NUVEEN NASDAQ 100 DYN OVERWR (QQQX) Institutional Shareholders
NUVEEN NASDAQ 100 DYN OVERWR (QQQX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $381.66M in QQQX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of QQQX tracked by InsiderSet, reporting ownership valued at approximately $56.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $56.41M, representing an estimated loss of -0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed QQQX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Karpus Management, Inc., Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in NUVEEN NASDAQ 100 DYN OVERWR (QQQX).
This page ranks the largest institutional QQQX 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
146
Total Reported Value
$381.66M
Largest Holder
Morgan Stanley
Largest Position
$56.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,877,709 | $56,594,177 | $56,406,378 | -$187,799 | -0.33% | |
| Karpus Management, Inc. | 1.21% | 1,393,850 | $42,010,626 | $41,871,254 | -$139,372 | -0.33% | |
| Wells Fargo & Company/Mn | 0.01% | 1,220,343 | $36,781,152 | $36,659,104 | -$122,048 | -0.33% | |
| Ubs Group Ag | 0.00% | 742,278 | $22,372,259 | $22,298,031 | -$74,228 | -0.33% | |
| Lpl Financial Llc | 0.01% | 740,519 | $22,319,235 | $22,245,191 | -$74,044 | -0.33% | |
| Allspring Global Investments Holdings, Llc | 0.03% | 738,826 | $22,268,216 | $22,194,333 | -$73,883 | -0.33% | |
| Royal Bank Of Canada | 0.00% | 735,304 | $22,162,000 | $22,088,532 | -$73,468 | -0.33% | |
| Guggenheim Capital Llc | 0.13% | 647,564 | $19,517,579 | $19,452,823 | -$64,756 | -0.33% | |
| Invesco Ltd. | 0.00% | 613,256 | $18,483,536 | $18,422,210 | -$61,326 | -0.33% | |
| Raymond James Financial Inc | 0.00% | 425,446 | $12,822,929 | $12,780,398 | -$42,531 | -0.33% | |
| Bank Of America Corp | 0.00% | 343,339 | $10,348,232 | $10,313,904 | -$34,328 | -0.33% | |
| 1607 Capital Partners, Llc | 0.64% | 245,130 | $7,388,218 | $7,363,705 | -$24,513 | -0.33% | |
| Janney Montgomery Scott Llc | 0.01% | 236,913 | $7,141,000 | $7,116,867 | -$24,133 | -0.34% | |
| Osaic Holdings, Inc. | 0.01% | 214,358 | $6,461,833 | $6,439,314 | -$22,519 | -0.35% | |
| Cypress Capital Management Llc (Wy) | 4.97% | 192,683 | $5,946,507 | $5,788,197 | -$158,310 | -2.66% | |
| Ameriprise Financial Inc | 0.00% | 173,377 | $5,225,584 | $5,208,245 | -$17,339 | -0.33% | |
| D.A. Davidson & Co. | 0.02% | 107,359 | $3,235,813 | $3,225,064 | -$10,749 | -0.33% | |
| Advisors Asset Management, Inc. | 0.03% | 75,555 | $2,315,761 | $2,269,672 | -$46,089 | -1.99% | |
| Advisor Os, Llc | 0.15% | 72,477 | $2,184,451 | $2,177,209 | -$7,242 | -0.33% | |
| Huntleigh Advisors, Inc. | 0.26% | 62,716 | $1,890,265 | $1,883,989 | -$6,276 | -0.33% | |
| Pmg Family Office Llc | 1.73% | 60,839 | $1,878,462 | $1,827,604 | -$50,858 | -2.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,181 | $1,843,980 | $1,837,877 | -$6,103 | -0.33% | |
| Cetera Investment Advisers | 0.00% | 59,971 | $1,807,510 | $1,801,529 | -$5,981 | -0.33% | |
| Moneco Advisors, Llc | 0.11% | 59,742 | $1,800,609 | $1,794,650 | -$5,959 | -0.33% | |
| Newedge Advisors, Llc | 0.01% | 57,584 | $1,735,591 | $1,729,823 | -$5,768 | -0.33% | |
| First Trust Advisors Lp | 0.00% | 56,020 | $1,688,442 | $1,682,841 | -$5,601 | -0.33% | |
| High Point Wealth Management, Llc | 1.33% | 53,804 | $1,621,643 | $1,616,272 | -$5,371 | -0.33% | |
| Iht Wealth Management, Llc | 0.03% | 52,731 | $1,589,320 | $1,584,039 | -$5,281 | -0.33% | |
| Axxcess Wealth Management, Llc | 0.02% | 46,420 | $1,399,086 | $1,394,457 | -$4,629 | -0.33% | |
| Schnieders Capital Management, Llc. | 0.18% | 46,015 | $1,386,892 | $1,382,291 | -$4,601 | -0.33% | |
| Shaker Financial Services, Llc | 0.43% | 45,069 | $1,359,290 | $1,353,873 | -$5,417 | -0.40% | |
| Shulman Demeo Asset Management Llc | 0.25% | 44,170 | $1,331,292 | $1,326,867 | -$4,425 | -0.33% | |
| Ionic Capital Management Llc | 1.23% | 43,447 | $1,309,493 | $1,305,148 | -$4,345 | -0.33% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 34,937 | $1,053,001 | $1,049,507 | -$3,494 | -0.33% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,702 | $1,045,924 | $1,042,448 | -$3,476 | -0.33% | |
| Dakota Wealth Management | 0.02% | 36,760 | $1,009,430 | $1,104,270 | +$94,840 | +9.40% | |
| Arkadios Wealth Advisors | 0.01% | 31,690 | $955,136 | $951,968 | -$3,168 | -0.33% | |
| &Partners | 0.00% | 31,679 | $954,942 | $951,637 | -$3,305 | -0.35% | |
| Hub Investment Partners, Llc | 0.02% | 28,643 | $863,307 | $860,436 | -$2,871 | -0.33% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 28,395 | $855,835 | $852,986 | -$2,849 | -0.33% | |
| Envestnet Asset Management Inc | 0.00% | 26,774 | $806,960 | $804,291 | -$2,669 | -0.33% | |
| Advisory Advocates, Llc | 0.66% | 25,648 | $773,031 | $770,466 | -$2,565 | -0.33% | |
| Kestra Advisory Services, Llc | 0.00% | 24,738 | $745,605 | $743,130 | -$2,475 | -0.33% | |
| Baird Financial Group, Inc. | 0.00% | 23,835 | $718,387 | $716,003 | -$2,384 | -0.33% | |
| Pnc Financial Services Group, Inc. | 0.00% | 23,543 | $709,586 | $707,232 | -$2,354 | -0.33% | |
| Mercer Global Advisors Inc | 0.00% | 22,727 | $684,995 | $682,719 | -$2,276 | -0.33% | |
| Private Advisor Group, Llc | 0.00% | 22,164 | $668,021 | $665,807 | -$2,214 | -0.33% | |
| Alteri Wealth Llc | 0.17% | 20,790 | $626,599 | $624,532 | -$2,067 | -0.33% | |
| Pfg Investments, Llc | 0.02% | 19,736 | $594,850 | $592,869 | -$1,981 | -0.33% | |
| Focus Partners Wealth | 0.00% | 18,921 | $570,283 | $568,387 | -$1,896 | -0.33% |
Frequently asked questions about QQQX
Who owns the most QQQX stock?
The largest holders of QQQX 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 NASDAQ 100 DYN OVERWR (QQQX).
Is QQQX widely held by superinvestors?
Many widely followed stocks like QQQX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QQQX 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.