XBXMX NUVEEN S&P 500 BUY-WR INC
FUND
CUSIP: 6706ER101
FIGI: BBG000BHB453
Institutional Holders182
Total Institutional Value$465,908,231
Total Shares Held32,676,694
Avg Position$2,559,935
Top 5 Holders %57.9%
Alpha-Weighted Score61.1
New Positions+25
Exited Positions-13
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Moderate Conviction | Market Mover | $176,947,818 (38.0%) | 12,037,265 | 3.8% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $25,320,256 (5.4%) | 1,722,466 | - |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $25,097,714 (5.4%) | 1,707,328 | - |
| Invesco Ltd. | Moderate Conviction | Market Mover | $21,246,542 (4.6%) | 1,445,343 | -3.9% |
| UBS Group AG | Moderate Conviction | Market Mover | $21,071,744 (4.5%) | 1,433,452 | - |
| FIXED INCOME SECURITIES, INC. | High Conviction | Moderate Flow | $19,205,888 (4.1%) | 1,306,523 | 12.0% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | Moderate Conviction | Significant Flow | $15,547,382 (3.3%) | 1,057,645 | 7.2% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $15,455,110 (3.3%) | 1,051,368 | 8.5% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $12,705,958 (2.7%) | 864,351 | -48.9% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $10,118,793 (2.2%) | 688,353 | - |
| GUGGENHEIM CAPITAL LLC | High Conviction | Significant Flow | $8,596,824 (1.8%) | 584,818 | -9.0% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $6,786,000 (1.5%) | 461,647 | -66.0% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $6,639,942 (1.4%) | 451,649 | -41.0% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | High Conviction | Minimal Flow | $5,424,350 (1.2%) | 366,510 | -11.2% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $5,142,928 (1.1%) | 349,963 | 6.4% |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $4,801,019 (1.0%) | 326,600 | 10.2% |
| MONECO ADVISORS, LLC | High Conviction | Low Flow | $3,629,685 (0.8%) | 246,917 | - |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $3,608,100 (0.8%) | 245,449 | 85,440.5% |
| SAGE CAPITAL MANAGEMENT, LLC | High Conviction | Minimal Flow | $3,523,208 (0.8%) | 239,661 | -4.6% |
| WILEY BROS.-AINTREE CAPITAL, LLC | High Conviction | Significant Flow | $2,963,323 (0.6%) | 201,587 | 124.7% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | High Conviction | Low Flow | $2,600,504 (0.6%) | 176,905 | 67.5% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $2,591,412 (0.6%) | 176,287 | 3.9% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $2,585,338 (0.6%) | 175,873 | - |
| COLONY GROUP, LLC | High Conviction | Significant Flow | $2,024,675 (0.4%) | 138,187 | 362.2% |
| TWO SIGMA INVESTMENTS, LP | Moderate Conviction | Significant Flow | $1,992,129 (0.4%) | 135,519 | -18.6% |
| CNH PARTNERS LLC | High Conviction | Low Flow | $1,840,587 (0.4%) | 125,210 | -46.4% |
| NCP INC. | High Conviction | Minimal Flow | $1,833,337 (0.4%) | 124,716 | 6.8% |
| TPG ADVISORS LLC | High Conviction | Minimal Flow | $1,798,851 (0.4%) | 122,371 | - |
| SHAKER FINANCIAL SERVICES, LLC | High Conviction | Minimal Flow | $1,788,108 (0.4%) | 121,640 | -39.0% |
| SIMS INVESTMENT MANAGEMENT, LLC | High Conviction | Minimal Flow | $1,751,314 (0.4%) | 120,200 | 101.8% |
| Richmond Investment Services, LLC (CIK 0002031991) | High Conviction | Minimal Flow | $1,664,916 (0.4%) | 113,259 | - |
| PROSPERA FINANCIAL SERVICES | High Conviction | Moderate Flow | $1,558,563 (0.3%) | 106,029 | 4.5% |
| ATOMI FINANCIAL GROUP, INC. | High Conviction | Moderate Flow | $1,406,069 (0.3%) | 95,651 | 20.2% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | Elite Conviction | Minimal Flow | $1,390,223 (0.3%) | 94,573 | - |
| COMERICA BANK | High Conviction | Significant Flow | $1,366,809 (0.3%) | 92,980 | - |
| ISLAY CAPITAL MANAGEMENT, LLC | High Conviction | Minimal Flow | $1,315,885 (0.3%) | 89,516 | -9.8% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $1,309,049 (0.3%) | 89,051 | 3.6% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $1,225,104 (0.3%) | 83,340 | 20.7% |
| MOORS & CABOT, INC. | High Conviction | Low Flow | $1,126,278 (0.2%) | 76,618 | 2.5% |
| PUFF WEALTH MANAGEMENT, LLC | High Conviction | Minimal Flow | $1,069,712 (0.2%) | 72,819 | -4.9% |
| Blake Schutter Theil Wealth Advisors, LLC | High Conviction | Minimal Flow | $1,015,445 (0.2%) | 69,078 | 2.3% |
| PATTEN GROUP, INC. | High Conviction | Low Flow | $986,164 (0.2%) | 67,086 | 18.8% |
| LOGAN STONE CAPITAL, LLC | High Conviction | Minimal Flow | $862,434 (0.2%) | 58,669 | NEW |
| ABSOLUTE INVESTMENT ADVISERS, LLC | High Conviction | Minimal Flow | $827,218 (0.2%) | 56,216 | NEW |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | High Conviction | Significant Flow | $774,804 (0.2%) | 52,707 | 3.2% |
| UMB BANK, N.A. | High Conviction | Moderate Flow | $761,357 (0.2%) | 51,793 | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | High Conviction | Moderate Flow | $760,840 (0.2%) | 51,758 | 14.3% |
| VENTURE VISIONARY PARTNERS LLC | High Conviction | Low Flow | $754,462 (0.2%) | 49,679 | - |
| PNC FINANCIAL SERVICES GROUP, INC. | High Conviction | Market Mover | $745,829 (0.2%) | 50,737 | 11.7% |
| Alteri Wealth LLC | High Conviction | Minimal Flow | $736,585 (0.2%) | 50,108 | - |
| GatePass Capital, LLC (CIK 0002087399) | Moderate Conviction | Minimal Flow | $676,200 (0.1%) | 46,000 | -73.9% |
| DAVIDSON D A & CO | High Conviction | Moderate Flow | $654,400 (0.1%) | 44,517 | -3.6% |
| IONIC CAPITAL MANAGEMENT LLC | High Conviction | Minimal Flow | $630,057 (0.1%) | 42,861 | NEW |
| FOCUSED WEALTH MANAGEMENT, INC | Elite Conviction | Low Flow | $618,484 (0.1%) | 42,074 | - |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $615,739 (0.1%) | 41,887 | - |
| CORNERSTONE ADVISORS, LLC | High Conviction | Low Flow | $610,109 (0.1%) | 41,504 | -84.0% |
| SPIRE WEALTH MANAGEMENT | High Conviction | Moderate Flow | $606,270 (0.1%) | 41,243 | 4.4% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $583,299 (0.1%) | 39,680 | 10.2% |
| PFLUG KOORY, LLC | High Conviction | Minimal Flow | $572,389 (0.1%) | 38,938 | 6.8% |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | High Conviction | Minimal Flow | $539,622 (0.1%) | 36,709 | - |
| LEO WEALTH, LLC | High Conviction | Low Flow | $514,368 (0.1%) | 34,991 | - |
| MARCO INVESTMENT MANAGEMENT LLC | High Conviction | Low Flow | $504,210 (0.1%) | 34,300 | - |
| WORLD EQUITY GROUP, INC. | High Conviction | Low Flow | $492,950 (0.1%) | 33,534 | 24.1% |
| Hilltop Holdings Inc. | High Conviction | Moderate Flow | $490,539 (0.1%) | 33,370 | 7.8% |
| JACKSON, GRANT INVESTMENT ADVISERS, INC. | High Conviction | Minimal Flow | $470,457 (0.1%) | 32,004 | 3.3% |
| BAIRD FINANCIAL GROUP, INC. | High Conviction | Significant Flow | $465,712 (0.1%) | 31,681 | 5.9% |
| IFP ADVISORS, INC | High Conviction | Moderate Flow | $425,521 (0.1%) | 28,947 | 656.4% |
| NBC SECURITIES, INC. | High Conviction | Moderate Flow | $424,300 (0.1%) | 28,864 | - |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | High Conviction | Low Flow | $411,275 (0.1%) | 27,978 | - |
