Skip to main content

Nuveen Dow 30sm Dynamic Overwrite Fund

DIAXDelisted Mar 30, 2026

Nuveen Dow 30sm Dynamic Overwrite Fund was delisted on Mar 30, 2026; its insiders filed their last Form 4 on Nov 30, 2021; 122 institutions reported holding it in 13F filings for Q4 2025, worth $189.9M in total; no superinvestor held it.

13F holders, Q1 2026

Institutional positions in Nuveen Dow 30sm Dynamic Overwrite Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

DIAX is no longer listed, and 13F filings after Q4 2025 list far fewer holders. See Q4 2025

Institutional holders
3
−116 vs. Q4 2025
Shares held
55.3K
−12.4M (−99.6%) vs. Q4 2025
Total value
$10.7M
−$179.0M (−94.4%) vs. Q4 2025
New holders
0
0 more added
Sold out
116
1 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DIAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 3 institutions
Q1 2021: 94 institutionsQ2 2021: 89 institutionsQ3 2021: 79 institutionsQ4 2021: 77 institutionsQ1 2022: 76 institutionsQ2 2022: 80 institutionsQ3 2022: 73 institutionsQ4 2022: 80 institutionsQ1 2023: 83 institutionsQ2 2023: 82 institutionsQ3 2023: 81 institutionsQ4 2023: 82 institutionsQ1 2024: 82 institutionsQ2 2024: 86 institutionsQ3 2024: 86 institutionsQ4 2024: 90 institutionsQ1 2025: 101 institutionsQ2 2025: 104 institutionsQ3 2025: 109 institutionsQ4 2025: 122 institutionsQ1 2026: 3 institutionsQ2 2026: 0 institutions
Value heldQ1 2026: $10.7M
Q1 2021: $143.9MQ2 2021: $149.7MQ3 2021: $138.8MQ4 2021: $139.0MQ1 2022: $130.1MQ2 2022: $126.5MQ3 2022: $109.9MQ4 2022: $125.9MQ1 2023: $126.5MQ2 2023: $130.7MQ3 2023: $137.6MQ4 2023: $150.9MQ1 2024: $165.4MQ2 2024: $159.1MQ3 2024: $170.3MQ4 2024: $174.8MQ1 2025: $163.8MQ2 2025: $169.8MQ3 2025: $178.3MQ4 2025: $189.9MQ1 2026: $10.7MQ2 2026: $0
Institutions holding DIAX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20263$10.7M
Q4 2025122$189.9M
Q3 2025109$178.3M
Q2 2025104$169.8M
Q1 2025101$163.8M
Q4 202490$174.8M
Q3 202486$170.3M
Q2 202486$159.1M
Q1 202482$165.4M
Q4 202382$150.9M
Q3 202381$137.6M
Q2 202382$130.7M
Q1 202383$126.5M
Q4 202280$125.9M
Q3 202273$109.9M
Q2 202280$126.5M
Q1 202276$130.1M
Q4 202177$139.0M
Q3 202179$138.8M
Q2 202189$149.7M
Q1 202194$143.9M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Nuveen Dow 30sm Dynamic Overwrite Fund; share changes are against Q4 2025.

