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Disclosery

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

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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
MORGAN STANLEYin group MORGAN STANLEY12,227,809$197M0.01%+11,997,08513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,626,954$42.2M0.01%+1,926,18413F-HR/ATimelineGroup
LPL Financial LLC1,974,296$31.7M0.01%+1,617,62713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,946,994$31.3M<0.01%+1,598,83813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,884,362$30.3M+1,495,062Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,836,213$29.5M0.01%+1,489,06713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,621,647$26.1M0.04%+1,583,68013F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,537,423$24.7M0.79%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,326,539$21.3M<0.01%+1,251,90913F-HRTimelineGroup
Advisors Asset Management, Inc.1,194,048$19.2M0.32%+1,138,83013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,049,466$16.9M0.13%+864,33813F-HRTimelineGroup
Cambridge Investment Research Advisors,…593,941$9.54M0.02%+480,96213F-HRTimeline
HighTower Advisors, LLC592,916$9.53M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.590,763$9.49M0.01%+440,26413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC549,588$8.83M0.14%+548,81013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA528,707$8.5M<0.01%+454,48313F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC430,433$6.92M0.81%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC430,893$6.91M<0.01%+390,54113F-HR/ATimelineGroup
Shaker Financial Services, LLC407,322$6.55M2.28%new13F-HRTimeline
Twelve Points Wealth Management LLC325,501$5.23M1.15%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP324,292$5.21M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC287,314$4.62M0.01%+276,58113F-HRTimeline
Capital Investment Advisors, LLC285,535$4.59M0.07%new13F-HR/ATimeline
Cetera Investment Advisers262,227$4.21M<0.01%+234,80013F-HRTimeline
Independent Advisor Alliance247,485$3.98M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC246,272$3.96M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC245,116$3.94M0.01%+220,62613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding224,124$3.6M+220,234Timeline
Hennion & Walsh Asset Management, Inc.210,579$3.38M0.11%+195,88913F-HRTimeline
&PARTNERS208,680$3.35M0.02%new13F-HRTimeline
MONECO ADVISORS, LLC203,365$3.27M0.25%new13F-HRTimeline
Quarry LP201,584$3.24M0.65%new13F-HRTimeline
Sage Capital Management, LLC197,501$3.17M1.49%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC181,127$2.91M0.02%new13F-HRTimelineGroup
Shulman DeMeo Asset Management LLC157,720$2.53M0.54%+111,59213F-HRTimeline
Altium Capital Management LLC157,395$2.53M6.02%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.149,092$2.4M0.81%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP141,506$2.27M<0.01%+113,79013F-HRTimelineGroup
Advisory Advocates, LLC136,490$2.19M2.24%new13F-HRTimeline
NewEdge Advisors, LLC135,662$2.18M0.01%+133,01913F-HR/ATimeline
Ionic Capital Management LLC130,987$2.1M1.77%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC130,912$2.1M0.53%+59,73113F-HRTimeline
Bulldog Investors, LLP125,415$2.02M0.45%new13F-HRTimeline
1607 Capital Partners, LLC118,391$1.9M0.14%+104,06013F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV109,192$1.9M0.43%new13F-HRTimeline
PMG Family Office LLC111,427$1.81M2.02%+66,55013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth108,914$1.75M<0.01%new13F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC99,335$1.6M0.08%new13F-HRTimeline
Prospera Financial Services Inc98,953$1.59M0.03%new13F-HRTimeline
TPG Advisors LLC98,917$1.59M0.99%new13F-HRTimeline
Cypress Capital Management LLC (WY)94,482$1.52M1.4%new13F-HRTimeline
Private Advisor Group, LLC92,005$1.48M0.01%+60,64913F-HRTimeline
D.A. DAVIDSON & CO.91,536$1.47M0.01%new13F-HRTimeline
Richmond Investment Services, LLC89,052$1.43M0.23%new13F-HRTimeline
Almitas Capital LLC88,552$1.42M0.32%new13F-HRTimeline
MML INVESTORS SERVICES, LLC85,582$1.38M<0.01%new13F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.85,297$1.37M1.31%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC80,204$1.29M0.19%+80,00413F-HRTimeline
Integrated Wealth Concepts LLC74,952$1.2M0.01%new13F-HRTimeline
