NUVEEN S&P 500 BUY-WRITE INC
CUSIP 6706ER101
Nuveen S&P 500 Buy-Write Inc has 7 institutional holders in Filings Flow’s 13F database, together reporting 12.18M shares worth $179M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Wells Fargo & Company/Mn.
Institutional Holders
7
Q1 2026
Reported Value
$179M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sage Capital Management, LLC$213M AUM | 1.63% | $4M | 239.7K | Q4 2025OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 1.22% | $5M | 366.5K | Q4 2025OLDER |
| TPG Advisors LLC$160M AUM | 1.12% | $2M | 122.4K | Q4 2025OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.83% | $1M | 69.1K | Q4 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.77% | $1M | 89.5K | Q4 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.63% | $645,080 | 43.9K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.62% | $2M | 126.4K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.57% | $2M | 121.6K | Q4 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.54% | $574,265 | 39.1K | Q4 2025OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.45% | $2M | 133.2K | Q4 2025OLDER |
| GatePass Capital, LLC$214M AUM | 0.35% | $676,200 | 46.0K | Q4 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.34% | $539,622 | 36.7K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.32% | $19M | 1.31M | Q4 2025OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.32% | $1M | 94.6K | Q4 2025OLDER |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 0.31% | $867,844 | 60.1K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.29% | $4M | 246.9K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.29% | $2M | 113.3K | Q4 2025OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.27% | $407,754 | 27.7K | Q4 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.27% | $572,389 | 38.9K | Q4 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.24% | $736,585 | 50.1K | Q4 2025OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.24% | $392,833 | 26.8K | Q4 2025OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.21% | $862,434 | 58.7K | Q4 2025OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.19% | $284,630 | 19.4K | Q4 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.18% | $986,164 | 67.1K | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.15% | $470,457 | 32.0K | Q4 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.14% | $234,465 | 15.9K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.14% | $492,950 | 33.5K | Q4 2025OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.13% | $314,154 | 21.4K | Q4 2025OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.11% | $281,904 | 19.2K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.11% | $117,600 | 8.0K | Q4 2025OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.11% | $289,193 | 19.7K | Q4 2025OLDER |
| Pointe Capital Management LLC$202M AUM | 0.10% | $208,079 | 14.2K | Q4 2025OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.10% | $204,330 | 13.9K | Q4 2025OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.09% | $827,218 | 56.2K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.09% | $3M | 176.9K | Q4 2025OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.08% | $630,057 | 42.9K | Q4 2025OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.07% | $208,848 | 14.2K | Q4 2025OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.06% | $618,484 | 42.1K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.06% | $9M | 584.8K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.06% | $112,529 | 7.7K | Q4 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.05% | $343,986 | 23.4K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $760,840 | 51.8K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.05% | $411,275 | 28.0K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 76.6K | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.05% | $309,626 | 21.1K | Q4 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.04% | $161,348 | 11.0K | Q4 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.04% | $316,750 | 21.5K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 95.7K | Q4 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.04% | $181,073 | 12.3K | Q4 2025OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.04% | $2M | 125.2K | Q4 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.04% | $195,575 | 13.5K | Q3 2025OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.04% | $504,210 | 34.3K | Q4 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $514,368 | 35.0K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.04% | $194,410 | 13.2K | Q4 2025OLDER |
| Almitas Capital LLC$443M AUM | 0.03% | $151,704 | 10.3K | Q4 2025OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.03% | $158,017 | 10.9K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $424,300 | 28.9K | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.03% | $60,271 | 4.1K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $490,539 | 33.4K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.03% | $172,328 | 11.7K | Q4 2025OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.03% | $171,398 | 11.7K | Q4 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.03% | $2M | 159.7K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 106.0K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $16M | 1.06M | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $754,462 | 49.7K | Q4 2025OLDER |
| Apriem Advisors$1.0B AUM | 0.02% | $264,130 | 18.0K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.02% | $157,855 | 10.7K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $303,188 | 20.6K | Q4 2025OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.02% | $610,109 | 41.5K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.02% | $606,270 | 41.2K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $314,242 | 21.4K | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.02% | $86,640 | 6.0K | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $379,801 | 26.3K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 201.6K | Q4 2025OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.01% | $171,902 | 11.7K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $253,987 | 17.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 688.4K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $252,461 | 17.2K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $177M | 12.04M | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $302,306 | 20.6K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $761,357 | 51.8K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 451.6K | Q4 2025OLDER |
| Hoese & Co LLP$135M AUM | 0.01% | $12,862 | 875 | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $44,100 | 3.0K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 124.7K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 1.72M | Q4 2025OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $12,332 | 930 | Q2 2026 |
| Kilter Group LLC$232M AUM | 0.01% | $14,334 | 975 | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,261 | 562 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $284,773 | 18.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 93.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 83.3K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $337,924 | 23.0K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $4M | 245.4K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 1.05M | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 89.1K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $25M | 1.71M | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $221,009 | 15.0K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $126,552 | 8.6K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 326.6K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $774,804 | 52.7K | Q4 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.00% | $202,390 | 13.8K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $654,400 | 44.5K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $151,983 | 10.3K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $49,980 | 3.4K | Q4 2025OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.00% | $227,574 | 15.8K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21M | 1.43M | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $21M | 1.45M | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $399,708 | 27.2K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $29,797 | 2.0K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $44,616 | 3.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 175.9K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 135.5K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $204,816 | 13.8K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $204,675 | 13.9K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $455,979 | 31.0K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $121,613 | 8.3K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $26,520 | 2.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $207,291 | 14.1K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 138.2K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $15,321 | 1.1K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $556,728 | 37.9K | Q4 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $26,460 | 1.8K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $105,840 | 26.9K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $5,968 | 406 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $137,019 | 9.3K | Q4 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $3,352 | 228 | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $3,764 | 256 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $27,413 | 1.9K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $232,539 | 15.8K | Q4 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $15,538 | 1.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $68,282 | 4.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 350.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 461.6K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $204,727 | 13.9K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $583,299 | 39.7K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,941 | 0 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $257,794 | 17.5K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $33,075 | 2.3K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13M | 864.4K | Q4 2025OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.00% | $2,652 | 200 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $615,739 | 41.9K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $76,125 | 5.2K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $332,615 | 22.6K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 176.3K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $465,712 | 31.7K | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $14,123 | 978 | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $3,675 | 250 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $36,912 | 2.5K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,187 | 693 | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $32,325 | 2.2K | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $1,691 | 115 | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $3,703 | 254 | Q4 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $1,470 | 100 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $244,931 | 16.7K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $745,829 | 50.7K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $11,922 | 811 | Q4 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $6,395 | 435 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $143 | 9.7K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $306,745 | 20.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $542,310 | 36.9K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $37,250 | 2.5K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $8,291 | 564 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $7,409 | 504 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $229,805 | 15.6K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $2,749 | 187 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $544 | 37 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $73,500 | 5.0K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $239,360 | 16.3K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $161,484 | 11.2K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $50,715 | 3.5K | Q4 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $6,836 | 465 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7,350 | 500 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $35,692 | 2.4K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $6 | 0 | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.