Nuveen Preferred & IncomeNPFIETF
13F holders, Q2 2026 (June 30)21holders +1
4new positions
2sold out
$26.15avg. 13F price*
At the end of Q2 2026, 21 institutions reported holding Nuveen Preferred & Income (NPFI) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Berger Financial Group, Inc ($15.0M), Astoria Portfolio Advisors LLC. ($4.8M) and Maia Wealth LLC ($2.9M).
- Company
- Nuveen Preferred & Income
- Filed as
- NUSHARES ETF TR (Q2 2026)
- CUSIP
- 67092P771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.1M |
| Exits | 2 | $328K |
All 13F filers, Q1 2026 → Q2 2026: 378,110 shares bought and 22,974 shares sold, net +355,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Berger Financial Group, Inc | 0.77% | Reduce -0.8% | 574,054 | $15.0M |
| Astoria Portfolio Advisors LLC. | 0.80% | Add +169.5% | 182,038 | $4.8M |
| Maia Wealth LLC | 0.43% | New | 110,372 | $2.9M |
| MBL Wealth, LLC | 0.15% | Add +543.2% | 83,617 | $2.2M |
| LPL Financial LLC | 0.00% | Add +56.5% | 72,768 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +14.6% | 71,786 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +227.6% | 46,183 | $1.2M |
| Krilogy Financial LLC | 0.03% | Reduce -3.3% | 38,000 | $994K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.9% | 26,879 | $703K |
| Jefferies Financial Group Inc. | 0.01% | Add +5.6% | 26,870 | $703K |
| Buckley Wealth Management, LLC | 0.14% | Add +5.0% | 20,936 | $547K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.3% | 13,496 | $353K |
| MML Investors Services, LLC | 0.00% | Add +22.4% | 10,744 | $281K |
| Arkadios Wealth Advisors | 0.00% | Add +11.6% | 9,674 | $253K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,975 | $235K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 8,655 | $226K |
| Allworth Financial LP | 0.00% | Add +1.0% | 1,157 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $13K |
| UBS Group AG | 0.00% | New | 357 | $9K |
| Richardson Financial Services Inc. | 0.00% | No change | 172 | $4K |
| Truvestments Capital LLC | 0.00% | New | 141 | $4K |
"% of holder's portfolio" is NPFI's weight in each manager's 13F, not the share of Nuveen Preferred & Income the manager owns.