Nuveen Multi-Asset Income Fund
NMAI- Exchange
- NYSE
- SEC CIK
- 0001861115
No open-market purchases or sales by Nuveen Multi-Asset Income Fund insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $83.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen Multi-Asset Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 76
- −7 vs. Q1 2026
- Shares held
- 5.87M
- −722.6K (−11.0%) vs. Q1 2026
- Total value
- $83.2M
- +$1.44M (+1.8%) vs. Q1 2026
- New holders
- 6
- 29 more added
- Sold out
- 13
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NMAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 76 | $83.2M |
| Q1 2026 | 84 | $81.7M |
| Q4 2025 | 84 | $92.4M |
| Q3 2025 | 73 | $96.3M |
| Q2 2025 | 67 | $99.9M |
| Q1 2025 | 64 | $96.3M |
| Q4 2024 | 67 | $101.6M |
| Q3 2024 | 64 | $125.3M |
| Q2 2024 | 63 | $123.5M |
| Q1 2024 | 69 | $159.2M |
| Q4 2023 | 65 | $148.6M |
| Q3 2023 | 67 | $110.8M |
| Q2 2023 | 71 | $106.8M |
| Q1 2023 | 74 | $93.9M |
| Q4 2022 | 77 | $88.0M |
| Q3 2022 | 72 | $82.2M |
| Q2 2022 | 80 | $90.6M |
| Q1 2022 | 73 | $99.3M |
| Q4 2021 | 74 | $104.2M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 863,331 | $12.2M | 0.00% | −124,372−12.6% | Reduced |
| UBS Group AG | 690,881 | $9.79M | 0.00% | +19,527+2.9% | Added |
| Penserra Capital Management LLC | 561,723 | $7.96M | 0.06% | +21,430+4.0% | Added |
| Pathstone Holdings, LLC | 502,864 | $7.13M | 0.02% | −558,200−52.6% | Reduced |
| LPL Financial LLC | 451,617 | $6.40M | 0.00% | +27,696+6.5% | Added |
| Advisors Asset Management, Inc. | 255,802 | $3.62M | 0.06% | +20,764+8.8% | Added |
| Stifel Financial Corp | 228,667 | $3.24M | 0.00% | +11,584+5.3% | Added |
| Navis Wealth Advisors, LLC | 213,038 | $3.02M | 1.14% | +213,038 | New |
| Royal Bank of Canada | 185,846 | $2.63M | 0.00% | −54,345−22.6% | Reduced |
| D.A. Davidson & Co. | 144,737 | $2.05M | 0.01% | +13,507+10.3% | Added |
| Cetera Investment Advisers | 116,910 | $1.66M | 0.00% | −21,901−15.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 116,540 | $1.65M | 0.00% | +62,311+114.9% | Added |
| First Trust Advisors LP | 116,430 | $1.65M | 0.00% | +3,609+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 96,340 | $1.37M | 0.04% | +45,899+91.0% | Added |
| Bank of America Corp | 90,907 | $1.29M | 0.00% | +3,745+4.3% | Added |
| Raymond James Financial Inc | 86,036 | $1.22M | 0.00% | +2,131+2.5% | Added |
| Advisor Group Holdings, Inc. | 83,518 | $1.18M | 0.00% | +3,678+4.6% | Added |
| Closed-End Fund Advisors, Inc. | 64,361 | $912.0K | 0.89% | +1,531+2.4% | Added |
| Calamos Advisors LLC | 62,051 | $879.3K | 0.00% | +4,137+7.1% | Added |
| Rockefeller Capital Management L.P. | 58,757 | $832.6K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 54,259 | $775.1K | 0.05% | −2,703−4.7% | Reduced |
| JPMorgan Chase & Co | 53,041 | $742.6K | 0.00% | +1,164+2.2% | Added |
| PMG Family Office LLC | 47,242 | $674.9K | 0.62% | +1,316+2.9% | Added |
| NWF Advisory Services Inc. | 45,411 | $643.5K | 0.06% | +1,850+4.2% | Added |
| TCG Advisory Services, LLC | 44,542 | $631.2K | 0.01% | +590+1.3% | Added |
| Advisory Services Network, LLC | 44,391 | $629.0K | 0.01% | +5,617+14.5% | Added |
| Janney Montgomery Scott LLC | 43,283 | $613.0K | 0.00% | +3,877+9.8% | Added |
| GWM Advisors LLC | 36,814 | $521.7K | 0.00% | −2,633−6.7% | Reduced |
| Millennium Management LLC | 32,523 | $460.9K | 0.00% | −26,286−44.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 31,001 | $439.3K | 0.05% | −500−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $425.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 29,785 | $422.1K | 0.00% | +188+0.6% | Added |
| Invesco Ltd. | 28,773 | $407.7K | 0.00% | +499+1.8% | Added |
| Silverlake Wealth Management LLC | 27,479 | $389.4K | 0.07% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,305 | $386.9K | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,828 | $366.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25,658 | $363.6K | 0.14% | +3,040+13.4% | Added |
| International Assets Investment Management, LLC | 24,984 | $350.8K | 0.02% | +4,515+22.1% | Added |
| Virtu Financial LLC | 24,457 | $347.0K | 0.01% | +24,457 | New |
| XTX Topco Ltd | 19,562 | $277.2K | 0.00% | +19,562 | New |
| Private Advisor Group, LLC | 19,139 | $271.2K | 0.00% | −21,617−53.0% | Reduced |
| MML Investors Services, LLC | 17,164 | $243.2K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 16,989 | $240.7K | 0.01% | +16,989 | New |
| Kestra Advisory Services, LLC | 16,558 | $234.6K | 0.00% | −570−3.3% | Reduced |
| Koshinski Asset Management, Inc. | 16,209 | $229.7K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,755 | $179.3K | 0.01% | +12,755 | New |
| Merit Financial Group, LLC | 11,338 | $160.7K | 0.00% | −1,341−10.6% | Reduced |
| Kestra Private Wealth Services, LLC | 11,314 | $160.3K | 0.00% | −2,290−16.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,000 | $155.9K | 0.00% | −10,780−49.5% | Reduced |
| Envestnet Asset Management Inc | 10,515 | $149.0K | 0.00% | −33,932−76.3% | Reduced |
| Advisor OS, LLC | 10,389 | $147.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 4,510 | $63.9K | 0.00% | +3,459+329.1% | Added |
| Old Point Trust & Financial Services N A | 4,100 | $58.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,051 | $43.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,684 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,504 | $35.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,967 | $27.9K | 0.00% | +875+80.1% | Added |
| Farther Finance Advisors, LLC | 1,408 | $20.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,297 | $18.4K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,218 | $17.3K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,013 | $14.4K | 0.00% | +115+12.8% | Added |
| Harbour Investments, Inc. | 1,000 | $14.2K | 0.00% | +775+344.4% | Added |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 764 | $10.8K | 0.00% | +764 | New |
| N.E.W. Advisory Services LLC | 728 | $10.3K | 0.00% | −910−55.6% | Reduced |
| CoreCap Advisors, LLC | 455 | $6.45K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $5.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $5.40K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 364 | $5.16K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 222 | $3.15K | 0.00% | −313−58.5% | Reduced |
| Highline Wealth Partners LLC | 178 | $2.52K | 0.00% | −47−20.9% | Reduced |
| WPG Advisers, LLC | 140 | $1.98K | 0.00% | −95−40.4% | Reduced |
| Signaturefd, LLC | 122 | $1.73K | 0.00% | +58+90.6% | Added |
| BlackRock, Inc. | 58 | $822 | 0.00% | −28−32.6% | Reduced |
| Fifth Third Bancorp | 22 | $312 | 0.00% | −3,264−99.3% | Reduced |
| Citigroup Inc | 2 | $28 | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −287,763−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −42,232−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,210−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −25,897−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,840−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5,175−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |