DOSSIER · 13F Holders · Q2 2026
JCE

NUVEEN CORE EQUITY ALPHA FD

51 institutions still hold NUVEEN CORE EQUITY ALPHA FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67090X107·51 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$64M
visible holders
Holders
51
filers reporting
Concentration
13.69%
Shaker Financial Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

51 institutions reported JCE in Q2 2026. Shaker Financial Services, LLC leads at 13.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Shaker Financial Services, LLC
CIK 0001511794
$9M519K2.73%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M573K0.00%Q1 2026
03
Baird Financial Group, Inc.
CIK 0001648711
$7M482K0.01%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$6M374K0.00%Q1 2026
05
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$5M318K0.04%Q1 2026
06
1607 Capital Partners, LLC
CIK 0001436866
$4M288K0.31%Q1 2026
07
Invesco Ltd.
CIK 0000914208
$4M262K0.00%Q1 2026
08
RETIREMENT PLANNING GROUP, LLC / NY
CIK 0002057004
$4M255K2.49%Q1 2026
09
Karpus Management, Inc.
CIK 0001048703
$3M184K0.08%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M179K0.00%Q1 2026
11
Capital Investment Advisors, LLC
CIK 0001582732
$2M117K0.03%Q1 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M109K0.00%Q1 2026
13
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M103K0.01%Q1 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M91K0.01%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$1M90K0.00%Q1 2026
16
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$1M86K0.00%Q1 2026
17
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$854K52K0.05%Q2 2026
18
Spire Wealth Management
CIK 0001858740
$844K52K0.03%Q2 2026
19
AMERIPRISE FINANCIAL INC
CIK 0000820027
$673K46K0.00%Q1 2026
20
UBS Group AG
CIK 0001610520
$608K41K0.00%Q1 2026
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Insiders at NUVEEN CORE EQUITY ALPHA FD
Nuveen Fund Advisors, LlcZimmerman Gifford RAmboian John P