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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 29 | $727 | 0.00% | +29 | New |
| Harbour Investments, Inc. | 100 | $2.51K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 118 | $2.96K | 0.00% | +118 | New |
| Financial Management Professionals, Inc. | 104 | $3.00K | 0.00% | +15+16.9% | Added |
| CIBC Private Wealth Group, LLC | 150 | $3.84K | 0.00% | −350−70.0% | Reduced |
| Anchor Investment Management, LLC | 200 | $5.02K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 225 | $5.64K | 0.00% | +225 | New |
| Principal Securities, Inc. | 300 | $7.52K | 0.00% | −80−21.1% | Reduced |
| Spire Wealth Management | 352 | $8.83K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 363 | $9.10K | 0.00% | +7+2.0% | Added |
| Salomon & Ludwin, LLC | 491 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 575 | $14.0K | 0.00% | −245−29.9% | Reduced |
| Huntington National Bank | – | $17.6K | 0.00% | – | – |
| Deutsche Bank AG | 979 | $24.6K | 0.00% | −1,984−67.0% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $27.7K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,334 | $33.5K | 0.02% | +1,334 | New |
| Mather Group, LLC. | 1,475 | $35.6K | 0.00% | +213+16.9% | Added |
| Private Trust Co NA | 1,500 | $37.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,834 | $46.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,000 | $51.0K | 0.05% | +2,000 | New |
| ORG Partners LLC | 2,160 | $54.1K | 0.01% | −841−28.0% | Reduced |
| Global Retirement Partners, LLC | 2,290 | $57.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,301 | $58.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,623 | $65.8K | 0.00% | −9,831−78.9% | Reduced |
| Hexagon Capital Partners LLC | 2,766 | $69.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,360 | $84.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,821 | $95.8K | 0.07% | +52+1.4% | Added |
| Main Street Group, LTD | 4,318 | $108.3K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $136.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,481 | $138.1K | 0.00% | −100−1.8% | Reduced |
| Allworth Financial LP | 5,843 | $143.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,024 | $201.2K | 0.00% | +8,024 | New |
| Aspen Investment Management Inc | 8,150 | $204.0K | 0.10% | +8,150 | New |
| US Bancorp | 8,219 | $206.1K | 0.00% | +400+5.1% | Added |
| PFG Investments, LLC | 8,446 | $211.8K | 0.02% | −9,487−52.9% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $212.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,584 | $215.3K | 0.02% | +68+0.8% | Added |
| MML Investors Services, LLC | 8,629 | $216.0K | 0.00% | −5,309−38.1% | Reduced |
| Avantax Advisory Services, Inc. | 8,838 | $221.7K | 0.00% | −778−8.1% | Reduced |
| Jacobi Capital Management LLC | 8,850 | $221.9K | 0.02% | +125+1.4% | Added |
| Arkadios Wealth Advisors | 9,132 | $229.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,284 | $232.8K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,326 | $237.8K | 0.04% | +129+1.4% | Added |
| Envestnet Asset Management Inc | 10,129 | $254.0K | 0.00% | −128−1.2% | Reduced |
| Register Financial Advisors LLC | 10,442 | $261.9K | 0.13% | +2,011+23.9% | Added |
| TriaGen Wealth Management LLC | 10,951 | $274.7K | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,207 | $281.9K | 0.00% | −1,207−9.7% | Reduced |
| MGB Wealth Management, LLC | 11,000 | $282.4K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,979 | $300.4K | 0.01% | +157+1.3% | Added |
| Millennium Management LLC | 12,329 | $309.2K | 0.00% | +12,329 | New |
| Raymond James Trust N.A. | 12,512 | $313.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 12,792 | $320.8K | 0.00% | −50.0% | Reduced |
| Diversified, LLC | 12,848 | $322.2K | 0.04% | −416−3.1% | Reduced |
| Aviance Capital Partners, LLC | 13,014 | $326.4K | 0.05% | +124+1.0% | Added |
| Rockefeller Capital Management L.P. | 13,137 | $329.5K | 0.00% | +2,324+21.5% | Added |
| Financial Advocates Investment Management | 13,345 | $334.7K | 0.02% | +1,416+11.9% | Added |
| Diversify Advisory Services, LLC | 13,370 | $342.8K | 0.02% | +350+2.7% | Added |
| Stratos Wealth Partners, LTD. | 14,109 | $353.9K | 0.01% | +55+0.4% | Added |
| International Assets Investment Management, LLC | 14,710 | $368.9K | 0.03% | +235+1.6% | Added |
| Cyndeo Wealth Partners, LLC | 14,910 | $373.9K | 0.03% | −151−1.0% | Reduced |
| Captrust Financial Advisors | 15,026 | $376.9K | 0.00% | −175−1.2% | Reduced |
| Capstone Financial Advisors, Inc. | 15,046 | $377.4K | 0.02% | −20.0% | Reduced |
| Moors & Cabot, Inc. | 15,684 | $393.4K | 0.02% | +132+0.8% | Added |
| Lindbrook Capital, LLC | 16,637 | $417.3K | 0.04% | −13,295−44.4% | Reduced |
| Mercer Global Advisors Inc | 17,078 | $428.3K | 0.00% | −1,826−9.7% | Reduced |
| Avory & Company, LLC | 17,157 | $430.3K | 0.30% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,500 | $438.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,781 | $446.0K | 0.00% | −873−4.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,955 | $450.3K | 0.04% | +3,346+22.9% | Added |
| Stifel Financial Corp | 18,837 | $472.4K | 0.00% | +215+1.2% | Added |
| Dakota Wealth Management | 19,630 | $492.3K | 0.01% | +6,750+52.4% | Added |
| National Asset Management, Inc. | 19,629 | $500.5K | 0.01% | −1,097−5.3% | Reduced |
| Mutual Advisors, LLC | 21,151 | $512.3K | 0.02% | +594+2.9% | Added |
| Sanctuary Advisors, LLC | 23,516 | $540.9K | 0.00% | +23,516 | New |
| Sapient Capital LLC | 22,438 | $572.2K | 0.01% | −829−3.6% | Reduced |
| Truist Financial Corp | 23,628 | $592.6K | 0.00% | −8,745−27.0% | Reduced |
| NBC Securities, Inc. | 25,212 | $632.0K | 0.06% | −134−0.5% | Reduced |
| Wedbush Securities Inc | 25,310 | $635.0K | 0.02% | +2,591+11.4% | Added |
| Private Advisor Group, LLC | 25,856 | $648.5K | 0.00% | +7,376+39.9% | Added |
| First Trust Advisors LP | 27,936 | $700.6K | 0.00% | +9,484+51.4% | Added |
| The PNC Financial Services Group, Inc. | 30,529 | $765.7K | 0.00% | +14,599+91.6% | Added |
| Two Sigma Investments, LP | 32,143 | $806.1K | 0.00% | +32,143 | New |
| Great Valley Advisor Group, Inc. | 32,384 | $812.0K | 0.02% | −1,159−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 31,929 | $817.1K | 0.01% | −9,149−22.3% | Reduced |
| Pacitti Group Inc. | 35,537 | $902.2K | 0.47% | −64−0.2% | Reduced |
| Cetera Investment Advisers | 36,480 | $914.9K | 0.00% | −8,230−18.4% | Reduced |
| GWM Advisors LLC | 40,396 | $1.01M | 0.01% | +6,022+17.5% | Added |
| Susquehanna International Group, LLP | 44,271 | $1.11M | 0.00% | +35,145+385.1% | Added |
| Schnieders Capital Management LLC | 54,235 | $1.36M | 0.27% | −13,936−20.4% | Reduced |
| MONECO Advisors, LLC | 66,315 | $1.66M | 0.24% | −6,546−9.0% | Reduced |
| D.A. Davidson & Co. | 84,462 | $2.12M | 0.02% | −1,466−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 86,215 | $2.16M | 0.00% | −1,654−1.9% | Reduced |
| Ionic Capital Management LLC | 87,560 | $2.20M | 1.15% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 109,920 | $2.76M | 0.97% | +41,027+59.6% | Added |
| CNH Partners LLC | 113,063 | $2.82M | 0.07% | +94,932+523.6% | Added |
| Axxcess Wealth Management, LLC | 112,903 | $2.83M | 0.08% | −11,243−9.1% | Reduced |
| Arete Wealth Advisors, LLC | 117,077 | $2.93M | 0.24% | −221−0.2% | Reduced |
| Raymond James & Associates | 126,085 | $3.16M | 0.00% | −2,988−2.3% | Reduced |