CHICAGO, IL
NUVEEN FLOATING RATE INCOME FUNDJFR— Latest position per institution from SEC 13F filings
15
Institutional holders
49.61M
Total shares held
328.16M
Estimated value
2.48M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
9.03M
Value
69.27M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
4.08M
Value
31.31K
Filed
Jun 30, 2026
CONGRESS PARK CAPITAL LLC
CIK 1730945
Shares
3.48M
Value
26.67M
Filed
Jun 30, 2026
LOOMIS SAYLES & CO L P
CIK 312348
Shares
2.97M
Value
22.81M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
2.94M
Value
22.52M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
2.89M
Value
22.19K
Filed
Jun 30, 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
20.11M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.60M
Value
19.98M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
2.03M
Value
15.56M
Filed
Jun 30, 2026
CYNDEO WEALTH PARTNERS, LLC
CIK 1950947
Shares
2M
Value
15.34M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.83M
Value
14.02M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.82M
Value
13.98M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.78M
Value
13.67M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.30M
Value
9.99M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
1.22M
Value
9.35M
Filed
Jun 30, 2026
OAKTREE CAPITAL MANAGEMENT LP
CIK 949509
Shares
1.19M
Value
9.79M
Filed
Sep 30, 2023
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
1.11M
Value
8.53M
Filed
Jun 30, 2026
ICON ADVISERS INC/CO
CIK 1058470
Shares
971.10K
Value
7.45M
Filed
Jun 30, 2026
KANEN WEALTH MANAGEMENT LLC
CIK 1681614
Shares
959.15K
Value
7.37M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 9.03M | 69.27M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 4.08M | 31.31K | Jun 30, 2026 |
| 3 | CONGRESS PARK CAPITAL LLC | 1730945 | 3.48M | 26.67M | Jun 30, 2026 |
| 4 | LOOMIS SAYLES & CO L P | 312348 | 2.97M | 22.81M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 2.94M | 22.52M | Jun 30, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 2.89M | 22.19K | Jun 30, 2026 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 2.77M | 21.71M | Dec 31, 2025 |
| 8 | LPL FINANCIAL LLC | 1403438 | 2.62M | 20.11M | Jun 30, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 2.60M | 19.98M | Jun 30, 2026 |
| 10 | BANK OF AMERICA CORP /DE/ | 70858 | 2.03M | 15.56M | Jun 30, 2026 |
| 11 | CYNDEO WEALTH PARTNERS, LLC | 1950947 | 2M | 15.34M | Jun 30, 2026 |
| 12 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.83M | 14.02M | Jun 30, 2026 |
| 13 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.82M | 13.98M | Jun 30, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.78M | 13.67M | Jun 30, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 1.30M | 9.99M | Jun 30, 2026 |
| 16 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 1.22M | 9.35M | Jun 30, 2026 |
| 17 | OAKTREE CAPITAL MANAGEMENT LP | 949509 | 1.19M | 9.79M | Sep 30, 2023 |
| 18 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 1.11M | 8.53M | Jun 30, 2026 |
| 19 | ICON ADVISERS INC/CO | 1058470 | 971.10K | 7.45M | Jun 30, 2026 |
| 20 | KANEN WEALTH MANAGEMENT LLC | 1681614 | 959.15K | 7.37M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.