Nuveen Floating Rate IncomeJFR
13F holders, Q2 2025 (June 30)168holders −3
11new positions
14sold out
$8.48avg. 13F price*
At the end of Q2 2025, 168 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, down 3 from Q1 2025. 11 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($64.6M), Sit Investment Associates Inc. ($50.7M) and Mariner Investment Group LLC ($33.5M).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.9M |
| Exits | 14 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,383,743 shares bought and 2,690,427 shares sold, net −306,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Morgan Stanley | 0.00% | Add +0.6% | 7,622,877 | $64.6M |
| Sit Investment Associates Inc. | 1.08% | Reduce -8.6% | 5,988,753 | $50.7M |
| Mariner Investment Group LLC | 12.25% | Reduce -17.3% | 3,959,544 | $33.5M |
| Congress Park Capital LLC | 7.83% | Add +16.4% | 2,818,767 | $23.9M |
| LPL Financial LLC | 0.01% | Add +1.9% | 2,792,247 | $23.7M |
| Invesco Ltd. | 0.00% | Add +0.8% | 2,683,125 | $22.7M |
| Bank of America Corp. | 0.00% | Add +4.2% | 2,547,116 | $21.6M |
| Guggenheim Capital LLC | 0.14% | Add +4.8% | 2,089,952 | $17.7M |
| Penserra Capital Management LLC | 0.25% | Add +3.0% | 2,086,378 | $17.7M |
| Cyndeo Wealth Partners, LLC | 0.91% | Add +25.2% | 1,808,320 | $15.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 1,357,250 | $11.5M |
| Thomas J. Herzfeld Advisors, Inc. | 4.02% | Add +13.5% | 1,331,047 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 1,167,755 | $9.9M |
| Advisors Asset Management, Inc. | 0.17% | Add +3.2% | 1,128,692 | $9.6M |
| UBS Group AG | 0.00% | Add +7.0% | 984,051 | $8.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.5% | 979,638 | $8.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 853,263 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 717,177 | $6.1M |
| Ethos Financial Group, LLC | 0.51% | Reduce -4.4% | 700,086 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 637,244 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 627,954 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 612,455 | $5.2M |
| Coastal Bridge Advisors, LLC | 0.38% | Reduce -5.4% | 535,006 | $4.5M |
| Yakira Capital Management, Inc. | 1.36% | Reduce -30.9% | 432,247 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.7% | 393,471 | $3.3M |
| Icon Advisers Inc. | 0.75% | Reduce -36.6% | 385,191 | $3.3M |
| RFG Advisory, LLC | 0.08% | Add +0.3% | 384,971 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +10.6% | 359,399 | $3.0M |
| GraniteShares Advisors LLC | 1.62% | Add +6.7% | 310,253 | $2.6M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -2.6% | 259,161 | $2.5M |
| International Assets Investment Management, LLC | 0.19% | Add +11.6% | 282,433 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +5.0% | 253,232 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 236,866 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +8.4% | 220,059 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Add +130.1% | 191,938 | $1.6M |
| Bank of Montreal | 0.00% | Add +10.6% | 191,695 | $1.6M |
| Aviance Capital Partners, LLC | 0.19% | Reduce -2.0% | 174,449 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -10.3% | 160,075 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.4% | 148,127 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.3% | 145,407 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 143,818 | $1.2M |
| Kanen Wealth Management LLC | 0.45% | New | 138,450 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 131,286 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.6% | 128,855 | $1.1M |
| Bramshill Investments, LLC | 0.10% | Add +0.8% | 112,075 | $949K |
| Independent Financial Group, LLC | 0.03% | Add +1.0% | 110,389 | $935K |
| Andrew Hill Investment Advisors, Inc. | 0.74% | Reduce -25.4% | 108,134 | $916K |
| Melfa Wealth Management, Inc. | 0.57% | No change | 107,234 | $908K |
| Virtus Investment Advisers, LLC | 0.30% | Reduce -18.8% | 106,150 | $899K |
