Nuveen VAR RT Pref & Inc (NPFD)

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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Legacy Capital Wealth Partners, LLC

NEW

Shares147,232

Change+147,232

Value$2.5M

Filed 2026-10-21

PVG Asset Management Corp

NEW

Shares73,463

Change+73,463

Value$1.3M

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares69,629 from 67,225

Change+2,404 (+4%)

Value$1.2M (-$59.9K)

Filed 2026-11-02

Closed-End Fund Advisors, Inc.

DECREASED

Shares50,469 from 51,519

Change-1,050 (-2%)

Value$873.6K (-$96.0K)

Filed 2026-11-04

Wedbush Securities Inc

INCREASED

Shares43,225 from 36,897

Change+6,328 (+17%)

Value$748 (-$693.3K)

Filed 2026-10-22

Uhlmann Price Securities, LLC

DECREASED

Shares20,156 from 20,294

Change-138 (-1%)

Value$348.9K (-$33.1K)

Filed 2026-11-03

LPL Financial LLC

DECREASED

Shares18,268 from 18,883

Change-615 (-3%)

Value$316.2K (-$39.2K)

Filed 2026-11-06

Smith Chas P & Associates PA Cpas

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$311.2K (-$27.5K)

Filed 2026-10-22

Lido Advisors, LLC

UNCHANGED

Shares15,054 from 15,054

Change0 (0%)

Value$260.6K (-$25.1K)

Filed 2026-11-04

Sage Capital Management, LLC

UNCHANGED

Shares13,500 from 13,500

Change0 (0%)

Value$233.7K (-$20.4K)

Filed 2026-10-20

Seed Wealth Management, Inc.

DECREASED

Shares13,300 from 17,030

Change-3,730 (-22%)

Value$230.2K (-$90.3K)

Filed 2026-10-20

Choreo, LLC

DECREASED

Shares12,109 from 12,756

Change-647 (-5%)

Value$211.6K (-$30.5K)

Filed 2026-10-28

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares11,767 from 11,767

Change0 (0%)

Value$203.7K (-$17.8K)

Filed 2026-10-29

Accredited Investor Services, LLC

INCREASED

Shares11,685 from 11,658

Change+27 (+0%)

Value$202.3K (-$17.1K)

Filed 2026-10-22

Merit Financial Group, LLC

INCREASED

Shares10,904 from 10,791

Change+113 (+1%)

Value$188.7K (-$14.3K)

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,008 from 3,112

Change-104 (-3%)

Value$52.1K (-$6.5K)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares2,539 from 2,539

Change0 (0%)

Value$44.0K (-$3.8K)

Filed 2026-10-08

WPG Advisers, LLC

INCREASED

Shares1,502 from 1,375

Change+127 (+9%)

Value$26.0K (+$122)

Filed 2026-10-27

Fifth Third Bancorp

DECREASED

Shares968 from 974

Change-6 (-1%)

Value$16.8K (-$1.6K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares947 from 947

Change0 (0%)

Value$16.4K (-$1.4K)

Filed 2026-11-05

FNY Investment Advisers, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$12 (-$1)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares301 from 458

Change-157 (-34%)

Value$5.2K (-$3.4K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares61

Change+61

Value$1.1K

Filed 2026-10-21

Assetmark, Inc

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$762 (-$66)

Filed 2026-10-21

Barclays PLC

CLOSED

Shares0 from 2,800

Change-2,800 (-100%)

Value$0 (-$52.7K)

Filed 2026-11-06

IFP Advisors, Inc

CLOSED

Shares0 from 611

Change-611 (-100%)

Value$0 (-$11.5K)

Filed 2026-10-16

SIT Investment Associates Inc

N/A

Shares— from 2,408,758

Change-2,408,758 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,968,184

Change-1,968,184 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 587,471

Change-587,471 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 444,389

Change-444,389 (-100%)

Value—

UBS Group AG

N/A

Shares— from 416,649

Change-416,649 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 270,297

Change-270,297 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 265,957

Change-265,957 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 263,387

Change-263,387 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 205,000

Change-205,000 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 154,395

Change-154,395 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 127,209

Change-127,209 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 64,082

Change-64,082 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 50,421

Change-50,421 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 47,557

Change-47,557 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 42,371

Change-42,371 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 41,584

Change-41,584 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 30,635

Change-30,635 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 27,976

Change-27,976 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 23,357

Change-23,357 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 19,744

Change-19,744 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,027

Change-18,027 (-100%)

Value—

&partners

N/A

Shares— from 15,083

Change-15,083 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 14,622

Change-14,622 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 12,328

Change-12,328 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,101

Change-6,101 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 3,269

Change-3,269 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 533

Change-533 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 393

Change-393 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 393

Change-393 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 166

Change-166 (-100%)

