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, Q1 2026
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Mar 31, 2026. 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
- 136
- −7 vs. Q4 2025
- Shares held
- 13.3M
- −589.5K (−4.2%) vs. Q4 2025
- Total value
- $355.0M
- −$41.1M (−10.4%) vs. Q4 2025
- New holders
- 20
- 45 more added
- Sold out
- 27
- 37 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 30,266 | $807.2K | 0.00% | +402+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 30,703 | $816.8K | 0.00% | −697−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 31,522 | $840.7K | 0.00% | −150−0.5% | Reduced |
| Arkadios Wealth Advisors | 31,567 | $841.9K | 0.01% | +50+0.2% | Added |
| Dakota Wealth Management | 35,995 | $960.0K | 0.02% | −440−1.2% | Reduced |
| High Point Wealth Management, LLC | 44,553 | $1.19M | 1.15% | +4,940+12.5% | Added |
| Shulman DeMeo Asset Management LLC | 45,829 | $1.22M | 0.26% | +45,829 | New |
| Schnieders Capital Management, LLC. | 46,515 | $1.24M | 0.20% | −1,200−2.5% | Reduced |
| GWM Advisors LLC | 54,584 | $1.46M | 0.01% | +6,882+14.4% | Added |
| Cetera Investment Advisers | 55,703 | $1.49M | 0.00% | +10,730+23.9% | Added |
| First Trust Advisors LP | 56,321 | $1.50M | 0.00% | +4,985+9.7% | Added |
| MONECO Advisors, LLC | 60,746 | $1.62M | 0.13% | −1,230−2.0% | Reduced |
| PMG Family Office LLC | 60,228 | $1.64M | 1.83% | +419+0.7% | Added |
| Commonwealth Equity Services, LLC | 65,532 | $1.75M | 0.00% | −10,288−13.6% | Reduced |
| Ionic Capital Management LLC | 66,113 | $1.76M | 1.48% | +4,271+6.9% | Added |
| Kestra Advisory Services, LLC | 73,344 | $1.96M | 0.01% | +62,718+590.2% | Added |
| D.A. Davidson & Co. | 100,726 | $2.69M | 0.02% | +9,195+10.0% | Added |
| Advisor OS, LLC | 127,390 | $3.40M | 0.25% | +127,390 | New |
| Cypress Capital Management LLC (WY) | 177,931 | $4.85M | 4.49% | +15,332+9.4% | Added |
| Ameriprise Financial Inc | 189,571 | $5.06M | 0.00% | −15,421−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 212,827 | $5.68M | 0.01% | +7,322+3.6% | Added |
| Janney Montgomery Scott LLC | 235,769 | $6.29M | 0.02% | +1,880+0.8% | Added |
| Advisors Asset Management, Inc. | 243,838 | $6.50M | 0.11% | +48,802+25.0% | Added |
| HighTower Advisors, LLC | 263,418 | $7.03M | 0.01% | −1,713−0.6% | Reduced |
| 1607 Capital Partners, LLC | 335,968 | $8.96M | 0.65% | −177,852−34.6% | Reduced |
| Bank of America Corp | 375,648 | $10.0M | 0.00% | +11,219+3.1% | Added |
| Raymond James Financial Inc | 419,171 | $11.2M | 0.00% | +17,074+4.2% | Added |
| Guggenheim Capital LLC | 568,698 | $15.2M | 0.12% | +42,442+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 598,826 | $16.0M | 0.03% | +41,518+7.4% | Added |
| LPL Financial LLC | 636,887 | $17.0M | 0.00% | +51,982+8.9% | Added |
| UBS Group AG | 727,794 | $19.4M | 0.00% | +905+0.1% | Added |
| Royal Bank of Canada | 745,857 | $19.9M | 0.00% | +2,177+0.3% | Added |
| Invesco Ltd. | 779,442 | $20.8M | 0.00% | −33,555−4.1% | Reduced |
| Wells Fargo & Company | 1,248,095 | $33.3M | 0.01% | +7,722+0.6% | Added |
| Karpus Management, Inc. | 1,636,959 | $43.7M | 1.36% | −33,820−2.0% | Reduced |
| Morgan Stanley | 1,946,401 | $51.9M | 0.00% | −71,027−3.5% | Reduced |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −267,683−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −203,750−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −128,348−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −93,250−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −48,119−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −30,295−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,265−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,089−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −13,165−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −12,818−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −9,545−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −9,351−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −8,060−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −7,152−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −7,146−100.0% | Sold out |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |