JCE Institutional Ownership & Shareholders
NUVEEN CORE EQUITY ALPHA (JCE) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.55M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 +1.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed JCE value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Advisors Asset Management, Inc., Baird Financial Group, Inc., 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
54
Total Reported Value
$87.55M
Largest Holder
Raymond James Financial Inc
Largest Position
$9.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $9,622,218 | +$167,597 | +1.77% | |
| Advisors Asset Management, Inc. | 0.13% | 495,670 | $9,209,549 | $8,252,905 | -$956,644 | -10.39% | |
| Baird Financial Group, Inc. | 0.01% | 531,973 | $8,703,078 | $8,857,350 | +$154,272 | +1.77% | |
| 1607 Capital Partners, Llc | 0.72% | 503,250 | $8,233,170 | $8,379,112 | +$145,942 | +1.77% | |
| Shaker Financial Services, Llc | 2.66% | 464,820 | $8,051,330 | $7,739,253 | -$312,077 | -3.88% | |
| Morgan Stanley | 0.00% | 389,113 | $6,365,898 | $6,478,731 | +$112,833 | +1.77% | |
| Guggenheim Capital Llc | 0.03% | 318,259 | $5,206,717 | $5,299,012 | +$92,295 | +1.77% | |
| Retirement Planning Group, Llc / Ny | 2.28% | 250,109 | $4,183,077 | $4,164,315 | -$18,762 | -0.45% | |
| Invesco Ltd. | 0.00% | 236,535 | $3,869,713 | $3,938,308 | +$68,595 | +1.77% | |
| Karpus Management, Inc. | 0.09% | 199,137 | $3,257,881 | $3,315,631 | +$57,750 | +1.77% | |
| Osaic Holdings, Inc. | 0.00% | 180,614 | $2,955,095 | $3,007,223 | +$52,128 | +1.76% | |
| Capital Investment Advisors, Llc | 0.03% | 115,451 | $1,955,740 | $1,922,259 | -$33,481 | -1.71% | |
| Wells Fargo & Company/Mn | 0.00% | 107,704 | $1,762,045 | $1,793,272 | +$31,227 | +1.77% | |
| Lpl Financial Llc | 0.00% | 92,831 | $1,518,708 | $1,545,636 | +$26,928 | +1.77% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 91,508 | $1,497,071 | $1,523,608 | +$26,537 | +1.77% | |
| Thrivent Financial For Lutherans | 0.00% | 80,761 | $1,313,000 | $1,344,671 | +$31,671 | +2.41% | |
| International Assets Investment Management, Llc | 0.06% | 25,000 | $943,045 | $416,250 | -$526,795 | -55.86% | |
| Spire Wealth Management | 0.03% | 51,574 | $873,664 | $858,707 | -$14,957 | -1.71% | |
| Ameriprise Financial Inc | 0.00% | 45,744 | $748,372 | $761,638 | +$13,266 | +1.77% | |
| Ubs Group Ag | 0.00% | 44,534 | $728,576 | $741,491 | +$12,915 | +1.77% | |
| Z3 Capital Partners, Llc | 0.14% | 41,411 | $677,482 | $689,493 | +$12,011 | +1.77% | |
| Royal Bank Of Canada | 0.00% | 33,347 | $546,000 | $555,228 | +$9,228 | +1.69% | |
| Bank Of America Corp | 0.00% | 33,348 | $545,581 | $555,244 | +$9,663 | +1.77% | |
| Pmg Family Office Llc | 0.49% | 30,805 | $533,036 | $512,903 | -$20,133 | -3.78% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,481 | $482,310 | $490,859 | +$8,549 | +1.77% | |
| Cetera Investment Advisers | 0.00% | 27,585 | $451,283 | $459,290 | +$8,007 | +1.77% | |
| Blue Trust, Inc. | 0.00% | 19,481 | $330,008 | $324,359 | -$5,649 | -1.71% | |
| Newedge Advisors, Llc | 0.00% | 20,115 | $329,080 | $334,915 | +$5,835 | +1.77% | |
| Two Sigma Investments, Lp | 0.00% | 18,921 | $309,548 | $315,035 | +$5,487 | +1.77% | |
| Canal Capital Management, Llc | 0.04% | 18,116 | $296,374 | $301,631 | +$5,257 | +1.77% | |
| Xtx Topco Ltd | 0.00% | 16,926 | $276,909 | $281,818 | +$4,909 | +1.77% | |
| Concurrent Investment Advisors, Llc | 0.00% | 14,767 | $250,161 | $245,871 | -$4,290 | -1.72% | |
| Wolverine Asset Management Llc | 0.00% | 14,232 | $232,836 | $236,963 | +$4,127 | +1.77% | |
| Centurion Wealth Management Llc | 0.05% | 13,059 | $221,227 | $217,432 | -$3,795 | -1.72% | |
| First Bank & Trust | 0.03% | 12,700 | $215,138 | $211,455 | -$3,683 | -1.71% | |
| Nwf Advisory Services Inc. | 0.02% | 12,100 | $204,974 | $201,465 | -$3,509 | -1.71% | |
| David J Yvars Group | 0.08% | 11,000 | $184,140 | $183,150 | -$990 | -0.54% | |
| Daymark Wealth Partners, Llc | 0.00% | 10,790 | $176,524 | $179,653 | +$3,129 | +1.77% | |
| Founders Financial Alliance, Llc | 0.02% | 10,317 | $168,781 | $171,778 | +$2,997 | +1.78% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,363 | $153,179 | $155,894 | +$2,715 | +1.77% | |
| Cwm, Llc | 0.00% | 5,816 | $85,960 | $96,836 | +$10,876 | +12.65% | |
| Eastern Bank | 0.00% | 4,537 | $76,857 | $75,541 | -$1,316 | -1.71% | |
| Fifth Third Bancorp | 0.00% | 3,969 | $64,933 | $66,084 | +$1,151 | +1.77% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,751 | $28,646 | $29,154 | +$508 | +1.77% | |
| Centerpoint Advisors, Llc | 0.00% | 1,000 | $16,000 | $16,650 | +$650 | +4.06% | |
| Pnc Financial Services Group, Inc. | 0.00% | 948 | $15,509 | $15,784 | +$275 | +1.77% | |
| Jones Financial Companies Lllp | 0.00% | 978 | $15,413 | $16,284 | +$871 | +5.65% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | 402 | $6,582 | $6,693 | +$111 | +1.69% | |
| Colonial Trust Co / Sc | 0.00% | 371 | $5,903 | $6,177 | +$274 | +4.64% | |
| Institute For Wealth Management, Llc. | 0.00% | 300 | $4,908 | $4,995 | +$87 | +1.77% |
Frequently asked questions about JCE
Who are the largest institutional holders of JCE?
The largest institutional holders of JCE reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Advisors Asset Management, Inc., Baird Financial Group, Inc., 1607 Capital Partners, Llc, and Shaker Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported JCE position.
What is JCE institutional ownership?
This page tracks JCE positions reported by institutional investment managers through SEC Form 13F. NUVEEN CORE EQUITY ALPHA (JCE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JCE?
InsiderSet currently tracks 54 institutional managers reporting JCE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JCE shareholders.
How much JCE stock do institutions own?
Institutional investment managers disclosed approximately $87.55M in JCE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JCE institutional ownership last updated?
The latest JCE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JCE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JCE position after the reporting date.
Are institutions buying or selling JCE?
Institutional buying and selling can be analyzed by comparing JCE positions across consecutive 13F reporting periods. InsiderSet's JCE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JCE ownership changes.
How has JCE institutional ownership changed over time?
InsiderSet tracks JCE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.