Latest Period
Q1 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 Q2 2026
Institutions Reporting
227
Shares (Excl. Options)
43,122,688
Price
$16.07
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- Security type / class
- Equity / Common
- Symbol
- SPXX on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 43,122,688
- Total 13F value
- $693,219,885
- Portfolio coverage rank
- 0%
- Share change
- +39,340,991
- Value change
- +$632,410,201
- Number of holders
- 227
- Shares outstanding
- 137,551,818
- SEC-reported price per share
- $18.64
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
Key facts
- SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common is tracked under CUSIP 6706EW100.
- 227 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 227 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $693,219,885 to $463,763.
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 227 institutions filings for Q1 2026.
Security key
6706EW100
Latest holder period
Q1 2026
13F holders
227
13D/G owners
2
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 227 institutional investors reported holding 43,122,688 shares of Nuveen S&P 500 Dynamic Overwrite Fund - Common (SPXX). This represents 31% of the company’s total 137,551,818 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
26%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8.9% | 12,227,809 | +5200% | 0.01% | $196,500,891 |
| WELLS FARGO & COMPANY/MN | 1.9% | 2,626,954 | +275% | 0.01% | $42,215,158 |
| LPL Financial LLC | 1.4% | 1,974,296 | +454% | 0.01% | $31,726,940 |
| Invesco Ltd. | 1.4% | 1,946,994 | +459% | 0% | $31,288,187 |
| UBS Group AG | 1.4% | 1,884,150 | +384% | 0.01% | $30,278,290 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 1,836,213 | +429% | 0.01% | $29,507,948 |
| Allspring Global Investments Holdings, LLC | 1.2% | 1,621,647 | +4171% | 0.04% | $26,059,867 |
| Saba Capital Management, L.P. | 1.1% | 1,537,423 | 0.79% | $24,706,388 | |
| BANK OF AMERICA CORP /DE/ | 0.96% | 1,326,539 | +1677% | 0% | $21,317,487 |
| Advisors Asset Management, Inc. | 0.87% | 1,194,048 | +2062% | 0.32% | $19,188,351 |
| GUGGENHEIM CAPITAL LLC | 0.76% | 1,049,466 | +467% | 0.13% | $16,864,912 |
| Cambridge Investment Research Advisors, Inc. | 0.43% | 593,941 | +426% | 0.02% | $9,545,000 |
| HighTower Advisors, LLC | 0.43% | 592,916 | 0.01% | $9,528,207 | |
| OSAIC HOLDINGS, INC. | 0.43% | 590,763 | +293% | 0.01% | $9,493,599 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.4% | 549,588 | +70541% | 0.14% | $8,831,879 |
| ROYAL BANK OF CANADA | 0.38% | 528,707 | +612% | 0% | $8,497,000 |
| AMERIPRISE FINANCIAL INC | 0.31% | 430,893 | +968% | 0% | $6,914,569 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 0.31% | 430,433 | 0.81% | $6,917,058 | |
| Shaker Financial Services, LLC | 0.3% | 407,322 | 2.3% | $6,545,692 | |
| Twelve Points Wealth Management LLC | 0.24% | 325,501 | 1.2% | $5,230,795 | |
| STIFEL FINANCIAL CORP | 0.24% | 324,292 | 0% | $5,211,378 | |
| Janney Montgomery Scott LLC | 0.21% | 287,314 | +2577% | 0.01% | $4,617,000 |
| Capital Investment Advisors, LLC | 0.21% | 285,535 | 0.07% | $4,588,544 | |
| Cetera Investment Advisers | 0.19% | 262,227 | +856% | 0% | $4,213,985 |
| Independent Advisor Alliance | 0.18% | 247,485 | 0.04% | $3,977,082 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 24,880 | $463,763 | +$23,896 | $18.64 | 2 |
| 2026 Q1 | 43,122,688 | $693,219,885 | +$632,410,201 | $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 |
| 2020 Q2 | 3,432,904 | $44,083,000 | +$235,455 | $12.84 | 48 |