CUSIP 6706EW100
NUVEEN S&P 500 DYNAMIC OVERW
94 institutions · $72.3M total · 4,198,077 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 386,457 | $7.0M | 9.20% | 2025-12-31 |
| 2 | WELLS FARGO & COMPANY/MN | 371,641 | $6.7M | 8.85% | 2025-12-31 |
| 3 | LPL Financial LLC | 356,669 | $6.4M | 8.49% | 2025-12-31 |
| 4 | RAYMOND JAMES FINANCIAL INC | 283,217 | $5.1M | 6.74% | 2025-12-31 |
| 5 | Raymond James Financial Services Advisors, Inc. | 281,157 | $4.7M | 6.69% | 2024-09-30 |
| 6 | Invesco Ltd. | 235,530 | $4.2M | 5.61% | 2025-12-31 |
| 7 | MORGAN STANLEY | 228,363 | $4.1M | 5.43% | 2025-12-31 |
| 8 | Atria Wealth Solutions, Inc. | 233,072 | $3.9M | 5.55% | 2025-03-31 |
| 9 | GUGGENHEIM CAPITAL LLC | 184,893 | $3.3M | 4.40% | 2025-12-31 |
| 10 | ADVISOR GROUP HOLDINGS, INC. | 150,499 | $2.7M | 3.58% | 2025-12-31 |
| 11 | Shaker Financial Services, LLC | 85,118 | $1.5M | 2.02% | 2025-09-30 |
| 12 | Integrated Wealth Concepts LLC | 85,034 | $1.4M | 2.02% | 2025-03-31 |
| 13 | BANK OF AMERICA CORP /DE/ | 74,630 | $1.3M | 1.77% | 2025-12-31 |
| 14 | Royal Bank of Canada | 74,224 | $1.3M | 1.76% | 2025-12-31 |
| 15 | FORTEM FINANCIAL GROUP, LLC | 71,181 | $1.3M | 1.69% | 2025-12-31 |
| 16 | Advisors Asset Management, Inc. | 55,218 | $996.1K | 1.31% | 2025-12-31 |
| 17 | DAVENPORT & Co LLC | 53,386 | $963.1K | 1.27% | 2025-12-31 |
| 18 | Shulman DeMeo Asset Management LLC | 46,128 | $832.1K | 1.09% | 2025-12-31 |
| 19 | Tyche Wealth Partners LLC | 45,004 | $811.9K | 1.07% | 2025-12-31 |
| 20 | PMG Family Office LLC | 44,877 | $809.6K | 1.06% | 2025-12-31 |
| 21 | AMERIPRISE FINANCIAL INC | 40,227 | $725.7K | 0.95% | 2025-12-31 |
| 22 | RAYMOND JAMES & ASSOCIATES | 42,395 | $711.4K | 1.00% | 2024-09-30 |
| 23 | Allspring Global Investments Holdings, LLC | 37,967 | $684.9K | 0.90% | 2025-12-31 |
| 24 | Western Wealth Management, LLC | 34,213 | $617.2K | 0.81% | 2025-12-31 |
| 25 | Private Advisor Group, LLC | 31,356 | $565.7K | 0.74% | 2025-12-31 |
| 26 | IFP Advisors, Inc | 28,940 | $522.1K | 0.68% | 2025-12-31 |
| 27 | TWO SIGMA INVESTMENTS, LP | 27,716 | $500.0K | 0.66% | 2025-12-31 |
| 28 | Cetera Investment Advisers | 27,427 | $494.8K | 0.65% | 2025-12-31 |
| 29 | GPS Wealth Strategies Group, LLC | 26,090 | $456.3K | 0.62% | 2025-09-30 |
| 30 | High Point Wealth Management, LLC | 25,052 | $451.9K | 0.59% | 2025-12-31 |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 24,490 | $441.8K | 0.58% | 2025-12-31 |
| 32 | Cornerstone Advisors, LLC | 23,140 | $410.7K | 0.55% | 2024-12-31 |
| 33 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 21,632 | $363.0K | 0.51% | 2024-09-30 |
| 34 | Allworth Financial LP | 19,290 | $348.0K | 0.45% | 2025-12-31 |
| 35 | TRUIST FINANCIAL CORP | 18,459 | $333.0K | 0.43% | 2025-12-31 |
| 36 | Independent Advisor Alliance | 17,750 | $315.1K | 0.42% | 2024-12-31 |
| 37 | Ionic Capital Management LLC | 19,142 | $312.6K | 0.45% | 2024-06-30 |
| 38 | Sheaff Brock Investment Advisors, LLC | 17,859 | $301.8K | 0.42% | 2025-03-31 |
| 39 | Diversify Advisory Services, LLC | 15,219 | $274.1K | 0.36% | 2025-12-31 |
| 40 | Hennion & Walsh Asset Management, Inc. | 14,690 | $265.0K | 0.34% | 2025-12-31 |
| 41 | 1607 Capital Partners, LLC | 14,331 | $258.5K | 0.34% | 2025-12-31 |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,541 | $253.8K | 0.37% | 2024-06-30 |
| 43 | LVZ, Inc. | 14,753 | $247.6K | 0.35% | 2024-09-30 |
| 44 | KINGSWOOD WEALTH ADVISORS, LLC | 13,625 | $245.8K | 0.32% | 2025-12-31 |
| 45 | BANK OF MONTREAL /CAN/ | 13,496 | $243.5K | 0.32% | 2025-12-31 |
| 46 | Aviance Capital Partners, LLC | 12,774 | $230.5K | 0.30% | 2025-12-31 |
