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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 30,830 | $833.9K | 0.01% | +51+0.2% | Added |
| Great Valley Advisor Group, Inc. | 33,187 | $897.7K | 0.02% | −558−1.7% | Reduced |
| Cetera Investment Advisers | 33,562 | $907.8K | 0.00% | −1,186−3.4% | Reduced |
| First Trust Advisors LP | 33,782 | $913.8K | 0.00% | +274+0.8% | Added |
| Dakota Wealth Management | 35,950 | $972.4K | 0.02% | +1,795+5.3% | Added |
| Advisors Asset Management, Inc. | 37,426 | $1.01M | 0.02% | +19,099+104.2% | Added |
| GWM Advisors LLC | 37,431 | $1.01M | 0.01% | +210+0.6% | Added |
| Absolute Investment Advisers LLC | 46,255 | $1.25M | 0.16% | +46,255 | New |
| The PNC Financial Services Group, Inc. | 49,235 | $1.33M | 0.00% | +3,040+6.6% | Added |
| Schnieders Capital Management LLC | 49,985 | $1.35M | 0.27% | −750−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 55,458 | $1.50M | 0.04% | +1,794+3.3% | Added |
| MONECO Advisors, LLC | 68,495 | $1.85M | 0.20% | −641−0.9% | Reduced |
| Ionic Capital Management LLC | 74,146 | $2.01M | 1.98% | −27,586−27.1% | Reduced |
| Commonwealth Equity Services, LLC | 82,519 | $2.23M | 0.00% | −1,813−2.1% | Reduced |
| D.A. Davidson & Co. | 86,103 | $2.33M | 0.02% | +2,451+2.9% | Added |
| Wolverine Asset Management LLC | 87,801 | $2.38M | 0.04% | −147,839−62.7% | Reduced |
| Landscape Capital Management, L.L.C. | 111,641 | $3.02M | 0.32% | −140,156−55.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 117,169 | $3.17M | 1.02% | +3,468+3.1% | Added |
| Arete Wealth Advisors, LLC | 120,979 | $3.28M | 0.24% | −219−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 165,721 | $4.48M | 0.24% | −33,548−16.8% | Reduced |
| Ameriprise Financial Inc | 177,530 | $4.80M | 0.00% | −4,682−2.6% | Reduced |
| Shaker Financial Services, LLC | 178,663 | $4.83M | 1.85% | −105,485−37.1% | Reduced |
| Advisor Group Holdings, Inc. | 186,507 | $5.05M | 0.01% | +10,561+6.0% | Added |
| CNH Partners LLC | 214,012 | $5.79M | 0.14% | +33,317+18.4% | Added |
| Janney Montgomery Scott LLC | 267,573 | $7.24M | 0.02% | −7,069−2.6% | Reduced |
| HighTower Advisors, LLC | 287,426 | $7.77M | 0.01% | +19,407+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 287,681 | $7.78M | 0.01% | +101,821+54.8% | Added |
| Guggenheim Capital LLC | 351,274 | $9.50M | 0.08% | +40,240+12.9% | Added |
| Raymond James Financial Inc | 381,461 | $10.3M | 0.00% | +381,461 | New |
| Bank of America Corp | 422,296 | $11.4M | 0.00% | +10,690+2.6% | Added |
| LPL Financial LLC | 505,872 | $13.7M | 0.01% | +2,668+0.5% | Added |
| 1607 Capital Partners, LLC | 644,987 | $17.4M | 1.40% | +172,132+36.4% | Added |
| Royal Bank of Canada | 718,095 | $19.4M | 0.00% | +17,249+2.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 758,622 | $20.5M | 0.49% | 00.0% | Unchanged |
| UBS Group AG | 780,879 | $21.1M | 0.00% | −43,220−5.2% | Reduced |
| Invesco Ltd. | 860,866 | $23.3M | 0.00% | +92,180+12.0% | Added |
| Wells Fargo & Company | 1,079,535 | $29.2M | 0.01% | +18,714+1.8% | Added |
| Cornerstone Advisors, LLC | 1,119,284 | $30.3M | 1.21% | −25,600−2.2% | Reduced |
| Morgan Stanley | 1,806,405 | $48.9M | 0.00% | +72,563+4.2% | Added |
| Karpus Management, Inc. | 1,842,824 | $49.8M | 1.47% | +102,072+5.9% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −124,977−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −43,444−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,696−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |