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, Q4 2025
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Dec 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
- 148
- +8 vs. Q3 2025
- Shares held
- 13.9M
- +77.7K (+0.6%) vs. Q3 2025
- Total value
- $397.1M
- +$16.8M (+4.4%) vs. Q3 2025
- New holders
- 25
- 60 more added
- Sold out
- 17
- 34 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,017,428 | $57.5M | 0.00% | +47,987+2.4% | Added |
| Karpus Management, Inc. | 1,670,779 | $47.7M | 1.46% | −51,411−3.0% | Reduced |
| Wells Fargo & Company | 1,240,373 | $35.4M | 0.01% | +4,910+0.4% | Added |
| Invesco Ltd. | 812,997 | $23.2M | 0.00% | −32,228−3.8% | Reduced |
| Royal Bank of Canada | 743,680 | $21.2M | 0.00% | +27,154+3.8% | Added |
| UBS Group AG | 726,889 | $20.7M | 0.00% | −21,704−2.9% | Reduced |
| LPL Financial LLC | 584,905 | $16.7M | 0.00% | +39,516+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 557,308 | $15.9M | 0.03% | +15,911+2.9% | Added |
| Guggenheim Capital LLC | 526,256 | $15.0M | 0.11% | +96,654+22.5% | Added |
| 1607 Capital Partners, LLC | 513,820 | $14.7M | 1.00% | −10,300−2.0% | Reduced |
| Raymond James Financial Inc | 402,097 | $11.5M | 0.00% | −4,405−1.1% | Reduced |
| Bank of America Corp | 364,429 | $10.4M | 0.00% | +3,376+0.9% | Added |
| Penserra Capital Management LLC | 267,683 | $7.63M | 0.09% | +24,838+10.2% | Added |
| HighTower Advisors, LLC | 265,131 | $7.56M | 0.01% | +3,842+1.5% | Added |
| Janney Montgomery Scott LLC | 233,889 | $6.67M | 0.02% | −176−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 205,505 | $5.86M | 0.01% | +8,354+4.2% | Added |
| Ameriprise Financial Inc | 204,992 | $5.85M | 0.00% | −3,764−1.8% | Reduced |
| Shaker Financial Services, LLC | 203,750 | $5.81M | 1.84% | +83,252+69.1% | Added |
| Advisors Asset Management, Inc. | 195,036 | $5.56M | 0.09% | +23,145+13.5% | Added |
| Cypress Capital Management LLC (WY) | 162,599 | $4.64M | 4.31% | +860+0.5% | Added |
| Arete Wealth Advisors, LLC | 128,348 | $3.66M | 0.25% | +2,660+2.1% | Added |
| Two Sigma Investments, LP | 93,250 | $2.66M | 0.00% | −17,747−16.0% | Reduced |
| D.A. Davidson & Co. | 91,531 | $2.61M | 0.02% | +4,742+5.5% | Added |
| Commonwealth Equity Services, LLC | 75,820 | $2.16M | 0.00% | +3,796+5.3% | Added |
| NBC Securities, Inc. | 66,507 | $1.90M | 0.14% | +2,334+3.6% | Added |
| MONECO Advisors, LLC | 61,976 | $1.77M | 0.14% | −2,245−3.5% | Reduced |
| Ionic Capital Management LLC | 61,842 | $1.76M | 1.75% | −7,304−10.6% | Reduced |
| PMG Family Office LLC | 59,809 | $1.71M | 1.97% | +50.0% | Added |
| First Trust Advisors LP | 51,336 | $1.46M | 0.00% | +1,702+3.4% | Added |
| Axxcess Wealth Management, LLC | 48,119 | $1.37M | 0.02% | +706+1.5% | Added |
| Schnieders Capital Management, LLC. | 47,715 | $1.36M | 0.21% | −590−1.2% | Reduced |
| GWM Advisors LLC | 47,702 | $1.36M | 0.00% | −1,495−3.0% | Reduced |
| Cetera Investment Advisers | 44,973 | $1.28M | 0.00% | +2,793+6.6% | Added |
| High Point Wealth Management, LLC | 39,613 | $1.13M | 1.06% | +39,613 | New |
| Dakota Wealth Management | 36,435 | $1.04M | 0.02% | −325−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 31,672 | $903.3K | 0.00% | +127+0.4% | Added |
| Arkadios Wealth Advisors | 31,517 | $898.9K | 0.02% | +5,228+19.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,400 | $897.2K | 0.00% | +1,861+6.3% | Added |
| Stratos Wealth Partners, LTD. | 30,348 | $865.5K | 0.01% | +3,331+12.3% | Added |
| Readystate Asset Management LP | 30,295 | $864.0K | 0.04% | +30,295 | New |
| Private Advisor Group, LLC | 29,864 | $851.7K | 0.00% | +655+2.2% | Added |
| Wolverine Asset Management LLC | 29,265 | $834.6K | 0.01% | +25,258+630.3% | Added |
| TCG Advisory Services, LLC | 28,153 | $802.9K | 0.02% | +28,153 | New |
| The PNC Financial Services Group, Inc. | 26,913 | $767.6K | 0.00% | −50−0.2% | Reduced |
| PFG Investments, LLC | 25,925 | $739.4K | 0.03% | +18,079+230.4% | Added |
| Huntleigh Advisors, Inc. | 22,134 | $631.2K | 0.11% | +1,808+8.9% | Added |
| Alteri Wealth LLC | 20,759 | $592.0K | 0.19% | +478+2.4% | Added |
