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Nuveen NASDAQ 100 Dynamic Overwrite Fund

Institutional holders · 13F as of Dec 31, 2025

148 holders

HolderValueShares% of shares
HARBOUR INVESTMENTS, INC.$131.6K4,614—
Allworth Financial LP$147.8K5,182—
WILKINS INVESTMENT COUNSEL INC$203.8K7,146—
WealthShield Partners, LLC$207.6K7,279—
GWN SECURITIES INC.$210.3K7,887—
GRIFFIN ASSET MANAGEMENT, INC.$212.2K7,440—
Cypress Wealth Services, LLC$217.3K7,619—
Compound Planning, Inc.$219.6K7,702—
Pathstone Holdings, LLC$222.2K7,790—
Formidable Asset Management, LLC$222.4K8,100—
TriaGen Wealth Management LLC$229.9K8,060—
Cornerstone Wealth Group, LLC$241.1K8,453—
Maridea Wealth Management LLC$266.7K9,351—
EQUITABLE HOLDINGS, INC.$266.8K9,354—
WealthTrust Asset Management, LLC$271.0K9,503—
Jacobi Capital Management LLC$271.2K9,510—
GREAT VALLEY ADVISOR GROUP, INC.$272.2K9,545—
DECISION INVESTMENTS, INC$276.6K9,699—
Summit Financial, LLC$278.7K9,772—
Bay Capital Advisors, LLC$285.3K10,003—
Merit Financial Group, LLC$287.7K10,086—
Register Financial Advisors LLC$288.5K10,115—
Chancellor Financial Group WB LP$291.1K10,208—
Creative Planning$294.9K10,339—
Kestra Advisory Services, LLC$303.1K10,626—
ENVESTNET ASSET MANAGEMENT INC$311.5K10,921—
MGB Wealth Management, LLC$313.7K11,000—
MML INVESTORS SERVICES, LLC$316.4K10,498—
COMERICA BANK$329.7K11,561—
STIFEL FINANCIAL CORP$338.4K11,867—
Mariner, LLC$361.3K13,567—
Diversified Enterprises, LLC$362.0K12,694—
J.W. COLE ADVISORS, INC.$365.6K12,818—
Dynamic Advisor Solutions LLC$367.2K12,876—
Diversify Advisory Services, LLC$372.0K13,165—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$382.7K14,350—
THE GOLDMAN SACHS GROUP, INC.$384.7K13,490—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$389.4K13,652—
Cyndeo Wealth Partners, LLC$393.1K13,782—
Aviance Capital Partners, LLC$396.3K13,897—
Sanctuary Advisors, LLC$398.0K13,957—
CAPTRUST FINANCIAL ADVISORS$401.6K14,080—
KINGSWOOD WEALTH ADVISORS, LLC$402.1K14,099—
Hennion & Walsh Asset Management, Inc.$446.9K15,670—
TRUIST FINANCIAL CORP$475.8K16,683—
SAPIENT CAPITAL LLC$485.9K16,978—
Avory & Company, LLC$489.3K17,157—
MERCER GLOBAL ADVISORS INC /ADV$489.9K17,177—
Focus Partners Wealth$498.7K17,486—
DAVENPORT & Co LLC$499.1K17,500—
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