Value—

	Status
Legacy Capital Wealth Partners, LLC	NEW	147,232	—	+147,232	—	—	$2.5M	—	2026-10-21
PVG Asset Management Corp	NEW	73,463	—	+73,463	—	—	$1.3M	—	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	69,629	67,225	+2,404	+4%	$1.3M	$1.2M	-$59.9K	2026-11-02
Closed-End Fund Advisors, Inc.	DECREASED	50,469	51,519	-1,050	-2%	$969.6K	$873.6K	-$96.0K	2026-11-04
Wedbush Securities Inc	INCREASED	43,225	36,897	+6,328	+17%	$694.0K	$748	-$693.3K	2026-10-22
Uhlmann Price Securities, LLC	DECREASED	20,156	20,294	-138	-1%	$382.0K	$348.9K	-$33.1K	2026-11-03
LPL Financial LLC	DECREASED	18,268	18,883	-615	-3%	$355.4K	$316.2K	-$39.2K	2026-11-06
Smith Chas P & Associates PA Cpas	UNCHANGED	18,000	18,000	0	0%	$338.8K	$311.2K	-$27.5K	2026-10-22
Lido Advisors, LLC	UNCHANGED	15,054	15,054	0	0%	$285.7K	$260.6K	-$25.1K	2026-11-04
Sage Capital Management, LLC	UNCHANGED	13,500	13,500	0	0%	$254.1K	$233.7K	-$20.4K	2026-10-20
Seed Wealth Management, Inc.	DECREASED	13,300	17,030	-3,730	-22%	$320.5K	$230.2K	-$90.3K	2026-10-20
Choreo, LLC	DECREASED	12,109	12,756	-647	-5%	$242.1K	$211.6K	-$30.5K	2026-10-28
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	11,767	11,767	0	0%	$221.5K	$203.7K	-$17.8K	2026-10-29
Accredited Investor Services, LLC	INCREASED	11,685	11,658	+27	+0%	$219.4K	$202.3K	-$17.1K	2026-10-22
Merit Financial Group, LLC	INCREASED	10,904	10,791	+113	+1%	$203.1K	$188.7K	-$14.3K	2026-11-06
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,008	3,112	-104	-3%	$58.6K	$52.1K	-$6.5K	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	2,539	2,539	0	0%	$47.8K	$44.0K	-$3.8K	2026-10-08
WPG Advisers, LLC	INCREASED	1,502	1,375	+127	+9%	$25.9K	$26.0K	+$122	2026-10-27
Fifth Third Bancorp	DECREASED	968	974	-6	-1%	$18.3K	$16.8K	-$1.6K	2026-11-05
US Bancorp \de\	UNCHANGED	947	947	0	0%	$17.8K	$16.4K	-$1.4K	2026-11-05
FNY Investment Advisers, LLC	UNCHANGED	700	700	0	0%	$13	$12	-$1	2026-10-16
Farther Finance Advisors, LLC	DECREASED	301	458	-157	-34%	$8.6K	$5.2K	-$3.4K	2026-10-08
Root Financial Partners, LLC	NEW	61	—	+61	—	—	$1.1K	—	2026-10-21
Assetmark, Inc	UNCHANGED	44	44	0	0%	$828	$762	-$66	2026-10-21
Barclays PLC	CLOSED	0	2,800	-2,800	-100%	$52.7K	$0	-$52.7K	2026-11-06
IFP Advisors, Inc	CLOSED	0	611	-611	-100%	$11.5K	$0	-$11.5K	2026-10-16
SIT Investment Associates Inc	N/A	—	2,408,758	-2,408,758	-100%	$45.3M	—	—	—
Morgan Stanley	N/A	—	1,968,184	-1,968,184	-100%	$37.0M	—	—	—
Royal Bank of Canada	N/A	—	587,471	-587,471	-100%	$11.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	444,389	-444,389	-100%	$8.4M	—	—	—
UBS Group AG	N/A	—	416,649	-416,649	-100%	$7.8M	—	—	—
Wells Fargo & Company	N/A	—	270,297	-270,297	-100%	$5.1M	—	—	—
Invesco Ltd.	N/A	—	265,957	-265,957	-100%	$5.0M	—	—	—
Atlas Wealth LLC	N/A	—	263,387	-263,387	-100%	$5.0M	—	—	—
Cohen & Steers, Inc.	N/A	—	205,000	-205,000	-100%	$3.9M	—	—	—
Stifel Financial Corp	N/A	—	154,395	-154,395	-100%	$2.9M	—	—	—
First Trust Advisors LP	N/A	—	127,209	-127,209	-100%	$2.4M	—	—	—
Evolve Private Wealth, LLC	N/A	—	64,082	-64,082	-100%	$1.2M	—	—	—
Summit Financial, LLC	N/A	—	50,421	-50,421	-100%	$956.8K	—	—	—
Cetera Investment Advisers	N/A	—	47,557	-47,557	-100%	$895.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	42,371	-42,371	-100%	$797.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	41,584	-41,584	-100%	$782.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	30,635	-30,635	-100%	$577.0K	—	—	—
Bessemer Group Inc	N/A	—	27,976	-27,976	-100%	$527.0K	—	—	—
Bank of America Corp	N/A	—	23,357	-23,357	-100%	$439.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	19,744	-19,744	-100%	$371.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	18,027	-18,027	-100%	$339.3K	—	—	—
&partners	N/A	—	15,083	-15,083	-100%	$283.9K	—	—	—
Virtu Financial LLC	N/A	—	14,622	-14,622	-100%	$275.0K	—	—	—
Millennium Management LLC	N/A	—	12,328	-12,328	-100%	$232.0K	—	—	—
Arax Advisory Partners	N/A	—	6,101	-6,101	-100%	$114.8K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	3,269	-3,269	-100%	$61.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	533	-533	-100%	$10.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	393	-393	-100%	$7.4K	—	—	—
BFC Planning, Inc.	N/A	—	393	-393	-100%	$7.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	166	-166	-100%	$3.1K	—	—	—

Showing 56 of 56 institutions