13FBOX
NUVEEN MULTI ASSET INCOME FU · 13F Institutional Holdings
Options Calculator Rankings

NUVEEN MULTI ASSET INCOME FU

NMAI
Institutions
77
Combined AUM (Q2 2026)
$82.2M
Combined Shares (Q2 2026)
5.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+486,200
35 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.2M
33 · 13 Exit · ≈
⚖️ Net
-672,274
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$82.2M
Institutions
77
New Buys
6
Adds
29
Reduces
20
Exits
13
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#51$12.2M863,331$11.2M866,576-3,245-0.37%Reduce
UBS Group AG
<0.01%<0.01%#39$9.8M690,881$8.3M671,354+19,527+2.91%Add
Penserra Capital Management LLC
0.06%0.08%#7$8.0M561,723$6.7M540,293+21,430+3.97%Add
Pathstone Holdings, LLC
0.02%0.05%#13$7.1M502,864$13.2M1.1M-558,200-52.61%Reduce
LPL Financial LLC
<0.01%<0.01%#35$6.4M451,617$5.3M423,921+27,696+6.53%Add
Advisors Asset Management, Inc.
0.06%0.05%#9$3.6M255,802$2.9M235,038+20,764+8.83%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#29$3.2M228,667$2.7M217,083+11,584+5.34%Add
Navis Wealth Advisors, LLC
1.14%#1$3.0M213,038$00+213,038New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#56$2.6M185,846$3.0M240,191-54,345-22.63%Reduce
D.A. DAVIDSON & CO.
0.01%0.01%#19$2.1M144,737$1.6M131,230+13,507+10.29%Add
Cetera Investment Advisers
<0.01%<0.01%#34$1.7M116,910$1.7M138,811-21,901-15.78%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#44$1.6M116,430$1.4M112,821+3,609+3.20%Add
Hennion & Walsh Asset Management, Inc.
0.04%0.02%#12$1.4M96,340$625,46850,441+45,899+91.00%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#68$1.3M90,907$1.1M87,162+3,745+4.30%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#58$1.2M86,036$1.0M83,905+2,131+2.54%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$1.2M83,518$990,02779,840+3,678+4.61%Add
Closed-End Fund Advisors, Inc.
0.89%0.79%#2$911,99464,361$779,09262,830+1,531+2.44%Add
Calamos Advisors LLC
<0.01%<0.01%#28$879,26362,051$718,13457,914+4,137+7.14%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#37$832,58758,757$728,58758,75700.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#31$825,68658,270$672,00054,229+4,041+7.45%Add
EVOLVE PRIVATE WEALTH, LLC
0.05%0.04%#11$775,14854,259$706,32956,962-2,703-4.75%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#70$742,57453,041$625,63751,877+1,164+2.24%Add
PMG Family Office LLC
0.62%0.64%#3$674,89347,242$574,70445,926+1,316+2.87%Add
NWF Advisory Services Inc.
0.06%0.06%#8$643,47645,411$540,15643,561+1,850+4.25%Add
HUB Investment Partners, LLC
0.01%0.01%#18$631,16044,542$545,00543,952+590+1.34%Add
Advisory Services Network, LLC
0.01%0.01%#24$629,02044,391$480,79338,774+5,617+14.49%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#41$613,32043,283$489,00039,406+3,877+9.84%Add
NewEdge Advisors, LLC
<0.01%<0.01%#33$521,66336,814$489,13939,447-2,633-6.67%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#66$460,85132,523$729,23258,809-26,286-44.70%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.05%0.06%#10$439,28431,001$390,61231,501-500-1.59%Reduce
Gladstone Institutional Advisory LLC
0.01%0.01%#15$425,10030,000$372,00030,00000.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#52$422,06029,785$367,00029,597+188+0.64%Add
Invesco Ltd.
<0.01%<0.01%#72$407,71328,773$350,59828,274+499+1.76%Add
SILVERLAKE WEALTH MANAGEMENT LLC
0.07%0.07%#6$389,38027,479$340,74227,47900.00%Unchanged
MELFA WEALTH MANAGEMENT, INC.
0.21%0.19%#4$386,91227,305$338,58227,30500.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#57$365,98325,828$320,26725,82800.00%Unchanged
Fortitude Advisory Group L.L.C.
0.14%0.13%#5$363,57425,658$280,46322,618+3,040+13.44%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#20$350,78224,984$257,91320,469+4,515+22.06%Add
Virtu Financial LLC
0.01%#21$346,55624,457$00+24,457New Buy
XTX Topco Ltd
<0.01%#27$277,19419,562$00+19,562New Buy
Private Advisor Group, LLC
<0.01%<0.01%#40$271,19419,139$505,38040,756-21,617-53.04%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#54$243,21417,164$212,83417,16400.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#47$234,62716,558$212,38717,128-570-3.33%Reduce
Koshinski Asset Management, Inc.
0.01%0.01%#16$229,68216,209$200,99216,20900.00%Unchanged
Kovack Advisors, Inc.
0.01%#23$179,26912,755$00+12,755New Buy
Merit Financial Group, LLC
<0.01%<0.01%#43$160,65211,338$157,22512,679-1,341-10.58%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#32$160,31911,314$168,69013,604-2,290-16.83%Reduce
Integrated Wealth Concepts LLC
<0.01%<0.01%#46$155,87311,000$270,07421,780-10,780-49.49%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#71$149,00310,515$551,14044,447-33,932-76.34%Reduce
Advisor OS, LLC
0.01%0.01%#22$147,21210,389$128,82410,38900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow