Evid Invest
Who owns JPCWhat JPC owns — n/a

Who owns Nuveen Preferred & Income Opportunities Fund?

Institutional ownership of JPC from SEC Form 13F filings across 230 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.

230

13F holders

$418.7M

value, 2026 filers

15%

of shares outstanding (56.1M sh)

33

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 JPC's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY5.7M$44.6M0.0%1.5%+3.9%
2BANK OF AMERICA CORP /DE/5.0M$39.7M0.0%1.3%+5.5%
3WELLS FARGO & COMPANY/MN4.7M$37.0M0.0%1.2%+0.9%
4UBS Group AG4.4M$34.4M0.0%1.2%-0.8%
5RAYMOND JAMES FINANCIAL INC4.1M$32.7M0.0%1.1%+1.8%
6ROYAL BANK OF CANADA2.9M$23.0M0.0%0.8%+1.1%
7Invesco Ltd.2.7M$21.3M0.0%0.7%+5.0%
8LPL Financial LLC2.4M$19.0M0.0%0.6%+5.8%
9CAPTRUST FINANCIAL ADVISORS1.6M$12.2M0.0%0.4%+1.0%
10OSAIC HOLDINGS, INC.1.4M$10.8M0.0%0.4%+12.5%
11COMMONWEALTH EQUITY SERVICES, LLC1.2M$9.6M0.0%0.3%+0.1%
12Cerity Partners LLC1.2M$9.6M0.0%0.3%+2.0%
13Janney Montgomery Scott LLC1.1M$8,7260.0%0.3%0.0%
14MGO ONE SEVEN LLC956,230$7.5M0.1%0.3%-2.7%
15TRUIST FINANCIAL CORP895,417$7.1M0.0%0.2%+0.8%
16Cetera Investment Advisers833,198$6.6M0.0%0.2%+3.7%
17AMERIPRISE FINANCIAL INC825,013$6.5M0.0%0.2%+3.8%
18COHEN & STEERS, INC.785,251$6,1880.0%0.2%0.0%
19Kestra Advisory Services, LLC759,329$6.0M0.0%0.2%+2.0%
20Cambridge Investment Research Advisors, Inc.755,096$5,9500.0%0.2%+74.9%
21Moors & Cabot, Inc.544,903$4.3M0.2%0.1%+1.1%
22STIFEL FINANCIAL CORP479,664$3.8M0.0%0.1%+9.6%
23Stratos Wealth Partners, LTD.476,950$3.8M0.0%0.1%-2.6%
24Chicago Partners Investment Group LLC463,127$3.6M0.1%0.1%-5.2%
25Lido Advisors, LLC454,537$3.6M0.0%0.1%0.0%

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.