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, Q2 2026
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Jun 30, 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
- 232
- +8 vs. Q1 2026
- Shares held
- 43.6M
- +526.3K (+1.2%) vs. Q1 2026
- Total value
- $812.7M
- +$120.5M (+17.4%) vs. Q1 2026
- New holders
- 27
- 62 more added
- Sold out
- 19
- 93 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 20 | $373 | 0.00% | −153−88.4% | Reduced |
| Strategic Investment Solutions, Inc. | 24 | $447 | 0.00% | +24 | New |
| N.E.W. Advisory Services LLC | 70 | $1.30K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 91 | $1.70K | 0.00% | −1−1.1% | Reduced |
| SHP Wealth Management | 93 | $1.73K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 96 | $1.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $1.91K | 0.00% | +100 | New |
| VSM Wealth Advisory, LLC | 145 | $2.70K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 167 | $3.11K | 0.00% | +167 | New |
| Lodestone Wealth Management LLC | 191 | $3.56K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $3.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 213 | $3.88K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 209 | $3.90K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 212 | $3.95K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $3.99K | 0.00% | −1−0.5% | Reduced |
| Continuum Advisory, LLC | 293 | $5.46K | 0.00% | +293 | New |
| GoalVest Advisory LLC | 301 | $5.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 390 | $7.27K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 419 | $7.94K | 0.00% | +419 | New |
| AdvisorNet Financial, Inc | 434 | $8.09K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 503 | $9.38K | 0.00% | −48−8.7% | Reduced |
| MB, Levis & Associates, LLC | 503 | $9.38K | 0.00% | +503 | New |
| Imprint Wealth LLC | 508 | $9.47K | 0.04% | −20−3.8% | Reduced |
| St Germain D J Co Inc | 532 | $9.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 581 | $10.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 743 | $13.8K | 0.00% | −97−11.5% | Reduced |
| CoreFirst Bank & Trust | 780 | $14.5K | 0.01% | +780 | New |
| Gables Capital Management Inc. | 839 | $15.6K | 0.01% | −1−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,142 | $21.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,406 | $26.2K | 0.02% | −2−0.1% | Reduced |
| Bryn Mawr Trust Co | 1,423 | $26.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,511 | $28.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,548 | $28.9K | 0.00% | −2−0.1% | Reduced |
| Central Trust Co | 1,780 | $33.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,931 | $34.5K | 0.00% | +1,931 | New |
| FNY Investment Advisers, LLC | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $37.3K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2,026 | $37.8K | 0.02% | +2,026 | New |
| Buck Wealth Strategies, LLC | 2,099 | $39.1K | 0.00% | +2,099 | New |
| JPMorgan Chase & Co | 2,396 | $43.6K | 0.00% | +2,379+13,994.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,525 | $47.1K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,594 | $48.4K | 0.00% | +2,594 | New |
| Harbor Investment Advisory, LLC | 2,852 | $53.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,896 | $54.0K | 0.00% | −1,171−28.8% | Reduced |
| Citigroup Inc | 2,896 | $54.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,035 | $56.6K | 0.00% | −10.0% | Reduced |
| Ameritas Advisory Services, LLC | 3,177 | $59.2K | 0.00% | +1,404+79.2% | Added |
| Bayban | 4,198 | $78.3K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 4,527 | $84.4K | 0.01% | +4,527 | New |
