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, Q1 2024
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Mar 31, 2024. 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
- 121
- +3 vs. Q4 2023
- Shares held
- 13.2M
- +1.33M (+11.2%) vs. Q4 2023
- Total value
- $320.1M
- +$45.7M (+16.7%) vs. Q4 2023
- New holders
- 19
- 36 more added
- Sold out
- 16
- 35 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $24 | 0.00% | −1−50.0% | Reduced |
| Financial Management Professionals, Inc. | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $8.50K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 356 | $8.60K | 0.00% | +6+1.7% | Added |
| Principal Securities, Inc. | 380 | $9.17K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 426 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 460 | $11.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 491 | $11.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $12.0K | 0.00% | +500 | New |
| Ramirez Asset Management, Inc. | 500 | $12.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $16.9K | 0.00% | – | – |
| CWM, LLC | 820 | $20.0K | 0.00% | +5+0.6% | Added |
| Clearstead Advisors, LLC | 1,000 | $23.6K | 0.00% | +1,000 | New |
| Key Financial Inc | 1,104 | $26.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,262 | $29.2K | 0.00% | +1,262 | New |
| Private Trust Co NA | 1,500 | $36.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,709 | $41.3K | 0.00% | +1,709 | New |
| CoreFirst Bank & Trust | 1,754 | $42.3K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,834 | $44.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,290 | $55.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $56.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,766 | $66.8K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,963 | $71.5K | 0.00% | +2,017+213.2% | Added |
| ORG Partners LLC | 3,001 | $72.3K | 0.14% | +3,001 | New |
| Steward Partners Investment Advisory, LLC | 3,360 | $81.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,769 | $91.0K | 0.07% | +53+1.4% | Added |
| FNY Investment Advisers, LLC | 3,800 | $91.0K | 0.06% | +3,800 | New |
| Main Street Group, LTD | 4,318 | $104.2K | 0.05% | +3,635+532.2% | Added |
| Capital Analysts, LLC | 5,404 | $130.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,843 | $141.1K | 0.00% | +540+10.2% | Added |
| Formidable Asset Management, LLC | 7,200 | $173.8K | 0.03% | +7,200 | New |
| TD Waterhouse Canada Inc. | 5,581 | $179.9K | 0.00% | +5,581 | New |
| US Bancorp | 7,819 | $188.8K | 0.00% | +609+8.4% | Added |
| Register Financial Advisors LLC | 8,431 | $203.5K | 0.11% | +8,431 | New |
| Cornerstone Wealth Group, LLC | 8,453 | $204.1K | 0.02% | +8,453 | New |
| Atomi Financial Group, Inc. | 8,516 | $205.6K | 0.02% | −183−2.1% | Reduced |
| Jacobi Capital Management LLC | 8,725 | $210.6K | 0.02% | 00.0% | Unchanged |
| Capital CS Group, LLC | 8,858 | $213.8K | 0.21% | −398−4.3% | Reduced |
| Merit Financial Group, LLC | 9,284 | $217.4K | 0.01% | +300+3.3% | Added |
| Susquehanna International Group, LLP | 9,126 | $220.3K | 0.00% | −29,197−76.2% | Reduced |
| Arkadios Wealth Advisors | 9,132 | $220.4K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,197 | $225.9K | 0.04% | −519−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 9,616 | $232.1K | 0.00% | +9,616 | New |
| Envestnet Asset Management Inc | 10,257 | $247.6K | 0.00% | −2,178−17.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,813 | $261.0K | 0.00% | +600+5.9% | Added |
| TriaGen Wealth Management LLC | 10,951 | $264.4K | 0.11% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,000 | $265.5K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,822 | $285.4K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,929 | $288.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,414 | $300.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,454 | $300.6K | 0.00% | +1,526+14.0% | Added |
