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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 125,239 | $2.90M | 0.09% | +87,163+228.9% | Added |
| Ionic Capital Management LLC | 144,499 | $3.35M | 1.59% | +537+0.4% | Added |
| Wolverine Asset Management LLC | 156,010 | $3.61M | 0.06% | −44,635−22.2% | Reduced |
| Flagship Harbor Advisors, LLC | 190,581 | $4.41M | 0.32% | −1,753−0.9% | Reduced |
| Landscape Capital Management, L.L.C. | 214,398 | $4.96M | 0.44% | +149,681+231.3% | Added |
| Ameriprise Financial Inc | 223,711 | $5.18M | 0.00% | −1,396−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 227,786 | $5.27M | 0.01% | −19,240−7.8% | Reduced |
| Karpus Management, Inc. | 233,280 | $5.40M | 0.16% | +233,280 | New |
| Raymond James Financial Services Advisors, Inc. | 242,165 | $5.61M | 0.01% | −7,450−3.0% | Reduced |
| Guggenheim Capital LLC | 335,853 | $7.77M | 0.06% | −7,965−2.3% | Reduced |
| Janney Montgomery Scott LLC | 346,137 | $8.01M | 0.03% | +28,469+9.0% | Added |
| LPL Financial LLC | 406,102 | $9.40M | 0.01% | −41,984−9.4% | Reduced |
| Bank of America Corp | 470,396 | $10.9M | 0.00% | −5,065−1.1% | Reduced |
| Invesco Ltd. | 532,080 | $12.3M | 0.00% | +74,133+16.2% | Added |
| Cornerstone Advisors, LLC | 760,141 | $17.6M | 0.77% | +536,490+239.9% | Added |
| Royal Bank of Canada | 784,126 | $18.2M | 0.00% | +30,451+4.0% | Added |
| UBS Group AG | 839,695 | $19.4M | 0.01% | −10,141−1.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $19.6M | 0.47% | 00.0% | Unchanged |
| Wells Fargo & Company | 933,761 | $21.6M | 0.01% | −522,544−35.9% | Reduced |
| Morgan Stanley | 1,872,301 | $43.3M | 0.00% | −58,156−3.0% | Reduced |
| GTS Securities LLC | 0 | $0 | 0.00% | −65,210−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −51,221−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −44,193−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −37,682−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −27,424−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,508−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −11,469−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −9,075−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −7,906−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |