Who Owns NUVEEN NASDAQ 100 DYNAMIC OV (QQQX)? -- Institutional Holders (2026-06-30)
163 institutions reported holding $396.2M of NUVEEN NASDAQ 100 DYNAMIC OV (QQQX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($56.6M), Karpus Management, Inc. ($42.0M), WELLS FARGO & COMPANY/MN ($36.8M), UBS Group AG ($22.4M), LPL Financial LLC ($22.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $56.6M | 1.9M | Trimmed |
| 2 | Karpus Management, Inc. | $42.0M | 1.4M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $36.8M | 1.2M | Trimmed |
| 4 | UBS Group AG | $22.4M | 742,278 | Added |
| 5 | LPL Financial LLC | $22.3M | 740,519 | Added |
| 6 | Allspring Global Investments Holdings, LLC | $22.3M | 738,826 | Added |
| 7 | Royal Bank of Canada | $22.2M | 735,304 | Trimmed |
| 8 | GUGGENHEIM CAPITAL LLC | $19.5M | 647,564 | Added |
| 9 | Invesco Ltd. | $18.5M | 613,256 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $12.8M | 425,446 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $10.3M | 343,339 | Trimmed |
| 12 | HighTower Advisors, LLC | $7.9M | 261,637 | Trimmed |
| 13 | Advisors Asset Management, Inc. | $7.9M | 261,137 | Added |
| 14 | 1607 Capital Partners, LLC | $7.4M | 245,130 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $7.1M | 236,913 | Added |
| 16 | OSAIC HOLDINGS, INC. | $6.5M | 214,358 | Added |
| 17 | Cypress Capital Management LLC (WY) | $5.9M | 192,683 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $5.2M | 173,377 | Trimmed |
| 19 | D.A. DAVIDSON & CO. | $3.2M | 107,359 | Added |
| 20 | Advisor OS, LLC | $2.2M | 72,477 | Trimmed |
| 21 | Huntleigh Advisors, Inc. | $1.9M | 62,716 | Added |
| 22 | PMG Family Office LLC | $1.9M | 60,839 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 61,181 | Trimmed |
| 24 | Cetera Investment Advisers | $1.8M | 59,971 | Added |
| 25 | MONECO Advisors, LLC | $1.8M | 59,742 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30