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, Q4 2024
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Dec 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
- 140
- +16 vs. Q3 2024
- Shares held
- 15.1M
- +248.6K (+1.7%) vs. Q3 2024
- Total value
- $408.6M
- +$29.8M (+7.9%) vs. Q3 2024
- New holders
- 26
- 47 more added
- Sold out
- 10
- 34 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 1,842,824 | $49.8M | 1.47% | +102,072+5.9% | Added |
| Morgan Stanley | 1,806,405 | $48.9M | 0.00% | +72,563+4.2% | Added |
| Cornerstone Advisors, LLC | 1,119,284 | $30.3M | 1.21% | −25,600−2.2% | Reduced |
| Wells Fargo & Company | 1,079,535 | $29.2M | 0.01% | +18,714+1.8% | Added |
| Invesco Ltd. | 860,866 | $23.3M | 0.00% | +92,180+12.0% | Added |
| UBS Group AG | 780,879 | $21.1M | 0.00% | −43,220−5.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 758,622 | $20.5M | 0.49% | 00.0% | Unchanged |
| Royal Bank of Canada | 718,095 | $19.4M | 0.00% | +17,249+2.5% | Added |
| 1607 Capital Partners, LLC | 644,987 | $17.4M | 1.40% | +172,132+36.4% | Added |
| LPL Financial LLC | 505,872 | $13.7M | 0.01% | +2,668+0.5% | Added |
| Bank of America Corp | 422,296 | $11.4M | 0.00% | +10,690+2.6% | Added |
| Raymond James Financial Inc | 381,461 | $10.3M | 0.00% | +381,461 | New |
| Guggenheim Capital LLC | 351,274 | $9.50M | 0.08% | +40,240+12.9% | Added |
| Allspring Global Investments Holdings, LLC | 287,681 | $7.78M | 0.01% | +101,821+54.8% | Added |
| HighTower Advisors, LLC | 287,426 | $7.77M | 0.01% | +19,407+7.2% | Added |
| Janney Montgomery Scott LLC | 267,573 | $7.24M | 0.02% | −7,069−2.6% | Reduced |
| CNH Partners LLC | 214,012 | $5.79M | 0.14% | +33,317+18.4% | Added |
| Advisor Group Holdings, Inc. | 186,507 | $5.05M | 0.01% | +10,561+6.0% | Added |
| Shaker Financial Services, LLC | 178,663 | $4.83M | 1.85% | −105,485−37.1% | Reduced |
| Ameriprise Financial Inc | 177,530 | $4.80M | 0.00% | −4,682−2.6% | Reduced |
| Flagship Harbor Advisors, LLC | 165,721 | $4.48M | 0.24% | −33,548−16.8% | Reduced |
| Arete Wealth Advisors, LLC | 120,979 | $3.28M | 0.24% | −219−0.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 117,169 | $3.17M | 1.02% | +3,468+3.1% | Added |
| Landscape Capital Management, L.L.C. | 111,641 | $3.02M | 0.32% | −140,156−55.7% | Reduced |
| Wolverine Asset Management LLC | 87,801 | $2.38M | 0.04% | −147,839−62.7% | Reduced |
| D.A. Davidson & Co. | 86,103 | $2.33M | 0.02% | +2,451+2.9% | Added |
| Commonwealth Equity Services, LLC | 82,519 | $2.23M | 0.00% | −1,813−2.1% | Reduced |
| Ionic Capital Management LLC | 74,146 | $2.01M | 1.98% | −27,586−27.1% | Reduced |
| MONECO Advisors, LLC | 68,495 | $1.85M | 0.20% | −641−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 55,458 | $1.50M | 0.04% | +1,794+3.3% | Added |
| Schnieders Capital Management LLC | 49,985 | $1.35M | 0.27% | −750−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 49,235 | $1.33M | 0.00% | +3,040+6.6% | Added |
| Absolute Investment Advisers LLC | 46,255 | $1.25M | 0.16% | +46,255 | New |
| GWM Advisors LLC | 37,431 | $1.01M | 0.01% | +210+0.6% | Added |
| Advisors Asset Management, Inc. | 37,426 | $1.01M | 0.02% | +19,099+104.2% | Added |
| Dakota Wealth Management | 35,950 | $972.4K | 0.02% | +1,795+5.3% | Added |
| First Trust Advisors LP | 33,782 | $913.8K | 0.00% | +274+0.8% | Added |
| Cetera Investment Advisers | 33,562 | $907.8K | 0.00% | −1,186−3.4% | Reduced |
| Great Valley Advisor Group, Inc. | 33,187 | $897.7K | 0.02% | −558−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 30,830 | $833.9K | 0.01% | +51+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 29,984 | $811.1K | 0.06% | +15,689+109.8% | Added |
| Quarry LP | 26,846 | $726.2K | 0.14% | +26,846 | New |
| Private Advisor Group, LLC | 26,613 | $719.9K | 0.00% | +2,380+9.8% | Added |
| Arkadios Wealth Advisors | 26,289 | $711.1K | 0.04% | +17,157+187.9% | Added |
| Stratos Wealth Partners, LTD. | 23,251 | $629.0K | 0.01% | +6,518+39.0% | Added |
| Sapient Capital LLC | 22,438 | $606.9K | 0.01% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 21,619 | $584.8K | 0.13% | +21,619 | New |
| Susquehanna International Group, LLP | 20,613 | $557.6K | 0.00% | +1,612+8.5% | Added |
| Alteri Wealth LLC | 20,563 | $556.2K | 0.15% | +20,563 | New |
| Mutual Advisors, LLC | 20,045 | $542.2K | 0.02% | +91+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,006 | $541.0K | 0.00% | +1,784+9.8% | Added |
| Wedbush Securities Inc | 19,751 | $534.0K | 0.02% | +13+0.1% | Added |
| Truist Financial Corp | 19,487 | $527.1K | 0.00% | −940−4.6% | Reduced |
| National Asset Management, Inc. | 18,182 | $492.2K | 0.02% | −82−0.4% | Reduced |
| Davenport & Co LLC | 17,500 | $473.4K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 17,157 | $464.1K | 0.26% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,784 | $454.0K | 0.09% | +12,248+270.0% | Added |
| Mercer Global Advisors Inc | 16,254 | $439.7K | 0.00% | +2,451+17.8% | Added |
| Moors & Cabot, Inc. | 15,337 | $414.9K | 0.02% | +19+0.1% | Added |
| Quantedge Capital Pte Ltd | 15,300 | $413.9K | 0.15% | +3,600+30.8% | Added |
| Stifel Financial Corp | 15,115 | $408.9K | 0.00% | +566+3.9% | Added |
| Cyndeo Wealth Partners, LLC | 14,910 | $403.3K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,094 | $385.1K | 0.00% | −11,442−44.8% | Reduced |
| Captrust Financial Advisors | 14,134 | $382.3K | 0.00% | −150−1.1% | Reduced |
| International Assets Investment Management, LLC | 13,972 | $375.4K | 0.03% | −357,062−96.2% | Reduced |
| Aviance Capital Partners, LLC | 13,409 | $362.7K | 0.05% | +275+2.1% | Added |
| Financial Advocates Investment Management | 12,852 | $347.6K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,832 | $347.1K | 0.00% | +2,625+25.7% | Added |
| Comerica Bank | 12,783 | $345.8K | 0.00% | +30.0% | Added |
| Lindbrook Capital, LLC | 12,757 | $345.1K | 0.03% | −380−2.9% | Reduced |
| Diversified Enterprises, LLC | 12,379 | $334.8K | 0.03% | −326−2.6% | Reduced |
| J.W. Cole Advisors, Inc. | 12,098 | $327.3K | 0.01% | −81−0.7% | Reduced |
| Pathstone Holdings, LLC | 12,007 | $324.8K | 0.00% | +800+7.1% | Added |
| Diversify Advisory Services, LLC | 11,795 | $313.5K | 0.02% | −1,675−12.4% | Reduced |
| Mariner, LLC | 11,046 | $298.8K | 0.00% | +11,046 | New |
| MGB Wealth Management, LLC | 11,000 | $297.6K | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,951 | $296.2K | 0.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,806 | $292.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,746 | $290.7K | 0.00% | −1,583−12.8% | Reduced |
| Register Financial Advisors LLC | 10,465 | $283.1K | 0.14% | +11+0.1% | Added |
| GWN Securities Inc. | 10,051 | $278.8K | 0.07% | +10,051 | New |
| Bay Capital Advisors, LLC | 9,950 | $269.1K | 0.22% | +9,950 | New |
| Avantax Advisory Services, Inc. | 9,793 | $264.9K | 0.00% | +1,518+18.3% | Added |
| Merit Financial Group, LLC | 9,378 | $253.7K | 0.00% | −530−5.3% | Reduced |
| Jacobi Capital Management LLC | 9,251 | $250.2K | 0.02% | +279+3.1% | Added |
| Kestra Advisory Services, LLC | 9,028 | $244.2K | 0.00% | +9,028 | New |
| Sovran Advisors, LLC | 9,242 | $243.5K | 0.03% | +9,242 | New |
| WealthTrust Asset Management, LLC | 8,875 | $240.1K | 0.17% | +8,875 | New |
| WealthShield Partners, LLC | 8,617 | $233.1K | 0.03% | −649−7.0% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $228.7K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 8,150 | $220.0K | 0.10% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,986 | $216.0K | 0.01% | −196−2.4% | Reduced |
| Next Level Private LLC | 7,930 | $214.5K | 0.09% | +7,930 | New |
| US Bancorp | 7,817 | $211.4K | 0.00% | −402−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,790 | $210.7K | 0.01% | +7,790 | New |
| Left Brain Wealth Management, LLC | 7,637 | $206.6K | 0.08% | +7,637 | New |
| Griffin Asset Management, Inc. | 7,587 | $205.2K | 0.02% | +7,587 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,417 | $200.5K | 0.00% | +7,417 | New |
| CWM, LLC | 6,901 | $187.0K | 0.00% | +6,326+1,100.2% | Added |
| Allworth Financial LP | 5,492 | $152.4K | 0.00% | −351−6.0% | Reduced |