Security key
6706EW100
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX)
CUSIP: 6706EW100
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 138,016,115
- Total 13F shares
- 3,775,791
- Share change
- +178,309
- Total reported value
- $68,115,200
- Price per share
- $18.04
- Number of holders
- 60
- Value change
- +$3,266,118
- Number of buys
- 34
- Number of sells
- 20
Report period
Q4 2025
Institutions
60
Top holders
10
SPXX full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Nuveen S&P 500 Dynamic Overwrite Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 6706EW100
Recent filing periods:
Top shareholders of SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.49%
|
681,700
|
$11,922,939 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.29%
|
405,266
|
$7,088,102 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.25%
|
345,809
|
$6,048,212 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.23%
|
311,705
|
$5,451,718 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.22%
|
309,248
|
$5,408,748 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.16%
|
222,688
|
$3,894,823 | — | 30 Sep 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.09%
|
125,788
|
$2,200,000 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.09%
|
120,917
|
$2,114,173 | — | 30 Sep 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.08%
|
113,701
|
$1,988,631 | — | 30 Sep 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.06%
|
85,118
|
$1,517,513 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
76,791
|
$1,343,068 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
66,479
|
$1,163,000 | — | 30 Sep 2025 | |
| FORTEM FINANCIAL GROUP, LLC |
13F
|
Company |
0.05%
|
62,687
|
$1,096,396 | — | 30 Sep 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.04%
|
61,898
|
$1,082,596 | — | 30 Sep 2025 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.04%
|
53,386
|
$933,721 | — | 30 Sep 2025 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.03%
|
46,733
|
$817,360 | — | 30 Sep 2025 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.03%
|
44,787
|
$783,323 | — | 30 Sep 2025 | |
| PMG Family Office LLC |
13F
|
Company |
0.03%
|
44,637
|
$795,715 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
38,396
|
$671,541 | — | 30 Sep 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.03%
|
38,236
|
$668,755 | — | 30 Sep 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0.02%
|
29,600
|
$517,704 | — | 30 Sep 2025 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
0.02%
|
26,090
|
$456,314 | — | 30 Sep 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.02%
|
24,585
|
$430,000 | — | 30 Sep 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.02%
|
21,485
|
$375,783 | — | 30 Sep 2025 | |
| Allworth Financial LP |
13F
|
Company |
0.01%
|
19,287
|
$337,330 | — | 30 Sep 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.01%
|
18,297
|
$320,019 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.01%
|
15,997
|
$279,788 | — | 30 Sep 2025 | |
| Diversify Advisory Services, LLC |
13F
|
Company |
0.01%
|
15,219
|
$269,072 | — | 30 Sep 2025 | |
| Western Wealth Management, LLC |
13F
|
Company |
0.01%
|
14,402
|
$251,894 | — | 30 Sep 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.01%
|
14,400
|
$251,856 | — | 30 Sep 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.01%
|
14,331
|
$250,649 | — | 30 Sep 2025 | |
| KINGSWOOD WEALTH ADVISORS, LLC |
13F
|
Company |
0.01%
|
13,625
|
$238,301 | — | 30 Sep 2025 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.01%
|
12,592
|
$220,238 | — | 30 Sep 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.01%
|
12,400
|
$216,876 | — | 30 Sep 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.01%
|
10,794
|
$189,000 | — | 30 Sep 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.01%
|
10,585
|
$185,132 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.01%
|
10,011
|
$175,092 | — | 30 Sep 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
5,805
|
$101,529 | — | 30 Sep 2025 | |
| PRINCIPAL SECURITIES, INC. |
13F
|
Company |
0%
|
3,755
|
$65,675 | — | 30 Sep 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
2,643
|
$46,226 | — | 30 Sep 2025 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
2,000
|
$34,980 | — | 30 Sep 2025 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0%
|
2,000
|
$34,000 | — | 30 Sep 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
1,725
|
$30,170 | — | 30 Sep 2025 | |
| COMERICA BANK |
13F
|
Company |
0%
|
1,000
|
$17,490 | — | 30 Sep 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
1,000
|
$17,490 | — | 30 Sep 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0%
|
800
|
$13,992 | — | 30 Sep 2025 | |
| Smallwood Wealth Investment Management, LLC |
13F
|
Company |
0%
|
522
|
$9,145 | — | 30 Sep 2025 | |
| ST GERMAIN D J CO INC |
13F
|
Company |
0%
|
375
|
$6,559 | — | 30 Sep 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0%
|
318
|
$5,562 | — | 30 Sep 2025 | |
| Kentucky Trust Co |
13F
|
Company |
0%
|
240
|
$4,198 | — | 30 Sep 2025 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) as of Q4 2025
As of 31 Dec 2025,
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,775,791 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS Group AG, LPL Financial LLC, Invesco Ltd., RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, OSAIC HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
60
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
53
Q4 2025 holders
60
Holder diff
7
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.