Nuveen Multi-Asset IncomeNMAI

13F holders, Q2 2026 (June 30)
76holders −8
5new positions
13sold out
1famous investor
$14.17avg. 13F price*

At the end of Q2 2026, 76 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, down 8 from Q1 2026. 5 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($12.2M), UBS Group AG ($9.8M) and Penserra Capital Management LLC ($8.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Nuveen Multi-Asset Income
CUSIP
670750108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 69Q1 2024Q2 2024: 63Q2 2024Q3 2024: 63Q3 2024Q4 2024: 66Q4 2024Q1 2025: 64Q1 2025Q2 2025: 67Q2 2025Q3 2025: 73Q3 2025Q4 2025: 84Q4 2025Q1 2026: 84Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$4.1M
Exits13$5.1M

All 13F filers, Q1 2026 → Q2 2026: 498,018 shares bought and 1,279,669 shares sold, net −781,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Morgan Stanley 0.00% Reduce -12.6% 863,331 $12.2M
UBS Group AG 0.00% Add +2.9% 690,881 $9.8M
Penserra Capital Management LLC 0.06% Add +4.0% 561,723 $8.0M
Pathstone Holdings, LLC 0.02% Reduce -52.6% 502,864 $7.1M
LPL Financial LLC 0.00% Add +6.5% 451,617 $6.4M
Advisors Asset Management, Inc. 0.06% Add +8.8% 255,802 $3.6M
Stifel Financial Corp. 0.00% Add +5.3% 228,667 $3.2M
Navis Wealth Advisors, LLC 1.14% New 213,038 $3.0M
Royal Bank of Canada 0.00% Reduce -22.6% 185,846 $2.6M
D.A. Davidson & Co. 0.01% Add +10.3% 144,737 $2.1M
Cetera Investment Advisers 0.00% Reduce -15.8% 116,910 $1.7M
First Trust Advisors LP 0.00% Add +3.2% 116,430 $1.6M
Hennion & Walsh Asset Management, Inc. 0.04% Add +91.0% 96,340 $1.4M
Bank of America Corp. 0.00% Add +4.3% 90,907 $1.3M
Raymond James Financial Inc. 0.00% Add +2.5% 86,036 $1.2M
Osaic Holdings, Inc. 0.00% Add +4.6% 83,518 $1.2M
Closed-End Fund Advisors, Inc. 0.89% Add +2.4% 64,361 $912K
Calamos Advisors LLC 0.00% Add +7.1% 62,051 $879K
Rockefeller Capital Management L.P. 0.00% No change 58,757 $833K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.5% 58,270 $826K
Evolve Private Wealth, LLC 0.05% Reduce -4.8% 54,259 $775K
JPMorgan Chase & Co. 0.00% Add +2.2% 53,041 $743K
PMG Family Office LLC 0.62% Add +2.9% 47,242 $675K
NWF Advisory Services Inc. 0.06% Add +4.3% 45,411 $643K
HUB Investment Partners, LLC 0.01% Add +1.3% 44,542 $631K
Advisory Services Network, LLC 0.01% Add +14.5% 44,391 $629K
Janney Montgomery Scott LLC 0.00% Add +9.8% 43,283 $613K
NewEdge Advisors, LLC 0.00% Reduce -6.7% 36,814 $522K
Millennium Management 0.00% Reduce -44.7% 32,523 $461K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -1.6% 31,001 $439K
Gladstone Institutional Advisory LLC 0.01% No change 30,000 $425K
Commonwealth Equity Services, LLC 0.00% Add +0.6% 29,785 $422K
Invesco Ltd. 0.00% Add +1.8% 28,773 $408K
Silverlake Wealth Management LLC 0.07% No change 27,479 $389K
Melfa Wealth Management, Inc. 0.21% No change 27,305 $387K
HighTower Advisors, LLC 0.00% No change 25,828 $366K
Fortitude Advisory Group L.L.C. 0.14% Add +13.4% 25,658 $364K
International Assets Investment Management, LLC 0.02% Add +22.1% 24,984 $351K
Virtu Financial LLC 0.01% New 24,457 $347K
XTX Topco Ltd 0.00% New 19,562 $277K
Private Advisor Group, LLC 0.00% Reduce -53.0% 19,139 $271K
MML Investors Services, LLC 0.00% No change 17,164 $243K
Readystate Asset Management LP 0.02% New 16,989 $241K
Kestra Advisory Services, LLC 0.00% Reduce -3.3% 16,558 $235K
Koshinski Asset Management, Inc. 0.01% No change 16,209 $230K
Kovack Advisors, Inc. 0.01% New 12,755 $179K
Merit Financial Group, LLC 0.00% Reduce -10.6% 11,338 $161K
Kestra Private Wealth Services, LLC 0.00% Reduce -16.8% 11,314 $160K
Integrated Wealth Concepts LLC 0.00% Reduce -49.5% 11,000 $156K
Envestnet Asset Management Inc. 0.00% Reduce -76.3% 10,515 $149K
Advisor OS, LLC 0.01% No change 10,389 $147K
Allworth Financial LP 0.00% Add +329.1% 4,510 $64K
Towne Trust Company, N.A 0.02% No change 4,100 $58K
Atlantic Union Bankshares Corp 0.00% No change 3,051 $43K
Steward Partners Investment Advisory, LLC 0.00% No change 2,684 $38K
Cassaday & Co Wealth Management LLC 0.00% No change 2,504 $35K
Wells Fargo & Company 0.00% Add +80.1% 1,967 $28K
Farther Finance Advisors, LLC 0.00% No change 1,408 $20K
Keating Financial Advisory Services, Inc. 0.00% No change 1,297 $18K
Axiom Investment Management LLC 0.01% No change 1,218 $17K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +12.8% 1,013 $14K
Harbour Investments, Inc. 0.00% Add +344.4% 1,000 $14K
FNY Investment Advisers, LLC 0.01% No change 1,000 $14K
Global Retirement Partners, LLC 0.00% — 764 $11K
N.E.W. Advisory Services LLC 0.00% Reduce -55.6% 728 $10K
CoreCap Advisors, LLC 0.00% No change 455 $6K
Delta Asset Management LLC 0.00% No change 400 $6K
Geneos Wealth Management Inc. 0.00% No change 381 $5K
Measured Wealth Private Client Group, LLC 0.00% No change 364 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -58.5% 222 $3K
Highline Wealth Partners LLC 0.00% Reduce -20.9% 178 $3K
WPG Advisers, LLC 0.00% Reduce -40.4% 140 $2K
Signaturefd, LLC 0.00% Add +90.6% 122 $2K
BlackRock, Inc. 0.00% Reduce -32.6% 58 $822
Fifth Third Bancorp 0.00% Reduce -99.3% 22 $312
Citigroup Inc. 0.00% No change 2 $28

"% of holder's portfolio" is NMAI's weight in each manager's 13F, not the share of Nuveen Multi-Asset Income the manager owns.