NUVEEN NASDAQ 100 DYNAMIC OV shareholder history

Current and past NUVEEN NASDAQ 100 DYNAMIC OV shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Invesco Ltd. 39390.00%0.00%0.01%Q4 2014Q2 202439
UBS Group AG 39390.01%0.01%0.01%Q4 2014Q2 202439
MORGAN STANLEY 39390.00%0.01%0.01%Q4 2014Q2 202439
D.A. DAVIDSON & CO. 39390.01%0.02%0.03%Q4 2014Q2 202439
WELLS FARGO & COMPANY/MN 39390.00%0.00%0.01%Q4 2014Q2 202439
BANK OF AMERICA CORP /DE/ 39390.00%0.00%0.00%Q4 2014Q2 202439
ROYAL BANK OF CANADA 39390.00%0.01%0.01%Q4 2014Q2 202439
Janney Montgomery Scott LLC 39390.01%0.03%0.06%Q4 2014Q2 202439
RAYMOND JAMES & ASSOCIATES 39390.00%0.01%0.03%Q4 2014Q2 202439
LPL Financial LLC 39390.00%0.01%0.04%Q4 2014Q2 202439
Thomas J. Herzfeld Advisors, Inc. 39390.00%0.06%0.97%Q4 2014Q2 202439
HUNTINGTON NATIONAL BANK 39390.00%0.00%0.00%Q4 2014Q2 202439
Allworth Financial LP 38380.00%0.01%0.02%Q1 2015Q2 202438
Raymond James Financial Services Advisors, Inc. 22150.01%0.02%0.05%Q1 2015Q2 202437
PNC FINANCIAL SERVICES GROUP, INC. 23140.00%0.00%0.00%Q4 2014Q2 202437
Aviance Capital Partners, LLC 35350.05%0.33%0.47%Q4 2015Q2 202435
GUGGENHEIM CAPITAL LLC 18150.00%0.03%0.07%Q4 2014Q2 202433
Private Advisor Group, LLC 2420.00%0.01%0.06%Q4 2015Q2 202432
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1770.00%0.00%0.03%Q4 2014Q2 202432
Creative Planning 2720.00%0.00%0.00%Q4 2014Q2 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 2640.00%0.00%0.02%Q4 2014Q2 202430
AMERIPRISE FINANCIAL INC 30300.00%0.00%0.00%Q1 2017Q2 202430
CITIGROUP INC 29290.00%0.00%0.00%Q4 2014Q4 202129
Advisors Asset Management, Inc. 29290.01%0.09%0.24%Q2 2015Q2 202229
Steward Partners Investment Advisory, LLC 2180.00%0.01%0.03%Q4 2016Q2 202429
FLAGSHIP HARBOR ADVISORS, LLC 2440.03%0.17%0.41%Q4 2016Q1 202428
Geneos Wealth Management Inc. 27270.00%0.01%0.02%Q1 2016Q3 202227
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.01%0.01%Q4 2017Q2 202427
Jacobi Capital Management LLC 2120.02%0.04%0.06%Q2 2017Q2 202426
WEDBUSH SECURITIES INC 26260.02%0.05%0.08%Q1 2018Q2 202426
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.02%Q1 2018Q2 202426
STIFEL FINANCIAL CORP 2010.00%0.00%0.00%Q2 2015Q2 202425
NEXT Financial Group, Inc 1260.00%0.01%0.02%Q4 2014Q4 202125
Mutual Advisors, LLC 25250.02%0.05%0.19%Q2 2018Q2 202425
Cambridge Investment Research Advisors, Inc. 25250.00%0.00%0.01%Q2 2018Q2 202425
OPPENHEIMER & CO INC 25250.01%0.02%0.03%Q4 2014Q4 202025
NewEdge Advisors, LLC 24240.00%0.02%0.05%Q3 2018Q2 202424
DEUTSCHE BANK AG\ 1770.00%0.00%0.00%Q4 2014Q2 202424
Advisory Services Network, LLC 1310.00%0.00%0.00%Q4 2014Q4 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.04%Q3 2018Q2 202424
SCHNIEDERS CAPITAL MANAGEMENT LLC 24240.19%0.30%0.40%Q3 2018Q2 202424
HighTower Advisors, LLC 2020.00%0.00%0.03%Q4 2014Q2 202424
WADE G W & INC 23230.02%0.08%0.18%Q1 2015Q3 202023
Belpointe Asset Management LLC 23230.03%0.12%0.25%Q3 2017Q1 202323
Cetera Advisor Networks LLC 2210.00%0.02%0.03%Q3 2016Q4 202323
MONECO Advisors, LLC 23230.24%0.93%1.58%Q4 2018Q2 202423
STEPHENS INC /AR/ 1840.01%0.02%0.04%Q4 2016Q1 202322
Stratos Wealth Partners, LTD. 1330.00%0.02%0.04%Q4 2014Q2 202422
Formidable Asset Management, LLC 610.03%0.09%0.49%Q4 2014Q1 202422
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.03%0.05%0.09%Q4 2014Q4 201921
FIFTH THIRD BANCORP 860.00%0.00%0.00%Q4 2014Q4 202321
CWM, LLC 11100.00%0.00%0.00%Q1 2019Q2 202421
AMERICAN NATIONAL BANK & TRUST 21210.04%0.06%0.08%Q2 2016Q2 202121
Sigma Planning Corp 1020.01%0.03%0.05%Q4 2015Q3 202320
Blume Capital Management, Inc. 20200.00%0.00%0.01%Q4 2014Q3 201920
Capital Analysts, LLC 20200.01%0.01%0.01%Q3 2019Q2 202420
VICUS CAPITAL 20200.09%0.22%0.30%Q4 2014Q3 201920
US BANCORP \DE\ 19190.00%0.00%0.00%Q4 2019Q2 202419
Shaker Financial Services, LLC 710.18%0.98%2.41%Q1 2015Q2 202419
OSAIC HOLDINGS, INC. 18180.01%0.01%0.02%Q1 2020Q2 202418
GRIFFIN ASSET MANAGEMENT, INC. 940.03%0.03%0.04%Q3 2017Q2 202218
American Portfolios Advisors 18180.01%0.02%0.04%Q2 2018Q3 202218
IFP Advisors, Inc 1440.00%0.00%0.02%Q4 2015Q4 202218
TRUIST FINANCIAL CORP 18180.00%0.00%0.00%Q4 2019Q1 202418
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18180.03%0.06%0.10%Q1 2020Q2 202418
ENVESTNET ASSET MANAGEMENT INC 1510.00%0.00%0.00%Q1 2016Q2 202417
Ranch Capital Advisors Inc. 17170.00%0.61%1.02%Q2 2020Q2 202417
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
Patriot Financial Group Insurance Agency, LLC 1250.00%0.05%0.19%Q4 2016Q4 202117
Nan Shan Life Insurance Co., Ltd. 17170.18%0.49%0.73%Q2 2020Q2 202417
Harborview Advisors, LLC 16160.35%0.69%1.02%Q4 2017Q3 202116
Ausdal Financial Partners, Inc. 16160.14%0.34%0.46%Q2 2019Q1 202316
Advocacy Wealth Management Services, LLC 1510.00%0.30%3.45%Q4 2015Q1 202216
PROFESSIONAL PLANNING 16160.29%0.92%1.68%Q4 2017Q3 202116
Capstone Financial Advisors, Inc. 16160.02%0.03%0.04%Q3 2020Q2 202416
Key FInancial Inc 1510.01%0.01%0.02%Q1 2020Q2 202416
BREWIN DOLPHIN LTD 16160.00%0.00%0.01%Q3 2017Q2 202116
Equitable Holdings, Inc. 16160.01%0.01%0.03%Q1 2020Q4 202316
RAYMOND JAMES TRUST N.A. 16160.01%0.01%0.01%Q3 2020Q2 202416
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q4 2014Q2 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Chicago Partners Investment Group LLC 960.00%0.01%0.01%Q4 2014Q3 201815
Arkadios Wealth Advisors 15150.02%0.06%0.16%Q4 2020Q2 202415
Diversified, LLC 15150.04%0.24%0.63%Q4 2020Q2 202415
Spire Wealth Management 14140.00%0.00%0.00%Q1 2021Q2 202414
Rockefeller Capital Management L.P. 1010.00%0.00%0.00%Q3 2020Q2 202414
BANK OF MONTREAL /CAN/ 920.00%0.00%0.00%Q3 2015Q1 202114
Ellis Investment Partners, LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
Aspen Investment Management Inc 1010.10%0.25%0.69%Q1 2020Q2 202414
CoreFirst Bank & Trust 14140.03%0.03%0.04%Q4 2020Q1 202414
MERCER GLOBAL ADVISORS INC /ADV 14140.00%0.00%0.01%Q1 2021Q2 202414
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.03%0.06%Q4 2014Q2 202413
Bridge Advisory, LLC 13130.14%1.26%1.57%Q4 2020Q4 202313
Merit Financial Group, LLC 940.01%0.02%0.05%Q4 2019Q2 202413
Hexagon Capital Partners LLC 12120.02%0.02%0.02%Q3 2021Q2 202412
COHEN & STEERS, INC. 660.00%0.01%0.02%Q2 2016Q4 202012
FNY Investment Advisers, LLC 310.01%0.05%0.12%Q2 2018Q1 202412
Financial Sense Advisors, Inc. 520.28%0.51%0.86%Q1 2015Q4 201912
WealthShield Partners, LLC 1010.00%0.07%0.20%Q3 2020Q2 202412
Commonwealth Equity Services, Inc 12120.01%0.01%0.02%Q4 2014Q3 201712
SIGNET FINANCIAL MANAGEMENT, LLC 1110.00%0.09%0.16%Q2 2017Q4 202112
Weather Gauge Advisory, LLC 12120.31%0.37%0.42%Q4 2018Q3 202112
Pinnacle Bancorp, Inc. 11110.02%0.02%0.02%Q4 2018Q2 202111
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2017Q2 202411
Karpus Management, Inc. 710.02%0.35%0.76%Q4 2014Q2 202411
Community Bank, N.A. 11110.00%0.00%0.00%Q2 2017Q4 201911
FMR LLC 410.00%0.00%0.00%Q3 2018Q1 202411
SEI INVESTMENTS CO 11110.00%0.00%0.00%Q4 2015Q2 201811
Valeo Financial Advisors, LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
Avory & Company, LLC 10100.28%0.30%0.33%Q1 2022Q2 202410
Global Retirement Partners, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Retirement Group, LLC 990.00%0.00%0.01%Q1 2022Q1 20249
GREAT VALLEY ADVISOR GROUP, INC. 990.02%0.03%0.04%Q2 2022Q2 20249
Atria Wealth Solutions, Inc. 810.01%0.02%0.03%Q1 2022Q2 20249
NATIONAL PLANNING CORP 810.01%0.02%0.03%Q4 2014Q3 20179
AdvisorNet Financial, Inc 990.00%0.00%0.01%Q4 2017Q4 20199
TCI Wealth Advisors, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
MSI Financial Services Inc 990.01%0.02%0.04%Q4 2014Q4 20169
Lindbrook Capital, LLC 710.02%0.06%0.07%Q1 2022Q2 20248
1832 Asset Management L.P. 880.00%0.02%0.02%Q1 2015Q4 20168
Cetera Investment Advisers 880.00%0.01%0.02%Q2 2022Q1 20248
Sunbelt Securities, Inc. 620.01%0.01%0.03%Q3 2019Q2 20248
HEADINVEST, LLC 710.00%0.06%0.08%Q2 2020Q3 20238
Allegis Investment Advisors, LLC 710.01%0.09%0.12%Q4 2015Q1 20188
B. Riley Wealth Advisors, Inc. 880.01%0.01%0.02%Q3 2022Q2 20248
Financial Synergies Wealth Advisors, Inc. 880.00%0.00%0.00%Q2 2022Q1 20248
1607 Capital Partners, LLC 410.01%0.29%1.12%Q4 2016Q2 20248
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q3 2018Q2 20208
Cypress Wealth Services, LLC 610.04%0.06%0.07%Q4 2020Q4 20238
MORGAN JESS S & CO INC 880.85%0.97%1.18%Q4 2020Q3 20228
CIBC Private Wealth Group LLC 320.00%0.00%0.00%Q4 2017Q2 20248
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
B. Riley Wealth Management, Inc. 770.00%0.05%0.08%Q4 2020Q2 20227
Cyndeo Wealth Partners, LLC 770.03%0.06%0.08%Q4 2022Q2 20247
Avestar Capital, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Bank of New York Mellon Corp 610.00%0.00%0.00%Q3 2015Q4 20197
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q4 2022Q2 20247
Certified Advisory Corp 610.00%0.00%0.00%Q1 2019Q1 20217
PRIVATE TRUST CO NA 770.00%0.00%0.00%Q4 2022Q2 20247
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
BALDWIN WEALTH PARTNERS LLC/MA 770.00%0.00%0.00%Q1 2016Q3 20177
D'Orazio & Associates, Inc. 770.00%0.00%0.00%Q1 2020Q3 20217
Vivaldi Capital Management LP 510.04%0.05%0.06%Q2 2020Q2 20237
BDO Wealth Advisors, LLC 770.00%0.01%0.02%Q2 2019Q4 20207
Financial Advocates Investment Management 770.02%0.02%0.02%Q4 2022Q2 20247
Evercore Wealth Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.01%Q1 2021Q4 20227
Global Endowment Management, LP 770.05%0.06%0.08%Q2 2015Q4 20167
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q2 2021Q2 20246
Moors & Cabot, Inc. 660.02%0.02%0.03%Q1 2023Q2 20246
IHT Wealth Management, LLC 660.00%0.03%0.04%Q4 2016Q1 20186
Eudaimonia Partners, LLC 660.02%0.05%0.11%Q4 2019Q1 20216
First City Capital Management, Inc. 660.01%0.01%0.01%Q4 2014Q1 20166
Princeton Global Asset Management LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Royal Fund Management, LLC 660.00%0.01%0.01%Q4 2018Q1 20206
IFG Advisory, LLC 660.05%0.06%0.07%Q1 2022Q2 20236
Register Financial Advisors LLC 420.11%0.15%0.22%Q4 2022Q2 20246
Ameritas Investment Company, LLC 330.00%0.01%0.02%Q3 2019Q3 20216
JAMES INVESTMENT RESEARCH, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
BANK OF NOVA SCOTIA 310.01%0.01%0.01%Q3 2015Q4 20176
United Capital Management of KS, Inc. 661.23%1.53%1.79%Q3 2018Q4 20196
Hanson & Doremus Investment Management 660.00%0.00%0.00%Q4 2014Q1 20166
Western Wealth Management, LLC 330.01%0.04%0.10%Q1 2022Q3 20236
Atomi Financial Group, Inc. 660.02%0.06%0.12%Q1 2023Q2 20246
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
DOLIVER ADVISORS, LP 210.09%0.39%0.82%Q2 2016Q4 20216
Quad-Cities Investment Group, LLC 660.03%0.07%0.08%Q2 2018Q3 20196
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
AE Wealth Management LLC 420.00%0.00%0.00%Q4 2020Q4 20236
TriaGen Wealth Management LLC 660.11%0.11%0.13%Q1 2023Q2 20246
Coppell Advisory Solutions LLC 310.00%0.00%0.00%Q4 2022Q2 20245
PATHSTONE FAMILY OFFICE, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
MARK SHEPTOFF FINANCIAL PLANNING, LLC 550.01%0.01%0.02%Q1 2018Q1 20195
SUSQUEHANNA INTERNATIONAL GROUP, LLP 320.00%0.00%0.00%Q4 2022Q2 20245
Cetera Advisors LLC 210.00%0.01%0.02%Q4 2014Q4 20225
SUNTRUST BANKS INC 550.00%0.00%0.00%Q4 2017Q4 20185
Cornerstone Wealth Group, LLC 210.02%0.03%0.04%Q1 2022Q2 20245
Global Trust Asset Management, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.03%0.35%0.56%Q4 2019Q2 20245
Life Planning Partners, Inc 410.00%0.01%0.01%Q4 2021Q4 20235
Accel Wealth Management 550.01%0.01%0.01%Q4 2020Q4 20215
Ameritas Advisory Services, LLC 410.00%0.01%0.02%Q4 2021Q1 20235
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
DFPG INVESTMENTS, LLC 550.02%0.03%0.04%Q4 2022Q4 20235
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q1 2022Q2 20245
Wagner Wealth Management, LLC 320.00%0.01%0.01%Q2 2021Q3 20225
Ten Capital Wealth Advisors, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
DAVENPORT & Co LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Financial Management Professionals, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
NINE MASTS CAPITAL Ltd 310.03%0.39%0.99%Q3 2015Q3 20185
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.01%0.02%Q4 2014Q4 20155
BCR Wealth Strategies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
NBC SECURITIES, INC. 440.06%0.06%0.06%Q3 2023Q2 20244
Baird Financial Group, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q4 2018Q3 20194
Ramirez Asset Management, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
HM PAYSON & CO 440.00%0.00%0.00%Q2 2019Q1 20204
AXXCESS WEALTH MANAGEMENT, LLC 440.03%0.07%0.08%Q3 2023Q2 20244
Ionic Capital Management LLC 440.38%0.67%0.82%Q3 2023Q2 20244
Golden State Wealth Management, LLC 310.00%0.04%0.07%Q1 2019Q1 20204
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q1 20244
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q4 2019Q1 20244
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2015Q1 20194
Cornerstone Advisors, LLC 440.23%0.83%1.17%Q3 2023Q2 20244
KINGSWOOD WEALTH ADVISORS, LLC 310.04%0.06%0.11%Q2 2023Q2 20244
Newbridge Financial Services Group, Inc. 440.02%0.03%0.06%Q3 2020Q2 20214
OTA Financial Group L.P. 310.37%0.59%0.90%Q4 2014Q1 20204
Adams Wealth Management 440.10%0.30%0.40%Q4 2019Q3 20204
ORG Partners LLC 220.00%0.04%0.14%Q2 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q1 20234
Shulman DeMeo Asset Management LLC 310.46%0.52%0.57%Q3 2019Q1 20214
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2017Q3 20184
J.W. COLE ADVISORS, INC. 440.01%0.02%0.02%Q3 2023Q2 20244
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.68%0.73%0.75%Q4 2019Q3 20204
Gradient Investments LLC 210.00%0.00%0.01%Q1 2015Q1 20204
Hilltop Holdings Inc. 440.03%0.03%0.04%Q2 2022Q1 20234
WealthTrust Asset Management, LLC 440.17%0.22%0.26%Q2 2021Q1 20224
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Arete Wealth Advisors, LLC 440.21%0.29%0.46%Q3 2023Q2 20244
