Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) — Institutional Holders, Q2 2026 (page 2)
153 institutional investment managers reported a QQQX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $396.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 153. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
QQQX 13F holders ranked 101–153 of 153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | BOSTON FAMILY OFFICE#101 · 7,152 sh | 7,152 | $216.0K | 0.01% | New |
| 102 | Main Street Group, LTD#102 · 7,158 sh | 7,158 | $215.7K | 0.05% | 0.0% |
| 103 | WILKINS INVESTMENT COUNSEL#103 · 7,146 sh | 7,146 | $215.4K | 0.03% | New |
| 104 | JANE STREET GROUP#104 · 6,718 sh | 6,718 | $202.5K | 0.00% | New |
| 105 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#105 · 6,685 sh | 6,685 | $201.5K | 0.02% | New |
| 106 | Farther Finance Advisors#106 · 6,067 sh | 6,067 | $182.9K | — | New |
| 107 | HARBOUR INVESTMENTS#107 · 5,714 sh | 5,714 | $172.2K | <0.01% | 0.0% |
| 108 | Capital Analysts#108 · 5,404 sh | 5,404 | $162.0K | <0.01% | 0.0% |
| 109 | Allworth Financial#109 · 5,182 sh | 5,182 | $156.2K | <0.01% | 0.0% |
| 110 | Caitlin John#110 · 4,358 sh | 4,358 | $131.3K | 0.07% | +1.8% |
| 111 | FNY Investment Advisers#111 · 3,800 sh | 3,800 | $114.0K | — | 0.0% |
| 112 | Steward Partners Investment Advisory#112 · 3,232 sh | 3,232 | $97.4K | <0.01% | 0.0% |
| 113 | TD Waterhouse Canada#113 · 2,976 sh | 2,976 | $90.2K | — | 0.0% |
| 114 | OF VERMONT#114 · 2,977 sh | 2,977 | $89.7K | — | — |
| 115 | Axiom Investment Management#115 · 2,720 sh | 2,720 | $81.9K | 0.05% | -6.5% |
| 116 | Integrated Wealth Concepts#116 · 2,310 sh | 2,310 | $69.6K | <0.01% | New |
| 117 | Keating Financial Advisory Services#117 · 2,295 sh | 2,295 | $69.2K | <0.01% | +0.5% |
| 118 | EASTERN BANK#118 · 2,293 sh | 2,293 | $69.1K | — | 0.0% |
| 119 | Bell Investment Advisors#119 · 2,028 sh | 2,028 | $61.1K | <0.01% | 0.0% |
| 120 | Global Retirement Partners#120 · 1,923 sh | 1,923 | $58.0K | <0.01% | — |
| 121 | MATHER GROUP#121 · 1,262 sh | 1,262 | $38.0K | — | 0.0% |
| 122 | IFP Advisors#122 · 1,107 sh | 1,107 | $33.4K | — | New |
| 123 | First Bancorp#123 · 1,025 sh | 1,025 | $30.9K | — | New |
| 124 | THURSTON, SPRINGER, MILLER, HERD & TITAK#124 · 1,000 sh | 1,000 | $30.1K | — | 0.0% |
| 125 | FMR#125 · 753 sh | 753 | $22.7K | 0.00% | New |
| 126 | Financial Management Professionals#126 · 724 sh | 724 | $22.3K | — | +2.3% |
| 127 | HOLLENCREST SECURITIES#127 · 734 sh | 734 | $22.1K | <0.01% | +40.6% |
| 128 | CoreFirst Bank#128 · 658 sh | 658 | $19.8K | <0.01% | 0.0% |
| 129 | BOKF, NA#129 · 658 sh | 658 | $19.8K | <0.01% | 0.0% |
| 130 | US BANCORP \DE\#130 · 530 sh | 530 | $16.0K | 0.00% | 0.0% |
| 131 | Salomon & Ludwin#131 · 491 sh | 491 | $14.9K | <0.01% | 0.0% |
| 132 | VISION FINANCIAL MARKETS#132 · 456 sh | 456 | $13.8K | — | +4.8% |
| 133 | Farmers & Merchants of Chambersburg PA#133 · 400 sh | 400 | $12.0K | — | New |
| 134 | Noble Wealth Management PBC#134 · 375 sh | 375 | $11.3K | — | 0.0% |
| 135 | Spire Wealth Management#135 · 352 sh | 352 | $10.6K | <0.01% | 0.0% |
| 136 | JONES FINANCIAL COMPANIES LLLP#136 · 351 sh | 351 | $10.1K | 0.00% | New |
| 137 | SUMMIT SECURITIES GROUP#137 · 309 sh | 309 | $9.3K | <0.01% | New |
| 138 | BLUE BELL PRIVATE WEALTH MANAGEMENT#138 · 270 sh | 270 | $8.1K | <0.01% | -59.7% |
| 139 | Thomas J. Herzfeld Advisors#139 · 230 sh | 230 | $6.9K | <0.01% | +2.2% |
| 140 | Vermillion Wealth Management#140 · 223 sh | 223 | $6.7K | — | +10.9% |
| 141 | GoalVest Advisory#141 · 213 sh | 213 | $6.4K | — | 0.0% |
| 142 | Golden State Wealth Management#142 · 210 sh | 210 | $6.3K | <0.01% | 0.0% |
| 143 | MARK SHEPTOFF FINANCIAL PLANNING#143 · 200 sh | 200 | $6.0K | <0.01% | New |
| 144 | Hickory Point Bank#144 · 200 sh | 200 | $6.0K | — | 0.0% |
| 145 | SRS Capital Advisors#145 · 198 sh | 198 | $6.0K | 0.00% | New |
| 146 | Montgomery Financial Services#146 · 191 sh | 191 | $5.8K | <0.01% | — |
| 147 | MB, LEVIS & ASSOCIATES#147 · 187 sh | 187 | $5.6K | — | New |
| 148 | UMB Bank, n.a.#148 · 136 sh | 136 | $4.1K | <0.01% | 0.0% |
| 149 | JPMORGAN CHASE#149 · 121 sh | 121 | $3.5K | 0.00% | 0.0% |
| 150 | HIGHLINE WEALTH PARTNERS#150 · 100 sh | 100 | $3.0K | — | 0.0% |
| 151 | Markowski Investments#151 · 100 sh | 100 | $3.0K | <0.01% | — |
| 152 | Pinnacle Wealth Planning Services#152 · 24 sh | 24 | $723.00 | <0.01% | -87.8% |
| 153 | WPG Advisers#153 · 15 sh | 15 | $452.00 | <0.01% | -88.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.