CHICAGO, IL
NUVEEN S&P 500 DYNAMIC OVERWRITE FUNDSPXX— Latest position per institution from SEC 13F filings
15
Institutional holders
33.68M
Total shares held
531.62M
Estimated value
1.68M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
12.23M
Value
196.50M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.63M
Value
42.22M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.97M
Value
31.73M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.95M
Value
31.29M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
1.88M
Value
30.28M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.84M
Value
29.51M
Filed
Mar 31, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
1.62M
Value
26.06M
Filed
Mar 31, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
1.54M
Value
24.71M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.33M
Value
21.32M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.19M
Value
19.19M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.05M
Value
16.86M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
593.94K
Value
9.54K
Filed
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
592.92K
Value
9.53M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
590.76K
Value
9.49M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
549.59K
Value
8.83M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
528.71K
Value
8.50M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
430.89K
Value
6.91M
Filed
Mar 31, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
430.43K
Value
6.92M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
407.32K
Value
6.55M
Filed
Mar 31, 2026
TWELVE POINTS WEALTH MANAGEMENT LLC
CIK 1877090
Shares
325.50K
Value
5.23M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 12.23M | 196.50M | Mar 31, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 2.63M | 42.22M | Mar 31, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 1.97M | 31.73M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 1.95M | 31.29M | Mar 31, 2026 |
| 5 | UBS GROUP AG | 1610520 | 1.88M | 30.28M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.84M | 29.51M | Mar 31, 2026 |
| 7 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 1.62M | 26.06M | Mar 31, 2026 |
| 8 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 1.54M | 24.71M | Mar 31, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 1.33M | 21.32M | Mar 31, 2026 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.19M | 19.19M | Mar 31, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.05M | 16.86M | Mar 31, 2026 |
| 12 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 593.94K | 9.54K | Mar 31, 2026 |
| 13 | HIGHTOWER ADVISORS, LLC | 1462245 | 592.92K | 9.53M | Mar 31, 2026 |
| 14 | OSAIC HOLDINGS, INC. | 1677044 | 590.76K | 9.49M | Mar 31, 2026 |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 549.59K | 8.83M | Mar 31, 2026 |
| 16 | ROYAL BANK OF CANADA | 1000275 | 528.71K | 8.50M | Mar 31, 2026 |
| 17 | AMERIPRISE FINANCIAL INC | 820027 | 430.89K | 6.91M | Mar 31, 2026 |
| 18 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 430.43K | 6.92M | Mar 31, 2026 |
| 19 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 407.32K | 6.55M | Mar 31, 2026 |
| 20 | TWELVE POINTS WEALTH MANAGEMENT LLC | 1877090 | 325.50K | 5.23M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.