Nuveen Preferred & IncomeNPFIETF

13F holders, Q2 2025 (June 30)
7holders +2
3new positions
1sold out
$26.05avg. 13F price*

At the end of Q2 2025, 7 institutions reported holding Nuveen Preferred & Income (NPFI) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Berger Financial Group, Inc ($13.2M), Centurion Wealth Management LLC ($1.2M) and Jane Street Group, LLC ($206K).

Company
Nuveen Preferred & Income
Filed as
NUSHARES ETF TR (Q2 2025)
CUSIP
67092P771
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 7Q2 2025Q3 2025: 10Q3 2025Q4 2025: 12Q4 2025Q1 2026: 20Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$237K
Exits1$39.5M

All 13F filers, Q1 2025 → Q2 2025: 21,054 shares bought and 1,735,949 shares sold, net −1,714,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Berger Financial Group, Inc 0.86% Add +2.3% 508,168 $13.2M
Centurion Wealth Management LLC 0.33% Reduce -82.0% 44,281 $1.2M
Jane Street Group, LLC 0.00% New 7,898 $206K
Cwm, LLC 0.00% Add +2.4% 2,733 $71K
UBS Group AG 0.00% Add +39.8% 1,064 $28K
Royal Bank of Canada 0.00% New 1,000 $26K
Steward Partners Investment Advisory, LLC 0.00% New 200 $5K

"% of holder's portfolio" is NPFI's weight in each manager's 13F, not the share of Nuveen Preferred & Income the manager owns.