Funds holding Nuveen Mortgage And Income Fd
ISIN US6707351093 · United States · LEI 07Q4EPZRU8XATVYVY545
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 368.6K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII | 20,001 | 368.6K $ | 0.49 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII | 0.49 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 20,001 | +15.7 % |
| 2026Q1 | 1 | 0 | 17,285 | +26.0 % |
| 2025Q4 | 1 | 0 | 13,717 | +13.2 % |
| 2025Q3 | 1 | 0 | 12,120 | +14.0 % |
| 2025Q2 | 1 | 0 | 10,632 | +2.8 % |
| 2025Q1 | 1 | -2 | 10,345 | -5.0 % |
| 2024Q4 | 3 | 0 | 10,890 | +11.7 % |
| 2024Q3 | 3 | 0 | 9,753 | +22.1 % |
| 2024Q2 | 3 | +1 | 7,990 | -10.4 % |
| 2024Q1 | 2 | -1 | 8,922 | -90.7 % |
| 2023Q4 | 3 | 95,580 |
Institutional managers
30 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 960,255 | 17.4K $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 296,505 | 5.4M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 156,726 | 2.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 117,760 | 2.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 93,597 | 1.7M $ | as of Mar 31, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 72,639 | 1.3M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 65,360 | 1.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 57,415 | 1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 50,435 | 914.4K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 50,244 | 910.9K $ | as of Mar 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 48,428 | 878K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 47,711 | 865K $ | as of Mar 31, 2026 |
| Venture Visionary Partners LLC | 46,757 | 847.7K $ | as of Mar 31, 2026 |
| Compound Planning, Inc. | 41,609 | 754.4K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 40,038 | 725.9K $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 35,876 | 650.4K $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 29,583 | 536.3K $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 22,091 | 400.5K $ | as of Mar 31, 2026 |
| Closed-End Fund Advisors, Inc. | 20,810 | 377.3K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 19,136 | 346.9K $ | as of Mar 31, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | 18,671 | 338.5K $ | as of Mar 31, 2026 |
| Sowell Financial Services LLC | 18,576 | 336.8K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 11,962 | 216.9K $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 11,879 | 215 $ | as of Mar 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,760 | 50.4K $ | as of Mar 31, 2026 |
Declared shareholders of Nuveen Mortgage And Income Fd
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Sit Investment Associates, Inc. and 1 other | 16.80 % | 918,869 | as of Apr 30, 2026 · SCHEDULE 13G |
| Ameriprise Financial, Inc. and 1 other | 5.40 % | 296,505 | as of Mar 31, 2026 · SCHEDULE 13G |
| First Trust Portfolios L.P. and 2 others | 4.66 % | 255,236 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Nuveen Mortgage And Income Fd". https://titelia.com/en/stocks/nuveen-mortgage-and-income-fd-US6707351093