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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-10,780-49.5%11,000$155.87KQ2 2026Sep 09, 2026
Navis Wealth Advisors, LlcBuy+213,038213,038$3.02MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-54,345-22.6%185,846$2.63MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+28,77328,773$407.71KQ2 2026Aug 14, 2026
Millennium Management LlcSell-26,286-44.7%32,523$460.85KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+20,764+8.8%255,802$3.62MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+19,56219,562$277.19KQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+16,98916,989$240.73KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,745+4.3%90,907$1.29MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,678+4.6%83,518$1.18MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,131+2.5%86,036$1.22MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+875+80.1%1,967$27.87KQ2 2026Aug 14, 2026
Morgan StanleySell-124,372-12.6%863,331$12.23MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+24,45724,457$347.00KQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+21,430+4.0%561,723$7.96MQ2 2026Aug 13, 2026
Ubs Group AgBuy+19,527+2.9%690,881$9.79MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+53,04153,041$742.57KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+36,81436,814$521.66KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-21,901-15.8%116,910$1.66MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+11,584+5.3%228,667$3.24MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+5,617+14.5%44,391$629.02KQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-2,703-4.7%54,259$775.15KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+775+344.4%1,000$14.17KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+3,609+3.2%116,430$1.65MQ2 2026Aug 11, 2026
Allworth Financial LpBuy+3,459+329.1%4,510$63.91KQ2 2026Aug 11, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+115+12.8%1,013$14.35KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+27,696+6.5%451,617$6.40MQ2 2026Aug 07, 2026
Pinnacle Wealth Planning Services, Inc.Sell-313-58.5%222$3.15KQ2 2026Aug 07, 2026
Blackrock, Inc.Sell-28-32.6%58$822.00Q2 2026Aug 07, 2026
N.E.W. Advisory Services LlcSell-910-55.6%728$10.32KQ2 2026Aug 06, 2026
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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.