Nuveen California Muni Val
$9.09-0.2%
+$4.7M
Net Activity
-11.78% total shares
Institutions Holding
58
Popularity Rank
#5790
Avg Weight
0.03%
Total Value
$68.7M
58 institutions currently hold NCA, with 34 net buyers and 12 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
12
Net Buying Institutions
34
Top 5 by Value
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Across its top 20 institutional holders, NCA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 18/100).
NCA ranks #5790 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
58 institutions disclose a position in NCA, but none treat it as a major bet — even Atlas Private Wealth Advisors, its most concentrated holder, allocates just 0.4% of its own portfolio to it.
UBS Group AG has added to its NCA position for two straight quarters, increasing it by $4.2M to reach $20.3M today.
Sweeney & Michel, LLC has trimmed its NCA position for two straight quarters, cutting it by $73.7K while still holding $589.4K.
NCA is down 0.2% today, but institutions show net buying of $4.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$5.2M
Total Buy Value
$1.4M
Total Sell Value
34
Net Buyers
12
Net Sellers
NCA
Q2 2026
Top 5 Institutional Movers
-$9.2M
+$790.0K
-$570.5K
+$555.9K
NCA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| UBS Group AG | 13G/A | 2026-08-03 | 6.6% |
No Form 8-K filings for this ticker
67062C107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access NCA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/NCACLI
npx alphasmo stocks get NCA