Who Owns JLS?
Nuveen Mortgage and Income Fund — Institutional Ownership & 13F Holdings
$18.15
+0.00 (+0.00%)
Market Cap
$101.2M
Shares Outstanding
5,476,626
Institutional Holders
26
Total Inst. Value
$48.3M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
4
Closed Positions
5
Increased
12
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $26.6M | 1,416,022 |
| 2 | AMERIPRISE FINANCIAL INC | $3.0M | 161,248 |
| 3 | Advisors Asset Management, Inc. | $3.0M | 157,416 |
| 4 | PRIVATE CLIENT SERVICES, LLCNew | $2.5M | 134,205 |
| 5 | MORGAN STANLEY | $2.0M | 104,881 |
| 6 | Thomas J. Herzfeld Advisors, Inc. | $1.7M | 92,014 |
| 7 | OSAIC HOLDINGS, INC. | $1.3M | 68,546 |
| 8 | WELLS FARGO & COMPANY/MN | $1.1M | 60,833 |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.0M | 53,478 |
| 10 | RAYMOND JAMES FINANCIAL INC | $950K | 50,622 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +67K | $3.0M |
| Advisors Asset Management, Inc. | +852 | $3.0M |
| PRIVATE CLIENT SERVICES, LLCNew | +134K | $2.5M |
| Thomas J. Herzfeld Advisors, Inc. | +5K | $1.7M |
| OSAIC HOLDINGS, INC. | +61K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | -133K | $26.6M |
| MORGAN STANLEY | -9K | $2.0M |
| UBS Group AG | -7K | $216K |
| WELLS FARGO & COMPANY/MN | -2K | $1.1M |
| FIRST TRUST ADVISORS LP | -1K | $477K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold JLS?
As of Q1 2025, 26 institutional investors report holding JLS (Nuveen Mortgage and Income Fund) in their 13F filings.
Which hedge fund owns the most JLS?
The largest institutional holder of JLS is SIT INVESTMENT ASSOCIATES INC with $26.6M in shares.
Are institutions buying or selling JLS?
This quarter, 4 institutions opened new positions in JLS and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.