Vault-13

NUVEEN CALIFORNIA MUNI VLU F NCA

COM STK · Closed-End Fund · CUSIP 67062C107

59 institutional holders +1 vs Q1 2026
8,873,6378.9m shares reported held*
$82.8mreported value*
7 new 26 added 7 reduced 6 sold out net bought ≈ $4.2m (+446.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 55Q4 22: 63Q1 23: 62Q2 23: 58Q3 23: 56Q4 23: 64Q1 24: 62Q2 24: 62Q3 24: 59Q4 24: 63Q1 25: 55Q2 25: 56Q3 25: 57Q4 25: 53Q1 26: 58Q2 26: 5959Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202255
Q4 202263
Q1 202362
Q2 202358
Q3 202356
Q4 202364
Q1 202462
Q2 202462
Q3 202459
Q4 202463
Q1 202555
Q2 202556
Q3 202557
Q4 202553
Q1 202658
Q2 202659

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 25 bought or addedQ3 24: 27 cut or sold outQ4 24: 27 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 27 cut or sold outQ2 25: 24 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 12 cut or sold outQ4 25: 20 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 28 bought or addedQ1 26: 19 cut or sold outQ2 26: 33 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242527
Q4 20242722
Q1 20252327
Q2 20252414
Q3 20252412
Q4 20252019
Q1 20262819
Q2 20263313

Biggest buyers

UBS Group AG Added +95,793+95.8k
Atlas Private Wealth Advisors Added +60,386+60.4k
Fiera Capital Corp Added +50,529+50.5k
Hennion & Walsh Asset Management, Inc. Added +38,762+38.8k
LPL Financial LLC Added +37,409+37.4k
WELLS FARGO & COMPANY/MN Added +33,037+33.0k
OSAIC HOLDINGS, INC. Added +26,966+27.0k
ROYAL BANK OF CANADA Added +23,645+23.6k
Summit Trail Advisors, LLC Added +21,207+21.2k
Private Advisor Group, LLC New +21,084+21.1k

Biggest sellers

Ducere Wealth Management LLC Sold out -60,822-60.8k
FIRST FOUNDATION ADVISORS Reduced -28,028-28.0k
Mariner, LLC Sold out -15,614-15.6k
GUGGENHEIM CAPITAL LLC Reduced -13,028-13.0k
Virtu Financial LLC Sold out -11,430-11.4k
Advisors Asset Management, Inc. Reduced -4,912-4.9k
SWEENEY & MICHEL, LLC Reduced -4,818-4.8k
Advisory Services Network, LLC Sold out -3,727-3.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -2,500-2.5k
Creative Planning Reduced -2,000-2.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
UBS Group AG 13G · institution +1.2 pts · filed 2026-08-03 6.6% +1.2 pts 2.2m≈ $20.3m 2026-08-03
MORGAN STANLEY 13G · institution new · filed 2025-05-06 5.2% new 1.7m≈ $16.1m 2025-05-06

