Who Owns NUVEEN CA DIVI ADV MUN (NAC)? -- Institutional Holders (2026-06-30)
148 institutions reported holding $311.4M of NUVEEN CA DIVI ADV MUN (NAC) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($84.0M), GUGGENHEIM CAPITAL LLC ($42.3M), WELLS FARGO & COMPANY/MN ($24.9M), Advisors Asset Management, Inc. ($22.7M), Rockefeller Capital Management L.P. ($15.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $84.0M | 6.9M | Added |
| 2 | GUGGENHEIM CAPITAL LLC | $42.3M | 3.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $24.9M | 2.1M | Added |
| 4 | Advisors Asset Management, Inc. | $22.7M | 1.9M | Added |
| 5 | Rockefeller Capital Management L.P. | $15.0M | 1.2M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $13.9M | 1.2M | Added |
| 7 | UBS Group AG | $11.0M | 906,262 | Trimmed |
| 8 | LPL Financial LLC | $7.4M | 611,995 | Added |
| 9 | Hennion & Walsh Asset Management, Inc. | $6.3M | 518,286 | Added |
| 10 | Ignite Planners, LLC | $5.8M | 476,800 | Added |
| 11 | Allianz Asset Management GmbH | $5.8M | 475,879 | Hold |
| 12 | AMERIPRISE FINANCIAL INC | $3.2M | 261,691 | Added |
| 13 | Sanctuary Advisors, LLC | $3.1M | 257,109 | Added |
| 14 | Private Advisor Group, LLC | $2.9M | 237,265 | New |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.7M | 219,110 | Added |
| 16 | WHITTIER TRUST CO | $2.6M | 211,287 | Added |
| 17 | PFG Investments, LLC | $2.4M | 199,004 | Added |
| 18 | Southland Equity Partners LLC | $2.2M | 184,440 | Added |
| 19 | OneDigital Investment Advisors LLC | $2.2M | 177,723 | Added |
| 20 | Royal Bank of Canada | $2.1M | 171,666 | Trimmed |
| 21 | Quantinno Capital Management LP | $2.0M | 161,512 | Added |
| 22 | DKM Wealth Management, Inc. | $1.7M | 142,401 | Hold |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 138,030 | Trimmed |
| 24 | MAI Capital Management | $1.4M | 117,564 | Added |
| 25 | Allworth Financial LP | $1.4M | 117,152 | Added |
Source: SEC Form 13F filings · as of 2026-06-30