Vault-13

NUVEEN S&P 500 DYNAMIC OVERW XSSPX

COM · Closed-End Fund · CUSIP 6706EW100

232 institutional holders +4 vs Q1 2026
44,192,01144.2m shares reported held*
$824.0mreported value*
22 new 64 added 92 reduced 19 sold out net bought ≈ $19.0m (+1.0m 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 ($4.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.65.

Trends to Q2 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: 228Q2 26: 232232Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026232

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 25 bought or addedQ3 24: 17 cut or sold outQ4 24: 16 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 19 cut or sold outQ2 25: 22 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 19 cut or sold outQ4 25: 34 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 222 bought or addedQ1 26: 5 cut or sold outQ2 26: 86 bought or addedQ2 26: 111 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242517
Q4 20241623
Q1 20251819
Q2 20252221
Q3 20252219
Q4 20253420
Q1 20262225
Q2 202686111

Biggest buyers

Saba Capital Management, L.P. Added +830,599+830.6k
Cambridge Investment Research Advisors, Inc. Added +604,103+604.1k
Allspring Global Investments Holdings, LLC Added +330,000+330.0k
GatePass Capital, LLC Added +317,387+317.4k
MORGAN STANLEY Added +245,054+245.1k
Almitas Capital LLC Added +238,355+238.4k
Logan Stone Capital, LLC Added +177,484+177.5k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +139,466+139.5k
STIFEL FINANCIAL CORP Added +112,444+112.4k
FIFTH THIRD BANCORP Added +76,911+76.9k

