CHICAGO, IL
NUVEEN MORTGAGE & INCOME FUND/MA/JLS— Latest position per institution from SEC 13F filings
15
Institutional holders
3.05M
Total shares held
37.85M
Estimated value
152.49K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
960.25K
Value
17.41K
Filed
Mar 31, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
433.99K
Value
7.43M
Filed
Mar 31, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
296.50K
Value
5.38M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
156.73K
Value
2.84M
Filed
Mar 31, 2026
PRIVATE CLIENT SERVICES, LLC
CIK 1457005
Shares
134.21K
Value
2.52M
Filed
Mar 31, 2025
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
117.76K
Value
2.13M
Filed
Mar 31, 2026
WEALTH MANAGEMENT ASSOCIATES, INC.
CIK 2067339
Shares
115.16K
Value
2.67M
Filed
Jun 30, 2019
MORGAN STANLEY
CIK 895421
Shares
93.60K
Value
1.70M
Filed
Mar 31, 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
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
72.64K
Value
1.32M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
67.89K
Value
1.25M
Filed
Sep 30, 2024
FIERA CAPITAL CORP
CIK 1505817
Shares
65.36K
Value
1.18M
Filed
Mar 31, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
62.76K
Value
1.13M
Filed
Sep 30, 2024
ALMITAS CAPITAL LLC
CIK 1596468
Shares
59.89K
Value
955.84K
Filed
Mar 31, 2023
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
57.41K
Value
1.04M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
50.44K
Value
914.39K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
50.24K
Value
910.93K
Filed
Mar 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 1109767
Shares
48.43K
Value
878K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
47.71K
Value
865.01K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 960.25K | 17.41K | Mar 31, 2026 |
| 2 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 433.99K | 7.43M | Mar 31, 2024 |
| 3 | AMERIPRISE FINANCIAL INC | 820027 | 296.50K | 5.38M | Mar 31, 2026 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 156.73K | 2.84M | Mar 31, 2026 |
| 5 | PRIVATE CLIENT SERVICES, LLC | 1457005 | 134.21K | 2.52M | Mar 31, 2025 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 117.76K | 2.13M | Mar 31, 2026 |
| 7 | WEALTH MANAGEMENT ASSOCIATES, INC. | 2067339 | 115.16K | 2.67M | Jun 30, 2019 |
| 8 | MORGAN STANLEY | 895421 | 93.60K | 1.70M | Mar 31, 2026 |
| 9 | MATISSE CAPITAL | 1668256 | 84K | 1.33M | Sep 30, 2023 |
| 10 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 74.91K | 1.38M | Sep 30, 2024 |
| 11 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 72.64K | 1.32M | Mar 31, 2026 |
| 12 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 67.89K | 1.25M | Sep 30, 2024 |
| 13 | FIERA CAPITAL CORP | 1505817 | 65.36K | 1.18M | Mar 31, 2026 |
| 14 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 62.76K | 1.13M | Sep 30, 2024 |
| 15 | ALMITAS CAPITAL LLC | 1596468 | 59.89K | 955.84K | Mar 31, 2023 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 57.41K | 1.04M | Mar 31, 2026 |
| 17 | INVESCO LTD. | 914208 | 50.44K | 914.39K | Mar 31, 2026 |
| 18 | WELLS FARGO & COMPANY/MN | 72971 | 50.24K | 910.93K | Mar 31, 2026 |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | 48.43K | 878K | Mar 31, 2026 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 47.71K | 865.01K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.