Who Owns NUVEEN MORTGAGE & INCOME (JLS)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $38.3M of NUVEEN MORTGAGE & INCOME (JLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($15.4M), AMERIPRISE FINANCIAL INC ($6.4M), Advisors Asset Management, Inc. ($1.5M), MORGAN STANLEY ($1.5M), Fiera Capital Corp ($1.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$15.4M	878,972	Trimmed
2	AMERIPRISE FINANCIAL INC	$6.4M	368,549	Added
3	Advisors Asset Management, Inc.	$1.5M	87,984	Trimmed
4	MORGAN STANLEY	$1.5M	86,892	Trimmed
5	Fiera Capital Corp	$1.2M	67,056	Added
6	Invesco Ltd.	$1.0M	59,947	Added
7	OSAIC HOLDINGS, INC.	$1.0M	58,822	Added
8	ENVESTNET ASSET MANAGEMENT INC	$1.0M	57,224	Trimmed
9	WELLS FARGO & COMPANY/MN	$902,480	51,635	Added
10	RAYMOND JAMES FINANCIAL INC	$862,724	49,360	Added
11	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$846,425	48,428	Hold
12	Venture Visionary Partners LLC	$817,659	46,782	Added
13	Thomas J. Herzfeld Advisors, Inc.	$784,710	44,897	Trimmed
14	Compound Planning, Inc.	$731,907	41,876	Added
15	FIRST TRUST ADVISORS LP	$648,079	37,080	Added
16	Hennion & Walsh Asset Management, Inc.	$593,273	33,944	Added
17	Clear Street Group Inc.	$458,902	26,256	New
18	Baird Financial Group, Inc.	$383,642	21,950	Trimmed
19	Closed-End Fund Advisors, Inc.	$361,969	20,710	Trimmed
20	LPL Financial LLC	$346,342	19,816	Added
21	Cetera Investment Advisers	$332,449	19,021	Trimmed
22	MELFA WEALTH MANAGEMENT, INC.	$327,603	18,744	Added
23	Sowell Financial Services LLC	$324,671	18,576	Hold
24	STIFEL FINANCIAL CORP	$209,075	11,962	Hold
25	Cambridge Investment Research Advisors, Inc.	$208,000	11,886	Added

Source: SEC Form 13F filings · as of 2026-06-30