NUVEEN CORE PLUS IMPACT FUND (NPCT)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
43
Reporting holders
$69.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $27.1M | 2,674,133 | 0.00% | 21q | -1.0%-$277.8K |
| Atlas Wealth LLC | $15.6M | 1,535,428 | 2.22% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $4.9M | 485,099 | 0.03% | 19q | -3.8%-$192.5K |
| CAPTRUST FINANCIAL ADVISORS | $4.9M | 484,030 | 0.01% | 11q | -2.1%-$103.7K |
| WELLS FARGO & COMPANY/MN | $3.3M | 324,495 | 0.00% | 21q | -53.1%-$3.7M |
| STIFEL FINANCIAL CORP | $2.6M | 259,972 | 0.00% | 21q | +2.1%+$54.6K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 176,408 | 0.00% | 21q | +3.3%+$57.8K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.3M | 124,411 | 0.05% | 13q | -0.5%-$6.8K |
| LPL Financial LLC | $1.0M | 100,542 | 0.00% | 15q | +20.4%+$172.4K |
| OSAIC HOLDINGS, INC. | $913.5K | 90,163 | 0.00% | 21q | +27.7%+$198.1K |
| ROYAL BANK OF CANADA | $777.0K | 76,707 | 0.00% | 21q | -10.6%-$91.9K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $696.2K | 68,731 | 0.08% | 7q | -0.8%-$5.4K |
| Invesco Ltd. | $632.5K | 62,441 | 0.00% | 9q | -35.4%-$346.5K |
| PFG Investments, LLC | $379.5K | 37,461 | 0.01% | 10q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $369.9K | 36,196 | 0.02% | 3q | -7.8%-$31.5K |
| SeaCrest Wealth Management, LLC | $334.3K | 32,997 | 0.04% | 14q | -18.2%-$74.5K |
| RAYMOND JAMES FINANCIAL INC | $288.7K | 28,502 | 0.00% | 7q | +21.1%+$50.3K |
| READYSTATE ASSET MANAGEMENT LP | $248.3K | 24,509 | 0.01% | new | NEW |
| Closed-End Fund Advisors, Inc. | $231.9K | 22,888 | 0.23% | 3q | -2.1%-$5.1K |
| UBS Group AG | $227.1K | 22,415 | 0.00% | 21q | -28.1%-$88.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $218.0K | 21,518 | 0.00% | 4q | +100.0%+$109.0K |
| XTX Topco Ltd | $211.8K | 20,909 | 0.00% | 3q | +35.0%+$55.0K |
| NOMURA HOLDINGS INC | $162.1K | 16,000 | 0.00% | new | NEW |
| UHLMANN PRICE SECURITIES, LLC | $160.9K | 15,879 | 0.01% | 8q | +2.9%+$4.5K |
| Savant Capital, LLC | $117.0K | 11,512 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $115.0K | 11,352 | 0.00% | 2q | +24.9%+$23.0K |
| Onyx Bridge Wealth Group LLC | $104.0K | 10,267 | 0.01% | 20q | HELD |
| &PARTNERS | $102.0K | 10,068 | 0.00% | 11q | HELD |
| US BANCORP \DE\ | $92.5K | 9,132 | 0.00% | 4q | HELD |
| Ameritas Advisory Services, LLC | $84.2K | 8,315 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $64.9K | 6,404 | 0.00% | 2q | -1.1% |
| CoreCap Advisors, LLC | $50.6K | 5,000 | 0.00% | 6q | -46.9%-$44.8K |
| Integrated Wealth Concepts LLC | $48.1K | 4,749 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $41.4K | 4,082 | 0.01% | 11q | -10.9%-$5.1K |
| Larson Financial Group LLC | $37.7K | 3,720 | 0.00% | 11q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $33.3K | 3,291 | 0.00% | 3q | HELD |
| WPG Advisers, LLC | $20.8K | 2,055 | 0.01% | 7q | HELD |
| Quent Capital, LLC | $15.2K | 1,500 | 0.00% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $13.8K | 1,388 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $10.1K | 1,000 | 0.00% | 4q | HELD |
| Penserra Capital Management LLC | $8.3K | 814,982 | 0.06% | 8q | +4.0% |
| Rockefeller Capital Management L.P. | $5.3K | 521 | 0.00% | 2q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $5.1K | 500 | 0.00% | 2q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $3.9K | 382,175 | 0.07% | 19q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 116,188 | 0.00% | 12q | +93.9% |
| ASSETMARK, INC | $588 | 58 | 0.00% | 10q | -98.9%-$50.7K |
| HRT FINANCIAL LP | $318 | 31,404 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $6 | 600 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $69.3M | 6,836,748 | 7 | 9 | 16 | 0.0% |
| Q1 2026 | 42 | $62.0M | 6,079,384 | 5 | 14 | 17 | 0.0% |
| Q4 2025 | 42 | $63.9M | 6,275,863 | 8 | 11 | 13 | 0.0% |
| Q3 2025 | 37 | $65.0M | 5,900,261 | 6 | 8 | 15 | 0.0% |
| Q2 2025 | 34 | $66.5M | 5,932,985 | 4 | 11 | 14 | 0.0% |
| Q1 2025 | 46 | $85.8M | 8,023,697 | 13 | 20 | 8 | 0.0% |
| Q4 2024 | 38 | $90.5M | 8,607,507 | 9 | 14 | 11 | 0.0% |
| Q3 2024 | 33 | $108.5M | 9,157,835 | 4 | 17 | 6 | 0.0% |
| Q2 2024 | 36 | $130.4M | 11,982,171 | 5 | 13 | 12 | 0.0% |
| Q1 2024 | 40 | $159.4M | 15,404,448 | 6 | 19 | 8 | 0.0% |
| Q4 2023 | 42 | $136.8M | 13,575,756 | 11 | 11 | 14 | 0.0% |
| Q3 2023 | 34 | $107.3M | 11,710,020 | 3 | 11 | 13 | 0.0% |
| Q2 2023 | 37 | $114.2M | 11,431,561 | 6 | 16 | 7 | 0.0% |
| Q1 2023 | 37 | $107.9M | 10,557,993 | 5 | 13 | 13 | 0.0% |
| Q4 2022 | 38 | $100.8M | 9,853,425 | 15 | 13 | 9 | 0.0% |
| Q3 2022 | 38 | $103.0M | 10,058,509 | 9 | 15 | 9 | 0.0% |
| Q2 2022 | 35 | $110.7M | 9,449,188 | 7 | 16 | 10 | 0.0% |
| Q1 2022 | 33 | $120.8M | 8,040,460 | 8 | 13 | 9 | 0.0% |
| Q4 2021 | 30 | $124.3M | 6,793,428 | 13 | 11 | 5 | 0.0% |
| Q3 2021 | 18 | $52.3M | 2,677,998 | 7 | 9 | 2 | 0.0% |
| Q2 2021 | 11 | $20.9M | 1,074,828 | 11 | 0 | 0 | 0.0% |