Nuveen Floating Rate IncomeJFR
13F holders, Q2 2026 (June 30)172holders −13
14new positions
27sold out
$7.67avg. 13F price*
At the end of Q2 2026, 172 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, down 13 from Q1 2026. 14 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($69.3M), Sit Investment Associates Inc. ($31.3M) and Congress Park Capital LLC ($26.7M).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.7M |
| Exits | 27 | $26.4M |
All 13F filers, Q1 2026 → Q2 2026: 6,665,911 shares bought and 6,851,916 shares sold, net −186,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Morgan Stanley | 0.00% | Add +48.8% | 9,031,373 | $69.3M |
| Sit Investment Associates Inc. | 0.59% | Reduce -12.0% | 4,082,097 | $31.3M |
| Congress Park Capital LLC | 7.20% | Add +11.4% | 3,477,794 | $26.7M |
| Loomis Sayles & Co. L P | 0.03% | Add +2.6% | 2,973,326 | $22.8M |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 2,935,750 | $22.5M |
| Penserra Capital Management LLC | 0.17% | Add +4.0% | 2,892,702 | $22.2M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 2,621,477 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 2,604,993 | $20.0M |
| Bank of America Corp. | 0.00% | Add +6.0% | 2,029,187 | $15.6M |
| Cyndeo Wealth Partners, LLC | 0.72% | Add +11.4% | 1,999,420 | $15.3M |
| Advisors Asset Management, Inc. | 0.21% | Add +17.7% | 1,827,295 | $14.0M |
| Guggenheim Capital LLC | 0.09% | Reduce -6.4% | 1,822,745 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 1,782,406 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 1,301,970 | $10.0M |
| 1607 Capital Partners, LLC | 0.81% | Reduce -43.7% | 1,218,608 | $9.3M |
| Thomas J. Herzfeld Advisors, Inc. | 2.62% | Add +55.9% | 1,111,921 | $8.5M |
| Icon Advisers Inc. | 1.42% | Reduce -43.4% | 971,097 | $7.4M |
| Kanen Wealth Management LLC | 1.80% | Add +17.9% | 959,147 | $7.4M |
| UBS Group AG | 0.00% | Reduce -0.2% | 912,982 | $7.0M |
| Cohen & Steers, Inc. | 0.01% | No change | 853,263 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 805,512 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.1% | 722,018 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.9% | 691,859 | $5.3M |
| Ethos Financial Group, LLC | 0.30% | Reduce -10.1% | 581,044 | $4.5M |
| Almitas Capital LLC | 0.80% | Add +5.7% | 435,208 | $3.3M |
| Coastal Bridge Advisors, LLC | 0.20% | Add +1.8% | 414,174 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -10.5% | 405,966 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 381,673 | $2.9M |
| GraniteShares Advisors LLC | 1.76% | Add +15.1% | 356,400 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.1% | 292,973 | $2.2M |
| International Assets Investment Management, LLC | 0.13% | Reduce -1.0% | 286,282 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +24.0% | 277,570 | $2.1M |
| Atlas Wealth LLC | 0.34% | New | 271,569 | $2.1M |
| Matisse Capital | 0.77% | No change | 250,000 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Add +2.4% | 245,449 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.4% | 234,220 | $1.8M |
| RFG Advisory, LLC | 0.03% | Reduce -5.3% | 227,248 | $1.7M |
| North Ground Capital | 2.05% | New | 222,501 | $1.7M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.4% | 216,825 | $1.7M |
| Kovack Advisors, Inc. | 0.08% | Add +23.5% | 208,325 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.4% | 204,292 | $1.6M |
| Hourglass Capital, LLC | 0.29% | Reduce -1.9% | 193,824 | $1.5M |
| Aviance Capital Partners, LLC | 0.15% | Reduce -6.1% | 187,284 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 174,914 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Add +19.3% | 149,412 | $1.1M |
| Choreo, LLC | 0.01% | Add +37.1% | 138,875 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.7% | 118,450 | $909K |
