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Who owns JFRWhat JFR owns — n/a

Who owns Nuveen Floating Rate Income Fund?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of JFR from SEC Form 13F filings across 174 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 174 institutions disclosed 59.7M shares of Nuveen Floating Rate Income Fund worth $458.0M — about 37.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.

174

13F holders

$458.0M

value, 2026 filers

37.1%

of shares outstanding (59.7M sh)

19

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JFR's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY9.0M$69.3M0.0%5.6%+48.8%
2SIT INVESTMENT ASSOCIATES INC4.1M$31.3M0.6%2.5%-12.0%
3Congress Park Capital LLC3.5M$26.7M7.2%2.2%+11.4%
4LOOMIS SAYLES & CO L P3.0M$22.8M0.0%1.8%+2.6%
5Invesco Ltd.2.9M$22.5M0.0%1.8%-0.3%
6Penserra Capital Management LLC2.9M$22.2M0.2%1.8%+4.0%
7LPL Financial LLC2.6M$20.1M0.0%1.6%-0.1%
8WELLS FARGO & COMPANY/MN2.6M$20.0M0.0%1.6%+4.5%
9BANK OF AMERICA CORP /DE/2.0M$15.6M0.0%1.3%+6.0%
10Cyndeo Wealth Partners, LLC2.0M$15.3M0.7%1.2%+11.4%
11Advisors Asset Management, Inc.1.8M$14.0M0.2%1.1%+17.7%
12GUGGENHEIM CAPITAL LLC1.8M$14.0M0.1%1.1%-6.4%
13RAYMOND JAMES FINANCIAL INC1.8M$13.7M0.0%1.1%+13.1%
14ROYAL BANK OF CANADA1.3M$10.0M0.0%0.8%+1.8%
151607 Capital Partners, LLC1.2M$9.3M0.8%0.8%-43.7%
16Thomas J. Herzfeld Advisors, Inc.1.1M$8.5M2.6%0.7%+55.9%
17ICON ADVISERS INC/CO971,097$7.4M1.4%0.6%-43.4%
18Kanen Wealth Management LLC959,147$7.4M1.8%0.6%+17.9%
19UBS Group AG912,982$7.0M0.0%0.6%-0.2%
20COHEN & STEERS, INC.853,263$6.5M0.0%0.5%0.0%
21AMERIPRISE FINANCIAL INC805,512$6.2M0.0%0.5%-3.2%
22Rockefeller Capital Management L.P.722,018$5.5M0.0%0.4%-1.1%
23ENVESTNET ASSET MANAGEMENT INC691,859$5.3M0.0%0.4%+45.9%
24Ethos Financial Group, LLC581,044$4.5M0.3%0.4%-10.1%
25Almitas Capital LLC435,208$3.3M0.8%0.3%+5.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.