Skip to content

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

Follow

CEF (fund)

225 managers (227 13F filers) reported a position in XSSPX shares at 2026-03-31, 43,122,340 shares in all. 172 filers opened a position and 4 filers sold out during the quarter.

Managers
225
13F filers
227
New
172
Added
50
Reduced
1
Sold out
4
Shares held by filers
43,122,340

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Costello Asset Management, INC551$8.86K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC532$8.55K<0.01%+15713F-HRTimelineGroup
Imprint Wealth LLC528$8.48K0.04%new13F-HRTimeline
Key Financial Inc468$7.52K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc434$6.97K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$6.17K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC328$5.27K<0.01%new13F-HRTimeline
GoalVest Advisory LLC301$4.84K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc215$3.46K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors213$3.43K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC209$3.36K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$3.21K<0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC191$3.07K<0.01%new13F-HR/ATimeline
MAI Capital Management178$2.86K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…173$2.78K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.172$2.76K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$2.41K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC145$2.33K<0.01%new13F-HRTimeline
Abound Wealth Management126$2.02K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.96$1.54K<0.01%new13F-HRTimeline
SHP Wealth Management93$1.49K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.92$1.47K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC70$1.12K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17$269<0.01%-25113F-HR/ATimelineGroup
CENTRAL TRUST Co1,780$00%new13F-HRTimelineValue filed as zero, left out of ratios.