Nuveen Multi-Asset Income (NMAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares484,114 from 451,617

Change+32,497 (+7%)

Value$7.0M (+$596.0K)

Filed 2026-11-06

D.A. Davidson & Co.

INCREASED

Shares148,785 from 144,737

Change+4,048 (+3%)

Value$2.1M (+$99.0K)

Filed 2026-10-28

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares146,230 from 96,340

Change+49,890 (+52%)

Value$2.1M (+$747.9K)

Filed 2026-10-13

Calamos Advisors LLC

INCREASED

Shares66,188 from 62,051

Change+4,137 (+7%)

Value$956.4K (+$77.2K)

Filed 2026-11-02

Closed-End Fund Advisors, Inc.

DECREASED

Shares60,670 from 64,361

Change-3,691 (-6%)

Value$876.7K (-$35.3K)

Filed 2026-11-04

NWF Advisory Services Inc.

INCREASED

Shares53,753 from 45,411

Change+8,342 (+18%)

Value$776.7K (+$133.3K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares51,581 from 58,270

Change-6,689 (-11%)

Value$745 (-$825.3K)

Filed 2026-11-02

PMG Family Office LLC

INCREASED

Shares47,277 from 47,242

Change+35 (+0%)

Value$688.6K (+$13.7K)

Filed 2026-10-19

HUB Investment Partners, LLC

UNCHANGED

Shares44,542 from 44,542

Change0 (0%)

Value$643.6K (+$12.5K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares30,495 from 29,785

Change+710 (+2%)

Value$440.7K (+$18.6K)

Filed 2026-11-02

Silverlake Wealth Management LLC

UNCHANGED

Shares27,479 from 27,479

Change0 (0%)

Value$397.1K (+$7.7K)

Filed 2026-10-21

Melfa Wealth Management, Inc.

UNCHANGED

Shares27,305 from 27,305

Change0 (0%)

Value$394.6K (+$7.6K)

Filed 2026-11-06

International Assets Investment Management, LLC

INCREASED

Shares26,900 from 24,984

Change+1,916 (+8%)

Value$389.0K (+$38.2K)

Filed 2026-11-02

Fortitude Advisory Group L.L.C.

INCREASED

Shares26,286 from 25,658

Change+628 (+2%)

Value$379.8K (+$16.3K)

Filed 2026-10-15

Blue Bell Private Wealth Management, LLC

DECREASED

Shares17,279 from 31,001

Change-13,722 (-44%)

Value$249.7K (-$189.6K)

Filed 2026-10-29

Koshinski Asset Management, Inc.

UNCHANGED

Shares16,209 from 16,209

Change0 (0%)

Value$234.2K (+$4.5K)

Filed 2026-10-29

First Bank & Trust

NEW

Shares15,128

Change+15,128

Value$218.6K

Filed 2026-10-19

Kestra Private Wealth Services, LLC

INCREASED

Shares12,224 from 11,314

Change+910 (+8%)

Value$176.6K (+$16.3K)

Filed 2026-11-06

Merit Financial Group, LLC

DECREASED

Shares10,868 from 11,338

Change-470 (-4%)

Value$157.0K (-$3.6K)

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares4,510 from 4,510

Change0 (0%)

Value$63.9K ($0)

Filed 2026-11-06

Towne Trust Company, N.a

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$59.2K (+$1.1K)

Filed 2026-10-28

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares2,504 from 2,504

Change0 (0%)

Value$36.2K (+$701)

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares1,408 from 1,408

Change0 (0%)

Value$20.3K (+$395)

Filed 2026-10-08

FNY Investment Advisers, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$14 ($0)

Filed 2026-10-16

Ascentis Independent Advisors

NEW

Shares568

Change+568

Value$8.2K

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares455 from 455

Change0 (0%)

Value$6.6K (+$128)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares150 from 222

Change-72 (-32%)

Value$2.2K (-$978)

Filed 2026-10-27

WPG Advisers, LLC

DECREASED

Shares94 from 140

Change-46 (-33%)

Value$1.4K (-$626)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares33

Change+33

Value$477

Filed 2026-10-21

Fifth Third Bancorp

DECREASED

Shares15 from 22

Change-7 (-32%)

Value$217 (-$95)

Filed 2026-11-05

Citigroup Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$29 (+$1)

Filed 2026-11-04

Kestra Advisory Services, LLC

CLOSED

Shares0 from 16,558

Change-16,558 (-100%)

Value$0 (-$234.6K)

Filed 2026-11-02

Advisor OS, LLC

CLOSED

Shares0 from 10,389

Change-10,389 (-100%)

Value$0 (-$147.2K)

Filed 2026-11-03

Axiom Investment Management LLC

CLOSED

Shares0 from 1,218

Change-1,218 (-100%)

Value$0 (-$17.3K)

Filed 2026-11-03

Highline Wealth Partners LLC

CLOSED

Shares0 from 178

Change-178 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-19

Signaturefd, LLC

CLOSED

Shares0 from 122

Change-122 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-23

Morgan Stanley

N/A

Shares— from 863,331

Change-863,331 (-100%)

Value—

UBS Group AG

N/A

Shares— from 690,881

Change-690,881 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 561,723

Change-561,723 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 502,864

Change-502,864 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 255,802

Change-255,802 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 228,667

Change-228,667 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 213,038

Change-213,038 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 185,846

Change-185,846 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 116,910

Change-116,910 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 116,430

Change-116,430 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 90,907

Change-90,907 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 86,036

Change-86,036 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 83,518

Change-83,518 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 58,757

Change-58,757 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 54,259

Change-54,259 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 53,041

Change-53,041 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 44,391

Change-44,391 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 43,283

Change-43,283 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 36,814

Change-36,814 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 32,523

Change-32,523 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 28,773

Change-28,773 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 25,828

Change-25,828 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 24,457

Change-24,457 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,562

Change-19,562 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 19,139

Change-19,139 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,164

Change-17,164 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 16,989

Change-16,989 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 12,755

Change-12,755 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,515

Change-10,515 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,051

Change-3,051 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,684

Change-2,684 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,967

Change-1,967 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,297

Change-1,297 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 1,013

Change-1,013 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 764

Change-764 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 753

Change-753 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 753

Change-753 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 728

Change-728 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 381

Change-381 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 364

Change-364 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 58

Change-58 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	484,114	451,617	+32,497	+7%	$6.4M	$7.0M	+$596.0K	2026-11-06
D.A. Davidson & Co.	INCREASED	148,785	144,737	+4,048	+3%	$2.1M	$2.1M	+$99.0K	2026-10-28
Hennion & Walsh Asset Management, Inc.	INCREASED	146,230	96,340	+49,890	+52%	$1.4M	$2.1M	+$747.9K	2026-10-13
Calamos Advisors LLC	INCREASED	66,188	62,051	+4,137	+7%	$879.3K	$956.4K	+$77.2K	2026-11-02
Closed-End Fund Advisors, Inc.	DECREASED	60,670	64,361	-3,691	-6%	$912.0K	$876.7K	-$35.3K	2026-11-04
NWF Advisory Services Inc.	INCREASED	53,753	45,411	+8,342	+18%	$643.5K	$776.7K	+$133.3K	2026-10-19
Cambridge Investment Research Advisors, Inc.	DECREASED	51,581	58,270	-6,689	-11%	$826.0K	$745	-$825.3K	2026-11-02
PMG Family Office LLC	INCREASED	47,277	47,242	+35	+0%	$674.9K	$688.6K	+$13.7K	2026-10-19
HUB Investment Partners, LLC	UNCHANGED	44,542	44,542	0	0%	$631.2K	$643.6K	+$12.5K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	30,495	29,785	+710	+2%	$422.1K	$440.7K	+$18.6K	2026-11-02
Silverlake Wealth Management LLC	UNCHANGED	27,479	27,479	0	0%	$389.4K	$397.1K	+$7.7K	2026-10-21
Melfa Wealth Management, Inc.	UNCHANGED	27,305	27,305	0	0%	$386.9K	$394.6K	+$7.6K	2026-11-06
International Assets Investment Management, LLC	INCREASED	26,900	24,984	+1,916	+8%	$350.8K	$389.0K	+$38.2K	2026-11-02
Fortitude Advisory Group L.L.C.	INCREASED	26,286	25,658	+628	+2%	$363.6K	$379.8K	+$16.3K	2026-10-15
Blue Bell Private Wealth Management, LLC	DECREASED	17,279	31,001	-13,722	-44%	$439.3K	$249.7K	-$189.6K	2026-10-29
Koshinski Asset Management, Inc.	UNCHANGED	16,209	16,209	0	0%	$229.7K	$234.2K	+$4.5K	2026-10-29
First Bank & Trust	NEW	15,128	—	+15,128	—	—	$218.6K	—	2026-10-19
