Nuveen S&P 500 Dynamic Overwrite Fund
SPXX- Exchange
- NYSE
- SEC CIK
- 0001338561
No open-market purchases or sales by Nuveen S&P 500 Dynamic Overwrite Fund insiders were filed in the last 90 days; 232 institutions reported holding it in 13F filings for Q2 2026, worth $824.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen S&P 500 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
- 232
- +8 vs. Q1 2026
- Shares held
- 44.2M
- +1.14M (+2.7%) vs. Q1 2026
- Total value
- $824.2M
- +$132.0M (+19.1%) vs. Q1 2026
- New holders
- 27
- 63 more added
- Sold out
- 19
- 92 more reduced
4 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 SPXX 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 | 232 | $824.2M |
| Q1 2026 | 228 | $693.2M |
| Q4 2025 | 60 | $68.1M |
| Q3 2025 | 53 | $62.3M |
| Q2 2025 | 49 | $60.3M |
| Q1 2025 | 51 | $59.0M |
| Q4 2024 | 49 | $68.5M |
| Q3 2024 | 50 | $67.3M |
| Q2 2024 | 53 | $66.9M |
| Q1 2024 | 52 | $69.9M |
| Q4 2023 | 53 | $66.1M |
| Q3 2023 | 51 | $60.0M |
| Q2 2023 | 48 | $62.9M |
| Q1 2023 | 47 | $53.1M |
| Q4 2022 | 47 | $59.3M |
| Q3 2022 | 45 | $56.1M |
| Q2 2022 | 50 | $69.0M |
| Q1 2022 | 51 | $60.5M |
| Q4 2021 | 44 | $61.5M |
| Q3 2021 | 44 | $54.4M |
| Q2 2021 | 46 | $53.7M |
| Q1 2021 | 51 | $51.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,472,863 | $232.5M | 0.01% | +245,054+2.0% | Added |
| Wells Fargo & Company | 2,440,231 | $45.5M | 0.01% | −186,723−7.1% | Reduced |
| Saba Capital Management, L.P. | 2,368,022 | $44.1M | 1.35% | +830,599+54.0% | Added |
| LPL Financial LLC | 1,997,074 | $37.2M | 0.01% | +22,778+1.2% | Added |
| Invesco Ltd. | 1,987,730 | $37.1M | 0.00% | +40,736+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,951,647 | $36.4M | 0.06% | +330,000+20.3% | Added |
| UBS Group AG | 1,809,938 | $33.7M | 0.01% | −74,212−3.9% | Reduced |
| Raymond James Financial Inc | 1,786,820 | $33.3M | 0.01% | −49,393−2.7% | Reduced |
| Bank of America Corp | 1,297,471 | $24.2M | 0.00% | −29,068−2.2% | Reduced |
| Advisors Asset Management, Inc. | 1,233,884 | $23.0M | 0.35% | +39,836+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,198,044 | $22.3M | 0.03% | +604,103+101.7% | Added |
| Guggenheim Capital LLC | 937,141 | $17.5M | 0.11% | −112,325−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 600,563 | $11.2M | 0.01% | +9,800+1.7% | Added |
| Royal Bank of Canada | 450,007 | $8.39M | 0.00% | −78,700−14.9% | Reduced |
| Stifel Financial Corp | 436,736 | $8.14M | 0.01% | +112,444+34.7% | Added |
| Absolute Investment Advisers LLC | 421,986 | $7.87M | 0.76% | −8,447−2.0% | Reduced |
| Ameriprise Financial Inc | 420,868 | $7.84M | 0.00% | −10,025−2.3% | Reduced |
| GatePass Capital, LLC | 369,950 | $6.90M | 2.63% | +317,387+603.8% | Added |
| Twelve Points Wealth Management LLC | 345,118 | $6.43M | 1.29% | +19,617+6.0% | Added |
| Almitas Capital LLC | 326,907 | $6.09M | 1.46% | +238,355+269.2% | Added |
| Capital Investment Advisors, LLC | 296,331 | $5.52M | 0.07% | +10,796+3.8% | Added |
| Janney Montgomery Scott LLC | 283,510 | $5.29M | 0.01% | −3,804−1.3% | Reduced |
| Shaker Financial Services, LLC | 257,328 | $4.97M | 1.56% | −149,994−36.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 254,177 | $4.74M | 0.14% | +43,598+20.7% | Added |
| Commonwealth Equity Services, LLC | 242,536 | $4.52M | 0.01% | −2,580−1.1% | Reduced |
| Cetera Investment Advisers | 229,454 | $4.28M | 0.00% | −32,773−12.5% | Reduced |
| Logan Stone Capital, LLC | 228,792 | $4.26M | 0.90% | +177,484+345.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 205,568 | $3.83M | 0.02% | −3,112−1.5% | Reduced |
| Wolverine Asset Management LLC | 202,473 | $3.77M | 0.05% | −347,115−63.2% | Reduced |
| MONECO Advisors, LLC | 198,750 | $3.70M | 0.23% | −4,615−2.3% | Reduced |
| Bulldog Investors, LLP | 187,572 | $3.50M | 0.77% | +62,157+49.6% | Added |
| Quarry LP | 177,171 | $3.30M | 0.52% | −24,413−12.1% | Reduced |
| Sage Capital Management, LLC | 166,576 | $3.11M | 1.21% | −30,925−15.7% | Reduced |
| Altium Capital Management LP | 157,395 | $2.93M | 6.18% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 155,989 | $2.91M | 0.25% | +37,598+31.8% | Added |
| Shulman DeMeo Asset Management LLC | 151,552 | $2.82M | 0.53% | −6,168−3.9% | Reduced |
| MML Investors Services, LLC | 150,694 | $2.81M | 0.01% | +65,112+76.1% | Added |
| Two Sigma Investments, LP | 141,506 | $2.64M | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 139,466 | $2.60M | 0.17% | +139,466 | New |
| GWM Advisors LLC | 139,122 | $2.59M | 0.01% | +3,460+2.6% | Added |
| Advisory Advocates, LLC | 134,599 | $2.51M | 2.15% | −1,891−1.4% | Reduced |
| Envestnet Asset Management Inc | 134,295 | $2.50M | 0.00% | −111,977−45.5% | Reduced |
| Fortem Financial Group, LLC | 125,998 | $2.35M | 0.48% | −4,914−3.8% | Reduced |
| PMG Family Office LLC | 111,852 | $2.13M | 1.96% | +425+0.4% | Added |
| Park Avenue Securities LLC | 113,088 | $2.11M | 0.01% | −68,039−37.6% | Reduced |
| Cypress Capital Management LLC (WY) | 110,380 | $2.09M | 1.75% | +15,898+16.8% | Added |
| Colony Group, LLC | 109,643 | $2.04M | 0.00% | +729+0.7% | Added |
| Lighthouse Financial Services Inc | 108,498 | $2.02M | 0.43% | −694−0.6% | Reduced |
| Kestra Advisory Services, LLC | 104,219 | $1.94M | 0.01% | −105,488−50.3% | Reduced |
| Prospera Financial Services Inc | 101,811 | $1.90M | 0.03% | +2,858+2.9% | Added |
| Blue Bell Private Wealth Management, LLC | 98,545 | $1.84M | 0.23% | +18,341+22.9% | Added |
| TPG Advisors LLC | 97,348 | $1.81M | 1.00% | −1,569−1.6% | Reduced |
| Private Advisor Group, LLC | 94,669 | $1.76M | 0.01% | +2,664+2.9% | Added |
| Forteris Wealth Management Inc. | 90,315 | $1.68M | 1.38% | +5,018+5.9% | Added |
| D.A. Davidson & Co. | 89,622 | $1.67M | 0.01% | −1,914−2.1% | Reduced |
| Fifth Third Bancorp | 77,911 | $1.45M | 0.00% | +76,911+7,691.1% | Added |
| Ionic Capital Management LLC | 76,369 | $1.42M | 1.34% | −54,618−41.7% | Reduced |
| Islay Capital Management, LLC | 75,984 | $1.42M | 0.67% | +9,373+14.1% | Added |
| HighTower Advisors, LLC | 75,740 | $1.41M | 0.00% | −517,176−87.2% | Reduced |
| Moors & Cabot, Inc. | 75,106 | $1.40M | 0.05% | +711+1.0% | Added |
| Integrated Wealth Concepts LLC | 71,435 | $1.33M | 0.01% | −3,517−4.7% | Reduced |
| Ashton Thomas Securities, LLC | 68,250 | $1.27M | 0.19% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 66,356 | $1.24M | 0.04% | +16,705+33.6% | Added |
| Patten Group, Inc. | 65,767 | $1.23M | 0.19% | +25,849+64.8% | Added |
| Allworth Financial LP | 65,417 | $1.22M | 0.01% | +2,369+3.8% | Added |
| Tyche Wealth Partners LLC | 64,905 | $1.21M | 0.17% | +122+0.2% | Added |
| Davenport & Co LLC | 61,372 | $1.14M | 0.01% | −4,937−7.4% | Reduced |
| High Point Wealth Management, LLC | 60,120 | $1.12M | 0.92% | +89+0.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 57,377 | $1.07M | 0.72% | −20.0% | Reduced |
| Atomi Financial Group, Inc. | 57,198 | $1.07M | 0.03% | +7,608+15.3% | Added |
| Truist Financial Corp | 57,118 | $1.06M | 0.00% | −3,812−6.3% | Reduced |
| Baird Financial Group, Inc. | 55,824 | $1.04M | 0.00% | +11,983+27.3% | Added |
| Northwestern Mutual Wealth Management Co | 52,520 | $979.0K | 0.00% | +357+0.7% | Added |
| Puff Wealth Management, LLC | 51,264 | $955.6K | 0.97% | +51,264 | New |
| Sims Investment Management, LLC | 50,462 | $940.6K | 0.29% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 50,253 | $936.7K | 0.01% | +50,253 | New |
| Rockefeller Capital Management L.P. | 47,458 | $884.6K | 0.00% | +914+2.0% | Added |
| Richmond Investment Services, LLC | 46,104 | $859.4K | 0.27% | −42,948−48.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,963 | $838.1K | 0.00% | −609−1.3% | Reduced |
| Nations Financial Group Inc, | 44,113 | $822.3K | 0.04% | −526−1.2% | Reduced |
| XTX Topco Ltd | 43,397 | $808.9K | 0.01% | +24,402+128.5% | Added |
| Alteri Wealth LLC | 43,258 | $806.3K | 0.22% | +317+0.7% | Added |
| International Assets Investment Management, LLC | 42,037 | $784.0K | 0.05% | −39−0.1% | Reduced |
| Venture Visionary Partners LLC | 41,704 | $777.4K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 40,537 | $755.6K | 0.02% | +38+0.1% | Added |
| Umb Bank N A | 39,825 | $742.3K | 0.01% | −20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 37,958 | $707.5K | 0.00% | −7,142−15.8% | Reduced |
| IFP Advisors, Inc | 37,904 | $706.5K | 0.01% | −200−0.5% | Reduced |
| World Equity Group, Inc. | 37,429 | $697.7K | 0.16% | +4,568+13.9% | Added |
| Diversify Wealth Management, LLC | 37,084 | $687.2K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 37,084 | $687.2K | 0.01% | +37,084 | New |
| Calamos Advisors LLC | 36,822 | $686.4K | 0.00% | +10,842+41.7% | Added |
| Spire Wealth Management | 36,682 | $683.8K | 0.02% | +631+1.8% | Added |
| NBC Securities, Inc. | 36,494 | $680.2K | 0.05% | −293−0.8% | Reduced |
| Investment Partners Asset Management, Inc. | 36,350 | $677.6K | 0.38% | 00.0% | Unchanged |
| Summit Financial, LLC | 35,913 | $673.8K | 0.01% | −52−0.1% | Reduced |
| Palogic Value Management, L.P. | 35,878 | $668.8K | 0.12% | +17,934+99.9% | Added |
| RSM US Wealth Management LLC | 34,753 | $663.1K | 0.01% | −5,568−13.8% | Reduced |
| Focused Wealth Management, Inc | 35,071 | $653.7K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 34,848 | $650.0K | 0.02% | −1,662−4.6% | Reduced |