JLS
Nuveen Mortgage & Income Fund/MA/Company with tickers: JLS
CIK
1472215
CUSIP
670735109
Shares Outstanding
5,476,626
13F Activity (30d)
23 filings
21 filers
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.
Holders: 32
Total Value: $42,904,373
Total Shares: 2,366,486
Institutional Ownership Trend
Holder Concentration
Across 32 13F filers · Δ vs Dec 31, 2025Top Holder
40.6%
+22.0 pts
Top 5
68.7%
+15.8 pts
Top 10
81.2%
+6.8 pts
HHI
1,947
Moderately concentrated
+1,143
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
15
Decreased
9
Sold Out
2
Unchanged
5
Holder count:
+1
Institutional value:
+75.7%
Shares held:
+76.3%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | +46,605 | 296,505 | |
| Large Cetera Investment Advisers | +22,527 | 40,038 | |
| Mid Hennion & Walsh Asset Management, Inc. | +16,005 | 29,583 | |
| Mega Invesco Ltd. | +12,256 | 50,435 | |
| Mega LPL Financial LLC | +7,572 | 19,136 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | −21,004 | 57,415 | |
| Small Thomas J. Herzfeld Advisors, Inc. | −8,081 | 72,639 | |
| Mega MORGAN STANLEY | −6,391 | 93,597 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | −5,941 | 117,760 | |
| Mega UBS Group AG | −5,829 | 1,236 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | 960,255 | $17,409,423 | |
| Mid Farther Finance Advisors, LLC | 296 | $5,366 | |
| Small FNY Investment Advisers, LLC | 50 | $906 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid CHOREO, LLC | 10,758 | $195,688 | |
| Micro Eagle Bay Advisors LLC | 1,384 | $25,174 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | $17,409,423 | 40.58% | 960,255 | Shares | Sole | 2026-05-13 | ||||
| Mega AMERIPRISE FINANCIAL INC | $5,375,635 | 12.53% | 296,505 | Shares | Defined | 2026-05-15 | ||||
| Mid Advisors Asset Management, Inc. | $2,841,442 | 6.62% | 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 | 2.76% | 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 | 2.12% | 50,244 | Shares | Defined | 2026-05-11 | ||||
| Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $877,999 | 2.05% | 48,428 | Shares | Sole | 2026-04-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $864,999 | 2.02% | 47,711 | Shares | Defined | 2026-05-14 | ||||
| Mid Venture Visionary Partners LLC | $847,704 | 1.98% | 46,757 | Shares | Sole | 2026-05-14 | ||||
| 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. | $536,339 | 1.25% | 29,583 | Shares | Sole | 2026-05-13 | ||||
| Micro Concorde Asset Management, LLC | $490,960 | 1.14% | 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. | $377,285 | 0.88% | 20,810 | Shares | Sole | 2026-05-11 | ||||
| Mega LPL Financial LLC | $346,935 | 0.81% | 19,136 | Shares | Sole | 2026-05-06 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $338,505 | 0.79% | 18,671 | Shares | Sole | 2026-04-10 | ||||
| Mid Sowell Financial Services LLC | $336,782 | 0.78% | 18,576 | Shares | Sole | 2026-04-20 | ||||
| Large STIFEL FINANCIAL CORP | $216,871 | 0.51% | 11,962 | Shares | Defined | 2026-05-12 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $215,366 | 0.50% | 11,879 | Shares | Sole | 2026-04-30 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $50,038 | 0.12% | 2,760 | Shares | Sole | 2026-05-01 | ||||
| Mega UBS Group AG | $22,408 | 0.05% | 1,236 | Shares | Defined | 2026-05-05 | ||||
| Mid EverSource Wealth Advisors, LLC | $9,065 | 0.02% | 500 | Shares | Sole | 2026-05-18 | ||||
| Large Rockefeller Capital Management L.P. | $6,363 | 0.01% | 351 | Shares | Defined | 2026-05-14 | ||||
| Mid Farther Finance Advisors, LLC | $5,366 | 0.01% | 296 | Shares | Sole | 2026-04-07 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $2,719 | 0.01% | 150 | Shares | Sole | 2026-04-06 | ||||
| Small FNY Investment Advisers, LLC | $906 | 0.00% | 50 | Shares | Sole | 2026-04-15 | ||||
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