Moors & Cabot, Inc.74,395$1.2M0.05%+64,26413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC68,250$1.1M0.14%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC66,611$1.07M0.54%new13F-HRTimeline
DAVENPORT & Co LLC66,309$1.07M0.01%+12,92313F-HRTimeline
Tyche Wealth Partners LLC64,783$1.04M0.16%+19,77913F-HRTimeline
Allworth Financial LP63,048$1.01M<0.01%+43,75813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,930$979K<0.01%+42,47113F-HRTimelineGroup
High Point Wealth Management, LLC60,031$965K0.93%+34,97913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…57,379$922K0.75%new13F-HRTimeline
GatePass Capital, LLC52,563$845K0.41%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,163$838K<0.01%+46,41013F-HRTimelineGroup
Logan Stone Capital, LLC51,308$825K0.23%+40,38413F-HRTimeline
Patriot Financial Group Insurance Agenc…51,232$823K0.05%new13F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC50,462$811K0.3%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,384$810K<0.01%new13F-HRTimelineGroup
Leo Wealth, LLC49,854$801K0.06%new13F-HRTimeline
Dynamic Advisor Solutions LLC49,651$798K0.03%new13F-HRTimeline
Compound Planning, Inc.49,590$797K0.02%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC47,702$767K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,544$748K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…45,572$732K<0.01%+43,84713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,100$725K<0.01%+44,10013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,639$717K0.04%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,841$705K<0.01%new13F-HRTimelineGroup
Alteri Wealth LLC42,941$690K0.22%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42,076$686K0.05%new13F-HRTimeline
Venture Visionary Partners LLC41,704$670K0.02%new13F-HRTimeline
World Investment Advisors40,816$656K0.01%new13F-HRTimeline
Western Wealth Management, LLC40,499$651K0.02%+6,28613F-HR/ATimeline
CHOREO, LLC40,321$648K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,084$645K+21,865Timeline
Patten Group, Inc.39,918$641K0.11%new13F-HRTimeline
UMB Bank, n.a.39,827$640K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc38,104$612K0.01%+9,16413F-HRTimeline
Farther Finance Advisors, LLC36,321$592K0.01%+34,75313F-HRTimeline
LANARK FINANCIAL, INC.36,787$591K0.04%new13F-HRTimeline
WEDBUSH SECURITIES INC36,510$587K0.02%+26,14713F-HRTimeline
Investment Partners Asset Management, I…36,350$584K0.36%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,051$579K0.02%new13F-HRTimelineGroup
Summit Financial, LLC35,965$579K0.01%new13F-HRTimeline
Focused Wealth Management, Inc35,071$564K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,633$557K<0.01%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.34,434$553K0.37%new13F-HRTimeline
Sanctuary Advisors, LLC32,937$529K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.32,861$528K0.14%new13F-HRTimeline
DECISION INVESTMENTS, INC32,747$526K0.6%+22,47713F-HRTimeline
Pflug Koory, LLC32,688$525K0.24%new13F-HRTimeline
Closed-End Fund Advisors, Inc.32,232$518K0.53%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,874$512K0.05%new13F-HRTimelineGroup
Quantedge Capital Pte Ltd30,576$491K0.27%new13F-HRTimeline
Waverly Advisors, LLC29,685$477K<0.01%new13F-HRTimeline
COMMONS CAPITAL, LLC29,548$475K0.4%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC28,801$463K0.03%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.28,336$455K0.07%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.26,871$432K0.14%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC25,980$417K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.25,753$414K0.04%new13F-HRTimeline
Pointe Capital Management LLC24,307$391K0.19%new13F-HRTimeline
Creative Planningin group Creative Planning23,963$385K<0.01%new13F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC22,531$362K0.22%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,157$324K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,092$323K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.19,171$313K0.02%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,453$313K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,246$309K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd18,995$305K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,779$302K<0.01%new13F-HRTimelineGroup
Palogic Value Management, L.P.17,944$288K0.13%new13F-HRTimeline
CoreCap Advisors, LLC17,267$277K0.01%new13F-HRTimeline
