IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen California Muni VAL (NCA)

CUSIP: 67062C107 | US | Financial Services · Asset Management | Small Cap | 205 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.491,625
0.1% of portfolio›$4.2M
Regatta Capital Group, LLC182,877
0.2% of portfolio›$1.6M
Atlas Private Wealth Advisors175,241
0.3% of portfolio›$1.5M
Gerber Kawasaki Wealth & Investment Management70,022
0.0% of portfolio›$594.5K
Sweeney & Michel, LLC66,606
0.2% of portfolio›$567.4K
Wedbush Securities Inc61,754
0.0% of portfolio›$524
Sterling Group Wealth Management, LLC53,993
0.2% of portfolio›$458.4K
Arlington Financial Advisors, LLC40,000
0.0% of portfolio›$339.6K
D.A. Davidson & Co.33,007
0.0% of portfolio›$280.2K
Wolverine Asset Management LLC30,275
0.0% of portfolio›$257.0K
DKM Wealth Management, Inc.18,000
0.1% of portfolio›$152.8K
Creative Planning15,458
0.0% of portfolio›$131.2K
Fifth Third Bancorp14,110
0.0% of portfolio›$119.8K
Farther Finance Advisors, LLC12,786
0.0% of portfolio›$108.6K
Plancorp, LLC11,200
0.0% of portfolio›$95.2K
James Investment Research, Inc.10,230
0.0% of portfolio›$86.9K
Parallel Advisors, LLC4,655
0.0% of portfolio›$39.5K
IFP Advisors, Inc2,256
0.0% of portfolio›$19.2K
Mather Group, Llc.1,215
0.0% of portfolio›$10.3K
Wolff Wiese Magana LLC1,000
0.0% of portfolio›$8.5K
Plante Moran Financial Advisors, LLC749
0.0% of portfolio›$6.4K
FNY Investment Advisers, LLC500
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
491,625$4.2M0.1%ValueMediumParsippany, NJ2026-10-13
Regatta Capital Group, LLC
182,877$1.6M0.2%ETFLowEl Segundo, CA2026-10-23
Atlas Private Wealth Advisors
175,241$1.5M0.3%ETFLowRed Bank, NJ2026-10-23
Gerber Kawasaki Wealth & Investment Management
70,022$594.5K0.0%ETFLowSanta Monica, CA2026-10-29
Sweeney & Michel, LLC
66,606$567.4K0.2%ETFVery LowChico, CA2026-10-16
Wedbush Securities Inc
61,754$5240.0%CoreLowPasadena, CA2026-10-22
Sterling Group Wealth Management, LLC
53,993$458.4K0.2%ETFLowPasadena, CA2026-11-03
Arlington Financial Advisors, LLC
40,000$339.6K0.0%ETFMediumSanta Barbara, CA2026-10-19
D.A. Davidson & Co.
33,007$280.2K0.0%CoreLowGreat Falls, MT2026-10-28
Wolverine Asset Management LLC
30,275$257.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
DKM Wealth Management, Inc.
18,000$152.8K0.1%YieldVery LowStockton, CA2026-10-09
Creative Planning
15,458$131.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
14,110$119.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
12,786$108.6K0.0%IndexLowSan Francisco, CA2026-10-08
Plancorp, LLC
11,200$95.2K0.0%ETFLowSaint Louis, MO2026-11-03
James Investment Research, Inc.
10,230$86.9K0.0%CoreLowAlpha, OH2026-10-22
Parallel Advisors, LLC
4,655$39.5K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
2,256$19.2K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
1,215$10.3K0.0%ETFMediumChicago, IL2026-10-14
Wolff Wiese Magana LLC
1,000$8.5K0.0%GrowthLowCarslbad, CA2026-10-15
Plante Moran Financial Advisors, LLC
749$6.4K0.0%ETFVery LowSouthfield, MI2026-11-04
FNY Investment Advisers, LLC
500$40.0%GrowthVery HighNew York, NY2026-10-16