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 $82.3M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Nuveen Multi-Asset Income Fund as of Jun 30, 2025. 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
- 67
- +4 vs. Q1 2025
- Shares held
- 7.71M
- −285.6K (−3.6%) vs. Q1 2025
- Total value
- $97.4M
- +$1.17M (+1.2%) vs. Q1 2025
- New holders
- 9
- 23 more added
- Sold out
- 5
- 15 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $82.3M |
| Q1 2026 | 84 | $81.7M |
| Q4 2025 | 84 | $92.4M |
| Q3 2025 | 73 | $95.7M |
| Q2 2025 | 67 | $97.4M |
| Q1 2025 | 64 | $96.3M |
| Q4 2024 | 67 | $101.6M |
| Q3 2024 | 64 | $116.4M |
| Q2 2024 | 63 | $122.1M |
| Q1 2024 | 69 | $127.4M |
| Q4 2023 | 65 | $129.9M |
| Q3 2023 | 67 | $110.0M |
| Q2 2023 | 71 | $106.3M |
| 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 2025
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 1,771,563 | $22.4M | 0.61% | −606,550−25.5% | Reduced |
| Penserra Capital Management LLC | 916,790 | $11.6M | 0.16% | +27,086+3.0% | Added |
| Pathstone Holdings, LLC | 783,915 | $9.90M | 0.04% | −78,981−9.2% | Reduced |
| Morgan Stanley | 781,928 | $9.88M | 0.00% | +133,964+20.7% | Added |
| UBS Group AG | 583,174 | $7.37M | 0.00% | +7,521+1.3% | Added |
| Wolverine Asset Management LLC | 406,739 | $5.14M | 0.09% | +187,332+85.4% | Added |
| LPL Financial LLC | 302,941 | $3.83M | 0.00% | +31,429+11.6% | Added |
| Heron Bay Capital Management | 290,715 | $3.67M | 0.72% | −24,424−7.8% | Reduced |
| Shaker Financial Services, LLC | 278,485 | $3.55M | 1.29% | −7,556−2.6% | Reduced |
| Absolute Investment Advisers LLC | 214,500 | $2.71M | 0.34% | +10,900+5.4% | Added |
| Royal Bank of Canada | 128,967 | $1.63M | 0.00% | +30,189+30.6% | Added |
| Cetera Investment Advisers | 89,248 | $1.13M | 0.00% | −12,092−11.9% | Reduced |
| Raymond James Financial Inc | 81,476 | $1.03M | 0.00% | −757−0.9% | Reduced |
| Quarry LP | 79,200 | $1.00M | 0.23% | 00.0% | Unchanged |
| First Trust Advisors LP | 77,342 | $976.8K | 0.00% | +11,607+17.7% | Added |
| Rockefeller Capital Management L.P. | 69,299 | $875.3K | 0.00% | −48−0.1% | Reduced |
| Stifel Financial Corp | 62,936 | $794.9K | 0.00% | +4,274+7.3% | Added |
| Advisor Group Holdings, Inc. | 62,246 | $786.2K | 0.00% | +9,162+17.3% | Added |
| Bank of America Corp | 50,898 | $642.8K | 0.00% | −8,577−14.4% | Reduced |
| D.A. Davidson & Co. | 47,229 | $596.5K | 0.00% | +14,213+43.0% | Added |
| JPMorgan Chase & Co | 46,224 | $583.8K | 0.00% | +44,874+3,324.0% | Added |
| Readystate Asset Management LP | 43,346 | $547.5K | 0.02% | +12,758+41.7% | Added |
| Janney Montgomery Scott LLC | 41,190 | $520.0K | 0.00% | +8,681+26.7% | Added |
| Private Advisor Group, LLC | 35,274 | $445.5K | 0.00% | −7,959−18.4% | Reduced |
| NWF Advisory Services Inc. | 34,611 | $437.1K | 0.05% | +600+1.8% | Added |
| Blue Bell Private Wealth Management, LLC | 32,181 | $406.4K | 0.07% | −4,524−12.3% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $378.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,779 | $376.1K | 0.00% | +2,129+7.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,233 | $369.0K | 0.00% | +4,086+16.2% | Added |
| Silverlake Wealth Management LLC | 27,479 | $347.1K | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 25,920 | $327.4K | 0.00% | −10,685−29.2% | Reduced |
| Commonwealth Equity Services, LLC | 22,372 | $283.0K | 0.00% | +388+1.8% | Added |
| Millennium Management LLC | 21,409 | $270.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 20,395 | $257.6K | 0.15% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,120 | $241.5K | 0.00% | −1,821−8.7% | Reduced |
| MML Investors Services, LLC | 17,164 | $217.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,209 | $204.7K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,401 | $170.2K | 0.00% | −1,099−7.6% | Reduced |
| Merit Financial Group, LLC | 13,045 | $164.8K | 0.00% | +13,045 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 12,982 | $164.0K | 0.12% | +12,982 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,669 | $147.4K | 0.01% | −12,009−50.7% | Reduced |
| Capital Market Strategies LLC | 11,542 | $145.8K | 0.10% | +11,542 | New |
| Elequin Capital LP | 11,470 | $144.9K | 0.02% | +7,422+183.3% | Added |
| Wells Fargo & Company | 11,193 | $141.4K | 0.00% | −12,511−52.8% | Reduced |
| International Assets Investment Management, LLC | 10,728 | $135.5K | 0.01% | +10,728 | New |
| Advisor OS, LLC | 10,389 | $131.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,300 | $54.0K | 0.02% | +1,300+43.3% | Added |
| Old Point Trust & Financial Services N A | 4,100 | $51.8K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,518 | $44.0K | 0.00% | +3,518 | New |
| Comerica Bank | 3,382 | $42.7K | 0.00% | +40+1.2% | Added |
| MAI Capital Management | 2,638 | $33.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,512 | $31.7K | 0.00% | +2,022+412.7% | Added |
| US Bancorp | 2,500 | $31.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,905 | $24.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,423 | $18.0K | 0.00% | +1,042+273.5% | Added |
| CoreCap Advisors, LLC | 1,100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,014 | $12.8K | 0.00% | +1,014 | New |
| Farther Finance Advisors, LLC | 996 | $12.6K | 0.00% | +996 | New |
| N.E.W. Advisory Services LLC | 728 | $9.20K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 659 | $8.32K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.19K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $5.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 354 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 195 | $2.46K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 178 | $2.25K | 0.00% | +178 | New |
| Northwestern Mutual Wealth Management Co | 41 | $518 | 0.00% | +41 | New |
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −58,300−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −33,833−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,352−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |