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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,780 | $0 | 0.00% | +1,780 | New |
| JPMorgan Chase & Co | 17 | $269 | 0.00% | −251−93.7% | Reduced |
| N.E.W. Advisory Services LLC | 70 | $1.13K | 0.00% | +70 | New |
| Evolution Wealth Management Inc. | 92 | $1.47K | 0.00% | +92 | New |
| SHP Wealth Management | 93 | $1.49K | 0.00% | +93 | New |
| Pinnacle Bancorp, Inc. | 96 | $1.54K | 0.00% | +96 | New |
| Abound Wealth Management | 126 | $2.02K | 0.00% | +126 | New |
| VSM Wealth Advisory, LLC | 145 | $2.33K | 0.00% | +145 | New |
| Highline Wealth Partners LLC | 150 | $2.41K | 0.00% | +150 | New |
| Geneos Wealth Management Inc. | 172 | $2.76K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 173 | $2.78K | 0.00% | +173 | New |
| MAI Capital Management | 178 | $2.86K | 0.00% | +178 | New |
| Lodestone Wealth Management LLC | 191 | $3.07K | 0.00% | +191 | New |
| Ancora Advisors, LLC | 200 | $3.21K | 0.00% | +200 | New |
| Fortis Group Advisors, LLC | 209 | $3.36K | 0.00% | +209 | New |
| UBS Asset Management Americas Inc | 212 | $3.41K | 0.00% | +212 | New |
| Colonial Trust Co | 213 | $3.43K | 0.00% | +213 | New |
| Glass Jacobson Investment Advisors llc | 215 | $3.46K | 0.00% | +215 | New |
| GoalVest Advisory LLC | 301 | $4.84K | 0.00% | +301 | New |
| McIlrath & Eck, LLC | 328 | $5.27K | 0.00% | +328 | New |
| Kayne Anderson Rudnick Investment Management LLC | 390 | $6.17K | 0.00% | +390 | New |
| AdvisorNet Financial, Inc | 434 | $6.97K | 0.00% | +434 | New |
| Key Financial Inc | 468 | $7.52K | 0.00% | +468 | New |
| Imprint Wealth LLC | 528 | $8.48K | 0.04% | +528 | New |
| St Germain D J Co Inc | 532 | $8.55K | 0.00% | +157+41.9% | Added |
| Costello Asset Management, INC | 551 | $8.86K | 0.00% | +551 | New |
| Rothschild Investment LLC | 581 | $9.34K | 0.00% | +581 | New |
| Sound Income Strategies, LLC | 677 | $11.0K | 0.00% | +96+16.5% | Added |
| Gables Capital Management Inc. | 840 | $13.5K | 0.01% | +840 | New |
| Assetmark, Inc | 840 | $13.5K | 0.00% | +840 | New |
| Fifth Third Bancorp | 1,000 | $16.1K | 0.00% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,142 | $18.4K | 0.00% | +1,142 | New |
| WPG Advisers, LLC | 1,408 | $22.6K | 0.02% | +1,408 | New |
| Bryn Mawr Trust Co | 1,423 | $22.9K | 0.00% | +1,423 | New |
| Delta Asset Management LLC | 1,511 | $24.3K | 0.00% | +1,511 | New |
| Crews Bank & Trust | 1,550 | $24.9K | 0.00% | +1,550 | New |
| Kilter Group LLC | 1,634 | $26.3K | 0.01% | +1,634 | New |
| Huntington National Bank | – | $27.8K | 0.00% | – | New |
| Ameritas Advisory Services, LLC | 1,773 | $28.5K | 0.00% | +1,773 | New |
| Sunbelt Securities, Inc. | 1,780 | $28.6K | 0.00% | +1,780 | New |
| FNY Investment Advisers, LLC | 2,000 | $32.0K | 0.01% | +2,000 | New |
| North Star Investment Management Corp. | 2,000 | $32.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,108 | $33.9K | 0.00% | +2,108 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,518 | $40.5K | 0.01% | +2,518 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2,525 | $40.6K | 0.03% | +2,525 | New |
| Harbor Investment Advisory, LLC | 2,852 | $45.8K | 0.00% | +2,852 | New |
| Citigroup Inc | 2,896 | $46.5K | 0.00% | +2,896 | New |
| Beacon Investment Advisory Services, Inc. | 3,036 | $48.8K | 0.00% | +3,036 | New |
| TD Private Client Wealth LLC | 3,151 | $50.6K | 0.00% | +3,151 | New |
| Advisory Services Network, LLC | 3,878 | $62.3K | 0.00% | +3,878 | New |
| SRS Capital Advisors, Inc. | 4,067 | $65.4K | 0.00% | +3,567+713.4% | Added |
