Nuveen Multi-Asset IncomeNMAI

13F holders, Q2 2025 (June 30)
67holders +3
9new positions
5sold out
1famous investor
$12.63avg. 13F price*

At the end of Q2 2025, 67 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($22.4M), Penserra Capital Management LLC ($11.6M) and Pathstone Holdings, LLC ($9.9M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$682K
Exits5$1.2M

All 13F filers, Q1 2025 → Q2 2025: 607,063 shares bought and 892,654 shares sold, net −285,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Saba Capital Management, L.P. 0.61% Reduce -25.5% 1,771,563 $22.4M
Penserra Capital Management LLC 0.16% Add +3.0% 916,790 $11.6M
Pathstone Holdings, LLC 0.04% Reduce -9.2% 783,915 $9.9M
Morgan Stanley 0.00% Add +20.7% 781,928 $9.9M
UBS Group AG 0.00% Add +1.3% 583,174 $7.4M
Wolverine Asset Management LLC 0.37% Add +85.4% 406,739 $5.1M
LPL Financial LLC 0.00% Add +11.6% 302,941 $3.8M
Heron Bay Capital Management 0.72% Reduce -7.8% 290,715 $3.7M
Shaker Financial Services, LLC 1.29% Reduce -2.6% 278,485 $3.5M
Absolute Investment Advisers, LLC 0.34% Add +5.3% 214,500 $2.7M
Royal Bank of Canada 0.00% Add +30.6% 128,967 $1.6M
Cetera Investment Advisers 0.00% Reduce -11.9% 89,248 $1.1M
Raymond James Financial Inc. 0.00% Reduce -0.9% 81,476 $1.0M
Quarry LP 0.24% No change 79,200 $1.0M
First Trust Advisors LP 0.00% Add +17.7% 77,342 $977K
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 69,299 $875K
Stifel Financial Corp. 0.00% Add +7.3% 62,936 $795K
Osaic Holdings, Inc. 0.00% Add +17.3% 62,246 $786K
Bank of America Corp. 0.00% Reduce -14.4% 50,898 $643K
D.A. Davidson & Co. 0.00% Add +43.0% 47,229 $597K
JPMorgan Chase & Co. 0.00% Add +3324.0% 46,224 $584K
Readystate Asset Management LP 0.04% Add +41.7% 43,346 $547K
Janney Montgomery Scott LLC 0.00% Add +26.7% 41,190 $520K
Private Advisor Group, LLC 0.00% Reduce -18.4% 35,274 $446K
NWF Advisory Services Inc. 0.05% Add +1.8% 34,611 $437K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -12.3% 32,181 $406K
Gladstone Institutional Advisory LLC 0.02% No change 30,000 $379K
NewEdge Advisors, LLC 0.00% Add +7.7% 29,779 $376K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.3% 29,233 $369K
Silverlake Wealth Management LLC 0.10% No change 27,479 $347K
Walleye Capital LLC 0.00% Reduce -29.2% 25,920 $327K
Commonwealth Equity Services, LLC 0.00% Add +1.8% 22,372 $283K
Millennium Management 0.00% No change 21,409 $270K
Fortitude Advisory Group L.L.C. 0.15% No change 20,395 $258K
Integrated Wealth Concepts LLC 0.00% Reduce -8.7% 19,120 $241K
MML Investors Services, LLC 0.00% No change 17,164 $217K
Koshinski Asset Management, Inc. 0.02% No change 16,209 $205K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.6% 13,401 $170K
Merit Financial Group, LLC 0.00% New 13,045 $165K
Dymon Asia Capital (singapore) Pte. LTD. 0.12% New 12,982 $164K
Avior Wealth Management, LLC 0.01% Reduce -50.7% 11,669 $147K
Capital Market Strategies LLC 0.10% New 11,542 $146K
Elequin Capital, LP 0.05% Add +183.3% 11,470 $145K
Wells Fargo & Company 0.00% Reduce -52.8% 11,193 $141K
International Assets Investment Management, LLC 0.01% New 10,728 $135K
Advisor OS, LLC 0.01% No change 10,389 $131K
FNY Investment Advisers, LLC 0.02% Add +43.3% 4,300 $54K
Towne Trust Company, N.A 0.02% No change 4,100 $52K
Jones Financial Companies LLLP 0.00% New 3,518 $44K
Comerica Bank 0.00% Add +1.2% 3,382 $43K
MAI Capital Management 0.00% No change 2,638 $33K
Allworth Financial LP 0.00% Add +412.6% 2,512 $32K
US Bancorp \de 0.00% No change 2,500 $32K
Sound Income Strategies, LLC 0.00% No change 1,905 $24K
Geneos Wealth Management Inc. 0.00% Add +273.5% 1,423 $18K
CoreCap Advisors, LLC 0.00% No change 1,100 $14K
Ameritas Advisory Services, LLC 0.00% New 1,014 $13K
Farther Finance Advisors, LLC 0.00% New 996 $13K
N.E.W. Advisory Services LLC 0.00% No change 728 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 659 $8K
ORG Partners LLC 0.00% No change 568 $7K
Delta Asset Management LLC 0.00% No change 468 $6K
Cwm, LLC 0.00% No change 354 $4K
Fifth Third Bancorp 0.00% No change 195 $2K
WPG Advisers, LLC 0.00% New 178 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 41 $518
Citigroup Inc. 0.00% No change 2 $25

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