QQQX Institutional Ownership & Shareholders
NUVEEN NASDAQ 100 DYN OVERWR (QQQX) is currently held by 142 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $381.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $55.84M, representing an estimated loss of -1.33% 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
142
Total Reported Value
$381.81M
Largest Holder
Morgan Stanley
Largest Position
$56.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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 | $55,843,066 | -$751,111 | -1.33% | |
| Karpus Management, Inc. | 1.21% | 1,393,850 | $42,010,626 | $41,453,099 | -$557,527 | -1.33% | |
| Wells Fargo & Company/Mn | 0.01% | 1,220,343 | $36,781,152 | $36,293,001 | -$488,151 | -1.33% | |
| Ubs Group Ag | 0.00% | 742,278 | $22,372,259 | $22,075,348 | -$296,911 | -1.33% | |
| Lpl Financial Llc | 0.01% | 740,519 | $22,319,235 | $22,023,035 | -$296,200 | -1.33% | |
| Allspring Global Investments Holdings, Llc | 0.03% | 738,826 | $22,268,216 | $21,972,685 | -$295,531 | -1.33% | |
| Royal Bank Of Canada | 0.00% | 735,304 | $22,162,000 | $21,867,941 | -$294,059 | -1.33% | |
| Guggenheim Capital Llc | 0.13% | 647,564 | $19,517,579 | $19,258,553 | -$259,026 | -1.33% | |
| Invesco Ltd. | 0.00% | 613,256 | $18,483,536 | $18,238,233 | -$245,303 | -1.33% | |
| Raymond James Financial Inc | 0.00% | 425,446 | $12,822,929 | $12,652,764 | -$170,165 | -1.33% | |
| Bank Of America Corp | 0.00% | 343,339 | $10,348,232 | $10,210,902 | -$137,330 | -1.33% | |
| 1607 Capital Partners, Llc | 0.64% | 245,130 | $7,388,218 | $7,290,166 | -$98,052 | -1.33% | |
| Janney Montgomery Scott Llc | 0.01% | 236,913 | $7,141,000 | $7,045,793 | -$95,207 | -1.33% | |
| Osaic Holdings, Inc. | 0.01% | 214,358 | $6,461,833 | $6,375,007 | -$86,826 | -1.34% | |
| Cypress Capital Management Llc (Wy) | 4.97% | 192,683 | $5,946,507 | $5,730,392 | -$216,115 | -3.63% | |
| Ameriprise Financial Inc | 0.00% | 173,377 | $5,225,584 | $5,156,232 | -$69,352 | -1.33% | |
| Huntleigh Advisors, Inc. | 0.63% | 148,430 | $4,516,721 | $4,414,308 | -$102,413 | -2.27% | |
| D.A. Davidson & Co. | 0.02% | 107,131 | $3,260,008 | $3,186,076 | -$73,932 | -2.27% | |
| Advisors Asset Management, Inc. | 0.03% | 75,555 | $2,315,761 | $2,247,006 | -$68,755 | -2.97% | |
| Kestra Advisory Services, Llc | 0.01% | 67,526 | $2,054,825 | $2,008,223 | -$46,602 | -2.27% | |
| Pmg Family Office Llc | 1.76% | 60,981 | $1,900,621 | $1,813,575 | -$87,046 | -4.58% | |
| Cetera Investment Advisers | 0.00% | 59,971 | $1,807,510 | $1,783,538 | -$23,972 | -1.33% | |
| Moneco Advisors, Llc | 0.11% | 59,742 | $1,800,609 | $1,776,727 | -$23,882 | -1.33% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 58,047 | $1,766,370 | $1,726,318 | -$40,052 | -2.27% | |
| Newedge Advisors, Llc | 0.01% | 57,584 | $1,735,591 | $1,712,548 | -$23,043 | -1.33% | |
| First Trust Advisors Lp | 0.00% | 56,020 | $1,688,442 | $1,666,035 | -$22,407 | -1.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 53,909 | $1,640,444 | $1,603,254 | -$37,190 | -2.27% | |
| High Point Wealth Management, Llc | 1.33% | 53,804 | $1,621,643 | $1,600,131 | -$21,512 | -1.33% | |
| Iht Wealth Management, Llc | 0.03% | 52,731 | $1,589,320 | $1,568,220 | -$21,100 | -1.33% | |
| Schnieders Capital Management, Llc. | 0.18% | 46,015 | $1,386,892 | $1,368,486 | -$18,406 | -1.33% | |
| Axxcess Wealth Management, Llc | 0.06% | 45,120 | $1,372,988 | $1,341,869 | -$31,119 | -2.27% | |
| Shulman Demeo Asset Management Llc | 0.27% | 44,082 | $1,344,068 | $1,310,999 | -$33,069 | -2.46% | |
| Ionic Capital Management Llc | 1.23% | 43,447 | $1,309,493 | $1,292,114 | -$17,379 | -1.33% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,702 | $1,045,924 | $1,032,037 | -$13,887 | -1.33% | |
| Dakota Wealth Management | 0.02% | 36,760 | $1,009,430 | $1,093,242 | +$83,812 | +8.30% | |
| Arkadios Wealth Advisors | 0.01% | 31,690 | $955,136 | $942,461 | -$12,675 | -1.33% | |
| &Partners | 0.00% | 31,679 | $954,942 | $942,133 | -$12,809 | -1.34% | |
| Advisor Os, Llc | 0.06% | 29,387 | $894,256 | $873,969 | -$20,287 | -2.27% | |
| Hub Investment Partners, Llc | 0.02% | 28,655 | $871,973 | $852,200 | -$19,773 | -2.27% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 28,395 | $855,835 | $844,467 | -$11,368 | -1.33% | |
| Envestnet Asset Management Inc | 0.00% | 26,774 | $806,960 | $796,259 | -$10,701 | -1.33% | |
| Advisory Advocates, Llc | 0.66% | 25,648 | $773,031 | $762,772 | -$10,259 | -1.33% | |
| Baird Financial Group, Inc. | 0.00% | 23,835 | $718,387 | $708,853 | -$9,534 | -1.33% | |
| Pnc Financial Services Group, Inc. | 0.00% | 23,543 | $709,586 | $700,169 | -$9,417 | -1.33% | |
| Mercer Global Advisors Inc | 0.00% | 22,727 | $684,995 | $675,901 | -$9,094 | -1.33% | |
| Private Advisor Group, Llc | 0.00% | 22,164 | $668,021 | $659,157 | -$8,864 | -1.33% | |
| Alteri Wealth Llc | 0.17% | 20,790 | $626,599 | $618,295 | -$8,304 | -1.33% | |
| Pfg Investments, Llc | 0.02% | 19,736 | $594,850 | $586,949 | -$7,901 | -1.33% | |
| Focus Partners Wealth | 0.00% | 18,921 | $570,283 | $562,711 | -$7,572 | -1.33% | |
| Moors & Cabot, Inc. | 0.02% | 18,174 | $547,764 | $540,495 | -$7,269 | -1.33% |
Frequently asked questions about QQQX
Who are the largest institutional holders of QQQX?
The largest institutional holders of QQQX reported in the latest SEC Form 13F filings include Morgan Stanley, Karpus Management, Inc., Wells Fargo & Company/Mn, Ubs Group Ag, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported QQQX position.
What is QQQX institutional ownership?
This page tracks QQQX positions reported by institutional investment managers through SEC Form 13F. NUVEEN NASDAQ 100 DYN OVERWR (QQQX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQQX?
InsiderSet currently tracks 142 institutional managers reporting QQQX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QQQX shareholders.
How much QQQX stock do institutions own?
Institutional investment managers disclosed approximately $381.81M in QQQX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQQX institutional ownership last updated?
The latest QQQX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QQQX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QQQX position after the reporting date.
Are institutions buying or selling QQQX?
Institutional buying and selling can be analyzed by comparing QQQX positions across consecutive 13F reporting periods. InsiderSet's QQQX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQQX ownership changes.
How has QQQX institutional ownership changed over time?
InsiderSet tracks QQQX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.