Who owns Nuveen Nasdaq 100 Dynamic Overwrite Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QQQX from SEC Form 13F filings across 152 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 152 institutions disclosed 13.1M shares of Nuveen Nasdaq 100 Dynamic Overwrite Fund worth $396.1M — about 26.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
152
13F holders
$396.1M
value, 2026 filers
26.9%
of shares outstanding (13.1M sh)
30
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of QQQX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.9M | $56.6M | 0.0% | 3.8% | -3.5% |
| 2 | Karpus Management, Inc. | 1.4M | $42.0M | 1.2% | 2.9% | -14.9% |
| 3 | WELLS FARGO & COMPANY/MN | 1.2M | $36.8M | 0.0% | 2.5% | -2.2% |
| 4 | UBS Group AG | 742,278 | $22.4M | 0.0% | 1.5% | +2.0% |
| 5 | LPL Financial LLC | 740,519 | $22.3M | 0.0% | 1.5% | +16.3% |
| 6 | Allspring Global Investments Holdings, LLC | 738,826 | $22.3M | 0.0% | 1.5% | +23.4% |
| 7 | ROYAL BANK OF CANADA | 735,304 | $22.2M | 0.0% | 1.5% | -1.4% |
| 8 | GUGGENHEIM CAPITAL LLC | 647,564 | $19.5M | 0.1% | 1.3% | +13.9% |
| 9 | Invesco Ltd. | 613,256 | $18.5M | 0.0% | 1.3% | -21.3% |
| 10 | RAYMOND JAMES FINANCIAL INC | 425,446 | $12.8M | 0.0% | 0.9% | +1.5% |
| 11 | BANK OF AMERICA CORP /DE/ | 343,339 | $10.3M | 0.0% | 0.7% | -8.6% |
| 12 | HighTower Advisors, LLC | 261,637 | $7.9M | 0.0% | 0.5% | -0.7% |
| 13 | Advisors Asset Management, Inc. | 261,137 | $7.9M | 0.1% | 0.5% | +7.1% |
| 14 | 1607 Capital Partners, LLC | 245,130 | $7.4M | 0.6% | 0.5% | -27.0% |
| 15 | Janney Montgomery Scott LLC | 236,913 | $7.1M | 0.0% | 0.5% | +0.5% |
| 16 | OSAIC HOLDINGS, INC. | 214,358 | $6.5M | 0.0% | 0.4% | +0.7% |
| 17 | Cypress Capital Management LLC (WY) | 192,683 | $5.9M | 5.0% | 0.4% | +8.3% |
| 18 | AMERIPRISE FINANCIAL INC | 173,377 | $5.2M | 0.0% | 0.4% | -8.5% |
| 19 | D.A. DAVIDSON & CO. | 107,359 | $3.2M | 0.0% | 0.2% | +6.6% |
| 20 | Advisor OS, LLC | 72,477 | $2.2M | 0.1% | 0.1% | -43.1% |
| 21 | Huntleigh Advisors, Inc. | 62,716 | $1.9M | 0.3% | 0.1% | +172.1% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 61,181 | $1.8M | 0.0% | 0.1% | -6.6% |
| 23 | PMG Family Office LLC | 60,839 | $1.9M | 1.7% | 0.1% | +1.0% |
| 24 | Cetera Investment Advisers | 59,971 | $1.8M | 0.0% | 0.1% | +7.7% |
| 25 | MONECO ADVISORS, LLC | 59,742 | $1.8M | 0.1% | 0.1% | -1.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.