Nuveen Mortgage and Income Fund — Institutional Ownership
Which tracked institutions hold JLS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
4
Funds holding
$4167761
Total value held
Flat
2 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $1696922 | 93597 | -6391 | -6.39% |
| 2 | Wells Fargo & Company/Mn | $911353 | 50102 | -3527 | -6.58% |
| 3 | Raymond James Financial Inc | $865010 | 47711 | +4039 | +9.25% |
| 4 | Invesco Ltd. | $694476 | 38179 | +19815 | +107.90% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.