Who Owns NUVEEN CORE EQUITY ALPHA FD (JCE)? -- Institutional Holders (2026-06-30)
53 institutions reported holding $79.4M of NUVEEN CORE EQUITY ALPHA FD (JCE) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($9.5M), Shaker Financial Services, LLC ($8.7M), Baird Financial Group, Inc. ($8.7M), 1607 Capital Partners, LLC ($8.2M), MORGAN STANLEY ($6.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $9.5M | 577,911 | Added |
| 2 | Shaker Financial Services, LLC | $8.7M | 519,128 | Trimmed |
| 3 | Baird Financial Group, Inc. | $8.7M | 531,973 | Added |
| 4 | 1607 Capital Partners, LLC | $8.2M | 503,250 | Added |
| 5 | MORGAN STANLEY | $6.4M | 389,113 | Added |
| 6 | GUGGENHEIM CAPITAL LLC | $5.2M | 318,259 | Added |
| 7 | RETIREMENT PLANNING GROUP, LLC / NY | $4.2M | 250,109 | Trimmed |
| 8 | Invesco Ltd. | $3.9M | 236,535 | Trimmed |
| 9 | Karpus Management, Inc. | $3.3M | 199,137 | Added |
| 10 | OSAIC HOLDINGS, INC. | $3.0M | 180,614 | Added |
| 11 | Capital Investment Advisors, LLC | $1.9M | 115,451 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $1.8M | 107,704 | Trimmed |
| 13 | LPL Financial LLC | $1.5M | 92,831 | Added |
| 14 | Steward Partners Investment Advisory, LLC | $1.5M | 91,508 | Added |
| 15 | Thrivent Financial for Lutherans | $1.3M | 80,761 | Trimmed |
| 16 | Advisors Asset Management, Inc. | $889,935 | 54,397 | Added |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $854,413 | 52,194 | Added |
| 18 | Spire Wealth Management | $843,751 | 51,574 | Hold |
| 19 | AMERIPRISE FINANCIAL INC | $748,372 | 45,744 | Trimmed |
| 20 | UBS Group AG | $728,576 | 44,534 | Added |
| 21 | Z3 Capital Partners, LLC | $677,482 | 41,411 | Added |
| 22 | Royal Bank of Canada | $546,000 | 33,347 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $545,581 | 33,348 | Trimmed |
| 24 | PMG Family Office LLC | $512,927 | 30,675 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $482,310 | 29,481 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30