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, Q2 2025
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 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
- 131
- −8 vs. Q1 2025
- Shares held
- 14.0M
- −709.8K (−4.8%) vs. Q1 2025
- Total value
- $371.8M
- +$21.7M (+6.2%) vs. Q1 2025
- New holders
- 18
- 45 more added
- Sold out
- 26
- 33 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,047,158 | $54.2M | 0.00% | +269,870+15.2% | Added |
| Karpus Management, Inc. | 1,803,255 | $47.7M | 1.54% | −12,030−0.7% | Reduced |
| Wells Fargo & Company | 1,223,017 | $32.4M | 0.01% | +72,752+6.3% | Added |
| Invesco Ltd. | 823,010 | $21.8M | 0.00% | +8,323+1.0% | Added |
| UBS Group AG | 736,471 | $19.5M | 0.00% | −73,230−9.0% | Reduced |
| Royal Bank of Canada | 720,477 | $19.1M | 0.00% | −19,052−2.6% | Reduced |
| Cornerstone Advisors, LLC | 567,223 | $15.0M | 0.52% | −356,446−38.6% | Reduced |
| LPL Financial LLC | 524,643 | $13.9M | 0.00% | +54,052+11.5% | Added |
| 1607 Capital Partners, LLC | 522,323 | $13.8M | 1.12% | +5,392+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 503,646 | $13.3M | 0.02% | +85,328+20.4% | Added |
| Guggenheim Capital LLC | 412,622 | $10.9M | 0.09% | +60,608+17.2% | Added |
| Raymond James Financial Inc | 394,570 | $10.4M | 0.00% | +15,064+4.0% | Added |
| Bank of America Corp | 375,491 | $9.94M | 0.00% | −90,859−19.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 301,101 | $7.97M | 0.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 250,298 | $6.63M | 0.01% | −40,624−14.0% | Reduced |
| Janney Montgomery Scott LLC | 226,733 | $6.00M | 0.02% | −37,322−14.1% | Reduced |
| Ameriprise Financial Inc | 202,289 | $5.35M | 0.00% | −66,197−24.7% | Reduced |
| Polar Asset Management Partners Inc. | 189,421 | $5.01M | 0.12% | +156,872+482.0% | Added |
| Advisor Group Holdings, Inc. | 186,894 | $4.95M | 0.01% | +10,358+5.9% | Added |
| Cypress Capital Management LLC (WY) | 161,035 | $4.35M | 4.73% | +96,731+150.4% | Added |
| Arete Wealth Advisors, LLC | 125,155 | $3.31M | 0.24% | +3,263+2.7% | Added |
| CNH Partners LLC | 116,834 | $3.06M | 0.07% | −95,946−45.1% | Reduced |
| Advisors Asset Management, Inc. | 101,016 | $2.67M | 0.05% | +21,535+27.1% | Added |
| D.A. Davidson & Co. | 87,851 | $2.33M | 0.02% | +2,934+3.5% | Added |
| Commonwealth Equity Services, LLC | 82,701 | $2.19M | 0.00% | +1,855+2.3% | Added |
| Two Sigma Investments, LP | 78,927 | $2.09M | 0.00% | +78,927 | New |
| Ionic Capital Management LLC | 69,146 | $1.83M | 2.05% | −5,000−6.7% | Reduced |
| MONECO Advisors, LLC | 66,816 | $1.77M | 0.16% | −1,061−1.6% | Reduced |
| NBC Securities, Inc. | 59,620 | $1.58M | 0.13% | +4,473+8.1% | Added |
| Schnieders Capital Management LLC | 48,895 | $1.29M | 0.23% | +3,000+6.5% | Added |
| Axxcess Wealth Management, LLC | 48,531 | $1.28M | 0.03% | −562−1.1% | Reduced |
| GWM Advisors LLC | 47,559 | $1.26M | 0.01% | +8,546+21.9% | Added |
| Dakota Wealth Management | 37,110 | $982.3K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,381 | $936.6K | 0.00% | +1,345+4.0% | Added |
| First Trust Advisors LP | 34,481 | $912.7K | 0.00% | +921+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,889 | $738.2K | 0.01% | +18,528+197.9% | Added |
| The PNC Financial Services Group, Inc. | 26,963 | $713.7K | 0.00% | −22,555−45.5% | Reduced |
| Arkadios Wealth Advisors | 26,289 | $695.9K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,144 | $692.0K | 0.00% | +8,060+44.6% | Added |
| Rockefeller Capital Management L.P. | 23,566 | $623.8K | 0.00% | +23,566 | New |
| Huntleigh Advisors, Inc. | 21,869 | $578.8K | 0.11% | +690+3.3% | Added |
| Sapient Capital LLC | 19,984 | $540.4K | 0.01% | −2,454−10.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,128 | $532.9K | 0.07% | +3,344+19.9% | Added |
| Mercer Global Advisors Inc | 19,951 | $528.1K | 0.00% | +506+2.6% | Added |
| Alteri Wealth LLC | 19,643 | $520.0K | 0.20% | +30+0.2% | Added |
| Stratos Wealth Partners, LTD. | 19,124 | $506.2K | 0.01% | −4,297−18.3% | Reduced |
| GWN Securities Inc. | 18,922 | $500.9K | 0.09% | +18,922 | New |
| Mutual Advisors, LLC | 18,113 | $481.6K | 0.01% | −1,211−6.3% | Reduced |
| Truist Financial Corp | 18,130 | $479.9K | 0.00% | +75+0.4% | Added |
| Davenport & Co LLC | 17,500 | $463.2K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 17,157 | $454.1K | 0.28% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,430 | $434.9K | 0.00% | −70.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,023 | $406.1K | 0.01% | −15,318−50.5% | Reduced |
| Wedbush Securities Inc | 14,313 | $379.0K | 0.01% | −5,438−27.5% | Reduced |
| Great Valley Advisor Group, Inc. | 14,301 | $378.5K | 0.01% | −11,083−43.7% | Reduced |
| Sanctuary Advisors, LLC | 14,238 | $376.9K | 0.00% | +9+0.1% | Added |
| Moors & Cabot, Inc. | 13,934 | $368.8K | 0.02% | +120+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 13,887 | $367.6K | 0.03% | −2,782−16.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,812 | $365.6K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,414 | $355.1K | 0.05% | +50.0% | Added |
| International Assets Investment Management, LLC | 13,389 | $354.4K | 0.03% | −83−0.6% | Reduced |
| Mariner, LLC | 13,298 | $352.0K | 0.00% | +2,155+19.3% | Added |
| Diversified Enterprises, LLC | 12,434 | $329.1K | 0.02% | +96+0.8% | Added |
| J.W. Cole Advisors, Inc. | 12,344 | $326.8K | 0.01% | +176+1.4% | Added |
| Comerica Bank | 12,187 | $322.6K | 0.00% | −498−3.9% | Reduced |
| Diversify Advisory Services, LLC | 11,865 | $322.4K | 0.01% | +70+0.6% | Added |
| Goldman Sachs Group Inc | 11,306 | $299.3K | 0.00% | −700−5.8% | Reduced |
| Merit Financial Group, LLC | 11,135 | $294.7K | 0.00% | +523+4.9% | Added |
| MGB Wealth Management, LLC | 11,000 | $291.2K | 0.10% | −11,000−50.0% | Reduced |
| TriaGen Wealth Management LLC | 10,951 | $289.9K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,847 | $287.1K | 0.00% | −211−1.9% | Reduced |
| WealthTrust Asset Management, LLC | 10,639 | $281.6K | 0.21% | −1,182−10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,547 | $279.0K | 0.00% | −9,209−46.6% | Reduced |
| Register Financial Advisors LLC | 10,115 | $267.8K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,905 | $267.5K | 0.01% | +9,905 | New |
| Bay Capital Advisors, LLC | 10,003 | $264.8K | 0.20% | +53+0.5% | Added |
| Jacobi Capital Management LLC | 9,433 | $249.7K | 0.02% | +182+2.0% | Added |
| Sovran Advisors, LLC | 9,242 | $241.8K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,453 | $223.8K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 8,263 | $218.7K | 0.03% | −529−6.0% | Reduced |
| Formidable Asset Management, LLC | 9,200 | $218.5K | 0.04% | 00.0% | Unchanged |
| Next Level Private LLC | 8,055 | $213.2K | 0.07% | +8,055 | New |
| Captrust Financial Advisors | 7,935 | $210.0K | 0.00% | +7,935 | New |
| Pathstone Holdings, LLC | 7,790 | $207.9K | 0.00% | −14,210−64.6% | Reduced |
| Atomi Financial Group, Inc. | 7,836 | $207.4K | 0.01% | +7,836 | New |
| US Bancorp | 7,817 | $206.9K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,783 | $206.0K | 0.01% | +7,783 | New |
| Equitable Holdings, Inc. | 7,738 | $204.8K | 0.00% | +7,738 | New |
| Griffin Asset Management, Inc. | 7,587 | $200.8K | 0.02% | +7,587 | New |
| CWM, LLC | 6,901 | $183.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,492 | $145.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,766 | $126.2K | 0.00% | +1,751+58.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,545 | $120.3K | 0.02% | +4,545 | New |
| Main Street Group, LTD | 4,318 | $114.3K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,229 | $111.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,862 | $102.2K | 0.01% | +3,862 | New |
| FNY Investment Advisers, LLC | 3,800 | $100.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,349 | $88.6K | 0.00% | +3,349 | New |
| ORG Partners LLC | 2,818 | $74.4K | 0.02% | +1,130+66.9% | Added |
| Capital Analysts, LLC | 2,702 | $72.0K | 0.00% | −2,702−50.0% | Reduced |