Institutional Ownership
Nuveen S&P 500 Dynamic Overw
CUSIP 6706EW100COMXSSPXQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.2%
Max % of class reported
Institutional Holders
226
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jul 25, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 25, 2024 | First Trust Portfolios LP | 13G | 5.4% | 966.9K | SEC |
| 2 | Feb 10, 2023 | First Trust Portfolios LP | 13G/A | 3.8% | 679.3K | SEC |
| 3 | Jan 21, 2022 | First Trust Portfolios LP | 13G/A | 7.2% | 1.24M | SEC |
| 4 | Jan 19, 2021 | First Trust Portfolios LP | 13G/A | 6.8% | 1.16M | SEC |
| 5 | Jan 22, 2020 | First Trust Portfolios LP | 13G | 5.9% | 997.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 12.23M | $196.50M |
| 2 | Wells Fargo & Company/Mn | 2.63M | $42.22M |
| 3 | Lpl Financial LLC | 1.97M | $31.73M |
| 4 | Invesco Ltd. | 1.95M | $31.29M |
| 5 | Ubs Group AG | 1.88M | $30.28M |
| 6 | Raymond James Financial Inc | 1.84M | $29.51M |
| 7 | Allspring Global Investments Holdings, LLC | 1.62M | $26.06M |
| 8 | Saba Capital Management, L.P. | 1.54M | $24.71M |
| 9 | Bank Of America Corp /De/ | 1.33M | $21.32M |
| 10 | Advisors Asset Management, Inc. | 1.19M | $19.19M |