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 |
| Captrust Financial Advisors | 0.00% | Add +147.4% | 34,633 | $557K |
| Integrated Capital Management, Inc. | 0.37% | Add +47.8% | 34,434 | $553K |
| Sanctuary Advisors, LLC | 0.00% | Add +26.4% | 32,937 | $529K |
| World Equity Group, Inc. | 0.14% | Add +16.7% | 32,861 | $528K |
| Decision Investments, Inc. | 0.60% | Add +33.7% | 32,747 | $526K |
| Pflug Koory, LLC | 0.24% | No change | 32,688 | $525K |
| Closed-End Fund Advisors, Inc. | 0.53% | Add +270.6% | 32,232 | $518K |
| Hilltop Holdings Inc. | 0.05% | Add +13.7% | 31,874 | $512K |
| Quantedge Capital Pte Ltd | 0.27% | Add +161.9% | 30,576 | $491K |
| Waverly Advisors, LLC | 0.00% | New | 29,685 | $477K |
| Commons Capital, LLC | 0.40% | Add +81.7% | 29,548 | $475K |
| Marco Investment Management LLC | 0.03% | No change | 28,801 | $463K |
| Schnieders Capital Management, Llc. | 0.07% | New | 28,336 | $455K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | No change | 26,871 | $432K |
| Calamos Advisors LLC | 0.00% | New | 25,980 | $417K |
| Institute for Wealth Management, LLC. | 0.04% | New | 25,753 | $414K |
| Pointe Capital Management LLC | 0.19% | Add +104.4% | 24,307 | $391K |
| Creative Planning | 0.00% | Add +82.5% | 23,963 | $385K |
| Instrumental Wealth, LLC | 0.22% | No change | 22,531 | $362K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 20,157 | $324K |
| Lido Advisors, LLC | 0.00% | New | 20,092 | $323K |
| StoneX Group Inc. | 0.02% | Add +32.9% | 19,171 | $313K |
| Mariner, LLC | 0.00% | Add +11.0% | 19,453 | $313K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +62.5% | 19,246 | $309K |
| XTX Topco Ltd | 0.01% | New | 18,995 | $305K |
| Jane Street Group, LLC | 0.00% | Add +37.3% | 18,779 | $302K |
| Palogic Value Management, L.P. | 0.13% | No change | 17,944 | $288K |
| CoreCap Advisors, LLC | 0.01% | No change | 17,267 | $277K |
| Kovack Advisors, Inc. | 0.01% | Add +12.9% | 16,386 | $267K |
| Wealth Effects LLC | 0.09% | New | 16,426 | $264K |
| Armor Investment Advisors, LLC | 0.09% | Reduce -1.1% | 16,343 | $263K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +19.6% | 16,295 | $262K |
| Maltin Wealth Management, Inc. | 0.10% | No change | 16,102 | $259K |
| PKS Advisory Services, LLC | 0.06% | New | 15,637 | $251K |
| Procyon Advisors, LLC | 0.01% | New | 15,609 | $251K |
| Aviance Capital Partners, LLC | 0.03% | Add +21.4% | 15,511 | $249K |
| Triumph Capital Management | 0.05% | New | 15,215 | $245K |
| Apriem Advisors | 0.02% | No change | 15,087 | $242K |
| Bay Capital Advisors, LLC | 0.15% | Add +11.4% | 14,929 | $240K |
| Kingsview Wealth Management, LLC | 0.00% | New | 14,907 | $240K |
| CSS LLC | 0.04% | New | 14,886 | $239K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | New | 14,845 | $239K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +23.3% | 14,417 | $232K |
| Northeast Planning Associates, Inc. / NH / | 0.16% | New | 14,388 | $231K |
| Uhlmann Price Securities, LLC | 0.02% | New | 14,207 | $228K |
| Blue Trust, Inc. | 0.00% | Add +79.5% | 14,058 | $226K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,045 | $226K |
| Harbour Investments, Inc. | 0.00% | Add +100.8% | 13,954 | $224K |
| Aptus Capital Advisors, LLC | 0.00% | Add +31.8% | 13,953 | $224K |
| Pinnacle Associates Ltd. | 0.00% | New | 13,889 | $223K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 13,832 | $222K |
| Merit Financial Group, LLC | 0.00% | New | 13,820 | $222K |
| Apella Capital, LLC | 0.00% | No change | 12,624 | $220K |
| Bank of Montreal | 0.00% | No change | 13,496 | $217K |
| Commerce Bank | 0.00% | No change | 13,283 | $213K |
| Corient Private Wealth LP | 0.00% | New | 12,493 | $204K |
| Kapstone Financial Advisors LLC | 0.10% | New | 12,605 | $203K |
| Vista Investment Partners Ii, LLC | 0.09% | New | 12,341 | $198K |
| Encompass Wealth Advisors, LLC | 0.07% | No change | 11,929 | $192K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | No change | 11,560 | $186K |
| TrueMark Investments, LLC | 0.04% | New | 11,381 | $183K |
| NWF Advisory Services Inc. | 0.02% | New | 11,216 | $180K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -4.6% | 10,594 | $170K |
| Centurion Wealth Management LLC | 0.04% | No change | 10,343 | $166K |
| Independent Financial Group, LLC | 0.00% | New | 10,116 | $163K |
| Axiom Investment Management LLC | 0.12% | — | 10,069 | $162K |
| Cwm, LLC | 0.00% | Add +4.9% | 8,588 | $138K |
| Hollencrest Capital Management | 0.00% | No change | 7,228 | $116K |
| PFS Partners, LLC | 0.05% | New | 7,000 | $112K |
| Cornerstone Financial Management LLC | 0.10% | No change | 6,717 | $108K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 6,376 | $102K |
| Eastern Bank | 0.00% | Add +242.7% | 6,331 | $102K |
| Larson Financial Group LLC | 0.00% | New | 5,341 | $86K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +194.5% | 5,015 | $81K |
| Smallwood Wealth Investment Management, LLC | 0.04% | Add +15.4% | 4,599 | $74K |
| Bayban | 0.06% | No change | 4,198 | $67K |
| US Bancorp \de | 0.00% | No change | 4,198 | $67K |
| Arax Advisory Partners | 0.00% | Add +70.2% | 4,067 | $65K |
| Advisory Services Network, LLC | 0.00% | New | 3,878 | $62K |
| TD Private Client Wealth LLC | 0.00% | New | 3,151 | $51K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 3,036 | $49K |
| Citigroup Inc. | 0.00% | No change | 2,896 | $47K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -0.1% | 2,852 | $46K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | New | 2,525 | $41K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 2,518 | $40K |
| Signaturefd, LLC | 0.00% | No change | 2,108 | $34K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $32K |
| FNY Investment Advisers, LLC | 0.01% | New | 2,000 | $32K |
| Sunbelt Securities, Inc. | 0.00% | New | 1,780 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,773 | $28K |
| Kilter Group LLC | 0.01% | Add +99.5% | 1,634 | $26K |
| Crews Bank & Trust | 0.00% | New | 1,550 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 1,511 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +236.1% | 1,423 | $23K |
| WPG Advisers, LLC | 0.02% | Add +198.3% | 1,408 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 1,142 | $18K |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $16K |
| Assetmark, Inc. | 0.00% | New | 840 | $13K |
| Gables Capital Management Inc. | 0.01% | New | 840 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -68.6% | 677 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -0.2% | 581 | $9K |
| Costello Asset Management, INC | 0.00% | Add +556.0% | 551 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 532 | $9K |
| Imprint Wealth LLC | 0.04% | Reduce -0.2% | 528 | $8K |
| Key Financial Inc | 0.00% | Add +1405.8% | 468 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 434 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.1% | 390 | $6K |
| McIlrath & Eck, LLC | 0.00% | New | 328 | $5K |
| GoalVest Advisory LLC | 0.00% | New | 301 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 215 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -0.2% | 213 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 212 | $3K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -0.5% | 209 | $3K |
| Ancora Advisors LLC | 0.00% | New | 200 | $3K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -0.3% | 191 | $3K |
| MAI Capital Management | 0.00% | New | 178 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 173 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -73.4% | 172 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 150 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 145 | $2K |
| Abound Wealth Management | 0.00% | New | 126 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -0.6% | 96 | $2K |
| SHP Wealth Management | 0.00% | Add +0.7% | 93 | $1K |
| Evolution Wealth Management Inc. | 0.00% | Add +0.5% | 92 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 70 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 17 | $269 |
| CENTRAL TRUST Co | 0.00% | New | 1,780 | $0 |
"% 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.