Who Owns Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX)?Hedge Fund & Institutional Holders

$27.27-0.73 (-2.61%)TechnologyNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.328653000210002e+191T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$20.94$22.86$24.78$26.70$28.62Sep 24Jun 25Mar 26

QQQX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allspring Global Investments Holdings, LLCNew Position+557K+$15.9M
Penserra Capital Management LLCNew Position+268K+$7.0M
Janney Montgomery Scott LLCNew Position+234K+$6.0M
Shaker Financial Services, LLCNew Position+204K+$5.8M
Cypress Capital Management LLC (WY)New Position+163K+$4.6M
D.A. DAVIDSON & CO.New Position+92K+$2.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+76K+$2.0M
MONECO ADVISORS, LLCNew Position+62K+$1.8M
Sanctuary Advisors, LLCNew Position+57K+$1.4M
SCHNIEDERS CAPITAL MANAGEMENT, LLC.New Position+48K+$1.4M
High Point Wealth Management, LLCNew Position+40K+$1.1M
READYSTATE ASSET MANAGEMENT LPNew Position+30K+$864K
WOLVERINE ASSET MANAGEMENT LLCNew Position+29K+$834K
PFG Investments, LLCNew Position+26K+$739K
Huntleigh Advisors, Inc.New Position+22K+$631K

QQQX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-1.7M-$47.3B
Invesco Ltd.Decreased-32K-$23.2B
UBS Group AGDecreased-22K-$20.5B
1607 Capital Partners, LLCDecreased-10K-$14.4B
RAYMOND JAMES FINANCIAL INCDecreased-4K-$11.2B
AMERIPRISE FINANCIAL INCDecreased-4K-$5.7B
Cornerstone Advisors, LLCClosed Position-202K-$5.5B
Polar Asset Management Partners Inc.Closed Position-193K-$5.3B
FLAGSHIP HARBOR ADVISORS, LLCClosed Position-200K-$5.0B
TWO SIGMA INVESTMENTS, LPDecreased-18K-$3.0B
Ionic Capital Management LLCDecreased-7K-$1.9B
NewEdge Advisors, LLCDecreased-1K-$1.3B
Dakota Wealth ManagementDecreased-325-$1.0B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-50-$740.4M
CAPTRUST FINANCIAL ADVISORSDecreased-1K-$421.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc2,219$63.3M0.01%Share
2MORGAN STANLEY1,863,246$53.0M0.00%Share
3ROYAL BANK OF CANADA739,878$21.0M0.00%Share
4UBS Group AG707,256$20.2M0.00%Share
5WELLS FARGO & COMPANY/MN723,250$20.0M0.00%Share
6Invesco Ltd.650,899$18.6M0.00%Share
7LPL Financial LLC584,905$16.0M0.00%Share
8Allspring Global Investments Holdings, LLC557,308$15.9M0.03%Share
9GUGGENHEIM CAPITAL LLC526,106$15.0M0.11%Share
101607 Capital Partners, LLC513,820$14.7M1.00%Share
11WELLS FARGO & COMPANY/MN517,123$14.0M0.00%Share
12BANK OF AMERICA CORP /DE/360,872$10.0M0.00%Share
13Penserra Capital Management LLC267,683$7.0M0.08%Share
14HighTower Advisors, LLC265,131$7.0M0.01%Share
15RAYMOND JAMES FINANCIAL INC232,883$6.0M0.00%Share
16Janney Montgomery Scott LLC233,889$6.0M0.01%Share
17Shaker Financial Services, LLC203,750$5.8M1.84%Share
18Advisors Asset Management, Inc.195,036$5.0M0.08%Share
19OSAIC HOLDINGS, INC.197,529$5.0M0.01%Share
20AMERIPRISE FINANCIAL INC202,431$5.0M0.00%Share
21Cypress Capital Management LLC (WY)162,599$4.6M4.31%Share
22Invesco Ltd.162,098$4.6M0.00%Share
23RAYMOND JAMES FINANCIAL INC169,214$4.0M0.00%Share
24Arete Wealth Advisors, LLC128,349$3.7M0.22%Share
25MORGAN STANLEY135,140$3.0M0.00%Share
26D.A. DAVIDSON & CO.91,531$2.6M0.02%Share
27TWO SIGMA INVESTMENTS, LP93,250$2.0M0.00%Share
28COMMONWEALTH EQUITY SERVICES, LLC75,820$2.0M0.00%Share
29NBC SECURITIES, INC.66,507$1.9M0.14%Share
30MONECO ADVISORS, LLC61,976$1.8M0.14%Share
31Ionic Capital Management LLC61,842$1.8M0.22%Share
32PMG Family Office LLC59,809$1.7M1.97%Share
33AXXCESS WEALTH MANAGEMENT, LLC48,119$1.4M0.01%Share
34SCHNIEDERS CAPITAL MANAGEMENT, LLC.47,715$1.4M0.21%Share
35High Point Wealth Management, LLC39,613$1.1M1.06%Share
36Dakota Wealth Management36,435$1.0M0.02%Share
37NewEdge Advisors, LLC47,702$1.0M0.00%Share
38Cetera Investment Advisers44,973$1.0M0.00%Share
39FIRST TRUST ADVISORS LP51,336$1.0M0.00%Share
40Stratos Wealth Partners, LTD.30,348$865K0.01%Share
41READYSTATE ASSET MANAGEMENT LP30,295$864K0.04%Share
42WOLVERINE ASSET MANAGEMENT LLC29,265$834K0.01%Share
43PFG Investments, LLC25,925$739K0.03%Share
44Huntleigh Advisors, Inc.22,134$631K0.11%Share
45Alteri Wealth LLC20,759$592K0.19%Share
46Mutual Advisors, LLC18,616$530K0.01%Share
47UBS Group AG18,468$526K0.00%Share
48DAVENPORT & Co LLC17,500$499K0.00%Share
49TRUIST FINANCIAL CORP16,683$475K0.00%Share
50Hennion & Walsh Asset Management, Inc.15,670$446K0.02%Share

QQQX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025146$387.9M+63
Q3 202583$327.7B-35
Q2 2025118$283.1B-20
Q1 2025138$336.4B+9
Q4 2024129$12.2T+29
Q3 2024100$277.3T+3
Q2 202497$262.6T+5
Q1 202492$241.0T—

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As of Q4 2025, 50 institutional investors hold QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest). The largest holder is Bell Investment Advisors, Inc with $63.3M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own QQQX?

As of Q4 2025, 50 institutional investors report holding QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest) in their 13F filings.

Who is the largest institutional holder of QQQX?

The largest institutional holder of QQQX is Bell Investment Advisors, Inc with $63.3M in shares.

Is institutional ownership of QQQX increasing or decreasing?

This quarter, 15 institutions opened new positions in QQQX and 4 closed their positions.