879.2K | 94,232 | 0.03% | 31q | -22.9%-$261.5K |
| OSAIC HOLDINGS, INC. | $874.4K | 93,713 | 0.00% | 26q | +40.4%+$251.6K |
| MELFA WEALTH MANAGEMENT, INC. | $755.3K | 80,949 | 0.41% | 15q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $616.0K | 66,022 | 0.02% | 4q | +25.4%+$124.7K |
| JONES FINANCIAL COMPANIES LLLP | $591.8K | 63,431 | 0.00% | 8q | HELD |
| SWEENEY & MICHEL, LLC | $589.4K | 64,704 | 0.15% | 12q | -6.9%-$43.9K |
| Mutual Advisors, LLC | $521.5K | 55,895 | 0.01% | 31q | +15.8%+$71.3K |
| Sterling Group Wealth Management, LLC | $503.8K | 53,993 | 0.21% | 9q | HELD |
| Summit Trail Advisors, LLC | $421.6K | 45,186 | 0.01% | 2q | +88.4%+$197.9K |
| Arlington Financial Advisors, LLC | $373.2K | 40,000 | 0.05% | 4q | HELD |
| Arax Advisory Partners | $325.8K | 34,918 | 0.00% | 5q | +100.0%+$162.9K |
| D.A. DAVIDSON & CO. | $308.0K | 33,007 | 0.00% | 19q | -4.8%-$15.4K |
| Cetera Investment Advisers | $304.4K | 32,629 | 0.00% | 31q | +17.0%+$44.3K |
| Steward Partners Investment Advisory, LLC | $245.4K | 26,300 | 0.00% | 17q | +5.2%+$12.1K |
| MAI Capital Management | $238.3K | 25,528 | 0.00% | 7q | +18.9%+$37.9K |
| HighTower Advisors, LLC | $229.2K | 24,561 | 0.00% | 11q | HELD |
| Corient Private Wealth LP | $203.4K | 21,802 | 0.00% | 8q | +100.0%+$101.7K |
| Private Advisor Group, LLC | $196.7K | 21,084 | 0.00% | new | NEW |
| PFG Investments, LLC | $191.2K | 20,495 | 0.01% | 5q | +98.4%+$94.8K |
| MISSION WEALTH MANAGEMENT, LP | $179.3K | 19,222 | 0.00% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $168.5K | 18,061 | 0.01% | new | NEW |
| DKM Wealth Management, Inc. | $167.9K | 18,000 | 0.11% | 7q | HELD |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $158.6K | 17,000 | 0.01% | 22q | HELD |
| Ackerman Capital Advisors, LLC | $156.7K | 16,799 | 0.03% | new | NEW |
| Creative Planning | $144.2K | 15,458 | 0.00% | 30q | -11.5%-$18.7K |
| Sanctuary Advisors, LLC | $131.8K | 14,128 | 0.00% | 9q | +13.7%+$15.9K |
| FIRST MANHATTAN CO. LLC. | $127.5K | 13,621 | 0.00% | 6q | HELD |
| CITADEL ADVISORS LLC | $120.0K | 12,863 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $119.2K | 12,786 | 0.00% | 8q | HELD |
| RB Capital Management, LLC | $116.3K | 12,461 | 0.02% | 31q | HELD |
| Marex Group Ltd | $110.0K | 11,793 | 0.00% | new | NEW |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $109.8K | 11,772 | 0.01% | 25q | HELD |
| JAMES INVESTMENT RESEARCH, INC. | $95.4K | 10,230 | 0.01% | 8q | HELD |
| GARRISON POINT ADVISORS, LLC | $93.3K | 10,000 | 0.04% | 31q | HELD |
| Allworth Financial LP | $70.0K | 7,500 | 0.00% | 18q | HELD |
