Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q1 2026 (March 31)227holders +167
65new positions
4sold out
$16.07avg. 13F price*
At the end of Q1 2026, 227 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, up 167 from Q4 2025. 65 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($196.5M), Wells Fargo & Company ($42.2M) and LPL Financial LLC ($31.7M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $55.4M |
| Exits | 4 | $308K |
All 13F filers, Q4 2025 → Q1 2026: 12,593,406 shares bought and 120,891 shares sold, net +12,472,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Morgan Stanley | 0.01% | Add +18.2% | 12,227,809 | $196.5M |
| Wells Fargo & Company | 0.01% | Add +23.1% | 2,626,954 | $42.2M |
| LPL Financial LLC | 0.01% | Add +9.5% | 1,974,296 | $31.7M |
| Invesco Ltd. | 0.00% | Add +24.6% | 1,946,994 | $31.3M |
| UBS Group AG | 0.01% | Add +18.3% | 1,884,150 | $30.3M |
| Raymond James Financial Inc. | 0.01% | Add +49.3% | 1,836,213 | $29.5M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +75.0% | 1,621,647 | $26.1M |
| Saba Capital Management, L.P. | 0.80% | New | 1,537,423 | $24.7M |
| Bank of America Corp. | 0.00% | Add +65.7% | 1,326,539 | $21.3M |
| Advisors Asset Management, Inc. | 0.32% | Add +3.5% | 1,194,048 | $19.2M |
| Guggenheim Capital LLC | 0.13% | Add +55.2% | 1,049,466 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.1% | 593,941 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.5% | 592,916 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Add +11.5% | 590,763 | $9.5M |
| Wolverine Asset Management LLC | 0.47% | Add +2226.9% | 549,588 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +14.4% | 528,707 | $8.5M |
| Absolute Investment Advisers, LLC | 0.81% | Add +811.5% | 430,433 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +28.9% | 430,893 | $6.9M |
| Shaker Financial Services, LLC | 2.28% | Add +298.6% | 407,322 | $6.5M |
| Twelve Points Wealth Management LLC | 1.15% | Add +5.7% | 325,501 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +18.2% | 324,292 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +18.0% | 287,314 | $4.6M |
| Capital Investment Advisors, LLC | 0.07% | New | 285,535 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +49.7% | 262,227 | $4.2M |
| Independent Advisor Alliance | 0.04% | New | 247,485 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +66.3% | 246,272 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.3% | 245,116 | $3.9M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +29.0% | 210,579 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +183.8% | 209,707 | $3.4M |
| &partners | 0.02% | Add +23.2% | 208,680 | $3.4M |
| Moneco Advisors, LLC | 0.25% | Reduce -1.9% | 203,365 | $3.3M |
| Quarry LP | 0.67% | Add +1947.1% | 201,584 | $3.2M |
| Sage Capital Management, LLC | 1.49% | Reduce -1.9% | 197,501 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +69.5% | 181,127 | $2.9M |
| Shulman DeMeo Asset Management LLC | 0.54% | Add +25.6% | 157,720 | $2.5M |
| Altium Capital Management LLC | 6.02% | New | 157,395 | $2.5M |
| Thomas J. Herzfeld Advisors, Inc. | 0.81% | New | 149,092 | $2.4M |
| Two Sigma Investments, LP | 0.00% | No change | 141,506 | $2.3M |
| Advisory Advocates, LLC | 2.24% | Add +162.5% | 136,490 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +75.2% | 135,662 | $2.2M |
| Ionic Capital Management LLC | 2.12% | Add +263.8% | 130,987 | $2.1M |
| Fortem Financial Group, LLC | 0.53% | Add +83.9% | 130,912 | $2.1M |
| Bulldog Investors, LLP | 0.45% | New | 125,415 | $2.0M |
| 1607 Capital Partners, LLC | 0.14% | Add +726.1% | 118,391 | $1.9M |
| Lighthouse Financial Services Inc. | 0.43% | Reduce -2.4% | 109,192 | $1.9M |
| PMG Family Office LLC | 2.02% | Add +46.6% | 111,427 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -6.2% | 108,914 | $1.8M |
| Rivernorth Capital Management, LLC | 0.08% | New | 99,335 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +11.1% | 98,953 | $1.6M |
| TPG Advisors LLC | 0.99% | Reduce -3.8% | 98,917 | $1.6M |
| Cypress Capital Management LLC (WY) | 1.44% | New | 94,482 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +193.4% | 92,005 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +144.8% | 91,536 | $1.5M |
| Richmond Investment Services, LLC | 0.23% | Reduce -6.4% | 89,052 | $1.4M |
| Almitas Capital LLC | 0.32% | Add +921.5% | 88,552 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +350.3% | 85,582 | $1.4M |
| Forteris Wealth Management Inc. | 1.31% | Add +131.4% | 85,297 | $1.4M |
| Blue Bell Private Wealth Management, LLC | 0.19% | Add +348.2% | 80,204 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | New | 74,952 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.1% | 74,395 | $1.2M |
| Ashton Thomas Securities, LLC | 0.14% | New | 68,250 | $1.1M |
| Islay Capital Management, LLC | 0.55% | Reduce -11.4% | 66,611 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.9% | 66,309 | $1.1M |
| Tyche Wealth Partners LLC | 0.16% | Add +0.2% | 64,783 | $1.0M |
| Allworth Financial LP | 0.00% | Add +23.4% | 63,048 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +13.6% | 60,930 | $979K |
| High Point Wealth Management, LLC | 0.95% | Add +3.7% | 60,031 | $965K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.75% | Reduce -1.1% | 57,379 | $922K |
| GatePass Capital, LLC | 0.42% | Add +36.0% | 52,563 | $845K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.0% | 52,163 | $838K |
| Logan Stone Capital, LLC | 0.23% | Reduce -14.8% | 51,308 | $825K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +118.0% | 51,232 | $823K |
| Sims Investment Management, LLC | 0.30% | No change | 50,462 | $811K |
| Susquehanna International Group, LLP | 0.00% | New | 50,384 | $810K |
| Leo Wealth, LLC | 0.06% | Add +69.6% | 49,854 | $801K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 49,651 | $798K |
| Compound Planning, Inc. | 0.02% | Reduce -38.3% | 49,590 | $797K |
| Pathstone Holdings, LLC | 0.00% | Add +223.8% | 47,702 | $767K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.6% | 46,544 | $748K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 45,572 | $732K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 45,100 | $725K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +148.6% | 44,639 | $717K |
| Baird Financial Group, Inc. | 0.00% | Add +64.7% | 43,841 | $705K |
| Alteri Wealth LLC | 0.22% | Add +2.0% | 42,941 | $690K |
| International Assets Investment Management, LLC | 0.05% | Reduce -3.2% | 42,076 | $686K |
| Venture Visionary Partners LLC | 0.02% | No change | 41,704 | $670K |
| World Investment Advisors | 0.01% | Add +80.7% | 40,816 | $656K |
| Western Wealth Management, LLC | 0.02% | Add +18.4% | 40,499 | $651K |
| Choreo, LLC | 0.01% | Add +248.1% | 40,321 | $648K |
| Diversify Wealth Management, LLC | 0.01% | New | 37,084 | $645K |
| Patten Group, Inc. | 0.11% | Reduce -29.2% | 39,918 | $641K |
| UMB Bank, n.a. | 0.01% | Reduce -8.5% | 39,827 | $640K |
| IFP Advisors, Inc | 0.01% | Add +31.7% | 38,104 | $612K |
| Farther Finance Advisors, LLC | 0.01% | Add +513.7% | 36,321 | $592K |
| Lanark Financial, Inc. | 0.04% | Add +51.7% | 36,787 | $591K |
| Wedbush Securities Inc. | 0.02% | Add +252.3% | 36,510 | $587K |
| Investment Partners Asset Management, Inc. | 0.36% | Add +17.9% | 36,350 | $584K |
| Spire Wealth Management | 0.02% | Add +4.1% | 36,051 | $579K |
| Summit Financial, LLC | 0.01% | Add +86.3% | 35,965 | $579K |
| Focused Wealth Management, Inc | 0.06% | Reduce -0.8% | 35,071 | $564K |
"% 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.