12 institutions reported holding $10.9M of NUVEEN S&P 500 DYNAMIC OVERW (SPXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($4.7M), Shulman DeMeo Asset Management LLC ($2.8M), Dynamic Advisor Solutions LLC ($1.2M), PUFF WEALTH MANAGEMENT, LLC ($955,559), CoreCap Advisors, LLC ($345,753). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $4.7M | 254,177 | Added |
| 2 | Shulman DeMeo Asset Management LLC | $2.8M | 151,552 | Trimmed |
| 3 | Dynamic Advisor Solutions LLC | $1.2M | 66,356 | Added |
| 4 | PUFF WEALTH MANAGEMENT, LLC | $955,559 | 51,264 | New |
| 5 | CoreCap Advisors, LLC | $345,753 | 18,549 | Added |
| 6 | INTEGRATED CAPITAL MANAGEMENT, INC. | $344,839 | 18,500 | Trimmed |
| 7 | Apella Capital, LLC | $233,923 | 12,624 | Hold |
| 8 | EASTERN BANK | $118,010 | 6,331 | Hold |
| 9 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $56,573 | 3,035 | Trimmed |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $53,161 | 2,852 | Hold |
| 11 | FNY Investment Advisers, LLC | $37,000 | 2,000 | Hold |
| 12 | Strategic Investment Solutions, Inc. /IL | $447 | 24 | New |
Source: SEC Form 13F filings · as of 2026-06-30