XSSPX

Nuveen S&P 500 Dynam Overwr$20.40 0.00%
UnclassifiedUSCUSIP 6706EW100· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
183
-86 QoQ
13F Value (tracked)
$577.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)28 adding · 17 trimming
Insider net (180d)$0

Price & smart-money activity

$20.40 0.00%5Y +13.3%
$13.57$15.52$17.46$19.41$21.362021202220232024202520264222222343234223235525256276656138981832
Hover for who · click for detailEnd-of-day closing prices52w $17.85 – $20.84

Who owns XSSPX?

183 tracked 13F filers

183 tracked 13F filers disclose a position in XSSPX as of the latest SEC 13F filings, a combined $577.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$196.5M
12.2M
53×
Added · +12.0M sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$42.2M
2.6M
+275%
Added · +1.9M sh
Q1 2026
3LPL Financial LLC
$31.7M
2.0M
+454%
Added · +1.6M sh
Q1 2026
4UBS Group AG
$30.3M
1.9M
+384%
Added · +1.5M sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$29.5M
1.8M
+429%
Added · +1.5M sh
Q1 2026
6Allspring Global Investments Holdings, LLC
$26.1M
1.6M
43×
Added · +1.6M sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$21.3M
1.3M
18×
Added · +1.3M sh
Q1 2026
8Advisors Asset Management, Inc.
$19.2M
1.2M
22×
Added · +1.1M sh
Q1 2026
9GUGGENHEIM CAPITAL LLC
$16.9M
1.0M
+467%
Added · +864K sh
Q1 2026
10HighTower Advisors, LLC
$9.5M
593K
New
+593K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$9.5M
591K
+293%
Added · +440K sh
Q1 2026
12ROYAL BANK OF CANADA
$8.5M
529K
+612%
Added · +454K sh
Q1 2026
13AMERIPRISE FINANCIAL INC
$6.9M
431K
11×
Added · +391K sh
Q1 2026
14GatePass Capital, LLC
$6.9M
370K
+604%
Added · +317K sh
Q2 2026
15STIFEL FINANCIAL CORP
$5.2M
324K
New
+324K sh
Q1 2026
16Cetera Investment Advisers
$4.2M
262K
+856%
Added · +235K sh
Q1 2026
17Shaker Financial Services, LLC
$5.0M
257K
−37%
Reduced · −150K sh
Q2 2026
18Hennion & Walsh Asset Management, Inc.
$4.7M
254K
+21%
Added · +44K sh
Q2 2026
19ENVESTNET ASSET MANAGEMENT INC
$4.0M
246K
New
+246K sh
Q1 2026
20COMMONWEALTH EQUITY SERVICES, LLC
$3.9M
245K
10×
Added · +221K sh
Q1 2026
21&PARTNERS
$3.4M
209K
New
+209K sh
Q1 2026
22Quarry LP
$3.2M
202K
New
+202K sh
Q1 2026
23Sage Capital Management, LLC
$3.1M
167K
−16%
Reduced · −31K sh
Q2 2026
24Shulman DeMeo Asset Management LLC
$2.8M
152K
−3.9%
Reduced · −6K sh
Q2 2026
25TWO SIGMA INVESTMENTS, LP
$2.3M
142K
+411%
Added · +114K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XSSPX being bought or sold by institutions?

Last quarter, 10 funds opened a new position in XSSPX and 18 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
18
funds
Reduced
17
funds
Exited
0
funds

Funds that own XSSPX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT91 funds$30.3B
APPLE INCAAPL90 funds$37.9B
SS SPDR S&P 500 ETF TRUST-USSPY89 funds$3.6B
NVIDIA CORPNVDA88 funds$45.0B
AMAZON.COM INCAMZN88 funds$21.7B
ALPHABET INC-CL AGOOGL87 funds$18.8B
META PLATFORMS INC-CLASS AMETA87 funds$10.2B
JPMORGAN CHASE & COJPM87 funds$8.9B
INVESCO QQQ TRUST SERIES 1QQQ87 funds$3.1B
BROADCOM INCAVGO86 funds$16.6B
ELI LILLY & COLLY86 funds$8.4B
JOHNSON & JOHNSONJNJ85 funds$6.9B

Ranked by how many of XSSPX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

94 funds+60 since Q3 2024
090180Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $70.0M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for XSSPX

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Ask your agent what changed in XSSPX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XSSPX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XSSPX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XSSPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.