NUVEEN MULTI-ASSET INCOME (NMAI) Institutional Ownership Changes & 13F Activity
NUVEEN MULTI-ASSET INCOME (NMAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Navis Wealth Advisors, Llc, Morgan Stanley, Royal Bank Of Canada, Jpmorgan Chase & Co, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -10,780 | -49.5% | 11,000 | $155.87K | Q2 2026 | Sep 09, 2026 |
| Navis Wealth Advisors, Llc | Buy | +213,038 | — | 213,038 | $3.02M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -54,345 | -22.6% | 185,846 | $2.63M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +28,773 | — | 28,773 | $407.71K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -26,286 | -44.7% | 32,523 | $460.85K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +20,764 | +8.8% | 255,802 | $3.62M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +19,562 | — | 19,562 | $277.19K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +16,989 | — | 16,989 | $240.73K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,745 | +4.3% | 90,907 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,678 | +4.6% | 83,518 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,131 | +2.5% | 86,036 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +875 | +80.1% | 1,967 | $27.87K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -124,372 | -12.6% | 863,331 | $12.23M | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Buy | +24,457 | — | 24,457 | $347.00K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +21,430 | +4.0% | 561,723 | $7.96M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +19,527 | +2.9% | 690,881 | $9.79M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +53,041 | — | 53,041 | $742.57K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +36,814 | — | 36,814 | $521.66K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -21,901 | -15.8% | 116,910 | $1.66M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +11,584 | +5.3% | 228,667 | $3.24M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +5,617 | +14.5% | 44,391 | $629.02K | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -2,703 | -4.7% | 54,259 | $775.15K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +775 | +344.4% | 1,000 | $14.17K | Q2 2026 | Aug 12, 2026 |
| First Trust Advisors Lp | Buy | +3,609 | +3.2% | 116,430 | $1.65M | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +3,459 | +329.1% | 4,510 | $63.91K | Q2 2026 | Aug 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +115 | +12.8% | 1,013 | $14.35K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +27,696 | +6.5% | 451,617 | $6.40M | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Sell | -313 | -58.5% | 222 | $3.15K | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Sell | -28 | -32.6% | 58 | $822.00 | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services Llc | Sell | -910 | -55.6% | 728 | $10.32K | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about NMAI activity
Which institutional owners are buying NMAI?
Institutional owners buying NMAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NMAI activity?
"Buy" means an investor increased their reported position in NMAI compared to the prior reporting period. This reflects growing exposure to NUVEEN MULTI-ASSET INCOME (NMAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NMAI increasing?
Institutional interest in NMAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.