NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) — Institutional Holders, Q2 2026
59 institutional investment managers reported a NCA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $82.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NCA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- UBS Group AGAdded · +95,793 sh+$893.7K
- Atlas Private Wealth AdvisorsAdded · +60,386 sh+$563.4K
- Fiera CapitalAdded · +50,529 sh+$471.4K
- Hennion & Walsh Asset ManagementAdded · +38,762 sh+$361.6K
- LPL FinancialAdded · +37,409 sh+$349.0K
Biggest sellers
- Ducere Wealth ManagementSold out · -60,822 sh-$567.5K
- FIRST FOUNDATION ADVISORSTrimmed · -28,028 sh-$261.5K
- MarinerSold out · -15,614 sh-$145.7K
- GUGGENHEIM CAPITALTrimmed · -13,028 sh-$121.6K
- Virtu FinancialSold out · -11,430 sh-$106.6K
NCA 13F holders ranked 1–59 of 59
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | UBS Group AG#1 · 2,170,465 sh | 2,170,465 | $20.3M | <0.01% | +4.6% |
| 2 | MORGAN STANLEY#2 · 1,668,903 sh | 1,668,903 | $15.6M | <0.01% | 0.0% |
| 3 | Advisors Asset Management#3 · 977,089 sh | 977,089 | $9.1M | 0.14% | -0.5% |
| 4 | GUGGENHEIM CAPITAL#4 · 684,431 sh | 684,431 | $6.4M | 0.04% | -1.9% |
| 5 | Hennion & Walsh Asset Management#5 · 462,105 sh | 462,105 | $4.3M | — | +9.2% |
| 6 | LPL Financial#6 · 324,657 sh | 324,657 | $3.0M | <0.01% | +13.0% |
| 7 | WELLS FARGO & COMPANY#7 · 305,316 sh | 305,316 | $2.8M | <0.01% | +12.1% |
| 8 | Atlas Private Wealth Advisors#8 · 210,292 sh | 210,292 | $2.0M | — | +40.3% |
| 9 | REGATTA CAPITAL GROUP#9 · 182,877 sh | 182,877 | $1.7M | — | 0.0% |
| 10 | BANK OF AMERICA#10 · 165,245 sh | 165,245 | $1.5M | <0.01% | +0.8% |
| 11 | RAYMOND JAMES FINANCIAL#11 · 151,108 sh | 151,108 | $1.4M | <0.01% | +11.3% |
| 12 | ROYAL BANK OF CANADA#12 · 138,719 sh | 138,719 | $1.3M | <0.01% | +20.5% |
| 13 | Fiera Capital#13 · 104,292 sh | 104,292 | $973.0K | <0.01% | +94.0% |
| 14 | Stratos Wealth Partners, LTD.#14 · 95,361 sh | 95,361 | $889.7K | <0.01% | +20.8% |
| 15 | FIRST FOUNDATION ADVISORS#15 · 94,232 sh | 94,232 | $879.2K | 0.03% | -22.9% |
| 16 | OSAIC#16 · 93,713 sh | 93,713 | $874.4K | <0.01% | +40.4% |
| 17 | MELFA WEALTH MANAGEMENT#17 · 80,949 sh | 80,949 | $755.3K | 0.41% | -0.2% |
| 18 | Gerber Kawasaki Wealth & Investment Management#18 · 66,022 sh | 66,022 | $616.0K | 0.02% | +25.4% |
| 19 | WEDBUSH SECURITIES#19 · 65,004 sh | 65,004 | $606.0K | — | +25.2% |
| 20 | JONES FINANCIAL COMPANIES LLLP#20 · 63,431 sh | 63,431 | $591.8K | <0.01% | +0.2% |
| 21 | SWEENEY & MICHEL#21 · 64,704 sh | 64,704 | $589.4K | — | -6.9% |
| 22 | Mutual Advisors#22 · 55,895 sh | 55,895 | $521.5K | <0.01% | +15.8% |
| 23 | Sterling Group Wealth Management#23 · 53,993 sh | 53,993 | $503.8K | 0.21% | 0.0% |
| 24 | Summit Trail Advisors#24 · 45,186 sh | 45,186 | $421.6K | <0.01% | +88.4% |
| 25 | Arlington Financial Advisors#25 · 40,000 sh | 40,000 | $373.2K | — | 0.0% |
| 26 | SRS Capital Advisors#26 · 34,918 sh | 34,918 | $325.8K | <0.01% | +100.0% |
| 27 | D.A. DAVIDSON#27 · 33,007 sh | 33,007 | $308.0K | <0.01% | -4.8% |
| 28 | Cetera Investment Advisers#28 · 32,629 sh | 32,629 | $304.4K | <0.01% | +17.0% |
| 29 | Janney Montgomery Scott#29 · 27,520 sh | 27,520 | $257.0K | <0.01% | +0.4% |
| 30 | Steward Partners Investment Advisory#30 · 26,300 sh | 26,300 | $245.4K | <0.01% | +5.2% |
| 31 | MAI Capital Management#31 · 25,528 sh | 25,528 | $238.3K | <0.01% | +18.9% |
| 32 | HighTower Advisors#32 · 24,561 sh | 24,561 | $229.2K | <0.01% | 0.0% |
| 33 | Private Advisor Group#33 · 21,084 sh | 21,084 | $196.7K | <0.01% | New |
| 34 | PFG Investments#34 · 20,495 sh | 20,495 | $191.2K | <0.01% | +98.4% |
| 35 | MISSION WEALTH MANAGEMENT#35 · 19,222 sh | 19,222 | $179.3K | — | New |
| 36 | READYSTATE ASSET MANAGEMENT#36 · 18,061 sh | 18,061 | $168.5K | <0.01% | New |
| 37 | DKM Wealth Management#37 · 18,000 sh | 18,000 | $167.9K | — | 0.0% |
| 38 | OSBORNE PARTNERS CAPITAL MANAGEMENT#38 · 17,000 sh | 17,000 | $158.6K | <0.01% | 0.0% |
| 39 | Ackerman Capital Advisors#39 · 16,799 sh | 16,799 | $156.7K | 0.03% | New |
| 40 | Creative Planning#40 · 15,458 sh | 15,458 | $144.2K | <0.01% | -11.5% |
| 41 | Sanctuary Advisors#41 · 14,128 sh | 14,128 | $131.8K | <0.01% | +13.7% |
| 42 | FIRST MANHATTAN#42 · 13,621 sh | 13,621 | $127.5K | <0.01% | 0.0% |
| 43 | Investor's Fiduciary Advisor Network#43 · 13,176 sh | 13,176 | $122.0K | 0.04% | 0.0% |
| 44 | CITADEL ADVISORS#44 · 12,863 sh | 12,863 | $120.0K | 0.00% | New |
| 45 | Farther Finance Advisors#45 · 12,786 sh | 12,786 | $119.2K | — | 0.0% |
| 46 | RB Capital Management#46 · 12,461 sh | 12,461 | $116.3K | 0.02% | +0.3% |
| 47 | Marex Group plc#47 · 11,793 sh | 11,793 | $110.0K | <0.01% | New |
| 48 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#48 · 11,772 sh | 11,772 | $109.8K | — | 0.0% |
| 49 | Corient Private Wealth#49 · 10,901 sh | 10,901 | $101.7K | <0.01% | 0.0% |
| 50 | JAMES INVESTMENT RESEARCH#50 · 10,230 sh | 10,230 | $95.4K | — | 0.0% |
| 51 | GARRISON POINT ADVISORS#51 · 10,000 sh | 10,000 | $93.3K | 0.04% | 0.0% |
| 52 | Allworth Financial#52 · 7,500 sh | 7,500 | $70.0K | <0.01% | 0.0% |
| 53 | FIFTH THIRD BANCORP#53 · 7,110 sh | 7,110 | $66.3K | <0.01% | 0.0% |
| 54 | Parallel Advisors#54 · 4,655 sh | 4,655 | $43.4K | <0.01% | 0.0% |
| 55 | IFP Advisors#55 · 2,234 sh | 2,234 | $20.8K | — | +0.9% |
| 56 | MATHER GROUP#56 · 1,215 sh | 1,215 | $11.3K | — | 0.0% |
| 57 | Integrated Wealth Concepts#57 · 1,121 sh | 1,121 | $10.5K | <0.01% | New |
| 58 | WOLFF WIESE MAGANA#58 · 1,000 sh | 1,000 | $9.3K | — | 0.0% |
| 59 | FNY Investment Advisers#59 · 500 sh | 500 | $4.0K | — | 0.0% |
Funds that sold out of NCA in Q2 2026 (6)
Held NCA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Ducere Wealth Management60,822 sh | 60,822 | $570.5K |
| Mariner15,614 sh | 15,614 | $146.5K |
| Virtu Financial11,430 sh | 11,430 | $107.0K |
| Advisory Services Network3,727 sh | 3,727 | $35.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT2,500 sh | 2,500 | $23.4K |
| WFA of San Diego1,500 sh | 1,500 | $14.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.