Nuveen Mortgage & IncomeJLS
13F holders, Q1 2026 (March 31)32holders
2new positions
2sold out
$18.13avg. 13F price*
At the end of Q1 2026, 32 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($17.4M), Ameriprise Financial Inc. ($5.4M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5K |
| Exits | 2 | $221K |
All 13F filers, Q4 2025 → Q1 2026: 125,579 shares bought and 192,567 shares sold, net −66,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sit Investment Associates Inc. | 0.35% | Reduce -12.0% | 960,255 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Add +18.6% | 296,505 | $5.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +0.9% | 156,726 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 117,760 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -6.4% | 93,597 | $1.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.45% | Reduce -10.0% | 72,639 | $1.3M |
| Fiera Capital Corp | 0.00% | Reduce -3.5% | 65,360 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.8% | 57,415 | $1.0M |
| Invesco Ltd. | 0.00% | Add +32.1% | 50,435 | $914K |
| Wells Fargo & Company | 0.00% | Add +0.3% | 50,244 | $911K |
| Nations Financial Group Inc, /Ia/ | 0.05% | No change | 48,428 | $878K |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 47,711 | $865K |
| Venture Visionary Partners LLC | 0.03% | Add +12.0% | 46,757 | $848K |
| Compound Planning, Inc. | 0.02% | Reduce -0.2% | 41,609 | $754K |
| Cetera Investment Advisers | 0.00% | Add +128.6% | 40,038 | $726K |
| First Trust Advisors LP | 0.00% | Add +12.7% | 35,876 | $650K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +117.9% | 29,583 | $536K |
| Concorde Asset Management, LLC | 0.24% | Add +18.5% | 27,080 | $495K |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 22,091 | $401K |
| Closed-End Fund Advisors, Inc. | 0.38% | No change | 20,810 | $377K |
| LPL Financial LLC | 0.00% | Add +65.5% | 19,136 | $347K |
| Melfa Wealth Management, Inc. | 0.19% | Add +0.3% | 18,671 | $338K |
| Sowell Financial Services LLC | 0.01% | No change | 18,576 | $337K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 11,962 | $217K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.4% | 11,879 | $215K |
| International Assets Investment Management, LLC | 0.00% | Reduce -6.8% | 2,760 | $50K |
| UBS Group AG | 0.00% | Reduce -82.5% | 1,236 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Add +53.3% | 351 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 296 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $3K |
| 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.