CHICAGO, IL
NUVEEN CORE EQUITY ALPHA FUNDJCE— Latest position per institution from SEC 13F filings
15
Institutional holders
5.07M
Total shares held
80.88M
Estimated value
253.56K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
577.91K
Value
9.45M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
531.97K
Value
8.70M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
519.13K
Value
8.71M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
503.25K
Value
8.23M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
415.19K
Value
6.38M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
389.11K
Value
6.37M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
318.26K
Value
5.21M
Filed
Jun 30, 2026
RETIREMENT PLANNING GROUP, LLC / NY
CIK 2057004
Shares
250.11K
Value
4.18M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
236.53K
Value
3.87M
Filed
Jun 30, 2026
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
213.69K
Value
2.90M
Filed
Dec 31, 2023
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
199.14K
Value
3.26M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
180.61K
Value
2.96M
Filed
Jun 30, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
141.47K
Value
2.26M
Filed
Dec 31, 2025
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
115.45K
Value
1.89M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
107.70K
Value
1.76M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
92.83K
Value
1.52M
Filed
Jun 30, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
91.51K
Value
1.50M
Filed
Jun 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
80.76K
Value
1.31K
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
54.40K
Value
889.93K
Filed
Jun 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
52.19K
Value
854.41K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 577.91K | 9.45M | Jun 30, 2026 |
| 2 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 531.97K | 8.70M | Jun 30, 2026 |
| 3 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 519.13K | 8.71M | Jun 30, 2026 |
| 4 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 503.25K | 8.23M | Jun 30, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 415.19K | 6.38M | Sep 30, 2024 |
| 6 | MORGAN STANLEY | 895421 | 389.11K | 6.37M | Jun 30, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 318.26K | 5.21M | Jun 30, 2026 |
| 8 | RETIREMENT PLANNING GROUP, LLC / NY | 2057004 | 250.11K | 4.18M | Jun 30, 2026 |
| 9 | INVESCO LTD. | 914208 | 236.53K | 3.87M | Jun 30, 2026 |
| 10 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 213.69K | 2.90M | Dec 31, 2023 |
| 11 | KARPUS MANAGEMENT, INC. | 1048703 | 199.14K | 3.26M | Jun 30, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 180.61K | 2.96M | Jun 30, 2026 |
| 13 | CORNERSTONE ADVISORS, LLC | 1775446 | 141.47K | 2.26M | Dec 31, 2025 |
| 14 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 115.45K | 1.89M | Jun 30, 2026 |
| 15 | WELLS FARGO & COMPANY/MN | 72971 | 107.70K | 1.76M | Jun 30, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 92.83K | 1.52M | Jun 30, 2026 |
| 17 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 91.51K | 1.50M | Jun 30, 2026 |
| 18 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 80.76K | 1.31K | Jun 30, 2026 |
| 19 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 54.40K | 889.93K | Jun 30, 2026 |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 52.19K | 854.41K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.