Nuveen California Muni VAL (NCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares491,625 from 462,105

Change+29,520 (+6%)

Value$4.2M (-$137.5K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares395,841 from 324,657

Change+71,184 (+22%)

Value$3.4M (+$331.6K)

Filed 2026-11-06

Regatta Capital Group, LLC

UNCHANGED

Shares182,877 from 182,877

Change0 (0%)

Value$1.6M (-$153.6K)

Filed 2026-10-23

Atlas Private Wealth Advisors

DECREASED

Shares175,241 from 210,292

Change-35,051 (-17%)

Value$1.5M (-$474.2K)

Filed 2026-10-23

Melfa Wealth Management, Inc.

DECREASED

Shares78,744 from 80,949

Change-2,205 (-3%)

Value$668.5K (-$86.7K)

Filed 2026-11-06

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares70,022 from 66,022

Change+4,000 (+6%)

Value$594.5K (-$21.5K)

Filed 2026-10-29

Sweeney & Michel, LLC

INCREASED

Shares66,606 from 64,704

Change+1,902 (+3%)

Value$567.4K (-$22.0K)

Filed 2026-10-16

Wedbush Securities Inc

DECREASED

Shares61,754 from 65,004

Change-3,250 (-5%)

Value$524 (-$605.5K)

Filed 2026-10-22

Sterling Group Wealth Management, LLC

UNCHANGED

Shares53,993 from 53,993

Change0 (0%)

Value$458.4K (-$45.4K)

Filed 2026-11-03

Arlington Financial Advisors, LLC

UNCHANGED

Shares40,000 from 40,000

Change0 (0%)

Value$339.6K (-$33.6K)

Filed 2026-10-19

D.A. Davidson & Co.

UNCHANGED

Shares33,007 from 33,007

Change0 (0%)

Value$280.2K (-$27.7K)

Filed 2026-10-28

Wolverine Asset Management LLC

NEW

Shares30,275

Change+30,275

Value$257.0K

Filed 2026-11-02

DKM Wealth Management, Inc.

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$152.8K (-$15.1K)

Filed 2026-10-09

Creative Planning

UNCHANGED

Shares15,458 from 15,458

Change0 (0%)

Value$131.2K (-$13.0K)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares14,110 from 7,110

Change+7,000 (+98%)

Value$119.8K (+$53.5K)

Filed 2026-11-05

Fiera Capital Corp

DECREASED

Shares13,928 from 104,292

Change-90,364 (-87%)

Value$118.2K (-$854.8K)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares12,786 from 12,786

Change0 (0%)

Value$108.6K (-$10.6K)

Filed 2026-10-08

Plancorp, LLC

NEW

Shares11,200

Change+11,200

Value$95.2K

Filed 2026-11-03

James Investment Research, Inc.

UNCHANGED

Shares10,230 from 10,230

Change0 (0%)

Value$86.9K (-$8.6K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares7,500 from 7,500

Change0 (0%)

Value$70.0K ($0)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares4,655 from 4,655

Change0 (0%)

Value$39.5K (-$3.9K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares2,256 from 2,234

Change+22 (+1%)

Value$19.2K (-$1.7K)

Filed 2026-10-16

Mather Group, Llc.

UNCHANGED

Shares1,215 from 1,215

Change0 (0%)

Value$10.3K (-$1.0K)

Filed 2026-10-14

Wolff Wiese Magana LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$8.5K (-$840)

Filed 2026-10-15

Plante Moran Financial Advisors, LLC

NEW

Shares749

Change+749

Value$6.4K

Filed 2026-11-04

FNY Investment Advisers, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4 ($0)

Filed 2026-10-16

Mission Wealth Management, LP

CLOSED

Shares0 from 19,222

Change-19,222 (-100%)

Value$0 (-$179.3K)

Filed 2026-10-15

Ackerman Capital Advisors, LLC

CLOSED

Shares0 from 16,799

Change-16,799 (-100%)

Value$0 (-$156.7K)

Filed 2026-10-30

Cantor Fitzgerald Investment Advisors L.P.

