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 Q1 2026

Latest Period

Q1 2026

Institutions Reporting

226

Shares (Excl. Options)

42,987,026

Price

$16.07

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Type / Class
Equity / Common
Symbol
SPXX on NYSE
Shares outstanding
137,551,818
Price per share
$17.69
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
42,987,026
Total reported value
$691,039,803
% of total 13F portfolios
0%
Share change
+39,207,972
Value change
+$630,272,591
Number of holders
226
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common is tracked under CUSIP 6706EW100.
  • 226 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 60 to 226 between Q4 2025 and Q1 2026.
  • Reported value moved from $68,115,200 to $691,039,803.

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

Latest holder context comes from 226 institutions filings for Q1 2026.

Open SEC Evidence

Security key

6706EW100

Latest holder period

Q1 2026

13F holders

226

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

Latest 13F filings Latest 13D/G filings All securities

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, 226 institutional investors reported holding 42,987,026 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
49
Latest
Q1 2026
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 42,987,026 $691,039,803 +$630,272,591 $16.07 226
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
2020 Q1 3,427,659 $39,688,000 -$852,777 $11.58 51
2019 Q4 3,484,184 $57,381,000 +$2,801,003 $16.47 45
2019 Q3 2,969,434 $45,752,000 +$289,605 $15.40 43
2019 Q2 2,949,417 $46,592,000 +$2,844,030 $15.79 42
2019 Q1 2,799,484 $43,293,000 -$4,594,758 $15.48 46
2018 Q4 3,086,188 $43,343,000 +$426,989 $14.04 46
2018 Q3 2,998,318 $50,682,000 +$1,377,912 $16.91 45
2018 Q2 2,916,778 $48,700,000 +$3,652,813 $16.70 40
2018 Q1 2,709,643 $46,427,354 +$638,010 $17.11 37
2017 Q4 2,672,313 $46,263,250 -$3,376,634 $17.31 35
2017 Q3 2,870,312 $44,894,001 -$1,564,991 $15.64 37
2017 Q2 2,957,703 $45,423,856 -$4,297,189 $15.36 38
2017 Q1 3,237,864 $47,927,652 +$5,220,318 $14.82 36
2016 Q4 2,883,585 $41,615,000 -$3,732,321 $14.40 35
2016 Q3 3,147,207 $43,307,510 -$8,209,948 $13.76 41
2016 Q2 3,766,273 $50,921,149 -$6,509,878 $13.52 43
2016 Q1 4,243,827 $56,505,147 -$882,363 $13.32 38
2015 Q4 4,308,331 $58,024,000 +$873,917 $13.47 38
2015 Q3 4,045,548 $51,164,000 +$2,780,599 $12.64 33
2015 Q2 3,800,440 $51,991,282 +$1,108,014 $13.68 37
2015 Q1 3,729,724 $52,104,033 +$3,658,859 $13.97 39
2014 Q4 3,466,974 $49,580,223 +$5,585,610 $14.30 32
2014 Q3 3,271,847 $45,994,145 -$589,480 $14.06 37
2014 Q2 3,214,812 $46,516,790 +$1,168,032 $14.47 35
2014 Q1 3,133,866 $44,408,427 +$267,517 $14.17 32
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