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Nuveen Mortgage and Income Fund

Institutional holders · 13F as of Dec 31, 2025

32 holders

HolderValueShares% of shares
AMERIPRISE FINANCIAL INC$4.55M249,900—
Advisors Asset Management, Inc.$2.84M156,726—
ENVESTNET ASSET MANAGEMENT INC$2.25M123,701—
Morgan Stanley$1.82M99,988—
Thomas J. Herzfeld Advisors, Inc.$1.47M80,720—
OSAIC HOLDINGS, INC.$1.43M78,419—
Fiera Capital Corp$1.17M67,056—
WELLS FARGO & COMPANY/MN$911.4K50,102—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$878.0K48,428—
RAYMOND JAMES FINANCIAL INC$794.4K43,672—
Venture Visionary Partners LLC$759.3K41,740—
Compound Planning, Inc.$758.6K41,705—
Invesco Ltd.$694.5K38,179—
FIRST TRUST ADVISORS LP$650.4K35,876—
Concorde Asset Management, LLC$415.6K22,850—
Baird Financial Group, Inc.$397.5K21,851—
Closed-End Fund Advisors, Inc.$378.5K20,810—
LPL Financial LLC$346.3K19,816—
MELFA WEALTH MANAGEMENT, INC.$338.8K18,624—
Sowell Financial Services LLC$337.9K18,576—
Cetera Investment Advisers$318.5K17,511—
Hennion & Walsh Asset Management, Inc.$247.0K13,578—
STIFEL FINANCIAL CORP$217.7K11,970—
CHOREO, LLC$195.4K10,758—
UBS Group AG$128.5K7,065—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$53.8K2,960—
Eagle Bay Advisors LLC$25.2K1,384—
Sit Investment Associates, Inc.$19.8K1,090,797—
EverSource Wealth Advisors, LLC$9.1K500—
Rockefeller Capital Management L.P.$4.2K229—
HIGHLINE WEALTH PARTNERS LLC$2.7K150—
Cambridge Investment Research Advisors, Inc.$19710,857—
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