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 |
| Next Capital Management LLC | 0.05% | No change | 23,402 | $179K |
| Susquehanna International Group, LLP | 0.00% | Add +57.0% | 22,754 | $175K |
| Accredited Investor Services, LLC | 0.10% | Add +19.3% | 22,637 | $174K |
| Shaker Financial Services, LLC | 0.05% | Reduce -53.0% | 21,631 | $168K |
| Captrust Financial Advisors | 0.00% | No change | 21,835 | $167K |
| Shulman DeMeo Asset Management LLC | 0.03% | Reduce -1.3% | 21,002 | $161K |
| D.A. Davidson & Co. | 0.00% | No change | 20,312 | $156K |
| Mariner, LLC | 0.00% | Add +28.7% | 20,242 | $155K |
| Grove Bank & Trust | 0.02% | No change | 20,000 | $153K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.3% | 19,728 | $151K |
| Merit Financial Group, LLC | 0.00% | Add +25.0% | 19,094 | $146K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +53.5% | 18,627 | $143K |
| Summit Financial, LLC | 0.00% | Add +20.3% | 18,033 | $139K |
| Investment Advisory Group, LLC | 0.03% | No change | 17,984 | $138K |
| HighTower Advisors, LLC | 0.00% | Reduce -81.4% | 17,914 | $137K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 17,651 | $135K |
| Snowden Capital Advisors LLC | 0.00% | No change | 17,453 | $134K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.05% | No change | 17,321 | $133K |
| Ameritas Advisory Services, LLC | 0.00% | New | 17,166 | $132K |
| Quadcap Wealth Management, LLC | 0.01% | No change | 16,954 | $130K |
| Camelot Portfolios, LLC | 0.09% | No change | 16,550 | $127K |
| Advisory Advocates, LLC | 0.11% | No change | 16,534 | $127K |
| Fund Advisors of America Inc | 0.11% | Add +0.0% | 15,908 | $122K |
| Park Avenue Securities LLC | 0.00% | Add +25.3% | 15,820 | $121K |
| Two Sigma Securities, LLC | 0.01% | New | 15,638 | $120K |
| Hunter Perkins Capital Management, LLC | 0.03% | Add +11.5% | 14,695 | $114K |
| Brick & Kyle, Associates | 0.04% | No change | 15,120 | $114K |
| Compound Planning, Inc. | 0.00% | Add +0.4% | 14,710 | $113K |
| NWF Advisory Services Inc. | 0.01% | Reduce -12.0% | 14,476 | $111K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.1% | 13,390 | $103K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 13,337 | $102K |
| Burford Brothers, Inc. | 0.04% | No change | 13,070 | $100K |
| Wealthspire Advisors, LLC | 0.00% | New | 12,705 | $97K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 12,487 | $96K |
| Wedbush Securities Inc. | 0.00% | No change | 12,436 | $95K |
| ProVise Management Group, LLC | 0.01% | Reduce -4.6% | 12,378 | $95K |
| Western Wealth Management, LLC | 0.00% | Add +2.5% | 12,269 | $94K |
| Savvy Advisors, Inc. | 0.00% | Reduce -57.7% | 12,023 | $92K |
| Corient Private Wealth LP | 0.00% | New | 11,933 | $92K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -6.8% | 11,884 | $91K |
| Wealth Alliance Advisory Group, LLC | 0.01% | No change | 11,741 | $90K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -7.2% | 11,310 | $87K |
| Dumont & Blake Investment Advisors LLC | 0.02% | New | 11,130 | $85K |
| M.E. Allison & Co., Inc. | 0.05% | No change | 10,788 | $83K |
| Ieq Capital, LLC | 0.00% | No change | 10,378 | $80K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.1% | 10,253 | $79K |
| Mgo One Seven LLC | 0.00% | New | 10,061 | $77K |
| Arax Advisory Partners | 0.00% | New | 6,770 | $52K |
| BNP Paribas Financial Markets | 0.00% | Add +18.9% | 6,201 | $48K |
| Axiom Investment Management LLC | 0.03% | Reduce -6.6% | 5,931 | $45K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 5,400 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,718 | $36K |
| Quantum Portfolio Management LLC | 0.01% | New | 4,377 | $34K |
| WPG Advisers, LLC | 0.02% | Add +29.6% | 3,721 | $29K |
| Allworth Financial LP | 0.00% | No change | 2,897 | $22K |
| Bokf, NA | 0.00% | No change | 2,376 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 2,100 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 2,076 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $15K |
| Hollencrest Capital Management | 0.00% | Add +3.1% | 1,884 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 1,578 | $12K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Reduce -52.7% | 1,500 | $12K |
| Barrett & Company, Inc. | 0.00% | Reduce -31.8% | 1,451 | $11K |
| LifeSteps Financial, Inc. | 0.00% | New | 1,250 | $10K |
| FNY Investment Advisers, LLC | 0.00% | No change | 1,200 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 726 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 550 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 500 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 300 | $2K |
| Signaturefd, LLC | 0.00% | Add +2.7% | 154 | $1K |
| Allied Private Wealth LLC | 0.00% | — | 40 | $308 |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.