Filing Research | NUVEEN S&P 500 DYNAMIC OVERW Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	ABSOLUTE INVESTMENT ADVISERS, LLC	Shares	422.0KSH	$7.9M
2	Shaker Financial Services, LLC	Shares	257.3KSH	$5.0M
3	Hennion & Walsh Asset Management, Inc.	Shares	254.2KSH	$4.7M
4	Sage Capital Management, LLC	Shares	166.6KSH	$3.1M
5	Shulman DeMeo Asset Management LLC	Shares	151.6KSH	$2.8M
6	FORTEM FINANCIAL GROUP, LLC	Shares	126.0KSH	$2.3M
7	PMG Family Office LLC	Shares	111.9KSH	$2.1M
8	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	108.5KSH	$2.0M
9	Prospera Financial Services Inc	Shares	101.8KSH	$1.9M
10	FORTERIS WEALTH MANAGEMENT INC.	Shares	90.3KSH	$1.7M
11	D.A. DAVIDSON & CO.	Shares	89.6KSH	$1.7M
12	Dynamic Advisor Solutions LLC	Shares	66.4KSH	$1.2M
13	DAVENPORT & Co LLC	Shares	61.4KSH	$1.1M
14	High Point Wealth Management, LLC	Shares	60.1KSH	$1.1M
15	Blake Schutter Theil Wealth Advisors, LLC	Shares	57.4KSH	$1.1M
16	PUFF WEALTH MANAGEMENT, LLC	Shares	51.3KSH	$955.6K
17	SIMS INVESTMENT MANAGEMENT, LLC	Shares	50.5KSH	$940.6K
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	44.1KSH	$822.3K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	42.0KSH	$784.0K
20	IFP Advisors, Inc	Shares	37.9KSH	$706.5K
21	WORLD EQUITY GROUP, INC.	Shares	37.4KSH	$697.7K
22	Spire Wealth Management	Shares	36.7KSH	$683.8K
23	LANARK FINANCIAL, INC.	Shares	36.5KSH	$680.2K
24	Investment Partners Asset Management, Inc.	Shares	36.4KSH	$677.6K
25	Pflug Koory, LLC	Shares	32.7KSH	$609.3K
26	DECISION INVESTMENTS, INC	Shares	32.5KSH	$606.7K
27	B. Riley Wealth Advisors, Inc.	Shares	30.0KSH	$546.5K
28	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	28.1KSH	$524.0K
29	Formidable Asset Management, LLC	Shares	31.8KSH	$511.0K
30	Patriot Financial Group Insurance Agency, LLC	Shares	25.5KSH	$474.7K
31	INSTRUMENTAL WEALTH, LLC	Shares	22.5KSH	$419.9K
32	CoreCap Advisors, LLC	Shares	18.5KSH	$345.8K
33	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	18.5KSH	$344.8K
34	UHLMANN PRICE SECURITIES, LLC	Shares	16.9KSH	$315.9K
35	Procyon Advisors, LLC	Shares	15.6KSH	$291.0K
36	Triumph Capital Management	Shares	15.2KSH	$283.6K
37	Maltin Wealth Management, Inc.	Shares	15.1KSH	$281.5K
38	Merit Financial Group, LLC	Shares	13.7KSH	$255.6K
39	Allied Private Wealth LLC	Shares	13.7KSH	$254.5K
40	Apella Capital, LLC	Shares	12.6KSH	$233.9K
41	VISTA INVESTMENT PARTNERS II, LLC	Shares	12.3KSH	$230.0K
42	Farther Finance Advisors, LLC	Shares	10.5KSH	$196.2K
43	Centurion Wealth Management LLC	Shares	10.3KSH	$192.7K
44	PFS Partners, LLC	Shares	7.0KSH	$130.5K
45	EASTERN BANK	Shares	6.3KSH	$118.0K
46	SIGNATUREFD, LLC	Shares	5.3KSH	$99.1K
47	Smallwood Wealth Investment Management, LLC	Shares	4.6KSH	$86.0K
48	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	3.0KSH	$56.6K
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.9KSH	$53.2K
50	Marshall & Sterling Wealth Advisors Inc.	Shares	2.5KSH	$47.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 73 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+43.6K	+$1.4M	$4.7M
2	ABSOLUTE INVESTMENT ADVISERS, LLC trimmed	Shares	-8.4K	+$948.8K	$7.9M
3	B. Riley Wealth Advisors, Inc. new	Shares	+30.0K	+$546.5K	$546.5K
