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Nuveen Multi-Asset Income (NMAI)

CUSIP: 670750108 | US | Financial Services · Asset Management | Small Cap | 201 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC484,114
0.0% of portfolio›$7.0M
D.A. Davidson & Co.148,785
0.0% of portfolio›$2.1M
Hennion & Walsh Asset Management, Inc.146,230
0.1% of portfolio›$2.1M
Calamos Advisors LLC66,188
0.0% of portfolio›$956.4K
Closed-End Fund Advisors, Inc.60,670
0.9% of portfolio›$876.7K
NWF Advisory Services Inc.53,753
0.1% of portfolio›$776.7K
Cambridge Investment Research Advisors, Inc.51,581
0.0% of portfolio›$745
PMG Family Office LLC47,277
0.6% of portfolio›$688.6K
HUB Investment Partners, LLC44,542
0.0% of portfolio›$643.6K
Commonwealth Equity Services, LLC30,495
0.0% of portfolio›$440.7K
Silverlake Wealth Management LLC27,479
0.1% of portfolio›$397.1K
Melfa Wealth Management, Inc.27,305
0.2% of portfolio›$394.6K
International Assets Investment Management, LLC26,900
0.0% of portfolio›$389.0K
Fortitude Advisory Group L.L.C.26,286
0.1% of portfolio›$379.8K
Blue Bell Private Wealth Management, LLC17,279
0.0% of portfolio›$249.7K
Koshinski Asset Management, Inc.16,209
0.0% of portfolio›$234.2K
First Bank & Trust15,128
0.0% of portfolio›$218.6K
Kestra Private Wealth Services, LLC12,224
0.0% of portfolio›$176.6K
Merit Financial Group, LLC10,868
0.0% of portfolio›$157.0K
Allworth Financial LP4,510
0.0% of portfolio›$63.9K
Towne Trust Company, N.a4,100
0.0% of portfolio›$59.2K
Cassaday & Co Wealth Management LLC2,504
0.0% of portfolio›$36.2K
Farther Finance Advisors, LLC1,408
0.0% of portfolio›$20.3K
FNY Investment Advisers, LLC1,000
0.0% of portfolio›$14
Ascentis Independent Advisors568
0.0% of portfolio›$8.2K
CoreCap Advisors, LLC455
0.0% of portfolio›$6.6K
Pinnacle Wealth Planning Services, Inc.150
0.0% of portfolio›$2.2K
WPG Advisers, LLC94
0.0% of portfolio›$1.4K
Root Financial Partners, LLC33
0.0% of portfolio›$477
Fifth Third Bancorp15
0.0% of portfolio›$217
Citigroup Inc2
0.0% of portfolio›$29
StyleTurnoverLocationFiled
LPL Financial LLC
484,114$7.0M0.0%IndexVery LowFort Mill, SC2026-11-06
D.A. Davidson & Co.
148,785$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Hennion & Walsh Asset Management, Inc.
146,230$2.1M0.1%ValueMediumParsippany, NJ2026-10-13
Calamos Advisors LLC
66,188$956.4K0.0%GrowthMediumNaperville, IL2026-11-02
Closed-End Fund Advisors, Inc.
60,670$876.7K0.9%YieldMediumRichmond, VA2026-11-04
NWF Advisory Services Inc.
53,753$776.7K0.1%GARPLowLos Angeles, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
51,581$7450.0%ETFLowFairfield, IA2026-11-02
PMG Family Office LLC
47,277$688.6K0.6%YieldVery LowPlano, TX2026-10-19
HUB Investment Partners, LLC
44,542$643.6K0.0%GrowthLowAustin, TX2026-11-03
Commonwealth Equity Services, LLC
30,495$440.7K0.0%ETFLowWaltham, MA2026-11-02
Silverlake Wealth Management LLC
27,479$397.1K0.1%ETFLowWilliston, VT2026-10-21
Melfa Wealth Management, Inc.
27,305$394.6K0.2%YieldLowWestborough, MA2026-11-06
International Assets Investment Management, LLC
26,900$389.0K0.0%CoreVery HighOrlando, FL2026-11-02
Fortitude Advisory Group L.L.C.
26,286$379.8K0.1%GrowthMediumGig Harbor, WA2026-10-15
Blue Bell Private Wealth Management, LLC
17,279$249.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Koshinski Asset Management, Inc.
16,209$234.2K0.0%ETFLowDecatur, IL2026-10-29
First Bank & Trust
15,128$218.6K0.0%CoreLowBrookings, SD2026-10-19
Kestra Private Wealth Services, LLC
12,224$176.6K0.0%GrowthLowAustin, TX2026-11-06
Merit Financial Group, LLC
10,868$157.0K0.0%ETFLowAlpharetta, GA2026-11-06
Allworth Financial LP
4,510$63.9K0.0%IndexLowFolsom, CA2026-11-06
Towne Trust Company, N.a
4,100$59.2K0.0%CoreLowNewport News, VA2026-10-28
Cassaday & Co Wealth Management LLC
2,504$36.2K0.0%ETFVery LowMclean, VA2026-10-27
Farther Finance Advisors, LLC
1,408$20.3K0.0%IndexLowSan Francisco, CA2026-10-08
FNY Investment Advisers, LLC
1,000$140.0%GrowthVery HighNew York, NY2026-10-16
Ascentis Independent Advisors
568$8.2K0.0%ETFLowDallas, TX2026-11-03
CoreCap Advisors, LLC
455$6.6K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Wealth Planning Services, Inc.
150$2.2K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
94$1.4K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
33$4770.0%ETFMediumEncinitas, CA2026-10-21
Fifth Third Bancorp
15$2170.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
2$290.0%CoreMediumNew York, NY2026-11-04