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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 172 | $3.10K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $3.61K | 0.00% | +200 | New |
| Kentucky Trust Co | 240 | $4.33K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 268 | $4.83K | 0.00% | +268 | New |
| St Germain D J Co Inc | 375 | $6.76K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $9.02K | 0.00% | +500 | New |
| Smallwood Wealth Investment Management, LLC | 542 | $9.79K | 0.01% | +20+3.8% | Added |
| Sound Income Strategies, LLC | 581 | $10.5K | 0.00% | +581 | New |
| SageView Advisory Group, LLC | 663 | $12.0K | 0.00% | +663 | New |
| Wolverine Asset Management LLC | 778 | $14.0K | 0.00% | +778 | New |
| Flagship Harbor Advisors, LLC | 971 | $17.5K | 0.00% | +971 | New |
| 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 |
| Farther Finance Advisors, LLC | 1,568 | $28.3K | 0.00% | +1,250+393.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,725 | $31.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $36.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,500 | $45.1K | 0.00% | +2,500 | New |
| GWM Advisors LLC | 2,643 | $47.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,890 | $70.2K | 0.00% | +3,890 | New |
| Northwestern Mutual Wealth Management Co | 5,753 | $103.8K | 0.00% | −52−0.9% | Reduced |
| Moors & Cabot, Inc. | 10,131 | $182.8K | 0.01% | +10,131 | New |
| Decision Investments, Inc | 10,270 | $185.3K | 0.20% | +10,270 | New |
| Wedbush Securities Inc | 10,363 | $187.0K | 0.01% | +10,363 | New |
| Aptus Capital Advisors, LLC | 10,585 | $191.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,733 | $194.0K | 0.00% | −61−0.6% | Reduced |
| Logan Stone Capital, LLC | 10,924 | $197.1K | 0.05% | +10,924 | New |
| Aviance Capital Partners, LLC | 12,774 | $230.5K | 0.03% | +182+1.4% | Added |
| Bank of Montreal | 13,496 | $243.5K | 0.00% | −904−6.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,625 | $245.8K | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 14,331 | $258.5K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,690 | $265.0K | 0.01% | +14,690 | New |
| Diversify Advisory Services, LLC | 15,219 | $274.1K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 18,459 | $333.0K | 0.00% | +162+0.9% | Added |
| Allworth Financial LP | 19,290 | $348.0K | 0.00% | +30.0% | Added |
| Commonwealth Equity Services, LLC | 24,490 | $441.8K | 0.00% | −95−0.4% | Reduced |
| High Point Wealth Management, LLC | 25,052 | $451.9K | 0.42% | +25,052 | New |
| Cetera Investment Advisers | 27,427 | $494.8K | 0.00% | +5,942+27.7% | Added |
| Two Sigma Investments, LP | 27,716 | $500.0K | 0.00% | +11,719+73.3% | Added |
| IFP Advisors, Inc | 28,940 | $522.1K | 0.01% | −660−2.2% | Reduced |
| Private Advisor Group, LLC | 31,356 | $565.7K | 0.00% | −6,880−18.0% | Reduced |
| Western Wealth Management, LLC | 34,213 | $617.2K | 0.03% | +19,811+137.6% | Added |
| Allspring Global Investments Holdings, LLC | 37,967 | $684.9K | 0.00% | +37,967 | New |
| Ameriprise Financial Inc | 40,352 | $728.0K | 0.00% | +1,956+5.1% | Added |
| PMG Family Office LLC | 44,877 | $809.6K | 0.94% | +240+0.5% | Added |
| Tyche Wealth Partners LLC | 45,004 | $811.9K | 0.13% | +217+0.5% | Added |
| Shulman DeMeo Asset Management LLC | 46,128 | $832.1K | 0.19% | −605−1.3% | Reduced |
| Davenport & Co LLC | 53,386 | $963.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 55,218 | $996.1K | 0.02% | −6,680−10.8% | Reduced |
| Fortem Financial Group, LLC | 71,181 | $1.28M | 0.34% | +8,494+13.5% | Added |
| Royal Bank of Canada | 74,224 | $1.34M | 0.00% | +7,745+11.7% | Added |
| Bank of America Corp | 74,630 | $1.35M | 0.00% | −2,161−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,979 | $2.04M | 0.01% | −12,809−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 150,499 | $2.72M | 0.00% | +29,582+24.5% | Added |
| Guggenheim Capital LLC | 185,128 | $3.34M | 0.02% | +71,427+62.8% | Added |
| Morgan Stanley | 230,724 | $4.16M | 0.00% | +8,036+3.6% | Added |
| Raymond James Financial Inc | 347,146 | $6.26M | 0.00% | +1,337+0.4% | Added |
| Invesco Ltd. | 348,156 | $6.28M | 0.00% | +38,908+12.6% | Added |
| LPL Financial LLC | 356,669 | $6.43M | 0.00% | +44,964+14.4% | Added |
| UBS Group AG | 389,300 | $7.02M | 0.00% | −15,966−3.9% | Reduced |
| Wells Fargo & Company | 700,770 | $12.6M | 0.00% | +19,070+2.8% | Added |
| 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 |