DOSSIER · 13F Holders · Q2 2026

Guggenheim S&P 500 Equal Weigh

4 institutions still hold Guggenheim S&P 500 Equal Weigh as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78355W106·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
4
filers reporting
Concentration
78.08%
Sterling Investment Advisors, Ltd. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported Guggenheim S&P 500 Equal Weigh in Q2 2026. Sterling Investment Advisors, Ltd. leads at 78.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sterling Investment Advisors, Ltd.
CIK 0001701132
$4M20K0.71%Q2 2026
02
Cascades Capital Asset Management, LLC
CIK 0002035512
$925K4K0.34%Q2 2026
03
C M BIDWELL & ASSOCIATES LTD
CIK 0001091860
$245K1K0.10%Q2 2026
04
Byrne Asset Management LLC
CIK 0001911322
$22K1020.01%Q2 2026