JLSNUVEEN MORTGAGE AND INCOME F
CUSIP 670735109 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Mortgage And Income F (JLS) has 31 institutional holders in Filings Flow’s 13F database, together reporting 2.35M shares worth $25M as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Advisors Asset Management, Inc., and Envestnet Asset Management Inc.
Institutional Holders
31
Q1 2026
Reported Value
$25M
Ticker
JLS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.45% | $1M | 72.6K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.24% | $494,869 | 27.1K | Q2 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.19% | $338,499 | 18.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 156.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $878,000 | 48.4K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.03% | $847,706 | 46.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $754,363 | 41.6K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $25,175 | 1.4K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $593,273 | 33.9K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $336,783 | 18.6K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $1M | 65.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $50,356 | 2.8K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $195,413 | 10.8K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 57.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 296.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $725,895 | 40.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,720 | 150 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $400,510 | 22.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 117.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $650,426 | 35.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $343 | 18.3K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $9,065 | 500 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $865,010 | 47.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $216,874 | 12.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $910,928 | 50.2K | Q2 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $914,387 | 50.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 100.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $346,928 | 19.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,401 | 296 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,364 | 351 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22,409 | 1.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $227 | 12 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.