JPC · Nuveen Preferred & Income Opportunities Fund · Holdings

$6.91 +0.02 (+0.29%) At close · Oct 2

Market Cap

$2.56B

375.23M

Volume · Oct 2 1.76M Avg daily vol (3M) 1.39M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 335

Total Value: $519,366,869

Total Shares: 65,877,394

Showing 1–100 of 335 holdings by value · page 1 of 4

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 334 13F filers

Top Holder

8.6%

of institutional value

Top 5

36.3%

of institutional value

Top 10

53.4%

of institutional value

HHI

366

Broadly held

Showing 100 of 335

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$44,568,750

8.58%

5,655,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	40	$315	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,194,549	$40,933,045	91.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	461,344	$3,635,390	8.2%	Defined

BANK OF AMERICA CORP /DE/

$39,705,239

7.64%

5,038,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	164,339	$1,294,991	3.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	4,874,397	$38,410,248	96.7%	Defined

WELLS FARGO & COMPANY/MN

$36,958,160

7.12%

4,690,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,561,596	$12,305,376	33.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,128,526	$24,652,784	66.7%	Defined

UBS Group AG

$34,371,550

6.62%

4,361,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	4,333,744	$34,149,902	99.4%	Defined
UBS AG	28,123	$221,609	0.6%	Defined
UBS Securities LLC	5	$39	0.0%	Defined

RAYMOND JAMES FINANCIAL INC

$32,676,846

6.29%

4,146,808

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	2,564,991	$20,212,129	61.9%	Defined
Raymond James Financial Services Advisors, Inc.	1,530,200	$12,057,976	36.9%	Defined
RAYMOND JAMES TRUST N.A.	51,617	$406,741	1.2%	Defined

ROYAL BANK OF CANADA

$22,968,119

4.42%

2,914,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	2,914,736	$22,968,119	100.0%	Defined

Invesco Ltd.

$21,308,732

4.10%

2,704,154

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,182	$25,074	0.1%	Defined
Invesco Investment Advisers LLC	23,687	$186,653	0.9%	Defined
Invesco Capital Management LLC	2,677,285	$21,097,005	99.0%	Defined

LPL Financial LLC

$19,002,958

3.66%

2,411,543

GUGGENHEIM CAPITAL LLC

$13,337,963

2.57%

1,692,635

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,692,635	$13,337,963	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS

$12,235,906

2.36%

1,552,780

OSAIC HOLDINGS, INC.

$10,763,235

2.07%

1,365,893

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,281,717	$10,099,929	93.8%	Defined
CW Advisors, LLC	27,937	$220,143	2.0%	Sole
Osaic Advisory Services, LLC	56,239	$443,163	4.1%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$9,633,189

1.85%

1,222,486

Cerity Partners LLC

$9,597,493

1.85%

1,217,956

Janney Montgomery Scott LLC

$8,726,343

1.68%

1,107,404

GREATMARK INVESTMENT PARTNERS, INC.

$7,674,820

1.48%

973,962

MGO ONE SEVEN LLC

$7,535,092

1.45%

956,230

TRUIST FINANCIAL CORP

$7,055,885

1.36%

895,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	37,877	$298,470	4.2%	Defined
Truist Advisory Services, Inc.	857,540	$6,757,415	95.8%	Defined

Smith Asset Management Co., LLC

$7,019,992

1.35%

890,862

Cetera Investment Advisers

$6,565,600

1.26%

833,198

AMERIPRISE FINANCIAL INC

$6,501,102

1.25%

825,013

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	825,013	$6,501,102	100.0%	Defined

COHEN & STEERS, INC.

$6,187,777

1.19%

785,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	785,251	$6,187,777	100.0%	Sole

Kestra Advisory Services, LLC

$5,983,512

1.15%

759,329

FCA CORP /TX

$4,366,126

0.84%

554,077

Moors & Cabot, Inc.

$4,293,835

0.83%

544,903

STIFEL FINANCIAL CORP

$3,779,752

0.73%

479,664

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	473,264	$3,729,320	98.7%	Defined
Held directly	6,400	$50,432	1.3%	Defined

Stratos Wealth Partners, LTD.

$3,758,366

0.72%

476,950

Chicago Partners Investment Group LLC

$3,649,440

0.70%

463,127

Lido Advisors, LLC

$3,581,751

0.69%

454,537

Advisors Asset Management, Inc.

$3,528,419

0.68%

447,769

PROTECTIVE LIFE CORP

$3,467,200

0.67%

440,000

ENVESTNET ASSET MANAGEMENT INC

$3,082,427

0.59%

391,171

Steward Partners Investment Advisory, LLC

$3,023,524

0.58%

383,696

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$2,983,486

0.57%

378,615

Cambridge Investment Research Advisors, Inc.

