NMAI

Nuveen Multi-Asset Income$13.66 1.94%
UnclassifiedUSCUSIP 670750108· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
25
+4 QoQ
13F Value (tracked)
$23.0M
Insider Net · 180d
$1K
1↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 1 trimming
Insider net (180d)+$1K

Price & smart-money activity

$13.66 1.94%5Y -29.4%
$9.92$12.45$14.98$17.52$20.052021202220232024202520261265856886685842553774364926343258296135
Hover for who · click for detailEnd-of-day closing prices52w $12.06 – $14.33
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Use NMAI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns NMAI

This stock page is the Follow view. The Build view lets your agent query NMAI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NMAI"
Ask your agent
Use Arkolith to show who owns NMAI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

25 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Pathstone Holdings, LLC
$13.2M
1.1M
−13%
Reduced · −163K sh
Q1 2026
2Advisors Asset Management, Inc.
$2.9M
235K
+267%
Added · +171K sh
Q1 2026
3D.A. DAVIDSON & CO.
$1.6M
131K
+0.6%
Added · +730 sh
Q1 2026
4Calamos Advisors LLC
$718K
58K
+14%
Added · +7K sh
Q1 2026
5EVOLVE PRIVATE WEALTH, LLC
$706K
57K
−1.1%
Reduced · −619 sh
Q1 2026
6Hennion & Walsh Asset Management, Inc.
$625K
50K
+77%
Added · +22K sh
Q1 2026
7HUB Investment Partners, LLC
$545K
44K
New
+44K sh
Q1 2026
8Private Advisor Group, LLC
$505K
41K
+25%
Added · +8K sh
Q1 2026
9NewEdge Advisors, LLC
$489K
39K
+34%
Added · +10K sh
Q1 2026
10Gladstone Institutional Advisory LLC
$372K
30K
Held
Q1 2026
11Integrated Wealth Concepts LLC
$270K
22K
+20%
Added · +4K sh
Q1 2026
12MML INVESTORS SERVICES, LLC
$213K
17K
Held
Q1 2026
13Kestra Advisory Services, LLC
$212K
17K
+227%
Added · +12K sh
Q1 2026
14KESTRA PRIVATE WEALTH SERVICES, LLC
$169K
14K
New
+14K sh
Q1 2026
15Merit Financial Group, LLC
$157K
13K
−0.2%
Reduced · −29 sh
Q1 2026
16Waverly Advisors, LLC
$133K
11K
New
+11K sh
Q1 2026
17MAI Capital Management
$64K
5K
+96%
Added · +3K sh
Q1 2026
18Atlantic Union Bankshares Corp
$38K
3K
Held
Q1 2026
19Steward Partners Investment Advisory, LLC
$33K
3K
+6.7%
Added · +169 sh
Q1 2026
20Cassaday & Co Wealth Management LLC
$31K
3K
New
+3K sh
Q1 2026
21Sound Income Strategies, LLC
$24K
2K
Held
Q1 2026
22CWM, LLC
$6K
500
New
+500 sh
Q1 2026
23Geneos Wealth Management Inc.
$5K
381
Held
Q1 2026
24BlackRock, Inc.
$1K
86
New
+86 sh
Q1 2026
25Root Financial Partners, LLC
$409
33
New
+33 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
4
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1K
1 insiders
Sells · 180d
$0
0 insiders
Net
$1K
1 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Mar 4, 2026Siffermann William AVice PresidentBuy (P)75$1K
Jan 15, 2025Weinstein Boaz10% OwnerSell (S)30K$361K
Jan 14, 2025Weinstein Boaz10% OwnerSell (S)34K$409K
Jan 13, 2025Weinstein Boaz10% OwnerSell (S)25K$297K
Jan 10, 2025Weinstein Boaz10% OwnerSell (S)14K$161K
Jan 8, 2025Saba Capital Management, L.P.10% OwnerSell (S)31K$371K
Jan 7, 2025Saba Capital Management, L.P.10% OwnerSell (S)12K$150K
Jan 6, 2025Saba Capital Management, L.P.10% OwnerSell (S)32K$396K
Jan 3, 2025Weinstein Boaz10% OwnerSell (S)41K$499K
Jan 2, 2025Weinstein Boaz10% OwnerSell (S)60K$724K
Dec 31, 2024Saba Capital Management, L.P.10% OwnerSell (S)35K$423K
Dec 30, 2024Saba Capital Management, L.P.10% OwnerSell (S)69K$827K

Institutional ownership over time

54 funds+8 since Q2 2022
02754Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $64.8M

Funds that own NMAI also own

CompanyCo-held byCombined value
APPLE INCAAPL30 funds$11.6B
NVIDIA CORPNVDA30 funds$9.8B
MICROSOFT CORPMSFT30 funds$8.9B
AMAZON.COM INCAMZN30 funds$6.7B
ALPHABET INC-CL AGOOGL30 funds$6.0B
BROADCOM INCAVGO30 funds$3.9B
META PLATFORMS INC-CLASS AMETA30 funds$3.4B
JOHNSON & JOHNSONJNJ30 funds$2.3B
TESLA INCTSLA30 funds$2.0B
CHEVRON CORPCVX30 funds$1.7B
HOME DEPOT INCHD30 funds$1.5B
NETFLIX INCNFLX30 funds$1.1B

Ranked by how many of NMAI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NMAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.