Who Owns NUVEEN (JCE)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $79.4M of NUVEEN (JCE) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($9.5M), Shaker Financial Services, LLC ($8.7M), Baird Financial Group, Inc. ($8.7M), 1607 Capital Partners, LLC ($8.2M), MORGAN STANLEY ($6.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$9.5M577,911Added
2Shaker Financial Services, LLC$8.7M519,128Trimmed
3Baird Financial Group, Inc.$8.7M531,973Added
41607 Capital Partners, LLC$8.2M503,250Added
5MORGAN STANLEY$6.4M389,113Added
6GUGGENHEIM CAPITAL LLC$5.2M318,259Added
7RETIREMENT PLANNING GROUP, LLC / NY$4.2M250,109Trimmed
8Invesco Ltd.$3.9M236,535Trimmed
9Karpus Management, Inc.$3.3M199,137Added
10OSAIC HOLDINGS, INC.$3.0M180,614Added
11Capital Investment Advisors, LLC$1.9M115,451Trimmed
12WELLS FARGO & COMPANY/MN$1.8M107,704Trimmed
13LPL Financial LLC$1.5M92,831Added
14Steward Partners Investment Advisory, LLC$1.5M91,508Added
15Thrivent Financial for Lutherans$1.3M80,761Trimmed
16Advisors Asset Management, Inc.$889,93554,397Added
17INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$854,41352,194Added
18Spire Wealth Management$843,75151,574Hold
19AMERIPRISE FINANCIAL INC$748,37245,744Trimmed
20UBS Group AG$728,57644,534Added
21Z3 Capital Partners, LLC$677,48241,411Added
22Royal Bank of Canada$546,00033,347Added
23BANK OF AMERICA CORP /DE/$545,58133,348Trimmed
24PMG Family Office LLC$512,92730,675Added
25COMMONWEALTH EQUITY SERVICES, LLC$482,31029,481Trimmed

Source: SEC Form 13F filings · as of 2026-06-30