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.66%0.71%0.79%Q1 2018Q3 20183
BB&T SECURITIES, LLC 330.00%0.00%0.01%Q1 2019Q3 20193
Kovack Advisors, Inc. 330.05%0.09%0.12%Q2 2017Q4 20173
Summit X, LLC 330.01%0.18%0.30%Q1 2020Q3 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
CORNERSTONE ADVISORS INC 330.68%1.02%1.36%Q1 2015Q3 20153
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2016Q4 20163
AVANTAX ADVISORY SERVICES, INC. 210.00%0.00%0.00%Q3 2020Q2 20243
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.01%0.03%Q2 2018Q4 20183
Elequin Capital, LP 330.10%0.17%0.24%Q2 2023Q4 20233
MGB Wealth Management, LLC 330.11%0.11%0.13%Q4 2023Q2 20243
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
&PARTNERS 330.44%0.46%0.49%Q4 2018Q2 20193
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Pathway Financial Advisors LLC 330.04%0.04%0.04%Q4 2017Q2 20183
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
HOLLENCREST CAPITAL MANAGEMENT 330.00%0.00%0.00%Q4 2023Q2 20243
SAPIENT CAPITAL LLC 330.01%0.01%0.01%Q4 2023Q2 20243
FORTEM FINANCIAL GROUP, LLC 210.02%0.16%0.26%Q4 2018Q4 20203
Kingsview Wealth Management, LLC 330.02%0.03%0.04%Q2 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2017Q3 20183
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.02%0.02%Q1 2021Q3 20213
Capital CS Group, LLC 210.20%0.25%0.30%Q1 2023Q1 20243
Willingdon Wealth Management 330.00%0.00%0.00%Q3 2018Q1 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.32%0.34%0.36%Q2 2020Q4 20203
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
Weiss Asset Management LP 110.01%0.04%0.06%Q2 2017Q4 20233
Strategic Asset Management, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Avior Wealth Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
BARCLAYS PLC 210.00%0.00%0.00%Q3 2020Q3 20213
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2020Q3 20233
Realta Investment Advisors 330.01%0.02%0.02%Q2 2019Q4 20193
Main Street Group, LTD 330.01%0.03%0.04%Q4 2023Q2 20243
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Logan Stone Capital, LLC 220.12%0.49%0.86%Q1 2024Q2 20242
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
WOLFF WIESE MAGANA LLC 220.02%0.02%0.02%Q4 2020Q1 20212
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MANCHESTER FINANCIAL INC 220.00%0.00%0.00%Q4 2020Q1 20212
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.05%0.06%0.08%Q2 2018Q2 20232
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q1 2024Q2 20242
Next Level Private LLC 220.17%0.18%0.19%Q4 2021Q1 20222
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q4 2014Q1 20152
Investors Capital Advisory Services 220.04%0.04%0.04%Q1 2016Q2 20162
Curi RMB Capital, LLC 110.02%0.02%0.03%Q1 2015Q3 20162
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
OPTIMUM INVESTMENT ADVISORS 220.01%0.01%0.01%Q4 2014Q1 20152
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q2 20242
ShoreHaven Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Bellwether Investment Group, LLC 110.01%0.03%0.04%Q2 2016Q4 20162
Dakota Wealth Management 220.01%0.01%0.01%Q1 2024Q2 20242
AQR Arbitrage LLC 220.02%0.04%0.07%Q1 2024Q2 20242
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.01%0.01%0.01%Q4 2015Q1 20162
Diversify Advisory Services, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Bangor Savings Bank 220.00%0.00%0.00%Q2 2022Q3 20222
GTS SECURITIES LLC 220.00%0.02%0.04%Q2 2023Q3 20232
PFG Investments, LLC 220.02%0.02%0.03%Q1 2024Q2 20242
