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Equibles

SPXX

Nuveen S&P 500 Dynamic Overwrite Fund
$18.62 -0.03 (-0.16%) At close · Jul 2
Market Cap
$334.72M
Shares
17,976,544

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 228
Total Value: $693,026,346
Total Shares: 43,124,468
Showing 1–100 of 228 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 228 13F filers
Top Holder
28.4%
Jun 2023 → Mar 2026 · range 13.5% – 28.4%
of institutional value
Top 5
47.9%
Jun 2023 → Mar 2026 · range 43.0% – 57.7%
of institutional value
Top 10
65.3%
Jun 2023 → Mar 2026 · range 65.3% – 77.0%
of institutional value
HHI
989
Jun 2023 → Mar 2026 · range 595 – 989
Broadly held
Showing 100 of 228
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $196,500,889 28.35% 12,227,809
Mega WELLS FARGO & COMPANY/MN $42,215,150 6.09% 2,626,954
Mega LPL Financial LLC $31,726,936 4.58% 1,974,296
Mega Invesco Ltd. $31,288,193 4.51% 1,946,994
Mega UBS Group AG $30,278,290 4.37% 1,884,150
Mega RAYMOND JAMES FINANCIAL INC $29,507,942 4.26% 1,836,213
Large Allspring Global Investments Holdings, LLC $26,059,867 3.76% 1,621,647
Mid Saba Capital Management, L.P. $24,706,387 3.56% 1,537,423
Mega BANK OF AMERICA CORP /DE/ Bank $21,317,481 3.08% 1,326,539
Mid Advisors Asset Management, Inc. $19,188,351 2.77% 1,194,048
Large GUGGENHEIM CAPITAL LLC $16,864,917 2.43% 1,049,466
Large Cambridge Investment Research Advisors, Inc. $9,544,631 1.38% 593,941
Large HighTower Advisors, LLC $9,528,160 1.37% 592,916
Large OSAIC HOLDINGS, INC. $9,493,560 1.37% 590,763
Mid WOLVERINE ASSET MANAGEMENT LLC $8,831,879 1.27% 549,588
Mega ROYAL BANK OF CANADA Bank $8,496,321 1.23% 528,707
Mega AMERIPRISE FINANCIAL INC $6,924,450 1.00% 430,893
Small ABSOLUTE INVESTMENT ADVISERS, LLC $6,917,058 1.00% 430,433
Small Shaker Financial Services, LLC $6,545,664 0.94% 407,322
Small Twelve Points Wealth Management LLC $5,230,801 0.75% 325,501
Large STIFEL FINANCIAL CORP $5,211,372 0.75% 324,292
Large Janney Montgomery Scott LLC $4,617,135 0.67% 287,314
Mid Capital Investment Advisors, LLC $4,588,547 0.66% 285,535
Large Cetera Investment Advisers $4,213,987 0.61% 262,227
Mid Independent Advisor Alliance $3,977,083 0.57% 247,485
Mega ENVESTNET ASSET MANAGEMENT INC $3,957,591 0.57% 246,272
Large COMMONWEALTH EQUITY SERVICES, LLC $3,939,014 0.57% 245,116
Mid Hennion & Walsh Asset Management, Inc. $3,384,004 0.49% 210,579
Large Kestra Advisory Services, LLC $3,369,991 0.49% 209,707
Large &PARTNERS $3,353,487 0.48% 208,680
Small MONECO ADVISORS, LLC $3,268,075 0.47% 203,365
Small Quarry LP $3,239,454 0.47% 201,584
Micro Sage Capital Management, LLC $3,173,841 0.46% 197,501
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $2,910,710 0.42% 181,127
Small Shulman DeMeo Asset Management LLC $2,534,560 0.37% 157,720
Micro Altium Capital Management LLC $2,529,337 0.36% 157,395
Small Thomas J. Herzfeld Advisors, Inc. $2,395,908 0.35% 149,092
Mega TWO SIGMA INVESTMENTS, LP $2,274,001 0.33% 141,506
Micro Advisory Advocates, LLC $2,193,394 0.32% 136,490
Large NewEdge Advisors, LLC $2,180,088 0.31% 135,662
Small Ionic Capital Management LLC $2,104,961 0.30% 130,987
Small FORTEM FINANCIAL GROUP, LLC $2,103,755 0.30% 130,912
Small Bulldog Investors, LLP $2,015,419 0.29% 125,415
Small 1607 Capital Partners, LLC $1,902,543 0.27% 118,391
Micro PMG Family Office LLC Family Office $1,790,631 0.26% 111,427
