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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5 | $0 | 0.00% | −293−98.3% | Reduced |
| Global Trust Asset Management, LLC | 100 | $2.00K | 0.00% | −609−85.9% | Reduced |
| Tower Research Capital LLC (TRC) | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 300 | $7.00K | 0.00% | +300 | 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 |
| 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 |
| Financial Synergies Wealth Advisors, Inc. | 460 | $10.0K | 0.00% | +460 | New |
| Ellis Investment Partners, LLC | 533 | $11.0K | 0.00% | +9+1.7% | Added |
| Heritage Wealth Management, LLC | 577 | $12.6K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 600 | $13.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 600 | $13.0K | 0.01% | +600 | New |
| Huntington National Bank | – | $15.0K | 0.00% | – | – |
| Deutsche Bank AG | 838 | $18.0K | 0.00% | +14+1.7% | Added |
| Ten Capital Wealth Advisors, LLC | 920 | $20.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 965 | $21.0K | 0.00% | +965 | New |
| TCI Wealth Advisors, Inc. | 1,036 | $23.0K | 0.00% | +19+1.9% | Added |
| Global Retirement Partners, LLC | 1,102 | $24.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $25.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,276 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,700 | $37.0K | 0.00% | +1,700 | New |
| 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 |
| Thomas J. Herzfeld Advisors, Inc. | 2,063 | $45.0K | 0.02% | +36+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $50.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,504 | $55.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 3,517 | $77.0K | 0.00% | +861+32.4% | Added |
| FNY Investment Advisers, LLC | 3,800 | $82.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,257 | $90.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $118.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,651 | $123.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,507 | $142.0K | 0.00% | −482−6.9% | Reduced |
| Allworth Financial LP | 6,565 | $143.0K | 0.00% | +1,450+28.3% | Added |
| Western Wealth Management, LLC | 9,266 | $202.0K | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 9,355 | $204.0K | 0.03% | 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 |
| Formidable Asset Management, LLC | 9,595 | $210.0K | 0.05% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,650 | $211.0K | 0.13% | −25,207−72.3% | Reduced |
| Hilltop Holdings Inc. | 11,490 | $251.0K | 0.03% | +11,490 | New |
| Capstone Financial Advisors, Inc. | 13,145 | $287.0K | 0.02% | −1,322−9.1% | Reduced |
| Cetera Investment Advisers | 13,985 | $305.0K | 0.00% | +13,985 | New |
| International Assets Investment Management, LLC | 14,209 | $310.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,634 | $341.5K | 0.01% | +2,083+15.4% | Added |
| Private Advisor Group, LLC | 15,885 | $347.0K | 0.00% | +2,300+16.9% | Added |
| Raymond James Trust N.A. | 16,827 | $368.0K | 0.01% | +2,840+20.3% | Added |
| Avory & Company, LLC | 17,157 | $375.0K | 0.32% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 19,429 | $424.0K | 0.02% | +11,560+146.9% | Added |
| WealthShield Partners, LLC | 20,304 | $453.0K | 0.09% | −829−3.9% | Reduced |
