Nuveen Mortgage & IncomeJLS
13F holders, Q2 2025 (June 30)25holders −1
1new positions
2sold out
$18.74avg. 13F price*
At the end of Q2 2025, 25 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($25.5M), Ameriprise Financial Inc. ($3.7M) and Advisors Asset Management, Inc. ($2.9M).
- Company
- Nuveen Mortgage & Income
- CUSIP
- 670735109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 2 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 72,216 shares bought and 230,162 shares sold, net −157,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Sit Investment Associates Inc. | 0.54% | Reduce -3.9% | 1,361,500 | $25.5M |
| Ameriprise Financial Inc. | 0.00% | Add +22.8% | 197,936 | $3.7M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -0.4% | 156,831 | $2.9M |
| Morgan Stanley | 0.00% | Add +3.4% | 108,409 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 104,937 | $2.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Add +5.8% | 97,391 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.2% | 68,418 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.2% | 58,260 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.6% | 53,178 | $997K |
| Raymond James Financial Inc. | 0.00% | Reduce -14.7% | 43,161 | $809K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 41,686 | $781K |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 39,901 | $748K |
| Robinson Capital Management, LLC | 0.25% | Add +83.2% | 31,267 | $586K |
| First Trust Advisors LP | 0.00% | Add +5.3% | 26,741 | $501K |
| Fiera Capital Corp | 0.00% | No change | 25,177 | $472K |
| Sowell Financial Services LLC | 0.01% | No change | 18,576 | $348K |
| Melfa Wealth Management, Inc. | 0.22% | Add +0.3% | 18,467 | $346K |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 13,349 | $250K |
| IFP Advisors, Inc | 0.01% | Reduce -62.1% | 13,259 | $248K |
| Choreo, LLC | 0.00% | Reduce -39.0% | 12,962 | $243K |
| Compound Planning, Inc. | 0.01% | Add +17.2% | 12,552 | $235K |
| UBS Group AG | 0.00% | Add +1.1% | 11,604 | $217K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Comerica Bank | 0.00% | Add +71.4% | 12 | $227 |
| FNY Investment Advisers, LLC | 0.00% | New | 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.