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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 34,633 | $556.5K | 0.00% | +34,633 | New |
| Integrated Capital Management, Inc. | 34,434 | $553.4K | 0.37% | +34,434 | New |
| Sanctuary Advisors, LLC | 32,937 | $529.3K | 0.00% | +32,937 | New |
| World Equity Group, Inc. | 32,861 | $528.1K | 0.14% | +32,861 | New |
| Decision Investments, Inc | 32,747 | $526.2K | 0.60% | +22,477+218.9% | Added |
| Pflug Koory, LLC | 32,688 | $525.3K | 0.24% | +32,688 | New |
| Closed-End Fund Advisors, Inc. | 32,232 | $518.0K | 0.53% | +32,232 | New |
| Hilltop Holdings Inc. | 31,874 | $512.2K | 0.05% | +31,874 | New |
| Quantedge Capital Pte Ltd | 30,576 | $491.4K | 0.27% | +30,576 | New |
| Warren Averett Asset Management, LLC | 29,685 | $477.0K | 0.00% | +29,685 | New |
| Commons Capital, LLC | 29,548 | $474.8K | 0.40% | +29,548 | New |
| Marco Investment Management LLC | 28,801 | $462.8K | 0.03% | +28,801 | New |
| Schnieders Capital Management, LLC. | 28,336 | $455.4K | 0.07% | +28,336 | New |
| Jackson, Grant Investment Advisers, Inc. | 26,871 | $431.8K | 0.14% | +26,871 | New |
| Calamos Advisors LLC | 25,980 | $417.5K | 0.00% | +25,980 | New |
| Institute for Wealth Management, LLC. | 25,753 | $413.9K | 0.04% | +25,753 | New |
| Pointe Capital Management LLC | 24,307 | $390.6K | 0.19% | +24,307 | New |
| Creative Planning | 23,963 | $385.1K | 0.00% | +23,963 | New |
| Instrumental Wealth, LLC | 22,531 | $362.1K | 0.22% | +22,531 | New |
| Sagespring Wealth Partners, LLC | 20,157 | $323.9K | 0.01% | +20,157 | New |
| Lido Advisors, LLC | 20,092 | $323.0K | 0.00% | +20,092 | New |
| StoneX Group Inc. | 19,171 | $313.3K | 0.02% | +19,171 | New |
| Mariner, LLC | 19,453 | $312.6K | 0.00% | +19,453 | New |
| Concurrent Investment Advisors, LLC | 19,246 | $309.3K | 0.00% | +19,246 | New |
| XTX Topco Ltd | 18,995 | $305.3K | 0.01% | +18,995 | New |
| Jane Street Group, LLC | 18,779 | $301.8K | 0.00% | +18,779 | New |
| Palogic Value Management, L.P. | 17,944 | $288.4K | 0.13% | +17,944 | New |
| CoreCap Advisors, LLC | 17,267 | $277.5K | 0.01% | +17,267 | New |
| Kovack Advisors, Inc. | 16,386 | $266.5K | 0.01% | +16,386 | New |
| Wealth Effects LLC | 16,426 | $264.0K | 0.09% | +16,426 | New |
| Armor Investment Advisors, LLC | 16,343 | $262.6K | 0.09% | +16,343 | New |
| Kingswood Wealth Advisors, LLC | 16,295 | $261.9K | 0.01% | +2,670+19.6% | Added |
| Maltin Wealth Management, Inc. | 16,102 | $258.8K | 0.10% | +16,102 | New |
| PKS Advisory Services, LLC | 15,637 | $251.3K | 0.06% | +15,637 | New |
| Procyon Private Wealth Partners, LLC | 15,609 | $250.8K | 0.01% | +15,609 | New |
| Aviance Capital Partners, LLC | 15,511 | $249.3K | 0.03% | +2,737+21.4% | Added |
| Triumph Capital Management | 15,215 | $244.5K | 0.05% | +15,215 | New |
| Apriem Advisors | 15,087 | $242.4K | 0.02% | +15,087 | New |
| Bay Capital Advisors, LLC | 14,929 | $239.9K | 0.15% | +14,929 | New |
| Kingsview Wealth Management, LLC | 14,907 | $239.6K | 0.00% | +14,907 | New |
| CSS LLC | 14,886 | $239.2K | 0.01% | +14,886 | New |
| Morey & Quinn Wealth Partners, LLC | 14,845 | $238.6K | 0.17% | +14,845 | New |
| Kestra Private Wealth Services, LLC | 14,417 | $231.7K | 0.00% | +14,417 | New |
| Northeast Planning Associates, Inc. | 14,388 | $231.2K | 0.16% | +14,388 | New |
| Uhlmann Price Securities, LLC | 14,207 | $228.3K | 0.02% | +14,207 | New |
| Ronald Blue Trust, Inc. | 14,058 | $225.9K | 0.00% | +14,058 | New |
| Mercer Global Advisors Inc | 14,045 | $225.7K | 0.00% | +14,045 | New |
| Harbour Investments, Inc. | 13,954 | $224.2K | 0.00% | +13,954 | New |
| Aptus Capital Advisors, LLC | 13,953 | $224.2K | 0.00% | +3,368+31.8% | Added |
| Pinnacle Associates Ltd | 13,889 | $223.2K | 0.00% | +13,889 | New |
| Great Valley Advisor Group, Inc. | 13,832 | $222.3K | 0.00% | +13,832 | New |
| Merit Financial Group, LLC | 13,820 | $222.1K | 0.00% | +13,820 | New |
| Apella Capital, LLC | 12,624 | $219.5K | 0.00% | +12,624 | New |
| Bank of Montreal | 13,496 | $216.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 13,283 | $213.5K | 0.00% | +13,283 | New |
| CI Private Wealth, LLC | 12,493 | $203.8K | 0.00% | +12,493 | New |
| Kapstone Financial Advisors LLC | 12,605 | $202.6K | 0.10% | +12,605 | New |
| Vista Investment Partners II, LLC | 12,341 | $198.3K | 0.09% | +12,341 | New |
| Encompass Wealth Advisors, LLC | 11,929 | $191.7K | 0.07% | +11,929 | New |
| Laird Norton Trust Company, LLC | 11,560 | $185.8K | 0.00% | +11,560 | New |
| TrueMark Investments, LLC | 11,381 | $182.9K | 0.04% | +11,381 | New |
| NWF Advisory Services Inc. | 11,216 | $180.2K | 0.02% | +11,216 | New |
| Founders Financial Alliance, LLC | 10,594 | $170.2K | 0.03% | +10,594 | New |
| Centurion Wealth Management LLC | 10,343 | $166.2K | 0.04% | +10,343 | New |
| Independent Financial Group, LLC | 10,116 | $162.6K | 0.00% | +10,116 | New |
| Axiom Investment Management LLC | 10,069 | $161.8K | 0.12% | +10,069 | New |
| CWM, LLC | 8,588 | $138.0K | 0.00% | +8,588 | New |
| Hollencrest Capital Management | 7,228 | $116.2K | 0.00% | +7,228 | New |
| PFS Partners, LLC | 7,000 | $112.5K | 0.05% | +7,000 | New |
| Cornerstone Financial Management LLC | 6,717 | $107.9K | 0.10% | +6,717 | New |
| Hazlett, Burt & Watson, Inc. | 6,376 | $102.0K | 0.03% | +6,376 | New |
| Eastern Bank | 6,331 | $101.7K | 0.00% | +6,331 | New |
| Larson Financial Group LLC | 5,341 | $85.8K | 0.00% | +5,341 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,015 | $80.6K | 0.01% | +5,015 | New |
| Smallwood Wealth Investment Management, LLC | 4,599 | $73.9K | 0.04% | +4,057+748.5% | Added |
| Bayban | 4,198 | $67.5K | 0.06% | +4,198 | New |
| US Bancorp | 4,198 | $67.5K | 0.00% | +4,198 | New |
| SRS Capital Advisors, Inc. | 4,067 | $65.4K | 0.00% | +3,567+713.4% | Added |
| Advisory Services Network, LLC | 3,878 | $62.3K | 0.00% | +3,878 | New |
| TD Private Client Wealth LLC | 3,151 | $50.6K | 0.00% | +3,151 | New |
| Beacon Investment Advisory Services, Inc. | 3,036 | $48.8K | 0.00% | +3,036 | New |
| Citigroup Inc | 2,896 | $46.5K | 0.00% | +2,896 | New |
| Harbor Investment Advisory, LLC | 2,852 | $45.8K | 0.00% | +2,852 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2,525 | $40.6K | 0.03% | +2,525 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,518 | $40.5K | 0.01% | +2,518 | New |
| Signaturefd, LLC | 2,108 | $33.9K | 0.00% | +2,108 | New |
| North Star Investment Management Corp. | 2,000 | $32.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $32.0K | 0.01% | +2,000 | New |
| Sunbelt Securities, Inc. | 1,780 | $28.6K | 0.00% | +1,780 | New |
| Ameritas Advisory Services, LLC | 1,773 | $28.5K | 0.00% | +1,773 | New |
| Huntington National Bank | – | $27.8K | 0.00% | – | New |
| Kilter Group LLC | 1,634 | $26.3K | 0.01% | +1,634 | New |
| Crews Bank & Trust | 1,550 | $24.9K | 0.00% | +1,550 | New |
| Delta Asset Management LLC | 1,511 | $24.3K | 0.00% | +1,511 | New |
| Bryn Mawr Trust Co | 1,423 | $22.9K | 0.00% | +1,423 | New |
| WPG Advisers, LLC | 1,408 | $22.6K | 0.02% | +1,408 | New |
| SOA Wealth Advisors, LLC. | 1,142 | $18.4K | 0.00% | +1,142 | New |
| Fifth Third Bancorp | 1,000 | $16.1K | 0.00% | +1,000 | New |
| Assetmark, Inc | 840 | $13.5K | 0.00% | +840 | New |
| Gables Capital Management Inc. | 840 | $13.5K | 0.01% | +840 | New |