Nuveen Core Equity Alpha Fund - JCE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baird Financial Group, Inc. | History | Added to | 571,685 | 9,112 | 0.01% | 0.01% | 1 | +29,820 | 5.5% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Added to | 560,717 | 8,937 | 2.83% | 2.97% | 2 | +20,479 | 3.79% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 536,748 | 8,555 | 0.0% | 0.0% | 3 | +42,556 | 8.61% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 383,571 | 6,114 | 0.0% | 0.0% | 4 | -10,534 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 270,120 | 4,305 | 0.0% | 0.0% | 5 | +27,289 | 11.24% | Q4 2025 | Feb 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 268,892 | 4,286 | 0.03% | 0.03% | 6 | +14,280 | 5.61% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 268,115 | 4,273 | 2.91% | 3.25% | 7 | -2,584 | -0.95% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 181,869 | 2,899 | 0.0% | 0.0% | 8 | +7,322 | 4.19% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisors, LLC | History | Reduced | 141,473 | 2,255 | 0.08% | 0.09% | 9 | -40,044 | -22.06% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 116,571 | 1,858 | 0.03% | 0.03% | 10 | -8,500 | -6.8% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 103,452 | 1,649 | 0.0% | 0.0% | 11 | +5,249 | 5.35% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 102,281 | 1,630 | 0.0% | 0.0% | 12 | -1,445 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 90,678 | 1,445 | 0.01% | 0.01% | 13 | -49 | -0.05% | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 90,018 | 1,434 | 0.01% | 0.01% | 14 | -7,097 | -7.31% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 73,256 | 1,179 | 0.0% | 0.0% | 15 | -2,178 | -2.89% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 54,921 | 875 | 0.0% | 0.0% | 16 | -47 | -0.09% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 53,002 | 844 | 0.06% | 0.06% | 17 | +1,011 | 1.94% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 51,574 | 822 | 0.03% | 0.03% | 18 | +754 | 1.48% | Q4 2025 | Jan 14, 2026 |
| Karpus Management, Inc. | History | New | 49,077 | 782 | 0.02% | — | 19 | +49,077 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 48,231 | 768 | 0.0% | 0.0% | 20 | +3,424 | 7.64% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,193 | 560 | 0.0% | 0.0% | 21 | +8,581 | 32.24% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 33,507 | 534 | 0.0% | 0.0% | 22 | -291 | -0.86% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,396 | 516 | 0.0% | — | 23 | +32,396 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 30,521 | 486 | 0.0% | 0.0% | 24 | +2,126 | 7.49% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,653 | 472 | 0.0% | 0.0% | 25 | -1,319 | -4.26% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,492 | 438 | 0.0% | 0.0% | 26 | -7,338 | -21.07% | Q4 2025 | Feb 05, 2026 |
| PMG Family Office LLC | History | Added to | 27,445 | 437 | 0.51% | 0.49% | 27 | +25 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Calamos Advisors LLC | History | Added to | 17,253 | 275 | 0.0% | 0.0% | 28 | +4,194 | 32.12% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,957 | 270 | 0.01% | 0.01% | 29 | +2,299 | 15.68% | Q4 2025 | Jan 21, 2026 |
| Centurion Wealth Management LLC | History | Added to | 12,480 | 198 | 0.04% | 0.04% | 30 | +490 | 4.09% | Q4 2025 | Jan 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 12,100 | 192 | 0.02% | 0.02% | 31 | -1,500 | -11.03% | Q4 2025 | Mar 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,330 | 180 | 0.0% | 0.0% | 32 | +97 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Canal Capital Management, LLC | History | New | 11,213 | 178 | 0.03% | — | 33 | +11,213 | New | Q4 2025 | Jan 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,132 | 177 | 0.0% | — | 34 | +11,132 | New | Q4 2025 | Feb 17, 2026 |
| David J Yvars Group | History | No change | 11,000 | 176 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,790 | 171 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,363 | 149 | 0.0% | 0.0% | 37 | +759 | 8.82% | Q4 2025 | Mar 16, 2026 |
| Blue Trust, Inc. | History | New | 6,040 | 96 | 0.0% | — | 38 | +6,040 | New | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Added to | 5,816 | 93 | 0.0% | 0.0% | 39 | +4,500 | 341.95% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 3,969 | 63 | 0.0% | 0.0% | 40 | -2,844 | -41.74% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | No change | 1,869 | 29 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | New | 995 | 15 | 0.0% | — | 44 | +995 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 948 | 15 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 393 | 6 | 0.0% | 0.0% | 45 | +15 | 3.97% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 371 | 5 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 147 | 2 | 0.0% | — | 47 | +147 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 152 | 2 | 0.0% | 0.0% | 48 | +6 | 4.11% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 125 | 1 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,368 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,751 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,721 | -100.0% | Q3 2025 | Nov 18, 2025 |