Nuveen Preferred & IncomeNPFIETF
13F holders, Q4 2025 (December 31)12holders +2
5new positions
2sold out
$26.21avg. 13F price*
At the end of Q4 2025, 12 institutions reported holding Nuveen Preferred & Income (NPFI) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Berger Financial Group, Inc ($14.1M), Cwm, LLC ($1.8M) and Integrated Wealth Concepts LLC ($1.6M).
- Company
- Nuveen Preferred & Income
- Filed as
- NUSHARES ETF TR (Q4 2025)
- CUSIP
- 67092P771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 2 | $2.0M |
All 13F filers, Q3 2025 → Q4 2025: 105,970 shares bought and 97,024 shares sold, net +8,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Berger Financial Group, Inc | 0.82% | Add +3.5% | 536,784 | $14.1M |
| Cwm, LLC | 0.00% | Add +78.7% | 67,117 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.1% | 61,741 | $1.6M |
| Krilogy Financial LLC | 0.04% | Reduce -4.6% | 39,300 | $1.0M |
| Centurion Wealth Management LLC | 0.18% | Reduce -16.6% | 30,791 | $807K |
| Envestnet Asset Management Inc. | 0.00% | New | 22,378 | $586K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 13,836 | $362K |
| HRT Financial LP | 0.00% | New | 12,677 | $332K |
| Jane Street Group, LLC | 0.00% | Reduce -52.1% | 11,319 | $297K |
| MML Investors Services, LLC | 0.00% | New | 9,416 | $247K |
| Richardson Financial Services Inc. | 0.00% | New | 172 | $11K |
| 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.