NUVEEN FLOATING RATE INCOME FUND (JFR) — Institutional Holders, Q2 2026
173 institutional investment managers reported a JFR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $458.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JFR in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +2,961,714 sh+$22.7M
- Thomas J. Herzfeld AdvisorsAdded · +398,627 sh+$3.1M
- J.W. COLE ADVISORSNew · +381,673 sh+$2.9M
- Congress Park CapitalAdded · +356,471 sh+$2.7M
- NewEdge AdvisorsNew · +277,570 sh+$2.1M
Biggest sellers
- 1607 Capital PartnersTrimmed · -946,010 sh-$7.3M
- BALYASNY ASSET MANAGEMENT L.P.Sold out · -939,188 sh-$7.2M
- ICON ADVISERSTrimmed · -745,662 sh-$5.7M
- SIT INVESTMENT ASSOCIATESTrimmed · -557,319 sh-$4.3M
- Logan Stone CapitalSold out · -502,052 sh-$3.9M
JFR 13F holders ranked 1–100 of 173
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 9,031,373 sh | 9,031,373 | $69.3M | <0.01% | +48.8% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 4,082,097 sh | 4,082,097 | $31.3M | 0.59% | -12.0% |
| 3 | Congress Park Capital#3 · 3,477,794 sh | 3,477,794 | $26.7M | — | +11.4% |
| 4 | LOOMIS SAYLES & L P#4 · 2,973,326 sh | 2,973,326 | $22.8M | 0.03% | +2.6% |
| 5 | Invesco Ltd.#5 · 2,935,750 sh | 2,935,750 | $22.5M | <0.01% | -0.3% |
| 6 | Penserra Capital Management#6 · 2,892,702 sh | 2,892,702 | $22.2M | 0.17% | +4.0% |
| 7 | LPL Financial#7 · 2,621,477 sh | 2,621,477 | $20.1M | <0.01% | -0.1% |
| 8 | WELLS FARGO & COMPANY#8 · 2,604,993 sh | 2,604,993 | $20.0M | <0.01% | +4.5% |
| 9 | BANK OF AMERICA#9 · 2,029,187 sh | 2,029,187 | $15.6M | <0.01% | +6.0% |
| 10 | Cyndeo Wealth Partners#10 · 1,999,420 sh | 1,999,420 | $15.3M | — | +11.4% |
| 11 | Advisors Asset Management#11 · 1,827,295 sh | 1,827,295 | $14.0M | 0.21% | +17.7% |
| 12 | GUGGENHEIM CAPITAL#12 · 1,822,745 sh | 1,822,745 | $14.0M | 0.09% | -6.4% |
| 13 | RAYMOND JAMES FINANCIAL#13 · 1,782,406 sh | 1,782,406 | $13.7M | <0.01% | +13.1% |
| 14 | ROYAL BANK OF CANADA#14 · 1,301,970 sh | 1,301,970 | $10.0M | <0.01% | +1.8% |
| 15 | 1607 Capital Partners#15 · 1,218,608 sh | 1,218,608 | $9.3M | 0.81% | -43.7% |
| 16 | Thomas J. Herzfeld Advisors#16 · 1,111,921 sh | 1,111,921 | $8.5M | 2.62% | +55.9% |
| 17 | ICON ADVISERS#17 · 971,097 sh | 971,097 | $7.4M | 1.40% | -43.4% |
| 18 | Kanen Wealth Management#18 · 959,147 sh | 959,147 | $7.4M | 1.79% | +17.9% |
| 19 | UBS Group AG#19 · 912,982 sh | 912,982 | $7.0M | <0.01% | -0.2% |
| 20 | COHEN & STEERS#20 · 853,263 sh | 853,263 | $6.5M | 0.01% | 0.0% |
| 21 | AMERIPRISE FINANCIAL#21 · 805,512 sh | 805,512 | $6.2M | <0.01% | -3.2% |
| 22 | Rockefeller Capital Management L.P.#22 · 722,018 sh | 722,018 | $5.5M | <0.01% | -1.1% |
