NAC Nuveen California Dividend Adv
Nuveen California Dividend Adv (NAC) Institutional Ownership
What the institutions did with NAC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 6.9M | 26.6% |
| GUGGENHEIM CAPITAL LLC | 3.5M | 13.4% |
| WELLS FARGO & COMPANY/MN | 2.1M | 7.9% |
| Advisors Asset Management, Inc. | 1.9M | 7.2% |
| Rockefeller Capital Management L.P. | 1.2M | 4.7% |
| BANK OF AMERICA CORP /DE/ | 1.2M | 4.4% |
| UBS Group AG | 906.3K | 3.5% |
| LPL Financial LLC | 612.0K | 2.3% |
| Hennion & Walsh Asset Management, Inc. | 518.3K | 2.0% |
| Ignite Planners, LLC | 476.8K | 1.8% |
| Allianz Asset Management GmbH | 475.9K | 1.8% |
| LM Advisors LLC | 334.7K | 1.3% |
| AMERIPRISE FINANCIAL INC | 261.7K | 1.0% |
| Sanctuary Advisors, LLC | 257.1K | 1.0% |
| Private Advisor Group, LLC | 237.3K | 0.9% |
| RAYMOND JAMES FINANCIAL INC | 219.1K | 0.8% |
| WHITTIER TRUST CO | 211.3K | 0.8% |
| PFG Investments, LLC | 199.0K | 0.8% |
| Southland Equity Partners LLC | 184.4K | 0.7% |
| OneDigital Investment Advisors LLC | 177.7K | 0.7% |
| ROYAL BANK OF CANADA | 171.7K | 0.7% |
| Quantinno Capital Management LP | 161.5K | 0.6% |
| Cambridge Investment Research Advisors, Inc. | 159.8K | 0.6% |
| DKM Wealth Management, Inc. | 142.4K | 0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 138.0K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MORGAN STANLEY | Increased | 6.0M | 6.9M | +936.0K |
| Mariner, LLC | Reduced | 531.9K | 51.9K | -480.0K |
| LM Advisors LLC | Increased | 3.9K | 334.7K | +330.9K |
| EVOKE WEALTH, LLC | Sold Out | 256.0K | 0 | -256.0K |
| WELLS FARGO & COMPANY/MN | Increased | 1.8M | 2.1M | +250.7K |
| Private Advisor Group, LLC | New | 0 | 237.3K | +237.3K |
| Advisors Asset Management, Inc. | Increased | 1.6M | 1.9M | +227.3K |
| BANK OF AMERICA CORP /DE/ | Increased | 932.8K | 1.2M | +217.7K |
| JANE STREET GROUP, LLC | Reduced | 229.7K | 52.7K | -176.9K |
| Cambridge Investment Research Advisors, Inc. | Increased | 17.4K | 159.8K | +142.4K |
| Quantinno Capital Management LP | Increased | 35.6K | 161.5K | +125.9K |
| Ignite Planners, LLC | Increased | 359.1K | 476.8K | +117.7K |
| SUMMITRY LLC | New | 0 | 95.7K | +95.7K |
| UBS Group AG | Reduced | 995.1K | 906.3K | -88.8K |
| Cascade Financial Partners, LLC | New | 0 | 80.0K | +80.0K |
| MAI Capital Management | Increased | 38.9K | 117.6K | +78.7K |
| Hennion & Walsh Asset Management, Inc. | Increased | 441.6K | 518.3K | +76.7K |
| Prospera Financial Services Inc | Sold Out | 64.5K | 0 | -64.5K |
| Integrated Wealth Concepts LLC | Increased | 38.6K | 102.3K | +63.7K |
| Ascentis Independent Advisors | Sold Out | 62.3K | 0 | -62.3K |
| Requisite Capital Management, LLC | New | 0 | 52.1K | +52.1K |
| GUGGENHEIM CAPITAL LLC | Increased | 3.4M | 3.5M | +51.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 180.0K | 219.1K | +39.1K |
| Cerity Partners LLC | Reduced | 56.4K | 18.1K | -38.3K |
| Mirador Capital Partners LP | New | 0 | 32.2K | +32.2K |
| LPL Financial LLC | Increased | 584.1K | 612.0K | +27.9K |
| MERCER GLOBAL ADVISORS INC /ADV | Sold Out | 26.5K | 0 | -26.5K |
| Ducere Wealth Management LLC | Sold Out | 23.0K | 0 | -23.0K |
| Virtu Financial LLC | Reduced | 47.2K | 25.6K | -21.6K |
| J.W. COLE ADVISORS, INC. | New | 0 | 21.5K | +21.5K |
| ODonnell Financial Services, LLC | New | 0 | 20.3K | +20.3K |
| AMERIPRISE FINANCIAL INC | Increased | 241.7K | 261.7K | +20.0K |
| Brookwood Investment Group LLC | New | 0 | 19.8K | +19.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 33.1K | 16.0K | -17.1K |
| EVOLVE PRIVATE WEALTH, LLC | Sold Out | 16.9K | 0 | -16.9K |
| Pasadena Private Wealth, LLC | New | 0 | 15.4K | +15.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | New | 0 | 15.1K | +15.1K |
| Rockefeller Capital Management L.P. | Increased | 1.2M | 1.2M | +14.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 13.5K | +13.5K |
| Pacific Wealth Strategies Group, Inc. | Reduced | 57.9K | 44.5K | -13.4K |
| OSAIC HOLDINGS, INC. | Increased | 98.5K | 111.1K | +12.6K |
| Savvy Advisors, Inc. | New | 0 | 11.7K | +11.7K |
| Mutual Advisors, LLC | Increased | 71.0K | 82.2K | +11.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | New | 0 | 11.2K | +11.2K |
| MKT Advisors LLC | Reduced | 22.9K | 12.4K | -10.5K |
| Focus Partners Wealth | New | 0 | 10.5K | +10.5K |
| EP Wealth Advisors, LLC | Sold Out | 10.2K | 0 | -10.2K |
| Equitable Holdings, Inc. | New | 0 | 10.1K | +10.1K |
| Avestar Capital, LLC | Increased | 11.0K | 21.0K | +10.0K |
| SANDERS MORRIS HARRIS LLC | Sold Out | 10.0K | 0 | -10.0K |
| Parallel Advisors, LLC | Reduced | 13.8K | 4.4K | -9.4K |
| Creative Planning | Reduced | 85.1K | 75.7K | -9.4K |
| WEDBUSH SECURITIES INC | Reduced | 123.2K | 114.7K | -8.6K |
| Sanctuary Advisors, LLC | Increased | 248.7K | 257.1K | +8.5K |
| ROYAL BANK OF CANADA | Reduced | 179.8K | 171.7K | -8.1K |
| TWO SIGMA SECURITIES, LLC | Reduced | 23.7K | 15.7K | -8.0K |
| NewEdge Advisors, LLC | Increased | 71.3K | 79.1K | +7.8K |
| OneDigital Investment Advisors LLC | Increased | 170.9K | 177.7K | +6.8K |
| Farther Finance Advisors, LLC | Increased | 21.8K | 28.0K | +6.1K |
| HOLLENCREST CAPITAL MANAGEMENT | Reduced | 49.6K | 43.4K | -6.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.