CHICAGO, IL
NUVEEN MULTI-ASSET INCOME FUNDNMAI— Latest position per institution from SEC 13F filings
15
Institutional holders
5.87M
Total shares held
65.78M
Estimated value
293.52K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
863.33K
Value
12.23M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
690.88K
Value
9.79M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
561.72K
Value
7.96K
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
502.86K
Value
7.13M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
451.62K
Value
6.40M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
405.55K
Value
4.88K
Filed
Dec 31, 2024
HERON BAY CAPITAL MANAGEMENT
CIK 1842149
Shares
287.76K
Value
3.57M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
255.80K
Value
3.62M
Filed
Jun 30, 2026
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
251.15K
Value
3.09M
Filed
Dec 31, 2023
STIFEL FINANCIAL CORP
CIK 720672
Shares
228.67K
Value
3.24M
Filed
Jun 30, 2026
NAVIS WEALTH ADVISORS, LLC
CIK 1849055
Shares
213.04K
Value
3.02M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
185.85K
Value
2.63M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
169.01K
Value
1.98K
Filed
Sep 30, 2022
D.A. DAVIDSON & CO.
CIK 1080107
Shares
144.74K
Value
2.05M
Filed
Jun 30, 2026
ALPINE GLOBAL MANAGEMENT, LLC
CIK 1581655
Shares
121K
Value
1.49M
Filed
Jun 30, 2024
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
116.91K
Value
1.66M
Filed
Jun 30, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
116.79K
Value
1.54M
Filed
Dec 31, 2025
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
116.43K
Value
1.65M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
96.34K
Value
1.37M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
90.91K
Value
1.29M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 863.33K | 12.23M | Jun 30, 2026 |
| 2 | UBS GROUP AG | 1610520 | 690.88K | 9.79M | Jun 30, 2026 |
| 3 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 561.72K | 7.96K | Jun 30, 2026 |
| 4 | PATHSTONE HOLDINGS, LLC | 2011612 | 502.86K | 7.13M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 451.62K | 6.40M | Jun 30, 2026 |
| 6 | SIT INVESTMENT ASSOCIATES INC | 769317 | 405.55K | 4.88K | Dec 31, 2024 |
| 7 | HERON BAY CAPITAL MANAGEMENT | 1842149 | 287.76K | 3.57M | Mar 31, 2026 |
| 8 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 255.80K | 3.62M | Jun 30, 2026 |
| 9 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 251.15K | 3.09M | Dec 31, 2023 |
| 10 | STIFEL FINANCIAL CORP | 720672 | 228.67K | 3.24M | Jun 30, 2026 |
| 11 | NAVIS WEALTH ADVISORS, LLC | 1849055 | 213.04K | 3.02M | Jun 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 185.85K | 2.63M | Jun 30, 2026 |
| 13 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 169.01K | 1.98K | Sep 30, 2022 |
| 14 | D.A. DAVIDSON & CO. | 1080107 | 144.74K | 2.05M | Jun 30, 2026 |
| 15 | ALPINE GLOBAL MANAGEMENT, LLC | 1581655 | 121K | 1.49M | Jun 30, 2024 |
| 16 | CETERA INVESTMENT ADVISERS | 1666741 | 116.91K | 1.66M | Jun 30, 2026 |
| 17 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 116.79K | 1.54M | Dec 31, 2025 |
| 18 | FIRST TRUST ADVISORS LP | 1125816 | 116.43K | 1.65M | Jun 30, 2026 |
| 19 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 96.34K | 1.37M | Jun 30, 2026 |
| 20 | BANK OF AMERICA CORP /DE/ | 70858 | 90.91K | 1.29M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.