NUVEEN CORE EQUITY ALPHA (JCE) Institutional Shareholders
NUVEEN CORE EQUITY ALPHA (JCE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $87.37M in JCE holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of JCE tracked by InsiderSet, reporting ownership valued at approximately $9.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.62M, representing an estimated gain of +1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed JCE value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Advisors Asset Management, Inc., Shaker Financial Services, Llc, and several other long-term asset managers with concentrated positions in NUVEEN CORE EQUITY ALPHA (JCE).
This page ranks the largest institutional JCE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$87.37M
Largest Holder
Raymond James Financial Inc
Largest Position
$9.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 577,911 | $9,454,621 | $9,616,439 | +$161,818 | +1.71% | |
| Advisors Asset Management, Inc. | 0.13% | 495,670 | $9,209,549 | $8,247,949 | -$961,600 | -10.44% | |
| Shaker Financial Services, Llc | 2.73% | 519,128 | $8,709,218 | $8,638,290 | -$70,928 | -0.81% | |
| Baird Financial Group, Inc. | 0.01% | 531,973 | $8,703,078 | $8,852,031 | +$148,953 | +1.71% | |
| 1607 Capital Partners, Llc | 0.72% | 503,250 | $8,233,170 | $8,374,080 | +$140,910 | +1.71% | |
| Morgan Stanley | 0.00% | 389,113 | $6,365,898 | $6,474,840 | +$108,942 | +1.71% | |
| Guggenheim Capital Llc | 0.03% | 318,259 | $5,206,717 | $5,295,830 | +$89,113 | +1.71% | |
| Retirement Planning Group, Llc / Ny | 2.28% | 250,109 | $4,183,077 | $4,161,814 | -$21,263 | -0.51% | |
| Invesco Ltd. | 0.00% | 236,535 | $3,869,713 | $3,935,942 | +$66,229 | +1.71% | |
| Karpus Management, Inc. | 0.09% | 199,137 | $3,257,881 | $3,313,640 | +$55,759 | +1.71% | |
| Osaic Holdings, Inc. | 0.00% | 180,614 | $2,955,095 | $3,005,417 | +$50,322 | +1.70% | |
| Capital Investment Advisors, Llc | 0.02% | 115,451 | $1,888,778 | $1,921,105 | +$32,327 | +1.71% | |
| Wells Fargo & Company/Mn | 0.00% | 107,704 | $1,762,045 | $1,792,195 | +$30,150 | +1.71% | |
| Lpl Financial Llc | 0.00% | 92,831 | $1,518,708 | $1,544,708 | +$26,000 | +1.71% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 91,508 | $1,497,071 | $1,522,693 | +$25,622 | +1.71% | |
| Thrivent Financial For Lutherans | 0.00% | 80,761 | $1,313,000 | $1,343,863 | +$30,863 | +2.35% | |
| International Assets Investment Management, Llc | 0.05% | 52,194 | $854,413 | $868,508 | +$14,095 | +1.65% | |
| Spire Wealth Management | 0.03% | 51,574 | $843,751 | $858,191 | +$14,440 | +1.71% | |
| Ameriprise Financial Inc | 0.00% | 45,744 | $748,372 | $761,180 | +$12,808 | +1.71% | |
| Ubs Group Ag | 0.00% | 44,534 | $728,576 | $741,046 | +$12,470 | +1.71% | |
| Z3 Capital Partners, Llc | 0.14% | 41,411 | $677,482 | $689,079 | +$11,597 | +1.71% | |
| Royal Bank Of Canada | 0.00% | 33,347 | $546,000 | $554,894 | +$8,894 | +1.63% | |
| Bank Of America Corp | 0.00% | 33,348 | $545,581 | $554,911 | +$9,330 | +1.71% | |
| Pmg Family Office Llc | 0.47% | 30,675 | $512,927 | $510,432 | -$2,495 | -0.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,481 | $482,310 | $490,564 | +$8,254 | +1.71% | |
| Cetera Investment Advisers | 0.00% | 27,585 | $451,283 | $459,014 | +$7,731 | +1.71% | |
| Newedge Advisors, Llc | 0.00% | 20,115 | $329,080 | $334,714 | +$5,634 | +1.71% | |
| Two Sigma Investments, Lp | 0.00% | 18,921 | $309,548 | $314,845 | +$5,297 | +1.71% | |
| Canal Capital Management, Llc | 0.04% | 18,116 | $296,374 | $301,450 | +$5,076 | +1.71% | |
| Xtx Topco Ltd | 0.00% | 16,926 | $276,909 | $281,649 | +$4,740 | +1.71% | |
| Wolverine Asset Management Llc | 0.00% | 14,232 | $232,836 | $236,820 | +$3,984 | +1.71% | |
| Centurion Wealth Management Llc | 0.05% | 12,771 | $208,939 | $212,509 | +$3,570 | +1.71% | |
| Nwf Advisory Services Inc. | 0.02% | 12,100 | $197,956 | $201,344 | +$3,388 | +1.71% | |
| Daymark Wealth Partners, Llc | 0.00% | 10,790 | $176,524 | $179,546 | +$3,022 | +1.71% | |
| David J Yvars Group | 0.09% | 11,000 | $175,010 | $183,040 | +$8,030 | +4.59% | |
| Founders Financial Alliance, Llc | 0.02% | 10,317 | $168,781 | $171,675 | +$2,894 | +1.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,363 | $153,179 | $155,800 | +$2,621 | +1.71% | |
| Cwm, Llc | 0.00% | 5,816 | $85,960 | $96,778 | +$10,818 | +12.59% | |
| Fifth Third Bancorp | 0.00% | 3,969 | $64,933 | $66,044 | +$1,111 | +1.71% | |
| Fny Investment Advisers, Llc | 0.02% | 3,000 | $49,000 | $49,920 | +$920 | +1.88% | |
| Eastern Bank | 0.00% | 1,869 | $30,577 | $31,100 | +$523 | +1.71% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,751 | $28,646 | $29,137 | +$491 | +1.71% | |
| Centerpoint Advisors, Llc | 0.00% | 1,000 | $16,000 | $16,640 | +$640 | +4.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 948 | $15,509 | $15,775 | +$266 | +1.71% | |
| Jones Financial Companies Lllp | 0.00% | 978 | $15,413 | $16,274 | +$861 | +5.59% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | 402 | $6,582 | $6,689 | +$107 | +1.63% | |
| Colonial Trust Co / Sc | 0.00% | 371 | $5,903 | $6,173 | +$270 | +4.58% | |
| Institute For Wealth Management, Llc. | 0.00% | 300 | $4,908 | $4,992 | +$84 | +1.71% | |
| St Germain D J Co Inc | 0.00% | 125 | $2,045 | $2,080 | +$35 | +1.71% | |
| Transamerica Financial Advisors, Llc | 0.00% | 95 | $1,596 | $1,581 | -$15 | -0.95% |
Frequently asked questions about JCE
Who owns the most JCE stock?
The largest holders of JCE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN CORE EQUITY ALPHA (JCE).
Is JCE widely held by superinvestors?
Many widely followed stocks like JCE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JCE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.