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 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
- 5.81M
- −780.9K (−11.8%) vs. Q1 2026
- Total value
- $82.3M
- +$609.8K (+0.7%) 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 | $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 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $28 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $312 | 0.00% | −3,264−99.3% | Reduced |
| BlackRock, Inc. | 58 | $822 | 0.00% | −28−32.6% | Reduced |
| Signaturefd, LLC | 122 | $1.73K | 0.00% | +58+90.6% | Added |
| WPG Advisers, LLC | 140 | $1.98K | 0.00% | −95−40.4% | Reduced |
| Highline Wealth Partners LLC | 178 | $2.52K | 0.00% | −47−20.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 222 | $3.15K | 0.00% | −313−58.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 364 | $5.16K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $5.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $5.67K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 455 | $6.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 728 | $10.3K | 0.00% | −910−55.6% | Reduced |
| Global Retirement Partners, LLC | 764 | $10.8K | 0.00% | +764 | New |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $14.2K | 0.00% | +775+344.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,013 | $14.4K | 0.00% | +115+12.8% | Added |
| Axiom Investment Management LLC | 1,218 | $17.3K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,297 | $18.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,408 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,967 | $27.9K | 0.00% | +875+80.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,504 | $35.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,684 | $38.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,051 | $43.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 4,100 | $58.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 4,510 | $63.9K | 0.00% | +3,459+329.1% | Added |
| Advisor OS, LLC | 10,389 | $147.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,515 | $149.0K | 0.00% | −33,932−76.3% | Reduced |
| Integrated Wealth Concepts LLC | 11,000 | $155.9K | 0.00% | −10,780−49.5% | Reduced |
| Kestra Private Wealth Services, LLC | 11,314 | $160.3K | 0.00% | −2,290−16.8% | Reduced |
| Merit Financial Group, LLC | 11,338 | $160.7K | 0.00% | −1,341−10.6% | Reduced |
| Kovack Advisors, Inc. | 12,755 | $179.3K | 0.01% | +12,755 | New |
| Koshinski Asset Management, Inc. | 16,209 | $229.7K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,558 | $234.6K | 0.00% | −570−3.3% | Reduced |
| Readystate Asset Management LP | 16,989 | $240.7K | 0.01% | +16,989 | New |
| MML Investors Services, LLC | 17,164 | $243.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,139 | $271.2K | 0.00% | −21,617−53.0% | Reduced |
| XTX Topco Ltd | 19,562 | $277.2K | 0.00% | +19,562 | New |
| Virtu Financial LLC | 24,457 | $347.0K | 0.01% | +24,457 | New |
| International Assets Investment Management, LLC | 24,984 | $350.8K | 0.02% | +4,515+22.1% | Added |
| Fortitude Advisory Group L.L.C. | 25,658 | $363.6K | 0.14% | +3,040+13.4% | Added |
| HighTower Advisors, LLC | 25,828 | $366.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,305 | $386.9K | 0.21% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 27,479 | $389.4K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 28,773 | $407.7K | 0.00% | +499+1.8% | Added |
| Commonwealth Equity Services, LLC | 29,785 | $422.1K | 0.00% | +188+0.6% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $425.1K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 31,001 | $439.3K | 0.05% | −500−1.6% | Reduced |
| Millennium Management LLC | 32,523 | $460.9K | 0.00% | −26,286−44.7% | Reduced |
| GWM Advisors LLC | 36,814 | $521.7K | 0.00% | −2,633−6.7% | Reduced |
| Janney Montgomery Scott LLC | 43,283 | $613.0K | 0.00% | +3,877+9.8% | Added |
| Advisory Services Network, LLC | 44,391 | $629.0K | 0.01% | +5,617+14.5% | Added |
| TCG Advisory Services, LLC | 44,542 | $631.2K | 0.01% | +590+1.3% | Added |
| NWF Advisory Services Inc. | 45,411 | $643.5K | 0.06% | +1,850+4.2% | Added |
| PMG Family Office LLC | 47,242 | $674.9K | 0.62% | +1,316+2.9% | Added |
| JPMorgan Chase & Co | 53,041 | $742.6K | 0.00% | +1,164+2.2% | Added |
| Evolve Private Wealth, LLC | 54,259 | $775.1K | 0.05% | −2,703−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,270 | $826.0K | 0.00% | +4,041+7.5% | Added |
| Rockefeller Capital Management L.P. | 58,757 | $832.6K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 62,051 | $879.3K | 0.00% | +4,137+7.1% | Added |
| Closed-End Fund Advisors, Inc. | 64,361 | $912.0K | 0.89% | +1,531+2.4% | Added |
| Advisor Group Holdings, Inc. | 83,518 | $1.18M | 0.00% | +3,678+4.6% | Added |
| Raymond James Financial Inc | 86,036 | $1.22M | 0.00% | +2,131+2.5% | Added |
| Bank of America Corp | 90,907 | $1.29M | 0.00% | +3,745+4.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 96,340 | $1.37M | 0.04% | +45,899+91.0% | Added |
| First Trust Advisors LP | 116,430 | $1.65M | 0.00% | +3,609+3.2% | Added |
| Cetera Investment Advisers | 116,910 | $1.66M | 0.00% | −21,901−15.8% | Reduced |
| D.A. Davidson & Co. | 144,737 | $2.05M | 0.01% | +13,507+10.3% | Added |
| Royal Bank of Canada | 185,846 | $2.63M | 0.00% | −54,345−22.6% | Reduced |
| Navis Wealth Advisors, LLC | 213,038 | $3.02M | 1.14% | +213,038 | New |
| Stifel Financial Corp | 228,667 | $3.24M | 0.00% | +11,584+5.3% | Added |
| Advisors Asset Management, Inc. | 255,802 | $3.62M | 0.06% | +20,764+8.8% | Added |
| LPL Financial LLC | 451,617 | $6.40M | 0.00% | +27,696+6.5% | Added |
| Pathstone Holdings, LLC | 502,864 | $7.13M | 0.02% | −558,200−52.6% | Reduced |
| Penserra Capital Management LLC | 561,723 | $7.96M | 0.06% | +21,430+4.0% | Added |
| UBS Group AG | 690,881 | $9.79M | 0.00% | +19,527+2.9% | Added |
| Morgan Stanley | 863,331 | $12.2M | 0.00% | −124,372−12.6% | Reduced |
| 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 |