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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 8 | $224 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 27 | $747 | 0.07% | −25,023−99.9% | Reduced |
| PSI Advisors, LLC | 31 | $826 | 0.00% | +1+3.3% | Added |
| Park Square Financial Group, LLC | 82 | $2.22K | 0.00% | +82 | New |
| Harbour Investments, Inc. | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 136 | $3.68K | 0.00% | +15+12.4% | Added |
| Wood Tarver Financial Group, LLC | 172 | $4.00K | 0.00% | +172 | New |
| Geneos Wealth Management Inc. | 157 | $4.25K | 0.00% | +157 | New |
| WPG Advisers, LLC | 161 | $4.36K | 0.00% | +161 | New |
| Anchor Investment Management, LLC | 200 | $5.41K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 210 | $5.68K | 0.00% | +210 | New |
| Vermillion Wealth Management, Inc. | 237 | $6.41K | 0.00% | +237 | New |
| Blue Bell Private Wealth Management, LLC | 270 | $7.30K | 0.00% | −30−10.0% | Reduced |
| Principal Securities, Inc. | 300 | $8.12K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 300 | $8.12K | 0.00% | +300 | New |
| Spire Wealth Management | 352 | $9.52K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 375 | $10.1K | 0.00% | +375 | New |
| Noble Wealth Management PBC | 375 | $10.1K | 0.01% | +375 | New |
| Hollencrest Capital Management | 383 | $10.3K | 0.00% | +14+3.8% | Added |
| Salomon & Ludwin, LLC | 491 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 525 | $14.2K | 0.00% | +525 | New |
| Coppell Advisory Solutions LLC | 625 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $19.0K | 0.00% | – | – |
| Clearstead Advisors, LLC | 1,000 | $27.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $29.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,262 | $34.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,316 | $35.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $40.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,688 | $45.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,700 | $46.0K | 0.00% | −9−0.5% | Reduced |
| Sunbelt Securities, Inc. | 1,834 | $49.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,290 | $61.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,503 | $67.7K | 0.00% | −271−9.8% | Reduced |
| TD Waterhouse Canada Inc. | 2,676 | $72.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,766 | $74.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,360 | $90.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4,017 | $108.7K | 0.07% | +81+2.1% | Added |
| Main Street Group, LTD | 4,318 | $116.8K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $146.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,492 | $152.4K | 0.00% | −351−6.0% | Reduced |
| CWM, LLC | 6,901 | $187.0K | 0.00% | +6,326+1,100.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,417 | $200.5K | 0.00% | +7,417 | New |
| Griffin Asset Management, Inc. | 7,587 | $205.2K | 0.02% | +7,587 | New |
| Left Brain Wealth Management, LLC | 7,637 | $206.6K | 0.08% | +7,637 | New |
| Hennion & Walsh Asset Management, Inc. | 7,790 | $210.7K | 0.01% | +7,790 | New |
| US Bancorp | 7,817 | $211.4K | 0.00% | −402−4.9% | Reduced |
| Next Level Private LLC | 7,930 | $214.5K | 0.09% | +7,930 | New |
| Atomi Financial Group, Inc. | 7,986 | $216.0K | 0.01% | −196−2.4% | Reduced |
| Aspen Investment Management Inc | 8,150 | $220.0K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,453 | $228.7K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 8,617 | $233.1K | 0.03% | −649−7.0% | Reduced |
| WealthTrust Asset Management, LLC | 8,875 | $240.1K | 0.17% | +8,875 | New |
