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 |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 33,230 | $619K |
| Turner Financial Group, Inc. | 0.61% | — | 32,791 | $611K |
| World Investment Advisors | 0.01% | Reduce -11.9% | 35,955 | $611K |
| Pflug Koory, LLC | 0.24% | No change | 32,688 | $609K |
| Decision Investments, Inc. | 0.55% | Reduce -0.6% | 32,547 | $607K |
| Closed-End Fund Advisors, Inc. | 0.54% | Reduce -8.1% | 29,629 | $552K |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 30,011 | $547K |
| Commons Capital, LLC | 0.38% | Reduce -1.6% | 29,091 | $542K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.4% | 28,960 | $540K |
| Hilltop Holdings Inc. | 0.04% | Reduce -9.2% | 28,937 | $539K |
| Marco Investment Management LLC | 0.04% | Reduce -0.0% | 28,799 | $537K |
| Schnieders Capital Management, Llc. | 0.07% | Reduce -0.8% | 28,110 | $524K |
| Mgo One Seven LLC | 0.01% | New | 27,942 | $521K |
| Formidable Asset Management, LLC | 0.08% | New | 31,796 | $511K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.9% | 27,374 | $510K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.0% | 25,742 | $480K |
| Mariner, LLC | 0.00% | Add +31.9% | 25,648 | $478K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -50.3% | 25,466 | $475K |
| HRT Financial LP | 0.00% | New | 24,278 | $452K |
| Kovack Advisors, Inc. | 0.02% | Add +46.8% | 24,062 | $449K |
| Pointe Capital Management LLC | 0.20% | Reduce -2.3% | 23,747 | $443K |
| Instrumental Wealth, LLC | 0.21% | Reduce -0.0% | 22,529 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Add +48.1% | 20,808 | $388K |
| Creative Planning | 0.00% | Reduce -13.2% | 20,802 | $388K |
| Lido Advisors, LLC | 0.00% | Reduce -0.0% | 20,088 | $383K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.6% | 19,830 | $370K |
| Bank of Montreal | 0.00% | Add +46.4% | 19,764 | $368K |
| CoreCap Advisors, LLC | 0.01% | Add +7.4% | 18,549 | $346K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -3.7% | 18,528 | $345K |
| Integrated Capital Management, Inc. | 0.24% | Reduce -46.3% | 18,500 | $345K |
| Palogic Value Management, L.P. | 0.12% | Reduce -0.0% | 17,939 | $334K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +7.4% | 17,495 | $326K |
| Uhlmann Price Securities, LLC | 0.01% | Add +19.3% | 16,944 | $316K |
| StoneX Group Inc. | 0.01% | Reduce -16.1% | 16,084 | $307K |
| Wealth Effects LLC | 0.08% | No change | 16,426 | $306K |
| Virtu Financial LLC | 0.01% | New | 16,289 | $304K |
| Quantedge Capital Pte Ltd | 0.23% | Reduce -47.4% | 16,076 | $300K |
| Armor Investment Advisors, LLC | 0.09% | Reduce -4.2% | 15,650 | $292K |
| Procyon Advisors, LLC | 0.01% | No change | 15,609 | $291K |
| Triumph Capital Management | 0.05% | No change | 15,215 | $284K |
| Maltin Wealth Management, Inc. | 0.09% | Reduce -6.2% | 15,102 | $282K |
| Apriem Advisors | 0.02% | Reduce -0.0% | 15,083 | $281K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | Reduce -0.0% | 14,842 | $277K |
| Pathstone Holdings, LLC | 0.00% | Reduce -69.1% | 14,725 | $274K |
| Northeast Planning Associates, Inc. / NH / | 0.20% | No change | 14,388 | $268K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.3% | 14,372 | $268K |
| Commerce Bank | 0.00% | Add +7.5% | 14,282 | $266K |
| Harbour Investments, Inc. | 0.00% | No change | 13,954 | $260K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 13,953 | $260K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -10.2% | 13,931 | $260K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.0% | 13,883 | $259K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.8% | 13,713 | $256K |
| Wealth Preservation Advisors, LLC | 0.15% | New | 13,693 | $255K |
| Allied Private Wealth LLC | 0.16% | — | 13,717 | $254K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -11.2% | 13,233 | $247K |
| CSS LLC | 0.03% | Reduce -12.1% | 13,086 | $244K |
| PKS Advisory Services, LLC | 0.04% | Reduce -16.9% | 12,992 | $242K |
| Kapstone Financial Advisors LLC | 0.10% | Reduce -0.0% | 12,601 | $235K |
| Apella Capital, LLC | 0.00% | No change | 12,624 | $234K |
| Vista Investment Partners Ii, LLC | 0.09% | Reduce -0.0% | 12,339 | $230K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -10.8% | 12,332 | $230K |
| Global Retirement Partners, LLC | 0.00% | — | 12,046 | $225K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | No change | 11,560 | $220K |
| Founders Financial Alliance, LLC | 0.03% | Add +11.0% | 11,755 | $219K |
| Axiom Investment Management LLC | 0.14% | Add +12.3% | 11,306 | $211K |
| NWF Advisory Services Inc. | 0.02% | No change | 11,216 | $209K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,112 | $207K |
| Transcend Capital Advisors, LLC | 0.01% | New | 11,033 | $206K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -71.0% | 10,524 | $196K |
| Centurion Wealth Management LLC | 0.05% | Reduce -0.0% | 10,339 | $193K |
| Hollencrest Capital Management | 0.01% | No change | 7,228 | $135K |
| PFS Partners, LLC | 0.05% | No change | 7,000 | $130K |
| Cornerstone Financial Management LLC | 0.10% | No change | 6,717 | $125K |
| Geneos Wealth Management Inc. | 0.00% | Add +3690.1% | 6,519 | $122K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 6,376 | $119K |
| Eastern Bank | 0.00% | No change | 6,331 | $118K |
| Larson Financial Group LLC | 0.00% | No change | 5,341 | $100K |
| Signaturefd, LLC | 0.00% | Add +152.3% | 5,319 | $99K |
| US Bancorp \de | 0.00% | Add +26.0% | 5,291 | $99K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -0.3% | 5,002 | $93K |
| Smallwood Wealth Investment Management, LLC | 0.04% | Add +0.3% | 4,611 | $86K |
| Private Trust Co. NA | 0.01% | New | 4,527 | $84K |
| Bayban | 0.06% | No change | 4,198 | $78K |
| Ameritas Advisory Services, LLC | 0.00% | Add +79.2% | 3,177 | $59K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Reduce -0.0% | 3,035 | $57K |
| Citigroup Inc. | 0.00% | No change | 2,896 | $54K |
| Arax Advisory Partners | 0.00% | Reduce -28.8% | 2,896 | $54K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,852 | $53K |
| IFG Advisory, LLC | 0.00% | New | 2,594 | $48K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 2,525 | $47K |
| JPMorgan Chase & Co. | 0.00% | Add +13994.1% | 2,396 | $44K |
| Buck Wealth Strategies, LLC | 0.00% | New | 2,099 | $39K |
| LifeSteps Financial, Inc. | 0.02% | New | 2,026 | $38K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $37K |
| FNY Investment Advisers, LLC | 0.01% | No change | 2,000 | $37K |
| Jones Financial Companies LLLP | 0.00% | New | 1,931 | $35K |
| CENTRAL TRUST Co | 0.00% | No change | 1,780 | $33K |
| Crews Bank & Trust | 0.00% | Reduce -0.1% | 1,548 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 1,511 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,423 | $27K |
| WPG Advisers, LLC | 0.02% | Reduce -0.1% | 1,406 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,142 | $21K |
| Gables Capital Management Inc. | 0.01% | Reduce -0.1% | 839 | $16K |
| CoreFirst Bank & Trust | 0.01% | New | 780 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -11.6% | 743 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 581 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 532 | $10K |
| Imprint Wealth LLC | 0.04% | Reduce -3.8% | 508 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | New | 503 | $9K |
| Costello Asset Management, INC | 0.00% | Reduce -8.7% | 503 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 434 | $8K |
| Compass Financial Management LLC | 0.00% | — | 419 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $7K |
| GoalVest Advisory LLC | 0.00% | No change | 301 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 293 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -0.5% | 214 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 212 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 209 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 213 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $4K |
| Lodestone Wealth Management LLC | 0.00% | No change | 191 | $4K |
| Ameliora Wealth Management Ltd. | 0.00% | New | 167 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 145 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 100 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 96 | $2K |
| SHP Wealth Management | 0.00% | No change | 93 | $2K |
| Evolution Wealth Management Inc. | 0.00% | Reduce -1.1% | 91 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 70 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 24 | $447 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.4% | 20 | $373 |
"% 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.