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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 14 | $349 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| Horan Securities, Inc. | 69 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $4.99K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 225 | $5.53K | 0.00% | +225 | New |
| CWM, LLC | 232 | $6.00K | 0.00% | +4+1.8% | Added |
| Chesapeake Asset Management LLC | 260 | $6.48K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 330 | $8.23K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $8.78K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 426 | $10.6K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 426 | $10.6K | 0.00% | +7+1.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 460 | $11.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 530 | $13.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 680 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $17.5K | 0.00% | – | – |
| Deutsche Bank AG | 914 | $22.8K | 0.00% | +16+1.8% | Added |
| Private Trust Co NA | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $27.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,754 | $43.7K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,255 | $56.2K | 0.02% | +41+1.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $57.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,335 | $58.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,361 | $59.0K | 0.01% | +2,361 | New |
| Wolverine Asset Management LLC | 2,700 | $67.3K | 0.00% | +2,700 | New |
| The PNC Financial Services Group, Inc. | 2,750 | $68.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,766 | $69.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,360 | $83.8K | 0.00% | −2,291−40.5% | Reduced |
| Sunbelt Securities, Inc. | 3,634 | $90.6K | 0.01% | +1,334+58.0% | Added |
| FNY Investment Advisers, LLC | 3,800 | $94.0K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,978 | $99.2K | 0.00% | −158−3.8% | Reduced |
| Allworth Financial LP | 5,303 | $132.2K | 0.00% | +188+3.7% | Added |
| Capital Analysts, LLC | 5,404 | $135.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,170 | $153.8K | 0.00% | +6,170 | New |
| Cypress Wealth Services, LLC | 7,969 | $200.0K | 0.05% | +7,969 | New |
| RFG Advisory, LLC | 8,084 | $201.5K | 0.01% | +8,084 | New |
| Vivaldi Capital Management, LLC | 8,103 | $202.0K | 0.06% | +8,103 | New |
| Elequin Capital LP | 8,204 | $204.5K | 0.10% | +8,204 | New |
| Cornerstone Wealth Group, LLC | 8,453 | $210.7K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,546 | $213.0K | 0.15% | −2,889−25.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,564 | $213.5K | 0.05% | +8,564 | New |
| Creative Planning | 8,978 | $223.8K | 0.00% | −3,522−28.2% | Reduced |
| Merit Financial Group, LLC | 8,984 | $224.0K | 0.01% | −816−8.3% | Reduced |
| Jacobi Capital Management LLC | 9,008 | $224.6K | 0.03% | +136+1.5% | Added |
| Aspen Investment Management Inc | 9,150 | $228.0K | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,192 | $229.2K | 0.03% | −5,327−36.7% | Reduced |
| Formidable Asset Management, LLC | 9,575 | $239.0K | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 9,675 | $241.2K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 9,748 | $243.0K | 0.11% | +521+5.6% | Added |
| International Assets Investment Management, LLC | 10,542 | $262.8K | 0.04% | −2,192−17.2% | Reduced |
| Private Advisor Group, LLC | 10,673 | $266.1K | 0.00% | +174+1.7% | Added |
| Davenport & Co LLC | 11,000 | $274.2K | 0.00% | +11,000 | New |
| Pathstone Family Office, LLC | 11,207 | $280.2K | 0.00% | −809−6.7% | Reduced |
| Financial Advocates Investment Management | 11,449 | $285.4K | 0.02% | +400+3.6% | Added |
