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Nuveen Mortgage & Income (JLS)

CUSIP: 670735109 | US | Financial Services · Asset Management | Micro Cap | 206 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAmeriprise Financial, Inc.368,5496.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAmeriprise Financial, Inc.368,549
6.7% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Venture Visionary Partners LLC62,448
0.0% of portfolio›$1.0M
Nations Financial Group Inc,48,428
0.0% of portfolio›$792.8K
Matisse Capital39,646
0.3% of portfolio›$649.0K
Compound Planning, Inc.39,591
0.0% of portfolio›$648.1K
Hennion & Walsh Asset Management, Inc.33,436
0.0% of portfolio›$547.3K
Closed-End Fund Advisors, Inc.23,267
0.4% of portfolio›$380.9K
Sowell Financial Services LLC18,576
0.0% of portfolio›$304.1K
Choreo, LLC10,412
0.0% of portfolio›$171.0K
Cambridge Investment Research Advisors, Inc.10,357
0.0% of portfolio›$170
Noble Wealth Management PBC1,650
0.0% of portfolio›$27.0K
EverSource Wealth Advisors, LLC500
0.0% of portfolio›$8.2K
Farther Finance Advisors, LLC296
0.0% of portfolio›$4.8K
Highline Wealth Partners LLC150
0.0% of portfolio›$2.5K
FNY Investment Advisers, LLC50
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Venture Visionary Partners LLC
62,448$1.0M0.0%CoreLowSylvania, OH2026-10-07
Nations Financial Group Inc,
48,428$792.8K0.0%CoreLowCedar Rapids, IA2026-11-05
Matisse Capital
39,646$649.0K0.3%ValueMediumPortland, OR2026-10-29
Compound Planning, Inc.
39,591$648.1K0.0%CoreLowNew York, NY2026-11-05
Hennion & Walsh Asset Management, Inc.
33,436$547.3K0.0%ValueMediumParsippany, NJ2026-10-13
Closed-End Fund Advisors, Inc.
23,267$380.9K0.4%YieldMediumRichmond, VA2026-11-04
Sowell Financial Services LLC
18,576$304.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Choreo, LLC
10,412$171.0K0.0%IndexLowRockford, IL2026-10-28
Cambridge Investment Research Advisors, Inc.
10,357$1700.0%ETFLowFairfield, IA2026-11-02
Noble Wealth Management PBC
1,650$27.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
EverSource Wealth Advisors, LLC
500$8.2K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
296$4.8K0.0%IndexLowSan Francisco, CA2026-10-08
Highline Wealth Partners LLC
150$2.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
FNY Investment Advisers, LLC
50$00.0%GrowthVery HighNew York, NY2026-10-16