# NUVEEN S&P 500 DYNAMIC OVERW (SPXX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPXX/

- Reporting holders: 11
- Reported value: $7.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $2.8M | 150,411 | 0.6% | 20 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $789.3K | 42,686 | 0.7% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $771.1K | 41,704 | 0.0% | 3 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $672.1K | 36,350 | 0.4% | 3 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $601.8K | 32,547 | 0.5% | 4 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $556.5K | 30,097 | 0.4% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $415.4K | 22,467 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $343.5K | 18,577 | 0.0% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $234.9K | 12,624 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $154.8K | 8,370 | 0.0% | 3 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $5.6K | 301 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $7.4M |
| Q2 2026 | 232 | $834.7M |
| Q1 2026 | 226 | $740.3M |
| Q4 2025 | 60 | $69.1M |
| Q3 2025 | 53 | $62.3M |
| Q2 2025 | 49 | $60.3M |
| Q1 2025 | 51 | $59.0M |
| Q4 2024 | 49 | $69.6M |
| Q3 2024 | 50 | $68.4M |
| Q2 2024 | 53 | $67.8M |
| Q1 2024 | 52 | $69.9M |
| Q4 2023 | 53 | $66.1M |