SPXX — Nuveen S&P 500 Dynamic Overw Institutional Holders · Q3 2026
Who owns Nuveen S&P 500 Dynamic Overw (SPXX)? 11 institutions reported holding $7.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shulman DeMeo Asset Management LLC ($2.8M), Puff Wealth Management, LLC ($789,270), Venture Visionary Partners LLC ($771,107).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Shulman DeMeo Asset Management LLC | $2.8M | 150,411 | Trimmed |
| 2 | PUFF WEALTH MANAGEMENT, LLC | $789,270 | 42,686 | Trimmed |
| 3 | Venture Visionary Partners LLC | $771,107 | 41,704 | Hold |
| 4 | Investment Partners Asset Management, Inc. | $672,112 | 36,350 | Hold |
| 5 | DECISION INVESTMENTS, INC | $601,794 | 32,547 | Hold |
| 6 | INTEGRATED CAPITAL MANAGEMENT, INC. | $556,493 | 30,097 | Added |
| 7 | Farther Finance Advisors, LLC | $415,411 | 22,467 | Added |
| 8 | CoreCap Advisors, LLC | $343,499 | 18,577 | Added |
| 9 | Apella Capital, LLC | $234,933 | 12,624 | Hold |
| 10 | EASTERN BANK | $154,761 | 8,370 | Added |
| 11 | GoalVest Advisory LLC | $5,565 | 301 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30