13F Insight
DOSSIER · 13F Holders · Q2 2026
NCA

NUVEEN CALIFORNIA MUNI VLU F

63 institutions still hold NUVEEN CALIFORNIA MUNI VLU F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67062C107·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$76M
visible holders
Holders
63
filers reporting
Concentration
26.75%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported NCA in Q2 2026. UBS Group AG leads at 26.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$20M2.2M0.00%Q2 202602
MORGAN STANLEY
CIK 0000895421
$16M1.7M0.00%Q2 202603
Advisors Asset Management, Inc.
CIK 0001297376
$9M982K0.15%Q1 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M684K0.04%Q2 202605
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$4M462K0.12%Q2 202606
LPL Financial LLC
CIK 0001403438
$3M325K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M305K0.00%Q2 202608
Atlas Private Wealth Advisors
CIK 0001814234
$2M210K0.43%Q2 202609
REGATTA CAPITAL GROUP, LLC
CIK 0001911488
$2M183K0.23%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M165K0.00%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M151K0.00%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$1M139K0.00%Q2 202613
Fiera Capital Corp
CIK 0001505817
$973K104K0.00%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$890K95K0.01%Q2 202615
FIRST FOUNDATION ADVISORS
CIK 0001086763
$879K94K0.03%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$874K94K0.00%Q2 202617
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$755K81K0.41%Q2 202618
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$616K66K0.02%Q2 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$592K63K0.00%Q2 202620
SWEENEY & MICHEL, LLC
CIK 0001979556
$589K65K0.15%Q2 2026
Page 1 of 4
43 more holders available. Log in →