Security key
6706EW100
Nuveen S&P 500 Dynamic Overwrite Fund - Common (SPXX)
CUSIP: 6706EW100
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common
- Total 13F shares
- 42,987,026
- Total 13F value
- $691,039,803
- Share change
- +39,207,972
- SEC-reported price per share
- $16.07
- Number of holders
- 226
- Value change
- +$630,272,591
- Number of buys
- 221
- Number of sells
- 4
- Shares outstanding
- 137,551,818
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2026
Institutions
226
Top holders
10
SPXX full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 2025
Nuveen S&P 500 Dynamic Overwrite Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 6706EW100
Recent filing periods:
Ownership snapshot
Top reported holders of SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
13F
Lead comparable stake: 7.8%
13D/G row: MORGAN STANLEY
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 7.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
MORGAN STANLEY
7.8%
FIRST TRUST PORTFOLIOS LP
2.4%
WELLS FARGO & COMPANY/MN
0.51%
UBS Group AG
0.28%
LPL Financial LLC
0.26%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13D/G
13F
Company
|
7.8%
|
$185,377,726
10,765,257 shares
|
$0 | 31 Mar 2026 |
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
2.4%
|
$57,920,320
3,328,754 shares
|
$0 | 31 Mar 2026 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.51%
|
$12,641,881
700,770 shares
|
— | 31 Dec 2025 |
| UBS Group AG |
13F
Company
|
0.28%
|
$7,022,972
389,300 shares
|
— | 31 Dec 2025 |
| LPL Financial LLC |
13F
Company
|
0.26%
|
$6,434,310
356,669 shares
|
— | 31 Dec 2025 |
| Invesco Ltd. |
13F
Company
|
0.25%
|
$6,280,734
348,156 shares
|
— | 31 Dec 2025 |
How to read this table
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.
13F holder rows
Institutional holders as of Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
226
Shares
42,987,026
Rows available
226
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
60
Q1 2026 holders
226
Holder diff
166
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend