MERCER GLOBAL ADVISORS INC /ADV
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 853758
DENVER, CO
Position in NAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$308,596
-$331,954 QoQ
Shares Held
26,489
-52.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NAC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
187,868 | $9,759,742 |
All Filings in NAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,596 | 26,489 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $640,550 | 55,700 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $212,225 | 19,346 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $227,389 | 18,442 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $381,726 | 29,095 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $426,706 | 27,283 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $273,602 | 17,438 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $254,107 | 16,032 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $238,235 | 16,032 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $243,954 | 16,092 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $234,299 | 16,092 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $202,063 | 14,160 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $194,000 | 14,171 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||