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Disclosery

NCA NUVEEN CALIFORNIA MUNI VLU F

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COM STK (fund), issuer CIK 818851

58 managers (58 13F filers) reported a position in NCA shares at 2026-03-31, 8,427,504 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
58
13F filers
58
New
10
Added
18
Reduced
14
Sold out
4
Shares held by filers
8,427,504

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 AG2,074,672$19.5M<0.01%+281,71813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,668,248$15.6M<0.01%-12,88713F-HRTimelineGroup
Advisors Asset Management, Inc.982,001$9.21M0.15%-88,76913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC697,459$6.54M0.05%+8,19913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.423,343$3.97M0.13%+53,20413F-HRTimeline
LPL Financial LLC287,248$2.69M<0.01%+2,10513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN272,279$2.55M<0.01%-17,62713F-HR/ATimelineGroup
REGATTA CAPITAL GROUP, LLC182,877$1.72M0.26%+46,19513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/163,915$1.54M<0.01%+58,33813F-HRTimelineGroup
Atlas Private Wealth Advisors149,906$1.41M0.33%+64,37313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,722$1.27M<0.01%-53613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS122,260$1.15M0.05%+1,01613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,074$1.08M<0.01%-19,54913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.81,101$761K0.44%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.78,941$740K0.01%+16,51213F-HRTimelineGroup
SWEENEY & MICHEL, LLC69,522$650K0.19%+8613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,747$626K<0.01%+16,95513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,311$572K<0.01%-4,15113F-HRTimelineGroup
Ducere Wealth Management LLC60,822$571K0.23%013F-HRTimeline
Sterling Group Wealth Management, LLC53,993$506K0.24%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp53,763$504K<0.01%new13F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…52,654$494K0.02%+32,15413F-HRTimeline
WEDBUSH SECURITIES INC51,904$487K0.01%+16,14013F-HRTimeline
Mutual Advisors, LLC48,258$453K0.01%+8,73113F-HRTimeline
Arlington Financial Advisors, LLC40,000$375K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.34,657$325K<0.01%+5,31013F-HRTimeline
Cetera Investment Advisers27,883$262K<0.01%-11,00913F-HRTimeline
Janney Montgomery Scott LLC27,401$257K<0.01%+7413F-HRTimeline
Steward Partners Investment Advisory, L…25,000$234K<0.01%+8,39413F-HRTimeline
HighTower Advisors, LLC24,561$230K<0.01%-2,95013F-HRTimeline
Summit Trail Advisors, LLC23,979$225K<0.01%new13F-HRTimeline
MAI Capital Management21,463$201K<0.01%-2,83713F-HRTimeline
DKM Wealth Management, Inc.18,000$169K0.12%013F-HRTimeline
Arax Advisory Partners17,459$164K<0.01%-7,55213F-HRTimeline
Creative Planningin group Creative Planning17,458$164K<0.01%-1,20113F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC17,000$159K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,614$146K<0.01%new13F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.13,621$128K<0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,176$123K0.04%013F-HRTimeline
Farther Finance Advisors, LLC12,786$121K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC12,424$117K<0.01%-9,93413F-HRTimeline
RB Capital Management, LLC12,418$116K0.02%-45913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.11,772$110K0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC11,430$107K<0.01%-4,21113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,901$102K<0.01%013F-HRTimelineGroup
PFG Investments, LLC10,331$96.9K<0.01%+6213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,230$96K0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC10,000$93.8K0.04%013F-HRTimeline
Allworth Financial LP7,500$70.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,110$66.7K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC4,655$43.7K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC3,727$35K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,500$23.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc2,213$20.8K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,500$14.1K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,215$11.4K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC1,000$9.38K0.01%new13F-HRTimeline
FNY Investment Advisers, LLC500$4K<0.01%new13F-HRTimeline