13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
XSSPX

NUVEEN S&P 500 DYNAMIC OVERW

228 institutions still hold NUVEEN S&P 500 DYNAMIC OVERW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 6706EW100·228 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$537M
70.0% inst. owned
of float
Holders
228
+8 QoQ
filers reporting
Activity
+39 / −31
+973 added · −768 reduced
this quarter
Concentration
36.60%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

228 institutions reported XSSPX in Q1 2026. MORGAN STANLEY leads at 36.6% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$197M12.2M0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$42M2.6M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$32M2.0M0.01%Q1 202604
Invesco Ltd.
CIK 0000914208
$31M1.9M0.00%Q1 202605
UBS Group AG
CIK 0001610520
$30M1.9M0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M1.8M0.01%Q1 202607
Allspring Global Investments Holdings, LLC
CIK 0001890906
$26M1.6M0.04%Q1 202608
Saba Capital Management, L.P.
CIK 0001510281
$25M1.5M0.68%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M1.3M0.00%Q1 202610
Advisors Asset Management, Inc.
CIK 0001297376
$19M1.2M0.32%Q1 202611
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$17M1.0M0.13%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$10M593K0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M591K0.01%Q1 202614
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$9M550K0.09%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$8M529K0.00%Q1 202616
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$7M430K0.81%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M431K0.00%Q1 202618
Shaker Financial Services, LLC
CIK 0001511794
$7M407K2.28%Q1 202619
Twelve Points Wealth Management LLC
CIK 0001877090
$5M326K1.15%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$5M324K0.00%Q1 2026
Page 1 of 12
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