Nuveen Mortgage & IncomeJLS
13F holders, Q4 2025 (December 31)32holders +4
6new positions
3sold out
$18.19avg. 13F price*
At the end of Q4 2025, 32 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($19.8M), Ameriprise Financial Inc. ($4.5M) and Advisors Asset Management, Inc. ($2.8M).
- Company
- Nuveen Mortgage & Income
- CUSIP
- 670735109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $743K |
| Exits | 3 | $343K |
All 13F filers, Q3 2025 → Q4 2025: 203,630 shares bought and 192,330 shares sold, net +11,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sit Investment Associates Inc. | 0.39% | Reduce -11.2% | 1,090,797 | $19.8M |
| Ameriprise Financial Inc. | 0.00% | Add +22.8% | 249,900 | $4.5M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -0.4% | 155,352 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 123,701 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 99,988 | $1.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0.50% | Reduce -17.1% | 80,720 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +6.9% | 78,419 | $1.4M |
| Fiera Capital Corp | 0.00% | Add +105.3% | 67,693 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 50,102 | $911K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -8.9% | 48,428 | $881K |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 43,672 | $794K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 41,740 | $759K |
| Compound Planning, Inc. | 0.02% | Add +224.8% | 41,705 | $759K |
| Invesco Ltd. | 0.00% | Add +107.9% | 38,179 | $694K |
| First Trust Advisors LP | 0.00% | Add +5.8% | 31,841 | $579K |
| Concorde Asset Management, LLC | 0.17% | Add +74.4% | 22,850 | $416K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.7% | 21,851 | $397K |
| Closed-End Fund Advisors, Inc. | 0.22% | — | 20,810 | $379K |
| Melfa Wealth Management, Inc. | 0.20% | Add +0.5% | 18,624 | $339K |
| Sowell Financial Services LLC | 0.01% | No change | 18,576 | $338K |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 17,511 | $319K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 13,578 | $247K |
| Stifel Financial Corp. | 0.00% | New | 11,970 | $218K |
| LPL Financial LLC | 0.00% | Add +13.4% | 11,564 | $210K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,857 | $197K |
| Choreo, LLC | 0.00% | Reduce -16.9% | 10,758 | $195K |
| UBS Group AG | 0.00% | Reduce -25.4% | 7,065 | $129K |
| International Assets Investment Management, LLC | 0.00% | New | 2,960 | $54K |
| Eagle Bay Advisors LLC | 0.02% | New | 1,384 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.7% | 229 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 150 | $3K |
"% of holder's portfolio" is JLS's weight in each manager's 13F, not the share of Nuveen Mortgage & Income the manager owns.