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Disclosery

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

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CEF (fund)

60 managers (60 13F filers) reported a position in XSSPX shares at 2025-12-31, 3,775,791 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
60
13F filers
60
New
14
Added
20
Reduced
11
Sold out
9
Shares held by filers
3,775,791

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN700,770$12.6M<0.01%+19,07013F-HRTimelineGroup
UBS Group AGin group UBS Group AG389,300$7.02M<0.01%-15,96613F-HRTimelineGroup
LPL Financial LLC356,669$6.43M<0.01%+44,96413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.348,156$6.28M<0.01%+38,90813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC347,146$6.26M<0.01%+1,33713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY230,724$4.16M<0.01%+8,03613F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC185,128$3.34M0.02%+71,42713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150,499$2.72M<0.01%+29,58213F-HRTimelineGroup
Cambridge Investment Research Advisors,…112,979$2.04M0.01%-12,80913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/74,630$1.35M<0.01%-2,16113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,224$1.34M<0.01%+7,74513F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC71,181$1.28M0.34%+8,49413F-HRTimeline
Advisors Asset Management, Inc.55,218$996K0.02%-6,68013F-HR/ATimeline
DAVENPORT & Co LLC53,386$963K0.01%013F-HRTimeline
Shulman DeMeo Asset Management LLC46,128$832K0.19%-60513F-HRTimeline
Tyche Wealth Partners LLC45,004$812K0.13%+21713F-HRTimeline
PMG Family Office LLC44,877$810K0.94%+24013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,352$728K<0.01%+1,95613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …37,967$685K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC34,213$617K0.03%+19,81113F-HRTimeline
Private Advisor Group, LLC31,356$566K<0.01%-6,88013F-HRTimeline
IFP Advisors, Inc28,940$522K0.01%-66013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,716$500K<0.01%+11,71913F-HRTimelineGroup
Cetera Investment Advisers27,427$495K<0.01%+5,94213F-HRTimeline
High Point Wealth Management, LLC25,052$452K0.42%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,490$442K<0.01%-9513F-HRTimeline
Allworth Financial LP19,290$348K<0.01%+313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,459$333K<0.01%+16213F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,219$274K0.01%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.14,690$265K0.01%new13F-HRTimeline
1607 Capital Partners, LLC14,331$259K0.02%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,625$246K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,496$243K<0.01%-90413F-HRTimelineGroup
Aviance Capital Partners, LLC12,774$230K0.03%+18213F-HRTimeline
Logan Stone Capital, LLC10,924$197K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC10,733$194K<0.01%-6113F-HRTimeline
Aptus Capital Advisors, LLC10,585$191K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC10,363$187K0.01%new13F-HRTimeline
DECISION INVESTMENTS, INC10,270$185K0.2%13F-HRTimeline
Moors & Cabot, Inc.10,131$183K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,753$104K<0.01%-5213F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,890$70.2K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,643$47.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,500$45.1K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.2,000$36.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,725$31.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,568$28.3K<0.01%+1,25013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$18K<0.01%013F-HRTimelineGroup
COMERICA BANK1,000$18K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC971$17.5K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC778$14K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC663$12K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC581$10.5K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…542$9.79K0.01%+2013F-HRTimeline
Arax Advisory Partners500$9.02K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC375$6.76K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO268$4.83K<0.01%new13F-HRTimelineGroup
Kentucky Trust Co240$4.33K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC200$3.61K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.172$3.1K<0.01%013F-HRTimeline