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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, Q4 2023

Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Dec 31, 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
120
+8 vs. Q3 2023
Shares held
11.9M
+250.9K (+2.2%) vs. Q3 2023
Total value
$274.7M
+$13.6M (+5.2%) vs. Q3 2023
New holders
22
40 more added
Sold out
14
31 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 120 institutions
Q1 2021: 109 institutionsQ2 2021: 103 institutionsQ3 2021: 101 institutionsQ4 2021: 108 institutionsQ1 2022: 107 institutionsQ2 2022: 103 institutionsQ3 2022: 96 institutionsQ4 2022: 102 institutionsQ1 2023: 106 institutionsQ2 2023: 106 institutionsQ3 2023: 113 institutionsQ4 2023: 120 institutionsQ1 2024: 121 institutionsQ2 2024: 122 institutionsQ3 2024: 128 institutionsQ4 2024: 140 institutionsQ1 2025: 141 institutionsQ2 2025: 131 institutionsQ3 2025: 140 institutionsQ4 2025: 148 institutionsQ1 2026: 136 institutionsQ2 2026: 152 institutions
Value heldQ4 2023: $274.7M
Q1 2021: $248.9MQ2 2021: $275.2MQ3 2021: $271.7MQ4 2021: $303.7MQ1 2022: $276.2MQ2 2022: $216.5MQ3 2022: $209.1MQ4 2022: $205.0MQ1 2023: $243.0MQ2 2023: $262.1MQ3 2023: $261.3MQ4 2023: $274.7MQ1 2024: $320.1MQ2 2024: $352.6MQ3 2024: $388.7MQ4 2024: $408.6MQ1 2025: $350.5MQ2 2025: $371.8MQ3 2025: $380.3MQ4 2025: $397.1MQ1 2026: $355.0MQ2 2026: $396.1M
Institutions holding QQQX and their total value by quarter
QuarterHoldersValue
Q2 2026152$396.1M
Q1 2026136$355.0M
Q4 2025148$397.1M
Q3 2025140$380.3M
Q2 2025131$371.8M
Q1 2025141$350.5M
Q4 2024140$408.6M
Q3 2024128$388.7M
Q2 2024122$352.6M
Q1 2024121$320.1M
Q4 2023120$274.7M
Q3 2023113$261.3M
Q2 2023106$262.1M
Q1 2023106$243.0M
Q4 2022102$205.0M
Q3 202296$209.1M
Q2 2022103$216.5M
Q1 2022107$276.2M
Q4 2021108$303.7M
Q3 2021101$271.7M
Q2 2021103$275.2M
Q1 2021109$248.9M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q3 2023.

Institutions holding QQQX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC2$460.00%+2New
Financial Management Professionals, Inc.89$2.00K0.00%00.0%Unchanged
Harbour Investments, Inc.100$2.31K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.192$4.45K0.00%−2,102−91.6%Reduced
Fifth Third Bancorp200$4.63K0.00%00.0%Unchanged
Life Planning Partners, Inc200$4.63K0.00%+200New
Coppell Advisory Solutions LLC225$5.21K0.00%00.0%Unchanged
Chesapeake Asset Management LLC260$6.02K0.01%00.0%Unchanged
M&R Capital Management Inc330$7.64K0.00%00.0%Unchanged
Hollencrest Capital Management350$8.10K0.00%+350New
Spire Wealth Management352$8.17K0.00%00.0%Unchanged
Principal Securities, Inc.380$8.80K0.00%+380New
Financial Synergies Wealth Advisors, Inc.460$9.40K0.00%00.0%Unchanged
Retirement Group, LLC426$9.86K0.00%00.0%Unchanged
Salomon & Ludwin, LLC491$11.0K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.500$11.6K0.00%00.0%Unchanged
Main Street Group, LTD683$15.8K0.01%+683New
Huntington National Bank–$16.3K0.00%––
Truvestments Capital LLC702$16.3K0.01%+702New
CWM, LLC815$19.0K0.00%+4+0.5%Added
Deutsche Bank AG946$21.9K0.00%+17+1.8%Added
Key Financial Inc1,104$25.6K0.01%00.0%Unchanged
Private Trust Co NA1,500$34.7K0.00%00.0%Unchanged
Advisory Services Network, LLC1,655$38.3K0.00%+1,655New
CoreFirst Bank & Trust1,754$40.6K0.03%00.0%Unchanged
Sunbelt Securities, Inc.1,834$42.5K0.01%−1,800−49.5%Reduced
Global Retirement Partners, LLC2,290$52.8K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,301$53.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC2,766$64.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,360$77.8K0.00%00.0%Unchanged
Caitlin John, LLC3,716$86.0K0.07%+3,716New
Allworth Financial LP5,303$122.8K0.00%00.0%Unchanged
Capital Analysts, LLC5,404$125.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.6,975$161.5K0.00%+4,225+153.6%Added
US Bancorp7,210$166.9K0.00%+6,680+1,260.4%Added
Aspen Investment Management Inc8,650$200.0K0.11%+8,650New
Atomi Financial Group, Inc.8,699$201.4K0.03%−604−6.5%Reduced
Jacobi Capital Management LLC8,725$202.0K0.02%+8,725New
Stratos Wealth Partners, LTD.8,900$206.1K0.00%+8,900New
Merit Financial Group, LLC8,984$208.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors9,132$211.4K0.02%00.0%Unchanged
Capital CS Group, LLC9,256$214.3K0.24%+9,256New
WealthShield Partners, LLC9,716$224.9K0.04%+114+1.2%Added
Rockefeller Capital Management L.P.10,213$236.4K0.00%+10,213New
Cypress Wealth Services, LLC10,454$242.0K0.06%+10,454New
Northwestern Mutual Wealth Management Co10,928$253.0K0.00%+6,434+143.2%Added
TriaGen Wealth Management LLC10,951$253.5K0.12%00.0%Unchanged
MGB Wealth Management, LLC11,000$254.7K0.13%+11,000New
Private Advisor Group, LLC11,254$260.6K0.00%+572+5.4%Added
World Equity Group, Inc.11,690$270.6K0.05%+11,690New
J.W. Cole Advisors, Inc.11,822$273.7K0.02%+477+4.2%Added
Financial Advocates Investment Management11,929$276.2K0.02%+480+4.2%Added
Bridge Advisory, LLC12,221$282.9K0.14%−146,158−92.3%Reduced
DFPG Investments, LLC12,770$287.1K0.02%−500−3.8%Reduced
Pathstone Holdings, LLC12,414$287.4K0.00%+12,414New
Envestnet Asset Management Inc12,435$287.9K0.00%−2,927−19.1%Reduced
Raymond James Trust N.A.12,512$289.7K0.01%−805−6.0%Reduced
Cetera Investment Advisers12,828$297.0K0.00%−105,235−89.1%Reduced
Aviance Capital Partners, LLC12,923$299.2K0.06%−40,858−76.0%Reduced
Weiss Asset Management LP12,949$299.8K0.02%+12,949New
Diversified, LLC13,194$305.4K0.07%+27+0.2%Added
International Assets Investment Management, LLC13,340$308.8K0.04%+1,283+10.6%Added
Comerica Bank14,641$338.9K0.00%−3,211−18.0%Reduced
AE Wealth Management LLC14,867$346.7K0.00%+2,869+23.9%Added
Kingswood Wealth Advisors, LLC15,043$348.2K0.04%+15,043New
Capstone Financial Advisors, Inc.15,386$356.2K0.03%+2,241+17.0%Added
Captrust Financial Advisors15,646$362.2K0.00%+2,299+17.2%Added
Moors & Cabot, Inc.16,555$383.2K0.02%−555−3.2%Reduced
Avory & Company, LLC17,157$397.2K0.28%00.0%Unchanged
MML Investors Services, LLC17,449$404.0K0.00%+281+1.6%Added
Davenport & Co LLC17,500$405.1K0.00%+5,500+45.8%Added
Millennium Management LLC18,505$428.4K0.00%+8,517+85.3%Added
Cambridge Investment Research Advisors, Inc.18,551$429.0K0.00%+202+1.1%Added
National Asset Management, Inc.19,130$442.9K0.01%−1,596−7.7%Reduced
Stifel Financial Corp19,590$453.5K0.00%−7,766−28.4%Reduced
Mercer Global Advisors Inc19,703$456.0K0.00%+57+0.3%Added
Mutual Advisors, LLC20,784$481.1K0.02%+142+0.7%Added
Sapient Capital LLC23,400$541.7K0.01%+23,400New
Truist Financial Corp25,419$588.4K0.00%−7,622−23.1%Reduced
NBC Securities, Inc.25,518$590.0K0.06%+578+2.3%Added
Qube Research & Technologies Ltd28,766$665.9K0.00%+23,231+419.7%Added
Cyndeo Wealth Partners, LLC29,379$680.1K0.06%00.0%Unchanged
Great Valley Advisor Group, Inc.29,583$684.8K0.02%−14,560−33.0%Reduced
Lindbrook Capital, LLC29,932$692.9K0.07%+3,000+11.1%Added
GWM Advisors LLC32,177$744.9K0.01%+2,473+8.3%Added
Cetera Advisor Networks LLC33,187$768.3K0.00%+4,879+17.2%Added
Elequin Capital LP33,635$778.6K0.24%−5,692−14.5%Reduced
Wedbush Securities Inc34,856$807.0K0.04%+3,142+9.9%Added
Pacitti Group Inc.35,793$828.6K0.52%−1,297−3.5%Reduced
Susquehanna International Group, LLP38,323$887.2K0.00%+38,323New
Atria Wealth Solutions, Inc.70,337$1.63M0.02%−30,747−30.4%Reduced
Schnieders Capital Management LLC72,921$1.69M0.37%+8,525+13.2%Added
Equitable Holdings, Inc.78,720$1.82M0.02%+26,641+51.2%Added
MONECO Advisors, LLC78,726$1.82M0.35%+1,756+2.3%Added
D.A. Davidson & Co.91,392$2.12M0.02%−5,509−5.7%Reduced
Commonwealth Equity Services, LLC92,823$2.15M0.00%+3,634+4.1%Added
Arete Wealth Advisors, LLC116,840$2.70M0.21%−995−0.8%Reduced
1607 Capital Partners, LLC119,105$2.76M0.19%+94,675+387.5%Added
Shaker Financial Services, LLC120,804$2.80M1.15%+86,730+254.5%Added
Raymond James & Associates121,466$2.81M0.00%+8,201+7.2%Added