| Sigma Planning Corp | 0.02% | Add +15.6% | 113,279 | $869K |
| Melfa Wealth Management, Inc. | 0.44% | No change | 107,219 | $822K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.2% | 106,834 | $819K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 94,512 | $725K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.6% | 87,957 | $675K |
| CastleKnight Management LP | 0.02% | No change | 87,400 | $670K |
| Blackhawk Capital Partners, LLC | 0.19% | No change | 75,620 | $580K |
| Robinson Capital Management, LLC | 0.25% | No change | 73,895 | $567K |
| First Trust Advisors LP | 0.00% | Reduce -1.5% | 72,748 | $558K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -1.2% | 71,605 | $549K |
| Gill Capital Partners, LLC | 0.14% | Reduce -1.3% | 69,043 | $530K |
| &partners | 0.00% | Add +22.5% | 68,718 | $527K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 68,421 | $525K |
| XTX Topco Ltd | 0.01% | Reduce -34.2% | 68,111 | $522K |
| Cerity Partners LLC | 0.00% | Reduce -13.4% | 64,526 | $495K |
| Seelaus Asset Management LLC | 0.35% | Add +4.4% | 63,592 | $488K |
| Independent Financial Group, LLC | 0.01% | Reduce -21.1% | 63,591 | $488K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.1% | 62,823 | $482K |
| Virtus Investment Advisers, LLC | 0.10% | Reduce -22.6% | 57,539 | $441K |
| World Equity Group, Inc. | 0.10% | Add +10.8% | 57,298 | $439K |
| Stifel Financial Corp. | 0.00% | Reduce -9.7% | 56,669 | $435K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +20.1% | 54,980 | $422K |
| Oppenheimer & Co. Inc. | 0.00% | Add +9.7% | 54,139 | $415K |
| Collar Capital Management, LLC | 0.24% | Reduce -1.8% | 53,397 | $410K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 52,431 | $401K |
| CoreCap Advisors, LLC | 0.01% | Add +38.1% | 47,474 | $364K |
| Yakira Capital Management, Inc. | 0.11% | Reduce -39.1% | 47,378 | $363K |
| Focus Partners Wealth | 0.00% | Add +2.3% | 45,443 | $349K |
| Coquina Private Wealth LLC | 0.23% | Reduce -0.2% | 44,304 | $340K |
| Global Retirement Partners, LLC | 0.01% | — | 43,816 | $336K |
| Calamos Advisors LLC | 0.00% | Add +7.1% | 43,300 | $332K |
| Conning Inc. | 0.01% | No change | 43,050 | $330K |
| Fifth Third Bancorp | 0.00% | Add +80.3% | 41,800 | $321K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.8% | 41,091 | $315K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 40,838 | $313K |
| RVW Wealth, LLC | 0.02% | No change | 40,349 | $309K |
| Spire Wealth Management | 0.01% | Reduce -8.6% | 37,000 | $284K |
| Geneos Wealth Management Inc. | 0.01% | Add +5854.6% | 36,442 | $280K |
| E&G Advisors, LLC | 0.05% | Reduce -0.2% | 35,659 | $274K |
| Calton & Associates, Inc. | 0.04% | Add +5.3% | 33,125 | $254K |
| Closed-End Fund Advisors, Inc. | 0.25% | Add +1.7% | 32,942 | $253K |
| City of London Investment Management Co. Ltd. | 0.01% | Reduce -91.5% | 32,520 | $249K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.2% | 31,319 | $240K |
| Blueline Advisors LLC | 0.16% | Add +4.6% | 30,870 | $238K |
| HBK Sorce Advisory LLC | 0.00% | No change | 30,119 | $233K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 29,367 | $225K |
| Private Advisor Group, LLC | 0.00% | Reduce -55.3% | 29,157 | $224K |
| Boothbay Fund Management, LLC | 0.00% | Add +74.5% | 28,766 | $221K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +53.4% | 27,669 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.3% | 26,598 | $204K |
| M Holdings Securities, Inc. | 0.03% | New | 26,139 | $200K |
| Sheets Smith Wealth Management | 0.02% | No change | 26,010 | $199K |
| Centurion Wealth Management LLC | 0.04% | No change | 23,924 | $183K |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.