NXJ — Nuveen New Jersey Institutional Holders · Q1 2026

Name: Who Owns NXJ? 70 Institutions Hold $66.8M (Q1 2026)
Creator: ko.io

Who owns Nuveen New Jersey (NXJ)? 70 institutions reported holding $66.78M in SEC 13F filings for Q1 2026 (period ended 2026-03-31). Largest holders: J.W. Cole Advisors, Inc. ($9.8M), Morgan Stanley ($9.4M), Bank of America Corp ($5.5M).

Rank	Institution	Value	Shares	Change
1	J.W. COLE ADVISORS, INC.	$9.8M	793,054	Added
2	MORGAN STANLEY	$9.4M	760,293	Trimmed
3	BANK OF AMERICA CORP /DE/	$5.5M	447,250	Trimmed
4	RAYMOND JAMES FINANCIAL INC	$5.2M	424,986	Added
5	Cetera Investment Advisers	$4.3M	346,509	Added
6	GUGGENHEIM CAPITAL LLC	$4.1M	333,212	Trimmed
7	SIT INVESTMENT ASSOCIATES INC	$3.3M	265,380	Trimmed
8	WELLS FARGO & COMPANY/MN	$3.1M	254,979	Trimmed
9	COMMONWEALTH EQUITY SERVICES, LLC	$2.2M	178,412	Added
10	Equitable Holdings, Inc.	$1.9M	147,029	Trimmed
11	SAX WEALTH ADVISORS, LLC	$1.6M	128,142	Hold
12	LPL Financial LLC	$1.4M	115,428	Added
13	Strategic Advisors LLC	$1.4M	116,446	Hold
14	BCS Private Wealth Management, Inc.	$1.4M	110,450	Hold
15	Royal Bank of Canada	$1.1M	93,082	Added
16	UBS Group AG	$1.1M	89,334	Trimmed
17	Breakwater Capital Group	$1.1M	87,564	Trimmed
18	North Ground Capital	$770,460	62,639	Trimmed
19	OSAIC HOLDINGS, INC.	$679,912	55,274	Added
20	RMR Wealth Builders	$472,566	38,176	Trimmed
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$395,339	32,141	Added
22	WEALTH EFFECTS LLC	$384,990	31,300	Hold
23	Yakira Capital Management, Inc.	$363,957	29,590	New
24	STIFEL FINANCIAL CORP	$326,108	26,513	Trimmed
25	HighTower Advisors, LLC	$318,471	25,892	Added

Source: SEC Form 13F filings · as of 2026-03-31