Nuveen Preferred & IncomeNPFIETF
13F holders, Q1 2026 (March 31)20holders +8
9new positions
1sold out
$25.80avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Nuveen Preferred & Income (NPFI) in their 13F filings, up 8 from Q4 2025. 9 opened new positions and 1 sold out. The largest holders were Berger Financial Group, Inc ($14.9M), Cwm, LLC ($2.2M) and Astoria Portfolio Advisors LLC. ($1.8M).
- Company
- Nuveen Preferred & Income
- Filed as
- NUSHARES ETF TR (Q1 2026)
- CUSIP
- 67092P771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.0M |
| Exits | 1 | $332K |
All 13F filers, Q4 2025 → Q1 2026: 264,945 shares bought and 34,810 shares sold, net +230,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Berger Financial Group, Inc | 0.84% | Add +7.8% | 578,634 | $14.9M |
| Cwm, LLC | 0.01% | Add +24.6% | 83,628 | $2.2M |
| Astoria Portfolio Advisors LLC. | 0.38% | New | 67,557 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.5% | 62,643 | $1.6M |
| LPL Financial LLC | 0.00% | New | 46,510 | $1.2M |
| Krilogy Financial LLC | 0.03% | No change | 39,300 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +39.4% | 31,203 | $804K |
| Jefferies Financial Group Inc. | 0.01% | New | 25,449 | $656K |
| Buckley Wealth Management, LLC | 0.13% | New | 19,936 | $514K |
| Jane Street Group, LLC | 0.00% | Add +24.6% | 14,099 | $363K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -2.2% | 13,536 | $349K |
| MBL Wealth, LLC | 0.03% | New | 13,000 | $335K |
| Centurion Wealth Management LLC | 0.06% | Reduce -68.8% | 9,598 | $247K |
| MML Investors Services, LLC | 0.00% | Reduce -6.8% | 8,776 | $226K |
| Arkadios Wealth Advisors | 0.00% | New | 8,666 | $223K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,381 | $216K |
| Waverly Advisors, LLC | 0.00% | New | 3,132 | $81K |
| Allworth Financial LP | 0.00% | New | 1,146 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +150.0% | 500 | $13K |
| Richardson Financial Services Inc. | 0.00% | No change | 172 | $4K |
"% of holder's portfolio" is NPFI's weight in each manager's 13F, not the share of Nuveen Preferred & Income the manager owns.