| 4 |
| MORGAN STANLEY |
| 575K |
| $8.2M |
| +5.3% |
| 1.106% |
| 0.00% |
| 5 | BANK OF AMERICA CORP /DE/ | 484K | $6.9M | -10.7% | 0.931% | 0.00% |
| 6 | WELLS FARGO & COMPANY/MN | 397K | $5.7M | +11.2% | 0.763% | 0.00% |
| 7 | JONES FINANCIAL COMPANIES LLLP | 390K | $5.6M | +21.3% | 0.749% | 0.00% |
| 8 | VAN ECK ASSOCIATES CORP | 367K | $5.3M | -6.7% | 0.707% | 0.00% |
| 9 | RAYMOND JAMES FINANCIAL INC | 341K | $4.9M | +8.1% | 0.655% | 0.00% |
| 10 | LPL Financial LLC | 287K | $4.1M | +3.8% | 0.552% | 0.00% |
| 11 | Prospera Financial Services Inc | 210K | $3.0M | +0.0% | 0.404% | 0.04% |
| 12 | ROYAL BANK OF CANADA | 146K | $2.1M | -1.0% | 0.280% | 0.00% |
| 13 | AMERIPRISE FINANCIAL INC | 126K | $1.8M | +15.3% | 0.242% | 0.00% |
| 14 | Stratos Wealth Partners, LTD. | 115K | $1.7M | +7.7% | 0.222% | 0.02% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 103K | $1.5M | -56.2% | 0.199% | 0.00% |
| 16 | Capital Advisors Wealth Management, LLC | 100K | $1.4M | -2.4% | 0.193% | 0.17% |
| 17 | MELFA WEALTH MANAGEMENT, INC. | 98K | $1.4M | -3.4% | 0.188% | 0.75% |
| 18 | OSAIC HOLDINGS, INC. | 91K | $1.3M | +11.1% | 0.175% | 0.00% |
| 19 | Cascade Financial Partners, LLC | 63K | $902K | — | 0.121% | 0.08% |
| 20 | AdvisorNet Financial, Inc | 55K | $792K | -4.6% | 0.106% | 0.04% |
| 21 | ACCESS FINANCIAL SERVICES, INC. | 54K | $775K | -8.8% | 0.104% | 0.25% |
| 22 | McMillan Office, Inc. | 52K | $744K | 0.0% | 0.100% | 0.09% |
| 23 | Breakwater Capital Group | 50K | $720K | +10.2% | 0.097% | 0.09% |
| 24 | Kestra Advisory Services, LLC | 43K | $622K | +120.6% | 0.084% | 0.00% |
| 25 | Tiller Private Wealth, Inc. | 40K | $569K | +33.1% | 0.076% | 0.18% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NXP — a direct measure of their conviction.
| 13.59% |
| 0.84 pp |
| $88M |
| 12% |
| Q4 2024 | 86 | 1.1% | 14.43% | +0.51 pp | $100M | +5.1% |
| Q3 2024 | 87 | — | 13.92% | — | $95M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
9 institutions opened new positions in NXP during Q2 2026, while 6 fully exited. 33 added to existing positions and 69 trimmed.
NXP institutional ownership fell by 0.14 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 70.9% of all reported 13F value in NXP, and the top 25 account for 86.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Nuveen Select Tax-Free Income Portfolio (NXP) Institutional Ownership