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, Q1 2022
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Mar 31, 2022. 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
- 107
- 0 vs. Q4 2021
- Shares held
- 9.57M
- −343.9K (−3.5%) vs. Q4 2021
- Total value
- $276.2M
- −$27.4M (−9.0%) vs. Q4 2021
- New holders
- 22
- 42 more added
- Sold out
- 22
- 18 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,522,898 | $43.3M | 0.01% | +39,171+2.6% | Added |
| Wells Fargo & Company | 1,235,879 | $35.2M | 0.01% | +41,097+3.4% | Added |
| UBS Group AG | 903,336 | $25.7M | 0.01% | +5,164+0.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $24.1M | 0.42% | −532,396−38.6% | Reduced |
| Royal Bank of Canada | 753,792 | $21.4M | 0.01% | +4,326+0.6% | Added |
| Invesco Ltd. | 496,947 | $14.1M | 0.00% | −47,708−8.8% | Reduced |
| Janney Montgomery Scott LLC | 420,895 | $12.0M | 0.05% | +14,974+3.7% | Added |
| Bank of America Corp | 387,823 | $11.0M | 0.00% | +1,786+0.5% | Added |
| Advisor Group Holdings, Inc. | 200,403 | $9.50M | 0.02% | +3,397+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 258,298 | $7.35M | 0.01% | −16,807−6.1% | Reduced |
| Raymond James & Associates | 197,352 | $5.62M | 0.00% | +82,760+72.2% | Added |
| LPL Financial LLC | 194,376 | $5.53M | 0.00% | +16,465+9.3% | Added |
| Guggenheim Capital LLC | 162,812 | $4.63M | 0.03% | +43,142+36.1% | Added |
| Ameriprise Financial Inc | 143,810 | $4.09M | 0.00% | +33,743+30.7% | Added |
| Bridge Advisory, LLC | 126,595 | $3.60M | 1.57% | +26,082+25.9% | Added |
| Ausdal Financial Partners, Inc. | 101,355 | $2.88M | 0.39% | +12,319+13.8% | Added |
| MONECO Advisors, LLC | 96,077 | $2.73M | 1.00% | −1,886−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 90,310 | $2.57M | 0.01% | +1,458+1.6% | Added |
| D.A. Davidson & Co. | 86,143 | $2.45M | 0.03% | +10,655+14.1% | Added |
| Envestnet Asset Management Inc | 79,927 | $2.27M | 0.00% | +15,994+25.0% | Added |
| Truist Financial Corp | 72,089 | $2.05M | 0.00% | −250.0% | Reduced |
| Aviance Capital Partners, LLC | 67,949 | $1.93M | 0.36% | +9,931+17.1% | Added |
| Cetera Advisor Networks LLC | 59,857 | $1.70M | 0.02% | +3,254+5.7% | Added |
| Schnieders Capital Management LLC | 55,546 | $1.58M | 0.38% | +9,200+19.9% | Added |
| Morgan Jess S & Co Inc | 51,667 | $1.47M | 1.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 51,370 | $1.46M | 0.03% | +7,027+15.8% | Added |
| Stifel Financial Corp | 50,836 | $1.45M | 0.00% | +870+1.7% | Added |
| Pacitti Group Inc. | 50,670 | $1.44M | 0.95% | −511−1.0% | Reduced |
| Wedbush Securities Inc | 49,790 | $1.42M | 0.06% | −7,928−13.7% | Reduced |
| Flagship Harbor Advisors, LLC | 41,759 | $1.19M | 0.11% | +1,510+3.8% | Added |
| MML Investors Services, LLC | 40,030 | $1.14M | 0.01% | +2,662+7.1% | Added |
| Belpointe Asset Management LLC | 37,800 | $1.07M | 0.07% | +239+0.6% | Added |
| B. Riley Wealth Management, Inc. | 36,776 | $1.05M | 0.08% | +1,101+3.1% | Added |
| Aspen Investment Management Inc | 34,857 | $991.0K | 0.52% | −10,876−23.8% | Reduced |
| Mutual Advisors, LLC | 31,646 | $900.0K | 0.05% | +3,694+13.2% | Added |
| Mercer Global Advisors Inc | 30,878 | $878.0K | 0.01% | +151+0.5% | Added |
| HighTower Advisors, LLC | 29,844 | $848.0K | 0.00% | +1,200+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,584 | $785.0K | 0.00% | −2,999−9.8% | Reduced |
| Diversified, LLC | 26,978 | $768.0K | 0.31% | −539−2.0% | Reduced |
| Arkadios Wealth Advisors | 23,514 | $669.0K | 0.09% | −16,198−40.8% | Reduced |
| WealthShield Partners, LLC | 21,133 | $612.0K | 0.10% | +21,133 | New |
| IFG Advisory, LLC | 21,468 | $610.0K | 0.06% | +21,468 | New |
| Equitable Holdings, Inc. | 21,156 | $602.0K | 0.01% | +2,750+14.9% | Added |
| Sigma Planning Corp | 18,913 | $538.0K | 0.02% | +2,414+14.6% | Added |
| Salem Investment Counselors Inc | 18,000 | $512.0K | 0.02% | +18,000 | New |
| Avory & Company, LLC | 17,157 | $488.0K | 0.31% | +17,157 | New |
| Atria Wealth Solutions, Inc. | 16,572 | $480.0K | 0.01% | +16,572 | New |
| Capstone Financial Advisors, Inc. | 14,467 | $412.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,209 | $404.0K | 0.07% | +75+0.5% | Added |
| Raymond James Trust N.A. | 13,987 | $398.0K | 0.01% | +200+1.5% | Added |
| Creative Planning | 13,934 | $396.0K | 0.00% | +899+6.9% | Added |
| Private Advisor Group, LLC | 13,585 | $386.0K | 0.00% | −497−3.5% | Reduced |
| American Portfolios Advisors | 13,551 | $385.5K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,595 | $273.0K | 0.05% | +9,595 | New |
| Griffin Asset Management, Inc. | 9,355 | $266.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,361 | $266.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,266 | $264.0K | 0.01% | +9,266 | New |
| Eaton Vance Management | 8,706 | $248.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,453 | $240.0K | 0.04% | +8,453 | New |
| WealthTrust Asset Management, LLC | 8,365 | $238.0K | 0.17% | −2,015−19.4% | Reduced |
| Stratos Wealth Partners, LTD. | 8,170 | $232.0K | 0.01% | +598+7.9% | Added |
| Cypress Wealth Services, LLC | 8,106 | $231.0K | 0.06% | +58+0.7% | Added |
| Ameritas Advisory Services, LLC | 7,869 | $224.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,736 | $220.0K | 0.01% | +426+5.8% | Added |
| Foundations Investment Advisors, LLC | 8,319 | $220.0K | 0.01% | +960+13.0% | Added |
| Next Level Private LLC | 7,260 | $207.0K | 0.17% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,989 | $198.0K | 0.00% | +1,010+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,651 | $161.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $154.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,115 | $146.0K | 0.00% | +1,399+37.6% | Added |
| Lindbrook Capital, LLC | 4,000 | $114.0K | 0.02% | +4,000 | New |
| FNY Investment Advisers, LLC | 3,800 | $108.0K | 0.10% | +3,800 | New |
| IFP Advisors, Inc | 3,257 | $90.0K | 0.00% | +3,257 | New |
| The PNC Financial Services Group, Inc. | 2,900 | $83.0K | 0.00% | −270−8.5% | Reduced |
| Hexagon Capital Partners LLC | 2,766 | $79.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,656 | $76.0K | 0.00% | −832−23.9% | Reduced |
| US Bancorp | 2,504 | $71.0K | 0.00% | −824−24.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $65.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,027 | $58.0K | 0.02% | +30+1.5% | Added |
| CoreFirst Bank & Trust | 1,754 | $50.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,381 | $39.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,276 | $36.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $31.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,017 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 920 | $26.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,102 | $25.0K | 0.00% | +1,102 | New |
| Deutsche Bank AG | 824 | $23.0K | 0.00% | +12+1.5% | Added |
| Prospera Financial Services Inc | 750 | $21.0K | 0.00% | +750 | New |
| Global Trust Asset Management, LLC | 709 | $20.0K | 0.01% | −300−29.7% | Reduced |
| Huntington National Bank | – | $20.0K | 0.00% | – | – |
| Money Concepts Capital Corp | 668 | $19.0K | 0.00% | +668 | New |
| TCWP LLC | 656 | $18.0K | 0.00% | +656 | New |
| Strategic Asset Management, LLC | 600 | $17.0K | 0.02% | +600 | New |
| Heritage Wealth Management, LLC | 577 | $16.0K | 0.00% | +577 | New |
| Ellis Investment Partners, LLC | 524 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 415 | $12.0K | 0.00% | +415 | New |
| Coastal Capital Group, Inc. | 385 | $11.0K | 0.00% | +6+1.6% | Added |
| Princeton Global Asset Management LLC | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 362 | $10.0K | 0.00% | +362 | New |