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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 37 | $1.00K | 0.00% | +37 | New |
| Umb Bank N A | 136 | $3.88K | 0.00% | +136 | New |
| Jones Financial Companies LLLP | 150 | $4.28K | 0.00% | +150 | New |
| SRS Capital Advisors, Inc. | 198 | $5.65K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 210 | $5.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 211 | $6.02K | 0.00% | −41−16.3% | Reduced |
| Quattro Advisors LLC | 213 | $6.06K | 0.00% | +213 | New |
| GoalVest Advisory LLC | 213 | $6.08K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 221 | $6.30K | 0.00% | +5+2.3% | Added |
| Wealth Preservation Advisors, LLC | 221 | $6.30K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 237 | $6.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 260 | $7.42K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 291 | $8.30K | 0.00% | +291 | New |
| Spire Wealth Management | 352 | $10.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 363 | $10.4K | 0.00% | +363 | New |
| Pinnacle Wealth Planning Services, Inc. | 368 | $10.5K | 0.00% | +368 | New |
| Noble Wealth Management PBC | 375 | $10.7K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 435 | $12.4K | 0.01% | +16+3.8% | Added |
| Salomon & Ludwin, LLC | 491 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 500 | $14.0K | 0.01% | +500 | New |
| Hollencrest Capital Management | 522 | $14.9K | 0.00% | +20+4.0% | Added |
| Huntington National Bank | – | $18.5K | 0.00% | – | New |
| Bokf, NA | 658 | $18.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 658 | $18.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 670 | $19.1K | 0.00% | +400+148.1% | Added |
| US Bancorp | 930 | $26.5K | 0.00% | −1,659−64.1% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,104 | $31.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,675 | $47.8K | 0.02% | +65+4.0% | Added |
| Sunbelt Securities, Inc. | 1,834 | $52.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,881 | $53.7K | 0.02% | +1,581+527.0% | Added |
| Bell Investment Advisors, Inc | 2,219 | $63.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 2,293 | $65.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,564 | $73.1K | 0.01% | +2,564 | New |
| ORG Partners LLC | 2,818 | $80.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,976 | $84.7K | 0.00% | −200−6.3% | Reduced |
| Trust Co of Vermont | 3,349 | $95.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,366 | $96.0K | 0.00% | +1,076+47.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,101 | $117.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4,283 | $122.2K | 0.08% | −1,553−26.6% | Reduced |
| Harbour Investments, Inc. | 4,614 | $131.6K | 0.00% | +2,794+153.5% | Added |
| Allworth Financial LP | 5,182 | $147.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,404 | $154.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,763 | $164.4K | 0.00% | +284+5.2% | Added |
| Millennium Management LLC | 7,035 | $200.6K | 0.00% | +7,035 | New |
| Wilkins Investment Counsel Inc | 7,146 | $203.8K | 0.03% | +7,146 | New |
| Boston Family Office LLC | 7,152 | $204.0K | 0.01% | +7,152 | New |
| WealthShield Partners, LLC | 7,279 | $207.6K | 0.02% | −172−2.3% | Reduced |
| Aurora Private Wealth, Inc. | 7,369 | $210.0K | 0.14% | +7,369 | New |
| Griffin Asset Management, Inc. | 7,440 | $212.2K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 7,619 | $217.3K | 0.03% | +178+2.4% | Added |
| Atomi Financial Group, Inc. | 7,702 | $219.6K | 0.01% | +163+2.2% | Added |
| Pathstone Holdings, LLC | 7,790 | $222.2K | 0.00% | −1,207−13.4% | Reduced |
