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 $396.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 2021. 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
- 103
- −6 vs. Q1 2021
- Shares held
- 9.37M
- +214.4K (+2.3%) vs. Q1 2021
- Total value
- $275.2M
- +$26.4M (+10.6%) vs. Q1 2021
- New holders
- 8
- 48 more added
- Sold out
- 14
- 19 more reduced
Compare with Q1 2021: 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 | $396.1M |
| Q1 2026 | 136 | $355.0M |
| Q4 2025 | 148 | $397.1M |
| Q3 2025 | 140 | $380.3M |
| Q2 2025 | 131 | $371.8M |
| Q1 2025 | 141 | $350.5M |
| Q4 2024 | 140 | $408.6M |
| Q3 2024 | 128 | $388.7M |
| Q2 2024 | 122 | $352.6M |
| Q1 2024 | 121 | $320.1M |
| Q4 2023 | 120 | $274.7M |
| Q3 2023 | 113 | $261.3M |
| Q2 2023 | 106 | $262.1M |
| Q1 2023 | 106 | $243.0M |
| Q4 2022 | 102 | $205.0M |
| Q3 2022 | 96 | $209.1M |
| 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 | $248.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,474,960 | $43.3M | 0.01% | +81,227+5.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 1,379,941 | $40.5M | 0.69% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,150,395 | $33.8M | 0.01% | +89,077+8.4% | Added |
| UBS Group AG | 788,835 | $23.2M | 0.01% | +11,435+1.5% | Added |
| Royal Bank of Canada | 759,884 | $22.3M | 0.01% | +22,172+3.0% | Added |
| Invesco Ltd. | 490,981 | $14.4M | 0.00% | +2,236+0.5% | Added |
| Janney Montgomery Scott LLC | 359,958 | $10.6M | 0.05% | +35,957+11.1% | Added |
| Bank of America Corp | 356,700 | $10.5M | 0.00% | −25,659−6.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 221,879 | $6.52M | 0.01% | −14,464−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 197,148 | $5.79M | 0.01% | +3,850+2.0% | Added |
| LPL Financial LLC | 175,866 | $5.17M | 0.01% | +29,639+20.3% | Added |
| Raymond James & Associates | 164,370 | $4.83M | 0.00% | −36,767−18.3% | Reduced |
| MONECO Advisors, LLC | 96,791 | $2.84M | 1.31% | +9,767+11.2% | Added |
| Ameriprise Financial Inc | 88,910 | $2.61M | 0.00% | +4,680+5.6% | Added |
| Advisors Asset Management, Inc. | 87,502 | $2.57M | 0.04% | −10,367−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 84,297 | $2.48M | 0.01% | +456+0.5% | Added |
| Bridge Advisory, LLC | 83,993 | $2.47M | 1.26% | +5,139+6.5% | Added |
| Ausdal Financial Partners, Inc. | 83,465 | $2.45M | 0.37% | +11,039+15.2% | Added |
| D.A. Davidson & Co. | 67,713 | $1.99M | 0.02% | −470−0.7% | Reduced |
| Deutsche Bank AG | 65,484 | $1.92M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 62,626 | $1.84M | 0.00% | +11,301+22.0% | Added |
| Aviance Capital Partners, LLC | 60,478 | $1.78M | 0.31% | +7,330+13.8% | Added |
| Pacitti Group Inc. | 46,560 | $1.37M | 0.82% | +2,878+6.6% | Added |
| Morgan Jess S & Co Inc | 45,667 | $1.34M | 0.88% | +1,200+2.7% | Added |
| Guggenheim Capital LLC | 43,466 | $1.28M | 0.01% | +12,162+38.9% | Added |
| Cetera Advisor Networks LLC | 42,828 | $1.26M | 0.02% | +239+0.6% | Added |
| Schnieders Capital Management LLC | 42,046 | $1.24M | 0.34% | +350+0.8% | Added |
| Flagship Harbor Advisors, LLC | 37,591 | $1.10M | 0.12% | +6,080+19.3% | Added |
| Belpointe Asset Management LLC | 37,300 | $1.10M | 0.08% | −1,065−2.8% | Reduced |
| GWM Advisors LLC | 37,295 | $1.10M | 0.03% | +2,371+6.8% | Added |
| Mercer Global Advisors Inc | 35,571 | $1.04M | 0.01% | −593−1.6% | Reduced |
| Arkadios Wealth Advisors | 35,033 | $1.03M | 0.13% | +27,184+346.3% | Added |
| Wedbush Securities Inc | 34,332 | $1.01M | 0.05% | +13,251+62.9% | Added |
| Stifel Financial Corp | 33,417 | $982.0K | 0.00% | +2,658+8.6% | Added |
| Envestnet Asset Management Inc | 33,019 | $970.0K | 0.00% | +16,062+94.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,773 | $934.0K | 0.00% | +6,828+27.4% | Added |
| MML Investors Services, LLC | 29,960 | $880.0K | 0.01% | +7,363+32.6% | Added |
| Diversified, LLC | 27,627 | $812.0K | 0.45% | −2,663−8.8% | Reduced |
| HighTower Advisors, LLC | 26,882 | $790.0K | 0.00% | +13,748+104.7% | Added |
| Professional Planning | 22,690 | $666.0K | 0.31% | +903+4.1% | Added |
| Proequities, Inc. | 22,188 | $662.0K | 0.04% | +189+0.9% | Added |