| Mutual Advisors, LLC | 18,616 | $530.9K | 0.01% | +248+1.4% | Added |
| Jane Street Group, LLC | 18,089 | $515.9K | 0.00% | +18,089 | New |
| Advisory Advocates, LLC | 17,902 | $510.6K | 0.51% | +17,902 | New |
| Moors & Cabot, Inc. | 17,636 | $503.0K | 0.02% | +380+2.2% | Added |
| Davenport & Co LLC | 17,500 | $499.1K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 17,486 | $498.7K | 0.00% | +259+1.5% | Added |
| Mercer Global Advisors Inc | 17,177 | $489.9K | 0.00% | +895+5.5% | Added |
| Avory & Company, LLC | 17,157 | $489.3K | 0.31% | 00.0% | Unchanged |
| Sapient Capital LLC | 16,978 | $485.9K | 0.01% | −3,006−15.0% | Reduced |
| Truist Financial Corp | 16,683 | $475.8K | 0.00% | −515−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,670 | $446.9K | 0.02% | +8,009+104.5% | Added |
| Kingswood Wealth Advisors, LLC | 14,099 | $402.1K | 0.02% | +306+2.2% | Added |
| Captrust Financial Advisors | 14,080 | $401.6K | 0.00% | −1,283−8.4% | Reduced |
| Wedbush Securities Inc | 14,049 | $401.0K | 0.01% | +229+1.7% | Added |
| Sanctuary Advisors, LLC | 13,957 | $398.0K | 0.00% | −1,037−6.9% | Reduced |
| Aviance Capital Partners, LLC | 13,897 | $396.3K | 0.05% | +319+2.3% | Added |
| Cyndeo Wealth Partners, LLC | 13,782 | $393.1K | 0.02% | −30−0.2% | Reduced |
| International Assets Investment Management, LLC | 13,652 | $389.4K | 0.03% | +241+1.8% | Added |
| Goldman Sachs Group Inc | 13,490 | $384.7K | 0.00% | +2,402+21.7% | Added |
| Diversify Advisory Services, LLC | 13,165 | $372.0K | 0.01% | +1,300+11.0% | Added |
| Dynamic Advisor Solutions LLC | 12,876 | $367.2K | 0.01% | +12,876 | New |
| J.W. Cole Advisors, Inc. | 12,818 | $365.6K | 0.01% | +313+2.5% | Added |
| Diversified Enterprises, LLC | 12,694 | $362.0K | 0.02% | +172+1.4% | Added |
| Stifel Financial Corp | 11,867 | $338.4K | 0.00% | +955+8.8% | Added |
| Comerica Bank | 11,561 | $329.7K | 0.00% | +27+0.2% | Added |
| MGB Wealth Management, LLC | 11,000 | $313.7K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,921 | $311.5K | 0.00% | −5,808−34.7% | Reduced |
| Mariner, LLC | 10,845 | $309.3K | 0.00% | −161−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,685 | $305.0K | 0.00% | +134+1.3% | Added |
| Kestra Advisory Services, LLC | 10,626 | $303.1K | 0.00% | +10,626 | New |
| Creative Planning | 10,339 | $294.9K | 0.00% | +1,913+22.7% | Added |
| Chancellor Financial Group WB LP | 10,208 | $291.1K | 0.20% | +10,208 | New |
| Register Financial Advisors LLC | 10,115 | $288.5K | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,086 | $287.7K | 0.00% | +85+0.8% | Added |
| Bay Capital Advisors, LLC | 10,003 | $285.3K | 0.17% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,772 | $278.7K | 0.00% | −786−7.4% | Reduced |
| Decision Investments, Inc | 9,699 | $276.6K | 0.30% | +9,699 | New |
| Great Valley Advisor Group, Inc. | 9,545 | $272.2K | 0.01% | −712−6.9% | Reduced |
| Jacobi Capital Management LLC | 9,510 | $271.2K | 0.02% | −90−0.9% | Reduced |
| WealthTrust Asset Management, LLC | 9,503 | $271.0K | 0.19% | −876−8.4% | Reduced |
| Maridea Wealth Management LLC | 9,351 | $266.7K | 0.04% | +9,351 | New |
| MML Investors Services, LLC | 9,349 | $266.6K | 0.00% | +9,349 | New |
| Equitable Holdings, Inc. | 8,538 | $243.5K | 0.00% | +450+5.6% | Added |
| Cornerstone Wealth Group, LLC | 8,453 | $241.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 8,401 | $240.0K | 0.00% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 8,060 | $229.9K | 0.06% | −2,891−26.4% | Reduced |
| GWN Securities Inc. | 7,887 | $224.9K | 0.05% | −1,395−15.0% | Reduced |
| Formidable Asset Management, LLC | 8,100 | $222.4K | 0.03% | −2,100−20.6% | Reduced |
| Pathstone Holdings, LLC | 7,790 | $222.2K | 0.00% | −1,207−13.4% | Reduced |
| Atomi Financial Group, Inc. | 7,702 | $219.6K | 0.01% | +163+2.2% | Added |
| Cypress Wealth Services, LLC | 7,619 | $217.3K | 0.03% | +178+2.4% | Added |
| Griffin Asset Management, Inc. | 7,440 | $212.2K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 7,369 | $210.0K | 0.14% | +7,369 | New |