CHICAGO, IL
NUVEEN S&P 500 DYNAMIC OVERWRITE FUNDSPXX— Latest position per institution from SEC 13F filings
15
Institutional holders
34.25M
Total shares held
627.34M
Estimated value
1.71M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
12.47M
Value
232.49M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.44M
Value
45.49M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
2.37M
Value
44.14M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
2M
Value
37.23M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.99M
Value
37.05M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
1.95M
Value
36.38M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
1.81M
Value
33.74M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.79M
Value
33.31M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.30M
Value
24.18M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.23M
Value
23M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
937.14K
Value
17.47M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
600.56K
Value
11.19M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
599.02K
Value
11.17K
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
450.01K
Value
8.39M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
436.74K
Value
8.14M
Filed
Jun 30, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
421.99K
Value
7.87M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
420.87K
Value
7.84M
Filed
Jun 30, 2026
GATEPASS CAPITAL, LLC
CIK 2087399
Shares
369.95K
Value
6.90M
Filed
Jun 30, 2026
TWELVE POINTS WEALTH MANAGEMENT LLC
CIK 1877090
Shares
345.12K
Value
6.43M
Filed
Jun 30, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
326.91K
Value
6.09M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 12.47M | 232.49M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 2.44M | 45.49M | Jun 30, 2026 |
| 3 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 2.37M | 44.14M | Jun 30, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 2M | 37.23M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 1.99M | 37.05M | Jun 30, 2026 |
| 6 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 1.95M | 36.38M | Jun 30, 2026 |
| 7 | UBS GROUP AG | 1610520 | 1.81M | 33.74M | Jun 30, 2026 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.79M | 33.31M | Jun 30, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 1.30M | 24.18M | Jun 30, 2026 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.23M | 23M | Jun 30, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 937.14K | 17.47M | Jun 30, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 600.56K | 11.19M | Jun 30, 2026 |
| 13 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 599.02K | 11.17K | Jun 30, 2026 |
| 14 | ROYAL BANK OF CANADA | 1000275 | 450.01K | 8.39M | Jun 30, 2026 |
| 15 | STIFEL FINANCIAL CORP | 720672 | 436.74K | 8.14M | Jun 30, 2026 |
| 16 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 421.99K | 7.87M | Jun 30, 2026 |
| 17 | AMERIPRISE FINANCIAL INC | 820027 | 420.87K | 7.84M | Jun 30, 2026 |
| 18 | GATEPASS CAPITAL, LLC | 2087399 | 369.95K | 6.90M | Jun 30, 2026 |
| 19 | TWELVE POINTS WEALTH MANAGEMENT LLC | 1877090 | 345.12K | 6.43M | Jun 30, 2026 |
| 20 | ALMITAS CAPITAL LLC | 1596468 | 326.91K | 6.09M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.