13F reference period
Q3 2026
Security Snapshot
Nuveen S&P 500 Dynamic Overwrite Fund - Common (SPXX) Institutional Ownership
CUSIP: 6706EW100
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
160
Shares (Excl. Options)
27.63M
Full value: 27,627,940 · shares · 30 Sep 2026Price
$18.49
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common
- Symbol
- SPXX on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 27,627,940
- Total 13F value
- $509,674,406
- Portfolio coverage rank
- 0%
- Share change
- +256,478
- Value change
- +$4,874,501
- Number of holders
- 160
- Shares outstanding
- 137,551,818
- SEC-reported price per share
- $18.88
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common is tracked under CUSIP 6706EW100.
- 160 institutions reported positions in Q3 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 233 to 160 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$812.86M
Full value: $812,862,644 · USD · 30 Jun 2026.$509.67M
Full value: $509,674,406 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 160 institutions filings for Q3 2026.
Security key
6706EW100
13F reference period
Q3 2026
13F holders
160
13D/G owners
2
CIK / CUSIP context first
Open Q3 2026 holders
SPXX full holder history
Nuveen S&P 500 Dynamic Overwrite Fund SEC filings
Nuveen S&P 500 Dynamic Overwrite Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 6706EW100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
SPXX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 7.8% | $185,377,726 | 10,765,257 | Morgan Stanley | 31 Mar 2026 | |||
| FIRST TRUST PORTFOLIOS LP | 2.4% | $57,920,320 | 3,328,754 | First Trust Portfolios L.P. | 31 Mar 2026 |
As of 30 Sep 2026,
160
institutional investors reported holding
shares of
Nuveen S&P 500 Dynamic Overwrite Fund - Common (SPXX).
This represents
20%
of the company’s total
outstanding shares.
27.63M
Full value: 27,627,940 · shares · 30 Sep 2026137.55M
Full value: 137,551,818 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
17%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 9.2% | 12,685,597 | +1.7% | 0.01% | $234,556,721 |
| LPL Financial LLC | 1.5% | 2,121,676 | +6.2% | 0.01% | $39,229,781 |
| RAYMOND JAMES FINANCIAL INC | 1.4% | 1,907,553 | +6.8% | 0.01% | $35,270,651 |
| Invesco Ltd. | 1.3% | 1,766,152 | -11% | 0% | $32,656,151 |
| Advisors Asset Management, Inc. | 0.74% | 1,016,122 | 0.4% | $17,302,789 | |
| STIFEL FINANCIAL CORP | 0.34% | 466,822 | +6.9% | 0.01% | $8,631,554 |
| GatePass Capital, LLC | 0.28% | 392,000 | +6% | 2.5% | $7,248,080 |
| Twelve Points Wealth Management LLC | 0.26% | 362,796 | +5.1% | 1.2% | $6,671,817 |
| Hennion & Walsh Asset Management, Inc. | 0.22% | 307,675 | +21% | 0.17% | $5,688,911 |
| Cypress Capital Management LLC (WY) | 0.22% | 301,730 | +173% | 4.5% | $5,706,242 |
| Capital Investment Advisors, LLC | 0.2% | 276,502 | -6.7% | 0.07% | $5,112,521 |
| Shaker Financial Services, LLC | 0.19% | 266,301 | +3.5% | 1.7% | $5,005,879 |
| Cetera Investment Advisers | 0.18% | 247,991 | +8.1% | 0% | $4,585,356 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 240,284 | -0.93% | 0.01% | $4,442,860 |
| MONECO ADVISORS, LLC | 0.14% | 196,980 | -0.89% | 0.21% | $3,642,168 |
| Kestra Advisory Services, LLC | 0.13% | 182,767 | +75% | 0.01% | $3,379,369 |
| Sage Capital Management, LLC | 0.12% | 161,308 | -3.2% | 1.1% | $2,982,760 |
| Altium Capital Management LLC | 0.11% | 157,395 | 0% | 4.2% | $2,910,234 |
| MML INVESTORS SERVICES, LLC | 0.11% | 155,731 | +3.3% | 0.01% | $2,879,468 |
| Shulman DeMeo Asset Management LLC | 0.11% | 150,411 | -0.75% | 0.56% | $2,808,168 |
| NewEdge Advisors, LLC | 0.1% | 139,511 | +0.28% | 0.01% | $2,579,556 |
| Prospera Financial Services Inc | 0.1% | 134,051 | +32% | 0.03% | $2,465,103 |
| Advisory Advocates, LLC | 0.09% | 121,726 | -9.6% | 1.9% | $2,250,714 |
| FORTEM FINANCIAL GROUP, LLC | 0.08% | 116,783 | -7.3% | 0.44% | $2,159,318 |
| PARK AVENUE SECURITIES LLC | 0.08% | 113,835 | 0.01% | $2,105,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 27,627,940 | $509,674,406 | +$4,874,501 | $18.49 | 160 |
| 2026 Q2 | 43,601,389 | $812,862,644 | +$10,563,994 | $18.64 | 233 |
| 2026 Q1 | 43,122,688 | $693,219,885 | +$632,398,240 | $16.07 | 227 |
| 2025 Q4 | 3,775,791 | $68,115,200 | +$3,266,118 | $18.04 | 60 |
| 2025 Q3 | 3,562,160 | $62,347,758 | +$3,222,413 | $17.49 | 53 |
| 2025 Q2 | 3,333,389 | $59,149,580 | -$2,234,522 | $17.74 | 49 |
| 2025 Q1 | 3,493,312 | $59,029,392 | -$6,415,726 | $16.90 | 51 |
| 2024 Q4 | 3,858,472 | $68,478,941 | -$2,785,932 | $17.75 | 49 |
| 2024 Q3 | 4,009,206 | $67,338,611 | -$1,284,915 | $16.78 | 50 |
| 2024 Q2 | 4,090,230 | $66,878,157 | +$696,562 | $16.33 | 53 |
| 2024 Q1 | 4,048,222 | $63,542,608 | -$1,663,104 | $15.67 | 52 |
| 2023 Q4 | 4,171,662 | $62,736,611 | +$1,220,039 | $15.04 | 53 |
| 2023 Q3 | 4,046,074 | $60,007,276 | +$348,416 | $14.82 | 51 |
| 2023 Q2 | 4,012,872 | $62,926,988 | +$9,489,411 | $15.68 | 48 |
| 2023 Q1 | 3,407,117 | $53,094,095 | -$4,807,987 | $15.58 | 47 |
| 2022 Q4 | 3,707,213 | $59,756,380 | -$541,321 | $16.12 | 46 |
| 2022 Q3 | 3,740,170 | $56,139,140 | +$82,729 | $15.01 | 44 |
| 2022 Q2 | 3,734,535 | $58,480,137 | +$2,923,445 | $15.66 | 49 |
| 2022 Q1 | 3,505,804 | $62,996,188 | +$3,597,283 | $17.97 | 52 |
| 2021 Q4 | 3,304,302 | $61,460,000 | +$2,036,913 | $18.60 | 44 |
| 2021 Q3 | 3,181,026 | $54,359,000 | +$3,848,423 | $17.09 | 44 |
| 2021 Q2 | 2,963,471 | $53,667,000 | -$2,455,825 | $18.11 | 46 |
| 2021 Q1 | 3,110,183 | $51,419,474 | -$3,537,316 | $16.53 | 50 |
| 2020 Q4 | 3,330,774 | $50,743,000 | -$448,976 | $15.24 | 56 |
| 2020 Q3 | 3,384,944 | $45,087,000 | -$795,448 | $13.32 | 56 |