Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q1 2026 (March 31)136holders −11
19new positions
26sold out
1famous investor
$26.69avg. 13F price*
At the end of Q1 2026, 136 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, down 11 from Q4 2025. 19 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($51.9M), Karpus Management, Inc. ($43.7M) and Wells Fargo & Company ($33.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.6M |
| Exits | 26 | $25.6M |
All 13F filers, Q4 2025 → Q1 2026: 720,512 shares bought and 1,310,237 shares sold, net −589,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Morgan Stanley | 0.00% | Reduce -3.5% | 1,946,401 | $51.9M |
| Karpus Management, Inc. | 1.36% | Reduce -2.0% | 1,636,959 | $43.7M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 1,248,095 | $33.3M |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 779,442 | $20.8M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 745,857 | $19.9M |
| UBS Group AG | 0.00% | Add +0.1% | 727,794 | $19.4M |
| LPL Financial LLC | 0.00% | Add +8.9% | 636,887 | $17.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +7.5% | 598,826 | $16.0M |
| Guggenheim Capital LLC | 0.12% | Add +8.1% | 568,698 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 419,171 | $11.2M |
| Bank of America Corp. | 0.00% | Add +3.1% | 375,648 | $10.0M |
| 1607 Capital Partners, LLC | 0.65% | Reduce -34.6% | 335,968 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 263,418 | $7.0M |
| Advisors Asset Management, Inc. | 0.11% | Add +25.0% | 243,838 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.8% | 235,769 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.6% | 212,827 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 189,571 | $5.1M |
| Cypress Capital Management LLC (WY) | 4.62% | Add +9.4% | 177,931 | $4.9M |
| Advisor OS, LLC | 0.25% | New | 127,390 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +10.1% | 100,726 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +590.2% | 73,344 | $2.0M |
| Ionic Capital Management LLC | 1.77% | Add +6.9% | 66,113 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.6% | 65,532 | $1.7M |
| PMG Family Office LLC | 1.83% | Add +0.7% | 60,228 | $1.6M |
| Moneco Advisors, LLC | 0.13% | Reduce -2.0% | 60,746 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +9.7% | 56,321 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +23.9% | 55,703 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +14.4% | 54,584 | $1.5M |
| Schnieders Capital Management, Llc. | 0.20% | Reduce -2.5% | 46,515 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.26% | New | 45,829 | $1.2M |
| High Point Wealth Management, LLC | 1.17% | Add +12.5% | 44,553 | $1.2M |
| Dakota Wealth Management | 0.02% | Reduce -1.2% | 35,995 | $960K |
| Arkadios Wealth Advisors | 0.01% | Add +0.2% | 31,567 | $842K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 31,522 | $841K |
| &partners | 0.00% | Reduce -2.2% | 30,703 | $817K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 30,266 | $807K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 29,849 | $796K |
| PFG Investments, LLC | 0.04% | Add +9.4% | 28,375 | $757K |
| HUB Investment Partners, LLC | 0.02% | No change | 28,153 | $751K |
| Mercer Global Advisors Inc. | 0.00% | Add +62.4% | 27,895 | $744K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 26,913 | $718K |
| Advisory Advocates, LLC | 0.70% | Add +42.7% | 25,542 | $681K |
| Millennium Management | 0.00% | Add +250.9% | 24,688 | $658K |
| Susquehanna International Group, LLP | 0.00% | New | 23,169 | $618K |
| Huntleigh Advisors, Inc. | 0.11% | Add +4.2% | 23,053 | $615K |
| Envestnet Asset Management Inc. | 0.00% | Add +100.0% | 21,843 | $583K |
| Baird Financial Group, Inc. | 0.00% | New | 21,261 | $567K |
| Alteri Wealth LLC | 0.18% | No change | 20,759 | $554K |
| Lanark Financial, Inc. | 0.04% | Reduce -72.0% | 18,589 | $496K |
| Moors & Cabot, Inc. | 0.02% | Add +3.4% | 18,226 | $486K |
| Truist Financial Corp. | 0.00% | Add +9.2% | 18,224 | $486K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $467K |
| Sapient Capital LLC | 0.01% | Reduce -1.0% | 16,814 | $459K |
| Avory & Company, LLC | 0.59% | No change | 17,157 | $458K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.2% | 16,901 | $451K |
| Focus Partners Wealth | 0.00% | Reduce -4.3% | 16,737 | $446K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +19.1% | 16,408 | $438K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +22.6% | 15,786 | $421K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.0% | 15,069 | $402K |
| Tulsa Wealth Advisors, INC | 0.07% | New | 15,007 | $400K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -5.8% | 14,754 | $393K |
