IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen Nasdaq 100 DYN Overwr (QQQX)

CUSIP: 670699107 | US | Financial Services · Asset Management | Small Cap | 472 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC527,627
0.0% of portfolio›$16.1M
Huntleigh Advisors, Inc.148,430
0.6% of portfolio›$4.5M
D.A. Davidson & Co.107,131
0.0% of portfolio›$3.3M
Kestra Advisory Services, LLC67,526
0.0% of portfolio›$2.1M
PMG Family Office LLC60,981
1.8% of portfolio›$1.9M
High Point Wealth Management, LLC59,936
1.4% of portfolio›$1.8M
Moneco Advisors, LLC59,390
0.1% of portfolio›$1.8M
Hennion & Walsh Asset Management, Inc.58,047
0.1% of portfolio›$1.8M
Commonwealth Equity Services, LLC53,909
0.0% of portfolio›$1.6M
Axxcess Wealth Management, LLC45,120
0.1% of portfolio›$1.4M
Shulman DeMeo Asset Management LLC44,082
0.3% of portfolio›$1.3M
Advisor OS, LLC29,387
0.1% of portfolio›$894.3K
HUB Investment Partners, LLC28,655
0.0% of portfolio›$872.0K
Wedbush Securities Inc19,706
0.0% of portfolio›$600
Dynamic Advisor Solutions LLC17,417
0.0% of portfolio›$530.0K
Avory & Company, LLC17,157
0.7% of portfolio›$522.1K
Sapient Capital LLC16,814
0.0% of portfolio›$524.1K
Davenport & Co LLC16,500
0.0% of portfolio›$502.1K
Truist Financial Corp15,179
0.0% of portfolio›$461.9K
Lanark Financial, Inc.14,287
0.0% of portfolio›$434.8K
International Assets Investment Management, LLC13,615
0.0% of portfolio›$420.1K
Aviance Capital Partners, LLC13,458
0.0% of portfolio›$409.5K
Cyndeo Wealth Partners, LLC13,300
0.0% of portfolio›$404.7K
Kingswood Wealth Advisors, LLC13,267
0.0% of portfolio›$403.7K
Diversify Advisory Services, LLC12,846
0.0% of portfolio›$392.8K
Diversify Wealth Management, LLC12,846
0.0% of portfolio›$392.8K
Diversified Enterprises, LLC12,839
0.0% of portfolio›$390.7K
Procyon Advisors, LLC12,300
0.0% of portfolio›$374.3K
Cambridge Investment Research Advisors, Inc.10,411
0.0% of portfolio›$317
Decision Investments, Inc10,069
0.3% of portfolio›$306.4K
Creative Planning8,973
0.0% of portfolio›$273.0K
Register Financial Advisors LLC8,615
0.1% of portfolio›$262.2K
Bay Capital Advisors, LLC8,560
0.1% of portfolio›$260.5K
WealthTrust Asset Management, LLC8,354
0.1% of portfolio›$254.2K
Cypress Wealth Services, LLC7,949
0.0% of portfolio›$246.1K
Aurora Private Wealth, Inc.7,559
0.0% of portfolio›$230
Griffin Asset Management, Inc.7,440
0.0% of portfolio›$226.4K
Cornerstone Wealth Group, LLC7,310
0.0% of portfolio›$222.4K
Main Street Group, LTD7,158
0.0% of portfolio›$217.8K
Wilkins Investment Counsel Inc7,146
0.0% of portfolio›$217.5K
Formidable Asset Management, LLC7,100
0.0% of portfolio›$214.0K
Farther Finance Advisors, LLC7,044
0.0% of portfolio›$214.3K
Next Level Private LLC6,644
0.0% of portfolio›$202.2K
FNY Investment Advisers, LLC5,300
0.0% of portfolio›$161
Eastern Bank4,872
0.0% of portfolio›$148.3K
TD Waterhouse Canada Inc.2,976
0.0% of portfolio›$92.0K
Ascentis Independent Advisors2,766
0.0% of portfolio›$84.2K
Bell Investment Advisors, Inc2,028
0.0% of portfolio›$61.7K
Trellis Wealth Advisors LLC1,750
0.0% of portfolio›$53.3K
Mather Group, Llc.1,262
0.0% of portfolio›$38.4K
First Bancorp, Inc1,025
0.0% of portfolio›$31.2K
Financial Management Professionals, Inc.741
0.0% of portfolio›$23.1K
Cassaday & Co Wealth Management LLC660
0.0% of portfolio›$20.1K
Bokf, NA658
0.0% of portfolio›$20.0K
Heritage Family Offices, LLP577
0.0% of portfolio›$17.6K
Thurston, Springer, Miller, Herd & Titak, Inc.575
0.0% of portfolio›$17.5K
Salomon & Ludwin, LLC491
0.0% of portfolio›$14.9K
Vision Financial Markets LLC456
0.0% of portfolio›$14.1K
Noble Wealth Management PBC375
0.0% of portfolio›$11.4K
Spire Wealth Management352
0.0% of portfolio›$10.7K
Golden State Wealth Management, LLC210
0.0% of portfolio›$6.4K
Hickory Point Bank & Trust200
0.0% of portfolio›$6.1K
Montgomery Financial Services LLC196
0.0% of portfolio›$6.0K
MB, Levis & Associates, LLC187
0.0% of portfolio›$5.7K
Markowski Investments100
0.0% of portfolio›$3.0K
Highline Wealth Partners LLC100
0.0% of portfolio›$3.0K
Root Financial Partners, LLC48
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
527,627$16.1M0.0%CoreMediumCharlotte, NC2026-11-04
Huntleigh Advisors, Inc.
148,430$4.5M0.6%GrowthMediumSt. Louis, MO2026-11-03
D.A. Davidson & Co.
107,131$3.3M0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Advisory Services, LLC
67,526$2.1M0.0%CoreLowAustin, TX2026-11-02
PMG Family Office LLC
60,981$1.9M1.8%YieldVery LowPlano, TX2026-10-19
High Point Wealth Management, LLC
59,936$1.8M1.4%ETFLowChester, NJ2026-11-05
Moneco Advisors, LLC
59,390$1.8M0.1%ETFLowFairfield, CT2026-11-05
Hennion & Walsh Asset Management, Inc.
58,047$1.8M0.1%ValueMediumParsippany, NJ2026-10-13
Commonwealth Equity Services, LLC
53,909$1.6M0.0%ETFLowWaltham, MA2026-11-02
Axxcess Wealth Management, LLC
45,120$1.4M0.1%CoreLowCarlsbad, CA2026-10-21
Shulman DeMeo Asset Management LLC
44,082$1.3M0.3%ETFVery LowLake Success, NY2026-10-09
Advisor OS, LLC
29,387$894.3K0.1%ETFMediumChicago, IL2026-11-03
HUB Investment Partners, LLC
28,655$872.0K0.0%GrowthLowAustin, TX2026-11-03
Wedbush Securities Inc
19,706$6000.0%CoreLowPasadena, CA2026-10-22
Dynamic Advisor Solutions LLC
17,417$530.0K0.0%ETFLowPhoenix, AZ2026-10-13
Avory & Company, LLC
17,157$522.1K0.7%GARPLowMiami, FL2026-10-21
Sapient Capital LLC
16,814$524.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
Davenport & Co LLC
16,500$502.1K0.0%CoreMediumRichmond, VA2026-10-14
Truist Financial Corp
15,179$461.9K0.0%CoreLowCharlotte, NC2026-10-30
Lanark Financial, Inc.
14,287$434.8K0.0%CoreMediumBirmingham, AL2026-10-26
International Assets Investment Management, LLC
13,615$420.1K0.0%CoreVery HighOrlando, FL2026-11-02
Aviance Capital Partners, LLC
13,458$409.5K0.0%CoreLowNaples, FL2026-10-29
Cyndeo Wealth Partners, LLC
13,300$404.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Kingswood Wealth Advisors, LLC
13,267$403.7K0.0%GrowthLowSan Diego, CA2026-10-23
Diversify Advisory Services, LLC
12,846$392.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,846$392.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversified Enterprises, LLC
12,839$390.7K0.0%ETFVery LowWilmington, DE2026-10-19
Procyon Advisors, LLC
12,300$374.3K0.0%CoreVery LowShelton, CT2026-10-21
Cambridge Investment Research Advisors, Inc.
10,411$3170.0%ETFLowFairfield, IA2026-11-02
Decision Investments, Inc
10,069$306.4K0.3%GrowthLowSan Diego, CA2026-10-07
Creative Planning
8,973$273.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Register Financial Advisors LLC
8,615$262.2K0.1%GARPLowAtlanta, GA2026-10-23
Bay Capital Advisors, LLC
8,560$260.5K0.1%ETFLowVirginia Beach, VA2026-10-16
WealthTrust Asset Management, LLC
8,354$254.2K0.1%GARPMediumDestin, FL2026-10-22
Cypress Wealth Services, LLC
7,949$246.1K0.0%ETFLowPalm Desert, CA2026-10-21
Aurora Private Wealth, Inc.
7,559$2300.0%ETFLowRockaway, NJ2026-10-20
Griffin Asset Management, Inc.
7,440$226.4K0.0%CoreLowNew York, NY2026-10-22
Cornerstone Wealth Group, LLC
7,310$222.4K0.0%CoreMediumHuntersville, NC2026-11-02
Main Street Group, LTD
7,158$217.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Wilkins Investment Counsel Inc
7,146$217.5K0.0%ValueLowBoston, MA2026-11-03
Formidable Asset Management, LLC
7,100$214.0K0.0%CoreLowCincinnati, OH2026-11-03
Farther Finance Advisors, LLC
7,044$214.3K0.0%IndexLowSan Francisco, CA2026-10-08
Next Level Private LLC
6,644$202.2K0.0%CoreVery LowHarrison, NY2026-10-20
FNY Investment Advisers, LLC
5,300$1610.0%GrowthVery HighNew York, NY2026-10-16
Eastern Bank
4,872$148.3K0.0%GrowthMediumBoston, MA2026-10-05
TD Waterhouse Canada Inc.
2,976$92.0K0.0%CoreLowToronto, Australia2026-10-16
Ascentis Independent Advisors
2,766$84.2K0.0%ETFLowDallas, TX2026-11-03
Bell Investment Advisors, Inc
2,028$61.7K0.0%ETFVery LowOrinda, CA2026-10-29
Trellis Wealth Advisors LLC
1,750$53.3K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Mather Group, Llc.
1,262$38.4K0.0%ETFMediumChicago, IL2026-10-14
First Bancorp, Inc
1,025$31.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Financial Management Professionals, Inc.
741$23.1K0.0%ETFMediumAustin, TX2026-10-23
Cassaday & Co Wealth Management LLC
660$20.1K0.0%ETFVery LowMclean, VA2026-10-27
Bokf, NA
658$20.0K0.0%CoreLowTulsa, OK2026-10-27
Heritage Family Offices, LLP
577$17.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
575$17.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Salomon & Ludwin, LLC
491$14.9K0.0%ETFVery LowRichmond, VA2026-10-29
Vision Financial Markets LLC
456$14.1K0.0%CoreLowStamford, CT2026-10-22
Noble Wealth Management PBC
375$11.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Spire Wealth Management
352$10.7K0.0%GrowthMediumMclean, VA2026-10-30
Golden State Wealth Management, LLC
210$6.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Hickory Point Bank & Trust
200$6.1K0.0%CoreVery LowDecatur, IL2026-10-01
Montgomery Financial Services LLC
196$6.0K0.0%ETFN/AOcean City, MD2026-11-03
MB, Levis & Associates, LLC
187$5.7K0.0%ETFVery LowCenter Valley, PA2026-10-16
Markowski Investments
100$3.0K0.0%ETFN/ATampa, FL2026-10-30
Highline Wealth Partners LLC
100$3.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
48$1.5K0.0%ETFMediumEncinitas, CA2026-10-21