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Disclosery

SPXX NUVEEN S&P 500 DYNAMIC OVERW

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CEF (common), issuer CIK 1338561

228 managers (231 13F filers) reported a position in SPXX shares at 2026-06-30, 43,593,201 shares in all. 22 filers opened a position and 19 filers sold out during the quarter.

Managers
228
13F filers
231
New
22
Added
63
Reduced
92
Sold out
19
Shares held by filers
43,593,201

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY12,472,863$232M0.01%+245,05413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,440,231$45.5M0.01%-186,72313F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,368,022$44.1M1.35%+830,59913F-HRTimelineGroup
LPL Financial LLC1,997,074$37.2M0.01%+22,77813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,987,730$37.1M<0.01%+40,73613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,951,647$36.4M0.06%+330,00013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,810,150$33.7M-74,212Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,786,820$33.3M0.01%-49,39313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,297,471$24.2M<0.01%-29,06813F-HRTimelineGroup
Advisors Asset Management, Inc.1,233,884$23M0.35%+39,83613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC937,141$17.5M0.11%-112,32513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.600,563$11.2M0.01%+9,80013F-HRTimelineGroup
Cambridge Investment Research Advisors,…599,022$11.2M0.03%+5,08113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA450,007$8.39M<0.01%-78,70013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP436,736$8.14M0.01%+112,44413F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC421,986$7.87M0.76%-8,44713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC420,868$7.84M<0.01%-10,02513F-HRTimelineGroup
GatePass Capital, LLC369,950$6.9M2.63%+317,38713F-HRTimeline
Twelve Points Wealth Management LLC345,118$6.43M1.29%+19,61713F-HRTimeline
Almitas Capital LLC326,907$6.09M1.46%+238,35513F-HRTimeline
Capital Investment Advisors, LLC296,331$5.52M0.07%+10,79613F-HRTimeline
Janney Montgomery Scott LLC283,510$5.29M0.01%-3,80413F-HRTimeline
Shaker Financial Services, LLC257,328$4.97M1.56%-149,99413F-HRTimeline
Hennion & Walsh Asset Management, Inc.254,177$4.74M0.14%+43,59813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC242,536$4.52M0.01%-2,58013F-HRTimeline
Cetera Investment Advisers229,454$4.28M<0.01%-32,77313F-HRTimeline
Logan Stone Capital, LLC228,792$4.26M0.9%+177,48413F-HRTimeline
&PARTNERS205,568$3.83M0.02%-3,11213F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC202,473$3.77M0.05%-347,11513F-HRTimelineGroup
MONECO ADVISORS, LLC198,750$3.7M0.23%-4,61513F-HRTimeline
Bulldog Investors, LLP187,572$3.5M0.77%+62,15713F-HRTimeline
Quarry LP177,171$3.3M0.52%-24,41313F-HRTimeline
Sage Capital Management, LLC166,576$3.11M1.21%-30,92513F-HRTimeline
Altium Capital Management LLC157,395$2.93M6.18%013F-HRTimeline
1607 Capital Partners, LLC155,989$2.91M0.25%+37,59813F-HRTimeline
Shulman DeMeo Asset Management LLC151,552$2.82M0.53%-6,16813F-HRTimeline
MML INVESTORS SERVICES, LLC150,694$2.81M0.01%+65,11213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP141,506$2.64M<0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…139,466$2.6M0.17%new13F-HRTimelineGroup
NewEdge Advisors, LLC139,122$2.59M0.01%+3,46013F-HRTimeline
Advisory Advocates, LLC134,599$2.51M2.15%-1,89113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,295$2.5M<0.01%-111,97713F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC125,998$2.35M0.48%-4,91413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding118,591$2.21M-105,533Timeline
PMG Family Office LLC111,852$2.13M1.96%+42513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,088$2.11M0.01%-68,03913F-HRTimelineGroup
Cypress Capital Management LLC (WY)110,380$2.09M1.75%+15,89813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth109,643$2.04M<0.01%+72913F-HRTimelineGroup
LIGHTHOUSE FINANCIAL SERVICES INC /ADV108,498$2.02M0.43%-69413F-HRTimeline
Prospera Financial Services Inc101,811$1.9M0.03%+2,85813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC98,545$1.84M0.23%+18,34113F-HRTimeline
TPG Advisors LLC97,348$1.81M1%-1,56913F-HRTimeline
Private Advisor Group, LLC94,669$1.76M0.01%+2,66413F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.90,315$1.68M1.38%+5,01813F-HRTimeline
D.A. DAVIDSON & CO.89,622$1.67M0.01%-1,91413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…77,911$1.45M<0.01%+76,91113F-HRTimelineGroup
Integrated Wealth Concepts LLC76,502$1.43M0.01%+1,55013F-HRTimeline
