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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)
11 filings 11 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: 52
Total Value: $38,642,719
Total Shares: 4,119,695

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 52 13F filers · Δ vs Dec 31, 2025
Top Holder
23.8%
Jun 2023 → Mar 2026 · range 14.7% – 38.6%
−14.7 pts
Top 5
62.5%
Jun 2023 → Mar 2026 · range 53.5% – 70.5%
−8.0 pts
Top 10
76.2%
Jun 2023 → Mar 2026 · range 75.2% – 81.5%
−4.8 pts
HHI
1,093
Jun 2023 → Mar 2026 · range 784 – 1,857
Broadly held−764

Quarterly Activity

vs Dec 31, 2025
New
11
Increased
16
Decreased
10
Sold Out
6
Unchanged
15
Holder count: +5
Institutional value: -33.0%
Shares held: -36.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Micro Atlas Private Wealth Advisors +64,373 149,906
Mid Hennion & Walsh Asset Management, Inc. +53,204 423,343
Small REGATTA CAPITAL GROUP, LLC +46,195 182,877
Small Gerber Kawasaki Wealth & Investment Management +32,154 52,654
Large OSAIC HOLDINGS, INC. +16,955 66,747

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Cetera Investment Advisers −11,009 27,883
Mid Sanctuary Advisors, LLC −9,934 12,424
Mid Arax Advisory Partners −7,552 17,459
Mid Virtu Financial LLC −4,211 11,430
Large JONES FINANCIAL COMPANIES LLLP −4,151 63,311

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Advisors Asset Management, Inc. 982,001 $9,211,169
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

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega UBS Group AG 3,585,949 $32,094,243
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,642 $139,995
Large IEQ CAPITAL, LLC 15,000 $134,250
Large FIRST MANHATTAN CO. LLC. 13,621 $121,907
Large COMMONWEALTH EQUITY SERVICES, LLC 11,330 $101,403
Filter: New 11 Increased 16 Reduced 10 Sold out 6 Unchanged 15
Showing 52 of 52
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Advisors Asset Management, Inc. $9,211,169 23.84% 982,001
Large GUGGENHEIM CAPITAL LLC $6,542,165 16.93% 697,459
Mid Hennion & Walsh Asset Management, Inc. $3,970,957 10.28% 423,343
Mega LPL Financial LLC $2,694,386 6.97% 287,248
Small REGATTA CAPITAL GROUP, LLC $1,715,386 4.44% 182,877
Micro Atlas Private Wealth Advisors $1,406,118 3.64% 149,906
Mega RAYMOND JAMES FINANCIAL INC $1,273,072 3.29% 135,722
Mid FIRST FOUNDATION ADVISORS Endowment $1,146,798 2.97% 122,260
Small MELFA WEALTH MANAGEMENT, INC. $760,727 1.97% 81,101
Mid Stratos Wealth Partners, LTD. $740,466 1.92% 78,941
Small SWEENEY & MICHEL, LLC $652,116 1.69% 69,522
Large OSAIC HOLDINGS, INC. $626,086 1.62% 66,747
Large JONES FINANCIAL COMPANIES LLLP $593,857 1.54% 63,311
Small Ducere Wealth Management LLC $570,510 1.48% 60,822
Micro Sterling Group Wealth Management, LLC $506,454 1.31% 53,993
Large Fiera Capital Corp $504,296 1.31% 53,763
Small Gerber Kawasaki Wealth & Investment Management $493,894 1.28% 52,654
Mid WEDBUSH SECURITIES INC Broker-Dealer $486,859 1.26% 51,904
Mid Mutual Advisors, LLC $452,660 1.17% 48,258
Small Arlington Financial Advisors, LLC $375,200 0.97% 40,000
Mid D.A. DAVIDSON & CO. $325,082 0.84% 34,657
Large Cetera Investment Advisers $261,542 0.68% 27,883
Large Janney Montgomery Scott LLC $257,021 0.67% 27,401
Large Steward Partners Investment Advisory, LLC $234,500 0.61% 25,000
Large HighTower Advisors, LLC $230,382 0.60% 24,561
Mid Summit Trail Advisors, LLC $224,923 0.58% 23,979
Mid MAI Capital Management $201,322 0.52% 21,463
Micro DKM Wealth Management, Inc. $168,840 0.44% 18,000
Mid Arax Advisory Partners $163,765 0.42% 17,459
Large Creative Planning $163,756 0.42% 17,458
Mid OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $159,460 0.41% 17,000
Large Mariner, LLC $146,459 0.38% 15,614
Small Investor's Fiduciary Advisor Network, LLC $123,590 0.32% 13,176
Mid Farther Finance Advisors, LLC $119,932 0.31% 12,786
Mid Sanctuary Advisors, LLC $116,537 0.30% 12,424
Small RB Capital Management, LLC $116,480 0.30% 12,418
Small CANTOR FITZGERALD INVESTMENT ADVISORS L.P. $110,421 0.29% 11,772
Mid Virtu Financial LLC $107,213 0.28% 11,430
Large Corient Private Wealth LLC $102,251 0.26% 10,901
Mid PFG Investments, LLC $96,904 0.25% 10,331
Small JAMES INVESTMENT RESEARCH, INC. $95,957 0.25% 10,230
Small GARRISON POINT ADVISORS, LLC $93,800 0.24% 10,000
Mid Allworth Financial LP $70,350 0.18% 7,500
Large FIFTH THIRD BANCORP Bank $66,691 0.17% 7,110
Mid Parallel Advisors, LLC $43,663 0.11% 4,655
Mid Advisory Services Network, LLC $34,959 0.09% 3,727
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $23,450 0.06% 2,500
Mid IFP Advisors, Inc $20,757 0.05% 2,213
Micro WFA of San Diego, LLC $14,070 0.04% 1,500
Mid MATHER GROUP, LLC. $11,396 0.03% 1,215
Small WOLFF WIESE MAGANA LLC $9,380 0.02% 1,000
Small FNY Investment Advisers, LLC $4,690 0.01% 500

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