JLS

Nuveen Mortgage and Income Fund
$18.07-0.10 (-0.58%)Financial ServicesNYSE

Institutional Holders

36

as of Q4 2025

Total Shares Held

1.0907972499001553e+158B

Total Value

$1.9000400020002e+73T

% of Float

Price History

$17.16$17.64$18.12$18.59$19.07Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC1,090,797$19.0M0.38%Share
2AMERIPRISE FINANCIAL INC249,900$4.0M0.00%Share
3Advisors Asset Management, Inc.155,352$2.0M0.03%Share
4ENVESTNET ASSET MANAGEMENT INC123,701$2.0M0.00%Share
5Thomas J. Herzfeld Advisors, Inc.80,720$1.5M0.50%Share
6Fiera Capital Corp67,693$1.0M0.00%Share
7OSAIC HOLDINGS, INC.78,419$1.0M0.00%Share
8MORGAN STANLEY99,936$1.0M0.00%Share
9NATIONS FINANCIAL GROUP INC, /IA/ /ADV48,428$880K0.05%Share
10Compound Planning, Inc.41,705$758K0.02%Share
11Invesco Ltd.38,179$694K0.00%Share
12Concorde Asset Management, LLC22,850$415K0.17%Share
13Closed-End Fund Advisors, Inc.20,810$378K0.22%Share
14MELFA WEALTH MANAGEMENT, INC.18,624$338K0.19%Share
15Sowell Financial Services LLC18,576$337K0.01%Share
16Hennion & Walsh Asset Management, Inc.13,578$246K0.01%Share
17CHOREO, LLC10,758$195K0.00%Share
18UBS Group AG7,065$128K0.00%Share
19INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,960$53K0.00%Share
20Eagle Bay Advisors LLC1,384$25K0.02%Share
21EverSource Wealth Advisors, LLC500$9K0.00%Share
22HIGHLINE WEALTH PARTNERS LLC150$2K0.00%Share
23FIRST TRUST ADVISORS LP31,841$00.00%Share
24RAYMOND JAMES FINANCIAL INC27,205$00.00%Share
25Baird Financial Group, Inc.21,851$00.00%Share
26Venture Visionary Partners LLC41,740$00.00%Share
27LPL Financial LLC11,564$00.00%Share
28Rockefeller Capital Management L.P.229$00.00%Share
29Cambridge Investment Research Advisors, Inc.10,857$00.00%Share
30MORGAN STANLEY50$00.00%Share
31MORGAN STANLEY2$00.00%Share
32WELLS FARGO & COMPANY/MN44,287$00.00%Share
33WELLS FARGO & COMPANY/MN5,815$00.00%Share
34RAYMOND JAMES FINANCIAL INC16,467$00.00%Share
35STIFEL FINANCIAL CORP11,970$00.00%Share
36Cetera Investment Advisers17,511$00.00%Share