Small LIGHTHOUSE FINANCIAL SERVICES INC /ADV $1,754,715 0.25% 109,192
Large Focus Partners Wealth $1,750,247 0.25% 108,914
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,596,313 0.23% 99,335
Mid Prospera Financial Services Inc $1,590,174 0.23% 98,953
Micro TPG Advisors LLC $1,589,596 0.23% 98,917
Micro Cypress Capital Management LLC (WY) $1,518,325 0.22% 94,482
Mid Private Advisor Group, LLC $1,478,520 0.21% 92,005
Mid D.A. DAVIDSON & CO. $1,470,983 0.21% 91,536
Small Richmond Investment Services, LLC $1,431,065 0.21% 89,052
Small Almitas Capital LLC $1,423,030 0.21% 88,552
Large MML INVESTORS SERVICES, LLC $1,375,302 0.20% 85,582
Micro FORTERIS WEALTH MANAGEMENT INC. $1,370,722 0.20% 85,297
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,288,878 0.19% 80,204
Mid Integrated Wealth Concepts LLC $1,204,478 0.17% 74,952
Mid Moors & Cabot, Inc. $1,195,527 0.17% 74,395
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $1,096,777 0.16% 68,250
Micro ISLAY CAPITAL MANAGEMENT, LLC $1,070,438 0.15% 66,611
Large DAVENPORT & Co LLC $1,065,585 0.15% 66,309
Small Tyche Wealth Partners LLC $1,041,062 0.15% 64,783
Mid Allworth Financial LP $1,013,181 0.15% 63,048
Large TRUIST FINANCIAL CORP $979,145 0.14% 60,930
Micro High Point Wealth Management, LLC $964,698 0.14% 60,031
Micro Blake Schutter Theil Wealth Advisors, LLC $922,080 0.13% 57,379
Small GatePass Capital, LLC $844,687 0.12% 52,563
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $838,259 0.12% 52,163
Small Logan Stone Capital, LLC $824,519 0.12% 51,308
Small Patriot Financial Group Insurance Agency, LLC Insurance $823,298 0.12% 51,232
Micro SIMS INVESTMENT MANAGEMENT, LLC $810,924 0.12% 50,462
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $809,670 0.12% 50,384
Small Leo Wealth, LLC $801,153 0.12% 49,854
Mid Dynamic Advisor Solutions LLC $797,891 0.12% 49,651
Mid Compound Planning, Inc. $796,911 0.11% 49,590
Large Pathstone Holdings, LLC $766,571 0.11% 47,702
Large Rockefeller Capital Management L.P. $747,962 0.11% 46,544
Large Steward Partners Investment Advisory, LLC $732,342 0.11% 45,572
Mega PNC FINANCIAL SERVICES GROUP, INC. $724,755 0.10% 45,100
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $717,348 0.10% 44,639
Large Baird Financial Group, Inc. $704,524 0.10% 43,841
Small Alteri Wealth LLC $690,061 0.10% 42,941
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $676,161 0.10% 42,076
Mid Venture Visionary Partners LLC $670,183 0.10% 41,704
Mid World Investment Advisors $655,913 0.09% 40,816
Mid Western Wealth Management, LLC $650,818 0.09% 40,499
Mid CHOREO, LLC $647,958 0.09% 40,321
Small Patten Group, Inc. $641,482 0.09% 39,918
Mid UMB Bank, n.a. $640,019 0.09% 39,827
Mid IFP Advisors, Inc $612,331 0.09% 38,104
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $595,939 0.09% 37,084
Small NBC SECURITIES, INC. Broker-Dealer $591,167 0.09% 36,787
Mid WEDBUSH SECURITIES INC Broker-Dealer $586,715 0.08% 36,510
Micro Investment Partners Asset Management, Inc. $584,144 0.08% 36,350
Mid Farther Finance Advisors, LLC $583,678 0.08% 36,321
Mid Spire Wealth Management $579,339 0.08% 36,051
Mid Summit Financial, LLC $577,957 0.08% 35,965
Small Focused Wealth Management, Inc $563,590 0.08% 35,071
Key facts CIK 1338561 CUSIP 6706EW100 13F (30d) 1 filings 1 filers Visit website

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