XDIAXNUVEEN DOW 30 DYNMC OVERWRT
CUSIP 67075F105 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Dow 30 Dynmc Overwrt (XDIAX) has 4 institutional holders in Filings Flow’s 13F database, together reporting 1.77M shares worth $27M as of Q1 2026. The largest reported holders are Morgan Stanley, Saba Capital Management, L.P., and Bank Of America Corp /De/.
Institutional Holders
4
Q1 2026
Reported Value
$27M
Ticker
XDIAX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 0.96% | $3M | 199.2K | Q4 2025OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.95% | $3M | 183.2K | Q4 2025OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.73% | $24M | 1.60M | Q4 2025OLDER |
| Almitas Capital LLC$443M AUM | 0.38% | $2M | 114.2K | Q4 2025OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.21% | $904,155 | 59.3K | Q4 2025OLDER |
| Wela Strategies, Inc.$264M AUM | 0.19% | $504,637 | 33.9K | Q3 2025OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.18% | $277,385 | 18.2K | Q4 2025OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.18% | $254,475 | 16.7K | Q4 2025OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.18% | $2M | 98.5K | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.16% | $1M | 70.9K | Q4 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.16% | $870,217 | 57.0K | Q4 2025OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.14% | $1M | 72.1K | Q4 2025OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.14% | $286,888 | 18.8K | Q4 2025OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.13% | $200,394 | 13.1K | Q4 2025OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.13% | $218,806 | 14.3K | Q4 2025OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.12% | $2M | 118.1K | Q4 2025OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.12% | $345,700 | 22.7K | Q4 2025OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.11% | $221,804 | 14.5K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 90.2K | Q4 2025OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.09% | $3M | 185.5K | Q4 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.09% | $570,281 | 37.4K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.08% | $5M | 353.1K | Q4 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT LLC$570M AUM | 0.08% | $463,182 | 32.3K | Q2 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.08% | $2M | 112.1K | Q4 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.08% | $486,031 | 31.9K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.07% | $164,808 | 10.8K | Q4 2025OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.07% | $3M | 204.5K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.06% | $124,979 | 8.2K | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.05% | $119,995 | 7.9K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $7M | 472.8K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.05% | $429,463 | 28.1K | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.04% | $181,502 | 11.9K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.04% | $242,542 | 15.9K | Q4 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.04% | $185,211 | 12.1K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.03% | $4M | 249.3K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $145,544 | 10.4K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.03% | $43,292 | 2.8K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.03% | $86,900 | 6.1K | Q2 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $350,980 | 23.0K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $461,600 | 30.2K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $583,695 | 38.3K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $537,951 | 37.5K | Q2 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $890,925 | 58.4K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $9M | 603.2K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.01% | $38,913 | 2.5K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $13 | 864 | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $379,545 | 24.6K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 65.8K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $15,153 | 993 | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $243,573 | 16.0K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $8,558 | 561 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $565,335 | 36.4K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $349,812 | 22.9K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $13,999 | 917 | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $180,109 | 12.1K | Q3 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.01% | $17,840 | 1.2K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $54,692 | 3.6K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 69.6K | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $10,585 | 693 | Q4 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.01% | $40,969 | 2.9K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 135.8K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $18,999 | 1.2K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $996,444 | 65.3K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $173,643 | 12.1K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $45,120 | 3.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $262,701 | 17.2K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $609,531 | 39.9K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 729.6K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $19,580 | 1.3K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $160,230 | 10.5K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $91,560 | 6.0K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $236,776 | 15.5K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $832,859 | 54.6K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $209,575 | 13.7K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $126,811 | 8.3K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $125,163 | 8.2K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 96.6K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $30,520 | 2.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 636.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $26M | 1.71M | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $4,227 | 277 | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $392,319 | 25.7K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 87.6K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $177,221 | 11.6K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $176,741 | 11.6K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $76,880 | 5.0K | Q4 2025OLDER |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $4,460 | 311 | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 554.9K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $17M | 1.12M | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $106,820 | 7.0K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $54,020 | 3.5K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $7,445 | 500 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 403.9K | Q4 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $5,173 | 339 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $285,973 | 18.8K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 202.3K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $204,973 | 13.4K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $11,986 | 805 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $190,218 | 12.5K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $532,480 | 34.9K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $35,850 | 2.5K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $41,647 | 2.8K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $30,520 | 2.0K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $50,022 | 3.3K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $539,598 | 35.4K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $237,387 | 15.6K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 91.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 89.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $66,946 | 4.4K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,156 | 600 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $166,792 | 10.9K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $229,709 | 15.1K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $207,576 | 13.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 92.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $230,116 | 15.1K | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $1,214 | 80 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,208 | 800 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $37,972 | 2.6K | Q2 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $916 | 60 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,405 | 944 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $534 | 35 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,052 | 200 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2,625 | 172 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $11,445 | 750 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $62 | 4 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,747 | 180 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6,150 | 403 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.