Companies / Nuveen NASDAQ 100 Dynamic Overwrite Fund / Institutional holders
Back to Nuveen NASDAQ 100 Dynamic Overwrite Fund

Nuveen NASDAQ 100 Dynamic Overwrite Fund

Institutional holders · 13F as of Dec 31, 2025

148 holders

HolderValueShares% of shares
Global Retirement Partners, LLC$96.0K3,366—
TRUST CO OF VERMONT$89.7K2,977—
TD Waterhouse Canada Inc.$84.7K2,976—
ORG Partners LLC$80.4K2,818—
Keating Financial Advisory Services, Inc.$73.1K2,564—
EASTERN BANK$61.2K2,293—
Bell Investment Advisors, Inc$61.1K2,028—
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$53.7K1,881—
Sunbelt Securities, Inc.$52.3K1,834—
Westfuller Advisors, LLC$47.8K1,675—
Key FInancial Inc$31.5K1,104—
CoreCap Advisors, LLC$28.5K1,000—
US BANCORP \DE$26.5K930—
CoreFirst Bank & Trust$18.8K658—
BOKF, NA$18.8K658—
HUNTINGTON NATIONAL BANK$18.5K650—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$17.9K670—
Salomon & Ludwin, LLC$14.9K491—
HOLLENCREST CAPITAL MANAGEMENT$13.9K522—
VISION FINANCIAL MARKETS LLC$11.6K435—
Noble Wealth Management PBC$10.7K375—
JPMORGAN CHASE & CO$10.4K363—
Spire Wealth Management$10.0K352—
SageView Advisory Group, LLC$8.3K291—
Penserra Capital Management LLC$7.6K267,683—
Ancora Advisors LLC$7.4K260—
Vermillion Wealth Management, Inc.$6.8K237—
Wealth Preservation Advisors, LLC$6.3K221—
Thomas J. Herzfeld Advisors, Inc.$6.3K221—
Janney Montgomery Scott LLC$6.3K235,769—
GoalVest Advisory LLC$6.1K213—
Quattro Advisors LLC$6.1K213—
CHESAPEAKE ASSET MANAGEMENT LLC$6.0K260—
WPG Advisers, LLC$6.0K211—
Golden State Wealth Management, LLC$6.0K210—
Arax Advisory Partners$5.6K198—
JONES FINANCIAL COMPANIES LLLP$4.3K150—
UMB Bank, n.a.$3.9K136—
Arete Wealth Advisors, LLC$3.7K128,349—
Pinnacle Wealth Planning Services, Inc.$72324—
WEDBUSH SECURITIES INC$35113,159—
Cambridge Investment Research Advisors, Inc.$30510,685—
CWM, LLC$2408,401—
Aurora Private Wealth, Inc.$2107,369—
BOSTON FAMILY OFFICE LLC$2047,152—
Capital Analysts, LLC$772,702—
IFC & Insurance Marketing, Inc.$14500—
Smithfield Trust Co$137—
← PrevPage 3 of 3Next →