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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 8 | $197 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14 | $339 | 0.00% | +14 | New |
| Park Square Financial Group, LLC | 82 | $1.95K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 94 | $2.23K | 0.00% | −67−41.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $3.43K | 0.00% | +150 | New |
| Financial Management Professionals, Inc. | 155 | $3.68K | 0.00% | +19+14.0% | Added |
| Wood Tarver Financial Group, LLC | 172 | $4.08K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $4.75K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 210 | $4.99K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 221 | $5.25K | 0.00% | +221 | New |
| Vermillion Wealth Management, Inc. | 237 | $5.63K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 270 | $6.41K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 300 | $7.13K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $8.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $8.36K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 375 | $8.91K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 383 | $9.09K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $9.50K | 0.01% | +400 | New |
| Salomon & Ludwin, LLC | 491 | $11.7K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 525 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 658 | $15.6K | 0.00% | +658 | New |
| Huntington National Bank | – | $16.7K | 0.00% | – | – |
| Toronto Dominion Bank | 723 | $17.2K | 0.00% | +723 | New |
| Geneos Wealth Management Inc. | 780 | $18.5K | 0.00% | +623+396.8% | Added |
| Clearstead Advisors, LLC | 1,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,080 | $25.6K | 0.00% | +980+980.0% | Added |
| Key Financial Inc | 1,104 | $26.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,262 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $35.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,688 | $40.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,834 | $43.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,061 | $48.9K | 0.00% | +2,061 | New |
| CoreCap Advisors, LLC | 2,224 | $52.8K | 0.00% | +524+30.8% | Added |
| Eastern Bank | 2,293 | $54.5K | 0.00% | +2,293 | New |
| TD Waterhouse Canada Inc. | 2,676 | $63.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,766 | $65.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,015 | $71.6K | 0.00% | +512+20.5% | Added |
| FNY Investment Advisers, LLC | 3,800 | $90.0K | 0.05% | +3,800 | New |
| Kestra Advisory Services, LLC | 4,106 | $97.5K | 0.00% | −4,922−54.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,229 | $100.4K | 0.00% | +869+25.9% | Added |
| Main Street Group, LTD | 4,318 | $102.6K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $128.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,492 | $128.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,901 | $164.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,817 | $185.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,453 | $200.8K | 0.02% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 8,700 | $206.6K | 0.07% | −6,600−43.1% | Reduced |
| Sovran Advisors, LLC | 9,242 | $206.8K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 8,792 | $213.6K | 0.03% | +175+2.0% | Added |
| Left Brain Wealth Management, LLC | 9,082 | $215.7K | 0.09% | +1,445+18.9% | Added |
| Formidable Asset Management, LLC | 9,200 | $218.5K | 0.04% | +9,200 | New |
| Jacobi Capital Management LLC | 9,251 | $219.7K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,361 | $221.9K | 0.00% | +1,944+26.2% | Added |
| Bay Capital Advisors, LLC | 9,950 | $236.3K | 0.20% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 10,115 | $240.2K | 0.13% | −350−3.3% | Reduced |
| Merit Financial Group, LLC | 10,612 | $252.0K | 0.00% | +1,234+13.2% | Added |
| TriaGen Wealth Management LLC | 10,951 | $260.1K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,058 | $262.6K | 0.00% | −4,057−26.8% | Reduced |
| Mariner, LLC | 11,143 | $264.6K | 0.00% | +97+0.9% | Added |
| WealthTrust Asset Management, LLC | 11,821 | $280.8K | 0.21% | +2,946+33.2% | Added |
| Diversify Advisory Services, LLC | 11,795 | $280.8K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,006 | $285.1K | 0.00% | +1,200+11.1% | Added |
| J.W. Cole Advisors, Inc. | 12,168 | $289.0K | 0.01% | +70+0.6% | Added |
| Walleye Capital LLC | 12,333 | $292.9K | 0.00% | +12,333 | New |
| Diversified Enterprises, LLC | 12,338 | $293.0K | 0.02% | −41−0.3% | Reduced |
| Comerica Bank | 12,685 | $301.3K | 0.00% | −98−0.8% | Reduced |
| Virtu Financial LLC | 13,151 | $312.0K | 0.02% | +13,151 | New |
| Financial Advocates Investment Management | 13,344 | $316.9K | 0.02% | +492+3.8% | Added |
| Aviance Capital Partners, LLC | 13,409 | $318.5K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,472 | $320.0K | 0.03% | −500−3.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,812 | $328.0K | 0.02% | −1,098−7.4% | Reduced |
| Moors & Cabot, Inc. | 13,814 | $328.1K | 0.02% | −1,523−9.9% | Reduced |
| Sanctuary Advisors, LLC | 14,229 | $337.9K | 0.00% | +135+1.0% | Added |
| Lindbrook Capital, LLC | 15,390 | $365.5K | 0.03% | +2,633+20.6% | Added |
| Envestnet Asset Management Inc | 16,437 | $390.4K | 0.00% | +3,605+28.1% | Added |
| Kingswood Wealth Advisors, LLC | 16,669 | $397.1K | 0.04% | −13,315−44.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,784 | $398.6K | 0.07% | 00.0% | Unchanged |
| Avory & Company, LLC | 17,157 | $407.5K | 0.27% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,500 | $415.6K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 18,055 | $428.8K | 0.00% | −1,432−7.3% | Reduced |
| Private Advisor Group, LLC | 18,084 | $429.5K | 0.00% | −8,529−32.0% | Reduced |
| National Asset Management, Inc. | 18,232 | $433.0K | 0.01% | +50+0.3% | Added |
| Quarry LP | 18,754 | $445.4K | 0.11% | −8,092−30.1% | Reduced |
| Susquehanna International Group, LLP | 18,936 | $449.7K | 0.00% | −1,677−8.1% | Reduced |
| Mutual Advisors, LLC | 19,324 | $455.9K | 0.01% | −721−3.6% | Reduced |
| Mercer Global Advisors Inc | 19,445 | $461.8K | 0.00% | +3,191+19.6% | Added |
| Alteri Wealth LLC | 19,613 | $465.8K | 0.20% | −950−4.6% | 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 |
| Huntleigh Advisors, Inc. | 21,179 | $503.0K | 0.08% | −440−2.0% | Reduced |
| Pathstone Holdings, LLC | 22,000 | $525.9K | 0.00% | +9,993+83.2% | Added |
| Sapient Capital LLC | 22,438 | $545.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 23,421 | $556.3K | 0.01% | +170+0.7% | Added |
| MGB Wealth Management, LLC | 22,000 | $558.8K | 0.20% | +11,000+100.0% | Added |
| Fisher Asset Management, LLC | 24,655 | $585.6K | 0.00% | +24,655 | New |
| Great Valley Advisor Group, Inc. | 25,384 | $602.9K | 0.01% | −7,803−23.5% | Reduced |
| Arkadios Wealth Advisors | 26,289 | $624.4K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 27,468 | $652.4K | 0.03% | +27,468 | New |
| Atria Wealth Solutions, Inc. | 30,341 | $737.5K | 0.01% | −489−1.6% | Reduced |
| Absolute Investment Advisers LLC | 32,313 | $767.4K | 0.11% | −13,942−30.1% | Reduced |