Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q3 2025 (September 30)140holders +9
17new positions
9sold out
$27.47avg. 13F price*
At the end of Q3 2025, 140 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 9 from Q2 2025. 17 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($54.1M), Karpus Management, Inc. ($47.3M) and Wells Fargo & Company ($33.9M).
- Company
- Nuveen Nasdaq 100 DYN Overwr
- CUSIP
- 670699107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.1M |
| Exits | 9 | $11.2M |
All 13F filers, Q2 2025 → Q3 2025: 789,036 shares bought and 1,033,685 shares sold, net −244,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Morgan Stanley | 0.00% | Reduce -3.8% | 1,969,441 | $54.1M |
| Karpus Management, Inc. | 1.50% | Reduce -4.5% | 1,722,190 | $47.3M |
| Wells Fargo & Company | 0.01% | Add +1.0% | 1,235,463 | $33.9M |
| Invesco Ltd. | 0.00% | Add +2.7% | 845,225 | $23.2M |
| UBS Group AG | 0.00% | Add +1.6% | 748,593 | $20.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 716,526 | $19.7M |
| LPL Financial LLC | 0.00% | Add +4.0% | 545,389 | $15.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +7.5% | 541,397 | $14.9M |
| 1607 Capital Partners, LLC | 1.08% | Add +0.3% | 524,120 | $14.4M |
| Guggenheim Capital LLC | 0.09% | Add +4.1% | 429,602 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 406,502 | $11.2M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 361,053 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 261,289 | $7.2M |
| Penserra Capital Management LLC | 0.08% | New | 242,845 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.2% | 234,065 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 208,756 | $5.7M |
| Cornerstone Advisors, LLC | 0.18% | Reduce -64.4% | 202,047 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +5.5% | 197,151 | $5.3M |
| Polar Asset Management Partners Inc. | 0.16% | Add +2.0% | 193,309 | $5.3M |
| Advisors Asset Management, Inc. | 0.08% | Add +70.2% | 171,891 | $4.7M |
| Cypress Capital Management LLC (WY) | 4.56% | Add +0.4% | 161,739 | $4.5M |
| Arete Wealth Advisors, LLC | 0.22% | Add +0.4% | 125,688 | $3.5M |
| Shaker Financial Services, LLC | 1.15% | New | 120,498 | $3.4M |
| Two Sigma Investments, LP | 0.00% | Add +40.6% | 110,997 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.2% | 86,789 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.9% | 72,024 | $2.0M |
| Ionic Capital Management LLC | 2.38% | No change | 69,146 | $1.9M |
| Moneco Advisors, LLC | 0.15% | Reduce -3.9% | 64,221 | $1.8M |
| Lanark Financial, Inc. | 0.14% | Add +7.6% | 64,173 | $1.8M |
| PMG Family Office LLC | 1.87% | — | 59,804 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +44.0% | 49,634 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +3.4% | 49,197 | $1.4M |
| Schnieders Capital Management, Llc. | 0.22% | — | 48,305 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -2.3% | 47,413 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +19.2% | 42,180 | $1.2M |
| Dakota Wealth Management | 0.02% | Reduce -0.9% | 36,760 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.9% | 31,545 | $866K |
| &partners | 0.01% | Add +5.9% | 29,539 | $811K |
| Private Advisor Group, LLC | 0.00% | Add +11.7% | 29,209 | $802K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +41.3% | 27,017 | $742K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 26,963 | $740K |
| Arkadios Wealth Advisors | 0.02% | No change | 26,289 | $722K |
| Huntleigh Advisors, Inc. | 0.10% | Reduce -7.1% | 20,326 | $558K |
| Alteri Wealth LLC | 0.19% | Add +3.3% | 20,281 | $557K |
| Sapient Capital LLC | 0.01% | No change | 19,984 | $554K |
| Mutual Advisors, LLC | 0.01% | Add +1.4% | 18,368 | $511K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $481K |
| Moors & Cabot, Inc. | 0.02% | Add +23.8% | 17,256 | $474K |
| Focus Partners Wealth | 0.00% | New | 17,227 | $473K |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 17,198 | $472K |
| Avory & Company, LLC | 0.28% | No change | 17,157 | $471K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 16,729 | $459K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.4% | 16,282 | $447K |
| Captrust Financial Advisors | 0.00% | Add +93.6% | 15,363 | $422K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.3% | 14,994 | $412K |
| Prevail Innovative Wealth Advisors, LLC | 0.08% | New | 14,986 | $412K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.4% | 13,820 | $380K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 13,812 | $379K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 13,793 | $379K |
| Aviance Capital Partners, LLC | 0.04% | Add +1.2% | 13,578 | $373K |
| International Assets Investment Management, LLC | 0.03% | Add +0.2% | 13,411 | $354K |
| Diversified Enterprises, LLC | 0.02% | Add +0.7% | 12,522 | $344K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.3% | 12,505 | $343K |
| Diversify Advisory Services, LLC | 0.01% | No change | 11,865 | $336K |
| Comerica Bank | 0.00% | Reduce -5.4% | 11,534 | $317K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 11,088 | $304K |
| Mariner, LLC | 0.00% | Reduce -17.2% | 11,006 | $302K |
| MGB Wealth Management, LLC | 0.09% | No change | 11,000 | $302K |
| TriaGen Wealth Management LLC | 0.08% | No change | 10,951 | $301K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 10,912 | $300K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 10,551 | $290K |
| Summit Financial, LLC | 0.00% | Add +6.6% | 10,558 | $290K |
| WealthTrust Asset Management, LLC | 0.20% | Reduce -2.4% | 10,379 | $285K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -28.3% | 10,257 | $282K |
| Register Financial Advisors LLC | 0.11% | No change | 10,115 | $278K |
| Bay Capital Advisors, LLC | 0.18% | No change | 10,003 | $275K |
| Merit Financial Group, LLC | 0.00% | Reduce -10.2% | 10,001 | $275K |
| Formidable Asset Management, LLC | 0.04% | Add +10.9% | 10,200 | $270K |
| Jacobi Capital Management LLC | 0.02% | Add +1.8% | 9,600 | $264K |
| Sovran Advisors, LLC | 0.02% | No change | 9,242 | $260K |
| GWN Securities Inc. | 0.06% | Reduce -51.0% | 9,282 | $255K |
| Pathstone Holdings, LLC | 0.00% | Add +15.5% | 8,997 | $249K |
| Next Level Private LLC | 0.07% | Add +7.7% | 8,677 | $239K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $232K |
| Creative Planning | 0.00% | New | 8,426 | $231K |
| Cwm, LLC | 0.00% | Add +21.7% | 8,401 | $231K |
| Equitable Holdings, Inc. | 0.00% | Add +4.5% | 8,088 | $222K |
| PFG Investments, LLC | 0.01% | New | 7,846 | $215K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.6% | 7,661 | $210K |
| Compound Planning, Inc. | 0.01% | Reduce -3.8% | 7,539 | $207K |
| WealthShield Partners, LLC | 0.02% | Reduce -9.8% | 7,451 | $205K |
| Cypress Wealth Services, LLC | 0.03% | New | 7,441 | $204K |
| Griffin Asset Management, Inc. | 0.02% | Reduce -1.9% | 7,440 | $204K |
| Caitlin John, LLC | 0.11% | New | 5,836 | $160K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.0% | 5,479 | $150K |
| Capital Analysts, LLC | 0.00% | Add +100.0% | 5,404 | $148K |
| Allworth Financial LP | 0.00% | Reduce -5.6% | 5,182 | $142K |
| Main Street Group, LTD | 0.04% | No change | 4,318 | $119K |
| NFSG Corp | 0.02% | Reduce -7.7% | 4,195 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 4,101 | $113K |
| Wolverine Asset Management LLC | 0.01% | New | 4,007 | $110K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 3,900 | $107K |
| FNY Investment Advisers, LLC | 0.03% | No change | 3,800 | $104K |
| Trust Co. of Vermont | 0.00% | No change | 3,349 | $92K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -13.8% | 3,327 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.7% | 3,176 | $88K |
| ORG Partners LLC | 0.01% | No change | 2,818 | $77K |
| US Bancorp \de | 0.00% | Reduce -66.9% | 2,589 | $71K |
| Eastern Bank | 0.00% | No change | 2,293 | $63K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,290 | $63K |
| Bell Investment Advisors, Inc | 0.01% | No change | 2,219 | $61K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,834 | $50K |
| Harbour Investments, Inc. | 0.00% | No change | 1,820 | $50K |
| Westfuller Advisors, LLC | 0.02% | New | 1,610 | $45K |
| Private Trust Co. NA | 0.00% | No change | 1,500 | $41K |
| Mather Group, Llc. | 0.00% | New | 1,262 | $35K |
| Key Financial Inc | 0.01% | No change | 1,104 | $30K |
| Advisory Services Network, LLC | 0.00% | New | 1,006 | $28K |
| Clearstead Trust, LLC | 0.00% | New | 1,000 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $27K |
| CoreFirst Bank & Trust | 0.01% | No change | 658 | $18K |
| Bokf, NA | 0.00% | No change | 658 | $18K |
| Hollencrest Capital Management | 0.00% | Add +2.0% | 502 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 491 | $13K |
| Vision Financial Markets LLC | 0.01% | Add +2.2% | 419 | $11K |
| Noble Wealth Management PBC | 0.01% | — | 375 | $10K |
| Spire Wealth Management | 0.00% | No change | 352 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -98.5% | 300 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 300 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 270 | $7K |
| Ancora Advisors LLC | 0.00% | New | 260 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -39.0% | 252 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 237 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 221 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +1.9% | 216 | $6K |
| GoalVest Advisory LLC | 0.00% | New | 213 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $5K |
| Arax Advisory Partners | 0.00% | New | 198 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 9 | $238 |
"% 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.