Vault-13

NUSHARES ETF TR NPFI

NUVEEN PFD & INC · ETP · CUSIP 67092P771

21 institutional holders +1 vs Q1 2026
1,387,8151.4m shares reported held*
$36.3mreported value*
4 new 11 added 4 reduced 2 sold out net bought ≈ $11.4m (+435.6k 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 ≈ $26.15.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 24: 2Q2 24: 3Q3 24: 5Q4 24: 5Q1 25: 6Q2 25: 8Q3 25: 10Q4 25: 12Q1 26: 20Q2 26: 2121Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20242
Q2 20243
Q3 20245
Q4 20245
Q1 20256
Q2 20258
Q3 202510
Q4 202512
Q1 202620
Q2 202621

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 3 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ2 25: 6 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 3 cut or sold outQ4 25: 7 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 4 cut or sold outQ2 26: 15 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202432
Q1 202531
Q2 202562
Q3 202583
Q4 202576
Q1 2026154
Q2 2026156

Biggest buyers

Astoria Portfolio Advisors LLC. Added +114,481+114.5k
Maia Wealth LLC New +110,372+110.4k
Integrated Wealth Concepts LLC Added +80,929+80.9k
MBL Wealth, LLC Added +70,617+70.6k
JANE STREET GROUP, LLC Added +32,084+32.1k
LPL Financial LLC Added +26,258+26.3k
COMMONWEALTH EQUITY SERVICES, LLC New +8,975+9.0k
Cambridge Investment Research Advisors, Inc. Added +8,929+8.9k
MML INVESTORS SERVICES, LLC Added +1,968+2.0k
Jefferies Financial Group Inc. Added +1,421+1.4k

Biggest sellers

Centurion Wealth Management LLC Sold out -9,598-9.6k
Berger Financial Group, Inc Reduced -4,580-4.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -4,324-4.3k
Waverly Advisors, LLC Sold out -3,132-3.1k
Krilogy Financial LLC Reduced -1,300-1.3k
MassMutual Private Wealth & Trust, FSB Reduced -40-40

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Berger Financial Group, Inc 0.77% of their portfolio PLYMOUTH, MN 574,054574.1k $15.0m $15.0m 0.77% Reduced -4.6k -4,580
2 Astoria Portfolio Advisors LLC. 0.80% of their portfolio NEW YORK, NY 182,038182.0k $4.8m $4.8m 0.80% Added +114.5k +114,481
3 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 143,572143.6k $3.8m $3.8m 0.02% Added +80.9k +80,929
4 Maia Wealth LLC 0.43% of their portfolio DENVER, CO 110,372110.4k $2.9m $2.9m 0.43% New
5 MBL Wealth, LLC 0.15% of their portfolio CHARLOTTE, NC 83,61783.6k $2.2m $2.2m 0.15% Added +70.6k +70,617
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,76872.8k $1.9m $1.9m 0.00% Added +26.3k +26,258
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 46,18346.2k $1.2m $1.2m 0.00% Added +32.1k +32,084
8 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 38,00038.0k $993.7k $993.7k 0.03% Reduced -1.3k -1,300
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 26,87926.9k $702.8k $702.8k 0.00% Reduced -4.3k -4,324
10 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 26,87026.9k $702.6k $702.6k 0.01% Added +1.4k +1,421
11 Buckley Wealth Management, LLC 0.14% of their portfolio Las Vegas, NV 20,93620.9k $547.5k $547.5k 0.14% Added +1.0k +1,000
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,31017.3k $452.0k $452.0k 0.00% Added +8.9k +8,929
13 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 13,49613.5k $352.9k $352.9k 0.01% Reduced -40 -40
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,74410.7k $280.9k $280.9k 0.00% Added +2.0k +1,968
15 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 9,6749.7k $252.9k $252.9k 0.00% Added +1.0k +1,008
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9759.0k $234.7k $234.7k 0.00% New
17 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,1571.2k $30.3k $30.3k 0.00% Added +11 +11
18 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $13.1k $13.1k 0.00% Unchanged
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 357357 $9.3k $9.3k 0.00% New
20 RICHARDSON FINANCIAL SERVICES INC. 0.00% of their portfolio MEDWAY, MA 172172 $4.5k $4.5k 0.00% Unchanged
21 Truvestments Capital LLC 0.00% of their portfolio SARASOTA, FL 141141 $3.7k $3.7k 0.00% New