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Equibles

QQQX

Nuveen NASDAQ 100 Dynamic Overwrite Fund

Company with tickers: QQQX

CIK
1608741
CUSIP
670699107
Shares Outstanding
48,826,782
13F Activity (30d)
9 filings 8 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 137
Total Value: $354,843,202
Total Shares: 13,304,960
Showing 1–100 of 137 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 137 13F filers · Δ vs Dec 31, 2025
Top Holder
14.6%
Jun 2023 → Mar 2026 · range 11.4% – 18.8%
+0.1 pts
Top 5
47.8%
Jun 2023 → Mar 2026 · range 41.6% – 57.3%
+1.2 pts
Top 10
70.0%
Jun 2023 → Mar 2026 · range 63.7% – 75.0%
+2.5 pts
HHI
656
Jun 2023 → Mar 2026 · range 527 – 844
Broadly held+32

Quarterly Activity

vs Dec 31, 2025
New
21
Increased
46
Decreased
37
Sold Out
32
Unchanged
33
Holder count: -11
Institutional value: -10.6%
Shares held: -4.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Kestra Advisory Services, LLC +62,718 73,344
Mega LPL Financial LLC +51,982 636,887
Mid Advisors Asset Management, Inc. +48,802 243,838
Large GUGGENHEIM CAPITAL LLC +42,442 568,698
Large Allspring Global Investments Holdings, LLC +41,518 598,826

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small 1607 Capital Partners, LLC −177,852 335,968
Mega MORGAN STANLEY −71,027 1,946,401
Small NBC SECURITIES, INC. −47,918 18,589
Mid Karpus Management, Inc. −33,820 1,636,959
Mega Invesco Ltd. −33,555 779,442

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Advisor OS, LLC 127,390 $3,397,490
Small Shulman DeMeo Asset Management LLC 45,829 $1,222,259
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,169 $617,917
Large Baird Financial Group, Inc. 21,261 $567,030
Small Tulsa Wealth Advisors, INC 15,007 $400,236

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Penserra Capital Management LLC 267,683 $7,634,319
Small Shaker Financial Services, LLC 203,750 $5,810,950
Small Arete Wealth Advisors, LLC 128,349 $3,660,513
Mega TWO SIGMA INVESTMENTS, LP 93,250 $2,659,490
Mid AXXCESS WEALTH MANAGEMENT, LLC 48,119 $1,372,353
Filter: New 21 Increased 46 Reduced 37 Sold out 32 Unchanged 33
Showing 100 of 137
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $51,910,512 14.63% 1,946,401
Mid Karpus Management, Inc. $43,657,696 12.30% 1,636,959
Mega WELLS FARGO & COMPANY/MN $33,286,692 9.38% 1,248,095
Mega Invesco Ltd. $20,787,717 5.86% 779,442
Mega ROYAL BANK OF CANADA Bank $19,892,005 5.61% 745,857
Mega UBS Group AG $19,410,265 5.47% 727,794
Mega LPL Financial LLC $16,985,776 4.79% 636,887
Large Allspring Global Investments Holdings, LLC $15,970,689 4.50% 598,826
Large GUGGENHEIM CAPITAL LLC $15,167,175 4.27% 568,698
Mega RAYMOND JAMES FINANCIAL INC $11,179,289 3.15% 419,171
Mega BANK OF AMERICA CORP /DE/ Bank $10,018,532 2.82% 375,648
Small 1607 Capital Partners, LLC $8,960,266 2.53% 335,968
Large HighTower Advisors, LLC $7,025,358 1.98% 263,418
Mid Advisors Asset Management, Inc. $6,503,159 1.83% 243,838
Large Janney Montgomery Scott LLC $6,287,959 1.77% 235,769
Large OSAIC HOLDINGS, INC. $5,676,095 1.60% 212,827
Mega AMERIPRISE FINANCIAL INC $5,055,857 1.42% 189,571
Micro Cypress Capital Management LLC (WY) $4,745,419 1.34% 177,931
Small Advisor OS, LLC $3,397,490 0.96% 127,390
Mid D.A. DAVIDSON & CO. $2,686,362 0.76% 100,726
Large Kestra Advisory Services, LLC $1,956,084 0.55% 73,344
Small Ionic Capital Management LLC $1,763,233 0.50% 66,113
Large COMMONWEALTH EQUITY SERVICES, LLC $1,747,738 0.49% 65,532
Small MONECO ADVISORS, LLC $1,620,095 0.46% 60,746
Micro PMG Family Office LLC Family Office $1,606,280 0.45% 60,228
Mega FIRST TRUST ADVISORS LP $1,502,081 0.42% 56,321
Large Cetera Investment Advisers $1,485,599 0.42% 55,703
Large NewEdge Advisors, LLC $1,455,755 0.41% 54,584
Small SCHNIEDERS CAPITAL MANAGEMENT, LLC. $1,240,555 0.35% 46,515
Small Shulman DeMeo Asset Management LLC $1,222,259 0.34% 45,829
Micro High Point Wealth Management, LLC $1,188,228 0.33% 44,553
Mid Dakota Wealth Management $959,986 0.27% 35,995
Mid Arkadios Wealth Advisors $841,891 0.24% 31,567
Large Rockefeller Capital Management L.P. $840,691 0.24% 31,522
Large &PARTNERS $818,849 0.23% 30,703
Mid Private Advisor Group, LLC $807,194 0.23% 30,266
Mid Stratos Wealth Partners, LTD. $796,072 0.22% 29,849
Mid PFG Investments, LLC $756,761 0.21% 28,375
Mid HUB Investment Partners, LLC $750,840 0.21% 28,153
Large MERCER GLOBAL ADVISORS INC /ADV $743,959 0.21% 27,895
Mega PNC FINANCIAL SERVICES GROUP, INC. $717,769 0.20% 26,913
Micro Advisory Advocates, LLC $681,205 0.19% 25,542
Mega MILLENNIUM MANAGEMENT LLC $658,428 0.19% 24,688
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $617,917 0.17% 23,169
Small Huntleigh Advisors, Inc. $614,823 0.17% 23,053
Mega ENVESTNET ASSET MANAGEMENT INC $582,552 0.16% 21,843
Large Baird Financial Group, Inc. $567,030 0.16% 21,261
Small Alteri Wealth LLC $553,642 0.16% 20,759
Small NBC SECURITIES, INC. Broker-Dealer $495,768 0.14% 18,589
Mid Moors & Cabot, Inc. $486,087 0.14% 18,226
Large TRUIST FINANCIAL CORP $486,034 0.14% 18,224
Large DAVENPORT & Co LLC $466,725 0.13% 17,500
Micro Avory & Company, LLC $457,577 0.13% 17,157
Mid Mutual Advisors, LLC $450,749 0.13% 16,901
Mid SAPIENT CAPITAL LLC $448,429 0.13% 16,814
Large Focus Partners Wealth $446,375 0.13% 16,737
Mid Cyndeo Wealth Partners, LLC $437,601 0.12% 16,408
Mid Dynamic Advisor Solutions LLC $421,012 0.12% 15,786
Mid Sanctuary Advisors, LLC $401,890 0.11% 15,069
Small Tulsa Wealth Advisors, INC $400,236 0.11% 15,007
Mid Hennion & Walsh Asset Management, Inc. $393,489 0.11% 14,754
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $382,714 0.11% 14,350
Small Aviance Capital Partners, LLC $370,632 0.10% 13,897
Mid KINGSWOOD WEALTH ADVISORS, LLC $368,952 0.10% 13,834
Large Mariner, LLC $361,831 0.10% 13,567
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $357,778 0.10% 13,415
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $352,470 0.10% 13,216
Mid WEDBUSH SECURITIES INC Broker-Dealer $350,950 0.10% 13,159
Large CAPTRUST FINANCIAL ADVISORS $348,843 0.10% 13,080
Small Diversified Enterprises, LLC $338,548 0.10% 12,694
Large STIFEL FINANCIAL CORP $315,799 0.09% 11,841
Micro WealthTrust Asset Management, LLC $311,932 0.09% 11,696
Large FIFTH THIRD BANCORP Bank $307,478 0.09% 11,529
Large Creative Planning $305,664 0.09% 11,461
Large MML INVESTORS SERVICES, LLC $274,327 0.08% 10,286
Small Chancellor Financial Group WB LP $269,980 0.08% 10,123
Small Register Financial Advisors LLC $269,767 0.08% 10,115
Micro Bay Capital Advisors, LLC $266,780 0.08% 10,003
Mid Merit Financial Group, LLC $264,006 0.07% 9,899
Mid Summit Financial, LLC $263,046 0.07% 9,863
Large Cambridge Investment Research Advisors, Inc. $259,685 0.07% 9,737
Micro DECISION INVESTMENTS, INC $258,672 0.07% 9,699
Mid Jacobi Capital Management LLC $253,631 0.07% 9,510
Mid Equitable Holdings, Inc. $249,471 0.07% 9,354
Small WealthShield Partners, LLC $245,257 0.07% 9,196
Large Pathstone Holdings, LLC $239,949 0.07% 8,997
Large CWM, LLC $235,256 0.07% 8,821
Mid XTX Topco Ltd $230,242 0.06% 8,633
Small Cornerstone Wealth Group, LLC $225,441 0.06% 8,453
Mega GOLDMAN SACHS GROUP INC $224,588 0.06% 8,421
Small GWN SECURITIES INC. Broker-Dealer $210,346 0.06% 7,887
Mid Compound Planning, Inc. $205,412 0.06% 7,702
Small Cypress Wealth Services, LLC $203,198 0.06% 7,619
Micro Aurora Private Wealth, Inc. $196,531 0.06% 7,369
Micro Main Street Group, LTD $190,903 0.05% 7,158
Small Formidable Asset Management, LLC $189,357 0.05% 7,100
Mid HARBOUR INVESTMENTS, INC. $152,392 0.04% 5,714
Small Capital Analysts, LLC $144,124 0.04% 5,404
Mid Allworth Financial LP $138,203 0.04% 5,182
Micro Caitlin John, LLC $114,227 0.03% 4,283

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