| Capstone Financial Advisors, Inc. | 13,145 | $327.7K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 13,270 | $333.3K | 0.03% | +1,150+9.5% | Added |
| Kingswood Wealth Advisors, LLC | 13,768 | $343.2K | 0.11% | +13,768 | New |
| Diversified, LLC | 13,974 | $348.4K | 0.09% | +78+0.6% | Added |
| Captrust Financial Advisors | 14,139 | $352.5K | 0.00% | +2,667+23.2% | Added |
| WealthShield Partners, LLC | 14,410 | $365.3K | 0.06% | +678+4.9% | Added |
| Moors & Cabot, Inc. | 14,948 | $372.6K | 0.02% | +4,991+50.1% | Added |
| MML Investors Services, LLC | 15,554 | $388.0K | 0.00% | +2,925+23.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,107 | $402.0K | 0.00% | −4,122−20.4% | Reduced |
| Envestnet Asset Management Inc | 16,611 | $414.1K | 0.00% | −898−5.1% | Reduced |
| Raymond James Trust N.A. | 16,807 | $419.0K | 0.01% | +3,500+26.3% | Added |
| Avory & Company, LLC | 17,157 | $427.7K | 0.33% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,260 | $455.0K | 0.00% | −851−4.5% | Reduced |
| Flagship Harbor Advisors, LLC | 20,451 | $509.8K | 0.04% | −21,890−51.7% | Reduced |
| National Asset Management, Inc. | 20,695 | $524.6K | 0.01% | −511−2.4% | Reduced |
| Mutual Advisors, LLC | 23,474 | $585.2K | 0.02% | −17,238−42.3% | Reduced |
| Cetera Advisor Networks LLC | 24,191 | $603.1K | 0.00% | −16,651−40.8% | Reduced |
| Lindbrook Capital, LLC | 26,932 | $671.4K | 0.07% | +1,750+6.9% | Added |
| Stifel Financial Corp | 26,959 | $672.1K | 0.00% | −16,757−38.3% | Reduced |
| Sigma Planning Corp | 28,498 | $710.5K | 0.03% | +806+2.9% | Added |
| Cyndeo Wealth Partners, LLC | 29,379 | $732.4K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 30,803 | $767.9K | 0.07% | +1,353+4.6% | Added |
| Wedbush Securities Inc | 32,636 | $814.0K | 0.04% | −5,313−14.0% | Reduced |
| Pacitti Group Inc. | 37,214 | $940.0K | 0.66% | −1,749−4.5% | Reduced |
| GWM Advisors LLC | 38,527 | $960.5K | 0.01% | +537+1.4% | Added |
| Great Valley Advisor Group, Inc. | 40,193 | $1.00M | 0.04% | +2,700+7.2% | Added |
| Truist Financial Corp | 42,623 | $1.06M | 0.00% | −3,623−7.8% | Reduced |
| Equitable Holdings, Inc. | 42,747 | $1.07M | 0.02% | −22,780−34.8% | Reduced |
| Western Wealth Management, LLC | 44,483 | $1.11M | 0.09% | +32,050+257.8% | Added |
| Baird Financial Group, Inc. | 46,404 | $1.16M | 0.00% | +568+1.2% | Added |
| GTS Securities LLC | 55,610 | $1.39M | 0.04% | +55,610 | New |
| Aviance Capital Partners, LLC | 61,804 | $1.54M | 0.33% | −5,465−8.1% | Reduced |
| Schnieders Capital Management LLC | 77,196 | $1.92M | 0.40% | +2,100+2.8% | Added |
| MONECO Advisors, LLC | 81,191 | $2.02M | 0.55% | −2,593−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 94,330 | $2.35M | 0.00% | −799−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 93,106 | $2.36M | 0.03% | +9,452+11.3% | Added |
| D.A. Davidson & Co. | 100,433 | $2.50M | 0.03% | +8,768+9.6% | Added |
| Cetera Investment Advisers | 108,927 | $2.72M | 0.02% | +54,178+99.0% | Added |
| Raymond James & Associates | 113,241 | $2.82M | 0.00% | −27,658−19.6% | Reduced |
| Bridge Advisory, LLC | 155,289 | $3.87M | 1.42% | +2,421+1.6% | Added |
| Advisor Group Holdings, Inc. | 201,054 | $5.01M | 0.01% | −15,161−7.0% | Reduced |
| Ameriprise Financial Inc | 233,633 | $5.82M | 0.00% | −9,849−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 251,271 | $6.26M | 0.01% | +8,899+3.7% | Added |
| Invesco Ltd. | 308,019 | $7.68M | 0.00% | −19,232−5.9% | Reduced |
| Janney Montgomery Scott LLC | 328,390 | $8.19M | 0.03% | −36,817−10.1% | Reduced |
| Guggenheim Capital LLC | 353,128 | $8.80M | 0.07% | +47,287+15.5% | Added |
| Bank of America Corp | 429,941 | $10.7M | 0.00% | +25,203+6.2% | Added |