Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q2 2026 (June 30)231holders +4
22new positions
19sold out
$18.64avg. 13F price*
At the end of Q2 2026, 231 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, up 4 from Q1 2026. 22 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($232.5M), Wells Fargo & Company ($45.5M) and Saba Capital Management, L.P. ($44.1M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.5M |
| Exits | 19 | $10.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,311,539 shares bought and 2,895,432 shares sold, net +416,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Morgan Stanley | 0.01% | Add +2.0% | 12,472,863 | $232.5M |
| Wells Fargo & Company | 0.01% | Reduce -7.1% | 2,440,231 | $45.5M |
| Saba Capital Management, L.P. | 1.36% | Add +54.0% | 2,368,022 | $44.1M |
| LPL Financial LLC | 0.01% | Add +1.1% | 1,997,074 | $37.2M |
| Invesco Ltd. | 0.00% | Add +2.1% | 1,987,730 | $37.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +20.4% | 1,951,647 | $36.4M |
| UBS Group AG | 0.01% | Reduce -3.9% | 1,809,938 | $33.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.7% | 1,786,820 | $33.3M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 1,297,471 | $24.2M |
| Advisors Asset Management, Inc. | 0.35% | Add +3.3% | 1,233,884 | $23.0M |
| Guggenheim Capital LLC | 0.11% | Reduce -10.7% | 937,141 | $17.5M |
| Osaic Holdings, Inc. | 0.01% | Add +1.7% | 600,563 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.9% | 599,022 | $11.2M |
| Royal Bank of Canada | 0.00% | Reduce -14.9% | 450,007 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +34.7% | 436,736 | $8.1M |
| Absolute Investment Advisers, LLC | 0.76% | Reduce -2.0% | 421,986 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 420,868 | $7.8M |
| GatePass Capital, LLC | 2.69% | Add +603.8% | 369,950 | $6.9M |
| Twelve Points Wealth Management LLC | 1.29% | Add +6.0% | 345,118 | $6.4M |
| Almitas Capital LLC | 1.46% | Add +269.2% | 326,907 | $6.1M |
| Capital Investment Advisors, LLC | 0.07% | Add +3.8% | 296,331 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.3% | 283,510 | $5.3M |
| Shaker Financial Services, LLC | 1.56% | Reduce -36.8% | 257,328 | $5.0M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +20.7% | 254,177 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 242,536 | $4.5M |
| Cetera Investment Advisers | 0.00% | Reduce -12.5% | 229,454 | $4.3M |
| Logan Stone Capital, LLC | 0.90% | Add +345.9% | 228,792 | $4.3M |
| &partners | 0.02% | Reduce -1.5% | 205,568 | $3.8M |
| Wolverine Asset Management LLC | 0.19% | Reduce -63.2% | 202,473 | $3.8M |
| Moneco Advisors, LLC | 0.23% | Reduce -2.3% | 198,750 | $3.7M |
| Bulldog Investors, LLP | 0.77% | Add +49.6% | 187,572 | $3.5M |
| Quarry LP | 0.54% | Reduce -12.1% | 177,171 | $3.3M |
| Sage Capital Management, LLC | 1.21% | Reduce -15.7% | 166,576 | $3.1M |
| Altium Capital Management LLC | 6.18% | No change | 157,395 | $2.9M |
| 1607 Capital Partners, LLC | 0.25% | Add +31.8% | 155,989 | $2.9M |
| Shulman DeMeo Asset Management LLC | 0.53% | Reduce -3.9% | 151,552 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +76.1% | 150,694 | $2.8M |
| Two Sigma Investments, LP | 0.00% | No change | 141,506 | $2.6M |
| Landscape Capital Management, L.L.C. | 0.17% | New | 139,466 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 139,122 | $2.6M |
| Advisory Advocates, LLC | 2.15% | Reduce -1.4% | 134,599 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.5% | 134,295 | $2.5M |
| Fortem Financial Group, LLC | 0.48% | Reduce -3.8% | 125,998 | $2.3M |
| PMG Family Office LLC | 1.97% | Add +0.4% | 111,852 | $2.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -37.6% | 113,088 | $2.1M |
| Cypress Capital Management LLC (WY) | 1.77% | Add +16.8% | 110,380 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +0.7% | 109,643 | $2.0M |
