Institutional Ownership
Nuveen S&P 500 Dynamic Overw
CUSIP 6706EW100COMXSSPXQ1 2026
Institutional Holders
226
13F filers
Shares Held
42.99M
Aggregate institutional
Institutional Value
$673.24M
Q1 2026
Net New Holders
+168
172 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions172
Increased49
Decreased1
Sold out4
Institutional Holders
226 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 12.23M | $196.50M | +12.00M | Added |
| 2 | Wells Fargo & Company/Mn | 2.63M | $42.22M | +1.93M | Added |
| 3 | Lpl Financial LLC | 1.97M | $31.73M | +1.62M | Added |
| 4 | Invesco Ltd. | 1.95M | $31.29M | +1.60M | Added |
| 5 | Ubs Group AG | 1.88M | $30.28M | +1.49M | Added |
| 6 | Raymond James Financial Inc | 1.84M | $29.51M | +1.49M | Added |
| 7 | Allspring Global Investments Holdings, LLC | 1.62M | $26.06M | +1.58M | Added |
| 8 | Saba Capital Management, L.P. | 1.54M | $24.71M | +1.54M | New |
| 9 | Bank Of America Corp /De/ | 1.33M | $21.32M | +1.25M | Added |
| 10 | Advisors Asset Management, Inc. | 1.19M | $19.19M | +1.14M | Added |
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