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Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

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COM (fund), issuer CIK 1385763

50 managers (50 13F filers) reported a position in JCE shares at 2025-12-31, 4,414,194 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
50
New
6
Added
22
Reduced
14
Sold out
6
Shares held by filers
4,414,194

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Baird Financial Group, Inc.in group Baird Financial Group, Inc.571,685$9.11M0.01%+29,82013F-HRTimelineGroup
Shaker Financial Services, LLC560,717$8.94M2.83%+20,47913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC536,748$8.56M<0.01%+42,55613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY383,571$6.11M<0.01%-10,53413F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.270,120$4.31M<0.01%+27,28913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC268,892$4.29M0.03%+14,28013F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY268,115$4.27M2.92%-2,58413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,869$2.9M<0.01%+7,32213F-HRTimelineGroup
Cornerstone Advisors, LLC141,473$2.26M0.08%-40,04413F-HRTimeline
Capital Investment Advisors, LLC116,571$1.86M0.03%-8,50013F-HRTimeline
LPL Financial LLC103,452$1.65M<0.01%+5,24913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102,281$1.63M<0.01%-1,44513F-HRTimelineGroup
Steward Partners Investment Advisory, L…90,678$1.45M0.01%-4913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC90,018$1.43M0.02%-7,09713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…73,256$1.18M<0.01%-2,17813F-HRTimelineGroup
UBS Group AGin group UBS Group AG54,921$875K<0.01%-4713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,002$845K0.06%+1,01113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,574$822K0.03%+75413F-HRTimelineGroup
Karpus Management, Inc.49,077$782K0.02%new13F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,231$769K<0.01%+3,42413F-HRTimelineGroup
Z3 Capital Partners, LLC36,293$579K0.14%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,193$561K<0.01%+8,58113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,507$534K<0.01%-29113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,396$516K<0.01%+1,76213F-HRTimelineGroup
Cetera Investment Advisers30,521$486K<0.01%+2,12613F-HRTimeline
NewEdge Advisors, LLC29,653$473K<0.01%-1,31913F-HRTimeline
Cambridge Investment Research Advisors,…27,492$438K<0.01%-7,33813F-HRTimeline
PMG Family Office LLC27,445$437K0.51%+2513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC17,253$275K<0.01%+4,19413F-HRTimelineGroup
Sowell Financial Services LLC16,957$270K0.01%+2,29913F-HRTimeline
Centurion Wealth Management LLC12,480$199K0.04%+49013F-HRTimeline
NWF Advisory Services Inc.12,100$193K0.02%-1,50013F-HRTimeline
J.W. COLE ADVISORS, INC.11,330$181K<0.01%+9713F-HRTimeline
Canal Capital Management, LLC11,213$179K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,132$177K<0.01%new13F-HRTimelineGroup
David J Yvars Group11,000$177K0.09%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$172K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,363$149K<0.01%+75913F-HR/ATimelineGroup
Blue Trust, Inc.6,040$96.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,816$93K<0.01%+4,50013F-HRTimelineGroup
COMERICA BANK3,969$63.3K<0.01%-2,84413F-HRTimeline
EASTERN BANK1,869$29.8K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC1,000$16K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co995$15.9K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$15.1K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.393$6.27K<0.01%+1513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.97K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…152$2.42K<0.01%+613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…147$2.34K<0.01%new13F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$1.99K<0.01%013F-HRTimelineGroup