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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.

Q3 2025 vs. Q2 2025

How the institutions holding Nuveen Multi-Asset Income Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of NMAI: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders67173+7
Shares7.71M11.5K7.37M−325.1K (−4.2%)
Value$97.4M$145.8K$95.7M−$1.54M (−1.6%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Nuveen Multi-Asset Income Fund at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to NMAI in Q3 2025
InstitutionSharesValue% of portfolio
PMG Family Office LLC46,275$606.5K0.68%
Calamos Advisors LLC31,479$408.6K0.00%
SFG Wealth Management, LLC.29,150$378.4K0.16%
Melfa Wealth Management, LLC27,305$354.4K0.21%
HighTower Advisors, LLC25,828$335.2K0.00%
HRT Financial LP23,752$308.0K0.00%
TCG Advisory Services, LLC21,767$282.5K0.01%
Invesco Ltd.13,423$174.2K0.00%
Atlantic Union Bankshares Corp3,051$39.6K0.00%
Advisory Services Network, LLC1,254$16.3K0.00%
Thomas J. Herzfeld Advisors, Inc.978$12.7K0.00%
Measured Wealth Private Client Group, LLC364$4.72K0.00%
Highline Wealth Partners LLC200$2.60K0.00%
Signaturefd, LLC111$1.44K0.00%

Sold out (7)

Institutions that held Nuveen Multi-Asset Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of NMAI in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Readystate Asset Management LP43,346$547.5K
Elequin Capital LP11,470$144.9K
Jones Financial Companies LLLP3,518$44.0K
Ameritas Advisory Services, LLC1,014$12.8K
CWM, LLC354$4.00K
Fifth Third Bancorp195$2.46K
Northwestern Mutual Wealth Management Co41$518

Not filed for Q3 2025 yet (1)

Institutions that held Nuveen Multi-Asset Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NMAI in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Capital Market Strategies LLC11,542$145.8K