Nuveen Mortgage & Income (JLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Fiera Capital Corp

UNCHANGED

Shares67,056 from 67,056

Change0 (0%)

Value$1.1M (-$74.3K)

Filed 2026-11-06

Venture Visionary Partners LLC

INCREASED

Shares62,448 from 46,782

Change+15,666 (+33%)

Value$1.0M (+$204.6K)

Filed 2026-10-07

Nations Financial Group Inc,

UNCHANGED

Shares48,428 from 48,428

Change0 (0%)

Value$792.8K (-$53.7K)

Filed 2026-11-05

Matisse Capital

NEW

Shares39,646

Change+39,646

Value$649.0K

Filed 2026-10-29

Compound Planning, Inc.

DECREASED

Shares39,591 from 41,876

Change-2,285 (-5%)

Value$648.1K (-$83.8K)

Filed 2026-11-09

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares33,436 from 33,944

Change-508 (-1%)

Value$547.3K (-$45.9K)

Filed 2026-10-13

Closed-End Fund Advisors, Inc.

INCREASED

Shares23,267 from 20,710

Change+2,557 (+12%)

Value$380.9K (+$18.9K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares21,139 from 19,816

Change+1,323 (+7%)

Value$346.1K (-$292)

Filed 2026-11-06

Melfa Wealth Management, Inc.

INCREASED

Shares18,823 from 18,744

Change+79 (+0%)

Value$308.1K (-$19.5K)

Filed 2026-11-06

Sowell Financial Services LLC

UNCHANGED

Shares18,576 from 18,576

Change0 (0%)

Value$304.1K (-$20.6K)

Filed 2026-10-23

Choreo, LLC

NEW

Shares10,412

Change+10,412

Value$171.0K

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,357 from 11,886

Change-1,529 (-13%)

Value$170 (-$207.8K)

Filed 2026-11-02

Noble Wealth Management PBC

NEW

Shares1,650

Change+1,650

Value$27.0K

Filed 2026-10-01

EverSource Wealth Advisors, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$8.2K (-$554)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares296 from 296

Change0 (0%)

Value$4.8K (-$327)

Filed 2026-10-08

Highline Wealth Partners LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$2.5K (-$166)

Filed 2026-10-19

FNY Investment Advisers, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$0 ($0)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,760

Change-2,760 (-100%)

Value$0 (-$48.2K)

Filed 2026-11-02

SIT Investment Associates Inc

N/A

Shares— from 878,972

Change-878,972 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 368,549

Change-368,549 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 87,984

Change-87,984 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 86,892

Change-86,892 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 59,947

Change-59,947 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 58,822

Change-58,822 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 57,224

Change-57,224 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 51,635

Change-51,635 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 49,360

Change-49,360 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 44,897

Change-44,897 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 37,080

Change-37,080 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 26,256

Change-26,256 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 21,950

Change-21,950 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 19,021

Change-19,021 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 14,349

Change-14,349 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,962

Change-11,962 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,736

Change-3,736 (-100%)

Value—

UBS Group AG

N/A

Shares— from 679

Change-679 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 540

Change-540 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 193

Change-193 (-100%)

Value—

	Status
Fiera Capital Corp	UNCHANGED	67,056	67,056	0	0%	$1.2M	$1.1M	-$74.3K	2026-11-06
Venture Visionary Partners LLC	INCREASED	62,448	46,782	+15,666	+33%	$817.7K	$1.0M	+$204.6K	2026-10-07
Nations Financial Group Inc,	UNCHANGED	48,428	48,428	0	0%	$846.4K	$792.8K	-$53.7K	2026-11-05
Matisse Capital	NEW	39,646	—	+39,646	—	—	$649.0K	—	2026-10-29
Compound Planning, Inc.	DECREASED	39,591	41,876	-2,285	-5%	$731.9K	$648.1K	-$83.8K	2026-11-09
Hennion & Walsh Asset Management, Inc.	DECREASED	33,436	33,944	-508	-1%	$593.3K	$547.3K	-$45.9K	2026-10-13
Closed-End Fund Advisors, Inc.	INCREASED	23,267	20,710	+2,557	+12%	$362.0K	$380.9K	+$18.9K	2026-11-04
LPL Financial LLC	INCREASED	21,139	19,816	+1,323	+7%	$346.3K	$346.1K	-$292	2026-11-06
Melfa Wealth Management, Inc.	INCREASED	18,823	18,744	+79	+0%	$327.6K	$308.1K	-$19.5K	2026-11-06
Sowell Financial Services LLC	UNCHANGED	18,576	18,576	0	0%	$324.7K	$304.1K	-$20.6K	2026-10-23
Choreo, LLC	NEW	10,412	—	+10,412	—	—	$171.0K	—	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	10,357	11,886	-1,529	-13%	$208.0K	$170	-$207.8K	2026-11-02
Noble Wealth Management PBC	NEW	1,650	—	+1,650	—	—	$27.0K	—	2026-10-01
EverSource Wealth Advisors, LLC	UNCHANGED	500	500	0	0%	$8.7K	$8.2K	-$554	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	296	296	0	0%	$5.2K	$4.8K	-$327	2026-10-08
Highline Wealth Partners LLC	UNCHANGED	150	150	0	0%	$2.6K	$2.5K	-$166	2026-10-19
FNY Investment Advisers, LLC	UNCHANGED	50	50	0	0%	$0	$0	$0	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	2,760	-2,760	-100%	$48.2K	$0	-$48.2K	2026-11-02
SIT Investment Associates Inc	N/A	—	878,972	-878,972	-100%	$15.4M	—	—	—
Ameriprise Financial Inc	N/A	—	368,549	-368,549	-100%	$6.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	87,984	-87,984	-100%	$1.5M	—	—	—
Morgan Stanley	N/A	—	86,892	-86,892	-100%	$1.5M	—	—	—
Invesco Ltd.	N/A	—	59,947	-59,947	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	58,822	-58,822	-100%	$1.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	57,224	-57,224	-100%	$1.0M	—	—	—
Wells Fargo & Company	N/A	—	51,635	-51,635	-100%	$902.5K	—	—	—
Raymond James Financial Inc	N/A	—	49,360	-49,360	-100%	$862.7K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	44,897	-44,897	-100%	$784.7K	—	—	—
First Trust Advisors LP	N/A	—	37,080	-37,080	-100%	$648.1K	—	—	—
Clear Street Group Inc.	N/A	—	26,256	-26,256	-100%	$458.9K	—	—	—
Baird Financial Group, Inc.	N/A	—	21,950	-21,950	-100%	$383.6K	—	—	—
Cetera Investment Advisers	N/A	—	19,021	-19,021	-100%	$332.4K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	14,349	-14,349	-100%	$250.8K	—	—	—
Stifel Financial Corp	N/A	—	11,962	-11,962	-100%	$209.1K	—	—	—
BFC Planning, Inc.	N/A	—	3,736	-3,736	-100%	$65.3K	—	—	—
UBS Group AG	N/A	—	679	-679	-100%	$11.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	540	-540	-100%	$9.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	193	-193	-100%	$3.4K	—	—	—

Showing 38 of 38 institutions