Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q4 2024 (December 31)139holders +12
12new positions
10sold out
1famous investor
$27.05avg. 13F price*
At the end of Q4 2024, 139 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 12 from Q3 2024. 12 opened new positions and 10 sold out. The largest holders were Karpus Management, Inc. ($49.8M), Morgan Stanley ($48.9M) and Cornerstone Advisors, LLC ($30.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.8M |
| Exits | 10 | $5.2M |
All 13F filers, Q3 2024 → Q4 2024: 942,815 shares bought and 767,921 shares sold, net +174,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Karpus Management, Inc. | 1.47% | Add +5.9% | 1,842,824 | $49.8M |
| Morgan Stanley | 0.00% | Add +4.2% | 1,806,405 | $48.9M |
| Cornerstone Advisors, LLC | 1.21% | Reduce -2.2% | 1,119,284 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 1,079,535 | $29.2M |
| Invesco Ltd. | 0.00% | Add +12.0% | 860,866 | $23.3M |
| UBS Group AG | 0.00% | Reduce -5.2% | 780,879 | $21.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.49% | No change | 758,622 | $20.5M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 718,095 | $19.4M |
| 1607 Capital Partners, LLC | 1.40% | Add +36.4% | 644,987 | $17.4M |
| LPL Financial LLC | 0.01% | Add +0.5% | 505,872 | $13.7M |
| Bank of America Corp. | 0.00% | Add +2.6% | 422,296 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 381,461 | $10.3M |
| Guggenheim Capital LLC | 0.08% | Add +12.9% | 351,274 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +54.8% | 287,681 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +7.2% | 287,426 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.6% | 267,573 | $7.2M |
| AQR Arbitrage LLC | 0.24% | Add +18.4% | 214,012 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +6.0% | 186,507 | $5.0M |
| Shaker Financial Services, LLC | 1.85% | Reduce -37.1% | 178,663 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 177,530 | $4.8M |
| Flagship Harbor Advisors, LLC | 0.24% | Reduce -16.8% | 165,721 | $4.5M |
| Arete Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 120,979 | $3.3M |
| Thomas J. Herzfeld Advisors, Inc. | 1.02% | Add +3.0% | 117,169 | $3.2M |
| Landscape Capital Management, L.L.C. | 0.32% | Reduce -55.7% | 111,641 | $3.0M |
| Wolverine Asset Management LLC | 0.18% | Reduce -62.7% | 87,801 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +2.9% | 86,103 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 82,519 | $2.2M |
| Ionic Capital Management LLC | 2.89% | Reduce -27.1% | 74,146 | $2.0M |
| Moneco Advisors, LLC | 0.20% | Reduce -0.9% | 68,495 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Add +3.3% | 55,458 | $1.5M |
| Schnieders Capital Management LLC | 0.27% | Reduce -1.5% | 49,985 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 49,235 | $1.3M |
| Absolute Investment Advisers, LLC | 0.16% | New | 46,255 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 37,431 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +104.2% | 37,426 | $1.0M |
| Dakota Wealth Management | 0.02% | Add +5.3% | 35,950 | $972K |
| First Trust Advisors LP | 0.00% | Add +0.8% | 33,782 | $914K |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 33,562 | $908K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.6% | 33,187 | $898K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.2% | 30,830 | $834K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +109.8% | 29,984 | $811K |
| Quarry LP | 0.15% | New | 26,846 | $726K |
| Private Advisor Group, LLC | 0.00% | Add +9.8% | 26,613 | $720K |
| Arkadios Wealth Advisors | 0.04% | Add +187.9% | 26,289 | $711K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +39.0% | 23,251 | $629K |
| Sapient Capital LLC | 0.01% | No change | 22,438 | $607K |
| Huntleigh Advisors, Inc. | 0.13% | — | 21,619 | $585K |
| Susquehanna International Group, LLP | 0.00% | Add +8.5% | 20,613 | $558K |
| Alteri Wealth LLC | 0.15% | — | 20,563 | $556K |
| Mutual Advisors, LLC | 0.02% | Add +0.5% | 20,045 | $542K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.8% | 20,006 | $541K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 19,751 | $534K |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 19,487 | $527K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.5% | 18,182 | $492K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $473K |
| Avory & Company, LLC | 0.26% | No change | 17,157 | $464K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +270.0% | 16,784 | $454K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.8% | 16,254 | $440K |
| Moors & Cabot, Inc. | 0.02% | Add +0.1% | 15,337 | $415K |
| Quantedge Capital Pte Ltd | 0.15% | Add +30.8% | 15,300 | $414K |
| Stifel Financial Corp. | 0.00% | Add +3.9% | 15,115 | $409K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 14,910 | $403K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -44.8% | 14,094 | $385K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 14,134 | $382K |
| International Assets Investment Management, LLC | 0.03% | Reduce -5.4% | 13,972 | $375K |
| Aviance Capital Partners, LLC | 0.05% | Add +2.1% | 13,409 | $363K |
| Financial Advocates Investment Management | 0.02% | No change | 12,852 | $348K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.7% | 12,832 | $347K |
| Comerica Bank | 0.00% | Add +0.0% | 12,783 | $346K |
| Lindbrook Capital, LLC | 0.03% | Reduce -2.9% | 12,757 | $345K |
| Diversified Enterprises, LLC | 0.03% | Reduce -2.6% | 12,379 | $335K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.7% | 12,098 | $327K |
| Pathstone Holdings, LLC | 0.00% | Add +7.1% | 12,007 | $325K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -12.4% | 11,795 | $314K |
| Mariner, LLC | 0.00% | New | 11,046 | $299K |
| MGB Wealth Management, LLC | 0.09% | No change | 11,000 | $298K |
| TriaGen Wealth Management LLC | 0.10% | No change | 10,951 | $296K |
| Goldman Sachs Group Inc. | 0.00% | No change | 10,806 | $292K |
| Millennium Management | 0.00% | Reduce -12.8% | 10,746 | $291K |
| Register Financial Advisors LLC | 0.14% | Add +0.1% | 10,465 | $283K |
| GWN Securities Inc. | 0.07% | — | 10,051 | $279K |
| Bay Capital Advisors, LLC | 0.22% | — | 9,950 | $269K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.3% | 9,793 | $265K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.3% | 9,378 | $254K |
| Jacobi Capital Management LLC | 0.02% | Add +3.1% | 9,251 | $250K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,028 | $244K |
| Sovran Advisors, LLC | 0.03% | — | 9,242 | $244K |
| WealthTrust Asset Management, LLC | 0.17% | New | 8,875 | $240K |
| WealthShield Partners, LLC | 0.03% | Reduce -7.0% | 8,617 | $233K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $229K |
| Aspen Investment Management Inc | 0.10% | No change | 8,150 | $220K |
| Compound Planning, Inc. | 0.01% | Reduce -2.4% | 7,986 | $216K |
| Next Level Private LLC | 0.09% | New | 7,930 | $215K |
| US Bancorp \de | 0.00% | Reduce -4.9% | 7,817 | $211K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 7,790 | $211K |
| Left Brain Wealth Management, LLC | 0.08% | New | 7,637 | $207K |
| Griffin Asset Management, Inc. | 0.02% | New | 7,587 | $205K |
| &partners | 0.00% | New | 7,417 | $201K |
| Cwm, LLC | 0.00% | Add +1100.2% | 6,901 | $187K |
| Allworth Financial LP | 0.00% | Reduce -6.0% | 5,492 | $152K |
"% 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.