NUVEEN DOW 30 DYNAMIC OVERWR (DIAX) Top Institutional Shareholders

NUVEEN DOW 30 DYNAMIC OVERWR (DIAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.91M in DIAX holdings during the latest filing period.

Advisory Advocates, Llc is currently the largest disclosed institutional shareholder of DIAX tracked by InsiderSet, reporting ownership valued at approximately $1.28M in its December 31, 2025 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DIAX value among the investors covered in this analysis. Major shareholders include Advisory Advocates, Llc, Formidable Asset Management, Llc, Private Trust Co Na, and several other long-term asset managers with concentrated positions in NUVEEN DOW 30 DYNAMIC OVERWR (DIAX).

This page ranks the largest institutional DIAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

4

Total Reported Value

$1.91M

Largest Holder

Advisory Advocates, Llc

Largest Position

$1.28M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

118

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Advisory Advocates, Llc0.65%84,167$1,284,388
Formidable Asset Management, Llc0.09%37,371$570,281
Private Trust Co Na0.00%3,200$45,120
Stolper Co2.85%14,709$10,035

Frequently asked questions about DIAX

  • Who owns the most DIAX stock?

    The largest holders of DIAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN DOW 30 DYNAMIC OVERWR (DIAX).

  • Is DIAX widely held by superinvestors?

    Many widely followed stocks like DIAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DIAX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.