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,170,4652.2m $20.3m $20.3m 0.00% Added +95.8k +95,793
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,668,9031.7m $15.6m $15.6m 0.00% Added +655 +655
3 Advisors Asset Management, Inc. 0.14% of their portfolio Monument, CO 977,089977.1k $9.1m $9.1m 0.14% Reduced -4.9k -4,912
4 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 684,431684.4k $6.4m $6.4m 0.04% Reduced -13.0k -13,028
5 Hennion & Walsh Asset Management, Inc. 0.12% of their portfolio Parsippany, NJ 462,105462.1k $4.3m $4.3m 0.12% Added +38.8k +38,762
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 324,657324.7k $3.0m $3.0m 0.00% Added +37.4k +37,409
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 305,316305.3k $2.8m $2.8m 0.00% Added +33.0k +33,037
8 Atlas Private Wealth Advisors 0.43% of their portfolio RED BANK, NJ 210,292210.3k $2.0m $2.0m 0.43% Added +60.4k +60,386
9 REGATTA CAPITAL GROUP, LLC 0.23% of their portfolio EL SEGUNDO, CA 182,877182.9k $1.7m $1.7m 0.23% Unchanged
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 165,245165.2k $1.5m $1.5m 0.00% Added +1.3k +1,330
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 151,108151.1k $1.4m $1.4m 0.00% Added +15.4k +15,386
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 138,719138.7k $1.3m $1.3m 0.00% Added +23.6k +23,645
13 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 104,292104.3k $973.0k $973.0k 0.00% Added +50.5k +50,529
14 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 95,36195.4k $889.7k $889.7k 0.01% Added +16.4k +16,420
15 FIRST FOUNDATION ADVISORS 0.03% of their portfolio Irvine, CA 94,23294.2k $879.2k $879.2k 0.03% Reduced -28.0k -28,028
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 93,71393.7k $874.4k $874.4k 0.00% Added +27.0k +26,966
17 MELFA WEALTH MANAGEMENT, INC. 0.41% of their portfolio WESTBOROUGH, MA 80,94980.9k $755.3k $755.3k 0.41% Reduced -152 -152
18 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 66,02266.0k $616.0k $616.0k 0.02% Added +13.4k +13,368
19 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 65,00465.0k $606.0k $606.0k 0.02% Added +13.1k +13,100
20 SWEENEY & MICHEL, LLC 0.15% of their portfolio CHICO, CA 64,70464.7k $589.4k $589.4k 0.15% Reduced -4.8k -4,818
21 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 63,43163.4k $591.8k $591.8k 0.00% Added +120 +120
22 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 55,89555.9k $521.5k $521.5k 0.01% Added +7.6k +7,637
23 Sterling Group Wealth Management, LLC 0.21% of their portfolio PASADENA, CA 53,99354.0k $503.8k $503.8k 0.21% Unchanged
24 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 45,18645.2k $421.6k $421.6k 0.01% Added +21.2k +21,207
25 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 40,00040.0k $373.2k $373.2k 0.05% Unchanged
26 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 34,91834.9k $325.8k $325.8k 0.00% Added +17.5k +17,459
27 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 33,00733.0k $308.0k $308.0k 0.00% Reduced -1.6k -1,650
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 32,62932.6k $304.4k $304.4k 0.00% Added +4.7k +4,746
29 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,52027.5k $257.0k $257.0k 0.00% Added +119 +119
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 26,30026.3k $245.4k $245.4k 0.00% Added +1.3k +1,300
31 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 25,52825.5k $238.3k $238.3k 0.00% Added +4.1k +4,065
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,56124.6k $229.2k $229.2k 0.00% Unchanged
33 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,08421.1k $196.7k $196.7k 0.00% New
34 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 20,49520.5k $191.2k $191.2k 0.01% Added +10.2k +10,164
35 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 19,22219.2k $179.3k $179.3k 0.00% New
36 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 18,06118.1k $168.5k $168.5k 0.01% New
37 DKM Wealth Management, Inc. 0.11% of their portfolio STOCKTON, CA 18,00018.0k $167.9k $167.9k 0.11% Unchanged
38 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,00017.0k $158.6k $158.6k 0.01% Unchanged
39 Ackerman Capital Advisors, LLC 0.03% of their portfolio DALLAS, TX 16,79916.8k $156.7k $156.7k 0.03% New
40 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,45815.5k $144.2k $144.2k 0.00% Reduced -2.0k -2,000
41 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,12814.1k $131.8k $131.8k 0.00% Added +1.7k +1,704
42 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 13,62113.6k $127.5k $127.5k 0.00% Unchanged
43 Investor's Fiduciary Advisor Network, LLC 0.04% of their portfolio SNOQUALMIE, WA 13,17613.2k $122.0k $122.0k 0.04% Unchanged
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,86312.9k $120.0k $120.0k 0.00% New
45 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,78612.8k $119.2k $119.2k 0.00% Unchanged
46 RB Capital Management, LLC 0.02% of their portfolio RENO, NV 12,46112.5k $116.3k $116.3k 0.02% Added +43 +43
47 Marex Group Ltd 0.00% of their portfolio London, X0 11,79311.8k $110.0k $110.0k 0.00% New
48 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.01% of their portfolio NEW YORK, NY 11,77211.8k $109.8k $109.8k 0.01% Unchanged
49 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,90110.9k $101.7k $101.7k 0.00% Unchanged
50 JAMES INVESTMENT RESEARCH, INC. 0.01% of their portfolio ALPHA, OH 10,23010.2k $95.4k $95.4k 0.01% Unchanged
51 GARRISON POINT ADVISORS, LLC 0.04% of their portfolio Walnut Creek, CA 10,00010.0k $93.3k $93.3k 0.04% Unchanged
52 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 7,5007.5k $70.0k $70.0k 0.00% Unchanged
53 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,1107.1k $66.3k $66.3k 0.00% Unchanged
54 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,6554.7k $43.4k $43.4k 0.00% Unchanged
55 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2342.2k $20.8k $20.8k 0.00% Added +21 +21
56 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,2151.2k $11.3k $11.3k 0.00% Unchanged
57 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,1211.1k $10.5k $10.5k 0.00% New
58 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 1,0001.0k $9.3k $9.3k 0.00% Unchanged
59 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 500500 $4.0k $4.0k 0.00% Unchanged