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, Q1 2026
Institutional positions in Nuveen S&P 500 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
- 228
- +170 vs. Q4 2025
- Shares held
- 43.1M
- +39.4M (+1,043.1%) vs. Q4 2025
- Total value
- $693.2M
- +$625.2M (+918.7%) vs. Q4 2025
- New holders
- 174
- 50 more added
- Sold out
- 4
- 1 more reduced
2 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 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,227,809 | $196.5M | 0.01% | +11,997,085+5,199.8% | Added |
| Wells Fargo & Company | 2,626,954 | $42.2M | 0.01% | +1,926,184+274.9% | Added |
| LPL Financial LLC | 1,974,296 | $31.7M | 0.01% | +1,617,627+453.5% | Added |
| Invesco Ltd. | 1,946,994 | $31.3M | 0.00% | +1,598,838+459.2% | Added |
| UBS Group AG | 1,884,150 | $30.3M | 0.01% | +1,494,850+384.0% | Added |
| Raymond James Financial Inc | 1,836,213 | $29.5M | 0.01% | +1,489,067+428.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,621,647 | $26.1M | 0.04% | +1,583,680+4,171.2% | Added |
| Saba Capital Management, L.P. | 1,537,423 | $24.7M | 0.79% | +1,537,423 | New |
| Bank of America Corp | 1,326,539 | $21.3M | 0.00% | +1,251,909+1,677.5% | Added |
| Advisors Asset Management, Inc. | 1,194,048 | $19.2M | 0.32% | +1,138,830+2,062.4% | Added |
| Guggenheim Capital LLC | 1,049,466 | $16.9M | 0.13% | +864,338+466.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 593,941 | $9.54M | 0.02% | +480,962+425.7% | Added |
| HighTower Advisors, LLC | 592,916 | $9.53M | 0.01% | +592,916 | New |
| Advisor Group Holdings, Inc. | 590,763 | $9.49M | 0.01% | +440,264+292.5% | Added |
| Wolverine Asset Management LLC | 549,588 | $8.83M | 0.14% | +548,810+70,541.1% | Added |
| Royal Bank of Canada | 528,707 | $8.50M | 0.00% | +454,483+612.3% | Added |
| Absolute Investment Advisers LLC | 430,433 | $6.92M | 0.81% | +430,433 | New |
| Ameriprise Financial Inc | 430,893 | $6.91M | 0.00% | +390,541+967.8% | Added |
| Shaker Financial Services, LLC | 407,322 | $6.55M | 2.28% | +407,322 | New |
| Twelve Points Wealth Management LLC | 325,501 | $5.23M | 1.15% | +325,501 | New |
| Stifel Financial Corp | 324,292 | $5.21M | 0.00% | +324,292 | New |
| Janney Montgomery Scott LLC | 287,314 | $4.62M | 0.01% | +276,581+2,576.9% | Added |
| Capital Investment Advisors, LLC | 285,535 | $4.59M | 0.07% | +285,535 | New |
| Cetera Investment Advisers | 262,227 | $4.21M | 0.00% | +234,800+856.1% | Added |
| Independent Advisor Alliance | 247,485 | $3.98M | 0.04% | +247,485 | New |
| Envestnet Asset Management Inc | 246,272 | $3.96M | 0.00% | +246,272 | New |
| Commonwealth Equity Services, LLC | 245,116 | $3.94M | 0.01% | +220,626+900.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 210,579 | $3.38M | 0.11% | +195,889+1,333.5% | Added |
| Kestra Advisory Services, LLC | 209,707 | $3.37M | 0.01% | +205,817+5,290.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 208,680 | $3.35M | 0.02% | +208,680 | New |
| MONECO Advisors, LLC | 203,365 | $3.27M | 0.25% | +203,365 | New |
| Quarry LP | 201,584 | $3.24M | 0.65% | +201,584 | New |
| Sage Capital Management, LLC | 197,501 | $3.17M | 1.49% | +197,501 | New |
| Park Avenue Securities LLC | 181,127 | $2.91M | 0.02% | +181,127 | New |
| Shulman DeMeo Asset Management LLC | 157,720 | $2.53M | 0.54% | +111,592+241.9% | Added |
| Altium Capital Management LP | 157,395 | $2.53M | 6.02% | +157,395 | New |
| Thomas J. Herzfeld Advisors, Inc. | 149,092 | $2.40M | 0.81% | +149,092 | New |
| Two Sigma Investments, LP | 141,506 | $2.27M | 0.00% | +113,790+410.6% | Added |
| Advisory Advocates, LLC | 136,490 | $2.19M | 2.24% | +136,490 | New |
| GWM Advisors LLC | 135,662 | $2.18M | 0.01% | +133,019+5,032.9% | Added |
| Ionic Capital Management LLC | 130,987 | $2.10M | 1.77% | +130,987 | New |
| Fortem Financial Group, LLC | 130,912 | $2.10M | 0.53% | +59,731+83.9% | Added |
| Bulldog Investors, LLP | 125,415 | $2.02M | 0.45% | +125,415 | New |
| 1607 Capital Partners, LLC | 118,391 | $1.90M | 0.14% | +104,060+726.1% | Added |
| Lighthouse Financial Services Inc | 109,192 | $1.90M | 0.43% | +109,192 | New |
| PMG Family Office LLC | 111,427 | $1.81M | 2.02% | +66,550+148.3% | Added |
| Colony Group, LLC | 108,914 | $1.75M | 0.00% | +108,914 | New |
| Rivernorth Capital Management, LLC | 99,335 | $1.60M | 0.08% | +99,335 | New |
| Prospera Financial Services Inc | 98,953 | $1.59M | 0.03% | +98,953 | New |
| TPG Advisors LLC | 98,917 | $1.59M | 0.99% | +98,917 | New |
| Cypress Capital Management LLC (WY) | 94,482 | $1.52M | 1.40% | +94,482 | New |
| Private Advisor Group, LLC | 92,005 | $1.48M | 0.01% | +60,649+193.4% | Added |
| D.A. Davidson & Co. | 91,536 | $1.47M | 0.01% | +91,536 | New |
| Richmond Investment Services, LLC | 89,052 | $1.43M | 0.23% | +89,052 | New |
| Almitas Capital LLC | 88,552 | $1.42M | 0.32% | +88,552 | New |
| MML Investors Services, LLC | 85,582 | $1.38M | 0.00% | +85,582 | New |
| Forteris Wealth Management Inc. | 85,297 | $1.37M | 1.31% | +85,297 | New |
| Blue Bell Private Wealth Management, LLC | 80,204 | $1.29M | 0.19% | +80,004+40,002.0% | Added |
| Integrated Wealth Concepts LLC | 74,952 | $1.20M | 0.01% | +74,952 | New |
| Moors & Cabot, Inc. | 74,395 | $1.20M | 0.05% | +64,264+634.3% | Added |
| Ashton Thomas Securities, LLC | 68,250 | $1.10M | 0.14% | +68,250 | New |
| Islay Capital Management, LLC | 66,611 | $1.07M | 0.54% | +66,611 | New |
| Davenport & Co LLC | 66,309 | $1.07M | 0.01% | +12,923+24.2% | Added |
| Tyche Wealth Partners LLC | 64,783 | $1.04M | 0.16% | +19,779+43.9% | Added |
| Allworth Financial LP | 63,048 | $1.01M | 0.00% | +43,758+226.8% | Added |
| Truist Financial Corp | 60,930 | $979.1K | 0.00% | +42,471+230.1% | Added |
| High Point Wealth Management, LLC | 60,031 | $964.7K | 0.93% | +34,979+139.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 57,379 | $922.1K | 0.75% | +57,379 | New |
| GatePass Capital, LLC | 52,563 | $844.7K | 0.41% | +52,563 | New |
| Northwestern Mutual Wealth Management Co | 52,163 | $838.3K | 0.00% | +46,410+806.7% | Added |
| Logan Stone Capital, LLC | 51,308 | $824.5K | 0.23% | +40,384+369.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 51,232 | $823.3K | 0.05% | +51,232 | New |
| Sims Investment Management, LLC | 50,462 | $810.9K | 0.30% | +50,462 | New |
| Susquehanna International Group, LLP | 50,384 | $809.7K | 0.00% | +50,384 | New |
| Leo Wealth, LLC | 49,854 | $801.2K | 0.06% | +49,854 | New |
| Dynamic Advisor Solutions LLC | 49,651 | $797.9K | 0.03% | +49,651 | New |
| Atomi Financial Group, Inc. | 49,590 | $796.9K | 0.02% | +49,590 | New |
| Pathstone Holdings, LLC | 47,702 | $766.6K | 0.00% | +47,702 | New |
| Rockefeller Capital Management L.P. | 46,544 | $748.0K | 0.00% | +46,544 | New |
| Steward Partners Investment Advisory, LLC | 45,572 | $732.3K | 0.00% | +43,847+2,541.9% | Added |
| The PNC Financial Services Group, Inc. | 45,100 | $724.8K | 0.00% | +44,100+4,410.0% | Added |
| Nations Financial Group Inc, | 44,639 | $717.3K | 0.04% | +44,639 | New |
| Baird Financial Group, Inc. | 43,841 | $704.5K | 0.00% | +43,841 | New |
| Alteri Wealth LLC | 42,941 | $690.1K | 0.22% | +42,941 | New |
| International Assets Investment Management, LLC | 42,076 | $685.8K | 0.05% | +42,076 | New |
| Venture Visionary Partners LLC | 41,704 | $670.2K | 0.02% | +41,704 | New |
| Pensionmark Financial Group, LLC | 40,816 | $655.9K | 0.01% | +40,816 | New |
| Western Wealth Management, LLC | 40,499 | $650.8K | 0.03% | +6,286+18.4% | Added |
| RSM US Wealth Management LLC | 40,321 | $648.2K | 0.01% | +40,321 | New |
| Diversify Wealth Management, LLC | 37,084 | $645.3K | 0.01% | +37,084 | New |
| Patten Group, Inc. | 39,918 | $641.5K | 0.11% | +39,918 | New |
| Umb Bank N A | 39,827 | $640.0K | 0.01% | +39,827 | New |
| IFP Advisors, Inc | 38,104 | $612.3K | 0.01% | +9,164+31.7% | Added |
| Farther Finance Advisors, LLC | 36,321 | $592.0K | 0.01% | +34,753+2,216.4% | Added |
| NBC Securities, Inc. | 36,787 | $591.2K | 0.04% | +36,787 | New |
| Wedbush Securities Inc | 36,510 | $587.0K | 0.02% | +26,147+252.3% | Added |
| Investment Partners Asset Management, Inc. | 36,350 | $584.1K | 0.36% | +36,350 | New |
| Spire Wealth Management | 36,051 | $579.3K | 0.02% | +36,051 | New |
| Summit Financial, LLC | 35,965 | $579.3K | 0.01% | +35,965 | New |
| Focused Wealth Management, Inc | 35,071 | $563.6K | 0.06% | +35,071 | New |