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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.

Q1 2026 vs. Q4 2025

How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SPXX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders602228+170
Shares3.78M3.50K43.1M+39.4M (+1,043.1%)
Value$68.1M$63.1K$693.2M+$625.2M (+918.7%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (174)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 174 by value.

Institutions new to SPXX in Q1 2026
InstitutionSharesValue% of portfolio
Saba Capital Management, L.P.1,537,423$24.7M0.79%
HighTower Advisors, LLC592,916$9.53M0.01%
Absolute Investment Advisers LLC430,433$6.92M0.81%
Shaker Financial Services, LLC407,322$6.55M2.28%
Twelve Points Wealth Management LLC325,501$5.23M1.15%
Stifel Financial Corp324,292$5.21M0.00%
Capital Investment Advisors, LLC285,535$4.59M0.07%
Independent Advisor Alliance247,485$3.98M0.04%
Envestnet Asset Management Inc246,272$3.96M0.00%
Wiley Bros.-Aintree Capital, LLC208,680$3.35M0.02%
MONECO Advisors, LLC203,365$3.27M0.25%
Quarry LP201,584$3.24M0.65%
Sage Capital Management, LLC197,501$3.17M1.49%
Park Avenue Securities LLC181,127$2.91M0.02%
Altium Capital Management LP157,395$2.53M6.02%
Thomas J. Herzfeld Advisors, Inc.149,092$2.40M0.81%
Advisory Advocates, LLC136,490$2.19M2.24%
Ionic Capital Management LLC130,987$2.10M1.77%
Bulldog Investors, LLP125,415$2.02M0.45%
Lighthouse Financial Services Inc109,192$1.90M0.43%
Colony Group, LLC108,914$1.75M0.00%
Rivernorth Capital Management, LLC99,335$1.60M0.08%
Prospera Financial Services Inc98,953$1.59M0.03%
TPG Advisors LLC98,917$1.59M0.99%
Cypress Capital Management LLC (WY)94,482$1.52M1.40%
D.A. Davidson & Co.91,536$1.47M0.01%
Richmond Investment Services, LLC89,052$1.43M0.23%
Almitas Capital LLC88,552$1.42M0.32%
MML Investors Services, LLC85,582$1.38M0.00%
Forteris Wealth Management Inc.85,297$1.37M1.31%
Integrated Wealth Concepts LLC74,952$1.20M0.01%
Ashton Thomas Securities, LLC68,250$1.10M0.14%
Islay Capital Management, LLC66,611$1.07M0.54%
Blake Schutter Theil Wealth Advisors, LLC57,379$922.1K0.75%
GatePass Capital, LLC52,563$844.7K0.41%
Patriot Financial Group Insurance Agency, LLC51,232$823.3K0.05%
Sims Investment Management, LLC50,462$810.9K0.30%
Susquehanna International Group, LLP50,384$809.7K0.00%
Leo Wealth, LLC49,854$801.2K0.06%
Dynamic Advisor Solutions LLC49,651$797.9K0.03%
Atomi Financial Group, Inc.49,590$796.9K0.02%
Pathstone Holdings, LLC47,702$766.6K0.00%
Rockefeller Capital Management L.P.46,544$748.0K0.00%
Nations Financial Group Inc,44,639$717.3K0.04%
Baird Financial Group, Inc.43,841$704.5K0.00%
Alteri Wealth LLC42,941$690.1K0.22%
International Assets Investment Management, LLC42,076$685.8K0.05%
Venture Visionary Partners LLC41,704$670.2K0.02%
Pensionmark Financial Group, LLC40,816$655.9K0.01%
RSM US Wealth Management LLC40,321$648.2K0.01%
Diversify Wealth Management, LLC37,084$645.3K0.01%
Patten Group, Inc.39,918$641.5K0.11%
Umb Bank N A39,827$640.0K0.01%
NBC Securities, Inc.36,787$591.2K0.04%
Investment Partners Asset Management, Inc.36,350$584.1K0.36%
Spire Wealth Management36,051$579.3K0.02%
Summit Financial, LLC35,965$579.3K0.01%
Focused Wealth Management, Inc35,071$563.6K0.06%
Captrust Financial Advisors34,633$556.5K0.00%
Integrated Capital Management, Inc.34,434$553.4K0.37%
Sanctuary Advisors, LLC32,937$529.3K0.00%
World Equity Group, Inc.32,861$528.1K0.14%
Pflug Koory, LLC32,688$525.3K0.24%
Closed-End Fund Advisors, Inc.32,232$518.0K0.53%
Hilltop Holdings Inc.31,874$512.2K0.05%
Quantedge Capital Pte Ltd30,576$491.4K0.27%
Warren Averett Asset Management, LLC29,685$477.0K0.00%
Commons Capital, LLC29,548$474.8K0.40%
Marco Investment Management LLC28,801$462.8K0.03%
Schnieders Capital Management, LLC.28,336$455.4K0.07%
Jackson, Grant Investment Advisers, Inc.26,871$431.8K0.14%
Calamos Advisors LLC25,980$417.5K0.00%
Institute for Wealth Management, LLC.25,753$413.9K0.04%
Pointe Capital Management LLC24,307$390.6K0.19%
Creative Planning23,963$385.1K0.00%
Instrumental Wealth, LLC22,531$362.1K0.22%
Sagespring Wealth Partners, LLC20,157$323.9K0.01%
Lido Advisors, LLC20,092$323.0K0.00%
StoneX Group Inc.19,171$313.3K0.02%
Mariner, LLC19,453$312.6K0.00%
Concurrent Investment Advisors, LLC19,246$309.3K0.00%
XTX Topco Ltd18,995$305.3K0.01%
Jane Street Group, LLC18,779$301.8K0.00%
Palogic Value Management, L.P.17,944$288.4K0.13%
CoreCap Advisors, LLC17,267$277.5K0.01%
Kovack Advisors, Inc.16,386$266.5K0.01%
Wealth Effects LLC16,426$264.0K0.09%
Armor Investment Advisors, LLC16,343$262.6K0.09%
Maltin Wealth Management, Inc.16,102$258.8K0.10%
PKS Advisory Services, LLC15,637$251.3K0.06%
Procyon Private Wealth Partners, LLC15,609$250.8K0.01%
Triumph Capital Management15,215$244.5K0.05%
Apriem Advisors15,087$242.4K0.02%
Bay Capital Advisors, LLC14,929$239.9K0.15%
Kingsview Wealth Management, LLC14,907$239.6K0.00%
CSS LLC14,886$239.2K0.01%
Morey & Quinn Wealth Partners, LLC14,845$238.6K0.17%
Kestra Private Wealth Services, LLC14,417$231.7K0.00%
Northeast Planning Associates, Inc.14,388$231.2K0.16%
Uhlmann Price Securities, LLC14,207$228.3K0.02%

Sold out (4)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SPXX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Diversify Advisory Services, LLC15,219$274.1K
Flagship Harbor Advisors, LLC971$17.5K
SageView Advisory Group, LLC663$12.0K
Kentucky Trust Co240$4.33K

Not filed for Q1 2026 yet (2)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPXX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
CIBC Private Wealth Group, LLC2,500$45.1K
Comerica Bank1,000$18.0K