Who Owns Nuveen Mortgage and Income Fund Stock?
NYSE: JLSFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 40.31%
- Held by insiders
- 0.01%
- Institutional holders
- 34
- Institutions 40.3%
- Insiders 0.0%
- Public and other 59.7%
Who owns Nuveen Mortgage and Income Fund stock?
Institutional investors own about 40.3% of Nuveen Mortgage and Income Fund's shares, spread across 34 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.01% of JLS.
The largest institutional holders are SIT Investment Associates Inc (16.05%), Ameriprise Financial, Inc. (6.73%) and Advisors Asset Management, Inc. (1.61%). Together, the top 10 institutions control 32.5% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their JLS positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JLS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 878.97K | 16.05% | -8.5% |
| Ameriprise Financial, Inc. | 368.55K | 6.73% | +24.3% |
| Advisors Asset Management, Inc. | 87.98K | 1.61% | -43.9% |
| Morgan Stanley | 86.89K | 1.59% | -7.2% |
| Fiera Capital Corporation | 67.06K | 1.22% | +2.6% |
| Venture Visionary Partners LLC | 62.45K | 1.14% | +33.5% |
| Invesco Ltd. | 59.95K | 1.09% | +18.9% |
| Osaic Holdings Inc. | 58.82K | 1.07% | +2.5% |
| Envestnet Asset Management Inc. | 57.22K | 1.04% | -51.4% |
| Wells Fargo & Company | 51.63K | 0.94% | +2.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of JLS
| Fund | Shares | % Held |
|---|---|---|
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | 24.64K | 0.45% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 165 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 58 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Nuveen Mortgage and Income Fund?
SIT Investment Associates Inc is the largest institutional shareholder of JLS, owning 16.05% of shares outstanding (878.97K shares) as of its latest 13F filing.
What percentage of Nuveen Mortgage and Income Fund is owned by institutions?
Institutions own about 40.3% of JLS shares and 40.3% of the public float.
How much of Nuveen Mortgage and Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.01% of JLS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.