Nuveen Core Equity Alpha Fund
Nuveen Core Equity Alpha Fund (JCE) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · JCE · as of Sep 30, 2025
Ownership Breakdown
49
Institutional Holders
▲ 4 vs Q2
$66.94M
Total Inst. Value
▲ $4.90M vs Q2
17.00M
Shares Outstanding
freeFloat 92.88%
4.24M
13F Shares Held
▲ 253,399 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
JCE largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BAIRD FINANCIAL GROUP, INC. | 541.9K | 3.19% | 3.19% | $8.52B | Nov 13, 2025 | ▲ 25.2K |
SHAKER FINANCIAL SERVICES, LLC | 540.2K | 3.18% | 3.18% | $8.67B | Oct 22, 2025 | ▲ 12.2K |
RAYMOND JAMES FINANCIAL INC | 494.2K | 2.91% | 2.91% | $7.77B | Nov 14, 2025 | ▼ 28.1K |
MORGAN STANLEY | 394.1K | 2.32% | 2.32% | $6.20B | May 27, 2026 | ▼ 953 |
RETIREMENT PLANNING GROUP, LLC / NY | 270.7K | 1.59% | 1.59% | $4.35B | Oct 28, 2025 | ▼ 9.1K |
GUGGENHEIM CAPITAL LLC | 254.6K | 1.50% | 1.50% | $4.01B | Nov 13, 2025 | ▲ 22.1K |
INVESCO LTD. | 242.8K | 1.43% | 1.43% | $3.82B | Nov 13, 2025 | ▼ 20.9K |
CORNERSTONE ADVISORS, LLC | 181.5K | 1.07% | 1.07% | $2.86B | Nov 7, 2025 | ▲ 124.4K |
ADVISOR GROUP HOLDINGS, INC. | 174.5K | 1.03% | 1.03% | $2.74B | Nov 14, 2025 | ▲ 3.2K |
CAPITAL INVESTMENT ADVISORS, LLC | 125.1K | 73.56% | 73.56% | $1.97B | Oct 23, 2025 | ▼ 2.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+349.9K shares7
New Positions
first time holders10
Decreased
−71.8K shares1
Sold Out
fully exitedNet shares change (top 50)
+278.1K
+349.9K / −71.8K
Net new holders
+16
7 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
JCE insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
No recent insider transactions reported.
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Nuveen Core Equity Alpha Fund (JCE) is primarily owned by institutional investors, who hold approximately 24.9% of total shares outstanding. Company insiders own approximately 7.12%, while retail and public investors account for the remaining 67.94%.
The largest institutional shareholder of Nuveen Core Equity Alpha Fund is BAIRD FINANCIAL GROUP, INC., holding approximately 541,865 shares — equal to 3.19% of outstanding shares — as of September 30, 2025.
A total of 49 institutional investors currently hold JCE stock, with a combined institutional value of approximately $66,938,185 as of the most recent 13F filing period.
Frequently asked questions
JCE ownershipNuveen Core Equity Alpha Fund (JCE) is primarily owned by institutional investors, who hold approximately 24.9% of shares. The largest shareholder is BAIRD FINANCIAL GROUP, INC. with a 3.19% stake. Company insiders hold 7.12%. Data sourced from SEC Form 13F as of September 30, 2025.