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Nuveen S&P 500 Dynamic Overwrite Fund

Institutional holders · 13F as of Jun 30, 2026

86 holders

HolderValueShares% of shares
LPL Financial LLC$37.23M1,997,074—
Advisors Asset Management, Inc.$19.19M1,194,048—
GUGGENHEIM CAPITAL LLC$16.86M1,049,466—
WELLS FARGO & COMPANY/MN$12.64M700,770—
Wolverine Asset Management, LLC$8.83M549,588—
Royal Bank of Canada$8.50M528,707—
UBS Group AG$7.02M389,300—
ABSOLUTE INVESTMENT ADVISERS, LLC$6.92M430,433—
Twelve Points Wealth Management LLC$6.43M345,118—
Invesco Ltd.$6.28M348,156—
RAYMOND JAMES FINANCIAL INC$6.26M347,146—
Morgan Stanley$4.16M230,724—
&PARTNERS$3.35M208,680—
MML INVESTORS SERVICES, LLC$2.81M150,694—
OSAIC HOLDINGS, INC.$2.72M150,499—
TWO SIGMA INVESTMENTS, LP$2.27M141,506—
Ionic Capital Management LLC$2.10M130,987—
LIGHTHOUSE FINANCIAL SERVICES INC /ADV$1.90M109,192—
D.A. DAVIDSON & CO.$1.47M91,536—
BANK OF AMERICA CORP /DE$1.35M74,630—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.29M80,204—
FORTEM FINANCIAL GROUP, LLC$1.28M71,181—
DAVENPORT & Co LLC$963.1K53,386—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$838.3K52,163—
Shulman DeMeo Asset Management LLC$832.1K46,128—
Tyche Wealth Partners LLC$811.9K45,004—
PMG Family Office LLC$809.6K44,877—
AMERIPRISE FINANCIAL INC$728.0K40,352—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$717.3K44,639—
The PNC Financial Services Group, Inc.$707.5K37,958—
Allspring Global Investments Holdings, LLC$684.9K37,967—
Focused Wealth Management, Inc$653.7K35,071—
Western Wealth Management, LLC$617.2K34,213—
Investment Partners Asset Management, Inc.$584.1K36,350—
Private Advisor Group, LLC$565.7K31,356—
IFP Advisors, Inc$522.1K28,940—
Hilltop Holdings Inc.$512.2K31,874—
Cetera Investment Advisers$494.8K27,427—
MARCO INVESTMENT MANAGEMENT LLC$462.8K28,801—
High Point Wealth Management, LLC$451.9K25,052—
COMMONWEALTH EQUITY SERVICES, LLC$441.8K24,490—
Calamos Advisors LLC$417.5K25,980—
Lido Advisors, LLC$382.9K20,088—
Allworth Financial LP$348.0K19,290—
TRUIST FINANCIAL CORP$333.0K18,459—
Mariner, LLC$312.6K19,453—
Diversify Advisory Services, LLC$274.1K15,219—
Hennion & Walsh Asset Management, Inc.$265.0K14,690—
1607 Capital Partners, LLC$258.5K14,331—
KINGSWOOD WEALTH ADVISORS, LLC$245.8K13,625—
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