JLS · Nuveen Mortgage & Income Fund/MA/
$17.30
-0.03 (-0.17%)
At close · Jul 28
Market Cap
$94.91M
Shares
5.48M
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.
The Jun 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.
Holders: 32
Total Value: $42,851,286
Total Shares: 2,370,852
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 32 13F filersTop Holder
40.6%
of institutional value
Top 5
68.7%
of institutional value
Top 10
81.2%
of institutional value
HHI
1,947
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | $17,409,423 | 40.63% | 960,255 | Shares | Sole | 2026-05-13 | ||||
| Mega AMERIPRISE FINANCIAL INC | $5,375,635 | 12.54% | 296,505 | Shares | Defined | 2026-05-15 | ||||
| Mid Advisors Asset Management, Inc. | $2,841,442 | 6.63% | 156,726 | Shares | Sole | 2026-05-15 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $2,134,988 | 4.98% | 117,760 | Shares | Sole | 2026-05-04 | ||||
| Mega MORGAN STANLEY | $1,696,913 | 3.96% | 93,597 | Shares | Defined | 2026-05-15 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $1,316,945 | 3.07% | 72,639 | Shares | Sole | 2026-05-12 | ||||
| Large Fiera Capital Corp | $1,184,976 | 2.77% | 65,360 | Shares | Other | 2026-05-12 | ||||
| Large OSAIC HOLDINGS, INC. | $1,040,933 | 2.43% | 57,415 | Shares | Defined | 2026-05-15 | ||||
| Mega Invesco Ltd. | $914,386 | 2.13% | 50,435 | Shares | Defined | 2026-05-12 | ||||
| Mega WELLS FARGO & COMPANY/MN | $910,923 | 2.13% | 50,244 | Shares | Defined | 2026-05-11 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $864,999 | 2.02% | 47,711 | Shares | Defined | 2026-05-14 | ||||
| Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $846,424 | 1.98% | 48,428 | Shares | Sole | 2026-07-23 | ||||
| Mid Venture Visionary Partners LLC | $817,655 | 1.91% | 46,782 | Shares | Sole | 2026-07-27 | ||||
| Mid Compound Planning, Inc. | $754,371 | 1.76% | 41,609 | Shares | Sole | 2026-05-14 | ||||
| Large Cetera Investment Advisers | $725,888 | 1.69% | 40,038 | Shares | Sole | 2026-05-13 | ||||
| Mega FIRST TRUST ADVISORS LP | $650,431 | 1.52% | 35,876 | Shares | Sole | 2026-05-13 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $593,273 | 1.38% | 33,944 | Shares | Sole | 2026-07-08 | ||||
| Micro Concorde Asset Management, LLC | $490,960 | 1.15% | 27,080 | Shares | Sole | 2026-06-01 | ||||
| Large Baird Financial Group, Inc. | $400,509 | 0.93% | 22,091 | Shares | Defined | 2026-05-14 | ||||
| Micro Closed-End Fund Advisors, Inc. | $361,969 | 0.84% | 20,710 | Shares | Sole | 2026-07-27 | ||||
| Mega LPL Financial LLC | $346,935 | 0.81% | 19,136 | Shares | Sole | 2026-05-06 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $327,607 | 0.76% | 18,744 | Shares | Sole | 2026-07-24 | ||||
| Mid Sowell Financial Services LLC | $324,671 | 0.76% | 18,576 | Shares | Sole | 2026-07-20 | ||||
| Large STIFEL FINANCIAL CORP | $216,871 | 0.51% | 11,962 | Shares | Defined | 2026-05-12 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $207,743 | 0.48% | 11,886 | Shares | Sole | 2026-07-27 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $48,239 | 0.11% | 2,760 | Shares | Sole | 2026-07-22 | ||||
| Mega UBS Group AG | $22,408 | 0.05% | 1,236 | Shares | Defined | 2026-05-05 | ||||
| Mid EverSource Wealth Advisors, LLC | $8,739 | 0.02% | 500 | Shares | Sole | 2026-07-24 | ||||
| Large Rockefeller Capital Management L.P. | $6,363 | 0.01% | 351 | Shares | Defined | 2026-05-14 | ||||
| Mid Farther Finance Advisors, LLC | $5,173 | 0.01% | 296 | Shares | Sole | 2026-07-17 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $2,621 | 0.01% | 150 | Shares | Sole | 2026-07-15 | ||||
| Small FNY Investment Advisers, LLC | $873 | 0.00% | 50 | Shares | Sole | 2026-07-08 | ||||
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