| Arkadios Wealth Advisors | 21,171 | $462.0K | 0.07% | −2,343−10.0% | Reduced |
| HighTower Advisors, LLC | 21,270 | $465.0K | 0.00% | −8,574−28.7% | Reduced |
| Sigma Planning Corp | 21,684 | $474.0K | 0.02% | +2,771+14.7% | Added |
| Diversified, LLC | 22,053 | $482.0K | 0.20% | −4,925−18.3% | Reduced |
| B. Riley Wealth Management, Inc. | 22,381 | $489.0K | 0.05% | −14,395−39.1% | Reduced |
| IFG Advisory, LLC | 22,965 | $501.0K | 0.05% | +1,497+7.0% | Added |
| Mercer Global Advisors Inc | 24,209 | $529.0K | 0.00% | −6,669−21.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,356 | $554.0K | 0.00% | −2,228−8.1% | Reduced |
| Advisors Asset Management, Inc. | 29,977 | $655.0K | 0.01% | +29,977 | New |
| Great Valley Advisor Group, Inc. | 31,718 | $693.0K | 0.04% | +31,718 | New |
| GWM Advisors LLC | 36,347 | $794.0K | 0.01% | −15,023−29.2% | Reduced |
| MML Investors Services, LLC | 37,483 | $819.0K | 0.01% | −2,547−6.4% | Reduced |
| Mutual Advisors, LLC | 38,794 | $847.0K | 0.06% | +7,148+22.6% | Added |
| Belpointe Asset Management LLC | 39,550 | $864.0K | 0.06% | +1,750+4.6% | Added |
| Flagship Harbor Advisors, LLC | 43,759 | $956.0K | 0.11% | +2,000+4.8% | Added |
| Wedbush Securities Inc | 49,131 | $1.07M | 0.06% | −659−1.3% | Reduced |
| Morgan Jess S & Co Inc | 51,867 | $1.13M | 1.17% | +200+0.4% | Added |
| Stifel Financial Corp | 52,911 | $1.16M | 0.00% | +2,075+4.1% | Added |
| Equitable Holdings, Inc. | 53,448 | $1.17M | 0.02% | +32,292+152.6% | Added |
| Pacitti Group Inc. | 55,968 | $1.22M | 0.94% | +5,298+10.5% | Added |
| Cetera Advisor Networks LLC | 56,713 | $1.24M | 0.02% | −3,144−5.3% | Reduced |
| Schnieders Capital Management LLC | 60,946 | $1.33M | 0.40% | +5,400+9.7% | Added |
| Envestnet Asset Management Inc | 63,543 | $1.39M | 0.00% | −16,384−20.5% | Reduced |
| Merit Financial Group, LLC | 71,009 | $1.55M | 0.05% | +71,009 | New |
| Truist Financial Corp | 73,874 | $1.61M | 0.00% | +1,785+2.5% | Added |
| Aviance Capital Partners, LLC | 78,222 | $1.71M | 0.38% | +10,273+15.1% | Added |
| D.A. Davidson & Co. | 87,334 | $1.91M | 0.02% | +1,191+1.4% | Added |
| Commonwealth Equity Services, LLC | 90,369 | $1.97M | 0.01% | +59+0.1% | Added |
| MONECO Advisors, LLC | 91,749 | $2.00M | 0.78% | −4,328−4.5% | Reduced |
| Stephens Inc | 95,171 | $2.08M | 0.04% | +95,171 | New |
| Ausdal Financial Partners, Inc. | 102,934 | $2.25M | 0.34% | +1,579+1.6% | Added |
| Bridge Advisory, LLC | 137,486 | $3.12M | 1.50% | +10,891+8.6% | Added |
| Ameriprise Financial Inc | 179,322 | $3.90M | 0.00% | +35,512+24.7% | Added |
| Guggenheim Capital LLC | 197,165 | $4.31M | 0.03% | +34,353+21.1% | Added |
| Advisor Group Holdings, Inc. | 210,995 | $4.61M | 0.01% | +10,592+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 232,071 | $5.07M | 0.01% | −26,227−10.2% | Reduced |
| LPL Financial LLC | 239,804 | $5.24M | 0.00% | +45,428+23.4% | Added |
| Raymond James & Associates | 270,686 | $5.91M | 0.01% | +73,334+37.2% | Added |
| Janney Montgomery Scott LLC | 324,277 | $7.17M | 0.03% | −96,618−23.0% | Reduced |
| Invesco Ltd. | 396,522 | $8.66M | 0.00% | −100,425−20.2% | Reduced |
| Bank of America Corp | 402,035 | $8.78M | 0.00% | +14,212+3.7% | Added |
| Royal Bank of Canada | 759,671 | $16.6M | 0.01% | +5,879+0.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $18.5M | 0.39% | 00.0% | Unchanged |