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Who owns QQQXWhat QQQX owns — n/a

Who owns Nuveen Nasdaq 100 Dynamic Overwrite Fund?

Institutional ownership of QQQX from SEC Form 13F filings across 111 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.

111

13F holders

$294.9M

value, 2026 filers

20.6%

of shares outstanding (10.1M sh)

19

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY1.9M$56.6M0.0%3.8%-3.5%
2WELLS FARGO & COMPANY/MN1.2M$36.8M0.0%2.5%-2.2%
3UBS Group AG742,278$22.4M0.0%1.5%+2.0%
4LPL Financial LLC740,519$22.3M0.0%1.5%+16.3%
5Allspring Global Investments Holdings, LLC738,826$22.3M0.0%1.5%+23.4%
6ROYAL BANK OF CANADA735,304$22.2M0.0%1.5%-1.4%
7Invesco Ltd.613,256$18.5M0.0%1.3%-21.3%
8RAYMOND JAMES FINANCIAL INC425,446$12.8M0.0%0.9%+1.5%
9BANK OF AMERICA CORP /DE/343,339$10.3M0.0%0.7%-8.6%
10HighTower Advisors, LLC261,637$7.9M0.0%0.5%-0.7%
11Janney Montgomery Scott LLC236,913$7,1410.0%0.5%+0.5%
12OSAIC HOLDINGS, INC.214,358$6.5M0.0%0.4%+0.7%
13Cypress Capital Management LLC (WY)192,683$5.9M5.0%0.4%+8.3%
14AMERIPRISE FINANCIAL INC173,377$5.2M0.0%0.4%-8.5%
15D.A. DAVIDSON & CO.107,359$3.2M0.0%0.2%+6.6%
16Advisor OS, LLC72,477$2.2M0.1%0.1%-43.1%
17Huntleigh Advisors, Inc.62,716$1.9M0.3%0.1%+172.1%
18COMMONWEALTH EQUITY SERVICES, LLC61,181$1.8M0.0%0.1%-6.6%
19Cetera Investment Advisers59,971$1.8M0.0%0.1%+7.7%
20MONECO ADVISORS, LLC59,742$1.8M0.1%0.1%-1.7%
21NewEdge Advisors, LLCNEW57,584$1.7M0.0%0.1%new
22FIRST TRUST ADVISORS LP56,020$1.7M0.0%0.1%-0.5%
23IHT Wealth Management, LLCNEW52,731$1.6M0.0%0.1%new
24AXXCESS WEALTH MANAGEMENT, LLCNEW46,420$1.4M0.0%0.1%new
25Ionic Capital Management LLC43,447$1.3M0.2%0.1%-34.3%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.