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 $812.7M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Nuveen S&P 500 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
- 60
- +7 vs. Q3 2025
- Shares held
- 3.78M
- +213.6K (+6.0%) vs. Q3 2025
- Total value
- $68.1M
- +$5.77M (+9.3%) vs. Q3 2025
- New holders
- 16
- 20 more added
- Sold out
- 9
- 11 more reduced
Compare with Q3 2025: 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 | $812.7M |
| Q1 2026 | 228 | $693.2M |
| Q4 2025 | 60 | $68.1M |
| Q3 2025 | 53 | $62.3M |
| Q2 2025 | 49 | $59.1M |
| Q1 2025 | 51 | $59.0M |
| Q4 2024 | 49 | $68.5M |
| Q3 2024 | 50 | $67.3M |
| Q2 2024 | 53 | $66.9M |
| Q1 2024 | 52 | $63.5M |
| Q4 2023 | 53 | $62.7M |
| 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 | $55.5M |
| Q1 2022 | 51 | $60.5M |
| Q4 2021 | 44 | $61.5M |
| Q3 2021 | 44 | $54.4M |
| Q2 2021 | 46 | $53.7M |
| Q1 2021 | 51 | $51.4M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 700,770 | $12.6M | 0.00% | +19,070+2.8% | Added |
| UBS Group AG | 389,300 | $7.02M | 0.00% | −15,966−3.9% | Reduced |
| LPL Financial LLC | 356,669 | $6.43M | 0.00% | +44,964+14.4% | Added |
| Invesco Ltd. | 348,156 | $6.28M | 0.00% | +38,908+12.6% | Added |
| Raymond James Financial Inc | 347,146 | $6.26M | 0.00% | +1,337+0.4% | Added |
| Morgan Stanley | 230,724 | $4.16M | 0.00% | +8,036+3.6% | Added |
| Guggenheim Capital LLC | 185,128 | $3.34M | 0.02% | +71,427+62.8% | Added |
| Advisor Group Holdings, Inc. | 150,499 | $2.72M | 0.00% | +29,582+24.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 112,979 | $2.04M | 0.01% | −12,809−10.2% | Reduced |
| Bank of America Corp | 74,630 | $1.35M | 0.00% | −2,161−2.8% | Reduced |
| Royal Bank of Canada | 74,224 | $1.34M | 0.00% | +7,745+11.7% | Added |
| Fortem Financial Group, LLC | 71,181 | $1.28M | 0.34% | +8,494+13.5% | Added |
| Advisors Asset Management, Inc. | 55,218 | $996.1K | 0.02% | −6,680−10.8% | Reduced |
| Davenport & Co LLC | 53,386 | $963.1K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 46,128 | $832.1K | 0.19% | −605−1.3% | Reduced |
| Tyche Wealth Partners LLC | 45,004 | $811.9K | 0.13% | +217+0.5% | Added |
| PMG Family Office LLC | 44,877 | $809.6K | 0.94% | +240+0.5% | Added |
| Ameriprise Financial Inc | 40,352 | $728.0K | 0.00% | +1,956+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 37,967 | $684.9K | 0.00% | +37,967 | New |
| Western Wealth Management, LLC | 34,213 | $617.2K | 0.03% | +19,811+137.6% | Added |
| Private Advisor Group, LLC | 31,356 | $565.7K | 0.00% | −6,880−18.0% | Reduced |
| IFP Advisors, Inc | 28,940 | $522.1K | 0.01% | −660−2.2% | Reduced |
| Two Sigma Investments, LP | 27,716 | $500.0K | 0.00% | +11,719+73.3% | Added |
| Cetera Investment Advisers | 27,427 | $494.8K | 0.00% | +5,942+27.7% | Added |
| High Point Wealth Management, LLC | 25,052 | $451.9K | 0.42% | +25,052 | New |
| Commonwealth Equity Services, LLC | 24,490 | $441.8K | 0.00% | −95−0.4% | Reduced |
| Allworth Financial LP | 19,290 | $348.0K | 0.00% | +30.0% | Added |
| Truist Financial Corp | 18,459 | $333.0K | 0.00% | +162+0.9% | Added |
| Diversify Advisory Services, LLC | 15,219 | $274.1K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,690 | $265.0K | 0.01% | +14,690 | New |
| 1607 Capital Partners, LLC | 14,331 | $258.5K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,625 | $245.8K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 13,496 | $243.5K | 0.00% | −904−6.3% | Reduced |
| Aviance Capital Partners, LLC | 12,774 | $230.5K | 0.03% | +182+1.4% | Added |
| Logan Stone Capital, LLC | 10,924 | $197.1K | 0.05% | +10,924 | New |
| Janney Montgomery Scott LLC | 10,733 | $194.0K | 0.00% | −61−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 10,585 | $191.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,363 | $187.0K | 0.01% | +10,363 | New |
| Decision Investments, Inc | 10,270 | $185.3K | 0.20% | +10,270 | New |
| Moors & Cabot, Inc. | 10,131 | $182.8K | 0.01% | +10,131 | New |
| Northwestern Mutual Wealth Management Co | 5,753 | $103.8K | 0.00% | −52−0.9% | Reduced |
| Kestra Advisory Services, LLC | 3,890 | $70.2K | 0.00% | +3,890 | New |
| GWM Advisors LLC | 2,643 | $47.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,500 | $45.1K | 0.00% | +2,500 | New |
| North Star Investment Management Corp. | 2,000 | $36.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,725 | $31.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,568 | $28.3K | 0.00% | +1,250+393.1% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 971 | $17.5K | 0.00% | +971 | New |
| Wolverine Asset Management LLC | 778 | $14.0K | 0.00% | +778 | New |
| SageView Advisory Group, LLC | 663 | $12.0K | 0.00% | +663 | New |
| Sound Income Strategies, LLC | 581 | $10.5K | 0.00% | +581 | New |
| Smallwood Wealth Investment Management, LLC | 542 | $9.79K | 0.01% | +20+3.8% | Added |
| SRS Capital Advisors, Inc. | 500 | $9.02K | 0.00% | +500 | New |
| St Germain D J Co Inc | 375 | $6.76K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 268 | $4.83K | 0.00% | +268 | New |
| Kentucky Trust Co | 240 | $4.33K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $3.61K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 172 | $3.10K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −85,118−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −26,090−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,011−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |