Vault-13

NUSHARES ETF TR NPFI

NUVEEN PFD & INC · ETP · CUSIP 67092P771

10 institutional holders +2 vs Q2 2025
876,431876.4k shares reported held*
$23.2mreported value*
5 new 3 added 1 reduced 2 sold out net bought ≈ $8.2m (+310.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.47.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0510Q1 24: 2Q2 24: 3Q3 24: 5Q4 24: 5Q1 25: 6Q2 25: 8Q3 25: 1010Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q1 20242
Q2 20243
Q3 20245
Q4 20245
Q1 20256
Q2 20258
Q3 202510

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q2 24: 2 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 3 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 6 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 3 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q2 202420
Q3 202421
Q4 202432
Q1 202531
Q2 202562
Q3 202583

Biggest buyers

FULLCIRCLE WEALTH LLC New +79,646+79.6k
Concorde Financial Corp New +72,481+72.5k
Integrated Wealth Concepts LLC New +61,824+61.8k
Krilogy Financial LLC New +41,200+41.2k
CWM, LLC Added +34,821+34.8k
JANE STREET GROUP, LLC Added +15,754+15.8k
Berger Financial Group, Inc Added +10,688+10.7k
BANK OF AMERICA CORP /DE/ New +4,100+4.1k

Biggest sellers

Centurion Wealth Management LLC Reduced -7,363-7.4k
ROYAL BANK OF CANADA Sold out -2,000-2.0k
UBS Group AG Sold out -1,064-1.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Berger Financial Group, Inc 0.82% of their portfolio PLYMOUTH, MN 518,856518.9k $13.7m $13.7m 0.82% Added +10.7k +10,688
2 FULLCIRCLE WEALTH LLC 0.74% of their portfolio MCKINNEY, TX 79,64679.6k $2.1m $2.1m 0.74% New
3 Concorde Financial Corp 1.06% of their portfolio DALLAS, TX 72,48172.5k $1.9m $1.9m 1.06% New
4 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 61,82461.8k $1.6m $1.6m 0.01% New
5 Krilogy Financial LLC 0.04% of their portfolio ST. LOUIS, MO 41,20041.2k $1.1m $1.1m 0.04% New
6 CWM, LLC 0.00% of their portfolio OMAHA, NE 37,55437.6k $995.0k $995.0k 0.00% Added +34.8k +34,821
7 Centurion Wealth Management LLC 0.22% of their portfolio Mclean, VA 36,91836.9k $978.2k $978.2k 0.22% Reduced -7.4k -7,363
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,65223.7k $626.7k $626.7k 0.00% Added +15.8k +15,754
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,1004.1k $108.6k $108.6k 0.00% New
10 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 200200 $5.3k $5.3k 0.00% Unchanged