NCA · Nuveen California Municipal Value Fund · Shareholders & Ownership
Market Cap
$278.22M
Shares
33.12M
Volume · Oct 28
97.04K
Avg daily vol (3M)
118.66K
Every disclosed holder of NCA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NCA
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 8,834,665 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 0 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NCA
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
2,170,465 | ||
| 1.1 |
|
2,170,465 | ||
| 2 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,668,903 | ||
| 3 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
977,089 | ||
| 4 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
684,431 | ||
| 5 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
491,625 | ||
| 6 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
324,657 | ||
| 7 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
305,316 | ||
| 8 |
REGATTA CAPITAL GROUP, LLC
13F
CIK 1911488 · Registered investment adviser · Sep 30, 2026
|
182,877 | ||
| 9 |
Atlas Private Wealth Advisors
13F
CIK 1814234 · Registered investment adviser · Sep 30, 2026
|
175,241 | ||
| 10 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
165,245 | ||
| 11 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
151,108 | ||
| 12 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,719 | ||
| 13 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,292 | ||
| 14 |
Stratos Wealth Partners, LTD.
13F
CIK 1612865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
95,361 | ||
| 15 |
FIRST FOUNDATION ADVISORS
13F
CIK 1086763 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,232 | ||
| 16 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
93,713 | ||
| 17 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,949 | ||
| 18 |
SWEENEY & MICHEL, LLC
13F
CIK 1979556 · Registered investment adviser · Sep 30, 2026
|
66,606 | ||
| 19 |
Gerber Kawasaki Wealth & Investment Management
13F
CIK 1666736 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,022 | ||
| 20 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
63,431 | ||
| 21 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Sep 30, 2026
|
61,754 | ||
| 22 |
Mutual Advisors, LLC
13F
CIK 1694080 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
55,895 | ||
| 23 |
Sterling Group Wealth Management, LLC
13F
CIK 1852307 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,993 | ||
| 24 |
Summit Trail Advisors, LLC
13F
CIK 1698478 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,186 | ||
| 25 |
Arlington Financial Advisors, LLC
13F
CIK 1716539 · Unknown · Sep 30, 2026
|
40,000 | ||
| 26 |
Arax Advisory Partners
13F
CIK 1586767 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,918 | ||
| 27 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,007 | ||
| 28 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,629 | ||
| 29 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,520 | ||
| 30 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,300 | ||
| 31 |
MAI Capital Management
13F
CIK 1040197 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,528 | ||
| 32 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,561 | ||
| 33 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,084 | ||
| 34 |
PFG Investments, LLC
13F
CIK 1973224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,495 | ||
| 35 |
READYSTATE ASSET MANAGEMENT LP
13F
CIK 1900923 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,061 | ||
| 36 |
DKM Wealth Management, Inc.
13F
CIK 2055833 · Registered investment adviser · Sep 30, 2026
|
18,000 | ||
| 37 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
13F
CIK 1005607 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,000 | ||
| 38 |
Ackerman Capital Advisors, LLC
13F
CIK 1699506 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,799 | ||
| 39 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,458 | ||
| 40 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,128 | ||
| 41 |
FIRST MANHATTAN CO. LLC.
13F
CIK 728083 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,621 | ||
| 42 |
Investor's Fiduciary Advisor Network, LLC
13F
CIK 2044901 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,176 | ||
| 43 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,863 | ||
| 44 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Sep 30, 2026
|
12,786 | ||
| 45 |
RB Capital Management, LLC
13F
CIK 1695582 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,461 | ||
| 46 |
Marex Group plc
13F
CIK 1997464 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,793 | ||
| 47 |
Corient Private Wealth LLC
13F
CIK 1948780 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,901 | ||
| 48 |
JAMES INVESTMENT RESEARCH, INC.
13F
CIK 810384 · Registered investment adviser · Sep 30, 2026
|
10,230 | ||
| 49 |
GARRISON POINT ADVISORS, LLC
13F
CIK 1767107 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,000 | ||
| 50 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,500 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 56 holders
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