CLOSED

Shares0 from 11,772

Change-11,772 (-100%)

Value$0 (-$109.8K)

Filed 2026-10-21

UBS Group AG

N/A

Shares— from 2,170,465

Change-2,170,465 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,668,903

Change-1,668,903 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 977,089

Change-977,089 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 684,431

Change-684,431 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 305,316

Change-305,316 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 165,245

Change-165,245 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 151,108

Change-151,108 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 138,719

Change-138,719 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 95,361

Change-95,361 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 94,232

Change-94,232 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 93,713

Change-93,713 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 63,431

Change-63,431 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 55,895

Change-55,895 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 45,186

Change-45,186 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 34,918

Change-34,918 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 32,629

Change-32,629 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 27,520

Change-27,520 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 26,300

Change-26,300 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 25,528

Change-25,528 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,561

Change-24,561 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 21,084

Change-21,084 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 20,495

Change-20,495 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 18,061

Change-18,061 (-100%)

Value—

Osborne Partners Capital Management, LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,128

Change-14,128 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 13,621

Change-13,621 (-100%)

Value—

Investor's Fiduciary Advisor Network, LLC

N/A

Shares— from 13,176

Change-13,176 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,863

Change-12,863 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 12,461

Change-12,461 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 11,793

Change-11,793 (-100%)

