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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 250 | $7.00K | 0.01% | +250 | New |
| Spire Wealth Management | 352 | $10.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 331 | $10.0K | 0.00% | +6+1.8% | Added |
| Coastal Capital Group, Inc. | 368 | $11.0K | 0.00% | +6+1.7% | Added |
| Princeton Global Asset Management LLC | 400 | $12.0K | 0.00% | +130+48.1% | Added |
| Accel Wealth Management | 452 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 501 | $14.0K | 0.00% | +8+1.6% | Added |
| Heritage Wealth Management, LLC | 577 | $17.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 602 | $18.0K | 0.00% | +602 | New |
| Huntington National Bank | – | $21.0K | 0.00% | – | – |
| Ten Capital Wealth Advisors, LLC | 920 | $27.0K | 0.01% | +920 | New |
| TCI Wealth Advisors, Inc. | 1,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $33.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,404 | $41.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,754 | $52.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,845 | $54.2K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,937 | $57.0K | 0.02% | +31+1.6% | Added |
| 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 |
| Northwestern Mutual Wealth Management Co | 2,736 | $80.0K | 0.00% | −514−15.8% | Reduced |
| Fifth Third Bancorp | 2,800 | $82.0K | 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 |
| Allworth Financial LP | 3,716 | $109.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,749 | $110.0K | 0.00% | +2,328+163.8% | Added |
| Citigroup Inc | 3,920 | $115.0K | 0.00% | −1,891−32.5% | Reduced |
| NEXT Financial Group, Inc | 4,332 | $127.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 5,535 | $158.0K | 0.00% | +5,535 | New |
| Capital Analysts, LLC | 5,404 | $159.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,651 | $166.0K | 0.00% | −446−7.3% | Reduced |
| Rockefeller Capital Management L.P. | 6,140 | $180.0K | 0.00% | +85+1.4% | Added |
| American National Bank | 6,445 | $189.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 6,699 | $197.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,999 | $206.0K | 0.00% | +6,999 | New |
| Cypress Wealth Services, LLC | 7,929 | $233.0K | 0.06% | +61+0.8% | Added |
| Vivaldi Capital Management, LLC | 8,103 | $239.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 8,220 | $241.0K | 0.01% | +4,351+112.5% | Added |
| Eaton Vance Management | 8,706 | $256.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,888 | $261.0K | 0.03% | +107+1.2% | Added |
| Griffin Asset Management, Inc. | 9,355 | $275.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 9,564 | $281.0K | 0.24% | +9,564 | 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 |
| Sigma Planning Corp | 10,953 | $322.0K | 0.01% | +10,953 | New |
| Formidable Asset Management, LLC | 11,720 | $342.0K | 0.07% | −9,079−43.7% | Reduced |
| Weather Gauge Advisory, LLC | 12,299 | $361.0K | 0.42% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,527 | $368.0K | 0.02% | +4,216+50.7% | Added |
| Creative Planning | 12,547 | $369.0K | 0.00% | −50.0% | Reduced |
| American Portfolios Advisors | 12,630 | $371.1K | 0.01% | −580−4.4% | Reduced |
| International Assets Investment Management, LLC | 12,699 | $373.0K | 0.07% | −13,114−50.8% | Reduced |
| Aspen Investment Management Inc | 13,125 | $386.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,337 | $392.0K | 0.01% | +3,520+35.9% | Added |
