Institutional Ownership
Nuveen California Muni Vlu F
CUSIP 67062C107COM STKNCAQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
8.7%
Max % of class reported
Institutional Holders
58
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | Ubs Group AG | 13G | 5.4% | 1.79M | SEC |
| 2 | May 6, 2025 | Morgan Stanley | 13G | 5.2% | 1.73M | SEC |
| 3 | Feb 13, 2023 | First Trust Portfolios LP | 13G/A | 4.7% | 1.57M | SEC |
| 4 | Jan 14, 2022 | First Trust Portfolios LP | 13G/A | 8.7% | 2.89M | SEC |
| 5 | Jan 22, 2021 | First Trust Portfolios LP | 13G/A | 8.0% | 2.25M | SEC |
| 6 | Jan 24, 2020 | First Trust Portfolios LP | 13G/A | 6.5% | 1.81M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ubs Group AG | 2.07M | $19.46M |
| 2 | Morgan Stanley | 1.67M | $15.65M |
| 3 | Advisors Asset Management, Inc. | 982.0K | $9.21M |
| 4 | Guggenheim Capital LLC | 697.5K | $6.54M |
| 5 | Hennion & Walsh Asset Management, Inc. | 423.3K | $3.97M |
| 6 | Lpl Financial LLC | 287.2K | $2.69M |
| 7 | Wells Fargo & Company/Mn | 272.3K | $2.55M |
| 8 | Regatta Capital Group, LLC | 182.9K | $1.72M |
| 9 | Bank Of America Corp /De/ | 163.9K | $1.54M |
| 10 | Atlas Private Wealth Advisors | 149.9K | $1.41M |