Skip to main content
Equibles

JQC · Nuveen Credit Strategies Income Fund · Holdings

Track JQC — free

Use JQC with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research JQC.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$4.52 -0.03 (-0.55%)
Rebalance outlook locked
Market Cap
$671.09M
Shares
147.82M
Volume · Oct 21 531.44K Avg daily vol (3M) 668.35K

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 → See every holder of JQC: 13F, 13D and 13G, insiders and funds →
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.
Holders: 169
Total Value: $252,067,094
Total Shares: 51,916,020
Showing 1–100 of 169 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 170 13F filers
Top Holder
17.9%
Sep 2023 → Jun 2026 · range 16.9% – 28.9%
of institutional value
Top 5
46.9%
Sep 2023 → Jun 2026 · range 44.9% – 55.2%
of institutional value
Top 10
66.2%
Sep 2023 → Jun 2026 · range 61.3% – 73.1%
of institutional value
HHI
641
Sep 2023 → Jun 2026 · range 612 – 1,054
Broadly held

Who Holds JQC

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 170 filers, like-for-like change +2.4%; actively managed books +1.2%; index-like books +8.5%.

Holder type Share Filers Change
Registered adviser 49.1% 110 -3.9%
Adviser 9.1% 4 +3.2%
Bank 6.5% 9 +8.4%
Broker-dealer 1.4% 1 -16.2%
Non-US 0.6% 2 +3.1%
Holding company 20.5% 4 +22.9%
Unknown 12.8% 40 -0.2%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 3 holders with no observed 2026-06-30 13F.

Conviction and Crowding

170 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.18% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
0
median weight 0.005%
Mar 31, 2026: 0
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Top 10 holders
66.2%
of 13F shares, Herfindahl 0.064
Active holders
+1.2%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 18.1 quarters
Under 1 year 18.6% 1 to 3 years 13.7% 3 years or more 67.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$5.14
estimated per share
Mar 31, 2026: $5.20
Quarter-end price
$4.86
implied by 13F values
Estimated gain or loss
-5.4%
price against the estimated cost
Estimated at a loss
88.8%
of costed 13F value