| US Bancorp | 4,198 | $67.5K | 0.00% | +4,198 | New |
| Bayban | 4,198 | $67.5K | 0.06% | +4,198 | New |
| Smallwood Wealth Investment Management, LLC | 4,599 | $73.9K | 0.04% | +4,057+748.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,015 | $80.6K | 0.01% | +5,015 | New |
| Larson Financial Group LLC | 5,341 | $85.8K | 0.00% | +5,341 | New |
| Eastern Bank | 6,331 | $101.7K | 0.00% | +6,331 | New |
| Hazlett, Burt & Watson, Inc. | 6,376 | $102.0K | 0.03% | +6,376 | New |
| Cornerstone Financial Management LLC | 6,717 | $107.9K | 0.10% | +6,717 | New |
| PFS Partners, LLC | 7,000 | $112.5K | 0.05% | +7,000 | New |
| Hollencrest Capital Management | 7,228 | $116.2K | 0.00% | +7,228 | New |
| CWM, LLC | 8,588 | $138.0K | 0.00% | +8,588 | New |
| Axiom Investment Management LLC | 10,069 | $161.8K | 0.12% | +10,069 | New |
| Independent Financial Group, LLC | 10,116 | $162.6K | 0.00% | +10,116 | New |
| Centurion Wealth Management LLC | 10,343 | $166.2K | 0.04% | +10,343 | New |
| Founders Financial Alliance, LLC | 10,594 | $170.2K | 0.03% | +10,594 | New |
| NWF Advisory Services Inc. | 11,216 | $180.2K | 0.02% | +11,216 | New |
| TrueMark Investments, LLC | 11,381 | $182.9K | 0.04% | +11,381 | New |
| Laird Norton Trust Company, LLC | 11,560 | $185.8K | 0.00% | +11,560 | New |
| Encompass Wealth Advisors, LLC | 11,929 | $191.7K | 0.07% | +11,929 | New |
| Vista Investment Partners II, LLC | 12,341 | $198.3K | 0.09% | +12,341 | New |
| Kapstone Financial Advisors LLC | 12,605 | $202.6K | 0.10% | +12,605 | New |
| CI Private Wealth, LLC | 12,493 | $203.8K | 0.00% | +12,493 | New |
| Commerce Bank | 13,283 | $213.5K | 0.00% | +13,283 | New |
| Bank of Montreal | 13,496 | $216.9K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 12,624 | $219.5K | 0.00% | +12,624 | New |
| Merit Financial Group, LLC | 13,820 | $222.1K | 0.00% | +13,820 | New |
| Great Valley Advisor Group, Inc. | 13,832 | $222.3K | 0.00% | +13,832 | New |
| Pinnacle Associates Ltd | 13,889 | $223.2K | 0.00% | +13,889 | New |
| Aptus Capital Advisors, LLC | 13,953 | $224.2K | 0.00% | +3,368+31.8% | Added |
| Harbour Investments, Inc. | 13,954 | $224.2K | 0.00% | +13,954 | New |
| Mercer Global Advisors Inc | 14,045 | $225.7K | 0.00% | +14,045 | New |
| Ronald Blue Trust, Inc. | 14,058 | $225.9K | 0.00% | +14,058 | New |
| Uhlmann Price Securities, LLC | 14,207 | $228.3K | 0.02% | +14,207 | New |
| Northeast Planning Associates, Inc. | 14,388 | $231.2K | 0.16% | +14,388 | New |
| Kestra Private Wealth Services, LLC | 14,417 | $231.7K | 0.00% | +14,417 | New |
| Morey & Quinn Wealth Partners, LLC | 14,845 | $238.6K | 0.17% | +14,845 | New |
| CSS LLC | 14,886 | $239.2K | 0.01% | +14,886 | New |
| Kingsview Wealth Management, LLC | 14,907 | $239.6K | 0.00% | +14,907 | New |
| Bay Capital Advisors, LLC | 14,929 | $239.9K | 0.15% | +14,929 | New |
| Apriem Advisors | 15,087 | $242.4K | 0.02% | +15,087 | New |
| Triumph Capital Management | 15,215 | $244.5K | 0.05% | +15,215 | New |
| Aviance Capital Partners, LLC | 15,511 | $249.3K | 0.03% | +2,737+21.4% | Added |
| Procyon Private Wealth Partners, LLC | 15,609 | $250.8K | 0.01% | +15,609 | New |
| PKS Advisory Services, LLC | 15,637 | $251.3K | 0.06% | +15,637 | New |
| Maltin Wealth Management, Inc. | 16,102 | $258.8K | 0.10% | +16,102 | New |
| Kingswood Wealth Advisors, LLC | 16,295 | $261.9K | 0.01% | +2,670+19.6% | Added |
| Armor Investment Advisors, LLC | 16,343 | $262.6K | 0.09% | +16,343 | New |
| Wealth Effects LLC | 16,426 | $264.0K | 0.09% | +16,426 | New |
| Kovack Advisors, Inc. | 16,386 | $266.5K | 0.01% | +16,386 | New |