Who Owns NUVEEN NASDAQ 100 DYNAMIC OV (QQQX)? -- Institutional Holders (2026-06-30)

162 institutions reported holding $396.1M of NUVEEN NASDAQ 100 DYNAMIC OV (QQQX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($56.6M), Karpus Management, Inc. ($42.0M), WELLS FARGO & COMPANY/MN ($36.8M), UBS Group AG ($22.4M), LPL Financial LLC ($22.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$56.6M1.9MTrimmed
2Karpus Management, Inc.$42.0M1.4MTrimmed
3WELLS FARGO & COMPANY/MN$36.8M1.2MTrimmed
4UBS Group AG$22.4M742,278Added
5LPL Financial LLC$22.3M740,519Added
6Allspring Global Investments Holdings, LLC$22.3M738,826Added
7Royal Bank of Canada$22.2M735,304Trimmed
8GUGGENHEIM CAPITAL LLC$19.5M647,564Added
9Invesco Ltd.$18.5M613,256Trimmed
10RAYMOND JAMES FINANCIAL INC$12.8M425,446Added
11BANK OF AMERICA CORP /DE/$10.3M343,339Trimmed
12HighTower Advisors, LLC$7.9M261,637Trimmed
13Advisors Asset Management, Inc.$7.9M261,137Added
141607 Capital Partners, LLC$7.4M245,130Trimmed
15Janney Montgomery Scott LLC$7.1M236,913Added
16OSAIC HOLDINGS, INC.$6.5M214,358Added
17Cypress Capital Management LLC (WY)$5.9M192,683Added
18AMERIPRISE FINANCIAL INC$5.2M173,377Trimmed
19D.A. DAVIDSON & CO.$3.2M107,359Added
20Advisor OS, LLC$2.2M72,477Trimmed
21Huntleigh Advisors, Inc.$1.9M62,716Added
22PMG Family Office LLC$1.9M60,839Added
23COMMONWEALTH EQUITY SERVICES, LLC$1.8M61,181Trimmed
24Cetera Investment Advisers$1.8M59,971Added
25MONECO Advisors, LLC$1.8M59,742Trimmed

Source: SEC Form 13F filings · as of 2026-06-30