Estimated cost covers 39.1% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of JQC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 4.33% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.00% 0
Index ETFs 4.33% 6,396,052
Active ETFs 0.20% 298,130
Active funds 0.78% 1,157,117
Unclassified 0.00% 0
All registered funds 5.31% 7,851,299
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 108 Adviser 4 Bank 9 Broker-dealer 1 Non-US 2 Holding company 4 Unknown 41
Showing 100 of 169
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $45,092,555 17.89% 9,278,304
LOOMIS SAYLES & CO L P $21,998,730 8.73% 4,526,488
Penserra Capital Management LLC $20,256,377 8.04% 4,167,979
OAK HILL ADVISORS LP $16,047,389 6.37% 3,301,932
Invesco Ltd. $14,799,627 5.87% 3,045,191
WELLS FARGO & COMPANY/MN $13,060,438 5.18% 2,687,333
Advisors Asset Management, Inc. $11,407,615 4.53% 2,347,246
GUGGENHEIM CAPITAL LLC $9,997,364 3.97% 2,057,071
RAYMOND JAMES FINANCIAL INC $8,674,593 3.44% 1,784,896
Allspring Global Investments Holdings, LLC $5,631,675 2.23% 1,158,781
ABSOLUTE INVESTMENT ADVISERS, LLC $4,531,716 1.80% 932,452
Cetera Investment Advisers $3,635,071 1.44% 747,957
COHEN & STEERS, INC. $3,570,826 1.42% 734,738
Balyasny Asset Management L.P. $3,480,523 1.38% 716,157
LPL Financial LLC $3,424,404 1.36% 704,610
SIT INVESTMENT ASSOCIATES INC $3,362,152 1.33% 691,801
AMERIPRISE FINANCIAL INC $2,983,592 1.18% 613,908
CastleKnight Management LP $2,964,672 1.18% 610,015
Venture Visionary Partners LLC $2,804,718 1.11% 590,467
1607 Capital Partners, LLC $2,677,408 1.06% 550,907
DCF Advisers, LLC $2,566,629 1.02% 528,113
Thrivent Financial for Lutherans $2,061,062 0.82% 424,087
Quarry LP $1,869,690 0.74% 384,710
Atlas Wealth LLC $1,851,601 0.73% 380,988
Matisse Capital $1,846,800 0.73% 380,000
Janney Montgomery Scott LLC $1,657,167 0.66% 340,981
WOLVERINE ASSET MANAGEMENT LLC $1,629,426 0.65% 335,273
Fiera Capital Corp $1,587,480 0.63% 326,642
Sowell Financial Services LLC $1,512,808 0.60% 318,486
ICON ADVISERS INC/CO $1,487,330 0.59% 306,035
BANK OF AMERICA CORP /DE/ $1,401,293 0.56% 288,332
FIRST TRUST ADVISORS LP $1,231,596 0.49% 253,415
Stolper Co $1,227,528 0.49% 258,427
J.W. COLE ADVISORS, INC. $1,196,682 0.47% 246,231
STIFEL FINANCIAL CORP $1,144,520 0.45% 235,498
ROYAL BANK OF CANADA $1,012,717 0.40% 208,378
OSAIC HOLDINGS, INC. $974,954 0.39% 200,608
Lido Advisors, LLC $963,096 0.38% 198,168
INDEPENDENT FINANCIAL GROUP, LLC $812,316 0.32% 171,014
Castleview Partners, LLC $802,688 0.32% 168,987
Bramshill Investments, LLC $722,254 0.29% 148,612
JANE STREET GROUP, LLC $688,234 0.27% 141,612
Logan Stone Capital, LLC $667,180 0.26% 137,280
Traub Capital Management LLC $667,044 0.26% 137,252
NBC SECURITIES, INC. $660,158 0.26% 135,835
NewEdge Advisors, LLC $659,025 0.26% 135,602
WEALTH EFFECTS LLC $603,189 0.24% 124,113
Koshinski Asset Management, Inc. $496,677 0.20% 102,197
XTX Topco Ltd $477,859 0.19% 98,325
UBS Group AG $456,300 0.18% 93,889
SUSQUEHANNA INTERNATIONAL GROUP, LLP $447,207 0.18% 92,018
&PARTNERS $440,559 0.17% 90,650
Encompass More Asset Management $439,204 0.17% 92,464
Virtus Investment Advisers, LLC $436,374 0.17% 89,789
Kovack Advisors, Inc. $432,160 0.17% 88,922
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $387,069 0.15% 79,644
COMMONWEALTH EQUITY SERVICES, LLC $375,478 0.15% 77,259
SeaCrest Wealth Management, LLC $372,499 0.15% 76,646
Future Financial Wealth Managment LLC $369,455 0.15% 77,780
HighTower Advisors, LLC $367,109 0.15% 75,537
Scheeler Financial LLC $364,049 0.14% 76,642
North Ground Capital $364,018 0.14% 74,901
Global Retirement Partners, LLC $351,829 0.14% 72,393
Total Wealth Planning & Management, Inc. $348,923 0.14% 71,795
Kestra Advisory Services, LLC $342,148 0.14% 70,401
ENVESTNET ASSET MANAGEMENT INC $320,915 0.13% 66,032
Centurion Wealth Management LLC $315,708 0.13% 66,465
Meridian Wealth Management, LLC $306,019 0.12% 62,967
Steward Partners Investment Advisory, LLC $299,026 0.12% 61,528
ADAPT WEALTH ADVISORS, LLC $291,318 0.12% 59,942
Gladstone Institutional Advisory LLC $274,463 0.11% 56,474
WEDBUSH SECURITIES INC $272,062 0.11% 55,980
KMT WEALTH MANAGEMENT, LLC $264,534 0.10% 54,431
Kingsbury Capital Investment Advisors LLC $262,703 0.10% 55,306
Saba Capital Management, L.P. $255,407 0.10% 52,553
Closed-End Fund Advisors, Inc. $237,440 0.09% 48,856
Private Advisor Group, LLC $231,987 0.09% 47,734
CHOREO, LLC $224,065 0.09% 46,104
HARBOUR INVESTMENTS, INC. $223,861 0.09% 46,062
Cerity Partners LLC $214,257 0.08% 44,086
Apollon Wealth Management, LLC $205,723 0.08% 42,330
Virtu Financial LLC $204,980 0.08% 42,177
FIFTH THIRD BANCORP $203,726 0.08% 41,919
Cambridge Investment Research Advisors, Inc. $202,346 0.08% 41,635
Merit Financial Group, LLC $200,100 0.08% 41,173
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $194,536 0.08% 40,955
First Heartland Consultants, Inc. $194,213 0.08% 40,887
CONSOLIDATED CAPITAL MANAGEMENT, LLC $190,926 0.08% 40,195
Capital Investment Advisors, LLC $187,659 0.07% 38,613
StoneX Group Inc. $171,577 0.07% 35,304
B. Riley Wealth Advisors, Inc. $169,912 0.07% 35,771
BOOTHBAY FUND MANAGEMENT, LLC $169,818 0.07% 34,942
NWF Advisory Services Inc. $167,675 0.07% 35,300
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $163,587 0.06% 33,660
PARK AVENUE SECURITIES LLC $159,087 0.06% 32,734
CARY STREET PARTNERS FINANCIAL LLC $151,704 0.06% 31,215
Mariner, LLC $150,344 0.06% 30,935
Rockefeller Capital Management L.P. $148,852 0.06% 30,628
Beacon Pointe Advisors, LLC $146,844 0.06% 30,215
Clearstead Advisors, LLC $137,042 0.05% 28,198

Showing the top 100 of 169 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1227476 CUSIP 67073D102 13F (30d) 34 filings 34 filers Visit website