Institutions holding DIAX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Stolper Co14,709$10.0M3.31%−21,781−59.7%Reduced
Formidable Asset Management, LLC37,371$570.3K0.09%00.0%Unchanged
Private Trust Co NA3,200$45.1K0.00%00.0%Unchanged
Morgan Stanley0$00.00%−1,714,813−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−1,599,746−100.0%Sold out
Bank of America Corp0$00.00%−1,123,777−100.0%Sold out
Raymond James Financial Inc0$00.00%−729,615−100.0%Sold out
Wells Fargo & Company0$00.00%−636,472−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−603,228−100.0%Sold out
Invesco Ltd.0$00.00%−554,865−100.0%Sold out
Guggenheim Capital LLC0$00.00%−472,794−100.0%Sold out
UBS Group AG0$00.00%−403,874−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−353,064−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−249,306−100.0%Sold out
CNH Partners LLC0$00.00%−204,492−100.0%Sold out
LPL Financial LLC0$00.00%−202,293−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−199,214−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−185,466−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−183,190−100.0%Sold out
MML Investors Services, LLC0$00.00%−135,848−100.0%Sold out
1607 Capital Partners, LLC0$00.00%−118,061−100.0%Sold out
Almitas Capital LLC0$00.00%−114,201−100.0%Sold out
Rivernorth Capital Management, LLC0$00.00%−112,137−100.0%Sold out
Absolute Investment Advisers LLC0$00.00%−98,482−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−96,637−100.0%Sold out
Royal Bank of Canada0$00.00%−92,820−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−91,615−100.0%Sold out
NBC Securities, Inc.0$00.00%−90,166−100.0%Sold out
Ameriprise Financial Inc0$00.00%−89,655−100.0%Sold out
Cetera Investment Advisers0$00.00%−87,563−100.0%Sold out
Park Avenue Securities LLC0$00.00%−85,101−100.0%Sold out
Advisory Advocates, LLC0$00.00%−84,167−100.0%Sold out
Ionic Capital Management LLC0$00.00%−72,133−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−70,871−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−69,614−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−65,778−100.0%Sold out
Private Advisor Group, LLC0$00.00%−65,298−100.0%Sold out
Altium Capital Management LP0$00.00%−60,998−100.0%Sold out
Shulman DeMeo Asset Management LLC0$00.00%−59,250−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−58,383−100.0%Sold out
Prevail Innovative Wealth Advisors, LLC0$00.00%−57,026−100.0%Sold out
GWM Advisors LLC0$00.00%−54,578−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−47,597−100.0%Sold out
D.A. Davidson & Co.0$00.00%−39,943−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−38,250−100.0%Sold out
PMG Family Office LLC0$00.00%−37,842−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−36,354−100.0%Sold out
Stifel Financial Corp0$00.00%−35,361−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−34,894−100.0%Sold out
Closed-End Fund Advisors, Inc.0$00.00%−34,829−100.0%Sold out
Schnieders Capital Management, LLC.0$00.00%−31,850−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−31,540−100.0%Sold out
Nations Financial Group Inc,0$00.00%−30,249−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−28,143−100.0%Sold out
Calamos Advisors LLC0$00.00%−25,709−100.0%Sold out
Wedbush Securities Inc0$00.00%−25,255−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−24,566−100.0%Sold out
Leo Wealth, LLC0$00.00%−23,000−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−22,923−100.0%Sold out
Yakira Capital Management, Inc.0$00.00%−22,654−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−18,800−100.0%Sold out
Lido Advisors, LLC0$00.00%−18,825−100.0%Sold out
Integrated Capital Management, Inc.0$00.00%−18,177−100.0%Sold out
Summit Financial, LLC0$00.00%−17,215−100.0%Sold out
Morey & Quinn Wealth Partners, LLC0$00.00%−16,676−100.0%Sold out
National Asset Management, Inc.0$00.00%−15,961−100.0%Sold out
Quarry LP0$00.00%−15,894−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−15,556−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−15,516−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−15,080−100.0%Sold out
HighTower Advisors, LLC0$00.00%−15,053−100.0%Sold out
Kapstone Financial Advisors LLC0$00.00%−14,535−100.0%Sold out
Uhlmann Price Securities, LLC0$00.00%−14,336−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−13,734−100.0%Sold out
Mariner, LLC0$00.00%−13,603−100.0%Sold out
Allworth Financial LP0$00.00%−13,432−100.0%Sold out
Accredited Investor Services, LLC0$00.00%−13,132−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−12,465−100.0%Sold out
TrueMark Investments, LLC0$00.00%−12,137−100.0%Sold out
PKS Advisory Services, LLC0$00.00%−11,894−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−11,613−100.0%Sold out
Merit Financial Group, LLC0$00.00%−11,582−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−10,930−100.0%Sold out
Vista Investment Partners II, LLC0$00.00%−10,800−100.0%Sold out
Pensionmark Financial Group, LLC0$00.00%−10,500−100.0%Sold out
Harbour Investments, Inc.0$00.00%−8,310−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−8,190−100.0%Sold out
PFS Partners, LLC0$00.00%−7,863−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−7,000−100.0%Sold out
Larson Financial Group LLC0$00.00%−6,000−100.0%Sold out
Eastern Bank0$00.00%−5,038−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−3,584−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−3,540−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−3,278−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−2,837−100.0%Sold out
United Community Bank0$00.00%−2,550−100.0%Sold out
Central Trust Co0$00.00%−2,000−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−2,000−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−1,283−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−1,245−100.0%Sold out