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NMAI · Nuveen Multi-Asset Income Fund

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$13.83 +0.09 (+0.66%) At close · Jul 28
Market Cap
$459.27M
Shares
33.43M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 81
Total Value: $82,840,232
Total Shares: 6,599,483

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 84 13F filers
Top Holder
16.1%
Jun 2023 → Mar 2026 · range 16.1% – 50.8%
of institutional value
Top 5
55.9%
Jun 2023 → Mar 2026 · range 55.9% – 81.6%
of institutional value
Top 10
72.9%
Jun 2023 → Mar 2026 · range 72.9% – 89.0%
of institutional value
HHI
780
Jun 2023 → Mar 2026 · range 780 – 2,811
Broadly held
Showing 81 of 81
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Large Pathstone Holdings, LLC $13,157,192 15.88% 1,061,064
Mega MORGAN STANLEY $12,247,515 14.78% 987,703
Mega UBS Group AG $8,324,789 10.05% 671,354
Mid Penserra Capital Management LLC $6,699,633 8.09% 540,293
Mega LPL Financial LLC $5,256,620 6.35% 423,921
Mid Heron Bay Capital Management $3,568,261 4.31% 287,763
Mega ROYAL BANK OF CANADA Bank $2,978,368 3.60% 240,191
Mid Advisors Asset Management, Inc. $2,914,471 3.52% 235,038
Large STIFEL FINANCIAL CORP $2,691,829 3.25% 217,083
Mid D.A. DAVIDSON & CO. $2,050,923 2.48% 144,737
Large Cetera Investment Advisers $1,721,256 2.08% 138,811
Mega FIRST TRUST ADVISORS LP $1,398,980 1.69% 112,821
Mid Hennion & Walsh Asset Management, Inc. $1,365,137 1.65% 96,340
Mega BANK OF AMERICA CORP /DE/ Bank $1,080,808 1.30% 87,162
Mega RAYMOND JAMES FINANCIAL INC $1,040,422 1.26% 83,905
Large OSAIC HOLDINGS, INC. $990,016 1.20% 79,840
Micro Closed-End Fund Advisors, Inc. $911,995 1.10% 64,361
Large Cambridge Investment Research Advisors, Inc. $825,685 1.00% 58,270
Mega MILLENNIUM MANAGEMENT LLC $729,231 0.88% 58,809
Large Rockefeller Capital Management L.P. $728,586 0.88% 58,757
Large Calamos Advisors LLC $718,133 0.87% 57,914
Mid EVOLVE PRIVATE WEALTH, LLC $706,328 0.85% 56,962
Micro PMG Family Office LLC Family Office $669,419 0.81% 47,242
Mega JPMORGAN CHASE & CO $643,274 0.78% 51,877
Mega ENVESTNET ASSET MANAGEMENT INC $551,142 0.67% 44,447
Mid HUB Investment Partners, LLC $545,004 0.66% 43,952
Small NWF Advisory Services Inc. $540,156 0.65% 43,561
Large NewEdge Advisors, LLC $489,142 0.59% 39,447
Large Janney Montgomery Scott LLC $488,634 0.59% 39,406
Mid Advisory Services Network, LLC $480,797 0.58% 38,774
Mid Gladstone Institutional Advisory LLC $425,100 0.51% 30,000
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $390,612 0.47% 31,501
Small MELFA WEALTH MANAGEMENT, INC. $386,911 0.47% 27,305
Large COMMONWEALTH EQUITY SERVICES, LLC $367,002 0.44% 29,597
Small Fortitude Advisory Group L.L.C. $363,573 0.44% 25,658
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $354,023 0.43% 24,984
Mega Invesco Ltd. $350,597 0.42% 28,274
Small SILVERLAKE WEALTH MANAGEMENT LLC $340,739 0.41% 27,479
Large HRT FINANCIAL LP $325,004 0.39% 26,210
Mid WOLVERINE ASSET MANAGEMENT LLC $321,122 0.39% 25,897
Large HighTower Advisors, LLC $320,267 0.39% 25,828
Mid Private Advisor Group, LLC $271,199 0.33% 19,139
Mid Integrated Wealth Concepts LLC $270,072 0.33% 21,780
Small Koshinski Asset Management, Inc. $229,681 0.28% 16,209
Large MML INVESTORS SERVICES, LLC $212,833 0.26% 17,164
Large Kestra Advisory Services, LLC $212,387 0.26% 17,128
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $168,689 0.20% 13,604
Mid Merit Financial Group, LLC $160,659 0.19% 11,338
Mega JANE STREET GROUP, LLC $146,815 0.18% 11,840
Mid Waverly Advisors, LLC $132,965 0.16% 10,723
Small Advisor OS, LLC $128,823 0.16% 10,389
Mid MAI Capital Management $64,170 0.08% 5,175
Small Towne Trust Company, N.A Bank $50,840 0.06% 4,100
Large FIFTH THIRD BANCORP Bank $40,746 0.05% 3,286
Mid Atlantic Union Bankshares Corp $37,832 0.05% 3,051
Large Steward Partners Investment Advisory, LLC $33,281 0.04% 2,684
Small Cassaday & Co Wealth Management LLC $31,049 0.04% 2,504
Small N.E.W. Advisory Services LLC $20,311 0.02% 1,638
Mid Farther Finance Advisors, LLC $19,951 0.02% 1,408
Small Keating Financial Advisory Services, Inc. $16,082 0.02% 1,297
Small Axiom Investment Management LLC $15,102 0.02% 1,218
Small FNY Investment Advisers, LLC $14,170 0.02% 1,000
Mega WELLS FARGO & COMPANY/MN $13,540 0.02% 1,092
Mid Allworth Financial LP $13,032 0.02% 1,051
Small Thomas J. Herzfeld Advisors, Inc. $11,135 0.01% 898
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $9,920 0.01% 800
Small Ascentis Independent Advisors $7,043 0.01% 568
Small Pinnacle Wealth Planning Services, Inc. $6,634 0.01% 535
Mid CoreCap Advisors, LLC $6,447 0.01% 455
Large CWM, LLC $6,200 0.01% 500
Mid DELTA ASSET MANAGEMENT LLC/TN $4,960 0.01% 400
Mid Geneos Wealth Management Inc. $4,724 0.01% 381
Small Measured Wealth Private Client Group, LLC $4,513 0.01% 364
Micro POM Investment Strategies, LLC $4,278 0.01% 345
Micro WPG Advisers, LLC $2,914 0.00% 235
Mid HARBOUR INVESTMENTS, INC. $2,790 0.00% 225
Small HIGHLINE WEALTH PARTNERS LLC $2,522 0.00% 178
Mid SIGNATUREFD, LLC $1,728 0.00% 122
Mega BlackRock, Inc. $1,066 0.00% 86
Small Root Financial Partners, LLC $409 0.00% 33
Mega CITIGROUP INC $24 0.00% 2
Key facts CIK 1861115 CUSIP 670750108 13F (30d) 17 filings 17 filers

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