Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q3 2025 (September 30)53holders +4
5new positions
2sold out
$17.50avg. 13F price*
At the end of Q3 2025, 53 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($11.9M), UBS Group AG ($7.1M) and Raymond James Financial Inc. ($6.0M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $659K |
| Exits | 2 | $194K |
All 13F filers, Q2 2025 → Q3 2025: 290,027 shares bought and 105,892 shares sold, net +184,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Wells Fargo & Company | 0.00% | Add +22.2% | 681,700 | $11.9M |
| UBS Group AG | 0.00% | Add +2.5% | 405,266 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 345,809 | $6.0M |
| LPL Financial LLC | 0.00% | Add +24.4% | 311,705 | $5.5M |
| Invesco Ltd. | 0.00% | Add +3.0% | 309,248 | $5.4M |
| Morgan Stanley | 0.00% | Add +4.2% | 222,688 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 125,788 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +13.9% | 120,917 | $2.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -34.8% | 113,701 | $2.0M |
| Shaker Financial Services, LLC | 0.52% | Add +19.8% | 85,118 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 76,791 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 66,479 | $1.2M |
| Fortem Financial Group, LLC | 0.31% | Add +7.3% | 62,687 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.1% | 61,898 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.2% | 53,386 | $934K |
| Shulman DeMeo Asset Management LLC | 0.19% | Reduce -0.1% | 46,733 | $817K |
| PMG Family Office LLC | 0.89% | — | 44,637 | $796K |
| Tyche Wealth Partners LLC | 0.14% | Add +0.2% | 44,787 | $783K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 38,396 | $672K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 38,236 | $669K |
| IFP Advisors, Inc | 0.01% | Reduce -0.5% | 29,600 | $518K |
| GPS Wealth Strategies Group, LLC | 0.05% | No change | 26,090 | $456K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 24,585 | $430K |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 21,485 | $376K |
| Allworth Financial LP | 0.00% | Add +0.4% | 19,287 | $337K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 18,297 | $320K |
| Two Sigma Investments, LP | 0.00% | New | 15,997 | $280K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -7.6% | 15,219 | $269K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 14,402 | $252K |
| Bank of Montreal | 0.00% | Add +16.1% | 14,400 | $252K |
| 1607 Capital Partners, LLC | 0.02% | Reduce -58.5% | 14,331 | $251K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 13,625 | $238K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.7% | 12,592 | $220K |
| Prospera Financial Services Inc | 0.00% | Reduce -13.9% | 12,400 | $217K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,794 | $189K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,585 | $185K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,011 | $175K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 5,805 | $102K |
| Principal Securities, Inc. | 0.00% | Add +17.3% | 3,755 | $66K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,643 | $46K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $35K |
| FNY Investment Advisers, LLC | 0.01% | No change | 2,000 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -67.0% | 1,725 | $30K |
| Comerica Bank | 0.00% | No change | 1,000 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | New | 800 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Reduce -32.4% | 522 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 375 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 318 | $6K |
| Kentucky Trust Co | 0.00% | No change | 240 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 96 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 40 | $700 |
"% 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.