Vault-13

NUVEEN S&P 500 DYNAMIC OVERW XSSPX

COM · Closed-End Fund · CUSIP 6706EW100

228 institutional holders +168 vs Q4 2025
43,122,12843.1m shares reported held*
$693.2mreported value*
172 new 50 added 1 reduced 4 sold out net bought ≈ $631.6m (+39.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.08.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 46Q4 22: 47Q1 23: 48Q2 23: 49Q3 23: 52Q4 23: 54Q1 24: 53Q2 24: 54Q3 24: 51Q4 24: 50Q1 25: 52Q2 25: 51Q3 25: 53Q4 25: 60Q1 26: 228228Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202246
Q4 202247
Q1 202348
Q2 202349
Q3 202352
Q4 202354
Q1 202453
Q2 202454
Q3 202451
Q4 202450
Q1 202552
Q2 202551
Q3 202553
Q4 202560
Q1 2026228

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 16 bought or addedQ2 24: 25 cut or sold outQ3 24: 25 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 16 bought or addedQ4 24: 23 cut or sold outQ1 25: 18 bought or addedQ1 25: 19 cut or sold outQ1 25Q2 25: 22 bought or addedQ2 25: 21 cut or sold outQ3 25: 22 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 34 bought or addedQ4 25: 20 cut or sold outQ1 26: 222 bought or addedQ1 26: 5 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241625
Q3 20242517
Q4 20241623
Q1 20251819
Q2 20252221
Q3 20252219
Q4 20253420
Q1 20262225

Biggest buyers

MORGAN STANLEY Added +11,997,085+12.0m
WELLS FARGO & COMPANY/MN Added +1,926,184+1.9m
LPL Financial LLC Added +1,617,627+1.6m
Invesco Ltd. Added +1,598,838+1.6m
Allspring Global Investments Holdings, LLC Added +1,583,680+1.6m
Saba Capital Management, L.P. New +1,537,423+1.5m
UBS Group AG Added +1,494,850+1.5m
RAYMOND JAMES FINANCIAL INC Added +1,489,067+1.5m
BANK OF AMERICA CORP /DE/ Added +1,251,909+1.3m
Advisors Asset Management, Inc. Added +1,138,830+1.1m

Biggest sellers

Diversify Advisory Services, LLC Sold out -15,219-15.2k
FLAGSHIP HARBOR ADVISORS, LLC Sold out -971-971
SageView Advisory Group, LLC Sold out -663-663
JPMORGAN CHASE & CO Reduced -251-251
Kentucky Trust Co Sold out -240-240

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Raymond James Financial Services Advisors, Inc. 13G · institution new · filed 2026-04-07 8.2% new 1.4m≈ $26.0m 2026-04-07
MORGAN STANLEY 13G · institution new · filed 2026-05-12 7.8% new 10.8m≈ $200.7m 2026-05-12

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (2.4%, 2026-04-30)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 12,227,80912.2m $196.5m $196.5m 0.01% Added +12.0m +11,997,085
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,626,9542.6m $42.2m $42.2m 0.01% Added +1.9m +1,926,184
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,974,2962.0m $31.7m $31.7m 0.01% Added +1.6m +1,617,627
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,946,9941.9m $31.3m $31.3m 0.00% Added +1.6m +1,598,838
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,884,1501.9m $30.3m $30.3m 0.01% Added +1.5m +1,494,850
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,836,2131.8m $29.5m $29.5m 0.01% Added +1.5m +1,489,067
7 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 1,621,6471.6m $26.1m $26.1m 0.04% Added +1.6m +1,583,680
8 Saba Capital Management, L.P. 0.79% of their portfolio NEW YORK, NY 1,537,4231.5m $24.7m $24.7m 0.79% New
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,326,5391.3m $21.3m $21.3m 0.00% Added +1.3m +1,251,909
10 Advisors Asset Management, Inc. 0.32% of their portfolio Monument, CO 1,194,0481.2m $19.2m $19.2m 0.32% Added +1.1m +1,138,830
11 GUGGENHEIM CAPITAL LLC 0.13% of their portfolio CHICAGO, IL 1,049,4661.0m $16.9m $16.9m 0.13% Added +864.3k +864,338
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 593,941593.9k $9.5m $9.5m 0.02% Added +481.0k +480,962
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 592,916592.9k $9.5m $9.5m 0.01% New
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 590,763590.8k $9.5m $9.5m 0.01% Added +440.3k +440,264
15 WOLVERINE ASSET MANAGEMENT LLC 0.14% of their portfolio CHICAGO, IL 549,588549.6k $8.8m $8.8m 0.14% Added +548.8k +548,810
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 528,707528.7k $8.5m $8.5m 0.00% Added +454.5k +454,483
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 430,893430.9k $6.9m $6.9m 0.00% Added +390.5k +390,541
18 ABSOLUTE INVESTMENT ADVISERS, LLC 0.81% of their portfolio ROSEMARY BEACH, FL 430,433430.4k $6.9m $6.9m 0.81% New
19 Shaker Financial Services, LLC 2.28% of their portfolio Arlington, VA 407,322407.3k $6.5m $6.5m 2.28% New
20 Twelve Points Wealth Management LLC 1.15% of their portfolio CONCORD, MA 325,501325.5k $5.2m $5.2m 1.15% New
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 324,292324.3k $5.2m $5.2m 0.00% New
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 287,314287.3k $4.6m $4.6m 0.01% Added +276.6k +276,581
23 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 285,535285.5k $4.6m $4.6m 0.07% New
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 262,227262.2k $4.2m $4.2m 0.00% Added +234.8k +234,800
25 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 247,485247.5k $4.0m $4.0m 0.04% New
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 246,272246.3k $4.0m $4.0m 0.00% New
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 245,116245.1k $3.9m $3.9m 0.01% Added +220.6k +220,626
28 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 210,579210.6k $3.4m $3.4m 0.11% Added +195.9k +195,889
29 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 209,707209.7k $3.4m $3.4m 0.01% Added +205.8k +205,817
30 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 208,680208.7k $3.4m $3.4m 0.02% New
31 MONECO ADVISORS, LLC 0.25% of their portfolio FAIRFIELD, CT 203,365203.4k $3.3m $3.3m 0.25% New
32 Quarry LP 0.65% of their portfolio NEW YORK, NY 201,584201.6k $3.2m $3.2m 0.65% New
33 Sage Capital Management, LLC 1.49% of their portfolio Stockton, NJ 197,501197.5k $3.2m $3.2m 1.49% New
34 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 181,127181.1k $2.9m $2.9m 0.02% New
35 Shulman DeMeo Asset Management LLC 0.54% of their portfolio LAKE SUCCESS, NY 157,720157.7k $2.5m $2.5m 0.54% Added +111.6k +111,592
36 Altium Capital Management LLC 6.02% of their portfolio NEW YORK, NY 157,395157.4k $2.5m $2.5m 6.02% New
37 Thomas J. Herzfeld Advisors, Inc. 0.81% of their portfolio MIAMI BEACH, FL 149,092149.1k $2.4m $2.4m 0.81% New
38 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 141,506141.5k $2.3m $2.3m 0.00% Added +113.8k +113,790
39 Advisory Advocates, LLC 2.24% of their portfolio GRAND RAPIDS, MI 136,490136.5k $2.2m $2.2m 2.24% New
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 135,662135.7k $2.2m $2.2m 0.01% Added +133.0k +133,019
41 Ionic Capital Management LLC 1.77% of their portfolio NEW YORK, NY 130,987131.0k $2.1m $2.1m 1.77% New
42 FORTEM FINANCIAL GROUP, LLC 0.53% of their portfolio PALM DESERT, CA 130,912130.9k $2.1m $2.1m 0.53% Added +59.7k +59,731
43 Bulldog Investors, LLP 0.45% of their portfolio SADDLE BROOK, NJ 125,415125.4k $2.0m $2.0m 0.45% New
44 1607 Capital Partners, LLC 0.14% of their portfolio Richmond, VA 118,391118.4k $1.9m $1.9m 0.14% Added +104.1k +104,060
45 PMG Family Office LLC 2.02% of their portfolio PLANO, TX 111,427111.4k $1.8m $1.8m 2.02% Added +66.5k +66,550
46 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 0.43% of their portfolio BREA, CA 109,192109.2k $1.9m $1.9m 0.43% New
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 108,914108.9k $1.8m $1.8m 0.00% New
48 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.08% of their portfolio WEST PALM BEACH, FL 99,33599.3k $1.6m $1.6m 0.08% New
49 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 98,95399.0k $1.6m $1.6m 0.03% New
50 TPG Advisors LLC 0.99% of their portfolio NORTHFIELD, IL 98,91798.9k $1.6m $1.6m 0.99% New
51 Cypress Capital Management LLC (WY) 1.40% of their portfolio SHERIDAN, WY 94,48294.5k $1.5m $1.5m 1.40% New
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 92,00592.0k $1.5m $1.5m 0.01% Added +60.6k +60,649
53 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 91,53691.5k $1.5m $1.5m 0.01% New
54 Richmond Investment Services, LLC 0.23% of their portfolio Mequon, WI 89,05289.1k $1.4m $1.4m 0.23% New
55 Almitas Capital LLC 0.32% of their portfolio SANTA MONICA, CA 88,55288.6k $1.4m $1.4m 0.32% New
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 85,58285.6k $1.4m $1.4m 0.00% New
57 FORTERIS WEALTH MANAGEMENT INC. 1.31% of their portfolio ARMONK, NY 85,29785.3k $1.4m $1.4m 1.31% New
58 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.19% of their portfolio BLUE BELL, PA 80,20480.2k $1.3m $1.3m 0.19% Added +80.0k +80,004
59 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 74,95275.0k $1.2m $1.2m 0.01% New
60 Moors & Cabot, Inc. 0.05% of their portfolio BOSTON, MA 74,39574.4k $1.2m $1.2m 0.05% Added +64.3k +64,264
61 ASHTON THOMAS SECURITIES, LLC 0.14% of their portfolio ROCHESTER, NY 68,25068.2k $1.1m $1.1m 0.14% New
62 ISLAY CAPITAL MANAGEMENT, LLC 0.54% of their portfolio Lubbock, TX 66,61166.6k $1.1m $1.1m 0.54% New
63 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 66,30966.3k $1.1m $1.1m 0.01% Added +12.9k +12,923
64 Tyche Wealth Partners LLC 0.16% of their portfolio PLANO, TX 64,78364.8k $1.0m $1.0m 0.16% Added +19.8k +19,779
65 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 63,04863.0k $1.0m $1.0m 0.00% Added +43.8k +43,758
66 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 60,93060.9k $979.1k $979.1k 0.00% Added +42.5k +42,471
67 High Point Wealth Management, LLC 0.93% of their portfolio CHESTER, NJ 60,03160.0k $964.7k $964.7k 0.93% Added +35.0k +34,979
68 Blake Schutter Theil Wealth Advisors, LLC 0.75% of their portfolio DAYTON, OH 57,37957.4k $922.1k $922.1k 0.75% New
69 GatePass Capital, LLC 0.41% of their portfolio INDEPENDENCE, OH 52,56352.6k $844.7k $844.7k 0.41% New
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 52,16352.2k $838.3k $838.3k 0.00% Added +46.4k +46,410
71 Logan Stone Capital, LLC 0.23% of their portfolio CHICAGO, IL 51,30851.3k $824.5k $824.5k 0.23% Added +40.4k +40,384
72 Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio Westborough, MA 51,23251.2k $823.3k $823.3k 0.05% New
73 SIMS INVESTMENT MANAGEMENT, LLC 0.30% of their portfolio CINCINNATI, OH 50,46250.5k $810.9k $810.9k 0.30% New
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,38450.4k $809.7k $809.7k 0.00% New
75 Leo Wealth, LLC 0.06% of their portfolio HURST, TX 49,85449.9k $801.2k $801.2k 0.06% New
76 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 49,65149.7k $797.9k $797.9k 0.03% New
77 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 49,59049.6k $796.9k $796.9k 0.02% New
78 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 47,70247.7k $766.6k $766.6k 0.00% New
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 46,54446.5k $748.0k $748.0k 0.00% New
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 45,57245.6k $732.3k $732.3k 0.00% Added +43.8k +43,847
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 45,10045.1k $724.8k $724.8k 0.00% Added +44.1k +44,100
82 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 44,63944.6k $717.3k $717.3k 0.04% New
83 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 43,84143.8k $704.5k $704.5k 0.00% New
84 Alteri Wealth LLC 0.22% of their portfolio WESTLAKE VILLAGE, CA 42,94142.9k $690.1k $690.1k 0.22% New
85 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 42,07642.1k $685.8k $685.8k 0.05% New
86 Venture Visionary Partners LLC 0.02% of their portfolio Sylvania, OH 41,70441.7k $670.2k $670.2k 0.02% New
87 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 40,81640.8k $655.9k $655.9k 0.01% New
88 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 40,49940.5k $650.8k $650.8k 0.02% Added +6.3k +6,286
89 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 40,32140.3k $648.2k $648.2k 0.01% New
90 Patten Group, Inc. 0.11% of their portfolio CHATTANOOGA, TN 39,91839.9k $641.5k $641.5k 0.11% New
91 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 39,82739.8k $640.0k $640.0k 0.01% Not comparable
92 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 38,10438.1k $612.3k $612.3k 0.01% Added +9.2k +9,164
93 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 37,08437.1k $645.3k $645.3k 0.01% New
94 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 36,78736.8k $591.2k $591.2k 0.04% New
95 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 36,51036.5k $587.0k $587.0k 0.02% Added +26.1k +26,147
96 Investment Partners Asset Management, Inc. 0.36% of their portfolio METUCHEN, NJ 36,35036.4k $584.1k $584.1k 0.36% New
97 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 36,32136.3k $592.0k $592.0k 0.01% Added +34.8k +34,753
98 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 36,05136.1k $579.3k $579.3k 0.02% New
99 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 35,96536.0k $579.3k $579.3k 0.01% New
100 Focused Wealth Management, Inc 0.06% of their portfolio Newburgh, NY 35,07135.1k $563.6k $563.6k 0.06% New