| Smallwood Wealth Investment Management, LLC | 4,611 | $86.0K | 0.04% | +12+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,002 | $93.2K | 0.01% | −13−0.3% | Reduced |
| US Bancorp | 5,291 | $98.6K | 0.00% | +1,093+26.0% | Added |
| Signaturefd, LLC | 5,319 | $99.1K | 0.00% | +3,211+152.3% | Added |
| Larson Financial Group LLC | 5,341 | $99.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $102.2K | 0.00% | – | – |
| Eastern Bank | 6,331 | $118.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,376 | $119.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,519 | $121.5K | 0.00% | +6,347+3,690.1% | Added |
| Cornerstone Financial Management LLC | 6,717 | $125.2K | 0.10% | 00.0% | Unchanged |
| PFS Partners, LLC | 7,000 | $130.5K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,228 | $134.7K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 10,339 | $192.7K | 0.05% | −40.0% | Reduced |
| Farther Finance Advisors, LLC | 10,524 | $196.2K | 0.00% | −25,797−71.0% | Reduced |
| Transcend Wealth Collective, LLC | 11,033 | $205.7K | 0.01% | +11,033 | New |
| Beacon Pointe Advisors, LLC | 11,112 | $207.1K | 0.00% | +11,112 | New |
| NWF Advisory Services Inc. | 11,216 | $209.1K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 11,306 | $210.7K | 0.14% | +1,237+12.3% | Added |
| Founders Financial Alliance, LLC | 11,755 | $219.1K | 0.03% | +1,161+11.0% | Added |
| Laird Norton Trust Company, LLC | 11,560 | $220.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,046 | $224.5K | 0.00% | +12,046 | New |
| Great Valley Advisor Group, Inc. | 12,332 | $229.9K | 0.00% | −1,500−10.8% | Reduced |
| Vista Investment Partners II, LLC | 12,339 | $230.0K | 0.09% | −20.0% | Reduced |
| Apella Capital, LLC | 12,624 | $233.9K | 0.00% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 12,601 | $234.9K | 0.10% | −40.0% | Reduced |
| PKS Advisory Services, LLC | 12,992 | $242.2K | 0.04% | −2,645−16.9% | Reduced |
| CSS LLC | 13,086 | $243.9K | 0.01% | −1,800−12.1% | Reduced |
| Kingsview Wealth Management, LLC | 13,233 | $246.7K | 0.00% | −1,674−11.2% | Reduced |
| Allied Private Wealth LLC | 13,717 | $254.5K | 0.16% | +13,717 | New |
| Wealth Preservation Advisors, LLC | 13,693 | $255.2K | 0.15% | +13,693 | New |
| Merit Financial Group, LLC | 13,713 | $255.6K | 0.00% | −107−0.8% | Reduced |
| Pinnacle Associates Ltd | 13,883 | $258.8K | 0.00% | −60.0% | Reduced |
| Aviance Capital Partners, LLC | 13,931 | $259.7K | 0.03% | −1,580−10.2% | Reduced |
| Aptus Capital Advisors, LLC | 13,953 | $260.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,954 | $260.1K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 14,282 | $266.2K | 0.00% | +999+7.5% | Added |
| Kestra Private Wealth Services, LLC | 14,372 | $267.9K | 0.00% | −45−0.3% | Reduced |
| Northeast Planning Associates, Inc. | 14,388 | $268.2K | 0.20% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,725 | $274.5K | 0.00% | −32,977−69.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 14,842 | $276.7K | 0.18% | −30.0% | Reduced |
| Apriem Advisors | 15,083 | $281.1K | 0.02% | −40.0% | Reduced |
| Maltin Wealth Management, Inc. | 15,102 | $281.5K | 0.09% | −1,000−6.2% | Reduced |
| Triumph Capital Management | 15,215 | $283.6K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 15,609 | $291.0K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 15,650 | $291.7K | 0.09% | −693−4.2% | Reduced |
| Quantedge Capital Pte Ltd | 16,076 | $299.7K | 0.23% | −14,500−47.4% | Reduced |
| Virtu Financial LLC | 16,289 | $304.0K | 0.01% | +16,289 | New |
| Wealth Effects LLC | 16,426 | $306.2K | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,084 | $306.5K | 0.01% | −3,087−16.1% | Reduced |
| Uhlmann Price Securities, LLC | 16,944 | $315.9K | 0.01% | +2,737+19.3% | Added |