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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 150 | $4.00K | 0.00% | −5,661−97.4% | Reduced |
| Life Planning Partners, Inc | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 298 | $8.00K | 0.00% | +298 | New |
| Advocacy Wealth Management Services, LLC | 280 | $8.00K | 0.00% | +280 | New |
| Spire Wealth Management | 352 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 362 | $10.0K | 0.00% | +362 | 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 |
| Retirement Group, LLC | 415 | $12.0K | 0.00% | +415 | New |
| Ellis Investment Partners, LLC | 524 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 577 | $16.0K | 0.00% | +577 | New |
| Strategic Asset Management, LLC | 600 | $17.0K | 0.02% | +600 | New |
| TCWP LLC | 656 | $18.0K | 0.00% | +656 | New |
| Money Concepts Capital Corp | 668 | $19.0K | 0.00% | +668 | New |
| Global Trust Asset Management, LLC | 709 | $20.0K | 0.01% | −300−29.7% | Reduced |
| Huntington National Bank | – | $20.0K | 0.00% | – | – |
| Prospera Financial Services Inc | 750 | $21.0K | 0.00% | +750 | New |
| Deutsche Bank AG | 824 | $23.0K | 0.00% | +12+1.5% | Added |
| Global Retirement Partners, LLC | 1,102 | $25.0K | 0.00% | +1,102 | New |
| Ten Capital Wealth Advisors, LLC | 920 | $26.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,017 | $29.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $31.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,276 | $36.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,381 | $39.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,754 | $50.0K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,027 | $58.0K | 0.02% | +30+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $65.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,504 | $71.0K | 0.00% | −824−24.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,656 | $76.0K | 0.00% | −832−23.9% | Reduced |
| Hexagon Capital Partners LLC | 2,766 | $79.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,900 | $83.0K | 0.00% | −270−8.5% | Reduced |
| IFP Advisors, Inc | 3,257 | $90.0K | 0.00% | +3,257 | New |
| FNY Investment Advisers, LLC | 3,800 | $108.0K | 0.10% | +3,800 | New |
| Lindbrook Capital, LLC | 4,000 | $114.0K | 0.02% | +4,000 | New |
| Allworth Financial LP | 5,115 | $146.0K | 0.00% | +1,399+37.6% | Added |
| Capital Analysts, LLC | 5,404 | $154.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,651 | $161.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,989 | $198.0K | 0.00% | +1,010+16.9% | Added |
| Next Level Private LLC | 7,260 | $207.0K | 0.17% | 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 |
| Ameritas Advisory Services, LLC | 7,869 | $224.0K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,106 | $231.0K | 0.06% | +58+0.7% | Added |
| Stratos Wealth Partners, LTD. | 8,170 | $232.0K | 0.01% | +598+7.9% | Added |
| WealthTrust Asset Management, LLC | 8,365 | $238.0K | 0.17% | −2,015−19.4% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $240.0K | 0.04% | +8,453 | New |
| Eaton Vance Management | 8,706 | $248.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,266 | $264.0K | 0.01% | +9,266 | 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 |
| Formidable Asset Management, LLC | 9,595 | $273.0K | 0.05% | +9,595 | New |
| American Portfolios Advisors | 13,551 | $385.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,585 | $386.0K | 0.00% | −497−3.5% | Reduced |
| Creative Planning | 13,934 | $396.0K | 0.00% | +899+6.9% | Added |
| Raymond James Trust N.A. | 13,987 | $398.0K | 0.01% | +200+1.5% | Added |
| International Assets Investment Management, LLC | 14,209 | $404.0K | 0.07% | +75+0.5% | Added |
| Capstone Financial Advisors, Inc. | 14,467 | $412.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,572 | $480.0K | 0.01% | +16,572 | New |
| Avory & Company, LLC | 17,157 | $488.0K | 0.31% | +17,157 | New |
| Salem Investment Counselors Inc | 18,000 | $512.0K | 0.02% | +18,000 | New |
| Sigma Planning Corp | 18,913 | $538.0K | 0.02% | +2,414+14.6% | Added |
| Equitable Holdings, Inc. | 21,156 | $602.0K | 0.01% | +2,750+14.9% | Added |
| IFG Advisory, LLC | 21,468 | $610.0K | 0.06% | +21,468 | New |
| WealthShield Partners, LLC | 21,133 | $612.0K | 0.10% | +21,133 | New |
| Arkadios Wealth Advisors | 23,514 | $669.0K | 0.09% | −16,198−40.8% | Reduced |
| Diversified, LLC | 26,978 | $768.0K | 0.31% | −539−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,584 | $785.0K | 0.00% | −2,999−9.8% | Reduced |
| HighTower Advisors, LLC | 29,844 | $848.0K | 0.00% | +1,200+4.2% | Added |
| Mercer Global Advisors Inc | 30,878 | $878.0K | 0.01% | +151+0.5% | Added |
| Mutual Advisors, LLC | 31,646 | $900.0K | 0.05% | +3,694+13.2% | Added |
| Aspen Investment Management Inc | 34,857 | $991.0K | 0.52% | −10,876−23.8% | Reduced |
| B. Riley Wealth Management, Inc. | 36,776 | $1.05M | 0.08% | +1,101+3.1% | Added |
| Belpointe Asset Management LLC | 37,800 | $1.07M | 0.07% | +239+0.6% | Added |
| MML Investors Services, LLC | 40,030 | $1.14M | 0.01% | +2,662+7.1% | Added |
| Flagship Harbor Advisors, LLC | 41,759 | $1.19M | 0.11% | +1,510+3.8% | Added |
| Wedbush Securities Inc | 49,790 | $1.42M | 0.06% | −7,928−13.7% | Reduced |
| Pacitti Group Inc. | 50,670 | $1.44M | 0.95% | −511−1.0% | Reduced |
| Stifel Financial Corp | 50,836 | $1.45M | 0.00% | +870+1.7% | Added |
| GWM Advisors LLC | 51,370 | $1.46M | 0.03% | +7,027+15.8% | Added |
| Morgan Jess S & Co Inc | 51,667 | $1.47M | 1.07% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 55,546 | $1.58M | 0.38% | +9,200+19.9% | Added |
| Cetera Advisor Networks LLC | 59,857 | $1.70M | 0.02% | +3,254+5.7% | Added |
| Aviance Capital Partners, LLC | 67,949 | $1.93M | 0.36% | +9,931+17.1% | Added |
| Truist Financial Corp | 72,089 | $2.05M | 0.00% | −250.0% | Reduced |
| Envestnet Asset Management Inc | 79,927 | $2.27M | 0.00% | +15,994+25.0% | Added |
| D.A. Davidson & Co. | 86,143 | $2.45M | 0.03% | +10,655+14.1% | Added |
| Commonwealth Equity Services, LLC | 90,310 | $2.57M | 0.01% | +1,458+1.6% | Added |
| MONECO Advisors, LLC | 96,077 | $2.73M | 1.00% | −1,886−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 101,355 | $2.88M | 0.39% | +12,319+13.8% | Added |
| Bridge Advisory, LLC | 126,595 | $3.60M | 1.57% | +26,082+25.9% | Added |
| Ameriprise Financial Inc | 143,810 | $4.09M | 0.00% | +33,743+30.7% | Added |
| Guggenheim Capital LLC | 162,812 | $4.63M | 0.03% | +43,142+36.1% | Added |
| LPL Financial LLC | 194,376 | $5.53M | 0.00% | +16,465+9.3% | Added |
| Raymond James & Associates | 197,352 | $5.62M | 0.00% | +82,760+72.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 258,298 | $7.35M | 0.01% | −16,807−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 200,403 | $9.50M | 0.02% | +3,397+1.7% | Added |
| Bank of America Corp | 387,823 | $11.0M | 0.00% | +1,786+0.5% | Added |