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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 210,579 | $3.38M | 0.11% | +195,889+1,333.5% | Added |
| Commonwealth Equity Services, LLC | 245,116 | $3.94M | 0.01% | +220,626+900.9% | Added |
| Envestnet Asset Management Inc | 246,272 | $3.96M | 0.00% | +246,272 | New |
| Independent Advisor Alliance | 247,485 | $3.98M | 0.04% | +247,485 | New |
| Cetera Investment Advisers | 262,227 | $4.21M | 0.00% | +234,800+856.1% | Added |
| Capital Investment Advisors, LLC | 285,535 | $4.59M | 0.07% | +285,535 | New |
| Janney Montgomery Scott LLC | 287,314 | $4.62M | 0.01% | +276,581+2,576.9% | Added |
| Stifel Financial Corp | 324,292 | $5.21M | 0.00% | +324,292 | New |
| Twelve Points Wealth Management LLC | 325,501 | $5.23M | 1.15% | +325,501 | New |
| Shaker Financial Services, LLC | 407,322 | $6.55M | 2.28% | +407,322 | New |
| Ameriprise Financial Inc | 430,893 | $6.91M | 0.00% | +390,541+967.8% | Added |
| Absolute Investment Advisers LLC | 430,433 | $6.92M | 0.81% | +430,433 | New |
| Royal Bank of Canada | 528,707 | $8.50M | 0.00% | +454,483+612.3% | Added |
| Wolverine Asset Management LLC | 549,588 | $8.83M | 0.14% | +548,810+70,541.1% | Added |
| Advisor Group Holdings, Inc. | 590,763 | $9.49M | 0.01% | +440,264+292.5% | Added |
| HighTower Advisors, LLC | 592,916 | $9.53M | 0.01% | +592,916 | New |
| Cambridge Investment Research Advisors, Inc. | 593,941 | $9.54M | 0.02% | +480,962+425.7% | Added |
| Guggenheim Capital LLC | 1,049,466 | $16.9M | 0.13% | +864,338+466.9% | Added |
| Advisors Asset Management, Inc. | 1,194,048 | $19.2M | 0.32% | +1,138,830+2,062.4% | Added |
| Bank of America Corp | 1,326,539 | $21.3M | 0.00% | +1,251,909+1,677.5% | Added |
| Saba Capital Management, L.P. | 1,537,423 | $24.7M | 0.79% | +1,537,423 | New |
| Allspring Global Investments Holdings, LLC | 1,621,647 | $26.1M | 0.04% | +1,583,680+4,171.2% | Added |
| Raymond James Financial Inc | 1,836,213 | $29.5M | 0.01% | +1,489,067+428.9% | Added |
| UBS Group AG | 1,884,150 | $30.3M | 0.01% | +1,494,850+384.0% | Added |
| Invesco Ltd. | 1,946,994 | $31.3M | 0.00% | +1,598,838+459.2% | Added |
| LPL Financial LLC | 1,974,296 | $31.7M | 0.01% | +1,617,627+453.5% | Added |
| Wells Fargo & Company | 2,626,954 | $42.2M | 0.01% | +1,926,184+274.9% | Added |
| Morgan Stanley | 12,227,809 | $196.5M | 0.01% | +11,997,085+5,199.8% | Added |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −15,219−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −971−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Kentucky Trust Co | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |