DOSSIER · 13F Holders · Q2 2026
JCE

NUVEEN CORE EQUITY ALPHA FD

53 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 67090X107·53 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$72M
visible holders
Holders
53
filers reporting
Concentration
13.10%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

53 institutions reported JCE in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 13.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M578K0.00%Q2 2026
02
Shaker Financial Services, LLC
CIK 0001511794
$9M519K2.73%Q2 2026
03
Baird Financial Group, Inc.
CIK 0001648711
$9M532K0.01%Q2 2026
04
1607 Capital Partners, LLC
CIK 0001436866
$8M503K0.72%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$6M389K0.00%Q2 2026
06
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$5M318K0.03%Q2 2026
07
RETIREMENT PLANNING GROUP, LLC / NY
CIK 0002057004
$4M250K2.28%Q2 2026
08
Invesco Ltd.
CIK 0000914208
$4M237K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M181K0.00%Q2 2026
10
Karpus Management, Inc.
CIK 0001048703
$3M184K0.08%Q1 2026
11
Capital Investment Advisors, LLC
CIK 0001582732
$2M115K0.02%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M108K0.00%Q2 2026
13
LPL Financial LLC
CIK 0001403438
$2M93K0.00%Q2 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M92K0.01%Q2 2026
15
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$1M86K0.00%Q1 2026
16
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$854K52K0.05%Q2 2026
17
Spire Wealth Management
CIK 0001858740
$844K52K0.03%Q2 2026
18
AMERIPRISE FINANCIAL INC
CIK 0000820027
$748K46K0.00%Q2 2026
19
UBS Group AG
CIK 0001610520
$729K45K0.00%Q2 2026
20
Z3 Capital Partners, LLC
CIK 0002127787
$677K41K0.14%Q2 2026
Page 1 of 3
33 more holders available. Log in →
Insiders at NUVEEN CORE EQUITY ALPHA FD
Nuveen Fund Advisors, LlcZimmerman Gifford RAmboian John P