| 23 | ENVESTNET ASSET MANAGEMENT#23 · 691,859 sh | 691,859 | $5.3M | <0.01% | +45.9% |
| 24 | Ethos Financial Group#24 · 581,044 sh | 581,044 | $4.5M | 0.30% | -10.1% |
| 25 | Almitas Capital#25 · 435,208 sh | 435,208 | $3.3M | 0.80% | +5.7% |
| 26 | Coastal Bridge Advisors#26 · 414,174 sh | 414,174 | $3.2M | 0.20% | +1.8% |
| 27 | Cetera Investment Advisers#27 · 405,966 sh | 405,966 | $3.1M | <0.01% | -10.5% |
| 28 | J.W. COLE ADVISORS#28 · 381,673 sh | 381,673 | $2.9M | 0.05% | New |
| 29 | GraniteShares Advisors#29 · 356,400 sh | 356,400 | $2.7M | 1.76% | +15.1% |
| 30 | Baird Financial Group#30 · 292,973 sh | 292,973 | $2.2M | <0.01% | -4.1% |
| 31 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#31 · 286,282 sh | 286,282 | $2.2M | 0.13% | -1.0% |
| 32 | NewEdge Advisors#32 · 277,570 sh | 277,570 | $2.1M | <0.01% | New |
| 33 | Atlas Wealth#33 · 271,569 sh | 271,569 | $2.1M | 0.30% | New |
| 34 | Matisse Capital#34 · 250,000 sh | 250,000 | $1.9M | 0.77% | 0.0% |
| 35 | HARBOUR INVESTMENTS#35 · 245,449 sh | 245,449 | $1.9M | 0.03% | +2.4% |
| 36 | COMMONWEALTH EQUITY SERVICES#36 · 234,220 sh | 234,220 | $1.8M | <0.01% | -21.4% |
| 37 | RFG Advisory#37 · 227,248 sh | 227,248 | $1.7M | 0.03% | -5.2% |
| 38 | North Ground Capital#38 · 222,501 sh | 222,501 | $1.7M | 2.05% | New |
| 39 | Capital Investment Advisors#39 · 216,825 sh | 216,825 | $1.7M | — | -3.4% |
| 40 | Kovack Advisors#40 · 208,325 sh | 208,325 | $1.6M | 0.08% | +23.5% |
| 41 | OSAIC#41 · 204,292 sh | 204,292 | $1.6M | <0.01% | +9.4% |
| 42 | HOURGLASS CAPITAL#42 · 193,824 sh | 193,824 | $1.5M | — | -1.9% |
| 43 | Aviance Capital Partners#43 · 187,284 sh | 187,284 | $1.4M | 0.15% | -6.1% |
| 44 | Cambridge Investment Research Advisors#44 · 174,914 sh | 174,914 | $1.3M | <0.01% | +5.8% |
| 45 | Advisory Services Network#45 · 149,412 sh | 149,412 | $1.1M | 0.01% | +19.3% |
| 46 | CHOREO#46 · 138,875 sh | 138,875 | $1.1M | 0.01% | +37.1% |
| 47 | GILL CAPITAL PARTNERS#47 · 138,086 sh | 138,086 | $1.1M | — | +97.3% |
| 48 | HORIZON KINETICS ASSET MANAGEMENT#48 · 118,450 sh | 118,450 | $908.5K | 0.01% | -0.7% |
| 49 | Sigma Planning#49 · 113,279 sh | 113,279 | $868.8K | — | +15.6% |
| 50 | MELFA WEALTH MANAGEMENT#50 · 107,219 sh | 107,219 | $822.4K | 0.44% | 0.0% |
| 51 | THRIVENT FINANCIAL FOR LUTHERANS#51 · 106,834 sh | 106,834 | $819.0K | <0.01% | -9.2% |
| 52 | Janney Montgomery Scott#52 · 94,512 sh | 94,512 | $725.0K | <0.01% | -5.3% |
| 53 | Kestra Advisory Services#53 · 87,957 sh | 87,957 | $674.6K | <0.01% | -13.6% |
| 54 | CastleKnight Management#54 · 87,400 sh | 87,400 | $670.4K | <0.01% | 0.0% |
| 55 | Blackhawk Capital Partners#55 · 75,620 sh | 75,620 | $580.0K | 0.19% | 0.0% |