| INTEGRATED CAPITAL MANAGEMENT, INC. | High Conviction | Minimal Flow | $407,754 (0.1%) | 27,738 | 10.9% |
| WOLVERINE ASSET MANAGEMENT LLC | Moderate Conviction | Significant Flow | $399,708 (0.1%) | 27,191 | -12.5% |
| TYCHE WEALTH PARTNERS LLC | High Conviction | Low Flow | $343,986 (0.1%) | 23,400 | -7.2% |
| SUMMIT FINANCIAL, LLC | High Conviction | Moderate Flow | $337,924 (0.1%) | 22,988 | -14.2% |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $332,615 (0.1%) | 22,627 | 14.5% |
| PASADENA PRIVATE WEALTH, LLC | High Conviction | Low Flow | $316,750 (0.1%) | 21,548 | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | High Conviction | Low Flow | $314,242 (0.1%) | 21,377 | 4.2% |
| PALOGIC VALUE MANAGEMENT, L.P. | High Conviction | Minimal Flow | $314,154 (0.1%) | 21,371 | - |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $309,626 (0.1%) | 21,063 | 106.1% |
| MARINER, LLC | High Conviction | Market Mover | $306,745 (0.1%) | 20,867 | 71.9% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | High Conviction | Moderate Flow | $303,188 (0.1%) | 20,625 | NEW |
| CORECAP ADVISORS, LLC | High Conviction | Moderate Flow | $302,306 (0.1%) | 20,565 | - |
| ARMOR INVESTMENT ADVISORS, LLC | Elite Conviction | Minimal Flow | $289,193 (0.1%) | 19,673 | - |
| COMMONS CAPITAL, LLC | High Conviction | Minimal Flow | $284,630 (0.1%) | 19,363 | 8.8% |
| MALTIN WEALTH MANAGEMENT, INC. | High Conviction | Minimal Flow | $281,904 (0.1%) | 19,177 | 5.0% |
| TRIUMPH CAPITAL MANAGEMENT | High Conviction | Low Flow | $266,540 (0.1%) | 18,132 | 5.9% |
| IWAMOTO, KONG & CO., INC. | Elite Conviction | Low Flow | $264,130 (0.1%) | 17,968 | - |
| PATHSTONE HOLDINGS, LLC | High Conviction | Significant Flow | $257,794 (0.1%) | 17,537 | - |
| StoneX Group Inc. | High Conviction | Moderate Flow | $252,461 (0.1%) | 17,174 | -13.3% |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $244,931 (0.1%) | 16,662 | 28.4% |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $239,360 (0.1%) | 16,283 | NEW |
| Bay Capital Advisors, LLC | High Conviction | Minimal Flow | $234,465 (0.1%) | 15,950 | - |
| COMMERCE BANK | High Conviction | Significant Flow | $232,539 (0.0%) | 15,819 | - |
| KOVACK ADVISORS, INC. | High Conviction | Low Flow | $231,516 (0.0%) | 17,278 | 13.9% |
| CREATIVE PLANNING | High Conviction | Significant Flow | $229,805 (0.0%) | 15,633 | - |
| APELLA CAPITAL, LLC | High Conviction | Moderate Flow | $221,009 (0.0%) | 15,035 | 3.6% |
| ENCOMPASS WEALTH ADVISORS, LLC | High Conviction | Minimal Flow | $208,848 (0.0%) | 14,207 | - |
| POINTE CAPITAL MANAGEMENT LLC | High Conviction | Minimal Flow | $208,079 (0.0%) | 14,155 | NEW |
| CONCURRENT INVESTMENT ADVISORS, LLC | High Conviction | Significant Flow | $207,291 (0.0%) | 14,101 | 12.5% |
| RSM US WEALTH MANAGEMENT LLC | High Conviction | Moderate Flow | $204,816 (0.0%) | 13,790 | -13.5% |
| DAVENPORT & CO OF VIRGINIA INC | High Conviction | Significant Flow | $204,727 (0.0%) | 13,927 | - |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 173 | $0.47B | 32,684,349 | $14.26 |
| Q3 25 | 153 | $0.48B | 34,581,842 | $13.86 |
| Q2 25 | 155 | $0.42B | 31,470,440 | $13.26 |
| Q1 25 | 161 | $0.41B | 32,363,782 | $12.55 |
| Q4 24 | 169 | $0.64B | 47,219,320 | $13.59 |
| Q3 24 | 154 | $0.72B | 54,521,889 | $13.28 |
| Q2 24 | 157 | $0.71B | 53,964,801 | $13.23 |
| Q1 24 | 152 | $0.69B | 53,476,380 | $12.95 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.