Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q4 2025 (December 31)147holders +7
17new positions
17sold out
1famous investor
$28.52avg. 13F price*
At the end of Q4 2025, 147 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 7 from Q3 2025. 17 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($57.5M), Karpus Management, Inc. ($47.7M) and Wells Fargo & Company ($35.4M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.3M |
| Exits | 17 | $12.4M |
All 13F filers, Q3 2025 → Q4 2025: 632,206 shares bought and 635,046 shares sold, net −2,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Morgan Stanley | 0.00% | Add +2.4% | 2,017,428 | $57.5M |
| Karpus Management, Inc. | 1.46% | Reduce -3.0% | 1,670,779 | $47.7M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 1,240,373 | $35.4M |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 812,997 | $23.2M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 743,680 | $21.2M |
| UBS Group AG | 0.00% | Reduce -2.9% | 726,889 | $20.7M |
| LPL Financial LLC | 0.00% | Add +7.3% | 584,905 | $16.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +2.9% | 557,308 | $15.9M |
| Guggenheim Capital LLC | 0.11% | Add +22.5% | 526,256 | $15.0M |
| 1607 Capital Partners, LLC | 1.00% | Reduce -2.0% | 513,820 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 402,097 | $11.5M |
| Bank of America Corp. | 0.00% | Add +0.9% | 364,429 | $10.4M |
| Penserra Capital Management LLC | 0.09% | Add +10.2% | 267,683 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 265,131 | $7.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.1% | 233,889 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.2% | 205,505 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 204,992 | $5.9M |
| Shaker Financial Services, LLC | 1.84% | Add +69.1% | 203,750 | $5.8M |
| Advisors Asset Management, Inc. | 0.09% | Add +13.5% | 195,036 | $5.6M |
| Cypress Capital Management LLC (WY) | 4.49% | Add +0.5% | 162,599 | $4.6M |
| Arete Wealth Advisors, LLC | 0.25% | Add +2.1% | 128,348 | $3.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -16.0% | 93,250 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +5.5% | 91,531 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 75,820 | $2.2M |
| Lanark Financial, Inc. | 0.14% | Add +3.6% | 66,507 | $1.9M |
| Moneco Advisors, LLC | 0.14% | Reduce -3.5% | 61,976 | $1.8M |
| Ionic Capital Management LLC | 2.05% | Reduce -10.6% | 61,842 | $1.8M |
| PMG Family Office LLC | 1.97% | Add +0.0% | 59,809 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +3.4% | 51,336 | $1.5M |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.5% | 48,119 | $1.4M |
| Schnieders Capital Management, Llc. | 0.21% | Reduce -1.2% | 47,715 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.0% | 47,702 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +6.6% | 44,973 | $1.3M |
| High Point Wealth Management, LLC | 1.08% | — | 39,613 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -0.9% | 36,435 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 31,672 | $903K |
| Arkadios Wealth Advisors | 0.02% | Add +19.9% | 31,517 | $899K |
| &partners | 0.00% | Add +6.3% | 31,400 | $897K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.3% | 30,348 | $866K |
| Readystate Asset Management LP | 0.07% | New | 30,295 | $864K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 29,864 | $852K |
| Wolverine Asset Management LLC | 0.05% | Add +630.4% | 29,265 | $835K |
| HUB Investment Partners, LLC | 0.02% | New | 28,153 | $803K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 26,913 | $768K |
| PFG Investments, LLC | 0.03% | Add +230.4% | 25,925 | $739K |
| Huntleigh Advisors, Inc. | 0.11% | Add +8.9% | 22,134 | $631K |
| Alteri Wealth LLC | 0.19% | Add +2.4% | 20,759 | $592K |
| Mutual Advisors, LLC | 0.01% | Add +1.4% | 18,616 | $531K |
| Jane Street Group, LLC | 0.00% | New | 18,089 | $516K |
| Advisory Advocates, LLC | 0.51% | — | 17,902 | $511K |
| Moors & Cabot, Inc. | 0.02% | Add +2.2% | 17,636 | $503K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $499K |
| Focus Partners Wealth | 0.00% | Add +1.5% | 17,486 | $499K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.5% | 17,177 | $490K |
| Avory & Company, LLC | 0.31% | No change | 17,157 | $489K |
| Sapient Capital LLC | 0.01% | Reduce -15.0% | 16,978 | $486K |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 16,683 | $476K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +104.5% | 15,670 | $447K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +2.2% | 14,099 | $402K |
| Captrust Financial Advisors | 0.00% | Reduce -8.3% | 14,080 | $402K |
| Wedbush Securities Inc. | 0.01% | Add +1.7% | 14,049 | $401K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.9% | 13,957 | $398K |
| Aviance Capital Partners, LLC | 0.05% | Add +2.4% | 13,897 | $396K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.2% | 13,782 | $393K |
| International Assets Investment Management, LLC | 0.03% | Add +1.8% | 13,652 | $389K |
| Goldman Sachs Group Inc. | 0.00% | Add +21.7% | 13,490 | $385K |
| Diversify Advisory Services, LLC | 0.01% | Add +11.0% | 13,165 | $372K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 12,876 | $367K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.5% | 12,818 | $366K |
| Diversified Enterprises, LLC | 0.02% | Add +1.4% | 12,694 | $362K |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 11,867 | $338K |
| Comerica Bank | 0.00% | Add +0.2% | 11,561 | $330K |
| MGB Wealth Management, LLC | 0.09% | No change | 11,000 | $314K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.7% | 10,921 | $311K |
| Mariner, LLC | 0.00% | Reduce -1.5% | 10,845 | $309K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 10,685 | $305K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,626 | $303K |
| Creative Planning | 0.00% | Add +22.7% | 10,339 | $295K |
| Chancellor Financial Group WB LP | 0.20% | New | 10,208 | $291K |
| Register Financial Advisors LLC | 0.11% | No change | 10,115 | $288K |
| Merit Financial Group, LLC | 0.00% | Add +0.8% | 10,086 | $288K |
| Bay Capital Advisors, LLC | 0.17% | No change | 10,003 | $285K |
| Summit Financial, LLC | 0.00% | Reduce -7.4% | 9,772 | $279K |
| Decision Investments, Inc. | 0.30% | — | 9,699 | $277K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.9% | 9,545 | $272K |
| Jacobi Capital Management LLC | 0.02% | Reduce -0.9% | 9,510 | $271K |
| WealthTrust Asset Management, LLC | 0.19% | Reduce -8.4% | 9,503 | $271K |
| Maridea Wealth Management LLC | 0.04% | New | 9,351 | $267K |
| MML Investors Services, LLC | 0.00% | New | 9,349 | $267K |
| Equitable Holdings, Inc. | 0.00% | Add +5.6% | 8,538 | $244K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $241K |
| Cwm, LLC | 0.00% | No change | 8,401 | $240K |
| TriaGen Wealth Management LLC | 0.06% | Reduce -26.4% | 8,060 | $230K |
| GWN Securities Inc. | 0.05% | Reduce -15.0% | 7,887 | $225K |
| Formidable Asset Management, LLC | 0.03% | Reduce -20.6% | 8,100 | $222K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.4% | 7,790 | $222K |
| Compound Planning, Inc. | 0.01% | Add +2.2% | 7,702 | $220K |
| Cypress Wealth Services, LLC | 0.03% | Add +2.4% | 7,619 | $217K |
| Griffin Asset Management, Inc. | 0.02% | No change | 7,440 | $212K |
| Aurora Private Wealth, Inc. | 0.14% | — | 7,369 | $210K |
| WealthShield Partners, LLC | 0.02% | Reduce -2.3% | 7,279 | $208K |
| Boston Family Office LLC | 0.01% | New | 7,152 | $204K |
| Wilkins Investment Counsel Inc. | 0.03% | New | 7,146 | $204K |
| Millennium Management | 0.00% | New | 7,035 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 5,763 | $164K |
| Allworth Financial LP | 0.00% | No change | 5,182 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +153.5% | 4,614 | $132K |
| Caitlin John, LLC | 0.08% | Reduce -26.6% | 4,283 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,101 | $117K |
| Global Retirement Partners, LLC | 0.00% | Add +47.0% | 3,366 | $96K |
| Trust Co. of Vermont | 0.00% | No change | 3,349 | $96K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.3% | 2,976 | $85K |
| ORG Partners LLC | 0.01% | No change | 2,818 | $80K |
| Capital Analysts, LLC | 0.00% | Reduce -50.0% | 2,702 | $77K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,564 | $73K |
| Eastern Bank | 0.00% | No change | 2,293 | $65K |
| Bell Investment Advisors, Inc | 0.01% | No change | 2,219 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +527.0% | 1,881 | $54K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,834 | $52K |
| Westfuller Advisors, LLC | 0.02% | Add +4.0% | 1,675 | $48K |
| Key Financial Inc | 0.01% | No change | 1,104 | $31K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $29K |
| US Bancorp \de | 0.00% | Reduce -64.1% | 930 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +148.2% | 670 | $19K |
| CoreFirst Bank & Trust | 0.01% | No change | 658 | $19K |
| Bokf, NA | 0.00% | No change | 658 | $19K |
| Hollencrest Capital Management | 0.00% | Add +4.0% | 522 | $15K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 500 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 491 | $14K |
| Vision Financial Markets LLC | 0.01% | Add +3.8% | 435 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 375 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 368 | $10K |
| JPMorgan Chase & Co. | 0.00% | New | 363 | $10K |
| Spire Wealth Management | 0.00% | No change | 352 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 291 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 260 | $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 +2.3% | 221 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 213 | $6K |
| Quattro Advisors LLC | 0.00% | — | 213 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -16.3% | 211 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| Arax Advisory Partners | 0.00% | No change | 198 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $4K |
| UMB Bank, n.a. | 0.00% | New | 136 | $4K |
| Smithfield Trust Co | 0.00% | New | 37 | $1K |
"% 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.