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Disclosery

JLS NUVEEN MORTGAGE AND INCOME F

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COM (common), issuer CIK 1472215

32 managers (32 13F filers) reported a position in JLS shares at 2025-12-31, 2,433,474 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
32
13F filers
32
New
6
Added
14
Reduced
9
Sold out
3
Shares held by filers
2,433,474

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,090,797$19.8M0.39%-137,88813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,900$4.55M<0.01%+46,47113F-HRTimelineGroup
Advisors Asset Management, Inc.155,352$2.83M0.05%-60113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,701$2.25M<0.01%+13,30813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY99,988$1.82M<0.01%-5,13013F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.80,720$1.47M0.5%-16,63913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,419$1.43M<0.01%+5,07613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp67,693$1.23M<0.01%+34,71613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,102$911K<0.01%-3,52713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV48,428$881K0.05%-4,75013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,672$794K<0.01%+4213F-HRTimelineGroup
Venture Visionary Partners LLC41,740$759K0.02%+3113F-HRTimeline
Compound Planning, Inc.41,705$759K0.02%+28,86313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.38,179$694K<0.01%+19,81513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,841$579K<0.01%+1,76013F-HRTimelineGroup
Concorde Asset Management, LLC22,850$416K0.17%+9,75013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,851$397K<0.01%-84613F-HRTimelineGroup
Closed-End Fund Advisors, Inc.20,810$379K0.22%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.18,624$339K0.2%+9113F-HRTimeline
Sowell Financial Services LLC18,576$338K0.01%013F-HRTimeline
Cetera Investment Advisers17,511$319K<0.01%+1,43713F-HRTimeline
Hennion & Walsh Asset Management, Inc.13,578$247K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,970$218K<0.01%new13F-HRTimelineGroup
LPL Financial LLC11,564$210K<0.01%+1,36513F-HRTimeline
Cambridge Investment Research Advisors,…10,857$197K<0.01%new13F-HRTimeline
CHOREO, LLC10,758$195K<0.01%-2,18613F-HRTimeline
UBS Group AGin group UBS Group AG7,065$129K<0.01%-2,40213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,960$53.8K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC1,384$25.2K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…500$9.1K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…229$4.17K<0.01%+613F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$2.73K<0.01%new13F-HRTimeline