SPXX · Nuveen S&P 500 Dynamic Overwrite Fund

$19.22 +0.04 (+0.21%)

Market Cap

$344.61M

17.98M

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.

Quarter:

Holders: 231

Total Value: $812,675,653

Total Shares: 43,598,486

Showing 1–100 of 231 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 231 13F filers · Δ vs Mar 31, 2026

Top Holder

28.6%

+0.3 pts

Top 5

48.8%

+0.9 pts

Top 10

67.3%

+2.0 pts

HHI

1,012

Broadly held+24

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +17.3%

Shares held: +1.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Saba Capital Management, L.P.	+830,599	2,368,022
Large Allspring Global Investments Holdings, LLC	+330,000	1,951,647
Small GatePass Capital, LLC	+317,387	369,950
Mega MORGAN STANLEY	+245,054	12,472,863
Small Almitas Capital LLC	+238,355	326,907

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large HighTower Advisors, LLC	−517,176	75,740
Mid WOLVERINE ASSET MANAGEMENT LLC	−347,115	202,473
Mega WELLS FARGO & COMPANY/MN	−186,723	2,440,231
Small Shaker Financial Services, LLC	−149,994	257,328
Large GUGGENHEIM CAPITAL LLC	−112,325	937,141

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	139,466	$2,599,645
Micro PUFF WEALTH MANAGEMENT, LLC	51,264	$955,560
Mid IMC-Chicago, LLC	50,253	$936,715
Mid Diversify Advisory Services, LLC	37,084	$691,245
Micro Turner Financial Group, Inc.	32,791	$611,224

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Independent Advisor Alliance	247,485	$3,977,083
Small Thomas J. Herzfeld Advisors, Inc.	149,092	$2,395,908
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	99,335	$1,596,313
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	50,384	$809,670
Small Leo Wealth, LLC	49,854	$801,153

Filter: New 27 Increased 64 Reduced 92 Sold out 24 Unchanged 48

Showing 100 of 231

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$232,494,165

28.61%

12,472,863

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	11,026,953	$205,542,403	88.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,445,910	$26,951,762	11.6%	Defined

WELLS FARGO & COMPANY/MN

$45,485,905

5.60%

2,440,231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	768,473	$14,324,336	31.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,671,758	$31,161,569	68.5%	Defined

Saba Capital Management, L.P.

$44,139,930

5.43%

2,368,022

LPL Financial LLC

$37,225,459

4.58%

1,997,074

Invesco Ltd.

$37,051,286

4.56%

1,987,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	115,348	$2,150,086	5.8%	Defined
Invesco Capital Management LLC	1,872,382	$34,901,200	94.2%	Defined

Allspring Global Investments Holdings, LLC

$36,378,700

4.48%

1,951,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	1,951,647	$36,378,700	100.0%	Defined

UBS Group AG

$33,737,244

4.15%

1,809,938

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,790,269	$33,370,614	98.9%	Defined
UBS AG	19,669	$366,630	1.1%	Defined

RAYMOND JAMES FINANCIAL INC

$33,306,323

4.10%

1,786,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	400,843	$7,471,713	22.4%	Defined
Raymond James Financial Services Advisors, Inc.	1,363,863	$25,422,406	76.3%	Defined
RAYMOND JAMES TRUST N.A.	22,114	$412,204	1.2%	Defined

BANK OF AMERICA CORP /DE/

$24,184,859

2.98%

1,297,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,297,471	$24,184,859	100.0%	Defined

Advisors Asset Management, Inc.

$22,999,597

2.83%

1,233,884

GUGGENHEIM CAPITAL LLC

$17,468,308

2.15%

937,141

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	934,641	$17,421,708	99.7%	Defined
SECURITY INVESTORS LLC	2,500	$46,600	0.3%	Defined

OSAIC HOLDINGS, INC.

$11,194,492

1.38%

600,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	572,626	$10,673,748	95.3%	Defined
CW Advisors, LLC	21,934	$408,849	3.7%	Sole
Osaic Advisory Services, LLC	6,003	$111,895	1.0%	Defined

Cambridge Investment Research Advisors, Inc.

$11,165,770

1.37%

599,022

ROYAL BANK OF CANADA

$8,388,130

1.03%

450,007

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	450,007	$8,388,130	100.0%	Defined

STIFEL FINANCIAL CORP

$8,140,758

1.00%

436,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	425,634	$7,933,817	97.5%	Defined
1919 Investment Counsel, LLC	11,102	$206,941	2.5%	Defined

ABSOLUTE INVESTMENT ADVISERS, LLC

$7,865,819

0.97%

421,986

AMERIPRISE FINANCIAL INC

$7,844,978

0.97%

420,868

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	420,492	$7,837,970	99.9%	Defined
Ameriprise Bank, FSB	376	$7,008	0.1%	Defined

GatePass Capital, LLC

$6,895,868

0.85%

369,950

Twelve Points Wealth Management LLC

$6,432,999

0.79%

345,118

Almitas Capital LLC

$6,093,546

0.75%

326,907

Capital Investment Advisors, LLC

$5,523,609

0.68%

296,331

Janney Montgomery Scott LLC

$5,284,626

0.65%

283,510

Shaker Financial Services, LLC

$4,796,593

0.59%

257,328

Hennion & Walsh Asset Management, Inc.

$4,737,859

0.58%

254,177

COMMONWEALTH EQUITY SERVICES, LLC

$4,520,871

0.56%

242,536

Cetera Investment Advisers

$4,277,022

0.53%

229,454

Logan Stone Capital, LLC

$4,264,682

0.52%

228,792

&PARTNERS

$3,831,787

0.47%

205,568

WOLVERINE ASSET MANAGEMENT LLC

$3,774,096

0.46%

202,473

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	202,473	$3,774,096	100.0%	Defined

MONECO ADVISORS, LLC

$3,704,700

0.46%

198,750

Bulldog Investors, LLP

$3,496,342

0.43%

187,572

Quarry LP

$3,302,467

0.41%

177,171

Sage Capital Management, LLC

$3,104,976

0.38%

166,576

Altium Capital Management LLC

$2,933,842

0.36%

157,395

1607 Capital Partners, LLC

$2,907,634

0.36%

155,989

Shulman DeMeo Asset Management LLC

$2,824,929

0.35%

151,552

MML INVESTORS SERVICES, LLC

$2,808,936

0.35%

150,694

TWO SIGMA INVESTMENTS, LP

$2,637,671

0.32%

141,506

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

$2,599,645

0.32%

139,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Landscape High Leverage Fund, LP	25,928	$483,297	18.6%	Defined
LANDSCAPE OFFSHORE HL FUND LTD.	72,394	$1,349,424	51.9%	Defined
Held directly	41,144	$766,924	29.5%	Sole

NewEdge Advisors, LLC

$2,593,234

0.32%

139,122

Advisory Advocates, LLC

$2,508,925

0.31%

134,599

ENVESTNET ASSET MANAGEMENT INC

$2,503,258

0.31%

134,295

FORTEM FINANCIAL GROUP, LLC

$2,348,602

0.29%

125,998

PARK AVENUE SECURITIES LLC

$2,107,960

0.26%

113,088

PMG Family Office LLC

$2,084,921

0.26%

111,852

Cypress Capital Management LLC (WY)

$2,057,483

0.25%

110,380

Focus Partners Wealth

$2,043,745

0.25%

109,643

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

$2,022,402

0.25%

108,498

Kestra Advisory Services, LLC

$1,942,642

0.24%

104,219

Prospera Financial Services Inc

$1,897,757

0.23%

101,811

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$1,836,878

0.23%

98,545

TPG Advisors LLC

$1,814,566

0.22%

97,348

Private Advisor Group, LLC

$1,764,630

0.22%

94,669

FORTERIS WEALTH MANAGEMENT INC.

$1,683,471

0.21%

90,315

D.A. DAVIDSON & CO.

$1,670,554

0.21%

89,622

FIFTH THIRD BANCORP

$1,452,261

0.18%

77,911

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	77,911	$1,452,261	100.0%	Defined

Integrated Wealth Concepts LLC

$1,425,997

0.18%

76,502

Ionic Capital Management LLC

$1,423,518

0.18%

76,369

ISLAY CAPITAL MANAGEMENT, LLC

$1,416,341

0.17%

75,984

HighTower Advisors, LLC

$1,411,793

0.17%

75,740

Moors & Cabot, Inc.

$1,399,975

0.17%

75,106

ASHTON THOMAS SECURITIES, LLC

$1,272,180

0.16%

68,250

Dynamic Advisor Solutions LLC

$1,236,875

0.15%

66,356

Patten Group, Inc.

$1,225,896

0.15%

65,767

Allworth Financial LP

$1,219,372

0.15%

65,417

Tyche Wealth Partners LLC

$1,209,829

0.15%

64,905

DAVENPORT & Co LLC

$1,143,974

0.14%

61,372

High Point Wealth Management, LLC

$1,120,636

0.14%

60,120

Blake Schutter Theil Wealth Advisors, LLC

$1,069,507

0.13%

57,377

Compound Planning, Inc.

$1,066,170

0.13%

57,198

TRUIST FINANCIAL CORP

$1,064,679

0.13%

57,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	57,118	$1,064,679	100.0%	Defined

Baird Financial Group, Inc.

$1,040,558

0.13%

55,824

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	55,346	$1,031,649	99.1%	Defined
BAIRD TRUST Co	478	$8,909	0.9%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$978,972

0.12%

52,520

PUFF WEALTH MANAGEMENT, LLC

$955,560

0.12%

51,264

SIMS INVESTMENT MANAGEMENT, LLC

$940,611

0.12%

50,462

IMC-Chicago, LLC

$936,715

0.12%

50,253

Rockefeller Capital Management L.P.

$884,617

0.11%

47,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	47,458	$884,617	100.0%	Defined

Richmond Investment Services, LLC

$859,378

0.11%

46,104

Steward Partners Investment Advisory, LLC

$838,110

0.10%

44,963

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$822,266

0.10%

44,113

XTX Topco Ltd

$808,920

0.10%

43,397

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	43,397	$808,920	100.0%	Defined

Alteri Wealth LLC

$806,329

0.10%

43,258

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$783,569

0.10%

42,037

Venture Visionary Partners LLC

$777,362

0.10%

41,704

Western Wealth Management, LLC

$755,609

0.09%

40,537

UMB Bank, n.a.

$742,338

0.09%

39,825

PNC FINANCIAL SERVICES GROUP, INC.

$707,536

0.09%

37,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,667	$31,072	4.4%	Defined
PNC Wealth Management LLC	36,291	$676,464	95.6%	Defined

IFP Advisors, Inc

$706,530

0.09%

37,904

WORLD EQUITY GROUP, INC.

$697,676

0.09%

37,429

Diversify Advisory Services, LLC

$691,245

0.09%

37,084

DIVERSIFY WEALTH MANAGEMENT, LLC

$691,245

0.09%

37,084

Calamos Advisors LLC

$686,362

0.08%

36,822

Spire Wealth Management

$683,752

0.08%

36,682

NBC SECURITIES, INC.

$680,248

0.08%

36,494

Investment Partners Asset Management, Inc.

$677,564

0.08%

36,350

World Investment Advisors

$670,201

0.08%

35,955

Summit Financial, LLC

$669,418

0.08%

35,913

Focused Wealth Management, Inc

$653,723

0.08%

35,071

WEDBUSH SECURITIES INC

$649,566

0.08%

34,848

CHOREO, LLC

$647,795

0.08%

34,753

Key facts CIK 1338561 CUSIP 6706EW100 13F (30d) 147 filings 146 filers Visit website