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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 67062C107

NUVEEN CALIFORNIA MUNI VLU F

97 institutions · $81.9M total · 9,304,043 shares · NU

#ManagerSharesValue% of TotalPeriod
1UBS Group AG1,792,954$16.0M19.27%2025-12-31
2MORGAN STANLEY1,681,134$15.0M18.06%2025-12-31
3Advisors Asset Management, Inc.1,070,770$9.6M11.50%2025-12-31
4GUGGENHEIM CAPITAL LLC689,260$6.2M7.40%2025-12-31
5Hennion & Walsh Asset Management, Inc.370,139$3.3M3.97%2025-12-31
6LPL Financial LLC285,143$2.6M3.06%2025-12-31
71607 Capital Partners, LLC255,520$2.3M2.74%2025-09-30
8RIVERNORTH CAPITAL MANAGEMENT, LLC251,339$2.1M2.70%2024-12-31
9WELLS FARGO & COMPANY/MN174,079$1.6M1.87%2025-12-31
10WOLVERINE ASSET MANAGEMENT LLC142,542$1.2M1.53%2025-03-31
11REGATTA CAPITAL GROUP, LLC136,682$1.2M1.46%2025-12-31
12Royal Bank of Canada134,623$1.2M1.44%2025-12-31
13FIRST FOUNDATION ADVISORS119,258$1.1M1.28%2025-12-31
14BANK OF AMERICA CORP /DE/105,577$944.9K1.13%2025-12-31
15Logan Stone Capital, LLC92,578$800.8K0.99%2025-03-31
16Raymond James Financial Services Advisors, Inc.85,593$780.6K0.91%2024-09-30
17Atlas Private Wealth Advisors85,533$765.5K0.91%2025-12-31
18MELFA WEALTH MANAGEMENT, LLC81,101$725.9K0.87%2025-12-31
19Allspring Global Investments Holdings, LLC78,905$702.3K0.84%2025-09-30
20SWEENEY & MICHEL, LLC69,436$663.1K0.74%2025-12-31
21RAYMOND JAMES FINANCIAL INC71,391$638.9K0.76%2025-12-31
22RAYMOND JAMES & ASSOCIATES66,879$609.9K0.71%2024-09-30
23JONES FINANCIAL COMPANIES LLLP67,462$603.8K0.72%2025-12-31
24Stratos Wealth Partners, LTD.62,429$558.7K0.67%2025-12-31
25Ducere Wealth Management LLC60,822$544.4K0.65%2025-12-31
26Atria Wealth Solutions, Inc.63,098$533.2K0.67%2024-12-31
27Sterling Group Wealth Management, LLC53,993$483.2K0.58%2025-12-31
28READYSTATE ASSET MANAGEMENT LP56,459$477.1K0.60%2024-12-31
29Fortress Wealth Management, Inc.51,160$466.6K0.54%2024-09-30
30ADVISOR GROUP HOLDINGS, INC.49,792$445.6K0.53%2025-12-31
31Arlington Financial Advisors, LLC40,000$358.0K0.42%2025-12-31
32Mutual Advisors, LLC39,527$353.8K0.42%2025-12-31
33Cetera Investment Advisers38,892$348.1K0.41%2025-12-31
34NOMURA HOLDINGS INC40,500$342.2K0.43%2024-12-31
35D.A. DAVIDSON & CO.29,347$262.7K0.31%2025-12-31
36Miracle Mile Advisors, LLC27,000$246.2K0.29%2024-09-30
37HighTower Advisors, LLC27,511$246.2K0.29%2025-12-31
38CITADEL ADVISORS LLC27,191$243.4K0.29%2025-12-31
39US BANCORP \DE\25,867$230.2K0.27%2025-09-30
40SRS Capital Advisors, Inc.25,011$223.8K0.26%2025-12-31
41MISSION WEALTH MANAGEMENT, LP24,000$218.9K0.25%2024-09-30
42MAI Capital Management24,300$217.5K0.26%2025-12-31
43Schechter Investment Advisors, LLC25,011$216.3K0.26%2025-03-31
44LANDSCAPE CAPITAL MANAGEMENT, L.L.C.24,990$216.2K0.26%2025-03-31
45Sanctuary Advisors, LLC22,358$200.1K0.24%2025-12-31
46WEALTHGARDEN F.S. LLC20,955$191.1K0.22%2024-09-30
47NWAM LLC20,955$186.5K0.22%2025-12-31
48Gerber Kawasaki Wealth & Investment Management20,500$183.5K0.22%2025-12-31
49DEUTSCHE BANK AG\19,537$175.8K0.20%2025-06-30
50Creative Planning18,659$167.0K0.20%2025-12-31
51MGO ONE SEVEN LLC18,136$165.4K0.19%2024-09-30
52DKM Wealth Management, Inc.18,000$161.1K0.19%2025-12-31
53OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC17,000$152.2K0.18%2025-12-31
54Steward Partners Investment Advisory, LLC16,606$148.6K0.17%2025-12-31
55SUSQUEHANNA INTERNATIONAL GROUP, LLP15,642$140.0K0.16%2025-12-31
56IEQ CAPITAL, LLC15,000$134.3K0.16%2025-12-31
57Cerity Partners LLC13,818$126.0K0.14%2024-09-30
58FIRST MANHATTAN CO13,621$121.9K0.14%2025-12-31
59RB Capital Management, LLC12,877$115.2K0.13%2025-12-31
60Farther Finance Advisors, LLC12,786$114.4K0.13%2025-12-31
61SUMMITRY LLC12,500$111.3K0.13%2025-09-30
62CANTOR FITZGERALD INVESTMENT ADVISORS L.P.11,772$105.4K0.12%2025-12-31
63Watts Gwilliam & Co., LLC11,700$104.1K0.12%2025-09-30
64COMMONWEALTH EQUITY SERVICES, LLC11,330$101.4K0.12%2025-12-31
65CI Private Wealth, LLC10,901$97.6K0.11%2025-12-31
66Perigon Wealth Management, LLC10,560$96.3K0.11%2024-09-30
67PFG Investments, LLC10,269$91.9K0.11%2025-12-31
68Coastal Investment Advisors, Inc.10,562$91.6K0.11%2024-06-30
69JAMES INVESTMENT RESEARCH INC10,230$91.6K0.10%2025-12-31
70GARRISON POINT ADVISORS, LLC10,000$89.5K0.10%2025-12-31
71Bank of New York Mellon Corp10,068$85.1K0.10%2024-12-31
72Allworth Financial LP7,500$67.1K0.08%2025-12-31
73COMERICA BANK7,110$63.6K0.07%2025-12-31
74NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,219$62.6K0.07%2024-06-30
75Parallel Advisors, LLC4,655$41.7K0.05%2025-12-31
76Van Hulzen Asset Management, LLC4,634$39.2K0.04%2024-12-31
77Elequin Securities, LLC4,619$39.0K0.04%2024-12-31
78Tortoise Investment Management, LLC3,830$34.1K0.04%2025-09-30
79Advisory Services Network, LLC3,727$33.2K0.04%2025-09-30
80Hexagon Capital Partners LLC3,637$31.5K0.03%2024-06-30
81IFP Advisors, Inc2,370$21.6K0.02%2024-12-31
82Scarborough Advisors, LLC2,250$19.5K0.02%2024-06-30
83JPMORGAN CHASE & CO1,987$17.8K0.02%2024-12-31
84Caitlin John, LLC1,900$16.5K0.02%2024-12-31
85WFA of San Diego, LLC1,500$13.4K0.01%2025-12-31
86WEDBUSH SECURITIES INC35,764$3200.38%2025-12-31
87PNC Financial Services Group, Inc.33$2790.00%2024-12-31
88Janney Montgomery Scott LLC27,327$2450.29%2025-12-31
89Virtu Financial LLC15,641$1400.16%2025-12-31
90HRT FINANCIAL LP15,287$1290.16%2024-12-31
91Investor's Fiduciary Advisor Network, LLC13,176$1170.14%2025-12-31
92Cambridge Investment Research Advisors, Inc.12,304$1070.13%2024-06-30
93Financial Network Wealth Management LLC2,999$260.03%2025-03-31
94Capital Analysts, LLC2,934$250.03%2025-06-30
95FNY Investment Advisers, LLC500$40.00%2025-12-31
96HOLLENCREST CAPITAL MANAGEMENT0$00.00%2024-12-31
97CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30