Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q1 2024 (March 31)120holders
1famous investor
$24.29avg. 13F price*
At the end of Q1 2024, 120 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings. The largest holders were Morgan Stanley ($41.1M), Cornerstone Advisors, LLC ($27.6M) and Wells Fargo & Company ($25.1M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Nuveen Nasdaq 100 DYN Overwr
- CUSIP
- 670699107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.5M |
| Exits | 15 | $4.7M |
Ownership 120 holders
| Morgan Stanley | 0.00% | Reduce -9.2% | 1,701,058 | $41.1M |
| Cornerstone Advisors, LLC | 1.14% | Add +50.6% | 1,144,884 | $27.6M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 1,039,006 | $25.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.52% | No change | 847,545 | $22.3M |
| UBS Group AG | 0.01% | Add +1.1% | 848,918 | $20.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 750,547 | $18.1M |
| Invesco Ltd. | 0.00% | Add +16.5% | 620,006 | $15.0M |
| Bank of America Corp. | 0.00% | Add +22.7% | 577,252 | $13.9M |
| Karpus Management, Inc. | 0.39% | Add +139.5% | 558,603 | $13.5M |
| LPL Financial LLC | 0.01% | Reduce -0.9% | 402,489 | $9.7M |
| 1607 Capital Partners, LLC | 0.76% | Add +223.5% | 385,351 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.8% | 339,819 | $8.2M |
| Guggenheim Capital LLC | 0.05% | Reduce -5.2% | 318,284 | $7.7M |
| Landscape Capital Management, L.L.C. | 0.57% | Add +25.1% | 268,165 | $6.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.8% | 258,632 | $6.2M |
| Shaker Financial Services, LLC | 2.18% | Add +90.3% | 229,898 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.1% | 225,239 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 219,095 | $5.3M |
| Flagship Harbor Advisors, LLC | 0.30% | Add +1.8% | 193,914 | $4.7M |
| Wolverine Asset Management LLC | 0.41% | Add +24.1% | 193,539 | $4.7M |
| HighTower Advisors, LLC | 0.01% | New | 153,179 | $3.7M |
| Raymond James & Associates | 0.00% | Add +6.3% | 129,073 | $3.1M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -0.9% | 124,146 | $3.0M |
| Arete Wealth Advisors, LLC | 0.26% | Add +0.4% | 117,298 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 87,869 | $2.1M |
| Ionic Capital Management LLC | 1.78% | Reduce -39.4% | 87,560 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -6.0% | 85,928 | $2.1M |
| Moneco Advisors, LLC | 0.28% | Reduce -7.5% | 72,861 | $1.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0.59% | Add +35781.8% | 68,893 | $1.7M |
| Schnieders Capital Management LLC | 0.34% | Reduce -6.5% | 68,171 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +248.5% | 44,710 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -41.6% | 41,078 | $1.0M |
| Ranch Capital Advisors Inc. | 0.47% | Reduce -0.5% | 35,601 | $871K |
| NewEdge Advisors, LLC | 0.01% | Add +6.8% | 34,374 | $830K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +13.4% | 33,543 | $810K |
| Truist Financial Corp. | 0.00% | Add +27.4% | 32,373 | $781K |
| Lindbrook Capital, LLC | 0.07% | No change | 29,932 | $723K |
| Qube Research & Technologies Ltd | 0.00% | No change | 28,766 | $694K |
| Lanark Financial, Inc. | 0.06% | Reduce -0.7% | 25,346 | $611K |
| Sapient Capital LLC | 0.01% | Reduce -0.6% | 23,267 | $571K |
| Wedbush Securities Inc. | 0.02% | Reduce -34.8% | 22,719 | $548K |
| Logan Stone Capital, LLC | 0.11% | New | 22,113 | $534K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.1% | 20,557 | $496K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.3% | 20,726 | $474K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.1% | 18,904 | $456K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 18,654 | $450K |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 18,622 | $450K |
