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Equibles

NMAI

Nuveen Multi-Asset Income Fund

Company with tickers: NMAI

CIK
1861115
CUSIP
670750108
Shares Outstanding
33,425,645
13F Activity (30d)
19 filings 19 filers

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.

Holders: 78
Total Value: $67,019,961
Total Shares: 5,404,838

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 78 13F filers · Δ vs Dec 31, 2025
Top Holder
19.6%
Sep 2024 → Mar 2026 · range 19.1% – 50.8%
−2.6 pts
Top 5
55.2%
Sep 2024 → Mar 2026 · range 55.2% – 79.2%
−9.7 pts
Top 10
73.0%
Sep 2024 → Mar 2026 · range 73.0% – 88.5%
−4.7 pts
HHI
822
Sep 2024 → Mar 2026 · range 822 – 2,811
Broadly held−279

Quarterly Activity

vs Dec 31, 2025
New
20
Increased
26
Decreased
13
Sold Out
15
Unchanged
19
Holder count: +5
Institutional value: -6.6%
Shares held: -1.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Cetera Investment Advisers +41,566 138,811
Mega LPL Financial LLC +30,794 423,921
Mid Hennion & Walsh Asset Management, Inc. +21,960 50,441
Mid Advisory Services Network, LLC +20,779 38,774
Large STIFEL FINANCIAL CORP +15,927 217,083

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Penserra Capital Management LLC −446,691 540,293
Large Pathstone Holdings, LLC −162,959 1,061,064
Small Shaker Financial Services, LLC −109,178 42,232
Mega UBS Group AG −10,150 671,354
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC −6,280 31,501

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega ROYAL BANK OF CANADA 240,191 $2,978,368
Mid Advisors Asset Management, Inc. 235,038 $2,914,471
Mega JPMORGAN CHASE & CO 51,877 $643,274
Mega ENVESTNET ASSET MANAGEMENT INC 44,447 $551,142
Mid HUB Investment Partners, LLC 43,952 $545,004

