As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Nuveen S&P 500 Dynamic Overwrite Fund. The largest reported stake is Raymond James Financial Services Advisors, Inc.'s, at 8.2%. 3 filings are on record since April 7, 2026 (Schedule 13G, April 7, 2026).
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Key facts
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 24,065 · Sole dispositive: 0 · Shared dispositive: 10,765,257 · SCHEDULE 13G, 2026-05-12
- · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 3,328,754 · SCHEDULE 13G/A, 2026-04-30
- · Reporting person: Raymond James Financial Services Advisors, Inc. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 1,392,911 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-07
Nuveen S&P 500 Dynamic Overwrite Fund has 3 Schedule 13D or 13G filings on record since 2026-04-07. 2 holders' latest filing reports 5% or more of common shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 8.2% | 1,392,911 | SCHEDULE 13G, 2026-04-07 | 2026-03-31 |
| 7.8% | 10,765,257 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 | |
| First Trust Portfolios L.P. | 2.42% | 3,328,754 | SCHEDULE 13G/A, 2026-04-30 | 2026-03-31 |
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More on Nuveen S&P 500 Dynamic Overwrite Fund and the records around it.
Companies that share a holder
- Raymond James Financial Services Advisors, Inc. also filed stake reports on 4 other companies: Energous Corp (Aug 2026)
- First Trust Portfolios L.P. also filed stake reports on 105 other companies: First Trust Exchange-Traded Fund (Nov 2026), First Trust Exchange-Traded Fund IV (Nov 2026), First Trust Exchange-Traded Fund VIII (Nov 2026)
- Morgan Stanley also filed stake reports on 182 other companies: MDA Space Ltd. (Nov 2026), RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (Oct 2026), Arbutus Biopharma Corp (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 0 | 0 | 1,392,911 | 0 | SCHEDULE 13G, 2026-04-07 |
| Morgan Stanley | 0 | 24,065 | 0 | 10,765,257 | SCHEDULE 13G, 2026-05-12 |
| Morgan Stanley Smith Barney LLC | 0 | 1 | 0 | 10,741,193 | SCHEDULE 13G, 2026-05-12 |
| First Trust Portfolios L.P. | 0 | 0 | 0 | 3,328,754 | SCHEDULE 13G/A, 2026-04-30 |
| First Trust Advisors L.P. | 0 | 0 | 0 | 3,328,754 | SCHEDULE 13G/A, 2026-04-30 |
| The Charger Corporation | 0 | 0 | 0 | 3,328,754 | SCHEDULE 13G/A, 2026-04-30 |
The latest filing identifies Nuveen S&P 500 Dynamic Overwrite Fund by CUSIP 6706EW100 and gives its principal executive office as 333 WEST WACKER DRIVE, CHICAGO, IL 60606 (SCHEDULE 13G, 2026-05-12).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-04-07 | Raymond James Financial Services Advisors, Inc. | 8.2% | SCHEDULE 13G |
| 2026-04-30 | First Trust Portfolios L.P. | 2.42% | SCHEDULE 13G/A |
| 2026-05-12 | Morgan Stanley | 7.8% | SCHEDULE 13G |
Questions about who owns Nuveen S&P 500 Dynamic Overwrite Fund
Who owns Nuveen S&P 500 Dynamic Overwrite Fund?
On this page, 2 holders' latest ownership filings report 5% or more of Nuveen S&P 500 Dynamic Overwrite Fund: Raymond James Financial Services Advisors, Inc. (8.2%, Schedule 13G, filed 2026-04-07) and Morgan Stanley (7.8%, Schedule 13G, filed 2026-05-12).
Who are the largest shareholders of Nuveen S&P 500 Dynamic Overwrite Fund?
By the share each holder's latest filing reports, the largest holders of Nuveen S&P 500 Dynamic Overwrite Fund on this page are Raymond James Financial Services Advisors, Inc. (8.2%) and Morgan Stanley (7.8%).
When did Raymond James Financial Services Advisors, Inc. buy into Nuveen S&P 500 Dynamic Overwrite Fund?
The filings give report dates, not purchase dates. The earliest filing from Raymond James Financial Services Advisors, Inc. on this page is the Schedule 13G, filed 2026-04-07, reporting 8.2%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 3 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.