| Private Advisor Group, LLC | 0.00% | Add +64.2% | 18,480 | $446K |
| First Trust Advisors LP | 0.00% | New | 18,452 | $445K |
| AQR Arbitrage LLC | 0.02% | New | 18,131 | $438K |
| PFG Investments, LLC | 0.03% | New | 17,933 | $433K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $422K |
| Avory & Company, LLC | 0.28% | No change | 17,157 | $414K |
| PNC Financial Services Group, Inc. | 0.00% | Add +128.4% | 15,930 | $385K |
| Moors & Cabot, Inc. | 0.02% | Reduce -6.1% | 15,552 | $375K |
| Captrust Financial Advisors | 0.00% | Reduce -2.8% | 15,201 | $367K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -48.7% | 15,061 | $364K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -2.2% | 15,048 | $363K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 14,609 | $353K |
| International Assets Investment Management, LLC | 0.04% | Add +8.5% | 14,475 | $349K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +57.9% | 14,054 | $339K |
| MML Investors Services, LLC | 0.00% | Reduce -20.1% | 13,938 | $336K |
| Fisher Asset Management | 0.00% | New | 13,612 | $329K |
| Diversified, LLC | 0.04% | Add +0.5% | 13,264 | $320K |
| Diversify Advisory Services, LLC | 0.02% | — | 13,020 | $314K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -0.3% | 12,890 | $311K |
| Dakota Wealth Management | 0.01% | New | 12,880 | $311K |
| Comerica Bank | 0.00% | Reduce -12.6% | 12,797 | $309K |
| Raymond James Trust N.A. | 0.01% | No change | 12,512 | $302K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.0% | 12,454 | $301K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,414 | $301K |
| Financial Advocates Investment Management | 0.02% | No change | 11,929 | $288K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,822 | $285K |
| MGB Wealth Management, LLC | 0.11% | No change | 11,000 | $266K |
| TriaGen Wealth Management LLC | 0.11% | No change | 10,951 | $264K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.9% | 10,813 | $261K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.5% | 10,257 | $248K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,616 | $232K |
| WealthShield Partners, LLC | 0.04% | Reduce -5.3% | 9,197 | $226K |
| Arkadios Wealth Advisors | 0.02% | No change | 9,132 | $220K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.2% | 9,126 | $220K |
| Merit Financial Group, LLC | 0.01% | Add +3.3% | 9,284 | $217K |
| Capital CS Group, LLC | 0.21% | Reduce -4.3% | 8,858 | $214K |
| Jacobi Capital Management LLC | 0.02% | No change | 8,725 | $211K |
| Compound Planning, Inc. | 0.02% | Reduce -2.1% | 8,516 | $206K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 8,453 | $204K |
| Register Financial Advisors LLC | 0.11% | New | 8,431 | $204K |
| US Bancorp \de | 0.00% | Add +8.4% | 7,819 | $189K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,581 | $180K |
| Formidable Asset Management, LLC | 0.03% | New | 7,200 | $174K |
| Allworth Financial LP | 0.00% | Add +10.2% | 5,843 | $141K |
| Capital Analysts, LLC | 0.01% | No change | 5,404 | $130K |
| Main Street Group, LTD | 0.05% | Add +532.2% | 4,318 | $104K |
| FNY Investment Advisers, LLC | 0.06% | New | 3,800 | $91K |
| Caitlin John, LLC | 0.07% | Add +1.4% | 3,769 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,360 | $81K |
| ORG Partners LLC | 0.14% | New | 3,001 | $72K |
| Deutsche Bank AG | 0.00% | Add +213.2% | 2,963 | $72K |
| Hexagon Capital Partners LLC | 0.01% | No change | 2,766 | $67K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,301 | $56K |
"% of holder's portfolio" is QQQX's weight in each manager's 13F, not the share of Nuveen Nasdaq 100 DYN Overwr the manager owns.