10 institutions reported holding $27.6M of Nuveen Preferred And Income ETF (NPFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berger Financial Group, Inc ($15.0M), Astoria Portfolio Advisors LLC. ($4.8M), Maia Wealth LLC ($2.9M), MBL Wealth, LLC ($2.2M), Krilogy Financial LLC ($993,658). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | $15.0M | 574,054 | Trimmed |
| 2 | Astoria Portfolio Advisors LLC. | $4.8M | 182,038 | Added |
| 3 | Maia Wealth LLC | $2.9M | 110,372 | New |
| 4 | MBL Wealth, LLC | $2.2M | 83,617 | Added |
| 5 | Krilogy Financial LLC | $993,658 | 38,000 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $702,845 | 26,879 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $452,000 | 17,310 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $352,906 | 13,496 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $234,690 | 8,975 | New |
| 10 | Centurion Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30