| Headinvest, LLC | 13,490 | $396.0K | 0.08% | −525−3.7% | Reduced |
| Private Advisor Group, LLC | 14,339 | $421.0K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 14,467 | $425.0K | 0.03% | −748−4.9% | Reduced |
| B. Riley Wealth Management, Inc. | 15,745 | $463.0K | 0.05% | +1,160+8.0% | Added |
| CIBC Private Wealth Group, LLC | 16,332 | $480.0K | 0.00% | 00.0% | Unchanged |
| Harborview Advisors, LLC | 21,555 | $633.0K | 0.35% | −5,115−19.2% | Reduced |
| Equitable Holdings, Inc. | 22,368 | $657.0K | 0.01% | +9,750+77.3% | Added |
| Proequities, Inc. | 22,188 | $662.0K | 0.04% | +189+0.9% | Added |
| Professional Planning | 22,690 | $666.0K | 0.31% | +903+4.1% | Added |
| HighTower Advisors, LLC | 26,882 | $790.0K | 0.00% | +13,748+104.7% | Added |
| Diversified, LLC | 27,627 | $812.0K | 0.45% | −2,663−8.8% | Reduced |
| MML Investors Services, LLC | 29,960 | $880.0K | 0.01% | +7,363+32.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,773 | $934.0K | 0.00% | +6,828+27.4% | Added |
| Envestnet Asset Management Inc | 33,019 | $970.0K | 0.00% | +16,062+94.7% | Added |
| Stifel Financial Corp | 33,417 | $982.0K | 0.00% | +2,658+8.6% | Added |
| Wedbush Securities Inc | 34,332 | $1.01M | 0.05% | +13,251+62.9% | Added |
| Arkadios Wealth Advisors | 35,033 | $1.03M | 0.13% | +27,184+346.3% | Added |
| Mercer Global Advisors Inc | 35,571 | $1.04M | 0.01% | −593−1.6% | Reduced |
| 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 |
| Flagship Harbor Advisors, LLC | 37,591 | $1.10M | 0.12% | +6,080+19.3% | Added |
| Schnieders Capital Management LLC | 42,046 | $1.24M | 0.34% | +350+0.8% | Added |
| Cetera Advisor Networks LLC | 42,828 | $1.26M | 0.02% | +239+0.6% | Added |
| Guggenheim Capital LLC | 43,466 | $1.28M | 0.01% | +12,162+38.9% | Added |
| Morgan Jess S & Co Inc | 45,667 | $1.34M | 0.88% | +1,200+2.7% | Added |
| Pacitti Group Inc. | 46,560 | $1.37M | 0.82% | +2,878+6.6% | Added |
| Aviance Capital Partners, LLC | 60,478 | $1.78M | 0.31% | +7,330+13.8% | Added |
| Truist Financial Corp | 62,626 | $1.84M | 0.00% | +11,301+22.0% | Added |
| Deutsche Bank AG | 65,484 | $1.92M | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 67,713 | $1.99M | 0.02% | −470−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 83,465 | $2.45M | 0.37% | +11,039+15.2% | Added |
| Bridge Advisory, LLC | 83,993 | $2.47M | 1.26% | +5,139+6.5% | Added |
| Commonwealth Equity Services, LLC | 84,297 | $2.48M | 0.01% | +456+0.5% | Added |
| Advisors Asset Management, Inc. | 87,502 | $2.57M | 0.04% | −10,367−10.6% | Reduced |
| Ameriprise Financial Inc | 88,910 | $2.61M | 0.00% | +4,680+5.6% | Added |
| MONECO Advisors, LLC | 96,791 | $2.84M | 1.31% | +9,767+11.2% | Added |
| Raymond James & Associates | 164,370 | $4.83M | 0.00% | −36,767−18.3% | Reduced |
| LPL Financial LLC | 175,866 | $5.17M | 0.01% | +29,639+20.3% | Added |
| Advisor Group Holdings, Inc. | 197,148 | $5.79M | 0.01% | +3,850+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 221,879 | $6.52M | 0.01% | −14,464−6.1% | Reduced |
| Bank of America Corp | 356,700 | $10.5M | 0.00% | −25,659−6.7% | Reduced |
| Janney Montgomery Scott LLC | 359,958 | $10.6M | 0.05% | +35,957+11.1% | Added |
| Invesco Ltd. | 490,981 | $14.4M | 0.00% | +2,236+0.5% | Added |
| Royal Bank of Canada | 759,884 | $22.3M | 0.01% | +22,172+3.0% | Added |
| UBS Group AG | 788,835 | $23.2M | 0.01% | +11,435+1.5% | Added |