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SPXX

SPXX

Nuveen S&P 500 Dynamic Overwrite Fund• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
103
Partial Q3 2026
Total 13F value
$309.3M
Filed positions so far
New positions
9
This quarter
Sold positions
6
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Axiom Investment Management Llc

$217.1M11.7K0.02%+3.9%

Cambridge Investment Research Advisors, Inc.

$11.6M626.0K0.03%+4.5%

Hennion & Walsh Asset Management, Inc.

$5.7M307.7K0.17%+21.1%

Capital Investment Advisors, Llc

$5.1M276.5K0.07%-6.7%

Shaker Financial Services, Llc

$5M266.3K1.65%+3.5%

Commonwealth Equity Services, Llc

$4.4M240.3K0.01%-0.9%

Kestra Advisory Services, Llc

$3.4M182.8K0.01%+75.4%

Sage Capital Management, Llc

$3M161.3K1.13%-3.2%

Shulman Demeo Asset Management Llc

$2.8M150.4K0.56%-0.8%

Fortem Financial Group, Llc

$2.2M116.8K0.44%-7.3%

Pmg Family Office Llc

$2.1M112.0K1.96%+0.1%

Park Avenue Securities Llc

$2.1M113.8K0.01%+0.7%

Lighthouse Financial Services Inc /Adv

$2M108.0K0.41%-0.5%

Blue Bell Private Wealth Management, Llc

$1.8M99.3K0.22%+0.8%

Tpg Advisors Llc

$1.8M97.2K0.96%-0.1%

Forteris Wealth Management Inc.

$1.7M93.6K1.43%+3.7%

D.A. Davidson & Co.

$1.7M89.6K0.01%Unchanged

International Assets Investment Management, Llc

$1.6M67.6K0.05%-40.5%

Patten Group, Inc.

$1.6M84.2K0.24%+28.1%

Dynamic Advisor Solutions Llc

$1.5M78.6K0.04%+18.4%

Islay Capital Management, Llc

$1.4M76.5K0.67%+0.7%

Concurrent Investment Advisors, Llc

$1.4M76.3K0.01%+311.6%

Ashton Thomas Securities, Llc

$1.4M73.5K0.14%+7.7%

Davenport & Co Llc

$1.1M60.7K0.01%-1.1%

Spire Wealth Management

$1.1M57.9K0.03%+57.8%

Blake Schutter Theil Wealth Advisors, Llc

$1.1M57.0K0.73%-0.6%

Truist Financial Corp

$1M55.7K0.00%-2.4%

Sims Investment Management, Llc

$933K50.5K0.29%Unchanged

Richmond Investment Services, Llc

$916K49.5K0.29%+7.4%

Calamos Advisors Llc

$910K49.2K0.00%+33.7%

World Equity Group, Inc.

$814K44.0K0.34%+17.7%

Puff Wealth Management, Llc

$789K42.7K0.74%-16.7%

Venture Visionary Partners Llc

$771K41.7K0.02%Unchanged

Ifp Advisors, Inc

$695K37.6K0.01%-0.8%

Lanark Financial, Inc.

$675K36.5K0.05%Unchanged

Investment Partners Asset Management, Inc.

$672K36.4K0.36%Unchanged

Diversify Wealth Management, Llc

$661K35.3K0.01%-4.8%

Diversify Advisory Services, Llc

$661K35.3K0.01%-4.8%

Wedbush Securities Inc

$636K34.4K0.02%-1.3%

Focused Wealth Management, Inc

$630K34.1K0.05%-2.8%

Pflug Koory, Llc

$604K32.7K0.25%Unchanged

Decision Investments, Inc

$602K32.5K0.55%Unchanged

B. Riley Wealth Advisors, Inc.

$591K31.9K0.02%+6.4%

Choreo, Llc

$576K30.4K0.01%-12.5%

Formidable Asset Management, Llc

$569K30.5K0.08%-4.0%

Blue Trust, Inc.

$559K30.2K0.01%New Position

Integrated Capital Management, Inc.

$556K30.1K0.40%+62.7%

Patriot Financial Group Insurance Agency, Llc

$478K25.8K0.05%+1.4%

Farther Finance Advisors, Llc

$415K22.5K0.00%+113.5%

Mgo One Seven Llc

$408K22.1K0.01%-20.9%

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