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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 32,549 | $773.0K | 0.03% | +32,549 | New |
| First Trust Advisors LP | 33,560 | $797.0K | 0.00% | −222−0.7% | Reduced |
| Cetera Investment Advisers | 34,036 | $808.3K | 0.00% | +474+1.4% | Added |
| Dakota Wealth Management | 37,110 | $881.4K | 0.02% | +1,160+3.2% | Added |
| GWM Advisors LLC | 39,013 | $926.6K | 0.01% | +1,582+4.2% | Added |
| Schnieders Capital Management LLC | 45,895 | $1.09M | 0.23% | −4,090−8.2% | Reduced |
| Axxcess Wealth Management, LLC | 49,093 | $1.17M | 0.03% | −6,365−11.5% | Reduced |
| The PNC Financial Services Group, Inc. | 49,518 | $1.18M | 0.00% | +283+0.6% | Added |
| NBC Securities, Inc. | 55,147 | $1.31M | 0.11% | +55,120+204,148.1% | Added |
| Cypress Capital Management LLC (WY) | 64,304 | $1.56M | 1.87% | +64,304 | New |
| MONECO Advisors, LLC | 67,877 | $1.61M | 0.17% | −618−0.9% | Reduced |
| Landscape Capital Management, L.L.C. | 72,801 | $1.73M | 0.15% | −38,840−34.8% | Reduced |
| Ionic Capital Management LLC | 74,146 | $1.76M | 2.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 79,481 | $1.89M | 0.04% | +42,055+112.4% | Added |
| Commonwealth Equity Services, LLC | 80,846 | $1.92M | 0.00% | −1,673−2.0% | Reduced |
| D.A. Davidson & Co. | 84,917 | $2.02M | 0.02% | −1,186−1.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 111,162 | $2.64M | 0.90% | −6,007−5.1% | Reduced |
| Arete Wealth Advisors, LLC | 121,892 | $2.90M | 0.22% | +913+0.8% | Added |
| Wolverine Asset Management LLC | 130,332 | $3.10M | 0.06% | +42,531+48.4% | Added |
| Flagship Harbor Advisors, LLC | 165,259 | $3.92M | 0.21% | −462−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 176,536 | $4.19M | 0.01% | −9,971−5.3% | Reduced |
| CNH Partners LLC | 212,780 | $4.94M | 0.12% | −1,232−0.6% | Reduced |
| Shaker Financial Services, LLC | 220,010 | $5.35M | 2.08% | +41,347+23.1% | Added |
| Janney Montgomery Scott LLC | 264,055 | $6.27M | 0.02% | −3,518−1.3% | Reduced |
| Ameriprise Financial Inc | 268,486 | $6.38M | 0.00% | +90,956+51.2% | Added |
| HighTower Advisors, LLC | 290,922 | $6.91M | 0.01% | +3,496+1.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 301,101 | $7.15M | 0.17% | −457,521−60.3% | Reduced |
| Guggenheim Capital LLC | 352,014 | $8.36M | 0.08% | +740+0.2% | Added |
| Raymond James Financial Inc | 379,506 | $9.01M | 0.00% | −1,955−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 418,318 | $9.94M | 0.02% | +130,637+45.4% | Added |
| Bank of America Corp | 466,350 | $11.1M | 0.00% | +44,054+10.4% | Added |
| LPL Financial LLC | 470,591 | $11.2M | 0.00% | −35,281−7.0% | Reduced |
| 1607 Capital Partners, LLC | 516,931 | $12.3M | 0.99% | −128,056−19.9% | Reduced |
| Royal Bank of Canada | 739,529 | $17.6M | 0.00% | +21,434+3.0% | Added |
| UBS Group AG | 809,701 | $19.2M | 0.00% | +28,822+3.7% | Added |
| Invesco Ltd. | 814,687 | $19.3M | 0.00% | −46,179−5.4% | Reduced |
| Cornerstone Advisors, LLC | 923,669 | $21.9M | 0.94% | −195,615−17.5% | Reduced |
| Wells Fargo & Company | 1,150,265 | $27.3M | 0.01% | +70,730+6.6% | Added |
| Morgan Stanley | 1,777,288 | $42.2M | 0.00% | −29,117−1.6% | Reduced |
| Karpus Management, Inc. | 1,815,285 | $43.1M | 1.40% | −27,539−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 16,194 | – | – | +16,194 | New |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,746−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −10,051−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −7,986−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −7,930−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |