CHICAGO, IL
NUVEEN MORTGAGE & INCOME FUND/MA/JLS— Latest position per institution from SEC 13F filings
15
Institutional holders
2.84M
Total shares held
34.16M
Estimated value
141.99K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
878.97K
Value
15.36K
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
433.99K
Value
7.43M
Filed
Mar 31, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
368.55K
Value
6.43M
Filed
Jun 30, 2026
PRIVATE CLIENT SERVICES, LLC
CIK 1457005
Shares
134.21K
Value
2.52M
Filed
Mar 31, 2025
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
87.98K
Value
1.54M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
86.89K
Value
1.52M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
84K
Value
1.33M
Filed
Sep 30, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
74.91K
Value
1.38M
Filed
Sep 30, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
67.89K
Value
1.25M
Filed
Sep 30, 2024
FIERA CAPITAL CORP
CIK 1505817
Shares
67.06K
Value
1.17M
Filed
Jun 30, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
62.76K
Value
1.13M
Filed
Sep 30, 2024
VENTURE VISIONARY PARTNERS LLC
CIK 1792283
Shares
62.45K
Value
1.02M
Filed
Sep 30, 2026
INVESCO LTD.
CIK 914208
Shares
59.95K
Value
1.05M
Filed
Jun 30, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
59.89K
Value
955.84K
Filed
Mar 31, 2023
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
58.82K
Value
1.03M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
57.22K
Value
1M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
51.63K
Value
902.48K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
49.36K
Value
862.72K
Filed
Jun 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 1109767
Shares
48.43K
Value
846.42K
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
44.90K
Value
784.71K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 878.97K | 15.36K | Jun 30, 2026 |
| 2 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 433.99K | 7.43M | Mar 31, 2024 |
| 3 | AMERIPRISE FINANCIAL INC | 820027 | 368.55K | 6.43M | Jun 30, 2026 |
| 4 | PRIVATE CLIENT SERVICES, LLC | 1457005 | 134.21K | 2.52M | Mar 31, 2025 |
| 5 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 87.98K | 1.54M | Jun 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 86.89K | 1.52M | Jun 30, 2026 |
| 7 | MATISSE CAPITAL | 1668256 | 84K | 1.33M | Sep 30, 2023 |
| 8 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 74.91K | 1.38M | Sep 30, 2024 |
| 9 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 67.89K | 1.25M | Sep 30, 2024 |
| 10 | FIERA CAPITAL CORP | 1505817 | 67.06K | 1.17M | Jun 30, 2026 |
| 11 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 62.76K | 1.13M | Sep 30, 2024 |
| 12 | VENTURE VISIONARY PARTNERS LLC | 1792283 | 62.45K | 1.02M | Sep 30, 2026 |
| 13 | INVESCO LTD. | 914208 | 59.95K | 1.05M | Jun 30, 2026 |
| 14 | ALMITAS CAPITAL LLC | 1596468 | 59.89K | 955.84K | Mar 31, 2023 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 58.82K | 1.03M | Jun 30, 2026 |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 57.22K | 1M | Jun 30, 2026 |
| 17 | WELLS FARGO & COMPANY/MN | 72971 | 51.63K | 902.48K | Jun 30, 2026 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 49.36K | 862.72K | Jun 30, 2026 |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | 48.43K | 846.42K | Jun 30, 2026 |
| 20 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 44.90K | 784.71K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.