CHICAGO, IL
GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOF— Latest position per institution from SEC 13F filings
15
Institutional holders
53.57M
Total shares held
375.47M
Estimated value
2.68M
Avg. position size
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CIK 2057208
Shares
17.95M
Value
288.11K
Filed
Jun 30, 2025
MORGAN STANLEY
CIK 895421
Shares
6.85M
Value
74.76M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
2.67M
Value
29.12M
Filed
Jun 30, 2026
ESTATE PLANNERS GROUP, LLC
CIK 2118977
Shares
2.46M
Value
26.92M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
2.45M
Value
26.74M
Filed
Jun 30, 2026
VERUS CAPITAL PARTNERS, LLC
CIK 1796874
Shares
2.40M
Value
26.23M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
2.07M
Value
22.62M
Filed
Jun 30, 2026
KERA CAPITAL PARTNERS, INC.
CIK 2040353
Shares
1.79M
Value
19.52M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
1.73M
Value
18.94M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.57M
Value
17.13M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
1.56M
Value
17.07M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.46M
Value
15.89M
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
1.34M
Value
14.60M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.34M
Value
14.58M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.26M
Value
13.72K
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
1.20M
Value
13.16M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
955.32K
Value
10.43M
Filed
Jun 30, 2026
CREATIVEONE WEALTH, LLC
CIK 1739728
Shares
948.82K
Value
10.36M
Filed
Jun 30, 2026
MML INVESTORS SERVICES, LLC
CIK 701059
Shares
936.54K
Value
10.23M
Filed
Jun 30, 2026
SECURE ASSET MANAGEMENT, LLC
CIK 1800692
Shares
631.46K
Value
6.90M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 2057208 | 17.95M | 288.11K | Jun 30, 2025 |
| 2 | MORGAN STANLEY | 895421 | 6.85M | 74.76M | Jun 30, 2026 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 2.67M | 29.12M | Jun 30, 2026 |
| 4 | ESTATE PLANNERS GROUP, LLC | 2118977 | 2.46M | 26.92M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 2.45M | 26.74M | Jun 30, 2026 |
| 6 | VERUS CAPITAL PARTNERS, LLC | 1796874 | 2.40M | 26.23M | Jun 30, 2026 |
| 7 | UBS GROUP AG | 1610520 | 2.07M | 22.62M | Jun 30, 2026 |
| 8 | KERA CAPITAL PARTNERS, INC. | 2040353 | 1.79M | 19.52M | Jun 30, 2026 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 1.73M | 18.94M | Jun 30, 2026 |
| 10 | INVESCO LTD. | 914208 | 1.57M | 17.13M | Jun 30, 2026 |
| 11 | CETERA INVESTMENT ADVISERS | 1666741 | 1.56M | 17.07M | Jun 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 1.46M | 15.89M | Jun 30, 2026 |
| 13 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 1.34M | 14.60M | Jun 30, 2026 |
| 14 | OSAIC HOLDINGS, INC. | 1677044 | 1.34M | 14.58M | Jun 30, 2026 |
| 15 | COHEN & STEERS, INC. | 1284812 | 1.26M | 13.72K | Jun 30, 2026 |
| 16 | LOGAN STONE CAPITAL, LLC | 1535521 | 1.20M | 13.16M | Jun 30, 2026 |
| 17 | RAYMOND JAMES FINANCIAL INC | 720005 | 955.32K | 10.43M | Jun 30, 2026 |
| 18 | CREATIVEONE WEALTH, LLC | 1739728 | 948.82K | 10.36M | Jun 30, 2026 |
| 19 | MML INVESTORS SERVICES, LLC | 701059 | 936.54K | 10.23M | Jun 30, 2026 |
| 20 | SECURE ASSET MANAGEMENT, LLC | 1800692 | 631.46K | 6.90M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.