$2,975,078

0.57%

377,548

PRELUDE CAPITAL MANAGEMENT, LLC

$2,758,000

0.53%

350,000

Fiera Capital Corp

$2,692,942

0.52%

341,744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	341,744	$2,692,942	100.0%	Other

Sanctuary Advisors, LLC

$2,494,374

0.48%

316,545

NewEdge Advisors, LLC

$2,384,180

0.46%

302,561

IBEX WEALTH ADVISORS

$2,277,256

0.44%

288,992

Wealth Advisory Solutions, LLC

$2,063,330

0.40%

261,844

DAVENPORT & Co LLC

$1,903,201

0.37%

241,523

MSH Capital Advisors LLC

$1,898,788

0.37%

240,963

Capital Investment Advisors, LLC

$1,863,296

0.36%

236,459

Mission Hills Financial Advisory, LLC

$1,785,481

0.34%

226,584

CoreCap Advisors, LLC

$1,754,860

0.34%

222,698

FIRST TRUST ADVISORS LP

$1,699,511

0.33%

215,674

Wright Wealth LLC

$1,655,501

0.32%

210,089

XTX Topco Ltd

$1,592,114

0.31%

202,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	202,045	$1,592,114	100.0%	Defined

HARBOUR INVESTMENTS, INC.

$1,592,083

0.31%

202,041

Wealthspire Advisors, LLC

$1,571,965

0.30%

199,488

Geneos Wealth Management Inc.

$1,469,950

0.28%

186,542

&PARTNERS

$1,410,062

0.27%

178,942

UMB Bank, n.a.

$1,377,849

0.27%

174,854

Jupiter Wealth Management LLC

$1,329,616

0.26%

168,733

Thrivent Financial for Lutherans

$1,274,289

0.25%

161,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Asset Management, LLC	68,384	$538,865	42.3%	Defined
Held directly	93,328	$735,424	57.7%	Sole

JANE STREET GROUP, LLC

$1,240,674

0.24%

157,446

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	90,915	$716,410	57.7%	Defined
Jane Street Global Trading, LLC	66,531	$524,264	42.3%	Defined

HighTower Advisors, LLC

$1,220,288

0.23%

154,859

E&G Advisors, LP

$1,207,617

0.23%

153,251

Hennion & Walsh Asset Management, Inc.

$1,113,349

0.21%

141,288

Private Advisor Group, LLC

$1,097,258

0.21%

139,246

CARY STREET PARTNERS FINANCIAL LLC

$1,080,182

0.21%

137,079

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	137,079	$1,080,182	100.0%	Defined

Wealthcare Advisory Partners LLC

$1,049,805

0.20%

133,224

AlphaCore Capital LLC

$1,028,678

0.20%

130,543

StoneX Group Inc.

$1,021,563

0.20%

129,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	129,640	$1,021,563	100.0%	Defined

Bramshill Investments, LLC

$994,180

0.19%

126,165

WEDBUSH SECURITIES INC

$939,800

0.18%

119,264

INDEPENDENT FINANCIAL GROUP, LLC

$869,408

0.17%

110,331

Advisory Services Network, LLC

$838,660

0.16%

106,429

Cornerstone Advisory, LLC

$826,478

0.16%

104,883

Triumph Capital Management

$812,191

0.16%

103,070

ONE WEALTH CAPITAL MANAGEMENT, LLC

$798,464

0.15%

101,328

Palogic Value Management, L.P.

$792,444

0.15%

100,564

Diversify Advisory Services, LLC

$784,777

0.15%

99,591

DIVERSIFY WEALTH MANAGEMENT, LLC

$784,777

0.15%

99,591

MELFA WEALTH MANAGEMENT, INC.

$763,564

0.15%

96,899

Benchmark Investment Advisors LLC

$693,440

0.13%

88,000

Spire Wealth Management

$692,155

0.13%

87,837

Shaker Financial Services, LLC

$685,560

0.13%

87,000

MARINO, STRAM & ASSOCIATES LLC

$682,179

0.13%

86,571

Abel Hall, LLC

$658,768

0.13%

83,600

LEVEL FOUR ADVISORY SERVICES, LLC

$655,789

0.13%

83,222

Prospera Financial Services Inc

$651,085

0.13%

82,625

ROTHSCHILD INVESTMENT LLC

$638,019

0.12%

80,967

Shulman DeMeo Asset Management LLC

$608,966

0.12%

77,280

Samalin Investment Counsel, LLC

$590,085

0.11%

74,884

Pathstone Holdings, LLC

$587,123

0.11%

74,508

Waverly Advisors, LLC

$580,425

0.11%

73,658

FIFTH THIRD BANCORP

$560,307

0.11%

71,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	71,105	$560,307	100.0%	Defined

RVW Wealth, LLC

$558,865

0.11%

70,922

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

$545,690

0.11%

69,250

Arax Advisory Partners

$544,444

0.10%

69,092

PRINCIPAL SECURITIES, INC.

$535,658

0.10%

67,977

Mariner, LLC

$528,543

0.10%

67,074

KMT WEALTH MANAGEMENT, LLC

$519,268

0.10%

65,897

Kingsbury Capital Investment Advisors LLC

$519,268

0.10%

65,897

Live Oak Private Wealth LLC

$516,707

0.10%

65,572

Everstar Asset Management, LLC

$511,498

0.10%

64,911

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$511,088

0.10%

64,859

MERCER GLOBAL ADVISORS INC /ADV

$497,385

0.10%

63,120

Accel Wealth Management

$487,125

0.09%

61,818

Key facts CIK 1216583 CUSIP 67073B106 13F (30d) 8 filings 8 filers Visit website