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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 33,230 | $619.4K | 0.00% | −1,403−4.1% | Reduced |
| Turner Financial Group, Inc. | 32,791 | $611.2K | 0.61% | +32,791 | New |
| Pensionmark Financial Group, LLC | 35,955 | $610.8K | 0.01% | −4,861−11.9% | Reduced |
| Pflug Koory, LLC | 32,688 | $609.3K | 0.24% | 00.0% | Unchanged |
| Decision Investments, Inc | 32,547 | $606.7K | 0.55% | −200−0.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 29,629 | $552.3K | 0.54% | −2,603−8.1% | Reduced |
| National Asset Management, Inc. | 30,011 | $546.5K | 0.03% | +30,011 | New |
| Commons Capital, LLC | 29,091 | $542.3K | 0.38% | −457−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 28,960 | $539.8K | 0.00% | −725−2.4% | Reduced |
| Hilltop Holdings Inc. | 28,937 | $539.4K | 0.04% | −2,937−9.2% | Reduced |
| Marco Investment Management LLC | 28,799 | $536.8K | 0.04% | −20.0% | Reduced |
| Schnieders Capital Management, LLC. | 28,110 | $524.0K | 0.07% | −226−0.8% | Reduced |
| We Are One Seven, LLC | 27,942 | $520.8K | 0.01% | +27,942 | New |
| Formidable Asset Management, LLC | 31,796 | $511.0K | 0.08% | +31,796 | New |
| Jackson, Grant Investment Advisers, Inc. | 27,374 | $510.2K | 0.16% | +503+1.9% | Added |
| Institute for Wealth Management, LLC. | 25,742 | $479.8K | 0.04% | −110.0% | Reduced |
| Mariner, LLC | 25,648 | $478.1K | 0.00% | +6,195+31.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 25,466 | $474.7K | 0.05% | −25,766−50.3% | Reduced |
| HRT Financial LP | 24,278 | $452.0K | 0.00% | +24,278 | New |
| Kovack Advisors, Inc. | 24,062 | $448.7K | 0.02% | +7,676+46.8% | Added |
| Pointe Capital Management LLC | 23,747 | $442.6K | 0.20% | −560−2.3% | Reduced |
| Instrumental Wealth, LLC | 22,529 | $419.9K | 0.21% | −20.0% | Reduced |
| Mercer Global Advisors Inc | 20,808 | $387.9K | 0.00% | +6,763+48.2% | Added |
| Creative Planning | 20,802 | $387.8K | 0.00% | −3,161−13.2% | Reduced |
| Lido Advisors, LLC | 20,088 | $382.9K | 0.00% | −40.0% | Reduced |
| Sagespring Wealth Partners, LLC | 19,830 | $369.6K | 0.01% | −327−1.6% | Reduced |
| Bank of Montreal | 19,764 | $368.4K | 0.00% | +6,268+46.4% | Added |
| CoreCap Advisors, LLC | 18,549 | $345.8K | 0.01% | +1,282+7.4% | Added |
| Concurrent Investment Advisors, LLC | 18,528 | $345.4K | 0.00% | −718−3.7% | Reduced |
| Integrated Capital Management, Inc. | 18,500 | $344.8K | 0.24% | −15,934−46.3% | Reduced |
| Palogic Value Management, L.P. | 17,939 | $334.4K | 0.12% | −50.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,495 | $326.1K | 0.01% | +1,200+7.4% | Added |
| Uhlmann Price Securities, LLC | 16,944 | $315.9K | 0.01% | +2,737+19.3% | Added |
| StoneX Group Inc. | 16,084 | $306.5K | 0.01% | −3,087−16.1% | Reduced |
| Wealth Effects LLC | 16,426 | $306.2K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,289 | $304.0K | 0.01% | +16,289 | New |
| Quantedge Capital Pte Ltd | 16,076 | $299.7K | 0.23% | −14,500−47.4% | Reduced |
| Armor Investment Advisors, LLC | 15,650 | $291.7K | 0.09% | −693−4.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,609 | $291.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 15,215 | $283.6K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 15,102 | $281.5K | 0.09% | −1,000−6.2% | Reduced |
| Apriem Advisors | 15,083 | $281.1K | 0.02% | −40.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 14,842 | $276.7K | 0.18% | −30.0% | Reduced |
| Pathstone Holdings, LLC | 14,725 | $274.5K | 0.00% | −32,977−69.1% | Reduced |
| Northeast Planning Associates, Inc. | 14,388 | $268.2K | 0.20% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,372 | $267.9K | 0.00% | −45−0.3% | Reduced |
| Commerce Bank | 14,282 | $266.2K | 0.00% | +999+7.5% | Added |
| Harbour Investments, Inc. | 13,954 | $260.1K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 13,953 | $260.1K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,931 | $259.7K | 0.03% | −1,580−10.2% | Reduced |
| Pinnacle Associates Ltd | 13,883 | $258.8K | 0.00% | −60.0% | Reduced |
| Merit Financial Group, LLC | 13,713 | $255.6K | 0.00% | −107−0.8% | Reduced |
| Wealth Preservation Advisors, LLC | 13,693 | $255.2K | 0.15% | +13,693 | New |
| Allied Private Wealth LLC | 13,717 | $254.5K | 0.16% | +13,717 | New |
| Kingsview Wealth Management, LLC | 13,233 | $246.7K | 0.00% | −1,674−11.2% | Reduced |
| CSS LLC | 13,086 | $243.9K | 0.01% | −1,800−12.1% | Reduced |
| PKS Advisory Services, LLC | 12,992 | $242.2K | 0.04% | −2,645−16.9% | Reduced |
| Kapstone Financial Advisors LLC | 12,601 | $234.9K | 0.10% | −40.0% | Reduced |
| Apella Capital, LLC | 12,624 | $233.9K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 12,339 | $230.0K | 0.09% | −20.0% | Reduced |
| Great Valley Advisor Group, Inc. | 12,332 | $229.9K | 0.00% | −1,500−10.8% | Reduced |
| Global Retirement Partners, LLC | 12,046 | $224.5K | 0.00% | +12,046 | New |
| Laird Norton Trust Company, LLC | 11,560 | $220.4K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 11,755 | $219.1K | 0.03% | +1,161+11.0% | Added |
| Axiom Investment Management LLC | 11,306 | $210.7K | 0.14% | +1,237+12.3% | Added |
| NWF Advisory Services Inc. | 11,216 | $209.1K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,112 | $207.1K | 0.00% | +11,112 | New |
| Transcend Wealth Collective, LLC | 11,033 | $205.7K | 0.01% | +11,033 | New |
| Farther Finance Advisors, LLC | 10,524 | $196.2K | 0.00% | −25,797−71.0% | Reduced |
| Centurion Wealth Management LLC | 10,339 | $192.7K | 0.05% | −40.0% | Reduced |
| Hollencrest Capital Management | 7,228 | $134.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 7,000 | $130.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6,717 | $125.2K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,519 | $121.5K | 0.00% | +6,347+3,690.1% | Added |
| Hazlett, Burt & Watson, Inc. | 6,376 | $119.0K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 6,331 | $118.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $102.2K | 0.00% | – | – |
| Larson Financial Group LLC | 5,341 | $99.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,319 | $99.1K | 0.00% | +3,211+152.3% | Added |
| US Bancorp | 5,291 | $98.6K | 0.00% | +1,093+26.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,002 | $93.2K | 0.01% | −13−0.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,611 | $86.0K | 0.04% | +12+0.3% | Added |
| Private Trust Co NA | 4,527 | $84.4K | 0.01% | +4,527 | New |
| Bayban | 4,198 | $78.3K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,177 | $59.2K | 0.00% | +1,404+79.2% | Added |
| Beacon Investment Advisory Services, Inc. | 3,035 | $56.6K | 0.00% | −10.0% | Reduced |
| Citigroup Inc | 2,896 | $54.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,896 | $54.0K | 0.00% | −1,171−28.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,852 | $53.2K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,594 | $48.4K | 0.00% | +2,594 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2,525 | $47.1K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,396 | $43.6K | 0.00% | +2,379+13,994.1% | Added |
| Buck Wealth Strategies, LLC | 2,099 | $39.1K | 0.00% | +2,099 | New |
| LifeSteps Financial, Inc. | 2,026 | $37.8K | 0.02% | +2,026 | New |
| North Star Investment Management Corp. | 2,000 | $37.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,931 | $34.5K | 0.00% | +1,931 | New |
| Central Trust Co | 1,780 | $33.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,548 | $28.9K | 0.00% | −2−0.1% | Reduced |
| Delta Asset Management LLC | 1,511 | $28.2K | 0.00% | 00.0% | Unchanged |