QQQX — Nuveen Nasdaq 100 Dynamic Ov Institutional Holders · Q3 2026
Who owns Nuveen Nasdaq 100 Dynamic Ov (QQQX)? 8 institutions reported holding $2.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shulman DeMeo Asset Management LLC ($1.3M), Sapient Capital LLC ($524,059), Decision Investments, Inc ($306,400).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Shulman DeMeo Asset Management LLC | $1.3M | 44,082 | Trimmed |
| 2 | SAPIENT CAPITAL LLC | $524,059 | 16,814 | Hold |
| 3 | DECISION INVESTMENTS, INC | $306,400 | 10,069 | Hold |
| 4 | Farther Finance Advisors, LLC | $214,338 | 7,044 | Added |
| 5 | EASTERN BANK | $148,255 | 4,872 | Added |
| 6 | Noble Wealth Management PBC | $11,411 | 375 | Hold |
| 7 | Hickory Point Bank & Trust | $6,086 | 200 | Hold |
| 8 | GoalVest Advisory LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30