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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 17,267 | $277.5K | 0.01% | +17,267 | New |
| Palogic Value Management, L.P. | 17,944 | $288.4K | 0.13% | +17,944 | New |
| Jane Street Group, LLC | 18,779 | $301.8K | 0.00% | +18,779 | New |
| XTX Topco Ltd | 18,995 | $305.3K | 0.01% | +18,995 | New |
| Concurrent Investment Advisors, LLC | 19,246 | $309.3K | 0.00% | +19,246 | New |
| Mariner, LLC | 19,453 | $312.6K | 0.00% | +19,453 | New |
| StoneX Group Inc. | 19,171 | $313.3K | 0.02% | +19,171 | New |
| Lido Advisors, LLC | 20,092 | $323.0K | 0.00% | +20,092 | New |
| Sagespring Wealth Partners, LLC | 20,157 | $323.9K | 0.01% | +20,157 | New |
| Instrumental Wealth, LLC | 22,531 | $362.1K | 0.22% | +22,531 | New |
| Creative Planning | 23,963 | $385.1K | 0.00% | +23,963 | New |
| Pointe Capital Management LLC | 24,307 | $390.6K | 0.19% | +24,307 | New |
| Institute for Wealth Management, LLC. | 25,753 | $413.9K | 0.04% | +25,753 | New |
| Calamos Advisors LLC | 25,980 | $417.5K | 0.00% | +25,980 | New |
| Jackson, Grant Investment Advisers, Inc. | 26,871 | $431.8K | 0.14% | +26,871 | New |
| Schnieders Capital Management, LLC. | 28,336 | $455.4K | 0.07% | +28,336 | New |
| Marco Investment Management LLC | 28,801 | $462.8K | 0.03% | +28,801 | New |
| Commons Capital, LLC | 29,548 | $474.8K | 0.40% | +29,548 | New |
| Warren Averett Asset Management, LLC | 29,685 | $477.0K | 0.00% | +29,685 | New |
| Quantedge Capital Pte Ltd | 30,576 | $491.4K | 0.27% | +30,576 | New |
| Hilltop Holdings Inc. | 31,874 | $512.2K | 0.05% | +31,874 | New |
| Closed-End Fund Advisors, Inc. | 32,232 | $518.0K | 0.53% | +32,232 | New |
| Pflug Koory, LLC | 32,688 | $525.3K | 0.24% | +32,688 | New |
| Decision Investments, Inc | 32,747 | $526.2K | 0.60% | +22,477+218.9% | Added |
| World Equity Group, Inc. | 32,861 | $528.1K | 0.14% | +32,861 | New |
| Sanctuary Advisors, LLC | 32,937 | $529.3K | 0.00% | +32,937 | New |
| Integrated Capital Management, Inc. | 34,434 | $553.4K | 0.37% | +34,434 | New |
| Captrust Financial Advisors | 34,633 | $556.5K | 0.00% | +34,633 | New |
| Focused Wealth Management, Inc | 35,071 | $563.6K | 0.06% | +35,071 | New |
| Summit Financial, LLC | 35,965 | $579.3K | 0.01% | +35,965 | New |
| Spire Wealth Management | 36,051 | $579.3K | 0.02% | +36,051 | New |
| Investment Partners Asset Management, Inc. | 36,350 | $584.1K | 0.36% | +36,350 | New |
| Wedbush Securities Inc | 36,510 | $587.0K | 0.02% | +26,147+252.3% | Added |
| NBC Securities, Inc. | 36,787 | $591.2K | 0.04% | +36,787 | New |
| Farther Finance Advisors, LLC | 36,321 | $592.0K | 0.01% | +34,753+2,216.4% | Added |
| IFP Advisors, Inc | 38,104 | $612.3K | 0.01% | +9,164+31.7% | Added |
| Umb Bank N A | 39,827 | $640.0K | 0.01% | +39,827 | New |
| Patten Group, Inc. | 39,918 | $641.5K | 0.11% | +39,918 | New |
| Diversify Wealth Management, LLC | 37,084 | $645.3K | 0.01% | +37,084 | New |
| RSM US Wealth Management LLC | 40,321 | $648.2K | 0.01% | +40,321 | New |
| Western Wealth Management, LLC | 40,499 | $650.8K | 0.03% | +6,286+18.4% | Added |
| Pensionmark Financial Group, LLC | 40,816 | $655.9K | 0.01% | +40,816 | New |
| Venture Visionary Partners LLC | 41,704 | $670.2K | 0.02% | +41,704 | New |
| International Assets Investment Management, LLC | 42,076 | $685.8K | 0.05% | +42,076 | New |
| Alteri Wealth LLC | 42,941 | $690.1K | 0.22% | +42,941 | New |
| Baird Financial Group, Inc. | 43,841 | $704.5K | 0.00% | +43,841 | New |
| Nations Financial Group Inc, | 44,639 | $717.3K | 0.04% | +44,639 | New |
| The PNC Financial Services Group, Inc. | 45,100 | $724.8K | 0.00% | +44,100+4,410.0% | Added |
| Steward Partners Investment Advisory, LLC | 45,572 | $732.3K | 0.00% | +43,847+2,541.9% | Added |
| Rockefeller Capital Management L.P. | 46,544 | $748.0K | 0.00% | +46,544 | New |
| Pathstone Holdings, LLC | 47,702 | $766.6K | 0.00% | +47,702 | New |
| Atomi Financial Group, Inc. | 49,590 | $796.9K | 0.02% | +49,590 | New |
| Dynamic Advisor Solutions LLC | 49,651 | $797.9K | 0.03% | +49,651 | New |
| Leo Wealth, LLC | 49,854 | $801.2K | 0.06% | +49,854 | New |
| Susquehanna International Group, LLP | 50,384 | $809.7K | 0.00% | +50,384 | New |
| Sims Investment Management, LLC | 50,462 | $810.9K | 0.30% | +50,462 | New |
| Patriot Financial Group Insurance Agency, LLC | 51,232 | $823.3K | 0.05% | +51,232 | New |
| Logan Stone Capital, LLC | 51,308 | $824.5K | 0.23% | +40,384+369.7% | Added |
| Northwestern Mutual Wealth Management Co | 52,163 | $838.3K | 0.00% | +46,410+806.7% | Added |
| GatePass Capital, LLC | 52,563 | $844.7K | 0.41% | +52,563 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 57,379 | $922.1K | 0.75% | +57,379 | New |
| High Point Wealth Management, LLC | 60,031 | $964.7K | 0.93% | +34,979+139.6% | Added |
| Truist Financial Corp | 60,930 | $979.1K | 0.00% | +42,471+230.1% | Added |
| Allworth Financial LP | 63,048 | $1.01M | 0.00% | +43,758+226.8% | Added |
| Tyche Wealth Partners LLC | 64,783 | $1.04M | 0.16% | +19,779+43.9% | Added |
| Davenport & Co LLC | 66,309 | $1.07M | 0.01% | +12,923+24.2% | Added |
| Islay Capital Management, LLC | 66,611 | $1.07M | 0.54% | +66,611 | New |
| Ashton Thomas Securities, LLC | 68,250 | $1.10M | 0.14% | +68,250 | New |
| Moors & Cabot, Inc. | 74,395 | $1.20M | 0.05% | +64,264+634.3% | Added |
| Integrated Wealth Concepts LLC | 74,952 | $1.20M | 0.01% | +74,952 | New |
| Blue Bell Private Wealth Management, LLC | 80,204 | $1.29M | 0.19% | +80,004+40,002.0% | Added |
| Forteris Wealth Management Inc. | 85,297 | $1.37M | 1.31% | +85,297 | New |
| MML Investors Services, LLC | 85,582 | $1.38M | 0.00% | +85,582 | New |
| Almitas Capital LLC | 88,552 | $1.42M | 0.32% | +88,552 | New |
| Richmond Investment Services, LLC | 89,052 | $1.43M | 0.23% | +89,052 | New |
| D.A. Davidson & Co. | 91,536 | $1.47M | 0.01% | +91,536 | New |
| Private Advisor Group, LLC | 92,005 | $1.48M | 0.01% | +60,649+193.4% | Added |
| Cypress Capital Management LLC (WY) | 94,482 | $1.52M | 1.40% | +94,482 | New |
| TPG Advisors LLC | 98,917 | $1.59M | 0.99% | +98,917 | New |
| Prospera Financial Services Inc | 98,953 | $1.59M | 0.03% | +98,953 | New |
| Rivernorth Capital Management, LLC | 99,335 | $1.60M | 0.08% | +99,335 | New |
| Colony Group, LLC | 108,914 | $1.75M | 0.00% | +108,914 | New |
| PMG Family Office LLC | 111,427 | $1.81M | 2.02% | +66,550+148.3% | Added |
| Lighthouse Financial Services Inc | 109,192 | $1.90M | 0.43% | +109,192 | New |
| 1607 Capital Partners, LLC | 118,391 | $1.90M | 0.14% | +104,060+726.1% | Added |
| Bulldog Investors, LLP | 125,415 | $2.02M | 0.45% | +125,415 | New |
| Fortem Financial Group, LLC | 130,912 | $2.10M | 0.53% | +59,731+83.9% | Added |
| Ionic Capital Management LLC | 130,987 | $2.10M | 1.77% | +130,987 | New |
| GWM Advisors LLC | 135,662 | $2.18M | 0.01% | +133,019+5,032.9% | Added |
| Advisory Advocates, LLC | 136,490 | $2.19M | 2.24% | +136,490 | New |
| Two Sigma Investments, LP | 141,506 | $2.27M | 0.00% | +113,790+410.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 149,092 | $2.40M | 0.81% | +149,092 | New |
| Altium Capital Management LP | 157,395 | $2.53M | 6.02% | +157,395 | New |
| Shulman DeMeo Asset Management LLC | 157,720 | $2.53M | 0.54% | +111,592+241.9% | Added |
| Park Avenue Securities LLC | 181,127 | $2.91M | 0.02% | +181,127 | New |
| Sage Capital Management, LLC | 197,501 | $3.17M | 1.49% | +197,501 | New |
| Quarry LP | 201,584 | $3.24M | 0.65% | +201,584 | New |
| MONECO Advisors, LLC | 203,365 | $3.27M | 0.25% | +203,365 | New |
| Wiley Bros.-Aintree Capital, LLC | 208,680 | $3.35M | 0.02% | +208,680 | New |
| Kestra Advisory Services, LLC | 209,707 | $3.37M | 0.01% | +205,817+5,290.9% | Added |