Filing Research | NUVEEN NASDAQ 100 DYNAMIC OV Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	107.4KSH	$3.2M
2	PMG Family Office LLC	Shares	60.8KSH	$1.9M
3	High Point Wealth Management, LLC	Shares	53.8KSH	$1.6M
4	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	46.0KSH	$1.4M
5	Shaker Financial Services, LLC	Shares	45.1KSH	$1.4M
6	Shulman DeMeo Asset Management LLC	Shares	44.2KSH	$1.3M
7	Hennion & Walsh Asset Management, Inc.	Shares	34.9KSH	$1.1M
8	PFG Investments, LLC	Shares	19.7KSH	$594.9K
9	SAPIENT CAPITAL LLC	Shares	16.8KSH	$519.2K
10	Avory & Company, LLC	Shares	17.2KSH	$517.1K
11	DAVENPORT & Co LLC	Shares	16.5KSH	$497.3K
12	Cyndeo Wealth Partners, LLC	Shares	16.4KSH	$494.5K
13	Dynamic Advisor Solutions LLC	Shares	16.0KSH	$482.8K
14	LANARK FINANCIAL, INC.	Shares	14.2KSH	$429.4K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	13.6KSH	$413.3K
16	J.W. COLE ADVISORS, INC.	Shares	13.4KSH	$403.6K
17	DECISION INVESTMENTS, INC	Shares	10.1KSH	$303.5K
18	Merit Financial Group, LLC	Shares	9.9KSH	$298.2K
19	Bay Capital Advisors, LLC	Shares	8.9KSH	$267.0K
20	Register Financial Advisors LLC	Shares	8.6KSH	$259.7K
21	Cypress Wealth Services, LLC	Shares	7.7KSH	$232.7K
22	GRIFFIN ASSET MANAGEMENT, INC.	Shares	7.4KSH	$224.2K
23	Procyon Advisors, LLC	Shares	7.2KSH	$217.0K
24	Main Street Group, LTD	Shares	7.2KSH	$215.7K
25	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	6.7KSH	$201.5K
26	Farther Finance Advisors, LLC	Shares	6.1KSH	$182.9K
27	EASTERN BANK	Shares	2.3KSH	$69.1K
28	IFP Advisors, Inc	Shares	1.1KSH	$33.4K
29	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.0KSH	$30.1K
30	Financial Management Professionals, Inc.	Shares	724SH	$22.3K
31	VISION FINANCIAL MARKETS LLC	Shares	456SH	$13.8K
32	Noble Wealth Management PBC	Shares	375SH	$11.3K
33	Spire Wealth Management	Shares	352SH	$10.6K
34	Vermillion Wealth Management, Inc.	Shares	223SH	$6.7K
35	GoalVest Advisory LLC	Shares	213SH	$6.4K
36	Golden State Wealth Management, LLC	Shares	210SH	$6.3K
37	Hickory Point Bank & Trust	Shares	200SH	$6.0K
38	MB, LEVIS & ASSOCIATES, LLC	Shares	187SH	$5.6K
39	HIGHLINE WEALTH PARTNERS LLC	Shares	100SH	$3.0K
40	Aurora Private Wealth, Inc.	Shares	7.4KSH	$224
41	FNY Investment Advisers, LLC	Shares	3.8KSH	$114
42	Farmers & Merchants Trust Co of Chambersburg PA	Shares	400SH	$12

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

45 / 45 loaded

#		Instrument
1	Shaker Financial Services, LLC new	Shares	+45.1K	+$1.4M	$1.4M
2	Hennion & Walsh Asset Management, Inc. added	Shares	+20.2K	+$659.5K	$1.1M
3	D.A. DAVIDSON & CO. added	Shares	+6.6K	+$549.4K	$3.2M
4	High Point Wealth Management, LLC added	Shares	+9.3K	+$433.4K	$1.6M
5	J.W. COLE ADVISORS, INC. new	Shares	+13.4K	+$403.6K	$403.6K
6	PMG Family Office LLC added	Shares	+611	+$235.3K	$1.9M
7	GRIFFIN ASSET MANAGEMENT, INC. new	Shares	+7.4K	+$224.2K	$224.2K
8	Procyon Advisors, LLC new	Shares	+7.2K	+$217.0K	$217.0K
9	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+6.7K	+$201.5K	$201.5K
10	Farther Finance Advisors, LLC new	Shares	+6.1K	+$182.9K	$182.9K
11	SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed	Shares	-500	+$146.3K	$1.4M
12	Shulman DeMeo Asset Management LLC trimmed	Shares	-1.7K	+$109.0K	$1.3M
13	Dynamic Advisor Solutions LLC added	Shares	+231	+$61.7K	$482.8K
14	SAPIENT CAPITAL LLC unchanged	Shares	0	+$60.4K	$519.2K
15	Avory & Company, LLC unchanged	Shares	0	+$59.5K	$517.1K
16	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$56.9K	$494.5K
17	DECISION INVESTMENTS, INC added	Shares	+370	+$44.8K	$303.5K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+200	+$41.1K	$413.3K
19	Merit Financial Group, LLC trimmed	Shares	-4	+$34.2K	$298.2K
20	IFP Advisors, Inc new	Shares	+1.1K	+$33.4K	$33.4K
21	DAVENPORT & Co LLC trimmed	Shares	-1.0K	+$30.6K	$497.3K
22	Cypress Wealth Services, LLC added	Shares	+101	+$29.5K	$232.7K
23	Main Street Group, LTD unchanged	Shares	0	+$24.8K	$215.7K
24	EASTERN BANK unchanged	Shares	0	+$8.0K	$69.1K
25	MB, LEVIS & ASSOCIATES, LLC new	Shares	+187	+$5.6K	$5.6K
26	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$3.5K	$30.1K
27	Financial Management Professionals, Inc. added	Shares	+16	+$3.0K	$22.3K
28	VISION FINANCIAL MARKETS LLC added	Shares	+21	+$2.2K	$13.8K
29	Vermillion Wealth Management, Inc. added	Shares	+22	+$1.4K	$6.7K
30	Noble Wealth Management PBC unchanged	Shares	0	+$1.3K	$11.3K
31	Spire Wealth Management unchanged	Shares	0	+$1.2K	$10.6K
32	GoalVest Advisory LLC unchanged	Shares	0	+$739	$6.4K
33	Golden State Wealth Management, LLC unchanged	Shares	0	+$728	$6.3K
34	Hickory Point Bank & Trust unchanged	Shares	0	+$694	$6.0K
35	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$347	$3.0K
36	Bay Capital Advisors, LLC trimmed	Shares	-1.1K	+$260	$267.0K
37	Aurora Private Wealth, Inc. added	Shares	+61	+$14	$224
38	FNY Investment Advisers, LLC unchanged	Shares	0	+$13	$114
39	Farmers & Merchants Trust Co of Chambersburg PA new	Shares	+400	+$12	$12
40	Register Financial Advisors LLC trimmed	Shares	-1.5K	-$10.1K	$259.7K
41	Abound Wealth Management exited	Shares	-1.0K	-$27.3K	$0
42	Key FInancial Inc exited	Shares	-1.1K	-$29.4K	$0
43	LANARK FINANCIAL, INC. trimmed	Shares	-4.3K	-$66.3K	$429.4K
44	PFG Investments, LLC trimmed	Shares	-8.6K	-$161.9K	$594.9K
45	Formidable Asset Management, LLC exited	Shares	-7.1K	-$202.5K	$0