Kovack Advisors, Inc.16,386$267K0.01%new13F-HRTimeline
WEALTH EFFECTS LLC16,426$264K0.09%new13F-HRTimeline
Armor Investment Advisors, LLC16,343$263K0.09%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,295$262K0.01%+2,67013F-HRTimeline
Maltin Wealth Management, Inc.16,102$259K0.1%new13F-HRTimeline
PKS Advisory Services, LLC15,637$251K0.06%new13F-HRTimeline
Procyon Advisors, LLC15,609$251K0.01%new13F-HRTimeline
Aviance Capital Partners, LLC15,511$249K0.03%+2,73713F-HRTimeline
Triumph Capital Management15,215$245K0.05%new13F-HRTimeline
Apriem Advisors15,087$242K0.02%new13F-HRTimeline
Bay Capital Advisors, LLC14,929$240K0.15%new13F-HRTimeline
Kingsview Wealth Management, LLC14,907$240K<0.01%new13F-HRTimeline
CSS LLC/IL14,886$239K0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC14,845$239K0.17%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…14,388$231K0.16%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC14,207$228K0.02%new13F-HRTimeline
Blue Trust, Inc.14,058$226K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,045$226K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,954$224K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC13,953$224K<0.01%+3,36813F-HRTimeline
PINNACLE ASSOCIATES LTD13,889$223K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,832$222K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC13,820$222K<0.01%new13F-HRTimeline
Apella Capital, LLC12,624$220K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,496$217K<0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK13,283$213K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,493$204K<0.01%new13F-HRTimelineGroup
Kapstone Financial Advisors LLC12,605$203K0.1%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC12,341$198K0.09%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC11,929$192K0.07%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…11,560$186K<0.01%new13F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC11,381$183K0.04%new13F-HRTimelineGroup
NWF Advisory Services Inc.11,216$180K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC10,594$170K0.03%new13F-HRTimeline
Centurion Wealth Management LLC10,343$166K0.04%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,116$163K<0.01%new13F-HR/ATimeline
Axiom Investment Management LLC10,069$162K0.12%13F-HRTimeline
CWM, LLCin group CWM, LLC8,588$138K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT7,228$116K<0.01%new13F-HRTimeline
PFS Partners, LLC7,000$112K0.05%new13F-HRTimeline
Cornerstone Financial Management LLC6,717$108K0.1%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.6,376$102K0.03%new13F-HRTimeline
EASTERN BANK6,331$102K<0.01%new13F-HRTimeline
Larson Financial Group LLC5,341$85.8K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,015$80.6K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…4,599$73.9K0.04%+4,05713F-HRTimeline
BAYBAN4,198$67.5K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,198$67.5K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners4,067$65.4K<0.01%+3,56713F-HRTimeline
Advisory Services Network, LLC3,878$62.3K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,151$50.6K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,036$48.8K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,896$46.5K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,852$45.8K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,525$40.6K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,518$40.5K0.01%new13F-HRTimeline
SIGNATUREFD, LLC2,108$33.9K<0.01%new13F-HRTimeline
North Star Investment Management Corp.2,000$32.1K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC2,000$32K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,780$28.6K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,773$28.5K<0.01%new13F-HRTimelineGroup
Kilter Group LLC1,634$26.3K0.01%new13F-HRTimeline
Crews Bank & Trust1,550$24.9K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,511$24.3K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,423$22.9K<0.01%new13F-HRTimeline
WPG Advisers, LLC1,408$22.6K0.02%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,142$18.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,000$16.1K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC840$13.5K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.840$13.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC677$11K<0.01%+9613F-HRTimeline
ROTHSCHILD INVESTMENT LLC581$9.34K<0.01%new13F-HRTimeline