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Disclosery

NCA NUVEEN CALIFORNIA MUNI VLU F

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COM STK (fund), issuer CIK 818851

53 managers (53 13F filers) reported a position in NCA shares at 2025-12-31, 7,956,262 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
53
13F filers
53
New
4
Added
16
Reduced
10
Sold out
8
Shares held by filers
7,956,262

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
UBS Group AGin group UBS Group AG1,792,954$16M<0.01%+501,50513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,681,135$15M<0.01%-131,62113F-HR/ATimelineGroup
Advisors Asset Management, Inc.1,070,770$9.58M0.16%+306,17413F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC689,260$6.17M0.05%-21,23913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.370,139$3.31M0.11%+71,94413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN289,906$2.59M<0.01%-15,78013F-HRTimelineGroup
LPL Financial LLC285,143$2.55M<0.01%-6,37813F-HRTimeline
REGATTA CAPITAL GROUP, LLC136,682$1.22M0.18%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,258$1.22M<0.01%-4,92013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,623$1.21M<0.01%-5,70213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS121,244$1.09M0.04%-37,94913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,577$945K<0.01%+9,59713F-HRTimelineGroup
Atlas Private Wealth Advisors85,533$766K0.18%+5,75013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.81,101$726K0.42%013F-HRTimeline
SWEENEY & MICHEL, LLC69,436$663K0.2%-6,82613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,462$604K<0.01%+3,50013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.62,429$559K0.01%new13F-HRTimelineGroup
Ducere Wealth Management LLC60,822$544K0.21%13F-HR/ATimeline
Sterling Group Wealth Management, LLC53,993$483K0.23%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,792$446K<0.01%+10,97613F-HRTimelineGroup
Arlington Financial Advisors, LLC40,000$358K0.05%013F-HRTimeline
Mutual Advisors, LLC39,527$354K0.01%+18513F-HRTimeline
Cetera Investment Advisers38,892$348K<0.01%-1,92713F-HRTimeline
WEDBUSH SECURITIES INC35,764$320K0.01%+2,00013F-HRTimeline
D.A. DAVIDSON & CO.29,347$263K<0.01%+1,65013F-HRTimeline
HighTower Advisors, LLC27,511$246K<0.01%+1,11113F-HRTimeline
Janney Montgomery Scott LLC27,327$245K<0.01%+15713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,191$243K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners25,011$224K0.01%013F-HRTimeline
MAI Capital Management24,300$217K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC22,358$200K<0.01%+10,15313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,500$183K0.01%013F-HRTimeline
Creative Planningin group Creative Planning18,659$167K<0.01%-2,05313F-HRTimelineGroup
DKM Wealth Management, Inc.18,000$161K0.12%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC17,000$152K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…16,606$149K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,641$140K0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,642$140K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC15,000$134K<0.01%+2,39013F-HRTimeline
FIRST MANHATTAN CO. LLC.13,621$122K<0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,176$117K0.03%013F-HRTimeline
RB Capital Management, LLC12,877$115K0.02%+4713F-HRTimeline
Farther Finance Advisors, LLC12,786$114K<0.01%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.11,772$105K0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,330$101K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,901$97.6K<0.01%013F-HR/ATimelineGroup
PFG Investments, LLC10,269$91.9K<0.01%+13213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,230$91.6K0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC10,000$89.5K0.04%013F-HRTimeline
Allworth Financial LP7,500$67.1K<0.01%013F-HRTimeline
COMERICA BANK7,110$63.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC4,655$41.7K<0.01%013F-HRTimeline
WFA of San Diego, LLC1,500$13.4K0.01%013F-HRTimeline