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JLS · Nuveen Mortgage & Income Fund/MA/ · Holdings

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$16.36 +0.06 (+0.37%) At close · Oct 2
Rebalance outlook locked
Market Cap
$88.45M
Shares
5.48M
Volume · Oct 2 47.48K Avg daily vol (3M) 25.72K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
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: 33
Total Value: $38,360,580
Total Shares: 2,194,647

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 32 13F filers
Top Holder
40.1%
Sep 2023 → Jun 2026 · range 40.1% – 60.8%
of institutional value
Top 5
67.9%
Sep 2023 → Jun 2026 · range 67.9% – 83.9%
of institutional value
Top 10
80.5%
Sep 2023 → Jun 2026 · range 80.5% – 94.6%
of institutional value
HHI
1,992
Sep 2023 → Jun 2026 · range 1,947 – 3,817
Moderately concentrated
Showing 33 of 33
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SIT INVESTMENT ASSOCIATES INC $15,364,430 40.05% 878,972
AMERIPRISE FINANCIAL INC $6,442,236 16.79% 368,549
Advisors Asset Management, Inc. $1,537,960 4.01% 87,984
MORGAN STANLEY $1,518,871 3.96% 86,892
Fiera Capital Corp $1,172,138 3.06% 67,056
Invesco Ltd. $1,047,873 2.73% 59,947
OSAIC HOLDINGS, INC. $1,028,208 2.68% 58,822
ENVESTNET ASSET MANAGEMENT INC $1,000,275 2.61% 57,224
WELLS FARGO & COMPANY/MN $902,578 2.35% 51,635
RAYMOND JAMES FINANCIAL INC $862,812 2.25% 49,360
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $846,521 2.21% 48,428
Venture Visionary Partners LLC $817,749 2.13% 46,782
Thomas J. Herzfeld Advisors, Inc. $784,799 2.05% 44,897
Compound Planning, Inc. $731,992 1.91% 41,876
FIRST TRUST ADVISORS LP $648,158 1.69% 37,080
Hennion & Walsh Asset Management, Inc. $593,341 1.55% 33,944
Clear Street Group Inc. $458,954 1.20% 26,256
Baird Financial Group, Inc. $383,686 1.00% 21,950
Closed-End Fund Advisors, Inc. $362,010 0.94% 20,710
LPL Financial LLC $346,383 0.90% 19,816
Cetera Investment Advisers $332,487 0.87% 19,021
MELFA WEALTH MANAGEMENT, INC. $327,645 0.85% 18,744
Sowell Financial Services LLC $324,708 0.85% 18,576
STIFEL FINANCIAL CORP $209,095 0.55% 11,962
Cambridge Investment Research Advisors, Inc. $207,767 0.54% 11,886
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $48,244 0.13% 2,760
Noble Wealth Management PBC $27,010 0.07% 1,650
UBS Group AG $11,868 0.03% 679
EverSource Wealth Advisors, LLC $8,740 0.02% 500
Farther Finance Advisors, LLC $5,174 0.01% 296
Rockefeller Capital Management L.P. $3,372 0.01% 193
HIGHLINE WEALTH PARTNERS LLC $2,622 0.01% 150
FNY Investment Advisers, LLC $874 0.00% 50
Key facts CIK 1472215 CUSIP 670735109 13F (30d) 2 filings 2 filers Visit website Investor relations