Nuveen Preferred & IncomeNPFIETF
13F holders, Q3 2025 (September 30)10holders +3
5new positions
2sold out
$26.47avg. 13F price*
At the end of Q3 2025, 10 institutions reported holding Nuveen Preferred & Income (NPFI) in their 13F filings, up 3 from Q2 2025. 5 opened new positions and 2 sold out. The largest holders were Berger Financial Group, Inc ($13.7M), Fullcircle Wealth LLC ($2.1M) and Concorde Financial Corp ($1.9M).
- Company
- Nuveen Preferred & Income
- Filed as
- NUSHARES ETF TR (Q3 2025)
- CUSIP
- 67092P771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.8M |
| Exits | 2 | $54K |
All 13F filers, Q2 2025 → Q3 2025: 320,514 shares bought and 9,427 shares sold, net +311,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Berger Financial Group, Inc | 0.82% | Add +2.1% | 518,856 | $13.7M |
| Fullcircle Wealth LLC | 0.74% | New | 79,646 | $2.1M |
| Concorde Financial Corp | 1.06% | New | 72,481 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | New | 61,824 | $1.6M |
| Krilogy Financial LLC | 0.04% | New | 41,200 | $1.1M |
| Cwm, LLC | 0.00% | Add +1274.1% | 37,554 | $995K |
| Centurion Wealth Management LLC | 0.22% | Reduce -16.6% | 36,918 | $978K |
| Jane Street Group, LLC | 0.00% | Add +199.5% | 23,652 | $627K |
| Bank of America Corp. | 0.00% | New | 4,100 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 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.