Value—

Garrison Point Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	491,625	462,105	+29,520	+6%	$4.3M	$4.2M	-$137.5K	2026-10-13
LPL Financial LLC	INCREASED	395,841	324,657	+71,184	+22%	$3.0M	$3.4M	+$331.6K	2026-11-06
Regatta Capital Group, LLC	UNCHANGED	182,877	182,877	0	0%	$1.7M	$1.6M	-$153.6K	2026-10-23
Atlas Private Wealth Advisors	DECREASED	175,241	210,292	-35,051	-17%	$2.0M	$1.5M	-$474.2K	2026-10-23
Melfa Wealth Management, Inc.	DECREASED	78,744	80,949	-2,205	-3%	$755.3K	$668.5K	-$86.7K	2026-11-06
Gerber Kawasaki Wealth & Investment Management	INCREASED	70,022	66,022	+4,000	+6%	$616.0K	$594.5K	-$21.5K	2026-10-29
Sweeney & Michel, LLC	INCREASED	66,606	64,704	+1,902	+3%	$589.4K	$567.4K	-$22.0K	2026-10-16
Wedbush Securities Inc	DECREASED	61,754	65,004	-3,250	-5%	$606.0K	$524	-$605.5K	2026-10-22
Sterling Group Wealth Management, LLC	UNCHANGED	53,993	53,993	0	0%	$503.8K	$458.4K	-$45.4K	2026-11-03
Arlington Financial Advisors, LLC	UNCHANGED	40,000	40,000	0	0%	$373.2K	$339.6K	-$33.6K	2026-10-19
D.A. Davidson & Co.	UNCHANGED	33,007	33,007	0	0%	$308.0K	$280.2K	-$27.7K	2026-10-28
Wolverine Asset Management LLC	NEW	30,275	—	+30,275	—	—	$257.0K	—	2026-11-02
DKM Wealth Management, Inc.	UNCHANGED	18,000	18,000	0	0%	$167.9K	$152.8K	-$15.1K	2026-10-09
Creative Planning	UNCHANGED	15,458	15,458	0	0%	$144.2K	$131.2K	-$13.0K	2026-11-02
Fifth Third Bancorp	INCREASED	14,110	7,110	+7,000	+98%	$66.3K	$119.8K	+$53.5K	2026-11-05
Fiera Capital Corp	DECREASED	13,928	104,292	-90,364	-87%	$973.0K	$118.2K	-$854.8K	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	12,786	12,786	0	0%	$119.2K	$108.6K	-$10.6K	2026-10-08
Plancorp, LLC	NEW	11,200	—	+11,200	—	—	$95.2K	—	2026-11-03
James Investment Research, Inc.	UNCHANGED	10,230	10,230	0	0%	$95.4K	$86.9K	-$8.6K	2026-10-22
Allworth Financial LP	UNCHANGED	7,500	7,500	0	0%	$70.0K	$70.0K	$0	2026-11-06
Parallel Advisors, LLC	UNCHANGED	4,655	4,655	0	0%	$43.4K	$39.5K	-$3.9K	2026-11-03
IFP Advisors, Inc	INCREASED	2,256	2,234	+22	+1%	$20.8K	$19.2K	-$1.7K	2026-10-16
Mather Group, Llc.	UNCHANGED	1,215	1,215	0	0%	$11.3K	$10.3K	-$1.0K	2026-10-14
Wolff Wiese Magana LLC	UNCHANGED	1,000	1,000	0	0%	$9.3K	$8.5K	-$840	2026-10-15
Plante Moran Financial Advisors, LLC	NEW	749	—	+749	—	—	$6.4K	—	2026-11-04
FNY Investment Advisers, LLC	UNCHANGED	500	500	0	0%	$4	$4	$0	2026-10-16
Mission Wealth Management, LP	CLOSED	0	19,222	-19,222	-100%	$179.3K	$0	-$179.3K	2026-10-15
Ackerman Capital Advisors, LLC	CLOSED	0	16,799	-16,799	-100%	$156.7K	$0	-$156.7K	2026-10-30
Cantor Fitzgerald Investment Advisors L.P.	CLOSED	0	11,772	-11,772	-100%	$109.8K	$0	-$109.8K	2026-10-21
UBS Group AG	N/A	—	2,170,465	-2,170,465	-100%	$20.3M	—	—	—
Morgan Stanley	N/A	—	1,668,903	-1,668,903	-100%	$15.6M	—	—	—
Advisors Asset Management, Inc.	N/A	—	977,089	-977,089	-100%	$9.1M	—	—	—
Guggenheim Capital LLC	N/A	—	684,431	-684,431	-100%	$6.4M	—	—	—
Wells Fargo & Company	N/A	—	305,316	-305,316	-100%	$2.8M	—	—	—
Bank of America Corp	N/A	—	165,245	-165,245	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	151,108	-151,108	-100%	$1.4M	—	—	—
Royal Bank of Canada	N/A	—	138,719	-138,719	-100%	$1.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	95,361	-95,361	-100%	$889.7K	—	—	—
First Foundation Advisors	N/A	—	94,232	-94,232	-100%	$879.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	93,713	-93,713	-100%	$874.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	63,431	-63,431	-100%	$591.8K	—	—	—
Mutual Advisors, LLC	N/A	—	55,895	-55,895	-100%	$521.5K	—	—	—
Summit Trail Advisors, LLC	N/A	—	45,186	-45,186	-100%	$421.6K	—	—	—
Arax Advisory Partners	N/A	—	34,918	-34,918	-100%	$325.8K	—	—	—
Cetera Investment Advisers	N/A	—	32,629	-32,629	-100%	$304.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	27,520	-27,520	-100%	$257.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	26,300	-26,300	-100%	$245.4K	—	—	—
MAI Capital Management	N/A	—	25,528	-25,528	-100%	$238.3K	—	—	—
HighTower Advisors, LLC	N/A	—	24,561	-24,561	-100%	$229.2K	—	—	—
Private Advisor Group, LLC	N/A	—	21,084	-21,084	-100%	$196.7K	—	—	—
PFG Investments, LLC	N/A	—	20,495	-20,495	-100%	$191.2K	—	—	—
Readystate Asset Management LP	N/A	—	18,061	-18,061	-100%	$168.5K	—	—	—
Osborne Partners Capital Management, LLC	N/A	—	17,000	-17,000	-100%	$158.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,128	-14,128	-100%	$131.8K	—	—	—
First Manhattan Co. Llc.	N/A	—	13,621	-13,621	-100%	$127.5K	—	—	—
Investor's Fiduciary Advisor Network, LLC	N/A	—	13,176	-13,176	-100%	$122.0K	—	—	—
Citadel Advisors LLC	N/A	—	12,863	-12,863	-100%	$120.0K	—	—	—
RB Capital Management, LLC	N/A	—	12,461	-12,461	-100%	$116.3K	—	—	—
Marex Group Ltd	N/A	—	11,793	-11,793	-100%	$110.0K	—	—	—
Garrison Point Advisors, LLC	N/A	—	10,000	-10,000	-100%	$93.3K	—	—	—

Showing 60 of 60 institutions