Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q4 2025 (December 31)60holders +7
14new positions
9sold out
$18.04avg. 13F price*
At the end of Q4 2025, 60 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, up 7 from Q3 2025. 14 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($12.6M), UBS Group AG ($7.0M) and LPL Financial LLC ($6.4M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.7M |
| Exits | 9 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 365,491 shares bought and 187,183 shares sold, net +178,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Wells Fargo & Company | 0.00% | Add +2.8% | 700,770 | $12.6M |
| UBS Group AG | 0.00% | Reduce -3.9% | 389,300 | $7.0M |
| LPL Financial LLC | 0.00% | Add +14.4% | 356,669 | $6.4M |
| Invesco Ltd. | 0.00% | Add +12.6% | 348,156 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 347,146 | $6.3M |
| Morgan Stanley | 0.00% | Add +3.6% | 230,724 | $4.2M |
| Guggenheim Capital LLC | 0.02% | Add +62.8% | 185,128 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +24.5% | 150,499 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.2% | 112,979 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 74,630 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +11.7% | 74,224 | $1.3M |
| Fortem Financial Group, LLC | 0.34% | Add +13.6% | 71,181 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -10.8% | 55,218 | $996K |
| DAVENPORT & Co LLC | 0.01% | No change | 53,386 | $963K |
| Shulman DeMeo Asset Management LLC | 0.19% | Reduce -1.3% | 46,128 | $832K |
| Tyche Wealth Partners LLC | 0.13% | Add +0.5% | 45,004 | $812K |
| PMG Family Office LLC | 0.94% | Add +0.5% | 44,877 | $810K |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 40,352 | $728K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 37,967 | $685K |
| Western Wealth Management, LLC | 0.03% | Add +137.6% | 34,213 | $617K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.0% | 31,356 | $566K |
| IFP Advisors, Inc | 0.01% | Reduce -2.2% | 28,940 | $522K |
| Two Sigma Investments, LP | 0.00% | Add +73.3% | 27,716 | $500K |
| Cetera Investment Advisers | 0.00% | Add +27.7% | 27,427 | $495K |
| High Point Wealth Management, LLC | 0.43% | — | 25,052 | $452K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 24,490 | $442K |
| Allworth Financial LP | 0.00% | Add +0.0% | 19,290 | $348K |
| Truist Financial Corp. | 0.00% | Add +0.9% | 18,459 | $333K |
| Diversify Advisory Services, LLC | 0.01% | No change | 15,219 | $274K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 14,690 | $265K |
| 1607 Capital Partners, LLC | 0.02% | No change | 14,331 | $259K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 13,625 | $246K |
| Bank of Montreal | 0.00% | Reduce -6.3% | 13,496 | $243K |
| Aviance Capital Partners, LLC | 0.03% | Add +1.4% | 12,774 | $230K |
| Logan Stone Capital, LLC | 0.05% | New | 10,924 | $197K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 10,733 | $194K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,585 | $191K |
| Wedbush Securities Inc. | 0.01% | New | 10,363 | $187K |
| Decision Investments, Inc. | 0.20% | — | 10,270 | $185K |
| Moors & Cabot, Inc. | 0.01% | New | 10,131 | $183K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 5,753 | $104K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,890 | $70K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,643 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,500 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,725 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +393.1% | 1,568 | $28K |
| Comerica Bank | 0.00% | No change | 1,000 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $18K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 971 | $18K |
| Wolverine Asset Management LLC | 0.00% | New | 778 | $14K |
| SageView Advisory Group, LLC | 0.00% | New | 663 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 581 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +3.8% | 542 | $10K |
| Arax Advisory Partners | 0.00% | New | 500 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 375 | $7K |
| JPMorgan Chase & Co. | 0.00% | New | 268 | $5K |
| Kentucky Trust Co | 0.00% | No change | 240 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 200 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
"% 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.