| Sovran Advisors, LLC | 9,242 | $243.5K | 0.03% | +9,242 | New |
| Kestra Advisory Services, LLC | 9,028 | $244.2K | 0.00% | +9,028 | New |
| Jacobi Capital Management LLC | 9,251 | $250.2K | 0.02% | +279+3.1% | Added |
| Merit Financial Group, LLC | 9,378 | $253.7K | 0.00% | −530−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 9,793 | $264.9K | 0.00% | +1,518+18.3% | Added |
| Bay Capital Advisors, LLC | 9,950 | $269.1K | 0.22% | +9,950 | New |
| GWN Securities Inc. | 10,051 | $278.8K | 0.07% | +10,051 | New |
| Register Financial Advisors LLC | 10,465 | $283.1K | 0.14% | +11+0.1% | Added |
| Millennium Management LLC | 10,746 | $290.7K | 0.00% | −1,583−12.8% | Reduced |
| Goldman Sachs Group Inc | 10,806 | $292.3K | 0.00% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,951 | $296.2K | 0.10% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,000 | $297.6K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 11,046 | $298.8K | 0.00% | +11,046 | New |
| Diversify Advisory Services, LLC | 11,795 | $313.5K | 0.02% | −1,675−12.4% | Reduced |
| Pathstone Holdings, LLC | 12,007 | $324.8K | 0.00% | +800+7.1% | Added |
| J.W. Cole Advisors, Inc. | 12,098 | $327.3K | 0.01% | −81−0.7% | Reduced |
| Diversified Enterprises, LLC | 12,379 | $334.8K | 0.03% | −326−2.6% | Reduced |
| Lindbrook Capital, LLC | 12,757 | $345.1K | 0.03% | −380−2.9% | Reduced |
| Comerica Bank | 12,783 | $345.8K | 0.00% | +30.0% | Added |
| Envestnet Asset Management Inc | 12,832 | $347.1K | 0.00% | +2,625+25.7% | Added |
| Financial Advocates Investment Management | 12,852 | $347.6K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,409 | $362.7K | 0.05% | +275+2.1% | Added |
| International Assets Investment Management, LLC | 13,972 | $375.4K | 0.03% | −357,062−96.2% | Reduced |
| Captrust Financial Advisors | 14,134 | $382.3K | 0.00% | −150−1.1% | Reduced |
| Sanctuary Advisors, LLC | 14,094 | $385.1K | 0.00% | −11,442−44.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,910 | $403.3K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,115 | $408.9K | 0.00% | +566+3.9% | Added |
| Quantedge Capital Pte Ltd | 15,300 | $413.9K | 0.15% | +3,600+30.8% | Added |
| Moors & Cabot, Inc. | 15,337 | $414.9K | 0.02% | +19+0.1% | Added |
| Mercer Global Advisors Inc | 16,254 | $439.7K | 0.00% | +2,451+17.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,784 | $454.0K | 0.09% | +12,248+270.0% | Added |
| Avory & Company, LLC | 17,157 | $464.1K | 0.26% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,500 | $473.4K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,182 | $492.2K | 0.02% | −82−0.4% | Reduced |
| Truist Financial Corp | 19,487 | $527.1K | 0.00% | −940−4.6% | Reduced |
| Wedbush Securities Inc | 19,751 | $534.0K | 0.02% | +13+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,006 | $541.0K | 0.00% | +1,784+9.8% | Added |
| Mutual Advisors, LLC | 20,045 | $542.2K | 0.02% | +91+0.5% | Added |
| Alteri Wealth LLC | 20,563 | $556.2K | 0.15% | +20,563 | New |
| Susquehanna International Group, LLP | 20,613 | $557.6K | 0.00% | +1,612+8.5% | Added |
| Huntleigh Advisors, Inc. | 21,619 | $584.8K | 0.13% | +21,619 | New |
| Sapient Capital LLC | 22,438 | $606.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 23,251 | $629.0K | 0.01% | +6,518+39.0% | Added |
| Arkadios Wealth Advisors | 26,289 | $711.1K | 0.04% | +17,157+187.9% | Added |
| Private Advisor Group, LLC | 26,613 | $719.9K | 0.00% | +2,380+9.8% | Added |
| Quarry LP | 26,846 | $726.2K | 0.14% | +26,846 | New |
| Kingswood Wealth Advisors, LLC | 29,984 | $811.1K | 0.06% | +15,689+109.8% | Added |