Nuveen Mortgage & Income Fund/MA/ - JLS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | No change | 878,972 | 15,363 | 0.29% | 0.29% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 368,549 | 6,427 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 87,984 | 1,537 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 86,892 | 1,518 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiera Capital Corp | History | No change | 67,056 | 1,172 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 59,947 | 1,047 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 58,822 | 1,028 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 57,224 | 1,000 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 51,635 | 902 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 49,360 | 862 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 48,428 | 846 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venture Visionary Partners LLC | History | No change | 46,782 | 817 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 44,897 | 784 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | No change | 41,876 | 731 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 37,080 | 648 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 33,944 | 593 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clear Street Group Inc. | History | No change | 26,256 | 458 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 21,950 | 383 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 20,710 | 361 | 0.35% | 0.35% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 19,816 | 346 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 19,021 | 332 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 18,744 | 327 | 0.18% | 0.18% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | No change | 18,576 | 324 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,962 | 209 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,886 | 208 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,760 | 48 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Noble Wealth Management PBC | History | New | 1,650 | 27 | 0.01% | — | 27 | +1,650 | New | Q3 2026 | Oct 01, 2026 |
| UBS Group AG | History | No change | 679 | 11 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 296 | 5 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 193 | 3 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FNY Investment Advisers, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |