Funds holding Nuveen Preferred And Income ET
2 funds declare a position · 0 ETFs and 2 other funds · 75.4M $ · US67092P7713
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Nuveen Preferred Securities and Income Fund Nuveen Investment Trust V | 2,847,000 | 75.1M $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| 2 | Concorde Wealth Management Fund Concorde Funds Inc | 12,000 | 309.2K $ | 0.69 % | as of Mar 31, 2026 · Original filing |
Institutional managers
20 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Berger Financial Group, Inc | 578,634 | 14.9M $ | as of Mar 31, 2026 |
| CWM, LLC | 83,628 | 2.2M $ | as of Mar 31, 2026 |
| Astoria Portfolio Advisors LLC. | 67,557 | 1.8M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 62,643 | 1.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 46,510 | 1.2M $ | as of Mar 31, 2026 |
| Krilogy Financial LLC | 39,300 | 1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 31,203 | 804K $ | as of Mar 31, 2026 |
| Jefferies Financial Group Inc. | 25,449 | 655.7K $ | as of Mar 31, 2026 |
| Buckley Wealth Management, LLC | 19,936 | 513.7K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 14,099 | 363.3K $ | as of Mar 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | 13,536 | 348.8K $ | as of Mar 31, 2026 |
| MBL Wealth, LLC | 13,000 | 335K $ | as of Mar 31, 2026 |
| Centurion Wealth Management LLC | 9,598 | 247.3K $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 8,776 | 226.1K $ | as of Mar 31, 2026 |
| Arkadios Wealth Advisors | 8,666 | 223.3K $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 3,132 | 80.7K $ | as of Mar 31, 2026 |
| Allworth Financial LP | 1,146 | 29.5K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 500 | 12.9K $ | as of Mar 31, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | 172 | 4.4K $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 8,381 | 216 $ | as of Mar 31, 2026 |