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 2026
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Jun 30, 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
- 152
- +18 vs. Q1 2026
- Shares held
- 13.1M
- −153.3K (−1.2%) vs. Q1 2026
- Total value
- $396.1M
- +$41.4M (+11.7%) vs. Q1 2026
- New holders
- 28
- 49 more added
- Sold out
- 10
- 47 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 18,268 | $550.6K | 0.00% | +3,918+27.3% | Added |
| Colony Group, LLC | 18,921 | $570.3K | 0.00% | +2,184+13.0% | Added |
| PFG Investments, LLC | 19,736 | $594.9K | 0.02% | −8,639−30.4% | Reduced |
| Alteri Wealth LLC | 20,790 | $626.6K | 0.17% | +31+0.1% | Added |
| Private Advisor Group, LLC | 22,164 | $668.0K | 0.00% | −8,102−26.8% | Reduced |
| Mercer Global Advisors Inc | 22,727 | $685.0K | 0.00% | −5,168−18.5% | Reduced |
| The PNC Financial Services Group, Inc. | 23,543 | $709.6K | 0.00% | −3,370−12.5% | Reduced |
| Baird Financial Group, Inc. | 23,835 | $718.4K | 0.00% | +2,574+12.1% | Added |
| Kestra Advisory Services, LLC | 24,738 | $745.6K | 0.00% | −48,606−66.3% | Reduced |
| Advisory Advocates, LLC | 25,648 | $773.0K | 0.66% | +106+0.4% | Added |
| Envestnet Asset Management Inc | 26,774 | $807.0K | 0.00% | +4,931+22.6% | Added |
| Dakota Wealth Management | 28,040 | $845.1K | 0.02% | −7,955−22.1% | Reduced |
| Stratos Wealth Partners, LTD. | 28,395 | $855.8K | 0.01% | −1,454−4.9% | Reduced |
| TCG Advisory Services, LLC | 28,643 | $863.3K | 0.02% | +490+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,679 | $954.9K | 0.00% | +976+3.2% | Added |
| Arkadios Wealth Advisors | 31,690 | $955.1K | 0.01% | +123+0.4% | Added |
| Rockefeller Capital Management L.P. | 34,702 | $1.05M | 0.00% | +3,180+10.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,937 | $1.05M | 0.03% | +20,183+136.8% | Added |
| Ionic Capital Management LLC | 43,447 | $1.31M | 1.23% | −22,666−34.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 44,170 | $1.33M | 0.25% | −1,659−3.6% | Reduced |
| Shaker Financial Services, LLC | 45,069 | $1.36M | 0.43% | +45,069 | New |
| Schnieders Capital Management, LLC. | 46,015 | $1.39M | 0.18% | −500−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 46,420 | $1.40M | 0.02% | +46,420 | New |
| IHT Wealth Management, LLC | 52,731 | $1.59M | 0.03% | +52,731 | New |
| High Point Wealth Management, LLC | 53,804 | $1.62M | 1.33% | +9,251+20.8% | Added |
| First Trust Advisors LP | 56,020 | $1.69M | 0.00% | −301−0.5% | Reduced |
| GWM Advisors LLC | 57,584 | $1.74M | 0.01% | +3,000+5.5% | Added |
| MONECO Advisors, LLC | 59,742 | $1.80M | 0.11% | −1,004−1.7% | Reduced |
| Cetera Investment Advisers | 59,971 | $1.81M | 0.00% | +4,268+7.7% | Added |
| Commonwealth Equity Services, LLC | 61,181 | $1.84M | 0.00% | −4,351−6.6% | Reduced |
| PMG Family Office LLC | 60,839 | $1.88M | 1.73% | +611+1.0% | Added |
| Huntleigh Advisors, Inc. | 62,716 | $1.89M | 0.26% | +39,663+172.1% | Added |
| Advisor OS, LLC | 72,477 | $2.18M | 0.15% | −54,913−43.1% | Reduced |
| D.A. Davidson & Co. | 107,359 | $3.24M | 0.02% | +6,633+6.6% | Added |
| Ameriprise Financial Inc | 173,377 | $5.23M | 0.00% | −16,194−8.5% | Reduced |
| Cypress Capital Management LLC (WY) | 192,683 | $5.95M | 4.97% | +14,752+8.3% | Added |
| Advisor Group Holdings, Inc. | 214,358 | $6.46M | 0.01% | +1,531+0.7% | Added |
| Janney Montgomery Scott LLC | 236,913 | $7.14M | 0.01% | +1,144+0.5% | Added |
| 1607 Capital Partners, LLC | 245,130 | $7.39M | 0.64% | −90,838−27.0% | Reduced |
| Advisors Asset Management, Inc. | 261,137 | $7.87M | 0.12% | +17,299+7.1% | Added |
| HighTower Advisors, LLC | 261,637 | $7.89M | 0.01% | −1,781−0.7% | Reduced |
| Bank of America Corp | 343,339 | $10.3M | 0.00% | −32,309−8.6% | Reduced |
| Raymond James Financial Inc | 425,446 | $12.8M | 0.00% | +6,275+1.5% | Added |
| Invesco Ltd. | 613,256 | $18.5M | 0.00% | −166,186−21.3% | Reduced |
| Guggenheim Capital LLC | 647,564 | $19.5M | 0.13% | +78,866+13.9% | Added |
| Royal Bank of Canada | 735,304 | $22.2M | 0.00% | −10,553−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 738,826 | $22.3M | 0.03% | +140,000+23.4% | Added |
| LPL Financial LLC | 740,519 | $22.3M | 0.01% | +103,632+16.3% | Added |
| UBS Group AG | 742,278 | $22.4M | 0.00% | +14,484+2.0% | Added |
| Wells Fargo & Company | 1,220,343 | $36.8M | 0.01% | −27,752−2.2% | Reduced |
| Karpus Management, Inc. | 1,393,850 | $42.0M | 1.21% | −243,109−14.9% | Reduced |
| Morgan Stanley | 1,877,709 | $56.6M | 0.00% | −68,692−3.5% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −24,688−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −9,196−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,633−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |