Institutional Ownership Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
229,296
shares
|
$2.96 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
229,296
shares
|
$2.96 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
225,876
shares
|
$2.92 Million
2.41% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
215,896
shares
|
$2.79 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
202,327
shares
|
$2.61 Million
0.39% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
201,926
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
196,262
shares
|
$2.53 Million
0.29% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
189,100
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
186,388
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
Added 31.77%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
178,961
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
162,270
shares
|
$2.09 Million
1.0% of portfolio
|
Q3 2025
Added 75.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
153,560
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
142,036
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
141,856
shares
|
$1.83 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
133,596
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
132,178
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 28.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
128,576
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
118,171
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
118,059
shares
|
$1.52 Million
0.31% of portfolio
|
Q3 2025
Reduced 48.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
116,503
shares
|
$1.5 Million
0.36% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
106,612
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
101,871
shares
|
$1.32 Million
1.3% of portfolio
|
Q3 2025
Added 44.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
101,400
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
100,587
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
98,047
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 9.31%
|
|