CHICAGO, IL
NUVEEN CORE EQUITY ALPHA FUNDJCE— Latest position per institution from SEC 13F filings
15
Institutional holders
4.95M
Total shares held
72.31M
Estimated value
247.37K
Avg. position size
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
615.66K
Value
9.31M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
572.51K
Value
8.46M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
481.94K
Value
7.12M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
415.19K
Value
6.38M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
374.24K
Value
5.53M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
317.57K
Value
4.69M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
288.21K
Value
4.26M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
261.60K
Value
3.87M
Filed
Mar 31, 2026
RETIREMENT PLANNING GROUP, LLC / NY
CIK 2057004
Shares
255.08K
Value
3.86M
Filed
Mar 31, 2026
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
213.69K
Value
2.90M
Filed
Dec 31, 2023
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
184.20K
Value
2.72M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
178.75K
Value
2.64M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
141.47K
Value
2.26M
Filed
Dec 31, 2025
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
116.57K
Value
1.72M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
108.90K
Value
1.61M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
103.12K
Value
1.52M
Filed
Mar 31, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
90.78K
Value
1.34M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
90.04K
Value
1.33M
Filed
Mar 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
85.86K
Value
1.26K
Filed
Mar 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
52.02K
Value
779.86K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 615.66K | 9.31M | Mar 31, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 572.51K | 8.46M | Mar 31, 2026 |
| 3 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 481.94K | 7.12M | Mar 31, 2026 |
| 4 | RAYMOND JAMES & ASSOCIATES | 1084208 | 415.19K | 6.38M | Sep 30, 2024 |
| 5 | MORGAN STANLEY | 895421 | 374.24K | 5.53M | Mar 31, 2026 |
| 6 | GUGGENHEIM CAPITAL LLC | 1283072 | 317.57K | 4.69M | Mar 31, 2026 |
| 7 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 288.21K | 4.26M | Mar 31, 2026 |
| 8 | INVESCO LTD. | 914208 | 261.60K | 3.87M | Mar 31, 2026 |
| 9 | RETIREMENT PLANNING GROUP, LLC / NY | 2057004 | 255.08K | 3.86M | Mar 31, 2026 |
| 10 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 213.69K | 2.90M | Dec 31, 2023 |
| 11 | KARPUS MANAGEMENT, INC. | 1048703 | 184.20K | 2.72M | Mar 31, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 178.75K | 2.64M | Mar 31, 2026 |
| 13 | CORNERSTONE ADVISORS, LLC | 1775446 | 141.47K | 2.26M | Dec 31, 2025 |
| 14 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 116.57K | 1.72M | Mar 31, 2026 |
| 15 | WELLS FARGO & COMPANY/MN | 72971 | 108.90K | 1.61M | Mar 31, 2026 |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 103.12K | 1.52M | Mar 31, 2026 |
| 17 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 90.78K | 1.34M | Mar 31, 2026 |
| 18 | LPL FINANCIAL LLC | 1403438 | 90.04K | 1.33M | Mar 31, 2026 |
| 19 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 85.86K | 1.26K | Mar 31, 2026 |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 52.02K | 779.86K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.