13F Insight
DOSSIER · 13F Holders · Q2 2026
XSSPX

NUVEEN S&P 500 DYNAMIC OVERW

240 institutions still hold NUVEEN S&P 500 DYNAMIC OVERW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 6706EW100·240 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$633M
visible holders
Holders
240
filers reporting
Concentration
36.73%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

240 institutions reported XSSPX in Q2 2026. MORGAN STANLEY leads at 36.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$232M12.5M0.01%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M2.4M0.01%Q2 202603
Saba Capital Management, L.P.
CIK 0001510281
$44M2.4M1.13%Q2 202604
LPL Financial LLC
CIK 0001403438
$37M2.0M0.01%Q2 202605
Invesco Ltd.
CIK 0000914208
$37M2.0M0.00%Q2 202606
Allspring Global Investments Holdings, LLC
CIK 0001890906
$36M2.0M0.06%Q2 202607
UBS Group AG
CIK 0001610520
$34M1.8M0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$33M1.8M0.01%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$24M1.3M0.00%Q2 202610
Advisors Asset Management, Inc.
CIK 0001297376
$19M1.2M0.32%Q1 202611
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$17M937K0.11%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M601K0.01%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M594K0.02%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$8M450K0.00%Q2 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$8M437K0.01%Q2 202616
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$8M422K0.76%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M421K0.00%Q2 202618
GatePass Capital, LLC
CIK 0002087399
$7M370K2.62%Q2 202619
Twelve Points Wealth Management LLC
CIK 0001877090
$6M345K1.29%Q2 202620
Almitas Capital LLC
CIK 0001596468
$6M327K1.46%Q2 2026
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