Ionic Capital Management LLC76,369$1.42M1.34%-54,61813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC75,984$1.42M0.67%+9,37313F-HRTimeline
HighTower Advisors, LLC75,740$1.41M<0.01%-517,17613F-HRTimeline
Moors & Cabot, Inc.75,106$1.4M0.05%+71113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding74,168$1.37M+37,084Timeline
ASHTON THOMAS SECURITIES, LLC68,250$1.27M0.19%013F-HRTimeline
Dynamic Advisor Solutions LLC66,356$1.24M0.04%+16,70513F-HRTimeline
Patten Group, Inc.65,767$1.23M0.19%+25,84913F-HRTimeline
Allworth Financial LP65,417$1.22M0.01%+2,36913F-HRTimeline
Tyche Wealth Partners LLC64,905$1.21M0.17%+12213F-HRTimeline
DAVENPORT & Co LLC61,372$1.14M0.01%-4,93713F-HRTimeline
High Point Wealth Management, LLC60,120$1.12M0.92%+8913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…57,377$1.07M0.72%-213F-HRTimeline
Compound Planning, Inc.57,198$1.07M0.03%+7,60813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,118$1.06M<0.01%-3,81213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,824$1.04M<0.01%+11,98313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,520$979K<0.01%+35713F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC51,264$956K0.97%13F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC50,462$941K0.29%013F-HRTimeline
IMC-Chicago, LLC50,253$937K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,458$885K<0.01%+91413F-HRTimelineGroup
Richmond Investment Services, LLC46,104$859K0.27%-42,94813F-HRTimeline
Steward Partners Investment Advisory, L…44,963$838K<0.01%-60913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,113$822K0.04%-52613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd43,397$809K0.01%+24,40213F-HRTimelineGroup
Alteri Wealth LLC43,258$806K0.22%+31713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42,037$784K0.05%-3913F-HRTimeline
Venture Visionary Partners LLC41,704$777K0.02%013F-HRTimeline
Western Wealth Management, LLC40,537$756K0.02%+3813F-HRTimeline
UMB Bank, n.a.39,825$742K0.01%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,958$708K<0.01%-7,14213F-HRTimelineGroup
IFP Advisors, Inc37,904$707K0.01%-20013F-HRTimeline
WORLD EQUITY GROUP, INC.37,429$698K0.16%+4,56813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC36,822$686K<0.01%+10,84213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management36,682$684K0.02%+63113F-HRTimelineGroup
LANARK FINANCIAL, INC.36,494$680K0.05%-29313F-HRTimeline
Investment Partners Asset Management, I…36,350$678K0.38%013F-HRTimeline
Summit Financial, LLC35,913$674K0.01%-5213F-HRTimeline
CHOREO, LLC34,753$663K0.01%-5,56813F-HRTimeline
Focused Wealth Management, Inc35,071$654K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC34,848$650K0.02%-1,66213F-HRTimeline
Sanctuary Advisors, LLC34,394$641K<0.01%+1,45713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,230$619K<0.01%-1,40313F-HRTimeline
Turner Financial Group, Inc.32,791$611K0.61%13F-HRTimeline
World Investment Advisors35,955$611K0.01%-4,86113F-HRTimeline
Pflug Koory, LLC32,688$609K0.24%013F-HRTimeline
DECISION INVESTMENTS, INC32,547$607K0.55%-20013F-HRTimeline
Closed-End Fund Advisors, Inc.29,629$552K0.54%-2,60313F-HRTimeline
B. Riley Wealth Advisors, Inc.30,011$547K0.03%new13F-HRTimeline
COMMONS CAPITAL, LLC29,091$542K0.38%-45713F-HRTimeline
Waverly Advisors, LLC28,960$540K<0.01%-72513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,937$539K0.04%-2,93713F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC28,799$537K0.04%-213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.28,110$524K0.07%-22613F-HRTimeline
MGO ONE SEVEN LLC27,942$521K0.01%new13F-HRTimeline
Formidable Asset Management, LLC31,796$511K0.08%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.27,374$510K0.16%+50313F-HRTimeline
Institute for Wealth Management, LLC.25,742$480K0.04%-1113F-HRTimeline
Mariner, LLCin group Mariner, LLC25,648$478K<0.01%+6,19513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…25,466$475K0.05%-25,76613F-HRTimeline
HRT FINANCIAL LP24,278$452K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.24,062$449K0.02%+7,67613F-HRTimeline
Pointe Capital Management LLC23,747$443K0.2%-56013F-HRTimeline
INSTRUMENTAL WEALTH, LLC22,529$420K0.21%-213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,808$388K<0.01%+6,76313F-HR/ATimeline
Creative Planningin group Creative Planning20,802$388K<0.01%-3,16113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC20,088$383K<0.01%-413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC19,830$370K0.01%-32713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,764$368K<0.01%+6,26813F-HRTimelineGroup
CoreCap Advisors, LLC18,549$346K0.01%+1,28213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,528$345K<0.01%-71813F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.18,500$345K0.24%-15,93413F-HRTimeline
Palogic Value Management, L.P.17,939$334K0.12%-513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,495$326K0.01%+1,20013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC16,944$316K0.01%+2,73713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,084$307K0.01%-3,08713F-HRTimelineGroup
WEALTH EFFECTS LLC16,426$306K0.08%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC16,289$304K0.01%new13F-HRTimelineGroup
Quantedge Capital Pte Ltd16,076$300K0.23%-14,50013F-HRTimeline
Armor Investment Advisors, LLC15,650$292K0.09%-69313F-HRTimeline
Procyon Advisors, LLC15,609$291K0.01%013F-HRTimeline
Triumph Capital Management15,215$284K0.05%013F-HRTimeline
Maltin Wealth Management, Inc.15,102$282K0.09%-1,00013F-HRTimeline
Apriem Advisors15,083$281K0.02%-413F-HRTimeline
Morey & Quinn Wealth Partners, LLC14,842$277K0.18%-313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,725$274K<0.01%-32,97713F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…14,388$268K0.2%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,282$266K<0.01%+99913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,954$260K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13,953$260K<0.01%013F-HRTimeline
Aviance Capital Partners, LLC13,931$260K0.03%-1,58013F-HRTimeline
PINNACLE ASSOCIATES LTD13,883$259K<0.01%-613F-HRTimeline
Merit Financial Group, LLC13,713$256K<0.01%-10713F-HR/ATimeline
Wealth Preservation Advisors, LLC13,693$255K0.15%new13F-HRTimeline
Allied Private Wealth LLC13,717$254K0.16%13F-HRTimeline
Kingsview Wealth Management, LLC13,233$247K<0.01%-1,67413F-HRTimeline
CSS LLC/IL13,086$244K0.01%-1,80013F-HRTimeline
PKS Advisory Services, LLC12,992$242K0.04%-2,64513F-HRTimeline
Kapstone Financial Advisors LLC12,601$235K0.1%-413F-HRTimeline
Apella Capital, LLC12,624$234K<0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC12,339$230K0.09%-213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.12,332$230K<0.01%-1,50013F-HRTimeline
Global Retirement Partners, LLC12,046$225K<0.01%13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…11,560$220K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC11,755$219K0.03%+1,16113F-HRTimeline
Axiom Investment Management LLC11,306$211K0.14%+1,23713F-HRTimeline
NWF Advisory Services Inc.11,216$209K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC11,112$207K<0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,033$206K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC10,524$196K<0.01%-25,79713F-HRTimeline
Centurion Wealth Management LLC10,339$193K0.05%-413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,228$135K0.01%013F-HRTimeline
PFS Partners, LLC7,000$130K0.05%013F-HRTimeline
Cornerstone Financial Management LLC6,717$125K0.1%013F-HR/ATimeline
Geneos Wealth Management Inc.6,519$122K<0.01%+6,34713F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,376$119K0.03%013F-HRTimeline
EASTERN BANK6,331$118K<0.01%013F-HRTimeline
Larson Financial Group LLC5,341$99.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC5,319$99.1K<0.01%+3,21113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,291$98.6K<0.01%+1,09313F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.5,002$93.2K0.01%-1313F-HRTimeline
Smallwood Wealth Investment Management,…4,611$86K0.04%+1213F-HRTimeline
PRIVATE TRUST CO NA4,527$84.4K0.01%new13F-HRTimeline
BAYBAN4,198$78.3K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,177$59.2K<0.01%+1,40413F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…3,035$56.6K<0.01%-113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,896$54K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,896$54K<0.01%-1,17113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,852$53.2K<0.01%013F-HRTimeline
IFG Advisory, LLC2,594$48.4K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,525$47.1K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,396$43.6K<0.01%+2,37913F-HRTimelineGroup
Buck Wealth Strategies, LLC2,099$39.1K<0.01%new13F-HRTimeline
LifeSteps Financial, Inc.2,026$37.8K0.02%new13F-HRTimeline
North Star Investment Management Corp.2,000$37.3K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC2,000$37K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,931$34.5K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co1,780$33.2K<0.01%013F-HRTimeline
Crews Bank & Trust1,548$28.9K<0.01%-213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,511$28.2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,423$26.5K<0.01%013F-HRTimeline
WPG Advisers, LLC1,406$26.2K0.02%-213F-HRTimeline
SOA Wealth Advisors, LLC.1,142$21.3K<0.01%013F-HRTimeline