Nuveen Mortgage & IncomeJLS
13F holders, Q3 2025 (September 30)28holders +3
4new positions
2sold out
$18.72avg. 13F price*
At the end of Q3 2025, 28 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, up 3 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($23.0M), Ameriprise Financial Inc. ($3.8M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $882K |
| Exits | 2 | $834K |
All 13F filers, Q2 2025 → Q3 2025: 77,672 shares bought and 205,532 shares sold, net −127,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Sit Investment Associates Inc. | 0.47% | Reduce -9.8% | 1,228,685 | $23.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 203,429 | $3.8M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -0.6% | 155,953 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.2% | 110,393 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 105,118 | $2.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.62% | Reduce -0.0% | 97,359 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 73,343 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -8.0% | 53,629 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.06% | No change | 53,178 | $995K |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 43,630 | $817K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 41,709 | $781K |
| Fiera Capital Corp | 0.00% | Add +31.0% | 32,977 | $617K |
| First Trust Advisors LP | 0.00% | Add +12.5% | 30,081 | $563K |
| Baird Financial Group, Inc. | 0.00% | Reduce -43.1% | 22,697 | $425K |
| Sowell Financial Services LLC | 0.01% | No change | 18,576 | $348K |
| Melfa Wealth Management, Inc. | 0.20% | Add +0.4% | 18,533 | $347K |
| Invesco Ltd. | 0.00% | New | 18,364 | $344K |
| Commonwealth Equity Services, LLC | 0.00% | New | 18,299 | $343K |
| Cetera Investment Advisers | 0.00% | Add +20.4% | 16,074 | $301K |
| Concorde Asset Management, LLC | 0.10% | — | 13,100 | $245K |
| Choreo, LLC | 0.00% | Reduce -0.1% | 12,944 | $243K |
| Compound Planning, Inc. | 0.01% | Add +2.3% | 12,842 | $240K |
| LPL Financial LLC | 0.00% | New | 10,199 | $191K |
| UBS Group AG | 0.00% | Reduce -18.4% | 9,467 | $177K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | New | 223 | $4K |
| Comerica Bank | 0.00% | No change | 12 | $227 |
| 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.