NUVEEN S&P 500 DYNAM OVERWR (XSSPX) Institutional Shareholders
NUVEEN S&P 500 DYNAM OVERWR (XSSPX) 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 $689.30M in XSSPX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XSSPX tracked by InsiderSet, reporting ownership valued at approximately $196.50M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed XSSPX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in NUVEEN S&P 500 DYNAM OVERWR (XSSPX).
This page ranks the largest institutional XSSPX 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
230
Total Reported Value
$689.30M
Largest Holder
Morgan Stanley
Largest Position
$196.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
164
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 12,227,809 | $196,500,891 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 2,626,954 | $42,215,158 | — | — | — | |
| Lpl Financial Llc | 0.01% | 1,997,074 | $37,225,467 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,946,994 | $31,288,187 | — | — | — | |
| Ubs Group Ag | 0.01% | 1,884,150 | $30,278,290 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 1,836,213 | $29,507,948 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.04% | 1,621,647 | $26,059,867 | — | — | — | |
| Saba Capital Management, L.P. | 0.79% | 1,537,423 | $24,706,388 | — | — | — | |
| Bank Of America Corp | 0.00% | 1,326,539 | $21,317,487 | — | — | — | |
| Advisors Asset Management, Inc. | 0.32% | 1,194,048 | $19,188,351 | — | — | — | |
| Guggenheim Capital Llc | 0.13% | 1,049,466 | $16,864,912 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 590,763 | $9,493,599 | — | — | — | |
| Wolverine Asset Management Llc | 0.14% | 549,588 | $8,831,879 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 528,707 | $8,497,000 | — | — | — | |
| Absolute Investment Advisers, Llc | 0.76% | 421,986 | $7,865,819 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 430,893 | $6,914,569 | — | — | — | |
| Gatepass Capital, Llc | 2.63% | 369,950 | $6,895,868 | — | — | — | |
| Twelve Points Wealth Management Llc | 1.29% | 345,118 | $6,432,996 | — | — | — | |
| Capital Investment Advisors, Llc | 0.07% | 296,331 | $5,523,608 | — | — | — | |
| Stifel Financial Corp | 0.00% | 324,292 | $5,211,378 | — | — | — | |
| Shaker Financial Services, Llc | 1.56% | 257,328 | $4,968,917 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 254,177 | $4,737,859 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 242,536 | $4,520,870 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 262,227 | $4,213,985 | — | — | — | |
| Independent Advisor Alliance | 0.04% | 247,485 | $3,977,082 | — | — | — | |
| &Partners | 0.02% | 208,680 | $3,353,491 | — | — | — | |
| Moneco Advisors, Llc | 0.25% | 203,365 | $3,268,075 | — | — | — | |
| Quarry Lp | 0.65% | 201,584 | $3,239,454 | — | — | — | |
| Sage Capital Management, Llc | 1.21% | 166,576 | $3,105,161 | — | — | — | |
| Shulman Demeo Asset Management Llc | 0.53% | 151,552 | $2,824,924 | — | — | — | |
| Mml Investors Services, Llc | 0.01% | 150,694 | $2,808,943 | — | — | — | |
| Altium Capital Management Llc | 6.02% | 157,395 | $2,529,338 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 134,295 | $2,503,260 | — | — | — | |
| Thomas J. Herzfeld Advisors, Inc. | 0.81% | 149,092 | $2,395,908 | — | — | — | |
| Fortem Financial Group, Llc | 0.48% | 125,998 | $2,348,603 | — | — | — | |
| Two Sigma Investments, Lp | 0.00% | 141,506 | $2,274,001 | — | — | — | |
| Advisory Advocates, Llc | 1.11% | 136,490 | $2,193,394 | — | — | — | |
| Pmg Family Office Llc | 1.96% | 111,852 | $2,132,046 | — | — | — | |
| Ionic Capital Management Llc | 1.77% | 130,987 | $2,104,961 | — | — | — | |
| Cypress Capital Management Llc (Wy) | 1.75% | 110,380 | $2,094,815 | — | — | — | |
| Lighthouse Financial Services Inc | 0.43% | 108,498 | $2,023,487 | — | — | — | |
| Bulldog Investors, Llp | 0.45% | 125,415 | $2,015,423 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 104,219 | $1,942,636 | — | — | — | |
| 1607 Capital Partners, Llc | 0.14% | 118,391 | $1,902,543 | — | — | — | |
| Prospera Financial Services Inc | 0.03% | 101,811 | $1,897,666 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.23% | 98,545 | $1,836,879 | — | — | — | |
| Tpg Advisors Llc | 1.00% | 97,348 | $1,814,567 | — | — | — | |
| Private Advisor Group, Llc | 0.01% | 94,669 | $1,764,636 | — | — | — | |
| Focus Partners Wealth | 0.00% | 108,914 | $1,750,253 | — | — | — | |
| Forteris Wealth Management Inc. | 1.38% | 90,315 | $1,683,472 | — | — | — |
Frequently asked questions about XSSPX
Who owns the most XSSPX stock?
The largest holders of XSSPX 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 S&P 500 DYNAM OVERWR (XSSPX).
Is XSSPX widely held by superinvestors?
Many widely followed stocks like XSSPX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSSPX 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.