Kestra Private Wealth Services, LLC	INCREASED	12,224	11,314	+910	+8%	$160.3K	$176.6K	+$16.3K	2026-11-06
Merit Financial Group, LLC	DECREASED	10,868	11,338	-470	-4%	$160.7K	$157.0K	-$3.6K	2026-11-06
Allworth Financial LP	UNCHANGED	4,510	4,510	0	0%	$63.9K	$63.9K	$0	2026-11-06
Towne Trust Company, N.a	UNCHANGED	4,100	4,100	0	0%	$58.1K	$59.2K	+$1.1K	2026-10-28
Cassaday & Co Wealth Management LLC	UNCHANGED	2,504	2,504	0	0%	$35.5K	$36.2K	+$701	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	1,408	1,408	0	0%	$20.0K	$20.3K	+$395	2026-10-08
FNY Investment Advisers, LLC	UNCHANGED	1,000	1,000	0	0%	$14	$14	$0	2026-10-16
Ascentis Independent Advisors	NEW	568	—	+568	—	—	$8.2K	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	455	455	0	0%	$6.4K	$6.6K	+$128	2026-10-08
Pinnacle Wealth Planning Services, Inc.	DECREASED	150	222	-72	-32%	$3.1K	$2.2K	-$978	2026-10-27
WPG Advisers, LLC	DECREASED	94	140	-46	-33%	$2.0K	$1.4K	-$626	2026-10-27
Root Financial Partners, LLC	NEW	33	—	+33	—	—	$477	—	2026-10-21
Fifth Third Bancorp	DECREASED	15	22	-7	-32%	$312	$217	-$95	2026-11-05
Citigroup Inc	UNCHANGED	2	2	0	0%	$28	$29	+$1	2026-11-04
Kestra Advisory Services, LLC	CLOSED	0	16,558	-16,558	-100%	$234.6K	$0	-$234.6K	2026-11-02
Advisor OS, LLC	CLOSED	0	10,389	-10,389	-100%	$147.2K	$0	-$147.2K	2026-11-03
Axiom Investment Management LLC	CLOSED	0	1,218	-1,218	-100%	$17.3K	$0	-$17.3K	2026-11-03
Highline Wealth Partners LLC	CLOSED	0	178	-178	-100%	$2.5K	$0	-$2.5K	2026-10-19
Signaturefd, LLC	CLOSED	0	122	-122	-100%	$1.7K	$0	-$1.7K	2026-10-23
Morgan Stanley	N/A	—	863,331	-863,331	-100%	$12.2M	—	—	—
UBS Group AG	N/A	—	690,881	-690,881	-100%	$9.8M	—	—	—
Penserra Capital Management LLC	N/A	—	561,723	-561,723	-100%	$8.0M	—	—	—
Pathstone Holdings, LLC	N/A	—	502,864	-502,864	-100%	$7.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	255,802	-255,802	-100%	$3.6M	—	—	—
Stifel Financial Corp	N/A	—	228,667	-228,667	-100%	$3.2M	—	—	—
Navis Wealth Advisors, LLC	N/A	—	213,038	-213,038	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	185,846	-185,846	-100%	$2.6M	—	—	—
Cetera Investment Advisers	N/A	—	116,910	-116,910	-100%	$1.7M	—	—	—
First Trust Advisors LP	N/A	—	116,430	-116,430	-100%	$1.6M	—	—	—
Bank of America Corp	N/A	—	90,907	-90,907	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	86,036	-86,036	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	83,518	-83,518	-100%	$1.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	58,757	-58,757	-100%	$832.6K	—	—	—
Evolve Private Wealth, LLC	N/A	—	54,259	-54,259	-100%	$775.1K	—	—	—
JPMorgan Chase & Co	N/A	—	53,041	-53,041	-100%	$742.6K	—	—	—
Advisory Services Network, LLC	N/A	—	44,391	-44,391	-100%	$629.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	43,283	-43,283	-100%	$613.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	36,814	-36,814	-100%	$521.7K	—	—	—
Millennium Management LLC	N/A	—	32,523	-32,523	-100%	$460.9K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	30,000	-30,000	-100%	$425.1K	—	—	—
Invesco Ltd.	N/A	—	28,773	-28,773	-100%	$407.7K	—	—	—
HighTower Advisors, LLC	N/A	—	25,828	-25,828	-100%	$366.0K	—	—	—
Virtu Financial LLC	N/A	—	24,457	-24,457	-100%	$347.0K	—	—	—
XTX Topco Ltd	N/A	—	19,562	-19,562	-100%	$277.2K	—	—	—
Private Advisor Group, LLC	N/A	—	19,139	-19,139	-100%	$271.2K	—	—	—
MML Investors Services, LLC	N/A	—	17,164	-17,164	-100%	$243.2K	—	—	—
Readystate Asset Management LP	N/A	—	16,989	-16,989	-100%	$240.7K	—	—	—
Kovack Advisors, Inc.	N/A	—	12,755	-12,755	-100%	$179.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,000	-11,000	-100%	$155.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,515	-10,515	-100%	$149.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,051	-3,051	-100%	$43.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,684	-2,684	-100%	$38.0K	—	—	—
Wells Fargo & Company	N/A	—	1,967	-1,967	-100%	$27.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,297	-1,297	-100%	$18.4K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	1,013	-1,013	-100%	$14.4K	—	—	—
Harbour Investments, Inc.	N/A	—	1,000	-1,000	-100%	$14.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	764	-764	-100%	$10.8K	—	—	—
BFC Planning, Inc.	N/A	—	753	-753	-100%	$10.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	753	-753	-100%	$10.7K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	728	-728	-100%	$10.3K	—	—	—
Delta Asset Management LLC	N/A	—	400	-400	-100%	$5.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	381	-381	-100%	$5.4K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	364	-364	-100%	$5.2K	—	—	—
BlackRock, Inc.	N/A	—	58	-58	-100%	$822	—	—	—

Showing 81 of 81 institutions