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Nuveen Core Equity Alpha Fund

Institutional holders · 13F as of Dec 31, 2025

51 holders

HolderValueShares% of shares
Baird Financial Group, Inc.$9.11M571,685—
Shaker Financial Services, LLC$8.94M560,717—
RAYMOND JAMES FINANCIAL INC$8.56M536,748—
Morgan Stanley$6.11M383,571—
GUGGENHEIM CAPITAL LLC$4.69M317,568—
Invesco Ltd.$4.31M270,120—
RETIREMENT PLANNING GROUP, LLC / NY$4.18M250,109—
OSAIC HOLDINGS, INC.$2.90M181,869—
KARPUS MANAGEMENT, INC.$2.72M184,196—
Cornerstone Advisors, LLC$2.26M141,473—
Capital Investment Advisors, LLC$1.86M116,571—
WELLS FARGO & COMPANY/MN$1.63M102,281—
Wolverine Asset Management, LLC$1.52M103,118—
LPL Financial LLC$1.52M92,831—
Steward Partners Investment Advisory, LLC$1.45M90,678—
UBS Group AG$875.4K54,921—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$844.8K53,002—
Spire Wealth Management$822.1K51,574—
AMERIPRISE FINANCIAL INC$768.8K48,231—
COMMONWEALTH EQUITY SERVICES, LLC$561.0K35,193—
BANK OF AMERICA CORP /DE$534.1K33,507—
Cetera Investment Advisers$486.5K30,521—
Royal Bank of Canada$485.0K32,786—
NewEdge Advisors, LLC$472.7K29,653—
Advisors Asset Management, Inc.$450.5K30,483—
PMG Family Office LLC$437.5K27,445—
TWO SIGMA INVESTMENTS, LP$279.7K18,921—
Calamos Advisors LLC$275.0K17,253—
Sowell Financial Services LLC$270.3K16,957—
Centurion Wealth Management LLC$198.9K12,480—
NWF Advisory Services Inc.$192.9K12,100—
J.W. COLE ADVISORS, INC.$180.6K11,330—
Canal Capital Management, LLC$178.7K11,213—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$177.4K11,132—
David J Yvars Group$177.0K11,000—
DAYMARK WEALTH PARTNERS, LLC$172.0K10,790—
Rockefeller Capital Management L.P.$149.2K9,363—
Blue Trust, Inc.$96.3K6,040—
COMERICA BANK$63.3K3,969—
EASTERN BANK$27.6K1,869—
Indiana Trust & Investment Management Co$15.9K995—
The PNC Financial Services Group, Inc.$15.5K948—
Thomas J. Herzfeld Advisors, Inc.$6.3K393—
Colonial Trust Co / SC$6.0K371—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.5K306—
Transamerica Financial Advisors, LLC$2.4K152—
ST GERMAIN D J CO INC$2.0K125—
THRIVENT FINANCIAL FOR LUTHERANS$1.2K73,256—
Cambridge Investment Research Advisors, Inc.$43827,492—
CWM, LLC$935,816—
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