| FIFTH THIRD BANCORP | $66.3K | 7,110 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $43.4K | 4,655 | 0.00% | 26q | HELD |
| IFP Advisors, Inc | $20.8K | 2,234 | 0.00% | 2q | +0.9% |
| MATHER GROUP, LLC. | $11.3K | 1,215 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $10.5K | 1,121 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $9.3K | 1,000 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.3K | 242 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $606 | 65,004 | 0.02% | 15q | +25.2% |
| Janney Montgomery Scott LLC | $257 | 27,520 | 0.00% | 11q | HELD |
| Investor's Fiduciary Advisor Network, LLC | $122 | 13,176 | 0.04% | 5q | HELD |
| FNY Investment Advisers, LLC | $4 | 500 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-03 | 13G/A | UBS Group AG | 6.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $81.9M | 8,778,580 | 8 | 21 | 7 | 0.0% |
| Q1 2026 | 53 | $80.6M | 8,595,372 | 9 | 16 | 12 | 0.0% |
| Q4 2025 | 49 | $80.1M | 8,946,025 | 3 | 12 | 11 | 0.0% |
| Q3 2025 | 52 | $66.0M | 7,421,301 | 4 | 15 | 7 | 0.0% |
| Q2 2025 | 49 | $64.2M | 7,397,558 | 5 | 12 | 10 | 0.0% |
| Q1 2025 | 49 | $63.6M | 7,353,825 | 3 | 14 | 14 | 0.0% |
| Q4 2024 | 56 | $67.9M | 8,029,693 | 12 | 9 | 12 | 0.0% |
| Q3 2024 | 53 | $69.2M | 7,585,780 | 6 | 12 | 15 | 0.0% |
| Q2 2024 | 56 | $66.1M | 7,619,467 | 7 | 12 | 15 | 0.0% |
| Q1 2024 | 55 | $91.4M | 10,157,954 | 2 | 14 | 17 | 0.0% |
| Q4 2023 | 57 | $74.7M | 8,336,468 | 9 | 15 | 16 | 0.0% |
| Q3 2023 | 49 | $58.2M | 7,086,908 | 1 | 19 | 11 | 0.0% |
| Q2 2023 | 50 | $56.9M | 6,657,067 | 0 | 16 | 10 | 0.0% |
| Q1 2023 | 54 | $60.6M | 6,886,358 | 6 | 12 | 15 | 0.0% |
| Q4 2022 | 53 | $58.8M | 6,961,249 | 10 | 14 | 12 | 0.0% |
| Q3 2022 | 54 | $48.9M | 5,926,749 | 1 | 16 | 12 | 0.0% |
| Q2 2022 | 60 | $50.4M | 5,765,283 | 7 | 21 | 13 | 0.0% |
| Q1 2022 | 57 | $45.8M | 4,995,722 | 8 | 17 | 17 | 0.0% |
| Q4 2021 | 58 | $42.9M | 4,242,329 | 10 | 13 | 14 | 0.0% |
| Q3 2021 | 49 | $44.0M | 4,171,282 | 3 | 13 | 14 | 0.0% |
| Q2 2021 | 54 | $47.5M | 4,434,520 | 3 | 18 | 11 | 0.0% |
| Q1 2021 | 60 | $44.5M | 4,356,063 | 18 | 18 | 9 | 0.0% |
| Q4 2020 | 46 | $35.4M | 3,277,700 | 4 | 9 | 13 | 0.0% |
| Q3 2020 | 42 | $35.6M | 3,299,845 | 4 | 11 | 11 | 0.0% |
| Q2 2020 | 41 | $36.1M | 3,534,536 | 1 | 19 | 5 | 0.0% |
| Q1 2020 | 44 | $36.2M | 3,619,544 | 6 | 13 | 7 | 0.0% |
| Q4 2019 | 42 | $36.3M | 3,406,760 | 5 | 10 | 8 | 0.0% |
| Q3 2019 | 38 | $35.3M | 3,327,107 | 0 | 10 | 7 | 0.0% |
| Q2 2019 | 49 | $35.8M | 3,552,367 | 4 | 12 | 11 | 0.0% |
| Q1 2019 | 53 | $35.9M | 3,754,116 | 6 | 14 | 9 | 0.0% |
| Q4 2018 | 49 | $32.0M | 3,512,568 | 0 | 1 | 2 | 0.0% |