NUVEEN CALIFORNIA MUNI VAL (NCA) Top Institutional Shareholders
NUVEEN CALIFORNIA MUNI VAL (NCA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $78.05M in NCA holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of NCA tracked by InsiderSet, reporting ownership valued at approximately $19.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.00M, representing an estimated loss of -2.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed NCA value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in NUVEEN CALIFORNIA MUNI VAL (NCA).
This page ranks the largest institutional NCA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$78.05M
Largest Holder
Ubs Group Ag
Largest Position
$19.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 2,074,672 | $19,460,424 | $19,003,996 | -$456,428 | -2.35% | |
| Morgan Stanley | 0.00% | 1,668,248 | $15,648,171 | $15,281,152 | -$367,019 | -2.35% | |
| Advisors Asset Management, Inc. | 0.15% | 982,001 | $9,211,169 | $8,995,129 | -$216,040 | -2.35% | |
| Guggenheim Capital Llc | 0.05% | 697,459 | $6,542,165 | $6,388,724 | -$153,441 | -2.35% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 423,343 | $3,970,957 | $3,877,822 | -$93,135 | -2.35% | |
| Lpl Financial Llc | 0.00% | 287,248 | $2,694,385 | $2,631,192 | -$63,193 | -2.35% | |
| Wells Fargo & Company/Mn | 0.00% | 272,279 | $2,553,974 | $2,494,076 | -$59,898 | -2.35% | |
| Regatta Capital Group, Llc | 0.26% | 182,877 | $1,715,383 | $1,675,153 | -$40,230 | -2.35% | |
| Bank Of America Corp | 0.00% | 163,915 | $1,537,522 | $1,501,461 | -$36,061 | -2.35% | |
| Atlas Private Wealth Advisors | 0.33% | 149,906 | $1,406,113 | $1,373,139 | -$32,974 | -2.35% | |
| Raymond James Financial Inc | 0.00% | 135,722 | $1,273,072 | $1,243,214 | -$29,858 | -2.35% | |
| First Foundation Advisors | 0.05% | 122,260 | $1,146,799 | $1,119,902 | -$26,897 | -2.35% | |
| Royal Bank Of Canada | 0.00% | 115,074 | $1,079,000 | $1,054,078 | -$24,922 | -2.31% | |
| Melfa Wealth Management, Inc. | 0.44% | 81,101 | $760,728 | $742,885 | -$17,843 | -2.35% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 78,941 | $740,473 | $723,100 | -$17,373 | -2.35% | |
| Sweeney & Michel, Llc | 0.19% | 69,522 | $650,032 | $636,822 | -$13,210 | -2.03% | |
| Osaic Holdings, Inc. | 0.00% | 66,747 | $626,086 | $611,403 | -$14,683 | -2.35% | |
| Jones Financial Companies Lllp | 0.00% | 63,311 | $572,331 | $579,929 | +$7,598 | +1.33% | |
| Ducere Wealth Management Llc | 0.23% | 60,822 | $570,510 | $557,130 | -$13,380 | -2.35% | |
| Sterling Group Wealth Management, Llc | 0.24% | 53,993 | $506,454 | $494,576 | -$11,878 | -2.35% | |
| Fiera Capital Corp | 0.00% | 53,763 | $504,297 | $492,469 | -$11,828 | -2.35% | |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | 52,654 | $493,894 | $482,311 | -$11,583 | -2.35% | |
| Mutual Advisors, Llc | 0.01% | 48,258 | $452,664 | $442,043 | -$10,621 | -2.35% | |
| Arlington Financial Advisors, Llc | 0.05% | 40,000 | $375,200 | $366,400 | -$8,800 | -2.35% | |
| D.A. Davidson & Co. | 0.00% | 34,657 | $325,083 | $317,458 | -$7,625 | -2.35% | |
| Cetera Investment Advisers | 0.00% | 27,883 | $261,545 | $255,408 | -$6,137 | -2.35% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 25,000 | $234,500 | $229,000 | -$5,500 | -2.35% | |
| Hightower Advisors, Llc | 0.00% | 24,561 | $230,382 | $224,979 | -$5,403 | -2.35% | |
| Summit Trail Advisors, Llc | 0.00% | 23,979 | $224,923 | $219,648 | -$5,275 | -2.35% | |
| Mai Capital Management | 0.00% | 21,463 | $201,323 | $196,601 | -$4,722 | -2.35% | |
| Dkm Wealth Management, Inc. | 0.12% | 18,000 | $168,840 | $164,880 | -$3,960 | -2.35% | |
| Arax Advisory Partners | 0.00% | 17,459 | $163,765 | $159,924 | -$3,841 | -2.35% | |
| Creative Planning | 0.00% | 17,458 | $163,756 | $159,915 | -$3,841 | -2.35% | |
| Osborne Partners Capital Management, Llc | 0.01% | 17,000 | $159,460 | $155,720 | -$3,740 | -2.35% | |
| Mariner, Llc | 0.00% | 15,614 | $146,458 | $143,024 | -$3,434 | -2.34% | |
| First Manhattan Co. Llc. | 0.00% | 13,621 | $128,174 | $124,768 | -$3,406 | -2.66% | |
| Farther Finance Advisors, Llc | 0.00% | 12,786 | $120,828 | $117,120 | -$3,708 | -3.07% | |
| Sanctuary Advisors, Llc | 0.00% | 12,424 | $116,534 | $113,804 | -$2,730 | -2.34% | |
| Rb Capital Management, Llc | 0.02% | 12,418 | $116,484 | $113,749 | -$2,735 | -2.35% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | 11,772 | $110,421 | $107,832 | -$2,589 | -2.35% | |
| Corient Private Wealth Llc | 0.00% | 10,901 | $102,251 | $99,853 | -$2,398 | -2.35% | |
| Pfg Investments, Llc | 0.00% | 10,331 | $96,909 | $94,632 | -$2,277 | -2.35% | |
| James Investment Research, Inc. | 0.01% | 10,230 | $95,957 | $93,707 | -$2,250 | -2.35% | |
| Garrison Point Advisors, Llc | 0.04% | 10,000 | $93,800 | $91,600 | -$2,200 | -2.35% | |
| Allworth Financial Lp | 0.00% | 7,500 | $70,350 | $68,700 | -$1,650 | -2.35% | |
| Fifth Third Bancorp | 0.00% | 7,110 | $66,692 | $65,128 | -$1,564 | -2.35% | |
| Parallel Advisors, Llc | 0.00% | 4,655 | $43,664 | $42,640 | -$1,024 | -2.35% | |
| Advisory Services Network, Llc | 0.00% | 3,727 | $34,959 | $34,139 | -$820 | -2.34% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 2,500 | $23,450 | $22,900 | -$550 | -2.35% | |
| Ifp Advisors, Inc | 0.00% | 2,213 | $20,758 | $20,271 | -$487 | -2.35% |
Frequently asked questions about NCA
Who owns the most NCA stock?
The largest holders of NCA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN CALIFORNIA MUNI VAL (NCA).
Is NCA widely held by superinvestors?
Many widely followed stocks like NCA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NCA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.