| Lighthouse Financial Services Inc. | 0.43% | Reduce -0.6% | 108,498 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -50.3% | 104,219 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Add +2.9% | 101,811 | $1.9M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Add +22.9% | 98,545 | $1.8M |
| TPG Advisors LLC | 1.00% | Reduce -1.6% | 97,348 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +2.9% | 94,669 | $1.8M |
| Forteris Wealth Management Inc. | 1.38% | Add +5.9% | 90,315 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.1% | 89,622 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +7691.1% | 77,911 | $1.5M |
| Ionic Capital Management LLC | 1.53% | Reduce -41.7% | 76,369 | $1.4M |
| Islay Capital Management, LLC | 0.67% | Add +14.1% | 75,984 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -87.2% | 75,740 | $1.4M |
| Moors & Cabot, Inc. | 0.05% | Add +1.0% | 75,106 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.7% | 71,435 | $1.3M |
| Ashton Thomas Securities, LLC | 0.19% | No change | 68,250 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +33.6% | 66,356 | $1.2M |
| Patten Group, Inc. | 0.19% | Add +64.8% | 65,767 | $1.2M |
| Allworth Financial LP | 0.01% | Add +3.8% | 65,417 | $1.2M |
| Tyche Wealth Partners LLC | 0.17% | Add +0.2% | 64,905 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.5% | 61,372 | $1.1M |
| High Point Wealth Management, LLC | 0.94% | Add +0.1% | 60,120 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.72% | Reduce 0.0% | 57,377 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +15.3% | 57,198 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -6.3% | 57,118 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +27.3% | 55,824 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 52,520 | $979K |
| Puff Wealth Management, LLC | 0.97% | — | 51,264 | $956K |
| Sims Investment Management, LLC | 0.29% | No change | 50,462 | $941K |
| IMC-Chicago, LLC | 0.01% | New | 50,253 | $937K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.0% | 47,458 | $885K |
| Richmond Investment Services, LLC | 0.27% | Reduce -48.2% | 46,104 | $859K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.3% | 44,963 | $838K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -1.2% | 44,113 | $822K |
| XTX Topco Ltd | 0.01% | Add +128.5% | 43,397 | $809K |
| Alteri Wealth LLC | 0.22% | Add +0.7% | 43,258 | $806K |
| International Assets Investment Management, LLC | 0.05% | Reduce -0.1% | 42,037 | $784K |
| Venture Visionary Partners LLC | 0.02% | No change | 41,704 | $777K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 40,537 | $756K |
| UMB Bank, n.a. | 0.01% | Reduce -0.0% | 39,825 | $742K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.8% | 37,958 | $708K |
| IFP Advisors, Inc | 0.01% | Reduce -0.5% | 37,904 | $707K |
| World Equity Group, Inc. | 0.16% | Add +13.9% | 37,429 | $698K |
| Diversify Advisory Services, LLC | 0.01% | New | 37,084 | $687K |
| Diversify Wealth Management, LLC | 0.01% | No change | 37,084 | $687K |
| Calamos Advisors LLC | 0.00% | Add +41.7% | 36,822 | $686K |
| Spire Wealth Management | 0.02% | Add +1.8% | 36,682 | $684K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.8% | 36,494 | $680K |
| Investment Partners Asset Management, Inc. | 0.38% | No change | 36,350 | $678K |
| Summit Financial, LLC | 0.01% | Reduce -0.1% | 35,913 | $674K |
| Choreo, LLC | 0.01% | Reduce -13.8% | 34,753 | $663K |
| Focused Wealth Management, Inc | 0.06% | No change | 35,071 | $654K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.5% | 34,848 | $650K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.4% | 34,394 | $641K |
"% of holder's portfolio" is XSSPX's weight in each manager's 13F, not the share of Nuveen S&P 500 Dynam Overwr the manager owns.