| Advisory Services Network, LLC | 0.01% | Add +8.9% | 105,501 | $899K |
| Harbour Investments, Inc. | 0.02% | Add +9.9% | 100,898 | $855K |
| Gill Capital Partners, LLC | 0.26% | Reduce -3.0% | 95,687 | $810K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.4% | 94,945 | $804K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -55.7% | 94,280 | $799K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 93,438 | $791K |
| Shaker Financial Services, LLC | 0.27% | Reduce -16.6% | 86,857 | $743K |
| Kovack Advisors, Inc. | 0.07% | Add +47.3% | 87,579 | $742K |
| Sigma Planning Corp | 0.02% | Reduce -8.3% | 86,889 | $736K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 81,774 | $696K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.2% | 78,780 | $667K |
| Stifel Financial Corp. | 0.00% | Add +20.4% | 78,614 | $666K |
| Kestra Advisory Services, LLC | 0.00% | Add +146.5% | 71,767 | $608K |
| Edgemoor Investment Advisors, Inc. | 0.05% | Reduce -4.0% | 71,577 | $606K |
| Seelaus Asset Management LLC | 0.53% | Add +0.3% | 69,041 | $585K |
| XTX Topco Ltd | 0.02% | Add +1.7% | 63,998 | $542K |
| Jane Street Group, LLC | 0.00% | Add +51.4% | 63,664 | $539K |
| Robinson Capital Management, LLC | 0.22% | No change | 60,480 | $512K |
| North Ground Capital | 0.65% | Reduce -28.3% | 60,460 | $510K |
| Collar Capital Management, LLC | 0.41% | Reduce -1.0% | 57,955 | $491K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 57,730 | $489K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 57,257 | $485K |
| First Trust Advisors LP | 0.00% | New | 57,247 | $485K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.4% | 56,021 | $474K |
| Financial & Tax Architects, LLC | 0.11% | Add +182.7% | 53,034 | $449K |
| Readystate Asset Management LP | 0.03% | New | 46,975 | $398K |
| Spire Wealth Management | 0.01% | Add +338.6% | 46,050 | $390K |
| NWF Advisory Services Inc. | 0.04% | Add +9.6% | 44,101 | $374K |
| World Equity Group, Inc. | 0.10% | Add +7.1% | 43,973 | $372K |
| Calton & Associates, Inc. | 0.06% | Add +5.0% | 43,420 | $368K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.7% | 43,145 | $365K |
| Conning Inc. | 0.01% | No change | 43,050 | $365K |
| Fortitude Advisory Group L.L.C. | 0.21% | No change | 42,687 | $362K |
| RVW Wealth, LLC | 0.03% | No change | 40,349 | $342K |
| Cerity Partners LLC | 0.00% | Reduce -24.6% | 39,826 | $337K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 38,180 | $323K |
| E&G Advisors, LLC | 0.08% | Reduce -1.6% | 37,619 | $319K |
| ORG Partners LLC | 0.07% | Reduce -0.5% | 36,485 | $310K |
| Sheets Smith Wealth Management | 0.04% | No change | 36,010 | $305K |
| City of London Investment Management Co. Ltd. | 0.03% | Add +17.0% | 35,523 | $301K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 33,160 | $281K |
| Mission Wealth Management, LP | 0.01% | Reduce -4.3% | 32,953 | $279K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.4% | 32,014 | $271K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -9.7% | 30,895 | $262K |
| Next Capital Management LLC | 0.09% | New | 29,789 | $252K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.7% | 29,228 | $248K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.1% | 28,055 | $238K |
| Diversify Wealth Management, LLC | 0.01% | No change | 27,201 | $231K |
| Wedbush Securities Inc. | 0.01% | Reduce -36.2% | 27,116 | $230K |
| Accredited Investor Services, LLC | 0.17% | Add +0.6% | 26,605 | $225K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 25,663 | $217K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 25,050 | $212K |
| Private Advisor Group, LLC | 0.00% | Add +4.9% | 24,505 | $208K |
| Centurion Wealth Management LLC | 0.06% | No change | 23,924 | $203K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +4.2% | 23,914 | $203K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -38.8% | 23,631 | $201K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.8% | 22,139 | $188K |
| D.A. Davidson & Co. | 0.00% | Reduce -20.8% | 22,064 | $187K |
| Shulman DeMeo Asset Management LLC | 0.05% | Reduce -0.2% | 21,639 | $183K |
| Merit Financial Group, LLC | 0.00% | Add +13.7% | 20,076 | $170K |
| Grove Bank & Trust | 0.02% | Reduce -60.0% | 20,000 | $169K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 19,382 | $164K |
| Captrust Financial Advisors | 0.00% | Reduce -22.6% | 18,274 | $155K |
| Investment Advisory Group, LLC | 0.05% | No change | 18,001 | $152K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 17,614 | $149K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.0% | 17,586 | $149K |
| QSV Equity Investors LLC | 0.15% | No change | 16,576 | $140K |
| Camelot Portfolios, LLC | 0.08% | No change | 16,550 | $140K |
| Comerica Bank | 0.00% | Reduce -56.6% | 16,530 | $140K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 15,287 | $129K |
| ProVise Management Group, LLC | 0.01% | No change | 15,194 | $129K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 15,000 | $127K |
| Trilogy Capital Inc. | 0.01% | No change | 14,967 | $127K |
| Summit Financial, LLC | 0.00% | New | 14,091 | $121K |
| Platform Technology Partners | 0.03% | No change | 14,051 | $119K |
| Level Four Advisory Services, LLC | 0.00% | Add +2.4% | 14,032 | $119K |
| Westbourne Investments, Inc. | 0.06% | Add +7.7% | 13,950 | $118K |
| StoneX Group Inc. | 0.01% | Reduce -43.2% | 13,862 | $117K |
| MML Investors Services, LLC | 0.00% | Reduce -38.3% | 13,568 | $115K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -26.2% | 13,412 | $114K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.1% | 13,364 | $113K |
| Burford Brothers, Inc. | 0.05% | No change | 13,070 | $111K |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.7% | 12,014 | $102K |
| GM Advisory Group, LLC | 0.01% | No change | 11,950 | $101K |
| Wealth Alliance Advisory Group, LLC | 0.02% | No change | 11,741 | $99K |
| MGB Wealth Management, LLC | 0.03% | Reduce -52.1% | 11,349 | $96K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,432 | $88K |
| Ieq Capital, LLC | 0.00% | No change | 10,378 | $88K |
| Elequin Capital, LP | 0.03% | New | 9,346 | $79K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +15.0% | 8,417 | $71K |
| Principal Securities, Inc. | 0.00% | Add +9.5% | 6,216 | $53K |
| Hollencrest Capital Management | 0.00% | Add +3.1% | 5,963 | $51K |
| Allworth Financial LP | 0.00% | Add +77.5% | 4,919 | $42K |
| Park Square Financial Group, LLC | 0.03% | No change | 4,508 | $38K |
| CoreFirst Bank & Trust | 0.02% | New | 3,742 | $32K |
| WPG Advisers, LLC | 0.03% | Reduce -18.4% | 3,734 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -72.3% | 3,518 | $30K |
| Binnacle Investments Inc | 0.02% | No change | 3,337 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2,960 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 2,467 | $21K |
| Bokf, NA | 0.00% | No change | 2,376 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $17K |
| US Bancorp \de | 0.00% | Reduce -56.9% | 2,000 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 1,985 | $17K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,823 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +94.0% | 1,688 | $14K |
| Byrne Asset Management LLC | 0.01% | Add +150.2% | 1,666 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 1,578 | $13K |
| Cwm, LLC | 0.00% | Reduce -25.4% | 1,405 | $12K |
| FNY Investment Advisers, LLC | 0.00% | No change | 1,200 | $10K |
| Ameriflex Group, Inc. | 0.00% | Reduce -67.0% | 1,111 | $9K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 965 | $8K |
| Larson Financial Group LLC | 0.00% | New | 570 | $5K |
| Blue Trust, Inc. | 0.00% | New | 540 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 550 | $4K |
| Evolution Wealth Management Inc. | 0.00% | — | 333 | $3K |
| Signaturefd, LLC | 0.00% | Add +3.0% | 136 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -53.0% | 62 | $525 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $5 |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.