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, Q3 2025
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Sep 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
- 140
- +11 vs. Q2 2025
- Shares held
- 13.8M
- −136.2K (−1.0%) vs. Q2 2025
- Total value
- $380.3M
- +$10.1M (+2.7%) vs. Q2 2025
- New holders
- 20
- 50 more added
- Sold out
- 9
- 33 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,969,441 | $54.1M | 0.00% | −77,717−3.8% | Reduced |
| Karpus Management, Inc. | 1,722,190 | $47.3M | 1.50% | −81,065−4.5% | Reduced |
| Wells Fargo & Company | 1,235,463 | $33.9M | 0.01% | +12,446+1.0% | Added |
| Invesco Ltd. | 845,225 | $23.2M | 0.00% | +22,215+2.7% | Added |
| UBS Group AG | 748,593 | $20.6M | 0.00% | +12,122+1.6% | Added |
| Royal Bank of Canada | 716,526 | $19.7M | 0.00% | −3,951−0.5% | Reduced |
| LPL Financial LLC | 545,389 | $15.0M | 0.00% | +20,746+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 541,397 | $14.9M | 0.02% | +37,751+7.5% | Added |
| 1607 Capital Partners, LLC | 524,120 | $14.4M | 1.08% | +1,797+0.3% | Added |
| Guggenheim Capital LLC | 429,602 | $11.8M | 0.09% | +16,980+4.1% | Added |
| Raymond James Financial Inc | 406,502 | $11.2M | 0.00% | +11,932+3.0% | Added |
| Bank of America Corp | 361,053 | $9.91M | 0.00% | −14,438−3.8% | Reduced |
| HighTower Advisors, LLC | 261,289 | $7.17M | 0.01% | +10,991+4.4% | Added |
| Penserra Capital Management LLC | 242,845 | $6.67M | 0.08% | +242,845 | New |
| Janney Montgomery Scott LLC | 234,065 | $6.43M | 0.02% | +7,332+3.2% | Added |
| Ameriprise Financial Inc | 208,756 | $5.73M | 0.00% | +6,467+3.2% | Added |
| Cornerstone Advisors, LLC | 202,047 | $5.55M | 0.18% | −365,176−64.4% | Reduced |
| Advisor Group Holdings, Inc. | 197,151 | $5.32M | 0.01% | +10,257+5.5% | Added |
| Polar Asset Management Partners Inc. | 193,309 | $5.31M | 0.11% | +3,888+2.1% | Added |
| Advisors Asset Management, Inc. | 171,891 | $4.72M | 0.08% | +70,875+70.2% | Added |
| Cypress Capital Management LLC (WY) | 161,739 | $4.53M | 4.18% | +704+0.4% | Added |
| Arete Wealth Advisors, LLC | 125,688 | $3.45M | 0.22% | +533+0.4% | Added |
| Shaker Financial Services, LLC | 120,498 | $3.37M | 1.15% | +120,498 | New |
| Two Sigma Investments, LP | 110,997 | $3.05M | 0.00% | +32,070+40.6% | Added |
| D.A. Davidson & Co. | 86,789 | $2.38M | 0.02% | −1,062−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 72,024 | $1.98M | 0.00% | −10,677−12.9% | Reduced |
| Ionic Capital Management LLC | 69,146 | $1.90M | 2.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 64,221 | $1.76M | 0.15% | −2,595−3.9% | Reduced |
| NBC Securities, Inc. | 64,173 | $1.76M | 0.14% | +4,553+7.6% | Added |
| PMG Family Office LLC | 59,804 | $1.68M | 1.87% | +59,804 | New |
| First Trust Advisors LP | 49,634 | $1.36M | 0.00% | +15,153+43.9% | Added |
| GWM Advisors LLC | 49,197 | $1.35M | 0.01% | +1,638+3.4% | Added |
| Schnieders Capital Management, LLC. | 48,305 | $1.33M | 0.24% | +48,305 | New |
| Axxcess Wealth Management, LLC | 47,413 | $1.30M | 0.03% | −1,118−2.3% | Reduced |
| Cetera Investment Advisers | 42,180 | $1.16M | 0.00% | +6,799+19.2% | Added |
| Dakota Wealth Management | 36,760 | $1.01M | 0.02% | −350−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 31,545 | $866.2K | 0.00% | +7,979+33.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,539 | $811.1K | 0.01% | +1,650+5.9% | Added |
| Private Advisor Group, LLC | 29,209 | $802.1K | 0.00% | +3,065+11.7% | Added |
| Stratos Wealth Partners, LTD. | 27,017 | $741.9K | 0.01% | +7,893+41.3% | Added |
| The PNC Financial Services Group, Inc. | 26,963 | $740.4K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 26,289 | $721.9K | 0.02% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 20,326 | $558.2K | 0.10% | −1,543−7.1% | Reduced |
| Alteri Wealth LLC | 20,281 | $556.9K | 0.19% | +638+3.2% | Added |
| Sapient Capital LLC | 19,984 | $553.8K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,368 | $511.4K | 0.01% | +255+1.4% | Added |
| Davenport & Co LLC | 17,500 | $480.6K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,256 | $473.8K | 0.02% | +3,322+23.8% | Added |
| Colony Group, LLC | 17,227 | $473.1K | 0.00% | +17,227 | New |
| Truist Financial Corp | 17,198 | $472.3K | 0.00% | −932−5.1% | Reduced |
| Avory & Company, LLC | 17,157 | $471.1K | 0.28% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,729 | $459.4K | 0.00% | +299+1.8% | Added |
| Mercer Global Advisors Inc | 16,282 | $447.1K | 0.00% | −3,669−18.4% | Reduced |
| Captrust Financial Advisors | 15,363 | $421.9K | 0.00% | +7,428+93.6% | Added |
| Sanctuary Advisors, LLC | 14,994 | $411.7K | 0.00% | +756+5.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 14,986 | $411.5K | 0.08% | +14,986 | New |
| Wedbush Securities Inc | 13,820 | $380.0K | 0.01% | −493−3.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,812 | $379.3K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,793 | $378.8K | 0.02% | −94−0.7% | Reduced |
| Aviance Capital Partners, LLC | 13,578 | $372.8K | 0.04% | +164+1.2% | Added |
| International Assets Investment Management, LLC | 13,411 | $354.0K | 0.03% | +22+0.2% | Added |
| Diversified Enterprises, LLC | 12,522 | $343.9K | 0.02% | +88+0.7% | Added |
| J.W. Cole Advisors, Inc. | 12,505 | $343.4K | 0.01% | +161+1.3% | Added |
| Diversify Advisory Services, LLC | 11,865 | $336.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 11,534 | $316.7K | 0.00% | −653−5.4% | Reduced |
| Goldman Sachs Group Inc | 11,088 | $304.5K | 0.00% | −218−1.9% | Reduced |
| Mariner, LLC | 11,006 | $302.2K | 0.00% | −2,292−17.2% | Reduced |
| MGB Wealth Management, LLC | 11,000 | $302.1K | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,951 | $300.7K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,912 | $299.6K | 0.00% | +65+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,551 | $290.0K | 0.00% | +40.0% | Added |
| Summit Financial, LLC | 10,558 | $289.9K | 0.00% | +653+6.6% | Added |
| WealthTrust Asset Management, LLC | 10,379 | $285.0K | 0.20% | −260−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 10,257 | $281.7K | 0.01% | −4,044−28.3% | Reduced |
| Register Financial Advisors LLC | 10,115 | $277.8K | 0.11% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 10,003 | $274.7K | 0.18% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,001 | $274.6K | 0.00% | −1,134−10.2% | Reduced |
| Formidable Asset Management, LLC | 10,200 | $270.0K | 0.04% | +1,000+10.9% | Added |
| Jacobi Capital Management LLC | 9,600 | $263.6K | 0.02% | +167+1.8% | Added |
| Sovran Advisors, LLC | 9,242 | $260.2K | 0.02% | 00.0% | Unchanged |
| GWN Securities Inc. | 9,282 | $254.9K | 0.06% | −9,640−50.9% | Reduced |
| Pathstone Holdings, LLC | 8,997 | $248.7K | 0.00% | +1,207+15.5% | Added |
| Next Level Private LLC | 8,677 | $238.6K | 0.07% | +622+7.7% | Added |
| Cornerstone Wealth Group, LLC | 8,453 | $232.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 8,426 | $231.4K | 0.00% | +8,426 | New |
| CWM, LLC | 8,401 | $231.0K | 0.00% | +1,500+21.7% | Added |
| Equitable Holdings, Inc. | 8,088 | $222.1K | 0.00% | +350+4.5% | Added |
| PFG Investments, LLC | 7,846 | $215.5K | 0.01% | +7,846 | New |
| Hennion & Walsh Asset Management, Inc. | 7,661 | $210.4K | 0.01% | −122−1.6% | Reduced |
| Atomi Financial Group, Inc. | 7,539 | $207.0K | 0.01% | −297−3.8% | Reduced |
| WealthShield Partners, LLC | 7,451 | $204.6K | 0.02% | −812−9.8% | Reduced |
| Cypress Wealth Services, LLC | 7,441 | $204.3K | 0.03% | +7,441 | New |
| Griffin Asset Management, Inc. | 7,440 | $204.3K | 0.02% | −147−1.9% | Reduced |
| Caitlin John, LLC | 5,836 | $160.3K | 0.11% | +5,836 | New |
| Northwestern Mutual Wealth Management Co | 5,479 | $150.5K | 0.00% | +713+15.0% | Added |
| Capital Analysts, LLC | 5,404 | $148.0K | 0.00% | +2,702+100.0% | Added |
| Allworth Financial LP | 5,182 | $142.3K | 0.00% | −310−5.6% | Reduced |
| Main Street Group, LTD | 4,318 | $118.6K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,195 | $115.2K | 0.02% | −350−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,101 | $112.6K | 0.00% | −128−3.0% | Reduced |