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Nuveen Core Equity Alpha (JCE)

CUSIP: 67090X107 | US | Financial Services · Asset Management | Micro Cap | 189 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.486,1822.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.486,182
2.9% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Shaker Financial Services, LLC464,820
2.7% of portfolio›$8.1M
Capital Investment Advisors, LLC115,451
0.0% of portfolio›$2.0M
International Assets Investment Management, LLC55,967
0.1% of portfolio›$943.0K
Spire Wealth Management51,574
0.0% of portfolio›$873.7K
PMG Family Office LLC30,805
0.5% of portfolio›$533.0K
Commonwealth Equity Services, LLC30,680
0.0% of portfolio›$519.7K
Cambridge Investment Research Advisors, Inc.26,128
0.0% of portfolio›$443
Blue Trust, Inc.19,481
0.0% of portfolio›$330.0K
Concurrent Investment Advisors, LLC14,767
0.0% of portfolio›$250.2K
Centurion Wealth Management LLC13,059
0.1% of portfolio›$221.2K
First Bank & Trust12,700
0.0% of portfolio›$215.1K
NWF Advisory Services Inc.12,100
0.0% of portfolio›$205.0K
David J Yvars Group11,000
0.1% of portfolio›$184.1K
Daymark Wealth Partners, LLC10,790
0.0% of portfolio›$182.8K
Eastern Bank4,537
0.0% of portfolio›$76.9K
FNY Investment Advisers, LLC3,500
0.0% of portfolio›$59
Highline Wealth Partners LLC127
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Shaker Financial Services, LLC
464,820$8.1M2.7%YieldHighArlington, VA2026-10-14
Capital Investment Advisors, LLC
115,451$2.0M0.0%CoreLowAtlanta, GA2026-10-22
International Assets Investment Management, LLC
55,967$943.0K0.1%CoreVery HighOrlando, FL2026-11-02
Spire Wealth Management
51,574$873.7K0.0%GrowthMediumMclean, VA2026-10-30
PMG Family Office LLC
30,805$533.0K0.5%YieldVery LowPlano, TX2026-10-19
Commonwealth Equity Services, LLC
30,680$519.7K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
26,128$4430.0%ETFLowFairfield, IA2026-11-02
Blue Trust, Inc.
19,481$330.0K0.0%ETFLowBrentwood, TN2026-10-15
Concurrent Investment Advisors, LLC
14,767$250.2K0.0%GrowthMediumTampa, FL2026-10-16
Centurion Wealth Management LLC
13,059$221.2K0.1%ETFMediumMclean, VA2026-10-13
First Bank & Trust
12,700$215.1K0.0%CoreLowBrookings, SD2026-10-19
NWF Advisory Services Inc.
12,100$205.0K0.0%GARPLowLos Angeles, CA2026-10-19
David J Yvars Group
11,000$184.1K0.1%GrowthLowUniversity Park, FL2026-10-09
Daymark Wealth Partners, LLC
10,790$182.8K0.0%CoreLowCincinnati, OH2026-11-04
Eastern Bank
4,537$76.9K0.0%GrowthMediumBoston, MA2026-10-05
FNY Investment Advisers, LLC
3,500$590.0%GrowthVery HighNew York, NY2026-10-16
Highline Wealth Partners LLC
127$2.2K0.0%ETFMediumSherman Oaks, CA2026-10-19