JPC — Nuveen Pfd & Income Opportun Institutional Holders · Q3 2026
Who owns Nuveen Pfd & Income Opportun (JPC)? 13 institutions reported holding $3.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($1.5M), Shulman DeMeo Asset Management LLC ($511,365), RVW Wealth, LLC ($483,688).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $1.5M | 219,040 | Trimmed |
| 2 | Shulman DeMeo Asset Management LLC | $511,365 | 77,129 | Trimmed |
| 3 | RVW Wealth, LLC | $483,688 | 70,922 | Hold |
| 4 | McAlister, Sweet & Associates, Inc. | $201,962 | 29,613 | Added |
| 5 | Farther Finance Advisors, LLC | $193,897 | 28,431 | Added |
| 6 | Gridiron Partners, LLC | $143,377 | 21,023 | Hold |
| 7 | First Heartland Consultants, Inc. | $84,458 | 13,117 | Trimmed |
| 8 | Post Resch Tallon Group Inc. | $83,306 | 12,215 | Trimmed |
| 9 | Coastline Trust Co | $82,815 | 12,143 | Hold |
| 10 | Trust Co | $4,645 | 681 | Hold |
| 11 | CX Institutional | $2,000 | 296 | New |
| 12 | GAMMA Investing LLC | $48 | 7 | Trimmed |
| 13 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30