| 47 | Prospera Financial Services Inc | 12,400 | $216.9K | 0.29% | 2025-09-30 |
| 48 | Logan Stone Capital, LLC | 10,924 | $197.1K | 0.26% | 2025-12-31 |
| 49 | Aptus Capital Advisors, LLC | 10,585 | $191.0K | 0.25% | 2025-12-31 |
| 50 | DECISION INVESTMENTS, INC | 10,270 | $185.3K | 0.24% | 2025-12-31 |
| 51 | Moors & Cabot, Inc. | 10,131 | $182.8K | 0.24% | 2025-12-31 |
| 52 | ENVESTNET ASSET MANAGEMENT INC | 10,011 | $175.1K | 0.23% | 2025-09-30 |
| 53 | Bank of New York Mellon Corp | 9,493 | $168.4K | 0.22% | 2025-06-30 |
| 54 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,534 | $119.9K | 0.03% | 2025-12-31 |
| 55 | Kestra Advisory Services, LLC | 3,890 | $70.2K | 0.09% | 2025-12-31 |
| 56 | Fairman Group, LLC | 4,000 | $66.5K | 0.09% | 2024-06-30 |
| 57 | PRINCIPAL SECURITIES, INC. | 3,755 | $65.7K | 0.08% | 2025-09-30 |
| 58 | PRIVATE TRUST CO NA | 3,240 | $54.8K | 0.07% | 2025-03-31 |
| 59 | NewEdge Advisors, LLC | 2,643 | $47.7K | 0.06% | 2025-12-31 |
| 60 | CIBC Private Wealth Group, LLC | 2,500 | $45.1K | 0.05% | 2025-12-31 |
| 61 | SOUTH PLAINS FINANCIAL, INC. | 2,500 | $42.2K | 0.05% | 2025-03-31 |
| 62 | North Star Investment Management Corp. | 2,000 | $36.1K | 0.04% | 2025-12-31 |
| 63 | Steward Partners Investment Advisory, LLC | 1,725 | $31.1K | 0.04% | 2025-12-31 |
| 64 | Farther Finance Advisors, LLC | 1,568 | $28.3K | 0.03% | 2025-12-31 |
| 65 | Larson Financial Group LLC | 1,400 | $23.7K | 0.03% | 2025-03-31 |
| 66 | PNC Financial Services Group, Inc. | 1,000 | $18.0K | 0.02% | 2025-12-31 |
| 67 | FLAGSHIP HARBOR ADVISORS, LLC | 971 | $17.5K | 0.02% | 2025-12-31 |
| 68 | WOLVERINE ASSET MANAGEMENT LLC | 778 | $14.0K | 0.01% | 2025-12-31 |
| 69 | Rockefeller Capital Management L.P. | 800 | $14.0K | 0.01% | 2025-09-30 |
| 70 | SageView Advisory Group, LLC | 663 | $12.0K | 0.01% | 2025-12-31 |
| 71 | COMERICA BANK | 600 | $10.8K | 0.01% | 2025-12-31 |
| 72 | Sound Income Strategies, LLC | 581 | $10.5K | 0.01% | 2025-12-31 |
| 73 | Smallwood Wealth Investment Management, LLC | 542 | $9.8K | 0.01% | 2025-12-31 |
| 74 | MATHER GROUP, LLC. | 583 | $9.1K | 0.01% | 2024-06-30 |
| 75 | SRS Capital Advisors, Inc. | 500 | $9.0K | 0.01% | 2025-12-31 |
| 76 | JONES FINANCIAL COMPANIES LLLP | 500 | $8.3K | 0.01% | 2024-09-30 |
| 77 | Transce3nd, LLC | 382 | $6.8K | 0.00% | 2024-12-31 |
| 78 | ST GERMAIN D J CO INC | 375 | $6.8K | 0.00% | 2025-12-31 |
| 79 | JPMORGAN CHASE & CO | 268 | $4.8K | 0.00% | 2025-12-31 |
| 80 | Kentucky Trust Co | 240 | $4.3K | 0.00% | 2025-12-31 |
| 81 | West Branch Capital LLC | 250 | $4.2K | 0.00% | 2025-03-31 |
| 82 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200 | $3.6K | 0.00% | 2025-12-31 |
| 83 | Geneos Wealth Management Inc. | 172 | $3.1K | 0.00% | 2025-12-31 |
| 84 | Park Square Financial Group, LLC | 159 | $2.8K | 0.00% | 2025-06-30 |
| 85 | Cambridge Investment Research Advisors, Inc. | 112,979 | $2.0K | 2.69% | 2025-12-31 |
| 86 | Ameritas Advisory Services, LLC | 96 | $1.7K | 0.00% | 2025-09-30 |
| 87 | Advisory Services Network, LLC | 40 | $700 | 0.00% | 2025-09-30 |
| 88 | Janney Montgomery Scott LLC | 10,733 | $194 | 0.25% | 2025-12-31 |
| 89 | WEDBUSH SECURITIES INC | 10,363 | $187 | 0.24% | 2025-12-31 |
| 90 | BENJAMIN F. EDWARDS & COMPANY, INC. | 3,250 | $53 | 0.07% | 2024-06-30 |
| 91 | FNY Investment Advisers, LLC | 2,000 | $34 | 0.04% | 2025-12-31 |
| 92 | NBC SECURITIES, INC. | 611 | $10 | 0.01% | 2024-09-30 |
| 93 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 94 | First Horizon Advisors, Inc. | 0 | $0 | 0.00% | 2025-06-30 |