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q2 2019Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Retirement Planning Co of New England, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Financial Architects, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Chemistry Wealth Management LLC 110.19%0.19%0.19%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
PrairieView Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WFG Advisors, LP 110.01%0.01%0.01%Q4 2014Q4 20141
PSI Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Virtu Financial LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Evanson Asset Management, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2015Q1 20151
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lynx Investment Advisory 110.02%0.02%0.02%Q2 2024Q2 20241
Caitlin John, LLC 110.07%0.07%0.07%Q4 2023Q4 20231
WORLD EQUITY GROUP, INC. 110.05%0.05%0.05%Q4 2023Q4 20231
Fairman Group, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
CREDIT AGRICOLE S A 110.22%0.22%0.22%Q1 2017Q1 20171
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Tuttle Capital Management, LLC 110.86%0.86%0.86%Q2 2017Q2 20171
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
RFG Advisory, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Proficio Capital Partners LLC 110.04%0.04%0.04%Q4 2016Q4 20161
MCF Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2021Q4 20211
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Alpine Global Management, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Integrated Investment Consultants, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.45%0.45%0.45%Q2 2020Q2 20201
TIAA, FSB 110.00%0.00%0.00%Q4 2020Q4 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Parallel Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Quent Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2024Q2 20241
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
Partnervest Advisory Services LLC 110.43%0.43%0.43%Q1 2020Q1 20201
SIT INVESTMENT ASSOCIATES INC 110.06%0.06%0.06%Q4 2014Q4 20141
Matisse Capital 110.22%0.22%0.22%Q4 2015Q4 20151
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
First Command Bank 110.02%0.02%0.02%Q4 2016Q4 20161
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Commonwealth Financial Services, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q1 2015Q1 20151
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.66%0.66%0.66%Q1 2017Q1 20171
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2022Q2 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2016Q2 20161
Silicon Valley Capital Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q2 2016Q2 20161
SALEM INVESTMENT COUNSELORS INC 110.02%0.02%0.02%Q1 2022Q1 20221
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Larson Financial Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
MCIA Inc 110.02%0.02%0.02%Q2 2017Q2 20171
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Quad Capital Management Advisors LLC 110.19%0.19%0.19%Q3 2018Q3 20181
USCA RIA LLC 110.23%0.23%0.23%Q4 2014Q4 20141
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Truvestments Capital LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Questar Asset Management, Inc. 110.62%0.62%0.62%Q4 2018Q4 20181
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2015Q4 20151
External links

This page lists all the filers that currently own NUVEEN NASDAQ 100 DYNAMIC OV or have owned NUVEEN NASDAQ 100 DYNAMIC OV in the past.