$QQQX

$30.99 +$0.15 (0.49%) Close

$QQQX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 48.8M shares outstanding

Who owns QQQX?

By type of holder

Institutions 26.9% Everyone else 73.1%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 18.7%

Morgan Stanley 3.9% · Karpus Management, Inc. 2.9%

Institutional ownership

26.9%

-0.4 pts vs last qtr

Institutional holders

151

+15 vs last qtr

Net shares bought

−180.4K

by institutions in Q2 2026

New / sold out

28 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Allspring Global Investments Holdings, LLC +140.0K
LPL Financial LLC +103.6K

Biggest sellers in Q2 2026

Karpus Management, Inc. −243.1K
Invesco Ltd. −166.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Nuveen Nasdaq 100 Dynamic Overwrite Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Nuveen Nasdaq 100 Dynamic Overwrite Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years1% 1–3 years31% Under 1 year6%

Quarterly turnover

6.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting QQQX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	1.9M	3.85%	−68.7K (−3.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.0M (Q2'25) Change over 8 quarters+143.9K Share of the company3.850% Morgan Stanley's full portfolio →
KM Karpus Management, Inc.	1.4M	2.85%	−243.1K (−14.9%)	2023	1.2%
Shares held by quarter Peak holding1.8M (Q4'24) Change over 8 quarters−346.9K Share of the company2.850% Karpus Management, Inc.'s full portfolio →

Morgan Stanley

1.9M

% of company

3.85%

Change vs last qtr

−68.7K (−3.5%)

Held since

≤2021

Karpus Management, Inc.

1.4M

% of company

2.85%

Change vs last qtr

−243.1K (−14.9%)

Held since

2023

28 more super investors behind a free account

See every manager holding Nuveen Nasdaq 100 Dynamic Overwrite Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting QQQX on Form N-PORT; together they hold 1.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$19.9M	627.9K	1.29%	2.40%	May 31, 2026
FT First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII	$1.27M	41.1K	0.08%	1.53%	August 31, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$19.9M

% of company

1.29%

% of the fund

2.40%

As of

May 31, 2026

First Trust Income Opportunities ETF

First Trust Exchange-Traded Fund VIII

Position value

$1.27M

% of company

0.08%

% of the fund

1.53%

As of

August 31, 2026

3 more funds behind a free account

See every fund holding Nuveen Nasdaq 100 Dynamic Overwrite Fund and how much of the fund the position is.

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