NUVEEN MORTGAGE AND INCOME F (JLS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
31
Reporting holders
$22.7M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $6.4M | 368,549 | 0.00% | 10q | -37.9%-$3.9M |
| Advisors Asset Management, Inc. | $1.5M | 87,984 | 0.02% | 9q | -43.9%-$1.2M |
| MORGAN STANLEY | $1.5M | 86,892 | 0.00% | 35q | -7.2%-$117.2K |
| Fiera Capital Corp | $1.2M | 67,056 | 0.00% | 8q | +2.6%+$29.6K |
| Invesco Ltd. | $1.0M | 59,947 | 0.00% | 4q | +18.9%+$166.3K |
| OSAIC HOLDINGS, INC. | $1.0M | 58,822 | 0.00% | 15q | +2.5%+$24.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 57,224 | 0.00% | 31q | -51.4%-$1.1M |
| WELLS FARGO & COMPANY/MN | $902.5K | 51,635 | 0.00% | 31q | -48.6%-$853.9K |
| RAYMOND JAMES FINANCIAL INC | $862.7K | 49,360 | 0.00% | 7q | +3.5%+$28.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $846.4K | 48,428 | 0.04% | 15q | HELD |
| Venture Visionary Partners LLC | $817.7K | 46,782 | 0.02% | 10q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $784.7K | 44,897 | 0.24% | 25q | -38.2%-$484.9K |
| Compound Planning, Inc. | $731.9K | 41,876 | 0.02% | 8q | +0.6%+$4.7K |
| FIRST TRUST ADVISORS LP | $648.1K | 37,080 | 0.00% | 14q | +3.4%+$21.0K |
| Hennion & Walsh Asset Management, Inc. | $593.3K | 33,944 | 0.02% | 3q | +14.7%+$76.2K |
| Clear Street Group Inc. | $458.9K | 26,256 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $383.6K | 21,950 | 0.00% | 26q | -0.6%-$2.5K |
| Closed-End Fund Advisors, Inc. | $362.0K | 20,710 | 0.35% | 3q | HELD |
| LPL Financial LLC | $346.3K | 19,816 | 0.00% | 4q | +3.6%+$11.9K |
| Cetera Investment Advisers | $332.4K | 19,021 | 0.00% | 10q | -52.5%-$367.3K |
| MELFA WEALTH MANAGEMENT, INC. | $327.6K | 18,744 | 0.18% | 11q | HELD |
| Sowell Financial Services LLC | $324.7K | 18,576 | 0.01% | 30q | HELD |
| STIFEL FINANCIAL CORP | $209.1K | 11,962 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $48.2K | 2,760 | 0.00% | 3q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $15.4K | 878,972 | 0.29% | 31q | -8.5%-$1.4K |
| UBS Group AG | $11.9K | 679 | 0.00% | 31q | -45.1%-$9.7K |
| EverSource Wealth Advisors, LLC | $8.7K | 500 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $5.2K | 296 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $3.4K | 193 | 0.00% | 4q | -45.0%-$2.8K |
| Integrated Wealth Concepts LLC | $2.8K | 160 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.6K | 150 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $416 | 23,772 | 0.00% | 3q | +100.1% |
| FNY Investment Advisers, LLC | $0 | 50 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Ameriprise Financial, Inc.with 1 co-filers | 6.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 31 | $22.7M | 1,302,299 | 3 | 8 | 10 | 0.0% |
| Q1 2026 | 28 | $31.1M | 1,713,971 | 1 | 11 | 8 | 0.0% |
| Q4 2025 | 30 | $27.1M | 1,487,172 | 5 | 12 | 7 | 0.0% |
| Q3 2025 | 25 | $21.6M | 1,154,330 | 4 | 8 | 5 | 0.0% |
| Q2 2025 | 23 | $21.6M | 1,154,574 | 0 | 11 | 5 | 0.0% |
| Q1 2025 | 25 | $23.6M | 1,258,048 | 1 | 10 | 8 | 0.0% |
| Q4 2024 | 29 | $23.7M | 1,316,088 | 3 | 15 | 2 | 0.0% |
| Q3 2024 | 32 | $23.5M | 1,276,885 | 6 | 16 | 5 | 0.0% |
| Q2 2024 | 29 | $18.9M | 1,050,131 | 4 | 12 | 5 | 0.0% |
| Q1 2024 | 28 | $26.7M | 1,518,907 | 7 | 11 | 6 | 0.0% |
| Q4 2023 | 27 | $28.2M | 1,669,915 | 5 | 5 | 10 | 0.0% |
| Q3 2023 | 27 | $25.5M | 1,606,711 | 3 | 7 | 9 | 0.0% |
| Q2 2023 | 26 | $26.5M | 1,638,039 | 1 | 12 | 5 | 0.0% |
| Q1 2023 | 27 | $34.4M | 2,150,944 | 2 | 11 | 9 | 0.0% |
| Q4 2022 | 25 | $26.9M | 1,747,640 | 5 | 8 | 5 | 0.0% |
| Q3 2022 | 33 | $49.2M | 3,050,573 | 0 | 15 | 8 | 0.0% |
| Q2 2022 | 36 | $49.7M | 2,997,238 | 5 | 12 | 12 | 0.0% |
| Q1 2022 | 33 | $52.4M | 2,866,346 | 6 | 13 | 8 | 0.0% |
| Q4 2021 | 28 | $57.8M | 2,757,310 | 1 | 11 | 9 | 0.0% |
| Q3 2021 | 30 | $54.6M | 2,628,616 | 3 | 12 | 6 | 0.0% |
| Q2 2021 | 30 | $53.0M | 2,533,180 | 4 | 14 | 7 | 0.0% |
| Q1 2021 | 31 | $52.7M | 2,539,827 | 1 | 13 | 14 | 0.0% |
| Q4 2020 | 36 | $45.8M | 2,314,572 | 11 | 10 | 12 | 0.0% |
| Q3 2020 | 32 | $39.3M | 2,074,671 | 4 | 8 | 14 | 0.0% |
| Q2 2020 | 32 | $39.6M | 2,025,697 | 5 | 7 | 15 | 0.0% |
| Q1 2020 | 34 | $30.3M | 1,843,871 | 7 | 11 | 13 | 0.0% |
| Q4 2019 | 35 | $40.3M | 1,833,413 | 4 | 12 | 13 | 0.0% |
| Q3 2019 | 44 | $131.3M | 5,687,938 | 6 | 15 | 13 | 0.0% |
| Q2 2019 | 48 | $140.9M | 6,060,602 | 4 | 24 | 9 | 0.0% |
| Q1 2019 | 48 | $135.8M | 5,829,059 | 10 | 20 | 10 | 0.0% |
| Q4 2018 | 44 | $124.1M | 5,549,496 | 1 | 1 | 1 | 0.0% |