NCA Nuveen California Municipal Va
Nuveen California Municipal Va (NCA) Institutional Ownership
What the institutions did with NCA 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 |
|---|---|---|
| UBS Group AG | 2.2M | 24.5% |
| MORGAN STANLEY | 1.7M | 18.8% |
| Advisors Asset Management, Inc. | 977.1K | 11.0% |
| GUGGENHEIM CAPITAL LLC | 684.4K | 7.7% |
| Hennion & Walsh Asset Management, Inc. | 462.1K | 5.2% |
| LPL Financial LLC | 324.7K | 3.7% |
| WELLS FARGO & COMPANY/MN | 305.3K | 3.4% |
| Atlas Private Wealth Advisors | 210.3K | 2.4% |
| REGATTA CAPITAL GROUP, LLC | 182.9K | 2.1% |
| BANK OF AMERICA CORP /DE/ | 165.2K | 1.9% |
| RAYMOND JAMES FINANCIAL INC | 151.1K | 1.7% |
| ROYAL BANK OF CANADA | 138.7K | 1.6% |
| Fiera Capital Corp | 104.3K | 1.2% |
| Stratos Wealth Partners, LTD. | 95.4K | 1.1% |
| FIRST FOUNDATION ADVISORS | 94.2K | 1.1% |
| OSAIC HOLDINGS, INC. | 93.7K | 1.1% |
| MELFA WEALTH MANAGEMENT, INC. | 80.9K | 0.9% |
| Gerber Kawasaki Wealth & Investment Management | 66.0K | 0.7% |
| WEDBUSH SECURITIES INC | 65.0K | 0.7% |
| SWEENEY & MICHEL, LLC | 64.7K | 0.7% |
| JONES FINANCIAL COMPANIES LLLP | 63.4K | 0.7% |
| Mutual Advisors, LLC | 55.9K | 0.6% |
| Sterling Group Wealth Management, LLC | 54.0K | 0.6% |
| Summit Trail Advisors, LLC | 45.2K | 0.5% |
| Arlington Financial Advisors, LLC | 40.0K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Increased | 2.1M | 2.2M | +95.8K |
| Ducere Wealth Management LLC | Sold Out | 60.8K | 0 | -60.8K |
| Atlas Private Wealth Advisors | Increased | 149.9K | 210.3K | +60.4K |
| Fiera Capital Corp | Increased | 53.8K | 104.3K | +50.5K |
| Hennion & Walsh Asset Management, Inc. | Increased | 423.3K | 462.1K | +38.8K |
| LPL Financial LLC | Increased | 287.2K | 324.7K | +37.4K |
| WELLS FARGO & COMPANY/MN | Increased | 272.3K | 305.3K | +33.0K |
| FIRST FOUNDATION ADVISORS | Reduced | 122.3K | 94.2K | -28.0K |
| OSAIC HOLDINGS, INC. | Increased | 66.7K | 93.7K | +27.0K |
| ROYAL BANK OF CANADA | Increased | 115.1K | 138.7K | +23.6K |
| Summit Trail Advisors, LLC | Increased | 24.0K | 45.2K | +21.2K |
| Private Advisor Group, LLC | New | 0 | 21.1K | +21.1K |
| MISSION WEALTH MANAGEMENT, LP | New | 0 | 19.2K | +19.2K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 18.1K | +18.1K |
| Arax Advisory Partners | Increased | 17.5K | 34.9K | +17.5K |
| Ackerman Capital Advisors, LLC | New | 0 | 16.8K | +16.8K |
| Stratos Wealth Partners, LTD. | Increased | 78.9K | 95.4K | +16.4K |
| Mariner, LLC | Sold Out | 15.6K | 0 | -15.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 135.7K | 151.1K | +15.4K |
| Gerber Kawasaki Wealth & Investment Management | Increased | 52.7K | 66.0K | +13.4K |
| WEDBUSH SECURITIES INC | Increased | 51.9K | 65.0K | +13.1K |
| GUGGENHEIM CAPITAL LLC | Reduced | 697.5K | 684.4K | -13.0K |
| CITADEL ADVISORS LLC | New | 0 | 12.9K | +12.9K |
| Marex Group plc | New | 0 | 11.8K | +11.8K |
| Virtu Financial LLC | Sold Out | 11.4K | 0 | -11.4K |
| PFG Investments, LLC | Increased | 10.3K | 20.5K | +10.2K |
| Mutual Advisors, LLC | Increased | 48.3K | 55.9K | +7.6K |
| Advisors Asset Management, Inc. | Reduced | 982.0K | 977.1K | -4.9K |
| SWEENEY & MICHEL, LLC | Reduced | 69.5K | 64.7K | -4.8K |
| Cetera Investment Advisers | Increased | 27.9K | 32.6K | +4.7K |
| MAI Capital Management | Increased | 21.5K | 25.5K | +4.1K |
| Advisory Services Network, LLC | Sold Out | 3.7K | 0 | -3.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Sold Out | 2.5K | 0 | -2.5K |
| Creative Planning | Reduced | 17.5K | 15.5K | -2.0K |
| Sanctuary Advisors, LLC | Increased | 12.4K | 14.1K | +1.7K |
| D.A. DAVIDSON & CO. | Reduced | 34.7K | 33.0K | -1.7K |
| WFA of San Diego, LLC | Sold Out | 1.5K | 0 | -1.5K |
| BANK OF AMERICA CORP /DE/ | Increased | 163.9K | 165.2K | +1.3K |
| Steward Partners Investment Advisory, LLC | Increased | 25.0K | 26.3K | +1.3K |
| MORGAN STANLEY | Increased | 1.7M | 1.7M | +655 |
| MELFA WEALTH MANAGEMENT, INC. | Reduced | 81.1K | 80.9K | -152 |
| JONES FINANCIAL COMPANIES LLLP | Increased | 63.3K | 63.4K | +120 |
| Janney Montgomery Scott LLC | Increased | 27.4K | 27.5K | +119 |
| RB Capital Management, LLC | Increased | 12.4K | 12.5K | +43 |
| IFP Advisors, Inc | Increased | 2.2K | 2.2K | +21 |
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.