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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 17,495 | $326.1K | 0.01% | +1,200+7.4% | Added |
| Palogic Value Management, L.P. | 17,939 | $334.4K | 0.12% | −50.0% | Reduced |
| Integrated Capital Management, Inc. | 18,500 | $344.8K | 0.24% | −15,934−46.3% | Reduced |
| Concurrent Investment Advisors, LLC | 18,528 | $345.4K | 0.00% | −718−3.7% | Reduced |
| CoreCap Advisors, LLC | 18,549 | $345.8K | 0.01% | +1,282+7.4% | Added |
| Bank of Montreal | 19,764 | $368.4K | 0.00% | +6,268+46.4% | Added |
| Sagespring Wealth Partners, LLC | 19,830 | $369.6K | 0.01% | −327−1.6% | Reduced |
| Lido Advisors, LLC | 20,088 | $382.9K | 0.00% | −40.0% | Reduced |
| Creative Planning | 20,802 | $387.8K | 0.00% | −3,161−13.2% | Reduced |
| Mercer Global Advisors Inc | 20,808 | $387.9K | 0.00% | +6,763+48.2% | Added |
| Instrumental Wealth, LLC | 22,529 | $419.9K | 0.21% | −20.0% | Reduced |
| Pointe Capital Management LLC | 23,747 | $442.6K | 0.20% | −560−2.3% | Reduced |
| Kovack Advisors, Inc. | 24,062 | $448.7K | 0.02% | +7,676+46.8% | Added |
| HRT Financial LP | 24,278 | $452.0K | 0.00% | +24,278 | New |
| Patriot Financial Group Insurance Agency, LLC | 25,466 | $474.7K | 0.05% | −25,766−50.3% | Reduced |
| Mariner, LLC | 25,648 | $478.1K | 0.00% | +6,195+31.8% | Added |
| Institute for Wealth Management, LLC. | 25,742 | $479.8K | 0.04% | −110.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 27,374 | $510.2K | 0.16% | +503+1.9% | Added |
| Formidable Asset Management, LLC | 31,796 | $511.0K | 0.08% | +31,796 | New |
| We Are One Seven, LLC | 27,942 | $520.8K | 0.01% | +27,942 | New |
| Schnieders Capital Management, LLC. | 28,110 | $524.0K | 0.07% | −226−0.8% | Reduced |
| Marco Investment Management LLC | 28,799 | $536.8K | 0.04% | −20.0% | Reduced |
| Hilltop Holdings Inc. | 28,937 | $539.4K | 0.04% | −2,937−9.2% | Reduced |
| Warren Averett Asset Management, LLC | 28,960 | $539.8K | 0.00% | −725−2.4% | Reduced |
| Commons Capital, LLC | 29,091 | $542.3K | 0.38% | −457−1.5% | Reduced |
| National Asset Management, Inc. | 30,011 | $546.5K | 0.03% | +30,011 | New |
| Closed-End Fund Advisors, Inc. | 29,629 | $552.3K | 0.54% | −2,603−8.1% | Reduced |
| Decision Investments, Inc | 32,547 | $606.7K | 0.55% | −200−0.6% | Reduced |
| Pflug Koory, LLC | 32,688 | $609.3K | 0.24% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 35,955 | $610.8K | 0.01% | −4,861−11.9% | Reduced |
| Turner Financial Group, Inc. | 32,791 | $611.2K | 0.61% | +32,791 | New |
| Captrust Financial Advisors | 33,230 | $619.4K | 0.00% | −1,403−4.1% | Reduced |
| Sanctuary Advisors, LLC | 34,394 | $641.1K | 0.00% | +1,457+4.4% | Added |
| Wedbush Securities Inc | 34,848 | $650.0K | 0.02% | −1,662−4.6% | Reduced |
| Focused Wealth Management, Inc | 35,071 | $653.7K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 34,753 | $663.1K | 0.01% | −5,568−13.8% | Reduced |
| Summit Financial, LLC | 35,913 | $673.8K | 0.01% | −52−0.1% | Reduced |
| Investment Partners Asset Management, Inc. | 36,350 | $677.6K | 0.38% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36,494 | $680.2K | 0.05% | −293−0.8% | Reduced |
| Spire Wealth Management | 36,682 | $683.8K | 0.02% | +631+1.8% | Added |
| Calamos Advisors LLC | 36,822 | $686.4K | 0.00% | +10,842+41.7% | Added |
| Diversify Wealth Management, LLC | 37,084 | $687.2K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 37,084 | $687.2K | 0.01% | +37,084 | New |
| World Equity Group, Inc. | 37,429 | $697.7K | 0.16% | +4,568+13.9% | Added |
| IFP Advisors, Inc | 37,904 | $706.5K | 0.01% | −200−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 37,958 | $707.5K | 0.00% | −7,142−15.8% | Reduced |
| Umb Bank N A | 39,825 | $742.3K | 0.01% | −20.0% | Reduced |
| Western Wealth Management, LLC | 40,537 | $755.6K | 0.02% | +38+0.1% | Added |
| Venture Visionary Partners LLC | 41,704 | $777.4K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 42,037 | $784.0K | 0.05% | −39−0.1% | Reduced |
