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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 41 | $518 | 0.00% | +41 | New |
| WPG Advisers, LLC | 178 | $2.25K | 0.00% | +178 | New |
| Fifth Third Bancorp | 195 | $2.46K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 354 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $5.91K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.19K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 659 | $8.32K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 728 | $9.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 996 | $12.6K | 0.00% | +996 | New |
| Ameritas Advisory Services, LLC | 1,014 | $12.8K | 0.00% | +1,014 | New |
| CoreCap Advisors, LLC | 1,100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,423 | $18.0K | 0.00% | +1,042+273.5% | Added |
| Sound Income Strategies, LLC | 1,905 | $24.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $31.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,512 | $31.7K | 0.00% | +2,022+412.7% | Added |
| MAI Capital Management | 2,638 | $33.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,382 | $42.7K | 0.00% | +40+1.2% | Added |
| Jones Financial Companies LLLP | 3,518 | $44.0K | 0.00% | +3,518 | New |
| Old Point Trust & Financial Services N A | 4,100 | $51.8K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,300 | $54.0K | 0.02% | +1,300+43.3% | Added |
| Advisor OS, LLC | 10,389 | $131.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,728 | $135.5K | 0.01% | +10,728 | New |
| Wells Fargo & Company | 11,193 | $141.4K | 0.00% | −12,511−52.8% | Reduced |
| Elequin Capital LP | 11,470 | $144.9K | 0.02% | +7,422+183.3% | Added |
| Capital Market Strategies LLC | 11,542 | $145.8K | 0.10% | +11,542 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,669 | $147.4K | 0.01% | −12,009−50.7% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 12,982 | $164.0K | 0.12% | +12,982 | New |
| Merit Financial Group, LLC | 13,045 | $164.8K | 0.00% | +13,045 | New |
| Wealth Enhancement Advisory Services, LLC | 13,401 | $170.2K | 0.00% | −1,099−7.6% | Reduced |
| Koshinski Asset Management, Inc. | 16,209 | $204.7K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,164 | $217.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,120 | $241.5K | 0.00% | −1,821−8.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 20,395 | $257.6K | 0.15% | 00.0% | Unchanged |
| Millennium Management LLC | 21,409 | $270.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,372 | $283.0K | 0.00% | +388+1.8% | Added |
| Walleye Capital LLC | 25,920 | $327.4K | 0.00% | −10,685−29.2% | Reduced |
| Silverlake Wealth Management LLC | 27,479 | $347.1K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,233 | $369.0K | 0.00% | +4,086+16.2% | Added |
| GWM Advisors LLC | 29,779 | $376.1K | 0.00% | +2,129+7.7% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $378.9K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 32,181 | $406.4K | 0.07% | −4,524−12.3% | Reduced |
| NWF Advisory Services Inc. | 34,611 | $437.1K | 0.05% | +600+1.8% | Added |
| Private Advisor Group, LLC | 35,274 | $445.5K | 0.00% | −7,959−18.4% | Reduced |
| Janney Montgomery Scott LLC | 41,190 | $520.0K | 0.00% | +8,681+26.7% | Added |
| Readystate Asset Management LP | 43,346 | $547.5K | 0.02% | +12,758+41.7% | Added |
| JPMorgan Chase & Co | 46,224 | $583.8K | 0.00% | +44,874+3,324.0% | Added |
| D.A. Davidson & Co. | 47,229 | $596.5K | 0.00% | +14,213+43.0% | Added |
| Bank of America Corp | 50,898 | $642.8K | 0.00% | −8,577−14.4% | Reduced |
| Advisor Group Holdings, Inc. | 62,246 | $786.2K | 0.00% | +9,162+17.3% | Added |
| Stifel Financial Corp | 62,936 | $794.9K | 0.00% | +4,274+7.3% | Added |
| Rockefeller Capital Management L.P. | 69,299 | $875.3K | 0.00% | −48−0.1% | Reduced |
| First Trust Advisors LP | 77,342 | $976.8K | 0.00% | +11,607+17.7% | Added |
| Quarry LP | 79,200 | $1.00M | 0.23% | 00.0% | Unchanged |
| Raymond James Financial Inc | 81,476 | $1.03M | 0.00% | −757−0.9% | Reduced |
| Cetera Investment Advisers | 89,248 | $1.13M | 0.00% | −12,092−11.9% | Reduced |
| Royal Bank of Canada | 128,967 | $1.63M | 0.00% | +30,189+30.6% | Added |
| Absolute Investment Advisers LLC | 214,500 | $2.71M | 0.34% | +10,900+5.4% | Added |
| Shaker Financial Services, LLC | 278,485 | $3.55M | 1.29% | −7,556−2.6% | Reduced |
| Heron Bay Capital Management | 290,715 | $3.67M | 0.72% | −24,424−7.8% | Reduced |
| LPL Financial LLC | 302,941 | $3.83M | 0.00% | +31,429+11.6% | Added |
| Wolverine Asset Management LLC | 406,739 | $5.14M | 0.09% | +187,332+85.4% | Added |
| UBS Group AG | 583,174 | $7.37M | 0.00% | +7,521+1.3% | Added |
| Morgan Stanley | 781,928 | $9.88M | 0.00% | +133,964+20.7% | Added |
| Pathstone Holdings, LLC | 783,915 | $9.90M | 0.04% | −78,981−9.2% | Reduced |
| Penserra Capital Management LLC | 916,790 | $11.6M | 0.16% | +27,086+3.0% | Added |
| Saba Capital Management, L.P. | 1,771,563 | $22.4M | 0.61% | −606,550−25.5% | Reduced |
| 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 |