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, Q1 2025
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Mar 31, 2025. 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
- 141
- +2 vs. Q4 2024
- Shares held
- 14.8M
- −333.0K (−2.2%) vs. Q4 2024
- Total value
- $350.5M
- −$58.0M (−14.2%) vs. Q4 2024
- New holders
- 17
- 40 more added
- Sold out
- 15
- 42 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 1,815,285 | $43.1M | 1.40% | −27,539−1.5% | Reduced |
| Morgan Stanley | 1,777,288 | $42.2M | 0.00% | −29,117−1.6% | Reduced |
| Wells Fargo & Company | 1,150,265 | $27.3M | 0.01% | +70,730+6.6% | Added |
| Cornerstone Advisors, LLC | 923,669 | $21.9M | 0.94% | −195,615−17.5% | Reduced |
| Invesco Ltd. | 814,687 | $19.3M | 0.00% | −46,179−5.4% | Reduced |
| UBS Group AG | 809,701 | $19.2M | 0.00% | +28,822+3.7% | Added |
| Royal Bank of Canada | 739,529 | $17.6M | 0.00% | +21,434+3.0% | Added |
| 1607 Capital Partners, LLC | 516,931 | $12.3M | 0.99% | −128,056−19.9% | Reduced |
| LPL Financial LLC | 470,591 | $11.2M | 0.00% | −35,281−7.0% | Reduced |
| Bank of America Corp | 466,350 | $11.1M | 0.00% | +44,054+10.4% | Added |
| Allspring Global Investments Holdings, LLC | 418,318 | $9.94M | 0.02% | +130,637+45.4% | Added |
| Raymond James Financial Inc | 379,506 | $9.01M | 0.00% | −1,955−0.5% | Reduced |
| Guggenheim Capital LLC | 352,014 | $8.36M | 0.08% | +740+0.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 301,101 | $7.15M | 0.17% | −457,521−60.3% | Reduced |
| HighTower Advisors, LLC | 290,922 | $6.91M | 0.01% | +3,496+1.2% | Added |
| Ameriprise Financial Inc | 268,486 | $6.38M | 0.00% | +90,956+51.2% | Added |
| Janney Montgomery Scott LLC | 264,055 | $6.27M | 0.02% | −3,518−1.3% | Reduced |
| Shaker Financial Services, LLC | 220,010 | $5.35M | 2.08% | +41,347+23.1% | Added |
| CNH Partners LLC | 212,780 | $4.94M | 0.12% | −1,232−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 176,536 | $4.19M | 0.01% | −9,971−5.3% | Reduced |
| Flagship Harbor Advisors, LLC | 165,259 | $3.92M | 0.21% | −462−0.3% | Reduced |
| Wolverine Asset Management LLC | 130,332 | $3.10M | 0.06% | +42,531+48.4% | Added |
| Arete Wealth Advisors, LLC | 121,892 | $2.90M | 0.22% | +913+0.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 111,162 | $2.64M | 0.90% | −6,007−5.1% | Reduced |
| D.A. Davidson & Co. | 84,917 | $2.02M | 0.02% | −1,186−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 80,846 | $1.92M | 0.00% | −1,673−2.0% | Reduced |
| Advisors Asset Management, Inc. | 79,481 | $1.89M | 0.04% | +42,055+112.4% | Added |
| Ionic Capital Management LLC | 74,146 | $1.76M | 2.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 72,801 | $1.73M | 0.15% | −38,840−34.8% | Reduced |
| MONECO Advisors, LLC | 67,877 | $1.61M | 0.17% | −618−0.9% | Reduced |
| Cypress Capital Management LLC (WY) | 64,304 | $1.56M | 1.87% | +64,304 | New |
| NBC Securities, Inc. | 55,147 | $1.31M | 0.11% | +55,120+204,148.1% | Added |
| The PNC Financial Services Group, Inc. | 49,518 | $1.18M | 0.00% | +283+0.6% | Added |
| Axxcess Wealth Management, LLC | 49,093 | $1.17M | 0.03% | −6,365−11.5% | Reduced |
| Schnieders Capital Management LLC | 45,895 | $1.09M | 0.23% | −4,090−8.2% | Reduced |
| GWM Advisors LLC | 39,013 | $926.6K | 0.01% | +1,582+4.2% | Added |
| Dakota Wealth Management | 37,110 | $881.4K | 0.02% | +1,160+3.2% | Added |
| Cetera Investment Advisers | 34,036 | $808.3K | 0.00% | +474+1.4% | Added |
| First Trust Advisors LP | 33,560 | $797.0K | 0.00% | −222−0.7% | Reduced |
| Polar Asset Management Partners Inc. | 32,549 | $773.0K | 0.03% | +32,549 | New |
| Absolute Investment Advisers LLC | 32,313 | $767.4K | 0.11% | −13,942−30.1% | Reduced |
| Atria Wealth Solutions, Inc. | 30,341 | $737.5K | 0.01% | −489−1.6% | Reduced |
| Readystate Asset Management LP | 27,468 | $652.4K | 0.03% | +27,468 | New |
| Arkadios Wealth Advisors | 26,289 | $624.4K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 25,384 | $602.9K | 0.01% | −7,803−23.5% | Reduced |
| Fisher Asset Management, LLC | 24,655 | $585.6K | 0.00% | +24,655 | New |
| MGB Wealth Management, LLC | 22,000 | $558.8K | 0.20% | +11,000+100.0% | Added |
| Stratos Wealth Partners, LTD. | 23,421 | $556.3K | 0.01% | +170+0.7% | Added |
| Sapient Capital LLC | 22,438 | $545.5K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,000 | $525.9K | 0.00% | +9,993+83.2% | Added |
| Huntleigh Advisors, Inc. | 21,179 | $503.0K | 0.08% | −440−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,756 | $469.0K | 0.00% | −250−1.2% | Reduced |
| Wedbush Securities Inc | 19,751 | $469.0K | 0.02% | 00.0% | Unchanged |
| Alteri Wealth LLC | 19,613 | $465.8K | 0.20% | −950−4.6% | Reduced |
| Mercer Global Advisors Inc | 19,445 | $461.8K | 0.00% | +3,191+19.6% | Added |
| Mutual Advisors, LLC | 19,324 | $455.9K | 0.01% | −721−3.6% | Reduced |
| Susquehanna International Group, LLP | 18,936 | $449.7K | 0.00% | −1,677−8.1% | Reduced |
| Quarry LP | 18,754 | $445.4K | 0.11% | −8,092−30.1% | Reduced |
| National Asset Management, Inc. | 18,232 | $433.0K | 0.01% | +50+0.3% | Added |
| Private Advisor Group, LLC | 18,084 | $429.5K | 0.00% | −8,529−32.0% | Reduced |
| Truist Financial Corp | 18,055 | $428.8K | 0.00% | −1,432−7.3% | Reduced |
| Davenport & Co LLC | 17,500 | $415.6K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 17,157 | $407.5K | 0.27% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,784 | $398.6K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,669 | $397.1K | 0.04% | −13,315−44.4% | Reduced |
| Envestnet Asset Management Inc | 16,437 | $390.4K | 0.00% | +3,605+28.1% | Added |
| Lindbrook Capital, LLC | 15,390 | $365.5K | 0.03% | +2,633+20.6% | Added |
| Sanctuary Advisors, LLC | 14,229 | $337.9K | 0.00% | +135+1.0% | Added |
| Moors & Cabot, Inc. | 13,814 | $328.1K | 0.02% | −1,523−9.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,812 | $328.0K | 0.02% | −1,098−7.4% | Reduced |
| International Assets Investment Management, LLC | 13,472 | $320.0K | 0.03% | −500−3.6% | Reduced |
| Aviance Capital Partners, LLC | 13,409 | $318.5K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 13,344 | $316.9K | 0.02% | +492+3.8% | Added |
| Virtu Financial LLC | 13,151 | $312.0K | 0.02% | +13,151 | New |
| Comerica Bank | 12,685 | $301.3K | 0.00% | −98−0.8% | Reduced |
| Diversified Enterprises, LLC | 12,338 | $293.0K | 0.02% | −41−0.3% | Reduced |
| Walleye Capital LLC | 12,333 | $292.9K | 0.00% | +12,333 | New |
| J.W. Cole Advisors, Inc. | 12,168 | $289.0K | 0.01% | +70+0.6% | Added |
| Goldman Sachs Group Inc | 12,006 | $285.1K | 0.00% | +1,200+11.1% | Added |
| Diversify Advisory Services, LLC | 11,795 | $280.8K | 0.02% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 11,821 | $280.8K | 0.21% | +2,946+33.2% | Added |
| Mariner, LLC | 11,143 | $264.6K | 0.00% | +97+0.9% | Added |
| Stifel Financial Corp | 11,058 | $262.6K | 0.00% | −4,057−26.8% | Reduced |
| TriaGen Wealth Management LLC | 10,951 | $260.1K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,612 | $252.0K | 0.00% | +1,234+13.2% | Added |
| Register Financial Advisors LLC | 10,115 | $240.2K | 0.13% | −350−3.3% | Reduced |
| Bay Capital Advisors, LLC | 9,950 | $236.3K | 0.20% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,361 | $221.9K | 0.00% | +1,944+26.2% | Added |
| Jacobi Capital Management LLC | 9,251 | $219.7K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,200 | $218.5K | 0.04% | +9,200 | New |
| Left Brain Wealth Management, LLC | 9,082 | $215.7K | 0.09% | +1,445+18.9% | Added |
| WealthShield Partners, LLC | 8,792 | $213.6K | 0.03% | +175+2.0% | Added |
| Sovran Advisors, LLC | 9,242 | $206.8K | 0.03% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 8,700 | $206.6K | 0.07% | −6,600−43.1% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $200.8K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 7,817 | $185.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,901 | $164.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,492 | $128.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $128.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 4,318 | $102.6K | 0.04% | 00.0% | Unchanged |