| Alteri Wealth LLC | 43,258 | $806.3K | 0.22% | +317+0.7% | Added |
| XTX Topco Ltd | 43,397 | $808.9K | 0.01% | +24,402+128.5% | Added |
| Nations Financial Group Inc, | 44,113 | $822.3K | 0.04% | −526−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,963 | $838.1K | 0.00% | −609−1.3% | Reduced |
| Richmond Investment Services, LLC | 46,104 | $859.4K | 0.27% | −42,948−48.2% | Reduced |
| Rockefeller Capital Management L.P. | 47,458 | $884.6K | 0.00% | +914+2.0% | Added |
| IMC-Chicago, LLC | 50,253 | $936.7K | 0.01% | +50,253 | New |
| Sims Investment Management, LLC | 50,462 | $940.6K | 0.29% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 51,264 | $955.6K | 0.97% | +51,264 | New |
| Northwestern Mutual Wealth Management Co | 52,520 | $979.0K | 0.00% | +357+0.7% | Added |
| Baird Financial Group, Inc. | 55,824 | $1.04M | 0.00% | +11,983+27.3% | Added |
| Truist Financial Corp | 57,118 | $1.06M | 0.00% | −3,812−6.3% | Reduced |
| Atomi Financial Group, Inc. | 57,198 | $1.07M | 0.03% | +7,608+15.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 57,377 | $1.07M | 0.72% | −20.0% | Reduced |
| High Point Wealth Management, LLC | 60,120 | $1.12M | 0.92% | +89+0.1% | Added |
| Davenport & Co LLC | 61,372 | $1.14M | 0.01% | −4,937−7.4% | Reduced |
| Tyche Wealth Partners LLC | 64,905 | $1.21M | 0.17% | +122+0.2% | Added |
| Allworth Financial LP | 65,417 | $1.22M | 0.01% | +2,369+3.8% | Added |
| Patten Group, Inc. | 65,767 | $1.23M | 0.19% | +25,849+64.8% | Added |
| Dynamic Advisor Solutions LLC | 66,356 | $1.24M | 0.04% | +16,705+33.6% | Added |
| Ashton Thomas Securities, LLC | 68,250 | $1.27M | 0.19% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 71,435 | $1.33M | 0.01% | −3,517−4.7% | Reduced |
| Moors & Cabot, Inc. | 75,106 | $1.40M | 0.05% | +711+1.0% | Added |
| HighTower Advisors, LLC | 75,740 | $1.41M | 0.00% | −517,176−87.2% | Reduced |
| Islay Capital Management, LLC | 75,984 | $1.42M | 0.67% | +9,373+14.1% | Added |
| Ionic Capital Management LLC | 76,369 | $1.42M | 1.34% | −54,618−41.7% | Reduced |
| Fifth Third Bancorp | 77,911 | $1.45M | 0.00% | +76,911+7,691.1% | Added |
| D.A. Davidson & Co. | 89,622 | $1.67M | 0.01% | −1,914−2.1% | Reduced |
| Forteris Wealth Management Inc. | 90,315 | $1.68M | 1.38% | +5,018+5.9% | Added |
| Private Advisor Group, LLC | 94,669 | $1.76M | 0.01% | +2,664+2.9% | Added |
| TPG Advisors LLC | 97,348 | $1.81M | 1.00% | −1,569−1.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 98,545 | $1.84M | 0.23% | +18,341+22.9% | Added |
| Prospera Financial Services Inc | 101,811 | $1.90M | 0.03% | +2,858+2.9% | Added |
| Kestra Advisory Services, LLC | 104,219 | $1.94M | 0.01% | −105,488−50.3% | Reduced |
| Lighthouse Financial Services Inc | 108,498 | $2.02M | 0.43% | −694−0.6% | Reduced |
| Colony Group, LLC | 109,643 | $2.04M | 0.00% | +729+0.7% | Added |
| Cypress Capital Management LLC (WY) | 110,380 | $2.09M | 1.75% | +15,898+16.8% | Added |
| Park Avenue Securities LLC | 113,088 | $2.11M | 0.01% | −68,039−37.6% | Reduced |
| PMG Family Office LLC | 111,852 | $2.13M | 1.96% | +425+0.4% | Added |
| Fortem Financial Group, LLC | 125,998 | $2.35M | 0.48% | −4,914−3.8% | Reduced |
| Envestnet Asset Management Inc | 134,295 | $2.50M | 0.00% | −111,977−45.5% | Reduced |
| Advisory Advocates, LLC | 134,599 | $2.51M | 2.15% | −1,891−1.4% | Reduced |
| GWM Advisors LLC | 139,122 | $2.59M | 0.01% | +3,460+2.6% | Added |
| Landscape Capital Management, L.L.C. | 139,466 | $2.60M | 0.17% | +139,466 | New |
| Two Sigma Investments, LP | 141,506 | $2.64M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 150,694 | $2.81M | 0.01% | +65,112+76.1% | Added |
| Shulman DeMeo Asset Management LLC | 151,552 | $2.82M | 0.53% | −6,168−3.9% | Reduced |
| 1607 Capital Partners, LLC | 155,989 | $2.91M | 0.25% | +37,598+31.8% | Added |
| Altium Capital Management LP | 157,395 | $2.93M | 6.18% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 166,576 | $3.11M | 1.21% | −30,925−15.7% | Reduced |