CHICAGO, IL
NUVEEN FLOATING RATE INCOME FUNDJFR— Latest position per institution from SEC 13F filings
15
Institutional holders
47.36M
Total shares held
303.29M
Estimated value
2.37M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
6.07M
Value
45.64M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
4.64M
Value
34.89K
Filed
Mar 31, 2026
CONGRESS PARK CAPITAL LLC
CIK 1730945
Shares
3.12M
Value
23.47M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
2.94M
Value
22.14M
Filed
Mar 31, 2026
LOOMIS SAYLES & CO L P
CIK 312348
Shares
2.90M
Value
21.79M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
2.78M
Value
20.92K
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
2.77M
Value
21.71M
Filed
Dec 31, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
2.62M
Value
19.73M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.49M
Value
18.75M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
2.16M
Value
16.28M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.95M
Value
14.64M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.92M
Value
14.40M
Filed
Mar 31, 2026
CYNDEO WEALTH PARTNERS, LLC
CIK 1950947
Shares
1.80M
Value
13.50M
Filed
Mar 31, 2026
ICON ADVISERS INC/CO
CIK 1058470
Shares
1.72M
Value
12.91M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.58M
Value
11.85M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.55M
Value
11.67M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.28M
Value
9.62M
Filed
Mar 31, 2026
OAKTREE CAPITAL MANAGEMENT LP
CIK 949509
Shares
1.19M
Value
9.79M
Filed
Sep 30, 2023
BALYASNY ASSET MANAGEMENT L.P.
CIK 1218710
Shares
939.19K
Value
7.06M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
935.47K
Value
8.25M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 6.07M | 45.64M | Mar 31, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 4.64M | 34.89K | Mar 31, 2026 |
| 3 | CONGRESS PARK CAPITAL LLC | 1730945 | 3.12M | 23.47M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 2.94M | 22.14M | Mar 31, 2026 |
| 5 | LOOMIS SAYLES & CO L P | 312348 | 2.90M | 21.79M | Mar 31, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 2.78M | 20.92K | Mar 31, 2026 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 2.77M | 21.71M | Dec 31, 2025 |
| 8 | LPL FINANCIAL LLC | 1403438 | 2.62M | 19.73M | Mar 31, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 2.49M | 18.75M | Mar 31, 2026 |
| 10 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 2.16M | 16.28M | Mar 31, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.95M | 14.64M | Mar 31, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 1.92M | 14.40M | Mar 31, 2026 |
| 13 | CYNDEO WEALTH PARTNERS, LLC | 1950947 | 1.80M | 13.50M | Mar 31, 2026 |
| 14 | ICON ADVISERS INC/CO | 1058470 | 1.72M | 12.91M | Mar 31, 2026 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.58M | 11.85M | Mar 31, 2026 |
| 16 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.55M | 11.67M | Mar 31, 2026 |
| 17 | ROYAL BANK OF CANADA | 1000275 | 1.28M | 9.62M | Mar 31, 2026 |
| 18 | OAKTREE CAPITAL MANAGEMENT LP | 949509 | 1.19M | 9.79M | Sep 30, 2023 |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 1218710 | 939.19K | 7.06M | Mar 31, 2026 |
| 20 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 935.47K | 8.25M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.