| Raymond James Trust N.A. | 12,512 | $302.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 12,797 | $308.9K | 0.00% | −1,844−12.6% | Reduced |
| Dakota Wealth Management | 12,880 | $310.9K | 0.01% | +12,880 | New |
| Aviance Capital Partners, LLC | 12,890 | $311.2K | 0.05% | −33−0.3% | Reduced |
| Diversify Advisory Services, LLC | 13,020 | $313.7K | 0.02% | +13,020 | New |
| Diversified, LLC | 13,264 | $320.2K | 0.04% | +70+0.5% | Added |
| Fisher Asset Management, LLC | 13,612 | $328.6K | 0.00% | +13,612 | New |
| MML Investors Services, LLC | 13,938 | $336.0K | 0.00% | −3,511−20.1% | Reduced |
| Stratos Wealth Partners, LTD. | 14,054 | $339.3K | 0.01% | +5,154+57.9% | Added |
| International Assets Investment Management, LLC | 14,475 | $348.7K | 0.04% | +1,135+8.5% | Added |
| Kingswood Wealth Advisors, LLC | 14,609 | $352.7K | 0.04% | −434−2.9% | Reduced |
| Capstone Financial Advisors, Inc. | 15,048 | $363.3K | 0.02% | −338−2.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 15,061 | $363.6K | 0.03% | −14,318−48.7% | Reduced |
| Captrust Financial Advisors | 15,201 | $367.0K | 0.00% | −445−2.8% | Reduced |
| Moors & Cabot, Inc. | 15,552 | $375.4K | 0.02% | −1,003−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 15,930 | $384.6K | 0.00% | +8,955+128.4% | Added |
| Avory & Company, LLC | 17,157 | $414.2K | 0.28% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,500 | $422.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,933 | $432.9K | 0.03% | +17,933 | New |
| CNH Partners LLC | 18,131 | $437.7K | 0.02% | +18,131 | New |
| First Trust Advisors LP | 18,452 | $445.4K | 0.00% | +18,452 | New |
| Private Advisor Group, LLC | 18,480 | $446.1K | 0.00% | +7,226+64.2% | Added |
| Stifel Financial Corp | 18,622 | $449.5K | 0.00% | −968−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,654 | $450.0K | 0.00% | +103+0.6% | Added |
| Mercer Global Advisors Inc | 18,904 | $456.0K | 0.00% | −799−4.1% | Reduced |
| National Asset Management, Inc. | 20,726 | $473.6K | 0.01% | +1,596+8.3% | Added |
| Mutual Advisors, LLC | 20,557 | $496.3K | 0.02% | −227−1.1% | Reduced |
| Logan Stone Capital, LLC | 22,113 | $533.8K | 0.11% | +22,113 | New |
| Wedbush Securities Inc | 22,719 | $548.0K | 0.02% | −12,137−34.8% | Reduced |
| Sapient Capital LLC | 23,267 | $571.5K | 0.01% | −133−0.6% | Reduced |
| NBC Securities, Inc. | 25,346 | $611.0K | 0.06% | −172−0.7% | Reduced |
| Qube Research & Technologies Ltd | 28,766 | $694.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 29,932 | $722.6K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 32,373 | $781.5K | 0.00% | +6,954+27.4% | Added |
| Great Valley Advisor Group, Inc. | 33,543 | $809.7K | 0.02% | +3,960+13.4% | Added |
| GWM Advisors LLC | 34,374 | $829.8K | 0.01% | +2,197+6.8% | Added |
| Pacitti Group Inc. | 35,601 | $870.8K | 0.47% | −192−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 41,078 | $1.01M | 0.01% | −29,259−41.6% | Reduced |
| Cetera Investment Advisers | 44,710 | $1.08M | 0.00% | +31,882+248.5% | Added |
| Schnieders Capital Management LLC | 68,171 | $1.65M | 0.34% | −4,750−6.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 68,893 | $1.66M | 0.59% | +68,701+35,781.8% | Added |
| MONECO Advisors, LLC | 72,861 | $1.76M | 0.28% | −5,865−7.4% | Reduced |
| D.A. Davidson & Co. | 85,928 | $2.07M | 0.02% | −5,464−6.0% | Reduced |
| Ionic Capital Management LLC | 87,560 | $2.11M | 1.29% | −56,939−39.4% | Reduced |
| Commonwealth Equity Services, LLC | 87,869 | $2.12M | 0.00% | −4,954−5.3% | Reduced |
| Arete Wealth Advisors, LLC | 117,298 | $2.83M | 0.26% | +458+0.4% | Added |
| Axxcess Wealth Management, LLC | 124,146 | $3.00M | 0.08% | −1,093−0.9% | Reduced |
| Raymond James & Associates | 129,073 | $3.12M | 0.00% | +7,607+6.3% | Added |