JFR — Nuveen Floating Rate Income Institutional Holders · Q3 2026
Who owns Nuveen Floating Rate Income (JFR)? 6 institutions reported holding $1.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($300,197), CoreCap Advisors, LLC ($287,407), Shulman DeMeo Asset Management LLC ($151,844).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RVW Wealth, LLC | $300,197 | 40,349 | Hold |
| 2 | CoreCap Advisors, LLC | $287,407 | 38,630 | Trimmed |
| 3 | Shulman DeMeo Asset Management LLC | $151,844 | 21,002 | Hold |
| 4 | Grove Bank & Trust | $148,800 | 20,000 | Hold |
| 5 | Farther Finance Advisors, LLC | $130,458 | 17,535 | Trimmed |
| 6 | M.E. ALLISON & CO., INC. | $80,263 | 10,788 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30