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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 153,179 | $3.70M | 0.01% | +153,179 | New |
| Wolverine Asset Management LLC | 193,539 | $4.67M | 0.09% | +37,529+24.1% | Added |
| Flagship Harbor Advisors, LLC | 193,914 | $4.68M | 0.30% | +3,333+1.7% | Added |
| Ameriprise Financial Inc | 219,095 | $5.28M | 0.00% | −4,616−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 225,239 | $5.44M | 0.01% | −2,547−1.1% | Reduced |
| Shaker Financial Services, LLC | 229,898 | $5.64M | 2.18% | +109,094+90.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 258,632 | $6.24M | 0.01% | +16,467+6.8% | Added |
| Landscape Capital Management, L.L.C. | 268,165 | $6.47M | 0.57% | +53,767+25.1% | Added |
| Guggenheim Capital LLC | 318,284 | $7.68M | 0.05% | −17,569−5.2% | Reduced |
| Janney Montgomery Scott LLC | 339,819 | $8.20M | 0.02% | −6,318−1.8% | Reduced |
| 1607 Capital Partners, LLC | 385,351 | $9.30M | 0.76% | +266,246+223.5% | Added |
| LPL Financial LLC | 402,489 | $9.72M | 0.01% | −3,613−0.9% | Reduced |
| Karpus Management, Inc. | 558,603 | $13.5M | 0.39% | +325,323+139.5% | Added |
| Bank of America Corp | 577,252 | $13.9M | 0.00% | +106,856+22.7% | Added |
| Invesco Ltd. | 620,006 | $15.0M | 0.00% | +87,926+16.5% | Added |
| Royal Bank of Canada | 750,547 | $18.1M | 0.00% | −33,579−4.3% | Reduced |
| UBS Group AG | 848,918 | $20.5M | 0.01% | +9,223+1.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $22.3M | 0.52% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,039,006 | $25.1M | 0.01% | +105,245+11.3% | Added |
| Cornerstone Advisors, LLC | 1,144,884 | $27.6M | 1.14% | +384,743+50.6% | Added |
| Morgan Stanley | 1,701,058 | $41.1M | 0.00% | −171,243−9.1% | Reduced |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −78,720−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −33,635−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −33,187−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,505−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,867−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −12,949−100.0% | Sold out |
| Bridge Advisory, LLC | 0 | $0 | 0.00% | −12,221−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −11,690−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −8,650−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Life Planning Partners, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |