Nuveen Preferred & Income Opportunities Fund (JPC) — Institutional Holders, Q2 2026 (page 2)
334 institutional investment managers reported a JPC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $519.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JPC 13F holders ranked 101–200 of 334
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | MOSAIC FAMILY WEALTH PARTNERS#101 · 61,444 sh | 61,444 | $484.2K | 0.03% | 0.0% |
| 102 | Centurion Wealth Management#102 · 58,732 sh | 58,732 | $462.8K | — | -12.3% |
| 103 | Ameritas Advisory Services#103 · 57,103 sh | 57,103 | $450.0K | <0.01% | +35.3% |
| 104 | WEALTH EFFECTS#104 · 56,090 sh | 56,090 | $442.0K | — | 0.0% |
| 105 | RITHOLTZ WEALTH MANAGEMENT#105 · 55,306 sh | 55,306 | $435.8K | <0.01% | New |
| 106 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#106 · 55,269 sh | 55,269 | $435.5K | 0.11% | 0.0% |
| 107 | Rockefeller Capital Management L.P.#107 · 54,009 sh | 54,009 | $425.6K | <0.01% | +8.0% |
| 108 | Core Wealth Partners#108 · 53,224 sh | 53,224 | $419.4K | 0.18% | New |
| 109 | MML INVESTORS SERVICES#109 · 53,132 sh | 53,132 | $418.7K | <0.01% | -0.6% |
| 110 | B. Riley Wealth Advisors#110 · 51,889 sh | 51,889 | $407.3K | — | 0.0% |
| 111 | Concurrent Investment Advisors#111 · 51,605 sh | 51,605 | $406.7K | — | +3.9% |
| 112 | Cottage Street Advisors#112 · 50,771 sh | 50,771 | $400.1K | — | +2.0% |
| 113 | Onyx Financial Advisors#113 · 50,149 sh | 50,149 | $395.2K | — | 0.0% |
| 114 | Investmark Advisory Group#114 · 48,287 sh | 48,287 | $380.5K | 0.14% | +0.5% |
| 115 | KESTRA PRIVATE WEALTH SERVICES#115 · 47,502 sh | 47,502 | $374.3K | <0.01% | -44.1% |
| 116 | Savvy Advisors#116 · 47,041 sh | 47,041 | $370.7K | <0.01% | -11.7% |
| 117 | HRT FINANCIAL#117 · 45,587 sh | 45,587 | $359.0K | <0.01% | +21.0% |
| 118 | Sage Capital Advisors#118 · 44,691 sh | 44,691 | $352.2K | — | +1.8% |
| 119 | Operose Advisors#119 · 44,465 sh | 44,465 | $350.4K | 0.07% | 0.0% |
| 120 | NWF Advisory Services#120 · 42,721 sh | 42,721 | $336.6K | — | -8.6% |
| 121 | Advance Capital Management#121 · 42,681 sh | 42,681 | $336.3K | 0.01% | +168.0% |
| 122 | Global Retirement Partners#122 · 42,204 sh | 42,204 | $332.6K | <0.01% | — |
| 123 | GILL CAPITAL PARTNERS#123 · 41,748 sh | 41,748 | $329.0K | — | +100.0% |
| 124 | Carson Advisory#124 · 41,561 sh | 41,561 | $327.5K | 0.15% | 0.0% |
| 125 | IHT Wealth Management#125 · 41,102 sh | 41,102 | $323.9K | <0.01% | -10.3% |
| 126 | RMB Capital Management#126 · 40,346 sh | 40,346 | $320.2K | <0.01% | -33.8% |
| 127 | Equitable#127 · 39,903 sh | 39,903 | $314.4K | <0.01% | +4.4% |
| 128 | FIRST MERCHANTS#128 · 39,283 sh | 39,283 | $309.6K | — | 0.0% |
| 129 | Clear Street Group#129 · 39,016 sh | 39,016 | $307.4K | <0.01% | New |
| 130 | WHITTIER#130 · 37,532 sh | 37,532 | $294.6K | <0.01% | +32.2% |
| 131 | KINGSWOOD WEALTH ADVISORS#131 · 37,182 sh | 37,182 | $293.0K | — | 0.0% |
| 132 | TCG Advisory Services#132 · 36,389 sh | 36,389 | $286.7K | <0.01% | -3.2% |
| 133 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#133 · 36,305 sh | 36,305 | $286.1K | <0.01% | -18.7% |
| 134 | LIBERTY WEALTH MANAGEMENT#134 · 37,890 sh | 37,890 | $285.7K | 0.04% | 0.0% |
| 135 | SILVER OAK SECURITIES#135 · 36,035 sh | 36,035 | $284.0K | 0.02% | -7.7% |
| 136 | SMITH CHAS P & ASSOCIATES PA CPAS#136 · 35,000 sh | 35,000 | $275.8K | — | 0.0% |
| 137 | DAYMARK WEALTH PARTNERS#137 · 34,405 sh | 34,405 | $271.1K | <0.01% | -2.4% |
| 138 | Patriot Financial Group Insurance Agency#138 · 34,258 sh | 34,258 | $270.0K | — | -50.3% |
| 139 | Prairie Wealth Advisors#139 · 0 sh | 0 | $269.8K | 0.06% | New |
| 140 | Fund Advisors of America#140 · 32,903 sh | 32,903 | $259.3K | 0.24% | +2.2% |
| 141 | Baird Financial Group#141 · 32,014 sh | 32,014 | $252.3K | <0.01% | 0.0% |
| 142 | SMITHBRIDGE ASSET MANAGEMENT#142 · 32,000 sh | 32,000 | $252.2K | — | -0.2% |
| 143 | Kovack Advisors#143 · 32,082 sh | 32,082 | $251.6K | 0.01% | -12.8% |
| 144 | Integrated Wealth Concepts#144 · 31,606 sh | 31,606 | $249.1K | <0.01% | +132.2% |
| 145 | Concord Wealth Partners#145 · 31,296 sh | 31,296 | $246.6K | 0.03% | +11.2% |
| 146 | M Securities#146 · 31,161 sh | 31,161 | $245.0K | 0.03% | +11.6% |
| 147 | D.A. DAVIDSON#147 · 31,089 sh | 31,089 | $245.0K | <0.01% | -6.0% |
| 148 | Mount Yale Investment Advisors#148 · 30,609 sh | 30,609 | $243.0K | <0.01% | +1.8% |
| 149 | Fortitude Advisory Group L.L.C.#149 · 30,719 sh | 30,719 | $242.1K | — | 0.0% |
| 150 | Vestmark Advisory Solutions#150 · 30,609 sh | 30,609 | $241.2K | <0.01% | +5.3% |
| 151 | J. L. Bainbridge#151 · 30,571 sh | 30,571 | $240.9K | — | +41.3% |
| 152 | Marex Group plc#152 · 30,000 sh | 30,000 | $236.4K | <0.01% | New |
| 153 | OPPENHEIMER#153 · 29,877 sh | 29,877 | $235.4K | — | -0.2% |
| 154 | McAlister, Sweet & Associates#154 · 29,583 sh | 29,583 | $233.1K | — | +72.1% |
| 155 | Physician Wealth Advisors#155 · 29,367 sh | 29,367 | $231.4K | — | 0.0% |
| 156 | Joel Isaacson#156 · 28,563 sh | 28,563 | $225.1K | <0.01% | New |
| 157 | Farther Finance Advisors#157 · 28,264 sh | 28,264 | $222.7K | — | -0.7% |
| 158 | Mueller Wealth#158 · 28,255 sh | 28,255 | $222.6K | 0.15% | +6.0% |
| 159 | Advisor OS#159 · 27,802 sh | 27,802 | $219.1K | 0.01% | -3.4% |
| 160 | SageGuard Financial Group#160 · 27,604 sh | 27,604 | $217.5K | 0.03% | +2.0% |
| 161 | J.W. COLE ADVISORS#161 · 27,262 sh | 27,262 | $214.8K | <0.01% | New |
| 162 | CALDWELL SUTTER CAPITAL#162 · 27,144 sh | 27,144 | $213.9K | 0.08% | 0.0% |
| 163 | Jacobi Capital Management#163 · 26,550 sh | 26,550 | $209.2K | 0.01% | +8.5% |
| 164 | World Investment Advisors#164 · 27,191 sh | 27,191 | $208.7K | <0.01% | -72.8% |
| 165 | Allworth Financial#165 · 26,244 sh | 26,244 | $206.8K | <0.01% | +12.7% |
