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Equibles

NCA

Nuveen California Municipal Value Fund

Company with tickers: NCA

CIK
818851
CUSIP
67062C107
Shares Outstanding
33,121,987
13F Activity (30d)
31 filings 28 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 58
Total Value: $79,049,962
Total Shares: 8,427,504

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 58 13F filers · Δ vs Dec 31, 2025
Top Holder
24.6%
Jun 2023 → Mar 2026 · range 14.7% – 24.6%
+2.1 pts
Top 5
69.4%
Jun 2023 → Mar 2026 · range 53.5% – 70.4%
−1.1 pts
Top 10
81.9%
Jun 2023 → Mar 2026 · range 75.2% – 82.8%
−0.9 pts
HHI
1,275
Jun 2023 → Mar 2026 · range 784 – 1,279
Broadly held −4

Quarterly Activity

vs Dec 31, 2025
New
10
Increased
18
Decreased
14
Sold Out
5
Unchanged
16
Holder count: +5
Institutional value: +11.0%
Shares held: +5.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega UBS Group AG +281,718 2,074,672
Micro Atlas Private Wealth Advisors +64,373 149,906
Mega BANK OF AMERICA CORP /DE/ +58,338 163,915
Mid Hennion & Walsh Asset Management, Inc. +53,204 423,343
Small REGATTA CAPITAL GROUP, LLC +46,195 182,877

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Advisors Asset Management, Inc. −88,769 982,001
Mega ROYAL BANK OF CANADA −19,549 115,074
Mega WELLS FARGO & COMPANY/MN −17,627 272,279
Mega MORGAN STANLEY −12,887 1,668,248
Large Cetera Investment Advisers −11,009 27,883

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large Fiera Capital Corp 53,763 $504,296
Mid Summit Trail Advisors, LLC 23,979 $224,923
Large Mariner, LLC 15,614 $146,459
Large FIFTH THIRD BANCORP 7,110 $66,691
Mid Advisory Services Network, LLC 3,727 $34,959

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega CITADEL ADVISORS LLC 27,191 $243,359
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,642 $139,995
Large IEQ CAPITAL, LLC 15,000 $134,250
Large COMMONWEALTH EQUITY SERVICES, LLC 11,330 $101,403
Large COMERICA BANK 7,110 $63,634
Filter: New 10 Increased 18 Reduced 14 Sold out 5 Unchanged 16
Showing 58 of 58
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega UBS Group AG $19,460,422 24.62% 2,074,672
Mega MORGAN STANLEY $15,648,165 19.80% 1,668,248
Mid Advisors Asset Management, Inc. $9,211,169 11.65% 982,001
Large GUGGENHEIM CAPITAL LLC $6,542,165 8.28% 697,459
Mid Hennion & Walsh Asset Management, Inc. $3,970,957 5.02% 423,343
Mega LPL Financial LLC $2,694,386 3.41% 287,248
Mega WELLS FARGO & COMPANY/MN $2,553,976 3.23% 272,279
Small REGATTA CAPITAL GROUP, LLC $1,715,386 2.17% 182,877
Mega BANK OF AMERICA CORP /DE/ Bank $1,537,522 1.95% 163,915
Micro Atlas Private Wealth Advisors $1,406,118 1.78% 149,906
Mega RAYMOND JAMES FINANCIAL INC $1,273,072 1.61% 135,722
Mid FIRST FOUNDATION ADVISORS Endowment $1,146,798 1.45% 122,260
Mega ROYAL BANK OF CANADA Bank $1,079,394 1.37% 115,074
Small MELFA WEALTH MANAGEMENT, INC. $760,727 0.96% 81,101
Mid Stratos Wealth Partners, LTD. $740,466 0.94% 78,941
Small SWEENEY & MICHEL, LLC $652,116 0.82% 69,522
Large OSAIC HOLDINGS, INC. $626,086 0.79% 66,747
Large JONES FINANCIAL COMPANIES LLLP $593,857 0.75% 63,311
Small Ducere Wealth Management LLC $570,510 0.72% 60,822
Micro Sterling Group Wealth Management, LLC $506,454 0.64% 53,993
Large Fiera Capital Corp $504,296 0.64% 53,763
Small Gerber Kawasaki Wealth & Investment Management $493,894 0.62% 52,654
Mid WEDBUSH SECURITIES INC Broker-Dealer $486,859 0.62% 51,904
Mid Mutual Advisors, LLC $452,660 0.57% 48,258
Small Arlington Financial Advisors, LLC $375,200 0.47% 40,000
Mid D.A. DAVIDSON & CO. $325,082 0.41% 34,657
Large Cetera Investment Advisers $261,542 0.33% 27,883
Large Janney Montgomery Scott LLC $257,021 0.33% 27,401
Large Steward Partners Investment Advisory, LLC $234,500 0.30% 25,000
Large HighTower Advisors, LLC $230,382 0.29% 24,561
Mid Summit Trail Advisors, LLC $224,923 0.28% 23,979
Mid MAI Capital Management $201,322 0.25% 21,463
Micro DKM Wealth Management, Inc. $168,840 0.21% 18,000
Mid Arax Advisory Partners $163,765 0.21% 17,459
Large Creative Planning $163,756 0.21% 17,458
Mid OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $159,460 0.20% 17,000
Large Mariner, LLC $146,459 0.19% 15,614
Large FIRST MANHATTAN CO. LLC. $127,764 0.16% 13,621
Small Investor's Fiduciary Advisor Network, LLC $123,590 0.16% 13,176
Mid Farther Finance Advisors, LLC $119,932 0.15% 12,786
Mid Sanctuary Advisors, LLC $116,537 0.15% 12,424
Small RB Capital Management, LLC $116,480 0.15% 12,418
Small CANTOR FITZGERALD INVESTMENT ADVISORS L.P. $110,421 0.14% 11,772
Mid Virtu Financial LLC $107,213 0.14% 11,430
Large Corient Private Wealth LLC $102,251 0.13% 10,901
Mid PFG Investments, LLC $96,904 0.12% 10,331
Small JAMES INVESTMENT RESEARCH, INC. $95,957 0.12% 10,230
Small GARRISON POINT ADVISORS, LLC $93,800 0.12% 10,000
Mid Allworth Financial LP $70,350 0.09% 7,500
Large FIFTH THIRD BANCORP Bank $66,691 0.08% 7,110
Mid Parallel Advisors, LLC $43,663 0.06% 4,655
Mid Advisory Services Network, LLC $34,959 0.04% 3,727
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $23,450 0.03% 2,500
Mid IFP Advisors, Inc $20,757 0.03% 2,213
Micro WFA of San Diego, LLC $14,070 0.02% 1,500
Mid MATHER GROUP, LLC. $11,396 0.01% 1,215
Small WOLFF WIESE MAGANA LLC $9,380 0.01% 1,000
Small FNY Investment Advisers, LLC $4,690 0.01% 500

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