| Diversify Wealth Management, LLC | 0.01% | New | 13,216 | $393K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +149.0% | 14,350 | $383K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.7% | 13,415 | $372K |
| Aviance Capital Partners, LLC | 0.04% | No change | 13,897 | $371K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 13,834 | $369K |
| Mariner, LLC | 0.00% | Add +25.1% | 13,567 | $361K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.3% | 13,159 | $351K |
| Captrust Financial Advisors | 0.00% | Reduce -7.1% | 13,080 | $349K |
| Diversified Enterprises, LLC | 0.02% | No change | 12,694 | $339K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 11,841 | $316K |
| WealthTrust Asset Management, LLC | 0.19% | Add +23.1% | 11,696 | $312K |
| Fifth Third Bancorp | 0.00% | New | 11,529 | $307K |
| Creative Planning | 0.00% | Add +10.8% | 11,461 | $306K |
| MML Investors Services, LLC | 0.00% | Add +10.0% | 10,286 | $274K |
| Chancellor Financial Group WB LP | 0.19% | Reduce -0.8% | 10,123 | $270K |
| Register Financial Advisors LLC | 0.10% | No change | 10,115 | $270K |
| Summit Financial, LLC | 0.00% | Add +0.9% | 9,863 | $269K |
| Bay Capital Advisors, LLC | 0.16% | No change | 10,003 | $267K |
| Equitable Holdings, Inc. | 0.00% | Add +9.6% | 9,354 | $267K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.9% | 9,899 | $264K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 9,737 | $260K |
| Decision Investments, Inc. | 0.29% | No change | 9,699 | $259K |
| Jacobi Capital Management LLC | 0.01% | No change | 9,510 | $254K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $248K |
| WealthShield Partners, LLC | 0.03% | Add +26.3% | 9,196 | $245K |
| Pathstone Holdings, LLC | 0.00% | Add +15.5% | 8,997 | $242K |
| Cwm, LLC | 0.00% | Add +5.0% | 8,821 | $235K |
| XTX Topco Ltd | 0.00% | New | 8,633 | $230K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.6% | 8,421 | $225K |
| GWN Securities Inc. | 0.04% | No change | 7,887 | $210K |
| Aurora Private Wealth, Inc. | 0.15% | No change | 7,369 | $210K |
| Compound Planning, Inc. | 0.01% | No change | 7,702 | $205K |
| Cypress Wealth Services, LLC | 0.03% | No change | 7,619 | $203K |
| Formidable Asset Management, LLC | 0.03% | Reduce -12.3% | 7,100 | $202K |
| Main Street Group, LTD | 0.06% | New | 7,158 | $191K |
| Harbour Investments, Inc. | 0.00% | Add +23.8% | 5,714 | $152K |
| Capital Analysts, LLC | 0.00% | Add +100.0% | 5,404 | $144K |
| Allworth Financial LP | 0.00% | No change | 5,182 | $138K |
| Caitlin John, LLC | 0.07% | No change | 4,283 | $114K |
| FNY Investment Advisers, LLC | 0.04% | New | 3,800 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.2% | 3,232 | $86K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,976 | $82K |
| Axiom Investment Management LLC | 0.06% | — | 2,909 | $78K |
| Ascentis Independent Advisors | 0.01% | New | 2,708 | $72K |
| Eastern Bank | 0.00% | No change | 2,293 | $61K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -10.9% | 2,284 | $61K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -8.6% | 2,028 | $54K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,834 | $49K |
| Mather Group, Llc. | 0.00% | New | 1,262 | $34K |
| Key Financial Inc | 0.01% | No change | 1,104 | $29K |
| Abound Wealth Management | 0.01% | New | 1,022 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 1,006 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -46.8% | 1,000 | $27K |
| Financial Management Professionals, Inc. | 0.00% | New | 708 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 670 | $18K |
| CoreFirst Bank & Trust | 0.01% | No change | 658 | $18K |
| Bokf, NA | 0.00% | No change | 658 | $18K |
| BlackRock, Inc. | 0.00% | New | 600 | $16K |
| US Bancorp \de | 0.00% | Reduce -43.0% | 530 | $14K |
| Hollencrest Capital Management | 0.00% | No change | 522 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 491 | $14K |
| Vision Financial Markets LLC | 0.01% | No change | 435 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 375 | $10K |
| Spire Wealth Management | 0.00% | No change | 352 | $9K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +1.8% | 225 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 213 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -15.2% | 201 | $5K |
| Hickory Point Bank & Trust | 0.00% | New | 200 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -46.5% | 197 | $5K |
| UMB Bank, n.a. | 0.00% | No change | 136 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -40.3% | 126 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.7% | 121 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 48 | $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.