Who Owns NUVEEN S&P 500 DYNAMIC OVERW (SPXX)? -- Institutional Holders (2026-06-30)

251 institutions reported holding $812.8M of NUVEEN S&P 500 DYNAMIC OVERW (SPXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($232.5M), WELLS FARGO & COMPANY/MN ($45.5M), Saba Capital Management, L.P. ($44.1M), LPL Financial LLC ($37.2M), Invesco Ltd. ($37.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$232.5M12.5MAdded
2WELLS FARGO & COMPANY/MN$45.5M2.4MTrimmed
3Saba Capital Management, L.P.$44.1M2.4MAdded
4LPL Financial LLC$37.2M2.0MAdded
5Invesco Ltd.$37.1M2.0MAdded
6Allspring Global Investments Holdings, LLC$36.4M2.0MAdded
7UBS Group AG$33.7M1.8MTrimmed
8RAYMOND JAMES FINANCIAL INC$33.3M1.8MTrimmed
9BANK OF AMERICA CORP /DE/$24.2M1.3MTrimmed
10Advisors Asset Management, Inc.$23.0M1.2MAdded
11GUGGENHEIM CAPITAL LLC$17.5M937,141Trimmed
12OSAIC HOLDINGS, INC.$11.2M600,563Added
13Cambridge Investment Research Advisors, Inc.$11.2M599,022Added
14Royal Bank of Canada$8.4M450,007Trimmed
15STIFEL FINANCIAL CORP$8.1M436,736Added
16ABSOLUTE INVESTMENT ADVISERS, LLC$7.9M421,986Trimmed
17AMERIPRISE FINANCIAL INC$7.8M420,868Trimmed
18GatePass Capital, LLC$6.9M369,950Added
19Twelve Points Wealth Management LLC$6.4M345,118Added
20Almitas Capital LLC$6.1M326,907Added
21Capital Investment Advisors, LLC$5.5M296,331Added
22Janney Montgomery Scott LLC$5.3M283,510Trimmed
23Shaker Financial Services, LLC$5.0M257,328Trimmed
24Hennion & Walsh Asset Management, Inc.$4.7M254,177Added
25COMMONWEALTH EQUITY SERVICES, LLC$4.5M242,536Trimmed

Source: SEC Form 13F filings · as of 2026-06-30