Nuveen Mortgage & Income Fund
JLS- Exchange
- NYSE
- SEC CIK
- 0001472215
No open-market purchases or sales by Nuveen Mortgage & Income Fund insiders were filed in the last 90 days; 32 institutions reported holding it in 13F filings for Q2 2026, worth $38.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen Mortgage & Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- 0 vs. Q1 2026
- Shares held
- 2.19M
- −173.5K (−7.3%) vs. Q1 2026
- Total value
- $38.3M
- −$4.59M (−10.7%) vs. Q1 2026
- New holders
- 1
- 13 more added
- Sold out
- 1
- 10 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 32 | $38.5M |
| Q1 2026 | 32 | $42.9M |
| Q4 2025 | 32 | $44.3M |
| Q3 2025 | 28 | $45.0M |
| Q2 2025 | 25 | $47.2M |
| Q1 2025 | 26 | $50.2M |
| Q4 2024 | 30 | $48.8M |
| Q3 2024 | 34 | $53.6M |
| Q2 2024 | 30 | $46.7M |
| Q1 2024 | 29 | $55.9M |
| Q4 2023 | 28 | $54.3M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.9M |
| Q1 2023 | 29 | $58.7M |
| Q4 2022 | 32 | $54.1M |
| Q3 2022 | 33 | $49.2M |
| Q2 2022 | 37 | $49.7M |
| Q1 2022 | 35 | $52.4M |
| Q4 2021 | 28 | $57.8M |
| Q3 2021 | 30 | $54.6M |
| Q2 2021 | 30 | $53.0M |
| Q1 2021 | 31 | $52.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 193 | $3.38K | 0.00% | −158−45.0% | Reduced |
| Farther Finance Advisors, LLC | 296 | $5.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $8.74K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 679 | $11.9K | 0.00% | −557−45.1% | Reduced |
| International Assets Investment Management, LLC | 2,760 | $48.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,886 | $208.0K | 0.00% | +7+0.1% | Added |
| Stifel Financial Corp | 11,962 | $209.1K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 18,576 | $324.7K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 18,744 | $327.6K | 0.18% | +73+0.4% | Added |
| Cetera Investment Advisers | 19,021 | $332.4K | 0.00% | −21,017−52.5% | Reduced |
| LPL Financial LLC | 19,816 | $346.3K | 0.00% | +680+3.6% | Added |
| Closed-End Fund Advisors, Inc. | 20,710 | $362.0K | 0.35% | −100−0.5% | Reduced |
| Baird Financial Group, Inc. | 21,950 | $383.6K | 0.00% | −141−0.6% | Reduced |
| Clear Street Group Inc. | 26,256 | $458.9K | 0.00% | +26,256 | New |
| Hennion & Walsh Asset Management, Inc. | 33,944 | $593.3K | 0.02% | +4,361+14.7% | Added |
| First Trust Advisors LP | 37,080 | $648.1K | 0.00% | +1,204+3.4% | Added |
| Atomi Financial Group, Inc. | 41,876 | $731.9K | 0.02% | +267+0.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 44,897 | $784.7K | 0.24% | −27,742−38.2% | Reduced |
| Venture Visionary Partners LLC | 46,782 | $817.7K | 0.02% | +25+0.1% | Added |
| Nations Financial Group Inc, | 48,428 | $846.4K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Inc | 49,360 | $862.7K | 0.00% | +1,649+3.5% | Added |
| Wells Fargo & Company | 51,635 | $902.5K | 0.00% | +1,391+2.8% | Added |
| Envestnet Asset Management Inc | 57,224 | $1.00M | 0.00% | −60,536−51.4% | Reduced |
| Advisor Group Holdings, Inc. | 58,822 | $1.03M | 0.00% | +1,407+2.5% | Added |
| Invesco Ltd. | 59,947 | $1.05M | 0.00% | +9,512+18.9% | Added |
| Fiera Capital Corp | 67,056 | $1.17M | 0.00% | +1,696+2.6% | Added |
| Morgan Stanley | 86,892 | $1.52M | 0.00% | −6,705−7.2% | Reduced |
| Advisors Asset Management, Inc. | 87,984 | $1.54M | 0.02% | −68,742−43.9% | Reduced |
| Ameriprise Financial Inc | 368,549 | $6.43M | 0.00% | +72,044+24.3% | Added |
| Sit Investment Associates Inc | 878,972 | $15.4M | 0.29% | −81,283−8.5% | Reduced |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −27,080−100.0% | Sold out |