| 166 | Creative Planning#166 · 26,144 sh | 26,144 | $206.0K | <0.01% | -23.7% |
| 167 | KEYBANK NATIONAL ASSOCIATION#167 · 24,921 sh | 24,921 | $196.4K | <0.01% | 0.0% |
| 168 | Summit Financial#168 · 24,611 sh | 24,611 | $195.7K | <0.01% | -5.9% |
| 169 | Closed-End Fund Advisors#169 · 24,785 sh | 24,785 | $195.3K | 0.19% | 0.0% |
| 170 | Sigma Planning#170 · 24,728 sh | 24,728 | $194.9K | — | -0.7% |
| 171 | Berger Financial Group#171 · 24,565 sh | 24,565 | $193.6K | <0.01% | +0.9% |
| 172 | DUNCKER STREETT#172 · 24,474 sh | 24,474 | $192.9K | 0.03% | 0.0% |
| 173 | Merit Financial Group#173 · 24,468 sh | 24,468 | $192.8K | <0.01% | -3.4% |
| 174 | RFG Advisory#174 · 24,434 sh | 24,434 | $192.5K | <0.01% | +9.2% |
| 175 | US BANCORP \DE\#175 · 24,262 sh | 24,262 | $191.2K | <0.01% | +12.7% |
| 176 | Apollon Wealth Management#176 · 24,143 sh | 24,143 | $190.2K | — | +4.5% |
| 177 | International Private Wealth Advisors#177 · 24,089 sh | 24,089 | $189.8K | 0.10% | +2.4% |
| 178 | Founders Financial Alliance#178 · 24,056 sh | 24,056 | $189.6K | 0.03% | +0.2% |
| 179 | BOOTHBAY FUND MANAGEMENT#179 · 24,008 sh | 24,008 | $189.2K | <0.01% | +84.4% |
| 180 | Glass Jacobson Investment Advisors#180 · 22,692 sh | 22,692 | $178.8K | — | +0.5% |
| 181 | Sage Capital Management#181 · 22,500 sh | 22,500 | $177.3K | — | 0.0% |
| 182 | EP Wealth Advisors#182 · 22,146 sh | 22,146 | $174.5K | <0.01% | New |
| 183 | PFG Investments#183 · 21,305 sh | 21,305 | $167.9K | <0.01% | -7.4% |
| 184 | Tyche Wealth Partners#184 · 21,273 sh | 21,273 | $167.6K | 0.02% | -4.4% |
| 185 | Gridiron Partners#185 · 21,023 sh | 21,023 | $165.7K | — | -51.5% |
| 186 | Western Wealth Management#186 · 20,347 sh | 20,347 | $160.3K | <0.01% | -15.1% |
| 187 | DV Trading#187 · 20,216 sh | 20,216 | $159.3K | <0.01% | 0.0% |
| 188 | TSFG#188 · 20,222 sh | 20,222 | $159.0K | — | 0.0% |
| 189 | Pacific Wealth Strategies Group#189 · 20,000 sh | 20,000 | $157.6K | 0.09% | 0.0% |
| 190 | Vines Capital Management#190 · 19,913 sh | 19,913 | $156.9K | 0.13% | 0.0% |
| 191 | WealthTrust Axiom#191 · 19,879 sh | 19,879 | $156.6K | 0.04% | 0.0% |
| 192 | CLIFFORD SWAN INVESTMENT COUNSEL#192 · 18,952 sh | 18,952 | $149.3K | <0.01% | 0.0% |
| 193 | SIGNATUREFD#193 · 18,527 sh | 18,527 | $146.0K | — | New |
| 194 | SHUFRO ROSE#194 · 18,373 sh | 18,373 | $144.8K | <0.01% | 0.0% |
| 195 | CreativeOne Wealth#195 · 18,079 sh | 18,079 | $142.5K | <0.01% | +1.1% |
| 196 | PRIVATE NA#196 · 18,038 sh | 18,038 | $142.1K | — | -42.1% |
| 197 | Valley Brook Capital Group#197 · 17,909 sh | 17,909 | $141.1K | — | -11.8% |
| 198 | Waterfront Wealth#198 · 17,808 sh | 17,808 | $140.5K | 0.02% | -5.2% |
| 199 | JB Capital#199 · 17,736 sh | 17,736 | $139.8K | — | +0.6% |
| 200 | KING LUTHER CAPITAL MANAGEMENT#200 · 17,577 sh | 17,577 | $138.5K | <0.01% | 0.0% |
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.