NUVEEN MORTGAGE & INCOME (JLS) Top Institutional Shareholders
NUVEEN MORTGAGE & INCOME (JLS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $26.56M in JLS holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of JLS tracked by InsiderSet, reporting ownership valued at approximately $5.38M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.19M, representing an estimated loss of -3.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed JLS value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Advisors Asset Management, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in NUVEEN MORTGAGE & INCOME (JLS).
This page ranks the largest institutional JLS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$26.56M
Largest Holder
Ameriprise Financial Inc
Largest Position
$5.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.00% | 296,505 | $5,375,630 | $5,191,803 | -$183,827 | -3.42% | |
| Advisors Asset Management, Inc. | 0.05% | 156,726 | $2,841,442 | $2,744,272 | -$97,170 | -3.42% | |
| Envestnet Asset Management Inc | 0.00% | 117,760 | $2,134,993 | $2,061,978 | -$73,015 | -3.42% | |
| Eversource Wealth Advisors, Llc | 0.05% | 34,830 | $1,762,729 | $609,873 | -$1,152,856 | -65.40% | |
| Morgan Stanley | 0.00% | 93,597 | $1,696,922 | $1,638,883 | -$58,039 | -3.42% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.45% | 72,639 | $1,316,945 | $1,271,909 | -$45,036 | -3.42% | |
| Fiera Capital Corp | 0.00% | 65,360 | $1,184,977 | $1,144,454 | -$40,523 | -3.42% | |
| Osaic Holdings, Inc. | 0.00% | 57,415 | $1,040,929 | $1,005,337 | -$35,592 | -3.42% | |
| Invesco Ltd. | 0.00% | 50,435 | $914,387 | $883,117 | -$31,270 | -3.42% | |
| Wells Fargo & Company/Mn | 0.00% | 50,244 | $910,928 | $879,772 | -$31,156 | -3.42% | |
| Nations Financial Group Inc | 0.05% | 48,428 | $878,000 | $847,974 | -$30,026 | -3.42% | |
| Raymond James Financial Inc | 0.00% | 47,711 | $865,010 | $835,420 | -$29,590 | -3.42% | |
| Venture Visionary Partners Llc | 0.03% | 46,757 | $847,706 | $818,715 | -$28,991 | -3.42% | |
| Compound Planning, Inc. | 0.02% | 41,609 | $754,363 | $728,574 | -$25,789 | -3.42% | |
| Cetera Investment Advisers | 0.00% | 40,038 | $725,895 | $701,065 | -$24,830 | -3.42% | |
| First Trust Advisors Lp | 0.00% | 35,876 | $650,426 | $628,189 | -$22,237 | -3.42% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 29,583 | $536,340 | $517,998 | -$18,342 | -3.42% | |
| Baird Financial Group, Inc. | 0.00% | 22,091 | $400,510 | $386,813 | -$13,697 | -3.42% | |
| Closed-End Fund Advisors, Inc. | 0.38% | 20,810 | $377,285 | $364,383 | -$12,902 | -3.42% | |
| Lpl Financial Llc | 0.00% | 19,136 | $346,928 | $335,071 | -$11,857 | -3.42% | |
| Melfa Wealth Management, Inc. | 0.19% | 18,671 | $338,499 | $326,929 | -$11,570 | -3.42% | |
| Sowell Financial Services Llc | 0.01% | 18,576 | $336,783 | $325,266 | -$11,517 | -3.42% | |
| Stifel Financial Corp | 0.00% | 11,962 | $216,874 | $209,455 | -$7,419 | -3.42% | |
| International Assets Investment Management, Llc | 0.00% | 2,760 | $50,356 | $48,328 | -$2,028 | -4.03% | |
| Ubs Group Ag | 0.00% | 1,236 | $22,409 | $21,642 | -$767 | -3.42% | |
| Sit Investment Associates Inc | 0.35% | 960,255 | $17,409 | $16,814,065 | +$16,796,656 | +96482.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 351 | $6,364 | $6,146 | -$218 | -3.43% | |
| Farther Finance Advisors, Llc | 0.00% | 296 | $5,401 | $5,183 | -$218 | -4.04% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $2,720 | $2,627 | -$93 | -3.44% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,879 | $215 | $208,001 | +$207,786 | +96644.79% |
Frequently asked questions about JLS
Who owns the most JLS stock?
The largest holders of JLS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN MORTGAGE & INCOME (JLS).
Is JLS widely held by superinvestors?
Many widely followed stocks like JLS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JLS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.