XSSPX Institutional Ownership & Shareholders
NUVEEN S&P 500 DYNAM OVERWR (XSSPX) is currently held by 231 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $766.84M 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 XSSPX tracked by InsiderSet, reporting ownership valued at approximately $232.49M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed XSSPX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Saba Capital Management, L.P., 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
231
Total Reported Value
$766.84M
Largest Holder
Morgan Stanley
Largest Position
$232.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
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% | 12,472,863 | $232,494,187 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 2,440,231 | $45,485,918 | — | — | — | |
| Saba Capital Management, L.P. | 1.35% | 2,368,022 | $44,139,930 | — | — | — | |
| Lpl Financial Llc | 0.01% | 1,997,074 | $37,225,467 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,987,730 | $37,051,287 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.06% | 1,951,647 | $36,378,700 | — | — | — | |
| Ubs Group Ag | 0.01% | 1,809,938 | $33,737,244 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 1,786,820 | $33,306,332 | — | — | — | |
| Bank Of America Corp | 0.00% | 1,297,471 | $24,184,853 | — | — | — | |
| Guggenheim Capital Llc | 0.11% | 937,141 | $17,468,308 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 600,563 | $11,194,661 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 450,007 | $8,388,000 | — | — | — | |
| Stifel Financial Corp | 0.01% | 436,736 | $8,140,750 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 420,868 | $7,844,988 | — | — | — | |
| Gatepass Capital, Llc | 2.63% | 369,950 | $6,895,868 | — | — | — | |
| Twelve Points Wealth Management Llc | 1.29% | 345,118 | $6,432,996 | — | — | — | |
| Almitas Capital Llc | 1.46% | 326,907 | $6,093,546 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 307,675 | $5,688,911 | — | — | — | |
| Janney Montgomery Scott Llc | 0.01% | 283,510 | $5,285,000 | — | — | — | |
| Capital Investment Advisors, Llc | 0.07% | 276,502 | $5,112,521 | — | — | — | |
| Shaker Financial Services, Llc | 1.65% | 266,301 | $5,005,879 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 240,284 | $4,442,860 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 229,454 | $4,277,028 | — | — | — | |
| Logan Stone Capital, Llc | 0.90% | 228,792 | $4,264,683 | — | — | — | |
| &Partners | 0.02% | 205,568 | $3,831,791 | — | — | — | |
| Moneco Advisors, Llc | 0.23% | 198,750 | $3,704,704 | — | — | — | |
| Bulldog Investors, Llp | 0.77% | 187,572 | $3,496,342 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 182,767 | $3,379,369 | — | — | — | |
| Quarry Lp | 0.52% | 177,171 | $3,302,467 | — | — | — | |
| Sage Capital Management, Llc | 1.13% | 161,308 | $2,982,760 | — | — | — | |
| Altium Capital Management Llc | 6.18% | 157,395 | $2,933,843 | — | — | — | |
| 1607 Capital Partners, Llc | 0.25% | 155,989 | $2,907,635 | — | — | — | |
| Mml Investors Services, Llc | 0.01% | 150,694 | $2,808,943 | — | — | — | |
| Shulman Demeo Asset Management Llc | 0.56% | 150,411 | $2,808,168 | — | — | — | |
| Two Sigma Investments, Lp | 0.00% | 141,506 | $2,637,672 | — | — | — | |
| Landscape Capital Management, L.L.C. | 0.17% | 139,466 | $2,599,646 | — | — | — | |
| Newedge Advisors, Llc | 0.01% | 139,122 | $2,593,242 | — | — | — | |
| Advisory Advocates, Llc | 2.15% | 134,599 | $2,508,925 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 134,295 | $2,503,260 | — | — | — | |
| Fortem Financial Group, Llc | 0.44% | 116,783 | $2,159,318 | — | — | — | |
| Pmg Family Office Llc | 1.96% | 111,950 | $2,117,127 | — | — | — | |
| Cypress Capital Management Llc (Wy) | 1.75% | 110,380 | $2,094,815 | — | — | — | |
| Focus Partners Wealth | 0.00% | 109,643 | $2,044,458 | — | — | — | |
| Lighthouse Financial Services Inc | 0.41% | 107,964 | $1,996,254 | — | — | — | |
| Prospera Financial Services Inc | 0.03% | 101,811 | $1,897,666 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.22% | 99,334 | $1,836,686 | — | — | — | |
| Tpg Advisors Llc | 0.96% | 97,234 | $1,797,849 | — | — | — | |
| Private Advisor Group, Llc | 0.01% | 94,669 | $1,764,636 | — | — | — | |
| Forteris Wealth Management Inc. | 1.43% | 93,618 | $1,730,997 | — | — | — | |
| D.A. Davidson & Co. | 0.01% | 89,622 | $1,657,111 | — | — | — |
Frequently asked questions about XSSPX
Who are the largest institutional holders of XSSPX?
The largest institutional holders of XSSPX reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Saba Capital Management, L.P., Lpl Financial Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported XSSPX position.
What is XSSPX institutional ownership?
This page tracks XSSPX positions reported by institutional investment managers through SEC Form 13F. NUVEEN S&P 500 DYNAM OVERWR (XSSPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSSPX?
InsiderSet currently tracks 231 institutional managers reporting XSSPX 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 XSSPX shareholders.
How much XSSPX stock do institutions own?
Institutional investment managers disclosed approximately $766.84M in XSSPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSSPX institutional ownership last updated?
The latest XSSPX 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 XSSPX 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 XSSPX position after the reporting date.
Are institutions buying or selling XSSPX?
Institutional buying and selling can be analyzed by comparing XSSPX positions across consecutive 13F reporting periods. InsiderSet's XSSPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSSPX ownership changes.
How has XSSPX institutional ownership changed over time?
InsiderSet tracks XSSPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.