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 |
|---|---|---|---|---|---|
| Logan Stone Capital, LLC | 132,935 | $3.33M | 0.86% | +110,822+501.2% | Added |
| Ameriprise Financial Inc | 176,204 | $4.42M | 0.00% | −42,891−19.6% | Reduced |
| Advisor Group Holdings, Inc. | 185,070 | $4.64M | 0.01% | −40,169−17.8% | Reduced |
| Wolverine Asset Management LLC | 198,133 | $4.97M | 0.09% | +4,594+2.4% | Added |
| Flagship Harbor Advisors, LLC | 200,382 | $5.03M | 0.30% | +6,468+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 228,243 | $5.72M | 0.01% | −30,389−11.7% | Reduced |
| Shaker Financial Services, LLC | 234,152 | $5.96M | 2.41% | +4,254+1.9% | Added |
| HighTower Advisors, LLC | 248,834 | $6.24M | 0.01% | +95,655+62.4% | Added |
| Landscape Capital Management, L.L.C. | 253,073 | $6.35M | 0.54% | −15,092−5.6% | Reduced |
| Janney Montgomery Scott LLC | 293,559 | $7.36M | 0.02% | −46,260−13.6% | Reduced |
| Guggenheim Capital LLC | 333,321 | $8.36M | 0.06% | +15,037+4.7% | Added |
| Bank of America Corp | 458,692 | $11.5M | 0.00% | −118,560−20.5% | Reduced |
| LPL Financial LLC | 484,862 | $12.2M | 0.01% | +82,373+20.5% | Added |
| 1607 Capital Partners, LLC | 498,726 | $12.5M | 1.12% | +113,375+29.4% | Added |
| Invesco Ltd. | 699,268 | $17.5M | 0.00% | +79,262+12.8% | Added |
| Royal Bank of Canada | 725,216 | $18.2M | 0.00% | −25,331−3.4% | Reduced |
| UBS Group AG | 840,371 | $21.1M | 0.01% | −8,547−1.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $21.3M | 0.50% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,046,694 | $26.3M | 0.01% | +7,688+0.7% | Added |
| Karpus Management, Inc. | 1,081,038 | $27.1M | 0.76% | +522,435+93.5% | Added |
| Cornerstone Advisors, LLC | 1,144,884 | $28.7M | 1.17% | 00.0% | Unchanged |
| Morgan Stanley | 1,729,150 | $43.4M | 0.00% | +28,092+1.7% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,766−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −13,612−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −8,858−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Retirement Group, LLC | – | – | – | – | Not filed |