Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q2 2026 (June 30)152holders +16
24new positions
10sold out
$30.15avg. 13F price*
At the end of Q2 2026, 152 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 16 from Q1 2026. 24 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($56.6M), Karpus Management, Inc. ($42.0M) and Wells Fargo & Company ($36.8M).
- Company
- Nuveen Nasdaq 100 DYN Overwr
- CUSIP
- 670699107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $7.5M |
| Exits | 10 | $1.5M |
All 13F filers, Q1 2026 → Q2 2026: 755,247 shares bought and 913,696 shares sold, net −158,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Morgan Stanley | 0.00% | Reduce -3.5% | 1,877,709 | $56.6M |
| Karpus Management, Inc. | 1.21% | Reduce -14.8% | 1,393,850 | $42.0M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 1,220,343 | $36.8M |
| UBS Group AG | 0.00% | Add +2.0% | 742,278 | $22.4M |
| LPL Financial LLC | 0.01% | Add +16.3% | 740,519 | $22.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +23.4% | 738,826 | $22.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 735,304 | $22.2M |
| Guggenheim Capital LLC | 0.13% | Add +13.9% | 647,564 | $19.5M |
| Invesco Ltd. | 0.00% | Reduce -21.3% | 613,256 | $18.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 425,446 | $12.8M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 343,339 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 261,637 | $7.9M |
| Advisors Asset Management, Inc. | 0.12% | Add +7.1% | 261,137 | $7.9M |
| 1607 Capital Partners, LLC | 0.64% | Reduce -27.0% | 245,130 | $7.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 236,913 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.7% | 214,358 | $6.5M |
| Cypress Capital Management LLC (WY) | 5.03% | Add +8.3% | 192,683 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 173,377 | $5.2M |
| D.A. Davidson & Co. | 0.02% | Add +6.6% | 107,359 | $3.2M |
| Advisor OS, LLC | 0.15% | Reduce -43.1% | 72,477 | $2.2M |
| Huntleigh Advisors, Inc. | 0.26% | Add +172.1% | 62,716 | $1.9M |
| PMG Family Office LLC | 1.73% | Add +1.0% | 60,839 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 61,181 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +7.7% | 59,971 | $1.8M |
| Moneco Advisors, LLC | 0.11% | Reduce -1.6% | 59,742 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +5.5% | 57,584 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 56,020 | $1.7M |
| High Point Wealth Management, LLC | 1.35% | Add +20.8% | 53,804 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | New | 52,731 | $1.6M |
| Axxcess Wealth Management, LLC | 0.02% | New | 46,420 | $1.4M |
| Schnieders Capital Management, Llc. | 0.18% | Reduce -1.1% | 46,015 | $1.4M |
| Shaker Financial Services, LLC | 0.43% | New | 45,069 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.25% | Reduce -3.6% | 44,170 | $1.3M |
| Ionic Capital Management LLC | 1.41% | Reduce -34.3% | 43,447 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +136.8% | 34,937 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.1% | 34,702 | $1.0M |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 31,690 | $955K |
| &partners | 0.00% | Add +3.2% | 31,679 | $955K |
| HUB Investment Partners, LLC | 0.02% | Add +1.7% | 28,643 | $863K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.9% | 28,395 | $856K |
| Dakota Wealth Management | 0.02% | Reduce -22.1% | 28,040 | $845K |
| Envestnet Asset Management Inc. | 0.00% | Add +22.6% | 26,774 | $807K |
| Advisory Advocates, LLC | 0.66% | Add +0.4% | 25,648 | $773K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -66.3% | 24,738 | $746K |
| Baird Financial Group, Inc. | 0.00% | Add +12.1% | 23,835 | $718K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.5% | 23,543 | $710K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.5% | 22,727 | $685K |
| Private Advisor Group, LLC | 0.00% | Reduce -26.8% | 22,164 | $668K |
| Alteri Wealth LLC | 0.17% | Add +0.1% | 20,790 | $627K |
| PFG Investments, LLC | 0.02% | Reduce -30.4% | 19,736 | $595K |
| Focus Partners Wealth | 0.00% | Add +13.1% | 18,921 | $570K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.3% | 18,268 | $551K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.3% | 18,174 | $548K |
| Sapient Capital LLC | 0.01% | No change | 16,814 | $519K |
| Avory & Company, LLC | 0.65% | No change | 17,157 | $517K |
| Goldman Sachs Group Inc. | 0.00% | Add +96.5% | 16,550 | $499K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.6% | 16,531 | $498K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.7% | 16,500 | $497K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 16,408 | $495K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.0% | 16,228 | $489K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.5% | 16,017 | $483K |
| Wedbush Securities Inc. | 0.01% | Add +21.1% | 15,941 | $480K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +14.4% | 15,826 | $477K |
| Truist Financial Corp. | 0.00% | Reduce -15.0% | 15,484 | $467K |
| Pathstone Holdings, LLC | 0.00% | Add +71.1% | 15,393 | $466K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.1% | 14,594 | $440K |
| Tulsa Wealth Advisors, INC | 0.06% | Reduce -5.0% | 14,257 | $430K |
| Lanark Financial, Inc. | 0.03% | Reduce -23.4% | 14,248 | $429K |
| Aviance Capital Partners, LLC | 0.04% | Add +1.3% | 14,080 | $424K |
| International Assets Investment Management, LLC | 0.02% | Add +1.5% | 13,615 | $413K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 13,390 | $404K |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 13,033 | $393K |
| Diversify Advisory Services, LLC | 0.01% | New | 13,146 | $387K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.5% | 13,146 | $387K |
| Diversified Enterprises, LLC | 0.02% | Add +0.3% | 12,732 | $384K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,199 | $368K |
| Chancellor Financial Group WB LP | 0.23% | Add +19.8% | 12,128 | $366K |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 11,227 | $338K |
| Mariner, LLC | 0.00% | Reduce -18.1% | 11,110 | $335K |
| Fifth Third Bancorp | 0.00% | Reduce -5.7% | 10,877 | $328K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.7% | 10,581 | $319K |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 10,498 | $316K |
| Decision Investments, Inc. | 0.28% | Add +3.8% | 10,069 | $303K |
| Equitable Holdings, Inc. | 0.00% | Add +6.3% | 9,948 | $300K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.0% | 9,895 | $298K |
| Creative Planning | 0.00% | Reduce -15.1% | 9,733 | $293K |
| Bay Capital Advisors, LLC | 0.14% | Reduce -11.4% | 8,860 | $267K |
| Summit Financial, LLC | 0.00% | Reduce -12.5% | 8,632 | $267K |
| Register Financial Advisors LLC | 0.08% | Reduce -14.8% | 8,615 | $260K |
| WealthTrust Asset Management, LLC | 0.14% | Reduce -27.7% | 8,461 | $255K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $255K |
| Jacobi Capital Management LLC | 0.01% | Reduce -13.3% | 8,244 | $248K |
| GWN Securities Inc. | 0.04% | No change | 7,887 | $238K |
| Compound Planning, Inc. | 0.01% | Add +1.3% | 7,798 | $235K |
| Cypress Wealth Services, LLC | 0.03% | Add +1.3% | 7,720 | $233K |
| Griffin Asset Management, Inc. | 0.02% | New | 7,440 | $224K |
| Aurora Private Wealth, Inc. | 0.14% | Add +0.8% | 7,430 | $224K |
| Ameritas Advisory Services, LLC | 0.00% | New | 7,403 | $223K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 7,250 | $219K |
| Procyon Advisors, LLC | 0.01% | New | 7,200 | $217K |
| Boston Family Office LLC | 0.01% | New | 7,152 | $216K |
| Main Street Group, LTD | 0.05% | No change | 7,158 | $216K |
| Wilkins Investment Counsel Inc. | 0.03% | New | 7,146 | $215K |
| Jane Street Group, LLC | 0.00% | New | 6,718 | $202K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 6,685 | $202K |
| Farther Finance Advisors, LLC | 0.00% | New | 6,067 | $183K |
| Harbour Investments, Inc. | 0.00% | No change | 5,714 | $172K |
| Capital Analysts, LLC | 0.00% | No change | 5,404 | $162K |
| Allworth Financial LP | 0.00% | No change | 5,182 | $156K |
| Caitlin John, LLC | 0.07% | Add +1.8% | 4,358 | $131K |
| FNY Investment Advisers, LLC | 0.04% | No change | 3,800 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,232 | $97K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,976 | $90K |
| Trust Co. of Vermont | 0.00% | — | 2,977 | $90K |
| Axiom Investment Management LLC | 0.05% | Reduce -6.5% | 2,720 | $82K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.5% | 2,295 | $69K |
| Eastern Bank | 0.00% | No change | 2,293 | $69K |
| Bell Investment Advisors, Inc | 0.01% | No change | 2,028 | $61K |
| Global Retirement Partners, LLC | 0.00% | — | 1,923 | $58K |
| Mather Group, Llc. | 0.00% | No change | 1,262 | $38K |
| IFP Advisors, Inc | 0.00% | New | 1,107 | $33K |
| First Bancorp, Inc | 0.01% | New | 1,025 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,000 | $30K |
| FMR LLC | 0.00% | New | 753 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.3% | 724 | $22K |
| Hollencrest Capital Management | 0.00% | Add +40.6% | 734 | $22K |
| CoreFirst Bank & Trust | 0.01% | No change | 658 | $20K |
| Bokf, NA | 0.00% | No change | 658 | $20K |
| US Bancorp \de | 0.00% | No change | 530 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 491 | $15K |
| Vision Financial Markets LLC | 0.01% | Add +4.8% | 456 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 400 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 375 | $11K |
| Spire Wealth Management | 0.00% | No change | 352 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 351 | $10K |
| Summit Securities Group LLC | 0.00% | New | 309 | $9K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -59.7% | 270 | $8K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.2% | 230 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +10.9% | 223 | $7K |
| GoalVest Advisory LLC | 0.00% | No change | 213 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| Hickory Point Bank & Trust | 0.00% | No change | 200 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 200 | $6K |
| Arax Advisory Partners | 0.00% | New | 198 | $6K |
| Montgomery Financial Services LLC | 0.01% | — | 191 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | New | 187 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 136 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 121 | $4K |
| Markowski Investments | 0.00% | — | 100 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 100 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -87.8% | 24 | $723 |
| WPG Advisers, LLC | 0.00% | Reduce -88.1% | 15 | $452 |
"% 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.