| 56 | ROBINSON CAPITAL MANAGEMENT#56 · 73,895 sh | 73,895 | $566.8K | 0.25% | 0.0% |
| 57 | FIRST ADVISORS#57 · 72,748 sh | 72,748 | $558.0K | <0.01% | -1.5% |
| 58 | Gladstone Institutional Advisory#58 · 71,605 sh | 71,605 | $549.2K | 0.02% | -1.2% |
| 59 | WILEY BROS.-AINTREE CAPITAL#59 · 68,718 sh | 68,718 | $527.1K | <0.01% | +22.5% |
| 60 | Edgemoor Investment Advisors#60 · 68,421 sh | 68,421 | $524.8K | 0.04% | 0.0% |
| 61 | XTX Topco Ltd#61 · 68,111 sh | 68,111 | $522.4K | <0.01% | -34.2% |
| 62 | Cerity Partners#62 · 64,526 sh | 64,526 | $494.9K | <0.01% | -13.4% |
| 63 | Seelaus Asset Management#63 · 63,592 sh | 63,592 | $487.8K | — | +4.4% |
| 64 | INDEPENDENT FINANCIAL GROUP#64 · 63,591 sh | 63,591 | $487.7K | — | -21.2% |
| 65 | Steward Partners Investment Advisory#65 · 62,823 sh | 62,823 | $481.9K | <0.01% | +13.1% |
| 66 | Virtus Investment Advisers#66 · 57,539 sh | 57,539 | $441.3K | 0.10% | -22.6% |
| 67 | WORLD EQUITY GROUP#67 · 57,298 sh | 57,298 | $439.5K | — | +10.8% |
| 68 | STIFEL FINANCIAL#68 · 56,669 sh | 56,669 | $434.6K | <0.01% | -9.7% |
| 69 | Fortitude Advisory Group L.L.C.#69 · 54,980 sh | 54,980 | $421.7K | — | +20.1% |
| 70 | OPPENHEIMER#70 · 54,139 sh | 54,139 | $415.2K | — | +9.7% |
| 71 | Collar Capital Management#71 · 53,397 sh | 53,397 | $409.6K | 0.24% | -1.8% |
| 72 | New England Private Wealth Advisors#72 · 52,431 sh | 52,431 | $401.1K | — | 0.0% |
| 73 | CoreCap Advisors#73 · 47,474 sh | 47,474 | $364.1K | — | +38.1% |
| 74 | Yakira Capital Management#74 · 47,378 sh | 47,378 | $363.4K | 0.10% | -39.1% |
| 75 | Focus Partners Wealth#75 · 45,443 sh | 45,443 | $348.6K | <0.01% | +2.3% |
| 76 | Coquina Private Wealth#76 · 44,304 sh | 44,304 | $339.8K | 0.23% | -0.2% |
| 77 | Global Retirement Partners#77 · 43,816 sh | 43,816 | $336.1K | <0.01% | — |
| 78 | Calamos Advisors#78 · 43,300 sh | 43,300 | $332.1K | <0.01% | +7.1% |
| 79 | CONNING#79 · 43,050 sh | 43,050 | $330.2K | <0.01% | 0.0% |
| 80 | FIFTH THIRD BANCORP#80 · 41,800 sh | 41,800 | $320.6K | <0.01% | +80.3% |
| 81 | Concurrent Investment Advisors#81 · 41,091 sh | 41,091 | $315.2K | — | +3.8% |
| 82 | Koshinski Asset Management#82 · 40,838 sh | 40,838 | $313.2K | 0.02% | 0.0% |
| 83 | RVW Wealth#83 · 40,349 sh | 40,349 | $309.5K | — | 0.0% |
| 84 | Spire Wealth Management#84 · 37,000 sh | 37,000 | $283.8K | <0.01% | -8.6% |
| 85 | Geneos Wealth Management#85 · 36,442 sh | 36,442 | $279.5K | <0.01% | +5854.6% |
| 86 | E&G Advisors#86 · 35,659 sh | 35,659 | $273.5K | — | -0.2% |
| 87 | Integrated Wealth Concepts#87 · 33,188 sh | 33,188 | $254.6K | <0.01% | +4.7% |
| 88 | CALTON & ASSOCIATES#88 · 33,125 sh | 33,125 | $254.1K | 0.04% | +5.3% |
