Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q1 2025 (March 31)140holders +1
16new positions
15sold out
1famous investor
$24.12avg. 13F price*
At the end of Q1 2025, 140 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 1 from Q4 2024. 16 opened new positions and 15 sold out. The largest holders were Karpus Management, Inc. ($43.1M), Morgan Stanley ($42.2M) and Wells Fargo & Company ($27.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $10.5M |
| Exits | 15 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 775,074 shares bought and 1,163,374 shares sold, net −388,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Karpus Management, Inc. | 1.40% | Reduce -1.5% | 1,815,285 | $43.1M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 1,777,288 | $42.2M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 1,150,265 | $27.3M |
| Cornerstone Advisors, LLC | 0.94% | Reduce -17.5% | 923,669 | $21.9M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 814,687 | $19.3M |
| UBS Group AG | 0.00% | Add +3.7% | 809,701 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 739,529 | $17.6M |
| 1607 Capital Partners, LLC | 0.99% | Reduce -19.9% | 516,931 | $12.3M |
| LPL Financial LLC | 0.00% | Reduce -7.0% | 470,591 | $11.2M |
| Bank of America Corp. | 0.00% | Add +10.4% | 466,350 | $11.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +45.4% | 418,318 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 379,506 | $9.0M |
| Guggenheim Capital LLC | 0.08% | Add +0.2% | 352,014 | $8.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.17% | Reduce -60.3% | 301,101 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 290,922 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +51.2% | 268,486 | $6.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.3% | 264,055 | $6.3M |
| Retirement Planning Co of New England, Inc. | 2.90% | New | 16,194 | $5.8M |
| Shaker Financial Services, LLC | 2.08% | Add +23.1% | 220,010 | $5.3M |
| AQR Arbitrage LLC | 0.22% | Reduce -0.6% | 212,780 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 176,536 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -0.3% | 165,259 | $3.9M |
| Wolverine Asset Management LLC | 0.23% | Add +48.4% | 130,332 | $3.1M |
| Arete Wealth Advisors, LLC | 0.22% | Add +0.8% | 121,892 | $2.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.90% | Reduce -5.1% | 111,162 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.4% | 84,917 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 80,846 | $1.9M |
| Advisors Asset Management, Inc. | 0.04% | Add +112.4% | 79,481 | $1.9M |
| Ionic Capital Management LLC | 3.28% | No change | 74,146 | $1.8M |
| Landscape Capital Management, L.L.C. | 0.15% | Reduce -34.8% | 72,801 | $1.7M |
| Moneco Advisors, LLC | 0.17% | Reduce -0.9% | 67,877 | $1.6M |
| Cypress Capital Management LLC (WY) | 1.87% | New | 64,304 | $1.6M |
| Lanark Financial, Inc. | 0.11% | — | 55,147 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 49,518 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -11.5% | 49,093 | $1.2M |
| Schnieders Capital Management LLC | 0.23% | Reduce -8.2% | 45,895 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +4.2% | 39,013 | $927K |
| Dakota Wealth Management | 0.02% | Add +3.2% | 37,110 | $881K |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 34,036 | $808K |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 33,560 | $797K |
| Polar Asset Management Partners Inc. | 0.04% | New | 32,549 | $773K |
| Absolute Investment Advisers, LLC | 0.11% | Reduce -30.1% | 32,313 | $767K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.6% | 30,341 | $738K |
| Readystate Asset Management LP | 0.06% | New | 27,468 | $652K |
| Arkadios Wealth Advisors | 0.02% | No change | 26,289 | $624K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -23.5% | 25,384 | $603K |
| Fisher Asset Management | 0.00% | New | 24,655 | $586K |
| MGB Wealth Management, LLC | 0.20% | Add +100.0% | 22,000 | $559K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.7% | 23,421 | $556K |
| Sapient Capital LLC | 0.01% | No change | 22,438 | $545K |
| Pathstone Holdings, LLC | 0.00% | Add +83.2% | 22,000 | $526K |
| Huntleigh Advisors, Inc. | 0.08% | Reduce -2.0% | 21,179 | $503K |
| Wedbush Securities Inc. | 0.02% | No change | 19,751 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 19,756 | $469K |
| Alteri Wealth LLC | 0.20% | Reduce -4.6% | 19,613 | $466K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.6% | 19,445 | $462K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.6% | 19,324 | $456K |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.1% | 18,936 | $450K |
| Quarry LP | 0.12% | Reduce -30.1% | 18,754 | $445K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.3% | 18,232 | $433K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.0% | 18,084 | $429K |
| Truist Financial Corp. | 0.00% | Reduce -7.3% | 18,055 | $429K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $416K |
| Avory & Company, LLC | 0.27% | No change | 17,157 | $407K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | No change | 16,784 | $399K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -44.4% | 16,669 | $397K |
| Envestnet Asset Management Inc. | 0.00% | Add +28.1% | 16,437 | $390K |
| Lindbrook Capital, LLC | 0.03% | Add +20.6% | 15,390 | $366K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.0% | 14,229 | $338K |
| Moors & Cabot, Inc. | 0.02% | Reduce -9.9% | 13,814 | $328K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -7.4% | 13,812 | $328K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.6% | 13,472 | $320K |
| Aviance Capital Partners, LLC | 0.04% | No change | 13,409 | $318K |
| Financial Advocates Investment Management | 0.02% | Add +3.8% | 13,344 | $317K |
| Virtu Financial LLC | 0.02% | New | 13,151 | $312K |
| Comerica Bank | 0.00% | Reduce -0.8% | 12,685 | $301K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.3% | 12,338 | $293K |
| Walleye Capital LLC | 0.00% | New | 12,333 | $293K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 12,168 | $289K |
| Goldman Sachs Group Inc. | 0.00% | Add +11.1% | 12,006 | $285K |
| Diversify Advisory Services, LLC | 0.02% | No change | 11,795 | $281K |
| WealthTrust Asset Management, LLC | 0.21% | Add +33.2% | 11,821 | $281K |
| Mariner, LLC | 0.00% | Add +0.9% | 11,143 | $265K |
| Stifel Financial Corp. | 0.00% | Reduce -26.8% | 11,058 | $263K |
| TriaGen Wealth Management LLC | 0.09% | No change | 10,951 | $260K |
| Merit Financial Group, LLC | 0.00% | Add +13.2% | 10,612 | $252K |
| Register Financial Advisors LLC | 0.13% | Reduce -3.3% | 10,115 | $240K |
| Bay Capital Advisors, LLC | 0.20% | No change | 9,950 | $236K |
| &partners | 0.00% | Add +26.2% | 9,361 | $222K |
| Jacobi Capital Management LLC | 0.02% | No change | 9,251 | $220K |
| Formidable Asset Management, LLC | 0.04% | New | 9,200 | $219K |
| Left Brain Wealth Management, LLC | 0.09% | Add +18.9% | 9,082 | $216K |
| WealthShield Partners, LLC | 0.03% | Add +2.0% | 8,792 | $214K |
| Sovran Advisors, LLC | 0.03% | No change | 9,242 | $207K |
| Quantedge Capital Pte Ltd | 0.07% | Reduce -43.1% | 8,700 | $207K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $201K |
| US Bancorp \de | 0.00% | No change | 7,817 | $186K |
| Cwm, LLC | 0.00% | No change | 6,901 | $164K |
| Allworth Financial LP | 0.00% | No change | 5,492 | $128K |
| Capital Analysts, LLC | 0.00% | No change | 5,404 | $128K |
"% 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.