Who Owns Nuveen Preferred And Income ETF (NPFI)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $36.1M of Nuveen Preferred And Income ETF (NPFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berger Financial Group, Inc ($15.0M), Astoria Portfolio Advisors LLC. ($4.8M), Integrated Wealth Concepts LLC ($3.8M), Maia Wealth LLC ($2.9M), MBL Wealth, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Berger Financial Group, Inc | $15.0M | 574,054 | Trimmed |
| 2 | Astoria Portfolio Advisors LLC. | $4.8M | 182,038 | Added |
| 3 | Integrated Wealth Concepts LLC | $3.8M | 143,572 | Added |
| 4 | Maia Wealth LLC | $2.9M | 110,372 | New |
| 5 | MBL Wealth, LLC | $2.2M | 83,617 | Added |
| 6 | LPL Financial LLC | $1.9M | 72,768 | Added |
| 7 | JANE STREET GROUP, LLC | $1.2M | 46,183 | Added |
| 8 | Krilogy Financial LLC | $993,658 | 38,000 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $702,845 | 26,879 | Trimmed |
| 10 | Jefferies Financial Group Inc. | $702,621 | 26,870 | Added |
| 11 | Buckley Wealth Management, LLC | $547,455 | 20,936 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $352,906 | 13,496 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $280,944 | 10,744 | Added |
| 14 | Arkadios Wealth Advisors | $252,950 | 9,674 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $234,690 | 8,975 | New |
| 16 | Cambridge Investment Research Advisors, Inc. | $226,000 | 8,655 | Added |
| 17 | Allworth Financial LP | $30,267 | 1,157 | Added |
| 18 | Steward Partners Investment Advisory, LLC | $13,074 | 500 | Hold |
| 19 | UBS Group AG | $9,335 | 357 | New |
| 20 | RICHARDSON FINANCIAL SERVICES INC. | $4,498 | 172 | Hold |
| 21 | Truvestments Capital LLC | $3,687 | 141 | New |
| 22 | Waverly Advisors, LLC | $0 | 0 | Exited |
| 23 | Centurion Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30