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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 9 | $225 | 0.00% | +1+12.5% | Added |
| Tower Research Capital LLC (TRC) | 81 | $2.14K | 0.00% | +81 | New |
| Park Square Financial Group, LLC | 82 | $2.17K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 172 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 155 | $4.19K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $5.29K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 210 | $5.56K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 212 | $5.61K | 0.00% | −110,950−99.8% | Reduced |
| Wealth Preservation Advisors, LLC | 221 | $5.85K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 237 | $6.27K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 270 | $7.15K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $7.94K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $9.32K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 410 | $10.8K | 0.01% | +10+2.5% | Added |
| WPG Advisers, LLC | 413 | $10.9K | 0.01% | +319+339.4% | Added |
| Salomon & Ludwin, LLC | 491 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 492 | $13.0K | 0.00% | +109+28.5% | Added |
| Bokf, NA | 658 | $17.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 658 | $17.4K | 0.01% | +658 | New |
| Motco | 700 | $18.6K | 0.00% | +700 | New |
| CoreCap Advisors, LLC | 1,000 | $26.5K | 0.00% | −1,224−55.0% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $29.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $39.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,820 | $48.2K | 0.00% | +740+68.5% | Added |
| Sunbelt Securities, Inc. | 1,834 | $49.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,219 | $58.7K | 0.01% | +2,219 | New |
| Global Retirement Partners, LLC | 2,290 | $60.6K | 0.00% | +2,290 | New |
| Eastern Bank | 2,293 | $60.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,521 | $66.7K | 0.00% | +1,741+223.2% | Added |
| TD Waterhouse Canada Inc. | 2,676 | $70.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,702 | $72.0K | 0.00% | −2,702−50.0% | Reduced |
| ORG Partners LLC | 2,818 | $74.4K | 0.02% | +1,130+66.9% | Added |
| Trust Co of Vermont | 3,349 | $88.6K | 0.00% | +3,349 | New |
| FNY Investment Advisers, LLC | 3,800 | $100.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,862 | $102.2K | 0.01% | +3,862 | New |
| Steward Partners Investment Advisory, LLC | 4,229 | $111.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 4,318 | $114.3K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,545 | $120.3K | 0.02% | +4,545 | New |
| Northwestern Mutual Wealth Management Co | 4,766 | $126.2K | 0.00% | +1,751+58.1% | Added |
| Allworth Financial LP | 5,492 | $145.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,901 | $183.0K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 7,587 | $200.8K | 0.02% | +7,587 | New |
| Equitable Holdings, Inc. | 7,738 | $204.8K | 0.00% | +7,738 | New |
| Hennion & Walsh Asset Management, Inc. | 7,783 | $206.0K | 0.01% | +7,783 | New |
| US Bancorp | 7,817 | $206.9K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,836 | $207.4K | 0.01% | +7,836 | New |
| Pathstone Holdings, LLC | 7,790 | $207.9K | 0.00% | −14,210−64.6% | Reduced |
| Captrust Financial Advisors | 7,935 | $210.0K | 0.00% | +7,935 | New |
| Next Level Private LLC | 8,055 | $213.2K | 0.07% | +8,055 | New |
| Formidable Asset Management, LLC | 9,200 | $218.5K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 8,263 | $218.7K | 0.03% | −529−6.0% | Reduced |
