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 2022
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 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
- 103
- −4 vs. Q1 2022
- Shares held
- 9.90M
- +330.5K (+3.5%) vs. Q1 2022
- Total value
- $216.5M
- −$59.6M (−21.6%) vs. Q1 2022
- New holders
- 13
- 38 more added
- Sold out
- 17
- 23 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,703,201 | $37.2M | 0.00% | +180,303+11.8% | Added |
| Wells Fargo & Company | 1,285,104 | $28.1M | 0.01% | +49,225+4.0% | Added |
| UBS Group AG | 863,160 | $18.9M | 0.01% | −40,176−4.4% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $18.5M | 0.39% | 00.0% | Unchanged |
| Royal Bank of Canada | 759,671 | $16.6M | 0.01% | +5,879+0.8% | Added |
| Bank of America Corp | 402,035 | $8.78M | 0.00% | +14,212+3.7% | Added |
| Invesco Ltd. | 396,522 | $8.66M | 0.00% | −100,425−20.2% | Reduced |
| Janney Montgomery Scott LLC | 324,277 | $7.17M | 0.03% | −96,618−23.0% | Reduced |
| Raymond James & Associates | 270,686 | $5.91M | 0.01% | +73,334+37.2% | Added |
| LPL Financial LLC | 239,804 | $5.24M | 0.00% | +45,428+23.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 232,071 | $5.07M | 0.01% | −26,227−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 210,995 | $4.61M | 0.01% | +10,592+5.3% | Added |
| Guggenheim Capital LLC | 197,165 | $4.31M | 0.03% | +34,353+21.1% | Added |
| Ameriprise Financial Inc | 179,322 | $3.90M | 0.00% | +35,512+24.7% | Added |
| Bridge Advisory, LLC | 137,486 | $3.12M | 1.50% | +10,891+8.6% | Added |
| Ausdal Financial Partners, Inc. | 102,934 | $2.25M | 0.34% | +1,579+1.6% | Added |
| Stephens Inc | 95,171 | $2.08M | 0.04% | +95,171 | New |
| MONECO Advisors, LLC | 91,749 | $2.00M | 0.78% | −4,328−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 90,369 | $1.97M | 0.01% | +59+0.1% | Added |
| D.A. Davidson & Co. | 87,334 | $1.91M | 0.02% | +1,191+1.4% | Added |
| Aviance Capital Partners, LLC | 78,222 | $1.71M | 0.38% | +10,273+15.1% | Added |
| Truist Financial Corp | 73,874 | $1.61M | 0.00% | +1,785+2.5% | Added |
| Merit Financial Group, LLC | 71,009 | $1.55M | 0.05% | +71,009 | New |
| Envestnet Asset Management Inc | 63,543 | $1.39M | 0.00% | −16,384−20.5% | Reduced |
| Schnieders Capital Management LLC | 60,946 | $1.33M | 0.40% | +5,400+9.7% | Added |
| Cetera Advisor Networks LLC | 56,713 | $1.24M | 0.02% | −3,144−5.3% | Reduced |
| Pacitti Group Inc. | 55,968 | $1.22M | 0.94% | +5,298+10.5% | Added |
| Equitable Holdings, Inc. | 53,448 | $1.17M | 0.02% | +32,292+152.6% | Added |
| Stifel Financial Corp | 52,911 | $1.16M | 0.00% | +2,075+4.1% | Added |
| Morgan Jess S & Co Inc | 51,867 | $1.13M | 1.17% | +200+0.4% | Added |
| Wedbush Securities Inc | 49,131 | $1.07M | 0.06% | −659−1.3% | Reduced |
| Flagship Harbor Advisors, LLC | 43,759 | $956.0K | 0.11% | +2,000+4.8% | Added |
| Belpointe Asset Management LLC | 39,550 | $864.0K | 0.06% | +1,750+4.6% | Added |
| Mutual Advisors, LLC | 38,794 | $847.0K | 0.06% | +7,148+22.6% | Added |
| MML Investors Services, LLC | 37,483 | $819.0K | 0.01% | −2,547−6.4% | Reduced |
| GWM Advisors LLC | 36,347 | $794.0K | 0.01% | −15,023−29.2% | Reduced |
| Great Valley Advisor Group, Inc. | 31,718 | $693.0K | 0.04% | +31,718 | New |
| Advisors Asset Management, Inc. | 29,977 | $655.0K | 0.01% | +29,977 | New |
| Cambridge Investment Research Advisors, Inc. | 25,356 | $554.0K | 0.00% | −2,228−8.1% | Reduced |
| Mercer Global Advisors Inc | 24,209 | $529.0K | 0.00% | −6,669−21.6% | Reduced |
| IFG Advisory, LLC | 22,965 | $501.0K | 0.05% | +1,497+7.0% | Added |
| B. Riley Wealth Management, Inc. | 22,381 | $489.0K | 0.05% | −14,395−39.1% | Reduced |
| Diversified, LLC | 22,053 | $482.0K | 0.20% | −4,925−18.3% | Reduced |
| Sigma Planning Corp | 21,684 | $474.0K | 0.02% | +2,771+14.7% | Added |
| HighTower Advisors, LLC | 21,270 | $465.0K | 0.00% | −8,574−28.7% | Reduced |
| Arkadios Wealth Advisors | 21,171 | $462.0K | 0.07% | −2,343−10.0% | Reduced |
| WealthShield Partners, LLC | 20,304 | $453.0K | 0.09% | −829−3.9% | Reduced |
| Ameritas Advisory Services, LLC | 19,429 | $424.0K | 0.02% | +11,560+146.9% | Added |
| Avory & Company, LLC | 17,157 | $375.0K | 0.32% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,827 | $368.0K | 0.01% | +2,840+20.3% | Added |
| Private Advisor Group, LLC | 15,885 | $347.0K | 0.00% | +2,300+16.9% | Added |
| American Portfolios Advisors | 15,634 | $341.5K | 0.01% | +2,083+15.4% | Added |
| International Assets Investment Management, LLC | 14,209 | $310.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,985 | $305.0K | 0.00% | +13,985 | New |
| Capstone Financial Advisors, Inc. | 13,145 | $287.0K | 0.02% | −1,322−9.1% | Reduced |
| Hilltop Holdings Inc. | 11,490 | $251.0K | 0.03% | +11,490 | New |
| Aspen Investment Management Inc | 9,650 | $211.0K | 0.13% | −25,207−72.3% | Reduced |
| Formidable Asset Management, LLC | 9,595 | $210.0K | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,484 | $207.0K | 0.03% | +123+1.3% | Added |
| HRT Financial LP | 9,512 | $207.0K | 0.00% | +9,512 | New |
| Griffin Asset Management, Inc. | 9,355 | $204.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,266 | $202.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,565 | $143.0K | 0.00% | +1,450+28.3% | Added |
| Rockefeller Capital Management L.P. | 6,507 | $142.0K | 0.00% | −482−6.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,651 | $123.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $118.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,257 | $90.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,800 | $82.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,517 | $77.0K | 0.00% | +861+32.4% | Added |
| The PNC Financial Services Group, Inc. | 2,750 | $60.0K | 0.00% | −150−5.2% | Reduced |
| Hexagon Capital Partners LLC | 2,766 | $60.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,504 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $50.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,063 | $45.0K | 0.02% | +36+1.8% | Added |
| CoreFirst Bank & Trust | 1,754 | $38.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,750 | $38.0K | 0.00% | +1,000+133.3% | Added |
| CoreCap Advisors, LLC | 1,700 | $37.0K | 0.00% | +1,700 | New |
| Geneos Wealth Management Inc. | 1,276 | $28.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $25.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,102 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,036 | $23.0K | 0.00% | +19+1.9% | Added |
| SeaCrest Wealth Management, LLC | 965 | $21.0K | 0.00% | +965 | New |
| Ten Capital Wealth Advisors, LLC | 920 | $20.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 838 | $18.0K | 0.00% | +14+1.7% | Added |
| Huntington National Bank | – | $15.0K | 0.00% | – | – |
| Strategic Asset Management, LLC | 600 | $13.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 600 | $13.0K | 0.01% | +600 | New |
| Heritage Wealth Management, LLC | 577 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 533 | $11.0K | 0.00% | +9+1.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 460 | $10.0K | 0.00% | +460 | New |
| Retirement Group, LLC | 415 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 391 | $9.00K | 0.00% | +6+1.6% | Added |
| Princeton Global Asset Management LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 420 | $9.00K | 0.00% | +420 | New |
| GPS Wealth Strategies Group, LLC | 362 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 300 | $7.00K | 0.00% | +300 | New |
| Life Planning Partners, Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $2.00K | 0.00% | −609−85.9% | Reduced |