| 89 | Closed-End Fund Advisors#89 · 32,942 sh | 32,942 | $252.7K | 0.25% | +1.7% |
| 90 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#90 · 32,520 sh | 32,520 | $249.4K | 0.01% | -91.5% |
| 91 | BLUELINE ADVISORS#91 · 30,870 sh | 30,870 | $238.0K | — | +4.6% |
| 92 | HBK Sorce Advisory#92 · 30,119 sh | 30,119 | $232.8K | <0.01% | 0.0% |
| 93 | Sanctuary Advisors#93 · 29,367 sh | 29,367 | $225.2K | <0.01% | +0.1% |
| 94 | Private Advisor Group#94 · 29,157 sh | 29,157 | $223.6K | <0.01% | -55.2% |
| 95 | BOOTHBAY FUND MANAGEMENT#95 · 28,766 sh | 28,766 | $220.6K | <0.01% | +74.6% |
| 96 | WEALTH ENHANCEMENT ADVISORY SERVICES#96 · 27,669 sh | 27,669 | $213.9K | — | +53.4% |
| 97 | Beacon Pointe Advisors#97 · 26,598 sh | 26,598 | $204.0K | <0.01% | +5.3% |
| 98 | M Securities#98 · 26,139 sh | 26,139 | $200.0K | 0.03% | New |
| 99 | SHEETS SMITH WEALTH MANAGEMENT#99 · 26,010 sh | 26,010 | $199.5K | — | 0.0% |
| 100 | Centurion Wealth Management#100 · 23,924 sh | 23,924 | $183.5K | — | 0.0% |
Funds that sold out of JFR in Q2 2026 (28)
Held JFR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P.939,188 sh | 939,188 | $7.1M |
| Logan Stone Capital502,052 sh | 502,052 | $3.8M |
| ABSOLUTE INVESTMENT ADVISERS391,237 sh | 391,237 | $2.9M |
| JANE STREET GROUP304,722 sh | 304,722 | $2.3M |
| Saba Capital Management, L.P.300,025 sh | 300,025 | $2.3M |
| WOLVERINE ASSET MANAGEMENT271,051 sh | 271,051 | $2.0M |
| READYSTATE ASSET MANAGEMENT196,077 sh | 196,077 | $1.5M |
| Quarry150,100 sh | 150,100 | $1.1M |
| Arlington Capital Management112,678 sh | 112,678 | $847.3K |
| Ionic Capital Management94,360 sh | 94,360 | $709.6K |
| Arete Wealth Advisors23,717 sh | 23,717 | $580.2K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.64,399 sh | 64,399 | $484.3K |
| Golden State Equity Partners40,509 sh | 40,509 | $304.6K |
| NOMURA32,038 sh | 32,038 | $240.9K |
| Stratos Wealth Advisors14,686 sh | 14,686 | $110.4K |
| Investment Management13,020 sh | 13,020 | $97.9K |
| Bank of New York Mellon12,893 sh | 12,893 | $97.0K |
| Virtu Financial12,694 sh | 12,694 | $95.0K |
| WESTBOURNE INVESTMENTS11,650 sh | 11,650 | $87.6K |
| Creative Planning10,494 sh | 10,494 | $78.9K |
| Z3 Capital Partners10,462 sh | 10,462 | $78.7K |
| Stratos Wealth Partners, LTD.10,416 sh | 10,416 | $78.3K |
| Samalin Investment Counsel10,328 sh | 10,328 | $77.7K |
| Asset Dedication5,580 sh | 5,580 | $42.0K |
| Global Wealth Strategies & Associates4,850 sh | 4,850 | $36.5K |
| MAI Capital Management1,000 sh | 1,000 | $7.5K |
| JONES FINANCIAL COMPANIES LLLP377 sh | 377 | $2.7K |
| Tower Research Capital (TRC)16 sh | 16 | $120.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.