CHICAGO, IL
NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUNDQQQX— Latest position per institution from SEC 13F filings
15
Institutional holders
11.69M
Total shares held
334.49M
Estimated value
584.71K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.88M
Value
56.59M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
1.39M
Value
42.01M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.22M
Value
36.78M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
742.28K
Value
22.37M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
740.52K
Value
22.32M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
738.83K
Value
22.27M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
735.30K
Value
22.16M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
647.56K
Value
19.52M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
613.26K
Value
18.48M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
425.45K
Value
12.82M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
343.34K
Value
10.35M
Filed
Jun 30, 2026
NAN SHAN LIFE INSURANCE CO., LTD.
CIK 1730464
Shares
301.10K
Value
7.97M
Filed
Jun 30, 2025
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
267.68K
Value
7.63K
Filed
Dec 31, 2025
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
261.64K
Value
7.89M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
261.14K
Value
7.87M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
245.13K
Value
7.39M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
236.91K
Value
7.14K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
225.77K
Value
5.67M
Filed
Sep 30, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
214.36K
Value
6.46M
Filed
Jun 30, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
202.05K
Value
5.55M
Filed
Sep 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.88M | 56.59M | Jun 30, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 1.39M | 42.01M | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 1.22M | 36.78M | Jun 30, 2026 |
| 4 | UBS GROUP AG | 1610520 | 742.28K | 22.37M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 740.52K | 22.32M | Jun 30, 2026 |
| 6 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 738.83K | 22.27M | Jun 30, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 735.30K | 22.16M | Jun 30, 2026 |
| 8 | GUGGENHEIM CAPITAL LLC | 1283072 | 647.56K | 19.52M | Jun 30, 2026 |
| 9 | INVESCO LTD. | 914208 | 613.26K | 18.48M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL INC | 720005 | 425.45K | 12.82M | Jun 30, 2026 |
| 11 | BANK OF AMERICA CORP /DE/ | 70858 | 343.34K | 10.35M | Jun 30, 2026 |
| 12 | NAN SHAN LIFE INSURANCE CO., LTD. | 1730464 | 301.10K | 7.97M | Jun 30, 2025 |
| 13 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 267.68K | 7.63K | Dec 31, 2025 |
| 14 | HIGHTOWER ADVISORS, LLC | 1462245 | 261.64K | 7.89M | Jun 30, 2026 |
| 15 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 261.14K | 7.87M | Jun 30, 2026 |
| 16 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 245.13K | 7.39M | Jun 30, 2026 |
| 17 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 236.91K | 7.14K | Jun 30, 2026 |
| 18 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 225.77K | 5.67M | Sep 30, 2024 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 214.36K | 6.46M | Jun 30, 2026 |
| 20 | CORNERSTONE ADVISORS, LLC | 1775446 | 202.05K | 5.55M | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.