Who Owns Nuveen Core Equity Alpha Fund (JCE)?Hedge Fund & Institutional Holders

$15.09+0.09 (+0.60%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.000000893700071e+193T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$12.84$13.68$14.52$15.35$16.19Sep 24Jun 25Mar 26

JCE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+561K+$8.9B
Capital Investment Advisors, LLCNew Position+117K+$1.9B
WOLVERINE ASSET MANAGEMENT LLCNew Position+90K+$1.4B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+53K+$844.0M
Spire Wealth ManagementNew Position+52K+$822.0M
Invesco Ltd.Increased+27K+$485.3M
Baird Financial Group, Inc.Increased+30K+$476.5M
Calamos Advisors LLCNew Position+17K+$275.0M
Sowell Financial Services LLCNew Position+17K+$270.0M
J.W. COLE ADVISORS, INC.New Position+11K+$180.0M
David J Yvars GroupNew Position+11K+$176.0M
Blue Trust, Inc.New Position+6K+$96.0M
EASTERN BANKNew Position+2K+$29.0M
Indiana Trust & Investment Management CoNew Position+995+$15.0M
Centurion Wealth Management LLCIncreased+490+$9.4M

JCE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cornerstone Advisors, LLCDecreased-40K-$855.3M
WELLS FARGO & COMPANY/MNDecreased-1K-$631.6M
NewEdge Advisors, LLCDecreased-1K-$487.2M
Steward Partners Investment Advisory, LLCDecreased-49-$427.1M
JANE STREET GROUP, LLCClosed Position-13K-$210.3M
BALYASNY ASSET MANAGEMENT L.P.Closed Position-11K-$174.9M
COMERICA BANKDecreased-3K-$44.2M
Advisory Services Network, LLCClosed Position-2K-$27.1M
NWF Advisory Services Inc.Decreased-2K-$17.0M
Allworth Financial LPClosed Position-400-$6.3M
Cambridge Investment Research Advisors, Inc.Decreased-7K-$548K
BANK OF AMERICA CORP /DE/Decreased-291-$531K
MORGAN STANLEYDecreased-11K-$199K
FNY Investment Advisers, LLCClosed Position-3K-$47K
UBS Group AGDecreased-47-$-10.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Baird Financial Group, Inc.570,985$9.0B14.03%Share
2Shaker Financial Services, LLC560,717$8.9B2.83%Share
3RAYMOND JAMES FINANCIAL INC472,580$7.0B2.18%Share
4Invesco Ltd.270,120$4.3B0.66%Share
5GUGGENHEIM CAPITAL LLC268,626$4.0B28.64%Share
6OSAIC HOLDINGS, INC.181,869$2.0B2.92%Share
7Cornerstone Advisors, LLC141,473$2.0B0.07%Share
8Capital Investment Advisors, LLC116,571$1.9B28.30%Share
9WOLVERINE ASSET MANAGEMENT LLC90,018$1.4B11.30%Share
10WELLS FARGO & COMPANY/MN76,503$1.0B0.18%Share
11Steward Partners Investment Advisory, LLC90,678$1.0B5.48%Share
12UBS Group AG54,921$875.0M0.14%Share
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC53,002$844.0M0.06%Share
14Spire Wealth Management51,574$822.0M0.03%Share
15Calamos Advisors LLC17,253$275.0M1.03%Share
16Sowell Financial Services LLC16,957$270.0M0.01%Share
17Centurion Wealth Management LLC12,480$198.0M0.04%Share
18NWF Advisory Services Inc.12,100$192.0M0.02%Share
19J.W. COLE ADVISORS, INC.11,330$180.0M0.00%Share
20David J Yvars Group11,000$176.0M0.09%Share
21Blue Trust, Inc.6,040$96.0M1.08%Share
22COMERICA BANK3,969$63.0M0.25%Share
23EASTERN BANK1,869$29.0M0.50%Share
24Indiana Trust & Investment Management Co995$15.0M0.00%Share
25Thomas J. Herzfeld Advisors, Inc.393$6.0M0.00%Share
26MORGAN STANLEY377,181$6.0M0.00%Share
27RETIREMENT PLANNING GROUP, LLC / NY268,115$4.3M2.91%Share
28ST GERMAIN D J CO INC125$1.0M0.00%Share
29THRIVENT FINANCIAL FOR LUTHERANS73,256$1.0M0.00%Share
30LPL Financial LLC103,452$1.0M0.00%Share
31PMG Family Office LLC27,445$437K0.51%Share
32Canal Capital Management, LLC11,213$178K0.03%Share
33DAYMARK WEALTH PARTNERS, LLC10,790$171K0.01%Share
34CWM, LLC5,816$93K0.00%Share
35Centerpoint Advisors, LLC1,000$16K0.00%Share
36Transamerica Financial Advisors, LLC152$2K0.00%Share
37SUSQUEHANNA INTERNATIONAL GROUP, LLP11,132$00.00%Share
38NewEdge Advisors, LLC29,653$00.00%Share
39Cetera Investment Advisers30,521$00.00%Share
40Rockefeller Capital Management L.P.9,363$00.00%Share
41Cambridge Investment Research Advisors, Inc.27,492$00.00%Share
42MORGAN STANLEY2$00.00%Share
43MORGAN STANLEY6,388$00.00%Share
44WELLS FARGO & COMPANY/MN25,778$00.00%Share
45ROYAL BANK OF CANADA32,396$00.00%Share
46PNC FINANCIAL SERVICES GROUP, INC.948$00.00%Share
47COMMONWEALTH EQUITY SERVICES, LLC35,193$00.00%Share
48Colonial Trust Co / SC371$00.00%Share
49RAYMOND JAMES FINANCIAL INC33,238$00.00%Share
50RAYMOND JAMES FINANCIAL INC30,930$00.00%Share

JCE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202547$46.6B+15
Q3 202532$38.8B-6
Q2 202538$38.7B-5
Q1 202543$53.3B+3
Q4 202440$219.4B+7
Q3 202433$2.0T+2
Q2 202431$216.5B+1
Q1 202430$176.1B—

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As of Q4 2025, 50 institutional investors hold JCE (Nuveen Core Equity Alpha Fund). The largest holder is Baird Financial Group, Inc. with $9.0B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own JCE?

As of Q4 2025, 50 institutional investors report holding JCE (Nuveen Core Equity Alpha Fund) in their 13F filings.

Who is the largest institutional holder of JCE?

The largest institutional holder of JCE is Baird Financial Group, Inc. with $9.0B in shares.

Is institutional ownership of JCE increasing or decreasing?

This quarter, 12 institutions opened new positions in JCE and 5 closed their positions.