NUVEEN MULTI-ASSET INCOME (NMAI) Institutional Shareholders
NUVEEN MULTI-ASSET INCOME (NMAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $84.56M in NMAI holdings during the latest filing period.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of NMAI tracked by InsiderSet, reporting ownership valued at approximately $13.16M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.96M, representing an estimated gain of +13.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed NMAI value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in NUVEEN MULTI-ASSET INCOME (NMAI).
This page ranks the largest institutional NMAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
75
Total Reported Value
$84.56M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$13.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.05% | 1,061,064 | $13,157,194 | $14,961,002 | +$1,803,808 | +13.71% | |
| Morgan Stanley | 0.00% | 863,331 | $12,233,403 | $12,172,967 | -$60,436 | -0.49% | |
| Ubs Group Ag | 0.00% | 690,881 | $9,789,784 | $9,741,422 | -$48,362 | -0.49% | |
| Penserra Capital Management Llc | 0.06% | 561,723 | $7,959,000 | $7,920,294 | -$38,706 | -0.49% | |
| Lpl Financial Llc | 0.00% | 451,617 | $6,399,413 | $6,367,800 | -$31,613 | -0.49% | |
| Stifel Financial Corp | 0.00% | 228,667 | $3,240,223 | $3,224,205 | -$16,018 | -0.49% | |
| Navis Wealth Advisors, Llc | 1.14% | 213,038 | $3,018,748 | $3,003,836 | -$14,912 | -0.49% | |
| Royal Bank Of Canada | 0.00% | 185,846 | $2,634,000 | $2,620,429 | -$13,571 | -0.52% | |
| D.A. Davidson & Co. | 0.01% | 144,737 | $2,050,926 | $2,040,792 | -$10,134 | -0.49% | |
| Cetera Investment Advisers | 0.00% | 116,910 | $1,656,620 | $1,648,431 | -$8,189 | -0.49% | |
| First Trust Advisors Lp | 0.00% | 116,430 | $1,649,806 | $1,641,663 | -$8,143 | -0.49% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 96,340 | $1,365,138 | $1,358,394 | -$6,744 | -0.49% | |
| Bank Of America Corp | 0.00% | 90,907 | $1,288,151 | $1,281,789 | -$6,362 | -0.49% | |
| Raymond James Financial Inc | 0.00% | 86,036 | $1,219,139 | $1,213,108 | -$6,031 | -0.49% | |
| Osaic Holdings, Inc. | 0.00% | 83,518 | $1,183,479 | $1,177,604 | -$5,875 | -0.50% | |
| Advisors Asset Management, Inc. | 0.01% | 53,852 | $1,004,340 | $759,313 | -$245,027 | -24.40% | |
| Closed-End Fund Advisors, Inc. | 0.89% | 64,361 | $911,994 | $907,490 | -$4,504 | -0.49% | |
| Calamos Advisors Llc | 0.00% | 62,051 | $879,263 | $874,919 | -$4,344 | -0.49% | |
| Rockefeller Capital Management L.P. | 0.00% | 58,757 | $832,587 | $828,474 | -$4,113 | -0.49% | |
| Evolve Private Wealth, Llc | 0.05% | 54,259 | $775,148 | $765,052 | -$10,096 | -1.30% | |
| Jpmorgan Chase & Co | 0.00% | 53,041 | $742,574 | $747,878 | +$5,304 | +0.71% | |
| Pmg Family Office Llc | 0.62% | 47,242 | $674,893 | $666,112 | -$8,781 | -1.30% | |
| Nwf Advisory Services Inc. | 0.06% | 45,411 | $643,476 | $640,295 | -$3,181 | -0.49% | |
| Hub Investment Partners, Llc | 0.01% | 44,542 | $631,160 | $628,042 | -$3,118 | -0.49% | |
| Advisory Services Network, Llc | 0.01% | 44,391 | $629,020 | $625,913 | -$3,107 | -0.49% | |
| Janney Montgomery Scott Llc | 0.00% | 43,283 | $613,000 | $610,290 | -$2,710 | -0.44% | |
| Newedge Advisors, Llc | 0.00% | 36,814 | $521,663 | $519,077 | -$2,586 | -0.50% | |
| Millennium Management Llc | 0.00% | 32,523 | $460,851 | $458,574 | -$2,277 | -0.49% | |
| Blue Bell Private Wealth Management, Llc | 0.05% | 31,001 | $439,284 | $437,114 | -$2,170 | -0.49% | |
| Gladstone Institutional Advisory Llc | 0.01% | 30,000 | $425,100 | $423,000 | -$2,100 | -0.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,785 | $422,060 | $419,969 | -$2,092 | -0.50% | |
| Invesco Ltd. | 0.00% | 28,773 | $407,713 | $405,699 | -$2,014 | -0.49% | |
| Silverlake Wealth Management Llc | 0.07% | 27,479 | $389,380 | $387,454 | -$1,926 | -0.49% | |
| Melfa Wealth Management, Inc. | 0.21% | 27,305 | $386,912 | $385,001 | -$1,912 | -0.49% | |
| Fortitude Advisory Group L.L.C. | 0.14% | 25,658 | $363,574 | $361,778 | -$1,796 | -0.49% | |
| International Assets Investment Management, Llc | 0.02% | 24,984 | $350,782 | $352,274 | +$1,492 | +0.43% | |
| Virtu Financial Llc | 0.01% | 24,457 | $347,000 | $344,844 | -$2,156 | -0.62% | |
| Xtx Topco Ltd | 0.00% | 19,562 | $277,194 | $275,824 | -$1,370 | -0.49% | |
| Private Advisor Group, Llc | 0.00% | 19,139 | $271,194 | $269,860 | -$1,334 | -0.49% | |
| Mml Investors Services, Llc | 0.00% | 17,164 | $243,214 | $242,012 | -$1,202 | -0.49% | |
| Readystate Asset Management Lp | 0.01% | 16,989 | $240,734 | $239,545 | -$1,189 | -0.49% | |
| Kestra Advisory Services, Llc | 0.00% | 16,558 | $234,627 | $233,468 | -$1,159 | -0.49% | |
| Koshinski Asset Management, Inc. | 0.01% | 16,209 | $229,682 | $228,547 | -$1,135 | -0.49% | |
| Kovack Advisors, Inc. | 0.01% | 12,755 | $179,269 | $179,846 | +$577 | +0.32% | |
| Merit Financial Group, Llc | 0.00% | 11,338 | $160,652 | $159,866 | -$786 | -0.49% | |
| Kestra Private Wealth Services, Llc | 0.00% | 11,314 | $160,319 | $159,527 | -$792 | -0.49% | |
| Integrated Wealth Concepts Llc | 0.00% | 11,000 | $155,872 | $155,100 | -$772 | -0.50% | |
| Envestnet Asset Management Inc | 0.00% | 10,515 | $149,003 | $148,262 | -$742 | -0.50% | |
| Advisor Os, Llc | 0.01% | 10,389 | $147,212 | $146,485 | -$727 | -0.49% | |
| Allworth Financial Lp | 0.00% | 4,510 | $63,914 | $63,591 | -$323 | -0.51% |
Frequently asked questions about NMAI
Who owns the most NMAI stock?
The largest holders of NMAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN MULTI-ASSET INCOME (NMAI).
Is NMAI widely held by superinvestors?
Many widely followed stocks like NMAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NMAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.