Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q1 2025 (March 31)101holders +11
17new positions
6sold out
$14.48avg. 13F price*
At the end of Q1 2025, 101 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings, up 11 from Q4 2024. 17 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($27.4M), Bank of America Corp. ($18.4M) and Raymond James Financial Inc. ($10.9M).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $2.5M |
| Exits | 6 | $3.5M |
All 13F filers, Q4 2024 → Q1 2025: 614,359 shares bought and 991,529 shares sold, net −377,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Morgan Stanley | 0.00% | Add +0.4% | 1,890,566 | $27.4M |
| Bank of America Corp. | 0.00% | Add +3.3% | 1,269,411 | $18.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 751,353 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 709,157 | $10.3M |
| Invesco Ltd. | 0.00% | Add +2.9% | 596,108 | $8.6M |
| Guggenheim Capital LLC | 0.08% | Reduce -9.3% | 574,638 | $8.3M |
| UBS Group AG | 0.00% | Reduce -32.6% | 496,364 | $7.2M |
| Cornerstone Advisors, LLC | 0.29% | Reduce -21.5% | 464,697 | $6.7M |
| Capital Investment Advisors, LLC | 0.11% | Add +5.7% | 404,727 | $5.9M |
| AQR Arbitrage LLC | 0.25% | Reduce -8.3% | 398,849 | $5.6M |
| Saba Capital Management, L.P. | 0.12% | No change | 291,102 | $4.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.41% | Add +2.3% | 285,536 | $4.1M |
| Shaker Financial Services, LLC | 1.56% | Add +179.9% | 270,147 | $4.0M |
| Wolverine Asset Management LLC | 0.24% | Add +43.8% | 223,373 | $3.2M |
| 1607 Capital Partners, LLC | 0.21% | Reduce -38.5% | 178,306 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -29.6% | 162,599 | $2.4M |
| LPL Financial LLC | 0.00% | Add +11.2% | 139,557 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +3.8% | 123,355 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 117,376 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 91,592 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +12.3% | 87,019 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.4% | 79,915 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 77,117 | $1.1M |
| Lanark Financial, Inc. | 0.09% | — | 72,574 | $1.1M |
| Ionic Capital Management LLC | 1.96% | No change | 72,407 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.1% | 68,221 | $989K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 64,814 | $939K |
| Readystate Asset Management LP | 0.08% | New | 61,626 | $893K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.0% | 61,460 | $891K |
| Shulman DeMeo Asset Management LLC | 0.24% | Reduce -0.8% | 60,022 | $870K |
| Cetera Investment Advisers | 0.00% | Reduce -14.2% | 55,689 | $807K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.3% | 48,806 | $707K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -10.9% | 45,013 | $652K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 42,784 | $620K |
| Formidable Asset Management, LLC | 0.10% | Reduce -7.0% | 42,422 | $615K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.9% | 41,776 | $605K |
| Choreo, LLC | 0.01% | Reduce -0.9% | 40,134 | $594K |
| Rpo LLC | 1.30% | No change | 39,270 | $569K |
| Mariner, LLC | 0.00% | Add +93.7% | 38,575 | $559K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -13.7% | 38,051 | $551K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +72.7% | 37,572 | $544K |
| Quantedge Capital Pte Ltd | 0.16% | Add +4.9% | 34,100 | $494K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 33,867 | $491K |
| Stolper Co | 0.16% | Add +1.2% | 32,936 | $477K |
| Schnieders Capital Management LLC | 0.10% | Reduce -12.1% | 32,800 | $475K |
| NewEdge Advisors, LLC | 0.00% | Add +16.0% | 32,223 | $467K |
| &partners | 0.00% | New | 29,001 | $415K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 28,315 | $410K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -20.5% | 28,211 | $409K |
| Wedbush Securities Inc. | 0.01% | Add +1.6% | 25,550 | $370K |
| Diversify Advisory Services, LLC | 0.02% | No change | 26,241 | $363K |
| Advisor Resource Council | 0.03% | New | 24,458 | $354K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.8% | 23,367 | $346K |
| Leo Wealth, LLC | 0.05% | No change | 23,000 | $333K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -9.9% | 22,586 | $327K |
| Morey & Quinn Wealth Partners, LLC | 0.21% | Reduce -1.5% | 17,455 | $253K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 17,369 | $252K |
| Pinnacle Associates Ltd. | 0.00% | Add +6.7% | 16,016 | $232K |
| Accredited Investor Services, LLC | 0.18% | New | 14,664 | $212K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.3% | 14,473 | $210K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 14,198 | $206K |
| Integrated Capital Management, Inc. | 0.16% | Reduce -6.6% | 14,061 | $204K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 13,427 | $195K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.9% | 12,759 | $185K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -37.5% | 12,714 | $184K |
| PKS Advisory Services, LLC | 0.05% | Reduce -2.4% | 12,412 | $180K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12,399 | $180K |
| Geneos Wealth Management Inc. | 0.01% | Add +389.3% | 12,375 | $179K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -14.8% | 11,624 | $168K |
| World Investment Advisors | 0.00% | No change | 11,500 | $167K |
| Vista Investment Partners Ii, LLC | 0.09% | No change | 10,800 | $156K |
| Merit Financial Group, LLC | 0.00% | New | 10,641 | $154K |
| Wealth Preservation Advisors, LLC | 0.08% | — | 8,190 | $119K |
| PFS Partners, LLC | 0.06% | No change | 7,249 | $105K |
| Larson Financial Group LLC | 0.00% | No change | 6,000 | $87K |
| Comerica Bank | 0.00% | Add +23.3% | 5,973 | $87K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $75K |
| Eastern Bank | 0.00% | New | 5,038 | $73K |
| TD Private Client Wealth LLC | 0.00% | New | 3,540 | $51K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 2,837 | $41K |
| FNY Investment Advisers, LLC | 0.02% | New | 2,800 | $40K |
| US Bancorp \de | 0.00% | No change | 2,648 | $38K |
| United Community Bank | 0.01% | No change | 2,550 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $29K |
| CENTRAL TRUST Co | 0.00% | New | 2,000 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +80.0% | 1,800 | $26K |
| WPG Advisers, LLC | 0.02% | Reduce -40.5% | 1,553 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,183 | $17K |
| Costello Asset Management, INC | 0.01% | New | 1,082 | $16K |
| Elequin Capital, LP | 0.00% | New | 895 | $13K |
| Coldstream Capital Management Inc. | 0.00% | New | 846 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 651 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 550 | $8K |
| Key Financial Inc | 0.00% | New | 492 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 311 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 277 | $4K |
| MAI Capital Management | 0.00% | No change | 200 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 111 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 78 | $1K |
"% of holder's portfolio" is DIAX's weight in each manager's 13F, not the share of Nuveen Dow 30 Dynamic Overwr the manager owns.