Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX- Exchange
- Nasdaq
- SEC CIK
- 0001608741
No open-market purchases or sales by Nuveen NASDAQ 100 Dynamic Overwrite Fund insiders were filed in the last 90 days; 152 institutions reported holding it in 13F filings for Q2 2026, worth $396.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 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
- Institutional holders
- 152
- +18 vs. Q1 2026
- Shares held
- 13.1M
- −142.7K (−1.1%) vs. Q1 2026
- Total value
- $396.5M
- +$41.7M (+11.8%) vs. Q1 2026
- New holders
- 28
- 49 more added
- Sold out
- 10
- 47 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting QQQX 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 152 | $396.5M |
| Q1 2026 | 136 | $355.0M |
| Q4 2025 | 148 | $397.1M |
| Q3 2025 | 140 | $380.6M |
| Q2 2025 | 131 | $391.5M |
| Q1 2025 | 141 | $356.4M |
| Q4 2024 | 140 | $408.6M |
| Q3 2024 | 128 | $388.7M |
| Q2 2024 | 122 | $352.6M |
| Q1 2024 | 121 | $402.2M |
| Q4 2023 | 120 | $318.0M |
| Q3 2023 | 113 | $261.3M |
| Q2 2023 | 106 | $262.1M |
| Q1 2023 | 106 | $243.0M |
| Q4 2022 | 102 | $205.2M |
| Q3 2022 | 96 | $209.4M |
| Q2 2022 | 103 | $216.5M |
| Q1 2022 | 107 | $276.2M |
| Q4 2021 | 108 | $303.7M |
| Q3 2021 | 101 | $271.7M |
| Q2 2021 | 103 | $275.2M |
| Q1 2021 | 109 | $249.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,877,709 | $56.6M | 0.00% | −68,692−3.5% | Reduced |
| Karpus Management, Inc. | 1,393,850 | $42.0M | 1.21% | −243,109−14.9% | Reduced |
| Wells Fargo & Company | 1,220,343 | $36.8M | 0.01% | −27,752−2.2% | Reduced |
| UBS Group AG | 742,278 | $22.4M | 0.00% | +14,484+2.0% | Added |
| LPL Financial LLC | 740,519 | $22.3M | 0.01% | +103,632+16.3% | Added |
| Allspring Global Investments Holdings, LLC | 738,826 | $22.3M | 0.03% | +140,000+23.4% | Added |
| Royal Bank of Canada | 735,304 | $22.2M | 0.00% | −10,553−1.4% | Reduced |
| Guggenheim Capital LLC | 647,564 | $19.5M | 0.13% | +78,866+13.9% | Added |
| Invesco Ltd. | 613,256 | $18.5M | 0.00% | −166,186−21.3% | Reduced |
| Raymond James Financial Inc | 425,446 | $12.8M | 0.00% | +6,275+1.5% | Added |
| Bank of America Corp | 343,339 | $10.3M | 0.00% | −32,309−8.6% | Reduced |
| HighTower Advisors, LLC | 261,637 | $7.89M | 0.01% | −1,781−0.7% | Reduced |
| Advisors Asset Management, Inc. | 261,137 | $7.87M | 0.12% | +17,299+7.1% | Added |
| 1607 Capital Partners, LLC | 245,130 | $7.39M | 0.64% | −90,838−27.0% | Reduced |
| Janney Montgomery Scott LLC | 236,913 | $7.14M | 0.01% | +1,144+0.5% | Added |
| Advisor Group Holdings, Inc. | 214,358 | $6.46M | 0.01% | +1,531+0.7% | Added |
| Cypress Capital Management LLC (WY) | 192,683 | $5.95M | 4.97% | +14,752+8.3% | Added |
| Ameriprise Financial Inc | 173,377 | $5.23M | 0.00% | −16,194−8.5% | Reduced |
| D.A. Davidson & Co. | 107,359 | $3.24M | 0.02% | +6,633+6.6% | Added |
| Advisor OS, LLC | 72,477 | $2.18M | 0.15% | −54,913−43.1% | Reduced |
| Huntleigh Advisors, Inc. | 62,716 | $1.89M | 0.26% | +39,663+172.1% | Added |
| PMG Family Office LLC | 60,839 | $1.88M | 1.73% | +611+1.0% | Added |
| Commonwealth Equity Services, LLC | 61,181 | $1.84M | 0.00% | −4,351−6.6% | Reduced |
| Cetera Investment Advisers | 59,971 | $1.81M | 0.00% | +4,268+7.7% | Added |
| MONECO Advisors, LLC | 59,742 | $1.80M | 0.11% | −1,004−1.7% | Reduced |
| GWM Advisors LLC | 57,584 | $1.74M | 0.01% | +3,000+5.5% | Added |
| First Trust Advisors LP | 56,020 | $1.69M | 0.00% | −301−0.5% | Reduced |
| High Point Wealth Management, LLC | 53,804 | $1.62M | 1.33% | +9,251+20.8% | Added |
| IHT Wealth Management, LLC | 52,731 | $1.59M | 0.03% | +52,731 | New |
| Axxcess Wealth Management, LLC | 46,420 | $1.40M | 0.02% | +46,420 | New |
| Schnieders Capital Management, LLC. | 46,015 | $1.39M | 0.18% | −500−1.1% | Reduced |
| Shaker Financial Services, LLC | 45,069 | $1.36M | 0.43% | +45,069 | New |
| Shulman DeMeo Asset Management LLC | 44,170 | $1.33M | 0.25% | −1,659−3.6% | Reduced |
| Ionic Capital Management LLC | 43,447 | $1.31M | 1.23% | −22,666−34.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,937 | $1.05M | 0.03% | +20,183+136.8% | Added |
| Rockefeller Capital Management L.P. | 34,702 | $1.05M | 0.00% | +3,180+10.1% | Added |
| Arkadios Wealth Advisors | 31,690 | $955.1K | 0.01% | +123+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,679 | $954.9K | 0.00% | +976+3.2% | Added |
| TCG Advisory Services, LLC | 28,643 | $863.3K | 0.02% | +490+1.7% | Added |
| Stratos Wealth Partners, LTD. | 28,395 | $855.8K | 0.01% | −1,454−4.9% | Reduced |
| Dakota Wealth Management | 28,040 | $845.1K | 0.02% | −7,955−22.1% | Reduced |
| Envestnet Asset Management Inc | 26,774 | $807.0K | 0.00% | +4,931+22.6% | Added |
| Advisory Advocates, LLC | 25,648 | $773.0K | 0.66% | +106+0.4% | Added |
| Kestra Advisory Services, LLC | 24,738 | $745.6K | 0.00% | −48,606−66.3% | Reduced |
| Baird Financial Group, Inc. | 23,835 | $718.4K | 0.00% | +2,574+12.1% | Added |
| The PNC Financial Services Group, Inc. | 23,543 | $709.6K | 0.00% | −3,370−12.5% | Reduced |
| Mercer Global Advisors Inc | 22,727 | $685.0K | 0.00% | −5,168−18.5% | Reduced |
| Private Advisor Group, LLC | 22,164 | $668.0K | 0.00% | −8,102−26.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,162 | $638.0K | 0.00% | +11,425+117.3% | Added |
| Alteri Wealth LLC | 20,790 | $626.6K | 0.17% | +31+0.1% | Added |
| PFG Investments, LLC | 19,736 | $594.9K | 0.02% | −8,639−30.4% | Reduced |
| Colony Group, LLC | 18,921 | $570.3K | 0.00% | +2,184+13.0% | Added |
| Northwestern Mutual Wealth Management Co | 18,268 | $550.6K | 0.00% | +3,918+27.3% | Added |
| Moors & Cabot, Inc. | 18,174 | $547.8K | 0.02% | −52−0.3% | Reduced |
| Sapient Capital LLC | 16,814 | $519.2K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 17,157 | $517.1K | 0.65% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 16,550 | $498.8K | 0.00% | +8,129+96.5% | Added |
| Susquehanna International Group, LLP | 16,531 | $498.2K | 0.00% | −6,638−28.7% | Reduced |
| Davenport & Co LLC | 16,500 | $497.3K | 0.00% | −1,000−5.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,408 | $494.5K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 16,228 | $489.1K | 0.01% | −673−4.0% | Reduced |
