Nuveen Mortgage and Income Fund — Institutional Ownership
Which tracked institutions hold JLS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
6
Funds holding
$4552602
Total value held
Buying
5 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $1518701 | 86892 | -6705 | -7.16% |
| 2 | Invesco Ltd. | $1047754 | 59947 | +59947 | NEW BUY |
| 3 | Wells Fargo & Company/Mn | $902480 | 51635 | +1391 | +2.77% |
| 4 | Raymond James Financial Inc | $862724 | 49360 | +1649 | +3.46% |
| 5 | Stifel Financial Corp | $209075 | 11962 | +11962 | NEW BUY |
| 6 | Ubs Group Ag | $11868 | 679 | +679 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.