NCA

Nuveen California Muni Val$9.21 0.43%
UnclassifiedUSCUSIP 67062C107· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
39
+4 QoQ
13F Value (tracked)
$71.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)11 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$9.21 0.43%5Y -13.8%
$7.64$8.51$9.38$10.24$11.1120212022202320242025202648368311510494135584754764654656745737467113
Hover for who · click for detailEnd-of-day closing prices52w $8.41 – $9.72
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Use NCA data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns NCA

This stock page is the Follow view. The Build view lets your agent query NCA owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NCA"
Ask your agent
Use Arkolith to show who owns NCA,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

39 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1UBS Group AG
$19.5M
2.1M
+16%
Added · +282K sh
Q1 2026
2MORGAN STANLEY
$15.6M
1.7M
−0.8%
Reduced · −13K sh
Q1 2026
3Advisors Asset Management, Inc.
$9.2M
982K
−8.3%
Reduced · −89K sh
Q1 2026
4GUGGENHEIM CAPITAL LLC
$6.5M
697K
+1.2%
Added · +8K sh
Q1 2026
5Hennion & Walsh Asset Management, Inc.
$4.0M
423K
+14%
Added · +53K sh
Q1 2026
6LPL Financial LLC
$2.7M
287K
+0.7%
Added · +2K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$2.6M
272K
−6.1%
Reduced · −18K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$1.5M
164K
+55%
Added · +58K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$1.3M
136K
−0.4%
Reduced · −536 sh
Q1 2026
10FIRST FOUNDATION ADVISORS
$1.1M
122K
+0.8%
Added · +1K sh
Q1 2026
11ROYAL BANK OF CANADA
$1.1M
115K
−15%
Reduced · −20K sh
Q1 2026
12Stratos Wealth Partners, LTD.
$740K
79K
+26%
Added · +17K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$626K
67K
+34%
Added · +17K sh
Q1 2026
14JONES FINANCIAL COMPANIES LLLP
$572K
63K
−6.2%
Reduced · −4K sh
Q1 2026
15Fiera Capital Corp
$504K
54K
New
+54K sh
Q1 2026
16Gerber Kawasaki Wealth & Investment Management
$494K
53K
+157%
Added · +32K sh
Q1 2026
17Mutual Advisors, LLC
$453K
48K
+22%
Added · +9K sh
Q1 2026
18D.A. DAVIDSON & CO.
$325K
35K
+18%
Added · +5K sh
Q1 2026
19Cetera Investment Advisers
$262K
28K
−28%
Reduced · −11K sh
Q1 2026
20Steward Partners Investment Advisory, LLC
$235K
25K
+51%
Added · +8K sh
Q1 2026
21HighTower Advisors, LLC
$230K
25K
−11%
Reduced · −3K sh
Q1 2026
22Summit Trail Advisors, LLC
$225K
24K
New
+24K sh
Q1 2026
23MAI Capital Management
$201K
21K
−12%
Reduced · −3K sh
Q1 2026
24Arax Advisory Partners
$164K
17K
−30%
Reduced · −8K sh
Q1 2026
25Creative Planning
$164K
17K
−6.4%
Reduced · −1K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
6
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

40 funds+5 since Q2 2022
02040Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $72.0M

Funds that own NCA also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT19 funds$6.9B
ALPHABET INC-CL AGOOGL19 funds$4.9B
BROADCOM INCAVGO19 funds$3.3B
META PLATFORMS INC-CLASS AMETA19 funds$2.8B
JOHNSON & JOHNSONJNJ19 funds$2.0B
JPMORGAN CHASE & COJPM19 funds$2.0B
MASTERCARD INC - AMA19 funds$1.9B
COSTCO WHOLESALE CORPCOST19 funds$1.6B
VISA INC-CLASS A SHARESV19 funds$1.5B
ASML HOLDING NV-NY REG SHSASML19 funds$1.4B
ORACLE CORPORCL19 funds$1.2B
UNITEDHEALTH GROUP INCUNH19 funds$1.2B

Ranked by how many of NCA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NCA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.