4	Formidable Asset Management, LLC new	Shares	+31.8K	+$511.0K	$511.0K
5	Dynamic Advisor Solutions LLC added	Shares	+16.7K	+$439.0K	$1.2M
6	PMG Family Office LLC added	Shares	+425	+$326.2K	$2.1M
7	FORTERIS WEALTH MANAGEMENT INC. added	Shares	+5.0K	+$312.7K	$1.7M
8	Prospera Financial Services Inc added	Shares	+2.9K	+$307.6K	$1.9M
9	Shulman DeMeo Asset Management LLC trimmed	Shares	-6.2K	+$290.4K	$2.8M
10	FORTEM FINANCIAL GROUP, LLC trimmed	Shares	-4.9K	+$244.8K	$2.3M
11	D.A. DAVIDSON & CO. trimmed	Shares	-1.9K	+$199.6K	$1.7M
12	WORLD EQUITY GROUP, INC. added	Shares	+4.6K	+$169.6K	$697.7K
13	High Point Wealth Management, LLC added	Shares	+89	+$155.9K	$1.1M
14	Blake Schutter Theil Wealth Advisors, LLC trimmed	Shares	-2	+$147.4K	$1.1M
15	SIMS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$129.7K	$940.6K
16	LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed	Shares	-694	+$127.9K	$2.0M
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-526	+$104.9K	$822.3K
18	Spire Wealth Management added	Shares	+631	+$104.4K	$683.8K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-39	+$98.2K	$784.0K
20	IFP Advisors, Inc trimmed	Shares	-200	+$94.2K	$706.5K
21	Investment Partners Asset Management, Inc. unchanged	Shares	0	+$93.4K	$677.6K
22	LANARK FINANCIAL, INC. trimmed	Shares	-293	+$89.1K	$680.2K
23	UHLMANN PRICE SECURITIES, LLC added	Shares	+2.7K	+$87.5K	$315.9K
24	Pflug Koory, LLC unchanged	Shares	0	+$84.0K	$609.3K
25	DECISION INVESTMENTS, INC trimmed	Shares	-200	+$80.4K	$606.7K
26	DAVENPORT & Co LLC trimmed	Shares	-4.9K	+$78.4K	$1.1M
27	SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed	Shares	-226	+$68.6K	$524.0K
28	CoreCap Advisors, LLC added	Shares	+1.3K	+$68.3K	$345.8K
29	SIGNATUREFD, LLC added	Shares	+3.2K	+$65.3K	$99.1K
30	INSTRUMENTAL WEALTH, LLC trimmed	Shares	-2	+$57.9K	$419.9K
31	Procyon Advisors, LLC unchanged	Shares	0	+$40.1K	$291.0K
32	Triumph Capital Management unchanged	Shares	0	+$39.1K	$283.6K
33	LifeSteps Financial, Inc. new	Shares	+2.0K	+$37.8K	$37.8K
34	Merit Financial Group, LLC trimmed	Shares	-107	+$33.5K	$255.6K
35	VISTA INVESTMENT PARTNERS II, LLC trimmed	Shares	-2	+$31.7K	$230.0K
36	Centurion Wealth Management LLC trimmed	Shares	-4	+$26.5K	$192.7K
37	Maltin Wealth Management, Inc. trimmed	Shares	-1.0K	+$22.7K	$281.5K
38	PFS Partners, LLC unchanged	Shares	0	+$18.0K	$130.5K
39	EASTERN BANK unchanged	Shares	0	+$16.3K	$118.0K
40	Apella Capital, LLC unchanged	Shares	0	+$14.4K	$233.9K
41	Smallwood Wealth Investment Management, LLC added	Shares	+12	+$12.0K	$86.0K
42	MB, LEVIS & ASSOCIATES, LLC new	Shares	+503	+$9.4K	$9.4K
43	BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed	Shares	-1	+$7.8K	$56.6K
44	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$7.3K	$53.2K
45	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$6.5K	$47.1K
46	Crews Bank & Trust trimmed	Shares	-2	+$4.0K	$28.9K
47	Ameliora Wealth Management Ltd. new	Shares	+167	+$3.1K	$3.1K
48	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$2.9K	$21.3K
49	JFS WEALTH ADVISORS, LLC new	Shares	+100	+$1.9K	$1.9K
50	ST GERMAIN D J CO INC unchanged	Shares	0	+$1.4K	$9.9K

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