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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,423 | $26.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,406 | $26.2K | 0.02% | −2−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,142 | $21.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 839 | $15.6K | 0.01% | −1−0.1% | Reduced |
| CoreFirst Bank & Trust | 780 | $14.5K | 0.01% | +780 | New |
| Assetmark, Inc | 743 | $13.8K | 0.00% | −97−11.5% | Reduced |
| Rothschild Investment LLC | 581 | $10.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 532 | $9.92K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 508 | $9.47K | 0.04% | −20−3.8% | Reduced |
| Costello Asset Management, INC | 503 | $9.38K | 0.00% | −48−8.7% | Reduced |
| MB, Levis & Associates, LLC | 503 | $9.38K | 0.00% | +503 | New |
| AdvisorNet Financial, Inc | 434 | $8.09K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 419 | $7.94K | 0.00% | +419 | New |
| Kayne Anderson Rudnick Investment Management LLC | 390 | $7.27K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 301 | $5.61K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 293 | $5.46K | 0.00% | +293 | New |
| Glass Jacobson Investment Advisors llc | 214 | $3.99K | 0.00% | −1−0.5% | Reduced |
| UBS Asset Management Americas Inc | 212 | $3.95K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 209 | $3.90K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 213 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $3.73K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 191 | $3.56K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 167 | $3.11K | 0.00% | +167 | New |
| Highline Wealth Partners LLC | 150 | $2.80K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 145 | $2.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $1.91K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 96 | $1.79K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 93 | $1.73K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 91 | $1.70K | 0.00% | −1−1.1% | Reduced |
| N.E.W. Advisory Services LLC | 70 | $1.30K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 24 | $447 | 0.00% | +24 | New |
| Tower Research Capital LLC (TRC) | 20 | $373 | 0.00% | −153−88.4% | Reduced |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −247,485−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −149,092−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −99,335−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −50,384−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,779−100.0% | Sold out |
| Bay Capital Advisors, LLC | 0 | $0 | 0.00% | −14,929−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −14,058−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,493−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,929−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −11,381−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,116−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,878−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |