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 2023
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 2023. 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
- 106
- +1 vs. Q1 2023
- Shares held
- 10.5M
- +340.3K (+3.3%) vs. Q1 2023
- Total value
- $262.1M
- +$19.0M (+7.8%) vs. Q1 2023
- New holders
- 14
- 36 more added
- Sold out
- 13
- 29 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,977,747 | $49.3M | 0.00% | +32,400+1.7% | Added |
| Wells Fargo & Company | 1,508,158 | $37.6M | 0.01% | +388,984+34.8% | Added |
| UBS Group AG | 863,724 | $21.5M | 0.01% | +22,471+2.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $21.1M | 0.51% | 00.0% | Unchanged |
| Royal Bank of Canada | 820,482 | $20.5M | 0.01% | −4,667−0.6% | Reduced |
| LPL Financial LLC | 444,677 | $11.1M | 0.01% | +123,709+38.5% | Added |
| Bank of America Corp | 429,941 | $10.7M | 0.00% | +25,203+6.2% | Added |
| Guggenheim Capital LLC | 353,128 | $8.80M | 0.07% | +47,287+15.5% | Added |
| Janney Montgomery Scott LLC | 328,390 | $8.19M | 0.03% | −36,817−10.1% | Reduced |
| Invesco Ltd. | 308,019 | $7.68M | 0.00% | −19,232−5.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 251,271 | $6.26M | 0.01% | +8,899+3.7% | Added |
| Ameriprise Financial Inc | 233,633 | $5.82M | 0.00% | −9,849−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 201,054 | $5.01M | 0.01% | −15,161−7.0% | Reduced |
| Bridge Advisory, LLC | 155,289 | $3.87M | 1.42% | +2,421+1.6% | Added |
| Raymond James & Associates | 113,241 | $2.82M | 0.00% | −27,658−19.6% | Reduced |
| Cetera Investment Advisers | 108,927 | $2.72M | 0.02% | +54,178+99.0% | Added |
| D.A. Davidson & Co. | 100,433 | $2.50M | 0.03% | +8,768+9.6% | Added |
| Atria Wealth Solutions, Inc. | 93,106 | $2.36M | 0.03% | +9,452+11.3% | Added |
| Commonwealth Equity Services, LLC | 94,330 | $2.35M | 0.00% | −799−0.8% | Reduced |
| MONECO Advisors, LLC | 81,191 | $2.02M | 0.55% | −2,593−3.1% | Reduced |
| Schnieders Capital Management LLC | 77,196 | $1.92M | 0.40% | +2,100+2.8% | Added |
| Aviance Capital Partners, LLC | 61,804 | $1.54M | 0.33% | −5,465−8.1% | Reduced |
| GTS Securities LLC | 55,610 | $1.39M | 0.04% | +55,610 | New |
| Baird Financial Group, Inc. | 46,404 | $1.16M | 0.00% | +568+1.2% | Added |
| Western Wealth Management, LLC | 44,483 | $1.11M | 0.09% | +32,050+257.8% | Added |
| Equitable Holdings, Inc. | 42,747 | $1.07M | 0.02% | −22,780−34.8% | Reduced |
| Truist Financial Corp | 42,623 | $1.06M | 0.00% | −3,623−7.8% | Reduced |
| Great Valley Advisor Group, Inc. | 40,193 | $1.00M | 0.04% | +2,700+7.2% | Added |
| GWM Advisors LLC | 38,527 | $960.5K | 0.01% | +537+1.4% | Added |
| Pacitti Group Inc. | 37,214 | $940.0K | 0.66% | −1,749−4.5% | Reduced |
| Wedbush Securities Inc | 32,636 | $814.0K | 0.04% | −5,313−14.0% | Reduced |
| IFG Advisory, LLC | 30,803 | $767.9K | 0.07% | +1,353+4.6% | Added |
| Cyndeo Wealth Partners, LLC | 29,379 | $732.4K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 28,498 | $710.5K | 0.03% | +806+2.9% | Added |
| Stifel Financial Corp | 26,959 | $672.1K | 0.00% | −16,757−38.3% | Reduced |
| Lindbrook Capital, LLC | 26,932 | $671.4K | 0.07% | +1,750+6.9% | Added |
| Cetera Advisor Networks LLC | 24,191 | $603.1K | 0.00% | −16,651−40.8% | Reduced |
| Mutual Advisors, LLC | 23,474 | $585.2K | 0.02% | −17,238−42.3% | Reduced |
| National Asset Management, Inc. | 20,695 | $524.6K | 0.01% | −511−2.4% | Reduced |
| Flagship Harbor Advisors, LLC | 20,451 | $509.8K | 0.04% | −21,890−51.7% | Reduced |
| Mercer Global Advisors Inc | 18,260 | $455.0K | 0.00% | −851−4.5% | Reduced |
| Avory & Company, LLC | 17,157 | $427.7K | 0.33% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,807 | $419.0K | 0.01% | +3,500+26.3% | Added |
| Envestnet Asset Management Inc | 16,611 | $414.1K | 0.00% | −898−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,107 | $402.0K | 0.00% | −4,122−20.4% | Reduced |
| MML Investors Services, LLC | 15,554 | $388.0K | 0.00% | +2,925+23.2% | Added |
| Moors & Cabot, Inc. | 14,948 | $372.6K | 0.02% | +4,991+50.1% | Added |
| WealthShield Partners, LLC | 14,410 | $365.3K | 0.06% | +678+4.9% | Added |
| Captrust Financial Advisors | 14,139 | $352.5K | 0.00% | +2,667+23.2% | Added |
| Diversified, LLC | 13,974 | $348.4K | 0.09% | +78+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 13,768 | $343.2K | 0.11% | +13,768 | New |
| DFPG Investments, LLC | 13,270 | $333.3K | 0.03% | +1,150+9.5% | Added |
| Capstone Financial Advisors, Inc. | 13,145 | $327.7K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,449 | $285.4K | 0.02% | +400+3.6% | Added |
| Pathstone Family Office, LLC | 11,207 | $280.2K | 0.00% | −809−6.7% | Reduced |
| Davenport & Co LLC | 11,000 | $274.2K | 0.00% | +11,000 | New |
| Private Advisor Group, LLC | 10,673 | $266.1K | 0.00% | +174+1.7% | Added |
| International Assets Investment Management, LLC | 10,542 | $262.8K | 0.04% | −2,192−17.2% | Reduced |
| Atomi Financial Group, Inc. | 9,748 | $243.0K | 0.11% | +521+5.6% | Added |
| TriaGen Wealth Management LLC | 9,675 | $241.2K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,575 | $239.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,192 | $229.2K | 0.03% | −5,327−36.7% | Reduced |
| Aspen Investment Management Inc | 9,150 | $228.0K | 0.14% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,008 | $224.6K | 0.03% | +136+1.5% | Added |
| Merit Financial Group, LLC | 8,984 | $224.0K | 0.01% | −816−8.3% | Reduced |
| Creative Planning | 8,978 | $223.8K | 0.00% | −3,522−28.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,564 | $213.5K | 0.05% | +8,564 | New |
| Register Financial Advisors LLC | 8,546 | $213.0K | 0.15% | −2,889−25.3% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $210.7K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 8,204 | $204.5K | 0.10% | +8,204 | New |
| Vivaldi Capital Management, LLC | 8,103 | $202.0K | 0.06% | +8,103 | New |
| RFG Advisory, LLC | 8,084 | $201.5K | 0.01% | +8,084 | New |
| Cypress Wealth Services, LLC | 7,969 | $200.0K | 0.05% | +7,969 | New |
| Rockefeller Capital Management L.P. | 6,170 | $153.8K | 0.00% | +6,170 | New |
| Capital Analysts, LLC | 5,404 | $135.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,303 | $132.2K | 0.00% | +188+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,978 | $99.2K | 0.00% | −158−3.8% | Reduced |
| FNY Investment Advisers, LLC | 3,800 | $94.0K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,634 | $90.6K | 0.01% | +1,334+58.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,360 | $83.8K | 0.00% | −2,291−40.5% | Reduced |
| Hexagon Capital Partners LLC | 2,766 | $69.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,750 | $68.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,700 | $67.3K | 0.00% | +2,700 | New |
| ORG Partners LLC | 2,361 | $59.0K | 0.01% | +2,361 | New |
| Global Retirement Partners, LLC | 2,335 | $58.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $57.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,255 | $56.2K | 0.02% | +41+1.9% | Added |
| CoreFirst Bank & Trust | 1,754 | $43.7K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $27.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 914 | $22.8K | 0.00% | +16+1.8% | Added |
| Huntington National Bank | – | $17.5K | 0.00% | – | – |
| ICA Group Wealth Management, LLC | 680 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 530 | $13.2K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 460 | $11.5K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 426 | $10.6K | 0.00% | +7+1.7% | Added |
| Retirement Group, LLC | 426 | $10.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $8.78K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 330 | $8.23K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 260 | $6.48K | 0.01% | 00.0% | Unchanged |