Nuveen Multi-Asset Income Fund - NMAI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pathstone Holdings, LLC | History | New | 1,224,023 | 15,961 | 0.06% | — | 1 | +1,224,023 | New | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 986,984 | 12,870 | 0.15% | 0.14% | 2 | +67,622 | 7.36% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 893,107 | 11,646 | 0.0% | 0.0% | 3 | +26,531 | 3.06% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 681,504 | 8,886 | 0.0% | 0.0% | 4 | +42,990 | 6.73% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 393,127 | 5,126 | 0.0% | 0.0% | 5 | +74,745 | 23.48% | Q4 2025 | Feb 11, 2026 |
| Heron Bay Capital Management | History | Reduced | 287,775 | 3,752 | 0.72% | 0.7% | 6 | -2,299 | -0.79% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 201,156 | 2,623 | 0.0% | 0.0% | 7 | +134,154 | 200.22% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 195,116 | 2,544 | 0.0% | — | 8 | +195,116 | New | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 182,610 | 2,381 | 0.02% | 0.03% | 9 | -154,373 | -45.81% | Q4 2025 | Feb 02, 2026 |
| Shaker Financial Services, LLC | History | Added to | 151,410 | 1,974 | 0.63% | 0.45% | 10 | +52,265 | 52.72% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 130,500 | 1,701 | 0.01% | 0.01% | 11 | +15,697 | 13.67% | Q4 2025 | Jan 29, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Reduced | 116,794 | 1,541 | 0.18% | 0.35% | 12 | -97,706 | -45.55% | Q4 2025 | Jan 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 107,113 | 1,396 | 0.0% | 0.0% | 13 | +6,757 | 6.73% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 97,245 | 1,268 | 0.0% | 0.0% | 14 | +2,273 | 2.39% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,642 | 1,038 | 0.0% | 0.0% | 15 | +3,208 | 4.2% | Q4 2025 | Feb 18, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 75,279 | 981 | 0.03% | 0.26% | 16 | -658,916 | -89.75% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 69,755 | 909 | 0.0% | 0.0% | 17 | +11,573 | 19.89% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 65,594 | 855 | 0.0% | 0.0% | 18 | -1,356 | -2.03% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | New | 64,087 | 835 | 0.01% | — | 19 | +64,087 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 64,106 | 835 | 0.0% | 0.0% | 20 | -5,941 | -8.48% | Q4 2025 | Mar 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 57,581 | 750 | 0.04% | — | 21 | +57,581 | New | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 56,792 | 740 | 0.44% | — | 22 | +56,792 | New | Q4 2025 | Feb 11, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 56,174 | 732 | 0.03% | — | 23 | +56,174 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,905 | 703 | 0.0% | 0.0% | 24 | +1,291 | 2.45% | Q4 2025 | Feb 05, 2026 |
| Calamos Advisors LLC | History | Added to | 51,019 | 665 | 0.0% | 0.0% | 25 | +19,540 | 62.07% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 49,222 | 641 | 0.0% | 0.0% | 26 | +4,152 | 9.21% | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Reduced | 44,221 | 576 | 0.67% | 0.68% | 27 | -2,054 | -4.44% | Q4 2025 | Jan 28, 2026 |
| NWF Advisory Services Inc. | History | Added to | 40,361 | 526 | 0.06% | 0.06% | 28 | +750 | 1.89% | Q4 2025 | Mar 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 40,142 | 523 | 0.0% | 0.0% | 29 | -3,054 | -7.07% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 37,781 | 492 | 0.07% | 0.08% | 30 | -327 | -0.86% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,525 | 424 | 0.0% | 0.0% | 31 | -1,391 | -4.1% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 30,000 | 391 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,395 | 383 | 0.0% | 0.0% | 33 | -819 | -2.71% | Q4 2025 | Feb 18, 2026 |
| SFG Wealth Management, LLC. | History | No change | 29,150 | 380 | 0.15% | 0.16% | 34 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 28,481 | 371 | 0.01% | — | 35 | +28,481 | New | Q4 2025 | Jan 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 27,479 | 358 | 0.08% | 0.09% | 36 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 27,305 | 356 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | No change | 25,828 | 336 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,767 | 309 | 0.0% | 0.0% | 39 | -1,083 | -4.36% | Q4 2025 | Feb 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 22,618 | 294 | 0.12% | 0.14% | 40 | +2,223 | 10.9% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 21,409 | 279 | 0.0% | 0.0% | 41 | -3,000 | -12.29% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 20,507 | 267 | 0.02% | 0.01% | 42 | +9,775 | 91.08% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,138 | 236 | 0.0% | 0.0% | 43 | -4,043 | -18.23% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,995 | 234 | 0.0% | 0.0% | 44 | +16,741 | 1335.01% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,164 | 223 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 16,209 | 211 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | Added to | 14,436 | 188 | 0.0% | 0.0% | 47 | +1,013 | 7.55% | Q4 2025 | Feb 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,938 | 183 | 0.0% | 0.0% | 48 | +229 | 1.67% | Q4 2025 | Jan 08, 2026 |
| XTX Topco Ltd | History | New | 13,415 | 174 | 0.0% | — | 49 | +13,415 | New | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,249 | 172 | 0.01% | 0.01% | 50 | +487 | 3.82% | Q4 2025 | Jan 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,708 | 165 | 0.0% | 0.0% | 51 | -595 | -4.47% | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | No change | 10,389 | 135 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,277 | 134 | 0.0% | — | 53 | +10,277 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 10,056 | 131 | 0.0% | — | 54 | +10,056 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,241 | 68 | 0.0% | — | 55 | +5,241 | New | Q4 2025 | Feb 13, 2026 |
| Towne Trust Company, N.A | History | No change | 4,100 | 53 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,283 | 42 | 0.0% | 0.0% | 57 | +2,968 | 942.22% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 3,289 | 42 | 0.0% | 0.0% | 58 | -104 | -3.07% | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 3,187 | 41 | 0.02% | — | 59 | +3,187 | New | Q4 2025 | Feb 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,051 | 39 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | No change | 2,638 | 34 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,515 | 32 | 0.0% | 0.0% | 62 | -200 | -7.37% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,905 | 25 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | New | 1,394 | 18 | 0.0% | — | 64 | +1,394 | New | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,297 | 16 | 0.0% | — | 65 | +1,297 | New | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,173 | 15 | 0.0% | — | 67 | +1,173 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,172 | 15 | 0.0% | — | 66 | +1,172 | New | Q4 2025 | Feb 06, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 1,096 | 14 | 0.0% | 0.0% | 68 | +118 | 12.07% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,043 | 13 | 0.0% | — | 69 | +1,043 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 996 | 12 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 728 | 9 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | No change | 568 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 535 | 6 | 0.0% | — | 74 | +535 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 500 | 6 | 0.0% | — | 73 | +500 | New | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 455 | 5 | 0.0% | 0.0% | 76 | -645 | -58.64% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | New | 437 | 5 | 0.0% | — | 77 | +437 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 400 | 5 | 0.0% | 0.0% | 75 | -68 | -14.53% | Q4 2025 | Feb 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 364 | 4 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 381 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 164 | 2 | 0.0% | — | 80 | +164 | New | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 227 | 2 | 0.0% | 0.0% | 82 | -47 | -17.15% | Q4 2025 | Jan 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 228 | 2 | 0.0% | 0.0% | 81 | +28 | 14.0% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.23% | — | -79,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,767 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,982 | -100.0% | Q3 2025 | Nov 13, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 64 | 0 | — | 0.0% | — | -47 | -42.34% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |