Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q2 2025 (June 30)131holders −9
17new positions
25sold out
$26.47avg. 13F price*
At the end of Q2 2025, 131 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, down 9 from Q1 2025. 17 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($54.2M), Karpus Management, Inc. ($47.7M) and Wells Fargo & Company ($32.4M).
- Company
- Nuveen Nasdaq 100 DYN Overwr
- CUSIP
- 670699107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.1M |
| Exits | 25 | $24.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,117,313 shares bought and 1,829,443 shares sold, net −712,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Morgan Stanley | 0.00% | Add +15.2% | 2,047,158 | $54.2M |
| Karpus Management, Inc. | 1.54% | Reduce -0.7% | 1,803,255 | $47.7M |
| Wells Fargo & Company | 0.01% | Add +6.3% | 1,223,017 | $32.4M |
| Invesco Ltd. | 0.00% | Add +1.0% | 823,010 | $21.8M |
| UBS Group AG | 0.00% | Reduce -9.0% | 736,471 | $19.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 720,477 | $19.1M |
| Cornerstone Advisors, LLC | 0.52% | Reduce -38.6% | 567,223 | $15.0M |
| LPL Financial LLC | 0.00% | Add +11.5% | 524,643 | $13.9M |
| 1607 Capital Partners, LLC | 1.12% | Add +1.0% | 522,323 | $13.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +20.4% | 503,646 | $13.3M |
| Guggenheim Capital LLC | 0.09% | Add +17.2% | 412,622 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 394,570 | $10.4M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 375,491 | $9.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.18% | No change | 301,101 | $8.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.0% | 250,298 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -14.1% | 226,733 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.7% | 202,289 | $5.4M |
| Polar Asset Management Partners Inc. | 0.17% | Add +482.0% | 189,421 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 186,894 | $4.9M |
| Cypress Capital Management LLC (WY) | 4.73% | Add +150.4% | 161,035 | $4.4M |
| Arete Wealth Advisors, LLC | 0.24% | Add +2.7% | 125,155 | $3.3M |
| AQR Arbitrage LLC | 0.11% | Reduce -45.1% | 116,834 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +27.1% | 101,016 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +3.5% | 87,851 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 82,701 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 78,927 | $2.1M |
| Ionic Capital Management LLC | 2.81% | Reduce -6.7% | 69,146 | $1.8M |
| Moneco Advisors, LLC | 0.16% | Reduce -1.6% | 66,816 | $1.8M |
| Lanark Financial, Inc. | 0.13% | Add +8.1% | 59,620 | $1.6M |
| Schnieders Capital Management LLC | 0.23% | Add +6.5% | 48,895 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.1% | 48,531 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +21.9% | 47,559 | $1.3M |
| Dakota Wealth Management | 0.02% | No change | 37,110 | $982K |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 35,381 | $937K |
| First Trust Advisors LP | 0.00% | Add +2.7% | 34,481 | $913K |
| &partners | 0.01% | Add +197.9% | 27,889 | $738K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.5% | 26,963 | $714K |
| Arkadios Wealth Advisors | 0.02% | No change | 26,289 | $696K |
| Private Advisor Group, LLC | 0.00% | Add +44.6% | 26,144 | $692K |
| Rockefeller Capital Management L.P. | 0.00% | New | 23,566 | $624K |
| Huntleigh Advisors, Inc. | 0.11% | Add +3.3% | 21,869 | $579K |
| Sapient Capital LLC | 0.01% | Reduce -10.9% | 19,984 | $540K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +19.9% | 20,128 | $533K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.6% | 19,951 | $528K |
| Alteri Wealth LLC | 0.20% | Add +0.1% | 19,643 | $520K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -18.4% | 19,124 | $506K |
| GWN Securities Inc. | 0.09% | New | 18,922 | $501K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.3% | 18,113 | $482K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 18,130 | $480K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $463K |
| Avory & Company, LLC | 0.28% | No change | 17,157 | $454K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 16,430 | $435K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -50.5% | 15,023 | $406K |
| Wedbush Securities Inc. | 0.01% | Reduce -27.5% | 14,313 | $379K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -43.7% | 14,301 | $379K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 14,238 | $377K |
| Moors & Cabot, Inc. | 0.02% | Add +0.9% | 13,934 | $369K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -16.7% | 13,887 | $368K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 13,812 | $366K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 13,414 | $355K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.6% | 13,389 | $354K |
| Mariner, LLC | 0.00% | Add +19.3% | 13,298 | $352K |
| Diversified Enterprises, LLC | 0.02% | Add +0.8% | 12,434 | $329K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.4% | 12,344 | $327K |
| Comerica Bank | 0.00% | Reduce -3.9% | 12,187 | $323K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.6% | 11,865 | $322K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.8% | 11,306 | $299K |
| Merit Financial Group, LLC | 0.00% | Add +4.9% | 11,135 | $295K |
| MGB Wealth Management, LLC | 0.10% | Reduce -50.0% | 11,000 | $291K |
| TriaGen Wealth Management LLC | 0.09% | No change | 10,951 | $290K |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 10,847 | $287K |
| WealthTrust Asset Management, LLC | 0.21% | Reduce -10.0% | 10,639 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -46.6% | 10,547 | $279K |
| Register Financial Advisors LLC | 0.12% | No change | 10,115 | $268K |
| Summit Financial, LLC | 0.01% | New | 9,905 | $267K |
| Bay Capital Advisors, LLC | 0.20% | Add +0.5% | 10,003 | $265K |
| Jacobi Capital Management LLC | 0.02% | Add +2.0% | 9,433 | $250K |
| Sovran Advisors, LLC | 0.03% | No change | 9,242 | $242K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $224K |
| WealthShield Partners, LLC | 0.03% | Reduce -6.0% | 8,263 | $219K |
| Formidable Asset Management, LLC | 0.04% | No change | 9,200 | $219K |
| Next Level Private LLC | 0.07% | New | 8,055 | $213K |
| Captrust Financial Advisors | 0.00% | New | 7,935 | $210K |
| Pathstone Holdings, LLC | 0.00% | Reduce -64.6% | 7,790 | $208K |
| Compound Planning, Inc. | 0.01% | New | 7,836 | $207K |
| US Bancorp \de | 0.00% | No change | 7,817 | $207K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 7,783 | $206K |
| Equitable Holdings, Inc. | 0.00% | New | 7,738 | $205K |
| Griffin Asset Management, Inc. | 0.02% | New | 7,587 | $201K |
| Cwm, LLC | 0.00% | No change | 6,901 | $183K |
| Allworth Financial LP | 0.00% | No change | 5,492 | $145K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.1% | 4,766 | $126K |
| NFSG Corp | 0.02% | New | 4,545 | $120K |
| Main Street Group, LTD | 0.04% | No change | 4,318 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,229 | $112K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,862 | $102K |
| FNY Investment Advisers, LLC | 0.04% | No change | 3,800 | $100K |
| Trust Co. of Vermont | 0.00% | New | 3,349 | $89K |
| ORG Partners LLC | 0.02% | Add +66.9% | 2,818 | $74K |
| Capital Analysts, LLC | 0.00% | Reduce -50.0% | 2,702 | $72K |
"% 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.