| Equitable Holdings, Inc. | 22,368 | $657.0K | 0.01% | +9,750+77.3% | Added |
| Harborview Advisors, LLC | 21,555 | $633.0K | 0.35% | −5,115−19.2% | Reduced |
| CIBC Private Wealth Group, LLC | 16,332 | $480.0K | 0.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 15,745 | $463.0K | 0.05% | +1,160+8.0% | Added |
| Capstone Financial Advisors, Inc. | 14,467 | $425.0K | 0.03% | −748−4.9% | Reduced |
| Private Advisor Group, LLC | 14,339 | $421.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 13,490 | $396.0K | 0.08% | −525−3.7% | Reduced |
| Raymond James Trust N.A. | 13,337 | $392.0K | 0.01% | +3,520+35.9% | Added |
| Aspen Investment Management Inc | 13,125 | $386.0K | 0.20% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,699 | $373.0K | 0.07% | −13,114−50.8% | Reduced |
| American Portfolios Advisors | 12,630 | $371.1K | 0.01% | −580−4.4% | Reduced |
| Creative Planning | 12,547 | $369.0K | 0.00% | −50.0% | Reduced |
| Mutual Advisors, LLC | 12,527 | $368.0K | 0.02% | +4,216+50.7% | Added |
| Weather Gauge Advisory, LLC | 12,299 | $361.0K | 0.42% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,720 | $342.0K | 0.07% | −9,079−43.7% | Reduced |
| Sigma Planning Corp | 10,953 | $322.0K | 0.01% | +10,953 | New |
| AE Wealth Management LLC | 9,977 | $293.0K | 0.00% | +401+4.2% | Added |
| Mid Atlantic Financial Management Inc | 9,963 | $293.0K | 0.02% | +1,200+13.7% | Added |
| WealthTrust Asset Management, LLC | 9,564 | $281.0K | 0.24% | +9,564 | New |
| Griffin Asset Management, Inc. | 9,355 | $275.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,888 | $261.0K | 0.03% | +107+1.2% | Added |
| Eaton Vance Management | 8,706 | $256.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 8,220 | $241.0K | 0.01% | +4,351+112.5% | Added |
| Vivaldi Capital Management, LLC | 8,103 | $239.0K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 7,929 | $233.0K | 0.06% | +61+0.8% | Added |
| Cetera Advisors LLC | 6,999 | $206.0K | 0.00% | +6,999 | New |
| CWM, LLC | 6,699 | $197.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6,445 | $189.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,140 | $180.0K | 0.00% | +85+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 5,651 | $166.0K | 0.00% | −446−7.3% | Reduced |
| Capital Analysts, LLC | 5,404 | $159.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 5,535 | $158.0K | 0.00% | +5,535 | New |
| NEXT Financial Group, Inc | 4,332 | $127.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,920 | $115.0K | 0.00% | −1,891−32.5% | Reduced |
| US Bancorp | 3,749 | $110.0K | 0.00% | +2,328+163.8% | Added |
| Allworth Financial LP | 3,716 | $109.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,020 | $89.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,024 | $89.0K | 0.05% | +2,024+202.4% | Added |
| Fifth Third Bancorp | 2,800 | $82.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,736 | $80.0K | 0.00% | −514−15.8% | Reduced |
| Geneos Wealth Management Inc. | 2,328 | $68.0K | 0.00% | −300−11.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $68.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,937 | $57.0K | 0.02% | +31+1.6% | Added |
| Brewin Dolphin Ltd | 1,845 | $54.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,754 | $52.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,404 | $41.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $33.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 920 | $27.0K | 0.01% | +920 | New |
| Huntington National Bank | – | $21.0K | 0.00% | – | – |
| Advisory Services Network, LLC | 602 | $18.0K | 0.00% | +602 | New |
| Heritage Wealth Management, LLC | 577 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 501 | $14.0K | 0.00% | +8+1.6% | Added |
| Accel Wealth Management | 452 | $13.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $12.0K | 0.00% | +130+48.1% | Added |
| Coastal Capital Group, Inc. | 368 | $11.0K | 0.00% | +6+1.7% | Added |
| Spire Wealth Management | 352 | $10.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 331 | $10.0K | 0.00% | +6+1.8% | Added |
| Wagner Wealth Management, LLC | 250 | $7.00K | 0.01% | +250 | New |