JCE institutional holders

NUVEEN CORE EQUITY ALPHA FD · 13F, 2026Q2

Managers holding50
Shares held4,859,889
Reported value$79.8m
Quarter flows4 new, 22 added, 12 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC577,911$9.5m0.0%
Shaker Financial Services, LLC519,128$8.7m2.7%
Baird Financial Group, Inc.531,973$8.7m0.0%
1607 Capital Partners, LLC503,250$8.2m0.7%
MORGAN STANLEY389,113$6.4m0.0%
GUGGENHEIM CAPITAL LLC318,259$5.2m0.0%
RETIREMENT PLANNING GROUP, LLC / NY250,109$4.2m2.3%
Invesco Ltd.236,535$3.9m0.0%
Karpus Management, Inc.199,137$3.3m0.1%
OSAIC HOLDINGS, INC.180,614$3.0m0.0%
Capital Investment Advisors, LLC115,451$1.9m0.0%
WELLS FARGO & COMPANY/MN107,704$1.8m0.0%
LPL Financial LLC92,831$1.5m0.0%
Steward Partners Investment Advisory, LLC91,508$1.5m0.0%
Thrivent Financial for Lutherans80,761$1.3m0.0%
Advisors Asset Management, Inc.54,397$889,9350.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC52,194$854,4130.0%
Cambridge Investment Research Advisors, Inc.51,856$848,0000.0%
Spire Wealth Management51,574$843,7510.0%
AMERIPRISE FINANCIAL INC45,744$748,3720.0%
UBS Group AG44,534$728,5760.0%
Z3 Capital Partners, LLC41,411$677,4820.1%
ROYAL BANK OF CANADA33,347$546,0000.0%
BANK OF AMERICA CORP /DE/33,348$545,5810.0%
PMG Family Office LLC30,675$512,9270.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JCE"). JCE price history · All 13F data

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