Nuveen Mortgage & IncomeJLS
13F holders, Q2 2026 (June 30)32holders
1new positions
1sold out
$17.47avg. 13F price*
At the end of Q2 2026, 32 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Sit Investment Associates Inc. ($15.4M), Ameriprise Financial Inc. ($6.4M) and Advisors Asset Management, Inc. ($1.5M).
- Company
- Nuveen Mortgage & Income
- CUSIP
- 670735109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $459K |
| Exits | 1 | $495K |
All 13F filers, Q1 2026 → Q2 2026: 120,572 shares bought and 294,061 shares sold, net −173,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sit Investment Associates Inc. | 0.29% | Reduce -8.5% | 878,972 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Add +24.3% | 368,549 | $6.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -43.9% | 87,984 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -7.2% | 86,892 | $1.5M |
| Fiera Capital Corp | 0.00% | Add +2.6% | 67,056 | $1.2M |
| Invesco Ltd. | 0.00% | Add +18.9% | 59,947 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 58,822 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.4% | 57,224 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 51,635 | $902K |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 49,360 | $863K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 48,428 | $846K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 46,782 | $818K |
| Thomas J. Herzfeld Advisors, Inc. | 0.24% | Reduce -38.2% | 44,897 | $785K |
| Compound Planning, Inc. | 0.02% | Add +0.6% | 41,876 | $732K |
| First Trust Advisors LP | 0.00% | Add +3.4% | 37,080 | $648K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +14.7% | 33,944 | $593K |
| Clear Street Group Inc. | 0.00% | New | 26,256 | $459K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 21,950 | $384K |
| Closed-End Fund Advisors, Inc. | 0.35% | Reduce -0.5% | 20,710 | $362K |
| LPL Financial LLC | 0.00% | Add +3.5% | 19,816 | $346K |
| Cetera Investment Advisers | 0.00% | Reduce -52.5% | 19,021 | $332K |
| Melfa Wealth Management, Inc. | 0.18% | Add +0.4% | 18,744 | $328K |
| Sowell Financial Services LLC | 0.01% | No change | 18,576 | $325K |
| Stifel Financial Corp. | 0.00% | No change | 11,962 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 11,886 | $208K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,760 | $48K |
| UBS Group AG | 0.00% | Reduce -45.1% | 679 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 296 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -45.0% | 193 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $0 |
"% of holder's portfolio" is JLS's weight in each manager's 13F, not the share of Nuveen Mortgage & Income the manager owns.