13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
JFR

NUVEEN FLTG RATE INCM FD

196 institutions still hold NUVEEN FLTG RATE INCM FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67072t108·196 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$298M
72.0% inst. owned
of float
Holders
196
-70 QoQ
filers reporting
Activity
+9 / −18
+834 added · −813 reduced
this quarter
Concentration
15.30%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

196 institutions reported JFR in Q1 2026. MORGAN STANLEY leads at 15.3% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$46M6.1M0.00%Q1 202602
Congress Park Capital LLC
CIK 0001730945
$23M3.1M7.21%Q1 202603
Invesco Ltd.
CIK 0000914208
$22M2.9M0.00%Q1 202604
LOOMIS SAYLES & CO L P
CIK 0000312348
$22M2.9M0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$20M2.6M0.01%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M2.5M0.00%Q1 202607
1607 Capital Partners, LLC
CIK 0001436866
$16M2.2M1.17%Q1 202608
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$15M1.9M0.11%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M1.9M0.00%Q1 202610
Cyndeo Wealth Partners, LLC
CIK 0001950947
$14M1.8M0.71%Q1 202611
ICON ADVISERS INC/CO
CIK 0001058470
$13M1.7M2.98%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M1.6M0.00%Q1 202613
Advisors Asset Management, Inc.
CIK 0001297376
$12M1.6M0.19%Q1 202614
Logan Stone Capital, LLC
CIK 0001535521
$10M1.3M2.48%Q4 202515
ROYAL BANK OF CANADA
CIK 0001000275
$10M1.3M0.00%Q1 202616
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$7M939K0.01%Q1 202617
UBS Group AG
CIK 0001610520
$7M915K0.00%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M832K0.00%Q1 202619
Kanen Wealth Management LLC
CIK 0001681614
$6M813K2.20%Q1 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$5M730K0.01%Q1 2026
Page 1 of 10
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