| Dynamic Advisor Solutions LLC | 16,017 | $482.8K | 0.01% | +231+1.5% | Added |
| Wedbush Securities Inc | 15,941 | $480.0K | 0.01% | +2,782+21.1% | Added |
| Kingswood Wealth Advisors, LLC | 15,826 | $477.0K | 0.02% | +1,992+14.4% | Added |
| Truist Financial Corp | 15,484 | $466.7K | 0.00% | −2,740−15.0% | Reduced |
| Pathstone Holdings, LLC | 15,393 | $466.2K | 0.00% | +6,396+71.1% | Added |
| Sanctuary Advisors, LLC | 14,594 | $439.9K | 0.00% | −475−3.2% | Reduced |
| Tulsa Wealth Advisors, INC | 14,257 | $429.7K | 0.06% | −750−5.0% | Reduced |
| NBC Securities, Inc. | 14,248 | $429.4K | 0.03% | −4,341−23.4% | Reduced |
| Aviance Capital Partners, LLC | 14,080 | $424.4K | 0.04% | +183+1.3% | Added |
| International Assets Investment Management, LLC | 13,615 | $413.3K | 0.02% | +200+1.5% | Added |
| J.W. Cole Advisors, Inc. | 13,390 | $403.6K | 0.01% | +13,390 | New |
| Captrust Financial Advisors | 13,033 | $392.8K | 0.00% | −47−0.4% | Reduced |
| Diversify Wealth Management, LLC | 13,146 | $387.1K | 0.01% | −70−0.5% | Reduced |
| Diversify Advisory Services, LLC | 13,146 | $387.1K | 0.01% | +13,146 | New |
| Diversified Enterprises, LLC | 12,732 | $383.7K | 0.02% | +38+0.3% | Added |
| Beacon Pointe Advisors, LLC | 12,199 | $367.7K | 0.00% | +12,199 | New |
| Chancellor Financial Group WB LP | 12,128 | $365.5K | 0.23% | +2,005+19.8% | Added |
| Stifel Financial Corp | 11,227 | $338.4K | 0.00% | −614−5.2% | Reduced |
| Mariner, LLC | 11,110 | $334.9K | 0.00% | −2,457−18.1% | Reduced |
| Fifth Third Bancorp | 10,877 | $327.8K | 0.00% | −652−5.7% | Reduced |
| MML Investors Services, LLC | 10,498 | $316.4K | 0.00% | +212+2.1% | Added |
| Decision Investments, Inc | 10,069 | $303.5K | 0.28% | +370+3.8% | Added |
| Equitable Holdings, Inc. | 9,948 | $299.8K | 0.00% | +594+6.4% | Added |
| Merit Financial Group, LLC | 9,895 | $298.2K | 0.00% | −40.0% | Reduced |
| Creative Planning | 9,733 | $293.3K | 0.00% | −1,728−15.1% | Reduced |
| Bay Capital Advisors, LLC | 8,860 | $267.0K | 0.14% | −1,143−11.4% | Reduced |
| Summit Financial, LLC | 8,632 | $266.5K | 0.00% | −1,231−12.5% | Reduced |
| Register Financial Advisors LLC | 8,615 | $259.7K | 0.08% | −1,500−14.8% | Reduced |
| WealthTrust Asset Management, LLC | 8,461 | $255.0K | 0.14% | −3,235−27.7% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $254.8K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,244 | $248.5K | 0.01% | −1,266−13.3% | Reduced |
| GWN Securities Inc. | 7,887 | $237.7K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,798 | $235.0K | 0.01% | +96+1.2% | Added |
| Cypress Wealth Services, LLC | 7,720 | $232.7K | 0.03% | +101+1.3% | Added |
| Griffin Asset Management, Inc. | 7,440 | $224.2K | 0.02% | +7,440 | New |
| Aurora Private Wealth, Inc. | 7,430 | $224.0K | 0.14% | +61+0.8% | Added |
| Ameritas Advisory Services, LLC | 7,403 | $223.1K | 0.00% | +7,403 | New |
| Great Valley Advisor Group, Inc. | 7,250 | $218.5K | 0.00% | +7,250 | New |
| Procyon Private Wealth Partners, LLC | 7,200 | $217.0K | 0.01% | +7,200 | New |