| Cornerstone Wealth Group, LLC | 8,453 | $223.8K | 0.02% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 9,242 | $241.8K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,433 | $249.7K | 0.02% | +182+2.0% | Added |
| Bay Capital Advisors, LLC | 10,003 | $264.8K | 0.20% | +53+0.5% | Added |
| Summit Financial, LLC | 9,905 | $267.5K | 0.01% | +9,905 | New |
| Register Financial Advisors LLC | 10,115 | $267.8K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,547 | $279.0K | 0.00% | −9,209−46.6% | Reduced |
| WealthTrust Asset Management, LLC | 10,639 | $281.6K | 0.21% | −1,182−10.0% | Reduced |
| Stifel Financial Corp | 10,847 | $287.1K | 0.00% | −211−1.9% | Reduced |
| TriaGen Wealth Management LLC | 10,951 | $289.9K | 0.09% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,000 | $291.2K | 0.10% | −11,000−50.0% | Reduced |
| Merit Financial Group, LLC | 11,135 | $294.7K | 0.00% | +523+4.9% | Added |
| Goldman Sachs Group Inc | 11,306 | $299.3K | 0.00% | −700−5.8% | Reduced |
| Diversify Advisory Services, LLC | 11,865 | $322.4K | 0.01% | +70+0.6% | Added |
| Comerica Bank | 12,187 | $322.6K | 0.00% | −498−3.9% | Reduced |
| J.W. Cole Advisors, Inc. | 12,344 | $326.8K | 0.01% | +176+1.4% | Added |
| Diversified Enterprises, LLC | 12,434 | $329.1K | 0.02% | +96+0.8% | Added |
| Mariner, LLC | 13,298 | $352.0K | 0.00% | +2,155+19.3% | Added |
| International Assets Investment Management, LLC | 13,389 | $354.4K | 0.03% | −83−0.6% | Reduced |
| Aviance Capital Partners, LLC | 13,414 | $355.1K | 0.05% | +50.0% | Added |
| Cyndeo Wealth Partners, LLC | 13,812 | $365.6K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,887 | $367.6K | 0.03% | −2,782−16.7% | Reduced |
| Moors & Cabot, Inc. | 13,934 | $368.8K | 0.02% | +120+0.9% | Added |
| Sanctuary Advisors, LLC | 14,238 | $376.9K | 0.00% | +9+0.1% | Added |
| Great Valley Advisor Group, Inc. | 14,301 | $378.5K | 0.01% | −11,083−43.7% | Reduced |
| Wedbush Securities Inc | 14,313 | $379.0K | 0.01% | −5,438−27.5% | Reduced |
| Atria Wealth Solutions, Inc. | 15,023 | $406.1K | 0.01% | −15,318−50.5% | Reduced |
| Envestnet Asset Management Inc | 16,430 | $434.9K | 0.00% | −70.0% | Reduced |
| Avory & Company, LLC | 17,157 | $454.1K | 0.28% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,500 | $463.2K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 18,130 | $479.9K | 0.00% | +75+0.4% | Added |
| Mutual Advisors, LLC | 18,113 | $481.6K | 0.01% | −1,211−6.3% | Reduced |
| GWN Securities Inc. | 18,922 | $500.9K | 0.09% | +18,922 | New |
| Stratos Wealth Partners, LTD. | 19,124 | $506.2K | 0.01% | −4,297−18.3% | Reduced |
| Alteri Wealth LLC | 19,643 | $520.0K | 0.20% | +30+0.2% | Added |
| Mercer Global Advisors Inc | 19,951 | $528.1K | 0.00% | +506+2.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,128 | $532.9K | 0.07% | +3,344+19.9% | Added |
| Sapient Capital LLC | 19,984 | $540.4K | 0.01% | −2,454−10.9% | Reduced |
| Huntleigh Advisors, Inc. | 21,869 | $578.8K | 0.11% | +690+3.3% | Added |
| Rockefeller Capital Management L.P. | 23,566 | $623.8K | 0.00% | +23,566 | New |
| Private Advisor Group, LLC | 26,144 | $692.0K | 0.00% | +8,060+44.6% | Added |
| Arkadios Wealth Advisors | 26,289 | $695.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,963 | $713.7K | 0.00% | −22,555−45.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,889 | $738.2K | 0.01% | +18,528+197.9% | Added |
| First Trust Advisors LP | 34,481 | $912.7K | 0.00% | +921+2.7% | Added |
| Cetera Investment Advisers | 35,381 | $936.6K | 0.00% | +1,345+4.0% | Added |
| Dakota Wealth Management | 37,110 | $982.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 47,559 | $1.26M | 0.01% | +8,546+21.9% | Added |