Nuveen Core Plus Impact (NPCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Flagship Harbor Advisors, LLC

DECREASED

Shares120,802 from 124,411

Change-3,609 (-3%)

Value$1.1M (-$151.3K)

Filed 2026-10-26

SeaCrest Wealth Management, LLC

DECREASED

Shares32,491 from 32,997

Change-506 (-2%)

Value$298.3K (-$36.0K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares21,952 from 58,094

Change-36,142 (-62%)

Value$202 (-$587.8K)

Filed 2026-11-02

Closed-End Fund Advisors, Inc.

DECREASED

Shares21,218 from 22,888

Change-1,670 (-7%)

Value$194.8K (-$37.1K)

Filed 2026-11-04

Uhlmann Price Securities, LLC

INCREASED

Shares16,314 from 15,879

Change+435 (+3%)

Value$149.8K (-$11.1K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares11,345 from 6,404

Change+4,941 (+77%)

Value$104.1K (+$39.3K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares9,132 from 9,132

Change0 (0%)

Value$83.8K (-$8.7K)

Filed 2026-11-05

CoreCap Advisors, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$45.9K (-$4.8K)

Filed 2026-10-08

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares4,082 from 4,082

Change0 (0%)

Value$37.5K (-$3.9K)

Filed 2026-10-29

Larson Financial Group LLC

UNCHANGED

Shares3,720 from 3,720

Change0 (0%)

Value$34.2K (-$3.5K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares3,434

Change+3,434

Value$31.5K

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,287 from 3,291

Change-4 (0%)

Value$30.2K (-$3.2K)

Filed 2026-10-27

Cassaday & Co Wealth Management LLC

NEW

Shares2,415

Change+2,415

Value$22.2K

Filed 2026-10-27

WPG Advisers, LLC

DECREASED

Shares2,047 from 2,055

Change-8 (0%)

Value$18.8K (-$2.0K)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$9.2K (-$950)

Filed 2026-10-19

FNY Investment Advisers, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$5 (-$1)

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$532 (-$56)

Filed 2026-10-21

United Community Bank

NEW

Shares9

Change+9

Value$83

Filed 2026-10-28

Onyx Bridge Wealth Group LLC

CLOSED

Shares0 from 10,267

Change-10,267 (-100%)

Value$0 (-$104.0K)

Filed 2026-10-16

Morgan Stanley

N/A

Shares— from 2,674,133

Change-2,674,133 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 1,535,428

Change-1,535,428 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 814,982

Change-814,982 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 485,099

Change-485,099 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 484,030

Change-484,030 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 382,175

Change-382,175 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 324,495

Change-324,495 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 259,972

Change-259,972 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 176,408

Change-176,408 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 100,542

Change-100,542 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 90,163

Change-90,163 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 76,707

Change-76,707 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 68,731

Change-68,731 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 62,441

Change-62,441 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 37,461

Change-37,461 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 36,196

Change-36,196 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 31,404

Change-31,404 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 28,502

Change-28,502 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 24,509

Change-24,509 (-100%)

Value—

UBS Group AG

N/A

Shares— from 22,415

Change-22,415 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,909

Change-20,909 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 11,512

Change-11,512 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 11,352

Change-11,352 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,759

Change-10,759 (-100%)

Value—

&partners

N/A

Shares— from 10,068

Change-10,068 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 8,315

Change-8,315 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,712

Change-6,712 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,712

Change-6,712 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,388

Change-1,388 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 521

Change-521 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

	Status
Flagship Harbor Advisors, LLC	DECREASED	120,802	124,411	-3,609	-3%	$1.3M	$1.1M	-$151.3K	2026-10-26
SeaCrest Wealth Management, LLC	DECREASED	32,491	32,997	-506	-2%	$334.3K	$298.3K	-$36.0K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	21,952	58,094	-36,142	-62%	$588.0K	$202	-$587.8K	2026-11-02
Closed-End Fund Advisors, Inc.	DECREASED	21,218	22,888	-1,670	-7%	$231.9K	$194.8K	-$37.1K	2026-11-04
Uhlmann Price Securities, LLC	INCREASED	16,314	15,879	+435	+3%	$160.9K	$149.8K	-$11.1K	2026-11-03
Fifth Third Bancorp	INCREASED	11,345	6,404	+4,941	+77%	$64.9K	$104.1K	+$39.3K	2026-11-05
US Bancorp \de\	UNCHANGED	9,132	9,132	0	0%	$92.5K	$83.8K	-$8.7K	2026-11-05
CoreCap Advisors, LLC	UNCHANGED	5,000	5,000	0	0%	$50.7K	$45.9K	-$4.8K	2026-10-08
Blue Bell Private Wealth Management, LLC	UNCHANGED	4,082	4,082	0	0%	$41.4K	$37.5K	-$3.9K	2026-10-29
Larson Financial Group LLC	UNCHANGED	3,720	3,720	0	0%	$37.7K	$34.2K	-$3.5K	2026-11-05
Root Financial Partners, LLC	NEW	3,434	—	+3,434	—	—	$31.5K	—	2026-10-21
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,287	3,291	-4	0%	$33.3K	$30.2K	-$3.2K	2026-10-27
Cassaday & Co Wealth Management LLC	NEW	2,415	—	+2,415	—	—	$22.2K	—	2026-10-27
WPG Advisers, LLC	DECREASED	2,047	2,055	-8	0%	$20.8K	$18.8K	-$2.0K	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$10.1K	$9.2K	-$950	2026-10-19
FNY Investment Advisers, LLC	UNCHANGED	600	600	0	0%	$6	$5	-$1	2026-10-16
Assetmark, Inc	UNCHANGED	58	58	0	0%	$588	$532	-$56	2026-10-21
United Community Bank	NEW	9	—	+9	—	—	$83	—	2026-10-28
Onyx Bridge Wealth Group LLC	CLOSED	0	10,267	-10,267	-100%	$104.0K	$0	-$104.0K	2026-10-16
Morgan Stanley	N/A	—	2,674,133	-2,674,133	-100%	$27.1M	—	—	—
Atlas Wealth LLC	N/A	—	1,535,428	-1,535,428	-100%	$15.6M	—	—	—
Penserra Capital Management LLC	N/A	—	814,982	-814,982	-100%	$8.3M	—	—	—
Guggenheim Capital LLC	N/A	—	485,099	-485,099	-100%	$4.9M	—	—	—
Captrust Financial Advisors	N/A	—	484,030	-484,030	-100%	$4.9M	—	—	—
SIT Investment Associates Inc	N/A	—	382,175	-382,175	-100%	$3.9M	—	—	—
Wells Fargo & Company	N/A	—	324,495	-324,495	-100%	$3.3M	—	—	—
Stifel Financial Corp	N/A	—	259,972	-259,972	-100%	$2.6M	—	—	—
Bank of America Corp	N/A	—	176,408	-176,408	-100%	$1.8M	—	—	—
LPL Financial LLC	N/A	—	100,542	-100,542	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	90,163	-90,163	-100%	$913.5K	—	—	—
Royal Bank of Canada	N/A	—	76,707	-76,707	-100%	$777.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	68,731	-68,731	-100%	$696.2K	—	—	—
Invesco Ltd.	N/A	—	62,441	-62,441	-100%	$632.5K	—	—	—
PFG Investments, LLC	N/A	—	37,461	-37,461	-100%	$379.5K	—	—	—
Evolve Private Wealth, LLC	N/A	—	36,196	-36,196	-100%	$369.9K	—	—	—
HRT Financial LP	N/A	—	31,404	-31,404	-100%	$318.0K	—	—	—
Raymond James Financial Inc	N/A	—	28,502	-28,502	-100%	$288.7K	—	—	—
Readystate Asset Management LP	N/A	—	24,509	-24,509	-100%	$248.3K	—	—	—
UBS Group AG	N/A	—	22,415	-22,415	-100%	$227.1K	—	—	—
XTX Topco Ltd	N/A	—	20,909	-20,909	-100%	$211.8K	—	—	—
Nomura Holdings Inc	N/A	—	16,000	-16,000	-100%	$162.1K	—	—	—
Savant Capital, LLC	N/A	—	11,512	-11,512	-100%	$117.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	11,352	-11,352	-100%	$115.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,759	-10,759	-100%	$109.0K	—	—	—
&partners	N/A	—	10,068	-10,068	-100%	$102.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	8,315	-8,315	-100%	$84.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,712	-6,712	-100%	$68.0K	—	—	—
BFC Planning, Inc.	N/A	—	6,712	-6,712	-100%	$68.0K	—	—	—
Quent Capital, LLC	N/A	—	1,500	-1,500	-100%	$15.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,388	-1,388	-100%	$13.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	521	-521	-100%	$5.3K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	500	-500	-100%	$5.1K	—	—	—

Showing 52 of 52 institutions