Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q3 2025 (September 30)109holders +5
10new positions
6sold out
$14.89avg. 13F price*
At the end of Q3 2025, 109 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings, up 5 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($26.9M), Bank of America Corp. ($16.5M) and Saba Capital Management, L.P. ($15.4M).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.3M |
| Exits | 6 | $913K |
All 13F filers, Q2 2025 → Q3 2025: 841,346 shares bought and 749,909 shares sold, net +91,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,809,422 | $26.9M |
| Bank of America Corp. | 0.00% | Add +0.7% | 1,106,449 | $16.5M |
| Saba Capital Management, L.P. | 0.52% | Add +45.3% | 1,034,426 | $15.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 731,263 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +9.0% | 616,580 | $9.2M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 581,790 | $8.7M |
| Guggenheim Capital LLC | 0.06% | Reduce -11.0% | 530,137 | $7.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +49.0% | 527,485 | $7.9M |
| UBS Group AG | 0.00% | Reduce -3.6% | 428,921 | $6.4M |
| Cornerstone Advisors, LLC | 0.18% | Reduce -20.8% | 373,933 | $5.6M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -7.3% | 361,745 | $5.4M |
| Shaker Financial Services, LLC | 1.69% | Reduce -29.3% | 324,768 | $4.9M |
| AQR Arbitrage LLC | 0.14% | Reduce -21.6% | 274,485 | $4.0M |
| Wolverine Asset Management LLC | 0.26% | Reduce -1.2% | 246,737 | $3.7M |
| LPL Financial LLC | 0.00% | Add +8.5% | 213,080 | $3.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.92% | Reduce -25.9% | 180,969 | $2.7M |
| 1607 Capital Partners, LLC | 0.17% | Reduce -5.2% | 151,311 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +8.5% | 126,346 | $1.9M |
| Rivernorth Capital Management, LLC | 0.09% | New | 105,941 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 101,102 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 93,615 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 93,509 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 89,928 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +9.1% | 85,323 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.7% | 84,844 | $1.3M |
| Ionic Capital Management LLC | 1.35% | No change | 72,407 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.6% | 69,050 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.6% | 67,302 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -59.5% | 65,448 | $975K |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 63,531 | $946K |
| Shulman DeMeo Asset Management LLC | 0.21% | No change | 59,944 | $893K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Add +22.3% | 59,286 | $883K |
| &partners | 0.01% | Reduce -6.7% | 55,948 | $833K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 51,588 | $768K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 48,065 | $716K |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 47,102 | $701K |
| PMG Family Office LLC | 0.78% | — | 45,833 | $696K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.3% | 41,459 | $617K |
| Formidable Asset Management, LLC | 0.09% | Reduce -2.6% | 41,303 | $592K |
| Rpo LLC | 1.05% | No change | 39,270 | $585K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 39,246 | $584K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.6% | 39,025 | $581K |
| Choreo, LLC | 0.01% | Reduce -3.0% | 37,688 | $573K |
| Prevail Innovative Wealth Advisors, LLC | 0.11% | New | 37,293 | $555K |
| Stolper Co | 0.16% | Reduce -0.2% | 35,452 | $528K |
| Wela Strategies, Inc. | 0.19% | New | 33,891 | $505K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.9% | 33,026 | $492K |
| Schnieders Capital Management, Llc. | 0.08% | — | 31,950 | $476K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 30,249 | $450K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 28,315 | $422K |
| Diversify Advisory Services, LLC | 0.01% | No change | 26,241 | $389K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.3% | 25,592 | $381K |
| Leo Wealth, LLC | 0.04% | No change | 23,000 | $342K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.5% | 22,325 | $332K |
| Summit Financial, LLC | 0.00% | Add +7.4% | 20,408 | $304K |
| Calamos Advisors LLC | 0.00% | Add +21.8% | 19,454 | $290K |
| Lido Advisors, LLC | 0.00% | Add +2.1% | 18,825 | $286K |
| Quantedge Capital Pte Ltd | 0.15% | Reduce -48.2% | 18,700 | $278K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | No change | 16,676 | $248K |
| Integrated Capital Management, Inc. | 0.17% | Add +14.1% | 16,572 | $247K |
| Mariner, LLC | 0.00% | Reduce -23.1% | 16,204 | $241K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -43.7% | 15,993 | $238K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 15,889 | $237K |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,490 | $231K |
| Pinnacle Associates Ltd. | 0.00% | No change | 15,016 | $224K |
| Accredited Investor Services, LLC | 0.15% | Reduce -0.9% | 14,354 | $214K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 14,305 | $213K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.0% | 14,184 | $211K |
| Kapstone Financial Advisors LLC | 0.10% | Add +11.1% | 14,065 | $209K |
| Uhlmann Price Securities, LLC | 0.13% | New | 13,781 | $205K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.8% | 13,478 | $201K |
| Allworth Financial LP | 0.00% | No change | 13,432 | $200K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.6% | 12,318 | $183K |
| HUB Investment Partners, LLC | 0.01% | New | 12,096 | $180K |
| PKS Advisory Services, LLC | 0.04% | Reduce -4.3% | 11,858 | $177K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.0% | 11,776 | $175K |
| Vista Investment Partners Ii, LLC | 0.07% | No change | 10,800 | $161K |
| World Investment Advisors | 0.00% | No change | 10,500 | $156K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 8,190 | $122K |
| PFS Partners, LLC | 0.05% | Add +2.1% | 7,557 | $113K |
| Larson Financial Group LLC | 0.00% | No change | 6,000 | $89K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $77K |
| Eastern Bank | 0.00% | No change | 5,038 | $75K |
| Comerica Bank | 0.00% | Reduce -0.2% | 4,391 | $65K |
| TD Private Client Wealth LLC | 0.00% | No change | 3,540 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Add +2853.2% | 3,278 | $49K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 2,837 | $42K |
| Advisory Services Network, LLC | 0.00% | New | 2,797 | $42K |
| FNY Investment Advisers, LLC | 0.01% | No change | 2,800 | $41K |
| United Community Bank | 0.01% | No change | 2,550 | $38K |
| KERR FINANCIAL PLANNING Corp | 0.05% | — | 2,419 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,800 | $27K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 1,233 | $18K |
| Costello Asset Management, INC | 0.01% | Add +2.0% | 1,126 | $17K |
| WPG Advisers, LLC | 0.01% | Add +0.9% | 1,017 | $15K |
| Kilter Group LLC | 0.01% | New | 882 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 805 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $11K |
"% 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.