CHICAGO, IL
NUVEEN CALIFORNIA MUNICIPAL VALUE FUNDNCA— Latest position per institution from SEC 13F filings
15
Institutional holders
8.57M
Total shares held
78.71M
Estimated value
428.26K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
2.17M
Value
20.25M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.67M
Value
15.57M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
977.09K
Value
9.12M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
684.43K
Value
6.39M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
491.63K
Value
4.17M
Filed
Sep 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
324.66K
Value
3.03M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
305.32K
Value
2.85M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
255.52K
Value
2.27M
Filed
Sep 30, 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
251.34K
Value
2.12M
Filed
Dec 31, 2024
REGATTA CAPITAL GROUP, LLC
CIK 1911488
Shares
182.88K
Value
1.55M
Filed
Sep 30, 2026
ATLAS PRIVATE WEALTH ADVISORS
CIK 1814234
Shares
175.24K
Value
1.49M
Filed
Sep 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
165.25K
Value
1.54M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
151.11K
Value
1.41M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
142.54K
Value
1.23M
Filed
Mar 31, 2025
ROYAL BANK OF CANADA
CIK 1000275
Shares
138.72K
Value
1.29M
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
104.29K
Value
973.04K
Filed
Jun 30, 2026
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
95.36K
Value
889.72K
Filed
Jun 30, 2026
FIRST FOUNDATION ADVISORS
CIK 1086763
Shares
94.23K
Value
879.18K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
93.71K
Value
874.35K
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
92.58K
Value
800.80K
Filed
Mar 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 2.17M | 20.25M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.67M | 15.57M | Jun 30, 2026 |
| 3 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 977.09K | 9.12M | Jun 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 684.43K | 6.39M | Jun 30, 2026 |
| 5 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 491.63K | 4.17M | Sep 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 324.66K | 3.03M | Jun 30, 2026 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 305.32K | 2.85M | Jun 30, 2026 |
| 8 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 255.52K | 2.27M | Sep 30, 2025 |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 251.34K | 2.12M | Dec 31, 2024 |
| 10 | REGATTA CAPITAL GROUP, LLC | 1911488 | 182.88K | 1.55M | Sep 30, 2026 |
| 11 | ATLAS PRIVATE WEALTH ADVISORS | 1814234 | 175.24K | 1.49M | Sep 30, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 165.25K | 1.54M | Jun 30, 2026 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 151.11K | 1.41M | Jun 30, 2026 |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 142.54K | 1.23M | Mar 31, 2025 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 138.72K | 1.29M | Jun 30, 2026 |
| 16 | FIERA CAPITAL CORP | 1505817 | 104.29K | 973.04K | Jun 30, 2026 |
| 17 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 95.36K | 889.72K | Jun 30, 2026 |
| 18 | FIRST FOUNDATION ADVISORS | 1086763 | 94.23K | 879.18K | Jun 30, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 93.71K | 874.35K | Jun 30, 2026 |
| 20 | LOGAN STONE CAPITAL, LLC | 1535521 | 92.58K | 800.80K | Mar 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.