NCA

Nuveen California Muni ValETF$9.09 0.33%
UnclassifiedUSCUSIP 67062C107· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
52
-34 QoQ
13F Value (tracked)
$76.5M
13F Moves · latest Q
11 added
4 trimmed
Recent Filings
0

Price & smart-money activity

$9.09 0.33%5Y -15.8%
$7.58$8.46$9.35$10.24$11.122021202220232024202520263683115104941355847547646546567457384771243
Hover for who · click for detailEnd-of-day closing prices52w $8.43 – $9.72

Who owns NCA?

52 tracked 13F filers

52 tracked 13F filers disclose a position in NCA as of the latest SEC 13F filings, a combined $76.5M in reported value. 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.

#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.
$4.3M
462K
+9.2%
Added · +39K sh
Q2 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
8Atlas Private Wealth Advisors
$2.0M
210K
+40%
Added · +60K sh
Q2 2026
9BANK OF AMERICA CORP /DE/
$1.5M
164K
+55%
Added · +58K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$1.3M
136K
−0.4%
Reduced · −536 sh
Q1 2026
11FIRST FOUNDATION ADVISORS
$1.1M
122K
+0.8%
Added · +1K sh
Q1 2026
12ROYAL BANK OF CANADA
$1.1M
115K
−15%
Reduced · −20K sh
Q1 2026
13MELFA WEALTH MANAGEMENT, INC.
$755K
81K
−0.2%
Reduced · −152 sh
Q2 2026
14Stratos Wealth Partners, LTD.
$740K
79K
+26%
Added · +17K sh
Q1 2026
15OSAIC HOLDINGS, INC.
$626K
67K
+34%
Added · +17K sh
Q1 2026
16JONES FINANCIAL COMPANIES LLLP
$572K
63K
−6.2%
Reduced · −4K sh
Q1 2026
17Sterling Group Wealth Management, LLC
$504K
54K
Held
Q2 2026
18Fiera Capital Corp
$504K
54K
New
+54K sh
Q1 2026
19Gerber Kawasaki Wealth & Investment Management
$494K
53K
+157%
Added · +32K sh
Q1 2026
20Mutual Advisors, LLC
$453K
48K
+22%
Added · +9K sh
Q1 2026
21Arlington Financial Advisors, LLC
$373K
40K
Held
Q2 2026
22D.A. DAVIDSON & CO.
$308K
33K
−4.8%
Reduced · −2K sh
Q2 2026
23Cetera Investment Advisers
$262K
28K
−28%
Reduced · −11K sh
Q1 2026
24Steward Partners Investment Advisory, LLC
$235K
25K
+51%
Added · +8K sh
Q1 2026
25HighTower Advisors, LLC
$230K
25K
−11%
Reduced · −3K 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.

Is NCA being bought or sold by institutions?

Last quarter, 5 funds opened a new position in NCA and 6 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
6
funds
Reduced
4
funds
Exited
0
funds

Funds that own NCA also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT22 funds$3.2B
APPLE INCAAPL22 funds$2.8B
ALPHABET INC-CL AGOOGL22 funds$2.8B
BROADCOM INCAVGO22 funds$1.1B
JOHNSON & JOHNSONJNJ22 funds$1.0B
JPMORGAN CHASE & COJPM22 funds$612.3M
EXXON MOBIL CORPXOM22 funds$405.2M
CHEVRON CORPCVX22 funds$372.0M
HOME DEPOT INCHD22 funds$253.5M
NVIDIA CORPNVDA21 funds$2.0B
AMAZON.COM INCAMZN21 funds$1.6B
MASTERCARD INC - AMA21 funds$1.2B

Ranked by how many of NCA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

16 funds-25 since Q3 2024
02550Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $9.4M

Recent filings

0 shown

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

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Connected entities for NCA

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Ask your agent what changed in NCA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NCA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NCA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + 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.