Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q3 2024 (September 30)127holders +6
13new positions
7sold out
1famous investor
$25.13avg. 13F price*
At the end of Q3 2024, 127 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 6 from Q2 2024. 13 opened new positions and 7 sold out. The largest holders were Karpus Management, Inc. ($43.7M), Morgan Stanley ($43.6M) and Cornerstone Advisors, LLC ($28.8M). One famous investor held it Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.0M |
| Exits | 7 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,290,446 shares bought and 462,474 shares sold, net +827,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Karpus Management, Inc. | 1.21% | Add +61.0% | 1,740,752 | $43.7M |
| Morgan Stanley | 0.00% | Add +0.3% | 1,733,842 | $43.6M |
| Cornerstone Advisors, LLC | 1.14% | No change | 1,144,884 | $28.8M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 1,060,821 | $26.6M |
| UBS Group AG | 0.01% | Reduce -1.9% | 824,099 | $20.7M |
| Invesco Ltd. | 0.00% | Add +9.9% | 768,686 | $19.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.45% | Reduce -10.5% | 758,622 | $19.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 700,846 | $17.6M |
| LPL Financial LLC | 0.01% | Add +3.8% | 503,204 | $12.6M |
| 1607 Capital Partners, LLC | 1.09% | Reduce -5.2% | 472,855 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -10.3% | 411,606 | $10.3M |
| Guggenheim Capital LLC | 0.06% | Reduce -6.7% | 311,034 | $7.8M |
| Shaker Financial Services, LLC | 2.73% | Add +21.4% | 284,148 | $7.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.4% | 274,642 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +7.7% | 268,019 | $6.7M |
| Landscape Capital Management, L.L.C. | 0.64% | Reduce -0.5% | 251,797 | $6.3M |
| Wolverine Asset Management LLC | 0.59% | Add +18.9% | 235,640 | $5.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.1% | 225,773 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.27% | Reduce -0.6% | 199,269 | $5.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 185,860 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 182,212 | $4.6M |
| AQR Arbitrage LLC | 0.19% | Add +59.8% | 180,695 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.9% | 175,946 | $4.4M |
| Raymond James & Associates | 0.00% | Add +13.5% | 143,150 | $3.6M |
| Logan Stone Capital, LLC | 0.78% | Reduce -6.0% | 124,977 | $3.1M |
| Arete Wealth Advisors, LLC | 0.26% | Add +3.5% | 121,198 | $3.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.95% | Add +3.4% | 113,701 | $2.9M |
| Ionic Capital Management LLC | 2.28% | Add +16.2% | 101,732 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 84,332 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.0% | 83,652 | $2.1M |
| Moneco Advisors, LLC | 0.22% | Add +4.3% | 69,136 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -52.5% | 53,664 | $1.3M |
| Schnieders Capital Management LLC | 0.24% | Reduce -6.5% | 50,735 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +51.3% | 46,195 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +35.2% | 43,444 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.9% | 37,221 | $935K |
| Cetera Investment Advisers | 0.00% | Reduce -4.8% | 34,748 | $873K |
| Dakota Wealth Management | 0.02% | Add +74.0% | 34,155 | $858K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +4.2% | 33,745 | $847K |
| First Trust Advisors LP | 0.00% | Add +19.9% | 33,508 | $842K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.6% | 30,779 | $786K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.6% | 25,536 | $661K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.6% | 25,050 | $629K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.3% | 24,233 | $609K |
| Sapient Capital LLC | 0.01% | No change | 22,438 | $573K |
| Truist Financial Corp. | 0.00% | Reduce -13.6% | 20,427 | $513K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.7% | 19,954 | $505K |
| Wedbush Securities Inc. | 0.02% | Reduce -22.0% | 19,738 | $496K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.1% | 19,001 | $477K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.0% | 18,264 | $462K |
| Advisors Asset Management, Inc. | 0.01% | New | 18,327 | $460K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 18,222 | $458K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $440K |
| Avory & Company, LLC | 0.26% | No change | 17,157 | $431K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.6% | 16,733 | $420K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.3% | 15,318 | $385K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 14,910 | $375K |
| International Assets Investment Management, LLC | 0.03% | Add +0.4% | 14,770 | $371K |
| Walleye Capital LLC | 0.00% | Add +83.2% | 14,696 | $369K |
| Stifel Financial Corp. | 0.00% | Reduce -22.8% | 14,549 | $365K |
| Captrust Financial Advisors | 0.00% | Reduce -4.9% | 14,284 | $359K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -20.4% | 14,295 | $355K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.2% | 13,803 | $345K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.8% | 13,470 | $342K |
| Lindbrook Capital, LLC | 0.03% | Reduce -21.0% | 13,137 | $330K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.9% | 13,134 | $330K |
| Financial Advocates Investment Management | 0.02% | Reduce -3.7% | 12,852 | $323K |
| Comerica Bank | 0.00% | Reduce -0.1% | 12,780 | $321K |
| Diversified, LLC | 0.04% | Reduce -1.1% | 12,705 | $319K |
| Diversified Enterprises, LLC | 0.04% | — | 12,705 | $319K |
| Raymond James Trust N.A. | 0.01% | No change | 12,512 | $314K |
| Millennium Management | 0.00% | No change | 12,329 | $310K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.7% | 12,179 | $306K |
| Quantedge Capital Pte Ltd | 0.09% | New | 11,700 | $294K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,207 | $282K |
| MGB Wealth Management, LLC | 0.10% | No change | 11,000 | $276K |
| TriaGen Wealth Management LLC | 0.09% | No change | 10,951 | $275K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,806 | $271K |
| Register Financial Advisors LLC | 0.13% | Add +0.1% | 10,454 | $263K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 10,207 | $256K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.8% | 10,017 | $252K |
| Merit Financial Group, LLC | 0.01% | Add +6.7% | 9,908 | $249K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.6% | 9,266 | $236K |
| Arkadios Wealth Advisors | 0.01% | No change | 9,132 | $229K |
| Jacobi Capital Management LLC | 0.02% | Add +1.4% | 8,972 | $225K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $212K |
| PFG Investments, LLC | 0.01% | Add +0.0% | 8,449 | $212K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.4% | 8,275 | $208K |
| US Bancorp \de | 0.00% | No change | 8,219 | $206K |
| Compound Planning, Inc. | 0.01% | Reduce -4.7% | 8,182 | $206K |
| Aspen Investment Management Inc | 0.10% | No change | 8,150 | $205K |
| Allworth Financial LP | 0.00% | No change | 5,843 | $147K |
| Capital Analysts, LLC | 0.01% | No change | 5,404 | $136K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 4,536 | $114K |
| Main Street Group, LTD | 0.05% | No change | 4,318 | $108K |
| Caitlin John, LLC | 0.07% | Add +3.0% | 3,936 | $104K |
| FNY Investment Advisers, LLC | 0.05% | New | 3,800 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,360 | $84K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 2,774 | $70K |
| Hexagon Capital Partners LLC | 0.01% | No change | 2,766 | $69K |
"% 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.