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Disclosery

NCA NUVEEN CALIFORNIA MUNI VLU F

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COM STK (fund), issuer CIK 818851

57 managers (57 13F filers) reported a position in NCA shares at 2025-09-30, 7,495,165 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
57
13F filers
57
New
4
Added
20
Reduced
10
Sold out
2
Shares held by filers
7,495,165

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,812,756$16.1M<0.01%+18,52413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,291,449$11.5M<0.01%+147,75213F-HRTimelineGroup
Advisors Asset Management, Inc.764,596$6.8M0.12%+105,67013F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC710,499$6.32M0.05%-57013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN305,686$2.72M<0.01%-26213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.298,195$2.65M0.1%+38,69313F-HRTimeline
LPL Financial LLC291,521$2.59M<0.01%+3,19613F-HRTimeline
1607 Capital Partners, LLC255,520$2.27M0.17%-80,12813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS159,193$1.42M0.05%-58,00913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,178$1.26M<0.01%+3,13213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,325$1.25M<0.01%-10,04813F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC136,682$1.22M0.19%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,980$854K<0.01%-23,00413F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.81,101$722K0.42%013F-HRTimeline
Atlas Private Wealth Advisors79,783$710K0.17%-21,20513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …78,905$702K<0.01%-55,62113F-HRTimelineGroup
SWEENEY & MICHEL, LLC76,262$676K0.23%+13813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,962$558K<0.01%+18,83113F-HRTimelineGroup
Sterling Group Wealth Management, LLC53,993$481K0.24%013F-HRTimeline
Cetera Investment Advisers40,819$363K<0.01%+5,19813F-HRTimeline
Arlington Financial Advisors, LLC40,000$356K0.05%new13F-HRTimeline
Mutual Advisors, LLC39,342$353K0.01%+19213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,816$338K<0.01%+19,63913F-HRTimelineGroup
WEDBUSH SECURITIES INC33,764$300K0.01%+6,30013F-HRTimeline
D.A. DAVIDSON & CO.27,697$247K<0.01%+73113F-HRTimeline
Janney Montgomery Scott LLC27,170$242K<0.01%+12313F-HRTimeline
HighTower Advisors, LLC26,400$235K<0.01%+2,40013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,867$230K<0.01%013F-HRTimelineGroup
Arax Advisory Partners25,011$223K<0.01%013F-HRTimeline
MAI Capital Management24,300$216K<0.01%013F-HRTimeline
NWAM LLC20,955$186K0.01%013F-HR/ATimeline
Creative Planningin group Creative Planning20,712$184K<0.01%013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…20,500$182K0.01%new13F-HRTimeline
DKM Wealth Management, Inc.18,000$160K0.13%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC17,000$151K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…16,606$148K<0.01%+40613F-HRTimeline
FIRST MANHATTAN CO. LLC.13,621$122K<0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,176$117K0.04%013F-HRTimeline
RB Capital Management, LLC12,830$114K0.02%+4913F-HRTimeline
Farther Finance Advisors, LLC12,786$114K<0.01%013F-HRTimeline
IEQ CAPITAL, LLC12,610$112K<0.01%+2,00613F-HRTimeline
SUMMITRY LLC12,500$111K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC12,205$109K<0.01%+12313F-HR/ATimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.11,772$105K0.01%013F-HRTimelineGroup
Watts Gwilliam & Co., LLC11,700$104K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,330$101K<0.01%-1,47013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,901$97K<0.01%013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.10,230$91K0.01%013F-HRTimeline
PFG Investments, LLC10,137$90.2K<0.01%+10313F-HRTimeline
GARRISON POINT ADVISORS, LLC10,000$89K0.04%013F-HRTimeline
Allworth Financial LP7,500$66.8K<0.01%013F-HRTimeline
COMERICA BANK7,110$63.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC4,655$41.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC3,830$34.1K<0.01%-9,64313F-HRTimeline
Advisory Services Network, LLC3,727$33.2K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,500$13.3K0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$4K<0.01%013F-HRTimeline