XSSPX

Nuveen S&P 500 Dynam Overwr$20.82 0.00%
UnclassifiedUSCUSIP 6706EW100· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
66
+80 QoQ
13F Value (tracked)
$83.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)39 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$20.82 0.00%5Y +18.8%
$13.69$15.61$17.52$19.43$21.35202120222023202420252026344222222343234223235525234544359656
Hover for who · click for detailEnd-of-day closing prices52w $17.45 – $20.84
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Use XSSPX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns XSSPX

This stock page is the Follow view. The Build view lets your agent query XSSPX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XSSPX"
Ask your agent
Use Arkolith to show who owns XSSPX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

66 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Allspring Global Investments Holdings, LLC
$26.1M
1.6M
43×
Added · +1.6M sh
Q1 2026
2Advisors Asset Management, Inc.
$19.2M
1.2M
22×
Added · +1.1M sh
Q1 2026
3Hennion & Walsh Asset Management, Inc.
$3.4M
211K
14×
Added · +196K sh
Q1 2026
4Kestra Advisory Services, LLC
$3.4M
210K
54×
Added · +206K sh
Q1 2026
5&PARTNERS
$3.4M
209K
New
+209K sh
Q1 2026
6NewEdge Advisors, LLC
$2.2M
136K
51×
Added · +133K sh
Q1 2026
7RIVERNORTH CAPITAL MANAGEMENT, LLC
$1.6M
99K
New
+99K sh
Q1 2026
8Prospera Financial Services Inc
$1.6M
99K
New
+99K sh
Q1 2026
9Private Advisor Group, LLC
$1.5M
92K
+193%
Added · +61K sh
Q1 2026
10D.A. DAVIDSON & CO.
$1.5M
92K
New
+92K sh
Q1 2026
11MML INVESTORS SERVICES, LLC
$1.4M
86K
New
+86K sh
Q1 2026
12Integrated Wealth Concepts LLC
$1.2M
75K
New
+75K sh
Q1 2026
13Moors & Cabot, Inc.
$1.2M
74K
+634%
Added · +64K sh
Q1 2026
14DAVENPORT & Co LLC
$1.1M
66K
+24%
Added · +13K sh
Q1 2026
15Patriot Financial Group Insurance Agency, LLC
$823K
51K
New
+51K sh
Q1 2026
16Dynamic Advisor Solutions LLC
$798K
50K
New
+50K sh
Q1 2026
17Compound Planning, Inc.
$797K
50K
New
+50K sh
Q1 2026
18Pathstone Holdings, LLC
$767K
48K
New
+48K sh
Q1 2026
19Steward Partners Investment Advisory, LLC
$732K
46K
26×
Added · +44K sh
Q1 2026
20NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$717K
45K
New
+45K sh
Q1 2026
21Venture Visionary Partners LLC
$670K
42K
New
+42K sh
Q1 2026
22CHOREO, LLC
$648K
40K
New
+40K sh
Q1 2026
23DIVERSIFY WEALTH MANAGEMENT, LLC
$645K
37K
New
+37K sh
Q1 2026
24UMB Bank, n.a.
$640K
40K
New
+40K sh
Q1 2026
25IFP Advisors, Inc
$612K
38K
+32%
Added · +9K 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.

Fund activity: latest quarter

Opened (NEW)
30
funds
Added
9
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

119 funds+91 since Q2 2022
060119Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $523.1M

Funds that own XSSPX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT68 funds$14.0B
APPLE INCAAPL67 funds$18.9B
BROADCOM INCAVGO67 funds$7.5B
META PLATFORMS INC-CLASS AMETA67 funds$5.7B
JOHNSON & JOHNSONJNJ67 funds$4.0B
TESLA INCTSLA67 funds$2.9B
CHEVRON CORPCVX67 funds$2.7B
PROCTER & GAMBLE CO/THEPG67 funds$2.2B
NETFLIX INCNFLX67 funds$2.2B
NEXTERA ENERGY INCNEE67 funds$1.8B
MERCK & CO. INC.MRK67 funds$1.7B
VERIZON COMMUNICATIONS INCVZ67 funds$1.4B

Ranked by how many of XSSPX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.