NPFI

Nuveen Preferred & IncomeETF
UnclassifiedUSCUSIP 67092P771◍ Confluence graph
Tracked 13F Holders
19
-7 QoQ
13F Value (tracked)
$36.4M
13F Moves · latest Q
4 added
1 trimmed
Recent Filings
0

Who owns NPFI?

19 tracked 13F filers

19 tracked 13F filers disclose a position in NPFI as of the latest SEC 13F filings, a combined $36.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Berger Financial Group, Inc
$15.0M
574K
−0.8%
Reduced · −5K sh
Q2 2026
2Astoria Portfolio Advisors LLC.
$4.8M
182K
+169%
Added · +114K sh
Q2 2026
3Integrated Wealth Concepts LLC
$3.8M
144K
+129%
Added · +81K sh
Q2 2026
4Maia Wealth LLC
$2.9M
110K
New
+110K sh
Q2 2026
5CWM, LLC
$2.2M
84K
+25%
Added · +17K sh
Q1 2026
6MBL Wealth, LLC
$2.2M
84K
+543%
Added · +71K sh
Q2 2026
7LPL Financial LLC
$1.2M
47K
New
+47K sh
Q1 2026
8Krilogy Financial LLC
$1.0M
39K
Held
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$804K
31K
+39%
Added · +9K sh
Q1 2026
10Jefferies Financial Group Inc.
$703K
27K
+5.6%
Added · +1K sh
Q2 2026
11Buckley Wealth Management, LLC
$547K
21K
+5.0%
Added · +1K sh
Q2 2026
12JANE STREET GROUP, LLC
$363K
14K
+25%
Added · +3K sh
Q1 2026
13MassMutual Private Wealth & Trust, FSB
$349K
14K
−2.2%
Reduced · −300 sh
Q1 2026
14MML INVESTORS SERVICES, LLC
$281K
11K
+22%
Added · +2K sh
Q2 2026
15Arkadios Wealth Advisors
$253K
10K
+12%
Added · +1K sh
Q2 2026
16Waverly Advisors, LLC
$81K
3K
New
+3K sh
Q1 2026
17Allworth Financial LP
$30K
1K
New
+1K sh
Q1 2026
18Steward Partners Investment Advisory, LLC
$13K
500
Held
Q2 2026
19Truvestments Capital LLC
$4K
141
New
+141 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NPFI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in NPFI and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Funds that own NPFI also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$1.0B
APPLE INCAAPL6 funds$668.5M
NVIDIA CORPNVDA6 funds$508.6M
VANGUARD GROWTH ETFVUG6 funds$462.5M
INVESCO QQQ TRUST SERIES 1QQQ6 funds$365.6M
AMAZON.COM INCAMZN6 funds$322.8M
MICROSOFT CORPMSFT6 funds$311.5M
VANGUARD DIVIDEND APPREC ETFVIG6 funds$287.3M
ALPHABET INC-CL AGOOGL6 funds$255.1M
META PLATFORMS INC-CLASS AMETA6 funds$223.9M
VANGUARD S&P 500 ETFVOO6 funds$215.9M
ADVANCED MICRO DEVICESAMD6 funds$196.4M

Ranked by how many of NPFI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

11 funds+8 since Q3 2024
0918Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $30.4M

Share classes

Class13F holdersValue held
NULGmc288 funds$2.0B
NULVmc255 funds$1.6B
NUSCcommon240 funds$973.6M
NUDMcommon134 funds$470.8M
NUMGmc127 funds$250.6M
NUMVmc123 funds$333.5M
NUBDNUVEENESGUS111 funds$270.9M
NUEMcommon105 funds$252.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for NPFI

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Ask your agent what changed in NPFI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NPFI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NPFI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NPFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.