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small ABSOLUTE INVESTMENT ADVISERS, LLC 116,794 $1,522,993
Mid READYSTATE ASSET MANAGEMENT LP 56,174 $732,508
Micro SFG Wealth Management, LLC. 29,150 $380,116
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,938 $181,751
Mid XTX Topco Ltd 13,415 $174,931
Filter: New 20 Increased 26 Reduced 13 Sold out 15 Unchanged 19
Showing 78 of 78
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega CITIGROUP INC $24 0.00% 2
Small Root Financial Partners, LLC $409 0.00% 33
Small THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $632 0.00% 51
Mid SIGNATUREFD, LLC $793 0.00% 64
Mid HARBOUR INVESTMENTS, INC. $2,790 0.00% 225
Small HIGHLINE WEALTH PARTNERS LLC $2,790 0.00% 225
Micro WPG Advisers, LLC $2,914 0.00% 235
Micro POM Investment Strategies, LLC $4,278 0.01% 345
Small Measured Wealth Private Client Group, LLC $4,513 0.01% 364
Mid Geneos Wealth Management Inc. $4,724 0.01% 381
Mid DELTA ASSET MANAGEMENT LLC/TN $4,960 0.01% 400
Small CoreCap Advisors, LLC $5,642 0.01% 455
Large CWM, LLC $6,200 0.01% 500
Small Pinnacle Wealth Planning Services, Inc. $6,634 0.01% 535
Small Ascentis Independent Advisors $7,043 0.01% 568
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $9,920 0.01% 800
Small Thomas J. Herzfeld Advisors, Inc. $11,135 0.02% 898
Small FNY Investment Advisers, LLC $12,400 0.02% 1,000
Mid Allworth Financial LP $13,032 0.02% 1,051
Mega WELLS FARGO & COMPANY/MN $13,540 0.02% 1,092
Small Axiom Investment Management LLC $15,102 0.02% 1,218
Small Keating Financial Advisory Services, Inc. $16,082 0.02% 1,297
Mid Farther Finance Advisors, LLC $17,459 0.03% 1,408
Small N.E.W. Advisory Services LLC $20,311 0.03% 1,638
Mid Sound Income Strategies, LLC $23,622 0.04% 1,905
Small Cassaday & Co Wealth Management LLC $31,049 0.05% 2,504
Large Steward Partners Investment Advisory, LLC $33,281 0.05% 2,684
Mid Atlantic Union Bankshares Corp $37,832 0.06% 3,051
Large FIFTH THIRD BANCORP Bank $40,746 0.06% 3,286
Small Towne Trust Company, N.A Bank $50,840 0.08% 4,100
Mid MAI Capital Management $64,170 0.10% 5,175
Small Advisor OS, LLC $128,823 0.19% 10,389
Mid Waverly Advisors, LLC $132,965 0.20% 10,723
Mega JANE STREET GROUP, LLC $146,815 0.22% 11,840
Mid Merit Financial Group, LLC $157,219 0.23% 12,679
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $168,689 0.25% 13,604
Small Koshinski Asset Management, Inc. $200,991 0.30% 16,209
Large Kestra Advisory Services, LLC $212,387 0.32% 17,128
Large MML INVESTORS SERVICES, LLC $212,833 0.32% 17,164
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $253,815 0.38% 20,469
Mid Integrated Wealth Concepts LLC $270,072 0.40% 21,780
Small Fortitude Advisory Group L.L.C. $280,463 0.42% 22,618
Large HighTower Advisors, LLC $320,267 0.48% 25,828
Large HRT FINANCIAL LP $325,004 0.48% 26,210
Small MELFA WEALTH MANAGEMENT, INC. $338,582 0.51% 27,305
Small SILVERLAKE WEALTH MANAGEMENT LLC $340,739 0.51% 27,479
Large COMMONWEALTH EQUITY SERVICES, LLC $367,002 0.55% 29,597
Mid Gladstone Institutional Advisory LLC $372,000 0.56% 30,000
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $390,612 0.58% 31,501
Mid Advisory Services Network, LLC $480,797 0.72% 38,774
Large Janney Montgomery Scott LLC $488,634 0.73% 39,406
Large NewEdge Advisors, LLC $489,142 0.73% 39,447
Mid Private Advisor Group, LLC $505,374 0.75% 40,756
Small Shaker Financial Services, LLC $523,676 0.78% 42,232
Small NWF Advisory Services Inc. $540,156 0.81% 43,561
Mid HUB Investment Partners, LLC $545,004 0.81% 43,952
Mega ENVESTNET ASSET MANAGEMENT INC $551,142 0.82% 44,447
Micro PMG Family Office LLC Family Office $569,482 0.85% 45,926
Mid Hennion & Walsh Asset Management, Inc. $625,468 0.93% 50,441
Mega JPMORGAN CHASE & CO $643,274 0.96% 51,877
Large Cambridge Investment Research Advisors, Inc. $672,439 1.00% 54,229
Mid EVOLVE PRIVATE WEALTH, LLC $706,328 1.05% 56,962
Large Calamos Advisors LLC $718,133 1.07% 57,914
Large Rockefeller Capital Management L.P. $728,586 1.09% 58,757
Micro Closed-End Fund Advisors, Inc. $779,092 1.16% 62,830
Large OSAIC HOLDINGS, INC. $990,016 1.48% 79,840
Mega RAYMOND JAMES FINANCIAL INC $1,040,422 1.55% 83,905
Mega FIRST TRUST ADVISORS LP $1,398,980 2.09% 112,821
Mid D.A. DAVIDSON & CO. $1,627,252 2.43% 131,230
Large Cetera Investment Advisers $1,721,256 2.57% 138,811
Large STIFEL FINANCIAL CORP $2,691,829 4.02% 217,083
Mid Advisors Asset Management, Inc. $2,914,471 4.35% 235,038
Mega ROYAL BANK OF CANADA Bank $2,978,368 4.44% 240,191
Mid Heron Bay Capital Management $3,568,261 5.32% 287,763
Mega LPL Financial LLC $5,256,620 7.84% 423,921
Mid Penserra Capital Management LLC $6,699,633 10.00% 540,293
Mega UBS Group AG $8,324,789 12.42% 671,354
Large Pathstone Holdings, LLC $13,157,192 19.63% 1,061,064

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