Biggest sellers

HighTower Advisors, LLC Reduced -517,176-517.2k
WOLVERINE ASSET MANAGEMENT LLC Reduced -347,115-347.1k
Independent Advisor Alliance Sold out -247,485-247.5k
WELLS FARGO & COMPANY/MN Reduced -186,723-186.7k
Shaker Financial Services, LLC Reduced -149,994-150.0k
Thomas J. Herzfeld Advisors, Inc. Sold out -149,092-149.1k
GUGGENHEIM CAPITAL LLC Reduced -112,325-112.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -111,977-112.0k
Kestra Advisory Services, LLC Reduced -105,488-105.5k
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -99,335-99.3k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 12,472,86312.5m $232.5m $232.5m 0.01% Added +245.1k +245,054
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,440,2312.4m $45.5m $45.5m 0.01% Reduced -186.7k -186,723
3 Saba Capital Management, L.P. 1.35% of their portfolio NEW YORK, NY 2,368,0222.4m $44.1m $44.1m 1.35% Added +830.6k +830,599
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,997,0742.0m $37.2m $37.2m 0.01% Added +22.8k +22,778
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,987,7302.0m $37.1m $37.1m 0.00% Added +40.7k +40,736
6 Allspring Global Investments Holdings, LLC 0.06% of their portfolio CHARLOTTE, NC 1,951,6472.0m $36.4m $36.4m 0.06% Added +330.0k +330,000
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,809,9381.8m $33.7m $33.7m 0.01% Reduced -74.2k -74,212
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,786,8201.8m $33.3m $33.3m 0.01% Reduced -49.4k -49,393
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,297,4711.3m $24.2m $24.2m 0.00% Reduced -29.1k -29,068
10 Advisors Asset Management, Inc. 0.35% of their portfolio Monument, CO 1,233,8841.2m $23.0m $23.0m 0.35% Added +39.8k +39,836
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 1,198,0441.2m $22.3m $22.3m 0.03% Added +604.1k +604,103
12 GUGGENHEIM CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 937,141937.1k $17.5m $17.5m 0.11% Reduced -112.3k -112,325
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 600,563600.6k $11.2m $11.2m 0.01% Added +9.8k +9,800
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 450,007450.0k $8.4m $8.4m 0.00% Reduced -78.7k -78,700
15 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 436,736436.7k $8.1m $8.1m 0.01% Added +112.4k +112,444
16 ABSOLUTE INVESTMENT ADVISERS, LLC 0.76% of their portfolio ROSEMARY BEACH, FL 421,986422.0k $7.9m $7.9m 0.76% Reduced -8.4k -8,447
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 420,868420.9k $7.8m $7.8m 0.00% Reduced -10.0k -10,025
18 GatePass Capital, LLC 2.63% of their portfolio INDEPENDENCE, OH 369,950369.9k $6.9m $6.9m 2.63% Added +317.4k +317,387
19 Twelve Points Wealth Management LLC 1.29% of their portfolio CONCORD, MA 345,118345.1k $6.4m $6.4m 1.29% Added +19.6k +19,617
20 Almitas Capital LLC 1.46% of their portfolio SANTA MONICA, CA 326,907326.9k $6.1m $6.1m 1.46% Added +238.4k +238,355
21 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 296,331296.3k $5.5m $5.5m 0.07% Added +10.8k +10,796
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 283,510283.5k $5.3m $5.3m 0.01% Reduced -3.8k -3,804
23 Shaker Financial Services, LLC 1.56% of their portfolio Arlington, VA 257,328257.3k $5.0m $5.0m 1.56% Reduced -150.0k -149,994
24 Hennion & Walsh Asset Management, Inc. 0.14% of their portfolio Parsippany, NJ 254,177254.2k $4.7m $4.7m 0.14% Added +43.6k +43,598
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 242,536242.5k $4.5m $4.5m 0.01% Reduced -2.6k -2,580
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 229,454229.5k $4.3m $4.3m 0.00% Reduced -32.8k -32,773
27 Logan Stone Capital, LLC 0.90% of their portfolio CHICAGO, IL 228,792228.8k $4.3m $4.3m 0.90% Added +177.5k +177,484
28 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 205,568205.6k $3.8m $3.8m 0.02% Reduced -3.1k -3,112
29 WOLVERINE ASSET MANAGEMENT LLC 0.05% of their portfolio CHICAGO, IL 202,473202.5k $3.8m $3.8m 0.05% Reduced -347.1k -347,115
30 MONECO ADVISORS, LLC 0.23% of their portfolio FAIRFIELD, CT 198,750198.8k $3.7m $3.7m 0.23% Reduced -4.6k -4,615
31 Bulldog Investors, LLP 0.77% of their portfolio SADDLE BROOK, NJ 187,572187.6k $3.5m $3.5m 0.77% Added +62.2k +62,157
32 Quarry LP 0.52% of their portfolio NEW YORK, NY 177,171177.2k $3.3m $3.3m 0.52% Reduced -24.4k -24,413
33 Sage Capital Management, LLC 1.21% of their portfolio Stockton, NJ 166,576166.6k $3.1m $3.1m 1.21% Reduced -30.9k -30,925
34 Altium Capital Management LLC 6.18% of their portfolio NEW YORK, NY 157,395157.4k $2.9m $2.9m 6.18% Unchanged
35 1607 Capital Partners, LLC 0.25% of their portfolio Richmond, VA 155,989156.0k $2.9m $2.9m 0.25% Added +37.6k +37,598
36 Shulman DeMeo Asset Management LLC 0.53% of their portfolio LAKE SUCCESS, NY 151,552151.6k $2.8m $2.8m 0.53% Reduced -6.2k -6,168
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 150,694150.7k $2.8m $2.8m 0.01% Added +65.1k +65,112
38 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 141,506141.5k $2.6m $2.6m 0.00% Unchanged
39 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.17% of their portfolio Englewood, NJ 139,466139.5k $2.6m $2.6m 0.17% New
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 139,122139.1k $2.6m $2.6m 0.01% Added +3.5k +3,460
41 Advisory Advocates, LLC 2.15% of their portfolio GRAND RAPIDS, MI 134,599134.6k $2.5m $2.5m 2.15% Reduced -1.9k -1,891
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 134,295134.3k $2.5m $2.5m 0.00% Reduced -112.0k -111,977
43 FORTEM FINANCIAL GROUP, LLC 0.48% of their portfolio PALM DESERT, CA 125,998126.0k $2.3m $2.3m 0.48% Reduced -4.9k -4,914
44 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 113,088113.1k $2.1m $2.1m 0.01% Reduced -68.0k -68,039
45 PMG Family Office LLC 1.96% of their portfolio PLANO, TX 111,852111.9k $2.1m $2.1m 1.96% Added +425 +425
46 Cypress Capital Management LLC (WY) 1.75% of their portfolio SHERIDAN, WY 110,380110.4k $2.1m $2.1m 1.75% Added +15.9k +15,898
