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 2024
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 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
- 122
- +2 vs. Q1 2024
- Shares held
- 14.1M
- +880.1K (+6.7%) vs. Q1 2024
- Total value
- $352.6M
- +$32.5M (+10.2%) vs. Q1 2024
- New holders
- 11
- 41 more added
- Sold out
- 9
- 43 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,729,150 | $43.4M | 0.00% | +28,092+1.7% | Added |
| Cornerstone Advisors, LLC | 1,144,884 | $28.7M | 1.17% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,081,038 | $27.1M | 0.76% | +522,435+93.5% | Added |
| Wells Fargo & Company | 1,046,694 | $26.3M | 0.01% | +7,688+0.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $21.3M | 0.50% | 00.0% | Unchanged |
| UBS Group AG | 840,371 | $21.1M | 0.01% | −8,547−1.0% | Reduced |
| Royal Bank of Canada | 725,216 | $18.2M | 0.00% | −25,331−3.4% | Reduced |
| Invesco Ltd. | 699,268 | $17.5M | 0.00% | +79,262+12.8% | Added |
| 1607 Capital Partners, LLC | 498,726 | $12.5M | 1.12% | +113,375+29.4% | Added |
| LPL Financial LLC | 484,862 | $12.2M | 0.01% | +82,373+20.5% | Added |
| Bank of America Corp | 458,692 | $11.5M | 0.00% | −118,560−20.5% | Reduced |
| Guggenheim Capital LLC | 333,321 | $8.36M | 0.06% | +15,037+4.7% | Added |
| Janney Montgomery Scott LLC | 293,559 | $7.36M | 0.02% | −46,260−13.6% | Reduced |
| Landscape Capital Management, L.L.C. | 253,073 | $6.35M | 0.54% | −15,092−5.6% | Reduced |
| HighTower Advisors, LLC | 248,834 | $6.24M | 0.01% | +95,655+62.4% | Added |
| Shaker Financial Services, LLC | 234,152 | $5.96M | 2.41% | +4,254+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 228,243 | $5.72M | 0.01% | −30,389−11.7% | Reduced |
| Flagship Harbor Advisors, LLC | 200,382 | $5.03M | 0.30% | +6,468+3.3% | Added |
| Wolverine Asset Management LLC | 198,133 | $4.97M | 0.09% | +4,594+2.4% | Added |
| Advisor Group Holdings, Inc. | 185,070 | $4.64M | 0.01% | −40,169−17.8% | Reduced |
| Ameriprise Financial Inc | 176,204 | $4.42M | 0.00% | −42,891−19.6% | Reduced |
| Logan Stone Capital, LLC | 132,935 | $3.33M | 0.86% | +110,822+501.2% | Added |
| Raymond James & Associates | 126,085 | $3.16M | 0.00% | −2,988−2.3% | Reduced |
| Arete Wealth Advisors, LLC | 117,077 | $2.93M | 0.24% | −221−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 112,903 | $2.83M | 0.08% | −11,243−9.1% | Reduced |
| CNH Partners LLC | 113,063 | $2.82M | 0.07% | +94,932+523.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 109,920 | $2.76M | 0.97% | +41,027+59.6% | Added |
| Ionic Capital Management LLC | 87,560 | $2.20M | 1.15% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 86,215 | $2.16M | 0.00% | −1,654−1.9% | Reduced |
| D.A. Davidson & Co. | 84,462 | $2.12M | 0.02% | −1,466−1.7% | Reduced |
| MONECO Advisors, LLC | 66,315 | $1.66M | 0.24% | −6,546−9.0% | Reduced |
| Schnieders Capital Management LLC | 54,235 | $1.36M | 0.27% | −13,936−20.4% | Reduced |
| Susquehanna International Group, LLP | 44,271 | $1.11M | 0.00% | +35,145+385.1% | Added |
| GWM Advisors LLC | 40,396 | $1.01M | 0.01% | +6,022+17.5% | Added |
| Cetera Investment Advisers | 36,480 | $914.9K | 0.00% | −8,230−18.4% | Reduced |
| Pacitti Group Inc. | 35,537 | $902.2K | 0.47% | −64−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 31,929 | $817.1K | 0.01% | −9,149−22.3% | Reduced |
| Great Valley Advisor Group, Inc. | 32,384 | $812.0K | 0.02% | −1,159−3.5% | Reduced |
| Two Sigma Investments, LP | 32,143 | $806.1K | 0.00% | +32,143 | New |
| The PNC Financial Services Group, Inc. | 30,529 | $765.7K | 0.00% | +14,599+91.6% | Added |
| First Trust Advisors LP | 27,936 | $700.6K | 0.00% | +9,484+51.4% | Added |
| Private Advisor Group, LLC | 25,856 | $648.5K | 0.00% | +7,376+39.9% | Added |
| Wedbush Securities Inc | 25,310 | $635.0K | 0.02% | +2,591+11.4% | Added |
| NBC Securities, Inc. | 25,212 | $632.0K | 0.06% | −134−0.5% | Reduced |
| Truist Financial Corp | 23,628 | $592.6K | 0.00% | −8,745−27.0% | Reduced |
| Sapient Capital LLC | 22,438 | $572.2K | 0.01% | −829−3.6% | Reduced |
| Sanctuary Advisors, LLC | 23,516 | $540.9K | 0.00% | +23,516 | New |
| Mutual Advisors, LLC | 21,151 | $512.3K | 0.02% | +594+2.9% | Added |
| National Asset Management, Inc. | 19,629 | $500.5K | 0.01% | −1,097−5.3% | Reduced |
| Dakota Wealth Management | 19,630 | $492.3K | 0.01% | +6,750+52.4% | Added |
| Stifel Financial Corp | 18,837 | $472.4K | 0.00% | +215+1.2% | Added |
| Kingswood Wealth Advisors, LLC | 17,955 | $450.3K | 0.04% | +3,346+22.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,781 | $446.0K | 0.00% | −873−4.7% | Reduced |
| Davenport & Co LLC | 17,500 | $438.9K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 17,157 | $430.3K | 0.30% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,078 | $428.3K | 0.00% | −1,826−9.7% | Reduced |
| Lindbrook Capital, LLC | 16,637 | $417.3K | 0.04% | −13,295−44.4% | Reduced |
| Moors & Cabot, Inc. | 15,684 | $393.4K | 0.02% | +132+0.8% | Added |
| Capstone Financial Advisors, Inc. | 15,046 | $377.4K | 0.02% | −20.0% | Reduced |
| Captrust Financial Advisors | 15,026 | $376.9K | 0.00% | −175−1.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,910 | $373.9K | 0.03% | −151−1.0% | Reduced |
| International Assets Investment Management, LLC | 14,710 | $368.9K | 0.03% | +235+1.6% | Added |
| Stratos Wealth Partners, LTD. | 14,109 | $353.9K | 0.01% | +55+0.4% | Added |
| Diversify Advisory Services, LLC | 13,370 | $342.8K | 0.02% | +350+2.7% | Added |
| Financial Advocates Investment Management | 13,345 | $334.7K | 0.02% | +1,416+11.9% | Added |
| Rockefeller Capital Management L.P. | 13,137 | $329.5K | 0.00% | +2,324+21.5% | Added |
| Aviance Capital Partners, LLC | 13,014 | $326.4K | 0.05% | +124+1.0% | Added |
| Diversified, LLC | 12,848 | $322.2K | 0.04% | −416−3.1% | Reduced |
| Comerica Bank | 12,792 | $320.8K | 0.00% | −50.0% | Reduced |
| Raymond James Trust N.A. | 12,512 | $313.8K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 12,329 | $309.2K | 0.00% | +12,329 | New |
| J.W. Cole Advisors, Inc. | 11,979 | $300.4K | 0.01% | +157+1.3% | Added |
| MGB Wealth Management, LLC | 11,000 | $282.4K | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,207 | $281.9K | 0.00% | −1,207−9.7% | Reduced |
| TriaGen Wealth Management LLC | 10,951 | $274.7K | 0.11% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 10,442 | $261.9K | 0.13% | +2,011+23.9% | Added |
| Envestnet Asset Management Inc | 10,129 | $254.0K | 0.00% | −128−1.2% | Reduced |
| WealthShield Partners, LLC | 9,326 | $237.8K | 0.04% | +129+1.4% | Added |
| Merit Financial Group, LLC | 9,284 | $232.8K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,132 | $229.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,850 | $221.9K | 0.02% | +125+1.4% | Added |
| Avantax Advisory Services, Inc. | 8,838 | $221.7K | 0.00% | −778−8.1% | Reduced |
| MML Investors Services, LLC | 8,629 | $216.0K | 0.00% | −5,309−38.1% | Reduced |
| Atomi Financial Group, Inc. | 8,584 | $215.3K | 0.02% | +68+0.8% | Added |
| Cornerstone Wealth Group, LLC | 8,453 | $212.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,446 | $211.8K | 0.02% | −9,487−52.9% | Reduced |
| US Bancorp | 8,219 | $206.1K | 0.00% | +400+5.1% | Added |
| Aspen Investment Management Inc | 8,150 | $204.0K | 0.10% | +8,150 | New |
| Walleye Capital LLC | 8,024 | $201.2K | 0.00% | +8,024 | New |
| Allworth Financial LP | 5,843 | $143.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,481 | $138.1K | 0.00% | −100−1.8% | Reduced |
| Capital Analysts, LLC | 5,404 | $136.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 4,318 | $108.3K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,821 | $95.8K | 0.07% | +52+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,360 | $84.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,766 | $69.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,623 | $65.8K | 0.00% | −9,831−78.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $58.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,290 | $57.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,160 | $54.1K | 0.01% | −841−28.0% | Reduced |