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, Q3 2024
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Sep 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
- 128
- +7 vs. Q2 2024
- Shares held
- 15.3M
- +1.20M (+8.5%) vs. Q2 2024
- Total value
- $388.7M
- +$36.1M (+10.2%) vs. Q2 2024
- New holders
- 14
- 40 more added
- Sold out
- 7
- 42 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2 | $50 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 8 | $201 | 0.00% | +8 | New |
| PSI Advisors, LLC | 30 | $741 | 0.00% | +1+3.4% | Added |
| Harbour Investments, Inc. | 100 | $2.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 121 | $3.00K | 0.00% | +17+16.3% | Added |
| Anchor Investment Management, LLC | 200 | $5.02K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $7.54K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 300 | $7.54K | 0.00% | +300 | New |
| Spire Wealth Management | 352 | $8.84K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 369 | $9.26K | 0.00% | +6+1.7% | Added |
| DiNuzzo Private Wealth, Inc. | 375 | $9.42K | 0.00% | +375 | New |
| Salomon & Ludwin, LLC | 491 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $12.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 575 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 625 | $15.5K | 0.00% | +400+177.8% | Added |
| Huntington National Bank | – | $17.6K | 0.00% | – | – |
| Goodman Advisory Group, LLC | 919 | $23.1K | 0.01% | +919 | New |
| Deutsche Bank AG | 995 | $25.0K | 0.00% | +16+1.6% | Added |
| Clearstead Advisors, LLC | 1,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $27.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,262 | $31.7K | 0.00% | −213−14.4% | Reduced |
| CoreFirst Bank & Trust | 1,316 | $33.1K | 0.02% | +1,316 | New |
| Private Trust Co NA | 1,500 | $37.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,688 | $42.4K | 0.01% | −472−21.9% | Reduced |
| CoreCap Advisors, LLC | 1,709 | $42.9K | 0.00% | +1,709 | New |
| Sunbelt Securities, Inc. | 1,834 | $46.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,290 | $57.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,676 | $66.5K | 0.00% | −2,805−51.2% | Reduced |
| Hexagon Capital Partners LLC | 2,766 | $69.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,774 | $69.7K | 0.00% | +151+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,360 | $84.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,800 | $95.0K | 0.05% | +3,800 | New |
| Caitlin John, LLC | 3,936 | $103.5K | 0.07% | +115+3.0% | Added |
| Main Street Group, LTD | 4,318 | $108.5K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,536 | $113.9K | 0.03% | +4,536 | New |
| Capital Analysts, LLC | 5,404 | $136.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,843 | $146.8K | 0.00% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 8,150 | $205.0K | 0.10% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,182 | $205.5K | 0.01% | −402−4.7% | Reduced |
| US Bancorp | 8,219 | $206.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,275 | $207.9K | 0.00% | −563−6.4% | Reduced |
| PFG Investments, LLC | 8,449 | $212.2K | 0.01% | +30.0% | Added |
| Cornerstone Wealth Group, LLC | 8,453 | $212.3K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,972 | $225.4K | 0.02% | +122+1.4% | Added |
| Arkadios Wealth Advisors | 9,132 | $229.4K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,266 | $236.5K | 0.03% | −60−0.6% | Reduced |
| Merit Financial Group, LLC | 9,908 | $248.9K | 0.01% | +624+6.7% | Added |
| Rockefeller Capital Management L.P. | 10,017 | $251.7K | 0.00% | −3,120−23.7% | Reduced |
| Envestnet Asset Management Inc | 10,207 | $256.4K | 0.00% | +78+0.8% | Added |
| Register Financial Advisors LLC | 10,454 | $262.6K | 0.13% | +12+0.1% | Added |
| Goldman Sachs Group Inc | 10,806 | $271.4K | 0.00% | +10,806 | New |
| TriaGen Wealth Management LLC | 10,951 | $275.1K | 0.09% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,000 | $276.3K | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,207 | $282.4K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 11,700 | $293.9K | 0.09% | +11,700 | New |
| J.W. Cole Advisors, Inc. | 12,179 | $305.9K | 0.01% | +200+1.7% | Added |
| Millennium Management LLC | 12,329 | $309.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,512 | $314.3K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 12,705 | $319.1K | 0.04% | −143−1.1% | Reduced |
| Diversified Enterprises, LLC | 12,705 | $319.1K | 0.04% | +12,705 | New |
| Comerica Bank | 12,780 | $321.0K | 0.00% | −12−0.1% | Reduced |
| Financial Advocates Investment Management | 12,852 | $322.8K | 0.02% | −493−3.7% | Reduced |
| Aviance Capital Partners, LLC | 13,134 | $329.9K | 0.04% | +120+0.9% | Added |
| Lindbrook Capital, LLC | 13,137 | $330.0K | 0.03% | −3,500−21.0% | Reduced |
| Diversify Advisory Services, LLC | 13,470 | $342.0K | 0.02% | +100+0.7% | Added |
| Mercer Global Advisors Inc | 13,803 | $345.1K | 0.00% | −3,275−19.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,295 | $354.5K | 0.03% | −3,660−20.4% | Reduced |
| Captrust Financial Advisors | 14,284 | $358.8K | 0.00% | −742−4.9% | Reduced |
| Stifel Financial Corp | 14,549 | $365.5K | 0.00% | −4,288−22.8% | Reduced |
| Walleye Capital LLC | 14,696 | $369.2K | 0.00% | +6,672+83.2% | Added |
| Cyndeo Wealth Partners, LLC | 14,910 | $374.5K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,318 | $384.8K | 0.02% | −366−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 16,733 | $420.3K | 0.01% | +2,624+18.6% | Added |
| Avory & Company, LLC | 17,157 | $431.0K | 0.26% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,500 | $439.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,222 | $458.0K | 0.00% | +441+2.5% | Added |
| Advisors Asset Management, Inc. | 18,327 | $460.4K | 0.01% | +18,327 | New |
| National Asset Management, Inc. | 18,264 | $461.7K | 0.01% | −1,365−7.0% | Reduced |
| Susquehanna International Group, LLP | 19,001 | $477.3K | 0.00% | −25,270−57.1% | Reduced |
| Wedbush Securities Inc | 19,738 | $496.0K | 0.02% | −5,572−22.0% | Reduced |
| Mutual Advisors, LLC | 19,954 | $504.6K | 0.01% | −1,197−5.7% | Reduced |
| Truist Financial Corp | 20,427 | $513.1K | 0.00% | −3,201−13.5% | Reduced |
| Sapient Capital LLC | 22,438 | $573.1K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,233 | $608.7K | 0.00% | −1,623−6.3% | Reduced |
| NBC Securities, Inc. | 25,050 | $629.0K | 0.05% | −162−0.6% | Reduced |
| Sanctuary Advisors, LLC | 25,536 | $660.9K | 0.00% | +2,020+8.6% | Added |
| Atria Wealth Solutions, Inc. | 30,779 | $786.2K | 0.01% | −1,150−3.6% | Reduced |
| First Trust Advisors LP | 33,508 | $841.7K | 0.00% | +5,572+19.9% | Added |
| Great Valley Advisor Group, Inc. | 33,745 | $847.2K | 0.02% | +1,361+4.2% | Added |
| Dakota Wealth Management | 34,155 | $858.0K | 0.02% | +14,525+74.0% | Added |
| Cetera Investment Advisers | 34,748 | $872.9K | 0.00% | −1,732−4.7% | Reduced |
| GWM Advisors LLC | 37,221 | $935.0K | 0.01% | −3,175−7.9% | Reduced |
| Two Sigma Investments, LP | 43,444 | $1.09M | 0.00% | +11,301+35.2% | Added |
| The PNC Financial Services Group, Inc. | 46,195 | $1.16M | 0.00% | +15,666+51.3% | Added |
| Schnieders Capital Management LLC | 50,735 | $1.27M | 0.24% | −3,500−6.5% | Reduced |
| Axxcess Wealth Management, LLC | 53,664 | $1.35M | 0.03% | −59,239−52.5% | Reduced |
| MONECO Advisors, LLC | 69,136 | $1.74M | 0.22% | +2,821+4.3% | Added |
| D.A. Davidson & Co. | 83,652 | $2.10M | 0.02% | −810−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 84,332 | $2.12M | 0.00% | −1,883−2.2% | Reduced |
| Ionic Capital Management LLC | 101,732 | $2.56M | 1.54% | +14,172+16.2% | Added |