| Formidable Asset Management, LLC | 8,100 | $222.4K | 0.03% | −2,100−20.6% | Reduced |
| GWN Securities Inc. | 7,887 | $224.9K | 0.05% | −1,395−15.0% | Reduced |
| TriaGen Wealth Management LLC | 8,060 | $229.9K | 0.06% | −2,891−26.4% | Reduced |
| CWM, LLC | 8,401 | $240.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,453 | $241.1K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,538 | $243.5K | 0.00% | +450+5.6% | Added |
| MML Investors Services, LLC | 9,349 | $266.6K | 0.00% | +9,349 | New |
| Maridea Wealth Management LLC | 9,351 | $266.7K | 0.04% | +9,351 | New |
| WealthTrust Asset Management, LLC | 9,503 | $271.0K | 0.19% | −876−8.4% | Reduced |
| Jacobi Capital Management LLC | 9,510 | $271.2K | 0.02% | −90−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 9,545 | $272.2K | 0.01% | −712−6.9% | Reduced |
| Decision Investments, Inc | 9,699 | $276.6K | 0.30% | +9,699 | New |
| Summit Financial, LLC | 9,772 | $278.7K | 0.00% | −786−7.4% | Reduced |
| Bay Capital Advisors, LLC | 10,003 | $285.3K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,086 | $287.7K | 0.00% | +85+0.8% | Added |
| Register Financial Advisors LLC | 10,115 | $288.5K | 0.11% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 10,208 | $291.1K | 0.20% | +10,208 | New |
| Creative Planning | 10,339 | $294.9K | 0.00% | +1,913+22.7% | Added |
| Kestra Advisory Services, LLC | 10,626 | $303.1K | 0.00% | +10,626 | New |
| Cambridge Investment Research Advisors, Inc. | 10,685 | $305.0K | 0.00% | +134+1.3% | Added |
| Mariner, LLC | 10,845 | $309.3K | 0.00% | −161−1.5% | Reduced |
| Envestnet Asset Management Inc | 10,921 | $311.5K | 0.00% | −5,808−34.7% | Reduced |
| MGB Wealth Management, LLC | 11,000 | $313.7K | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 11,561 | $329.7K | 0.00% | +27+0.2% | Added |
| Stifel Financial Corp | 11,867 | $338.4K | 0.00% | +955+8.8% | Added |
| Diversified Enterprises, LLC | 12,694 | $362.0K | 0.02% | +172+1.4% | Added |
| J.W. Cole Advisors, Inc. | 12,818 | $365.6K | 0.01% | +313+2.5% | Added |
| Dynamic Advisor Solutions LLC | 12,876 | $367.2K | 0.01% | +12,876 | New |
| Diversify Advisory Services, LLC | 13,165 | $372.0K | 0.01% | +1,300+11.0% | Added |
| Goldman Sachs Group Inc | 13,490 | $384.7K | 0.00% | +2,402+21.7% | Added |
| International Assets Investment Management, LLC | 13,652 | $389.4K | 0.03% | +241+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 13,782 | $393.1K | 0.02% | −30−0.2% | Reduced |
| Aviance Capital Partners, LLC | 13,897 | $396.3K | 0.05% | +319+2.3% | Added |
| Sanctuary Advisors, LLC | 13,957 | $398.0K | 0.00% | −1,037−6.9% | Reduced |
| Wedbush Securities Inc | 14,049 | $401.0K | 0.01% | +229+1.7% | Added |
| Captrust Financial Advisors | 14,080 | $401.6K | 0.00% | −1,283−8.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,099 | $402.1K | 0.02% | +306+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,670 | $446.9K | 0.02% | +8,009+104.5% | Added |
| Truist Financial Corp | 16,683 | $475.8K | 0.00% | −515−3.0% | Reduced |
| Sapient Capital LLC | 16,978 | $485.9K | 0.01% | −3,006−15.0% | Reduced |
| Avory & Company, LLC | 17,157 | $489.3K | 0.31% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,177 | $489.9K | 0.00% | +895+5.5% | Added |
| Colony Group, LLC | 17,486 | $498.7K | 0.00% | +259+1.5% | Added |
| Davenport & Co LLC | 17,500 | $499.1K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,636 | $503.0K | 0.02% | +380+2.2% | Added |
| Advisory Advocates, LLC | 17,902 | $510.6K | 0.51% | +17,902 | New |
| Jane Street Group, LLC | 18,089 | $515.9K | 0.00% | +18,089 | New |