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 109,643109.6k $2.0m $2.0m 0.00% Added +729 +729
48 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 0.43% of their portfolio BREA, CA 108,498108.5k $2.0m $2.0m 0.43% Reduced -694 -694
49 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 104,219104.2k $1.9m $1.9m 0.01% Reduced -105.5k -105,488
50 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 101,811101.8k $1.9m $1.9m 0.03% Added +2.9k +2,858
51 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.23% of their portfolio BLUE BELL, PA 98,54598.5k $1.8m $1.8m 0.23% Added +18.3k +18,341
52 TPG Advisors LLC 1.00% of their portfolio NORTHFIELD, IL 97,34897.3k $1.8m $1.8m 1.00% Reduced -1.6k -1,569
53 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 94,66994.7k $1.8m $1.8m 0.01% Added +2.7k +2,664
54 FORTERIS WEALTH MANAGEMENT INC. 1.38% of their portfolio ARMONK, NY 90,31590.3k $1.7m $1.7m 1.38% Added +5.0k +5,018
55 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 89,62289.6k $1.7m $1.7m 0.01% Reduced -1.9k -1,914
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 77,91177.9k $1.5m $1.5m 0.00% Added +76.9k +76,911
57 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 76,50276.5k $1.4m $1.4m 0.01% Added +1.6k +1,550
58 Ionic Capital Management LLC 1.34% of their portfolio NEW YORK, NY 76,36976.4k $1.4m $1.4m 1.34% Reduced -54.6k -54,618
59 ISLAY CAPITAL MANAGEMENT, LLC 0.67% of their portfolio Lubbock, TX 75,98476.0k $1.4m $1.4m 0.67% Added +9.4k +9,373
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 75,74075.7k $1.4m $1.4m 0.00% Reduced -517.2k -517,176
61 Moors & Cabot, Inc. 0.05% of their portfolio BOSTON, MA 75,10675.1k $1.4m $1.4m 0.05% Added +711 +711
62 ASHTON THOMAS SECURITIES, LLC 0.19% of their portfolio ROCHESTER, NY 68,25068.2k $1.3m $1.3m 0.19% Unchanged
63 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 66,35666.4k $1.2m $1.2m 0.04% Added +16.7k +16,705
64 Patten Group, Inc. 0.19% of their portfolio CHATTANOOGA, TN 65,76765.8k $1.2m $1.2m 0.19% Added +25.8k +25,849
65 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 65,41765.4k $1.2m $1.2m 0.01% Added +2.4k +2,369
66 Tyche Wealth Partners LLC 0.17% of their portfolio PLANO, TX 64,90564.9k $1.2m $1.2m 0.17% Added +122 +122
67 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 61,37261.4k $1.1m $1.1m 0.01% Reduced -4.9k -4,937
68 High Point Wealth Management, LLC 0.92% of their portfolio CHESTER, NJ 60,12060.1k $1.1m $1.1m 0.92% Added +89 +89
69 Blake Schutter Theil Wealth Advisors, LLC 0.72% of their portfolio DAYTON, OH 57,37757.4k $1.1m $1.1m 0.72% Reduced -2 -2
70 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 57,19857.2k $1.1m $1.1m 0.03% Added +7.6k +7,608
71 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 57,11857.1k $1.1m $1.1m 0.00% Reduced -3.8k -3,812
72 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 55,82455.8k $1.0m $1.0m 0.00% Added +12.0k +11,983
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 52,52052.5k $979.0k $979.0k 0.00% Added +357 +357
74 PUFF WEALTH MANAGEMENT, LLC 0.97% of their portfolio Haddonfield, NJ 51,26451.3k $955.6k $955.6k 0.97% First filing
75 SIMS INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio CINCINNATI, OH 50,46250.5k $940.6k $940.6k 0.29% Unchanged
76 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 50,25350.3k $936.7k $936.7k 0.01% New
77 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 47,45847.5k $884.6k $884.6k 0.00% Added +914 +914
78 Richmond Investment Services, LLC 0.27% of their portfolio Mequon, WI 46,10446.1k $859.4k $859.4k 0.27% Reduced -42.9k -42,948
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 44,96345.0k $838.1k $838.1k 0.00% Reduced -609 -609
80 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 44,11344.1k $822.3k $822.3k 0.04% Reduced -526 -526
81 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 43,39743.4k $808.9k $808.9k 0.01% Added +24.4k +24,402
82 Alteri Wealth LLC 0.22% of their portfolio WESTLAKE VILLAGE, CA 43,25843.3k $806.3k $806.3k 0.22% Added +317 +317
83 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 42,03742.0k $784.0k $784.0k 0.05% Reduced -39 -39
84 Venture Visionary Partners LLC 0.02% of their portfolio Sylvania, OH 41,70441.7k $777.4k $777.4k 0.02% Unchanged
85 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 40,53740.5k $755.6k $755.6k 0.02% Added +38 +38
86 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 39,82539.8k $742.3k $742.3k 0.01% Reduced -2 -2
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 37,95838.0k $707.5k $707.5k 0.00% Reduced -7.1k -7,142
88 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 37,90437.9k $706.5k $706.5k 0.01% Reduced -200 -200
89 WORLD EQUITY GROUP, INC. 0.16% of their portfolio SCHAUMBURG, IL 37,42937.4k $697.7k $697.7k 0.16% Added +4.6k +4,568
90 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 37,08437.1k $687.2k $687.2k 0.01% New
91 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 37,08437.1k $687.2k $687.2k 0.01% Unchanged
92 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 36,82236.8k $686.4k $686.4k 0.00% Added +10.8k +10,842
93 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 36,68236.7k $683.8k $683.8k 0.02% Added +631 +631
94 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 36,49436.5k $680.2k $680.2k 0.05% Reduced -293 -293
95 Investment Partners Asset Management, Inc. 0.38% of their portfolio METUCHEN, NJ 36,35036.4k $677.6k $677.6k 0.38% Unchanged
96 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 35,95536.0k $610.8k $610.8k 0.01% Reduced -4.9k -4,861
97 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 35,91335.9k $673.8k $673.8k 0.01% Reduced -52 -52
98 Focused Wealth Management, Inc 0.06% of their portfolio Newburgh, NY 35,07135.1k $653.7k $653.7k 0.06% Unchanged
99 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 34,84834.8k $650.0k $650.0k 0.02% Reduced -1.7k -1,662
100 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 34,75334.8k $663.1k $663.1k 0.01% Reduced -5.6k -5,568