13F Insight
DOSSIER · 13F Holders · Q2 2026
GBAB

GUGGENHEIM TAXABLE MUNICP BO

63 institutions still hold GUGGENHEIM TAXABLE MUNICP BO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 401664107·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$102M
visible holders
Holders
63
filers reporting
Concentration
50.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported GBAB in Q2 2026. MORGAN STANLEY leads at 50.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$51M3.5M0.00%Q2 202602
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$10M674K0.20%Q1 202603
LPL Financial LLC
CIK 0001403438
$6M418K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M273K0.00%Q2 202605
Invesco Ltd.
CIK 0000914208
$3M231K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$3M193K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M182K0.00%Q2 202608
Cooper Financial Group
CIK 0001751581
$2M164K0.20%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M159K0.00%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M151K0.00%Q2 202611
Venture Visionary Partners LLC
CIK 0001792283
$2M142K0.06%Q2 202612
COHEN & STEERS, INC.
CIK 0001284812
$2M141K0.00%Q1 202613
Fiera Capital Corp
CIK 0001505817
$2M139K0.01%Q2 202614
Janney Montgomery Scott LLC
CIK 0001329948
$2M109K0.00%Q1 202615
WHITTIER TRUST CO
CIK 0001137881
$1M101K0.01%Q2 202616
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$1M94K0.06%Q4 202517
Savvy Advisors, Inc.
CIK 0002003633
$1M84K0.03%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$1M83K0.00%Q2 202619
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$1M82K0.03%Q2 202620
Morse Asset Management, Inc
CIK 0001705711
$1M79K0.19%Q2 2026
Page 1 of 4
43 more holders available. Log in →
Insiders at GUGGENHEIM TAXABLE MUNICP BO
Toupin Ronald E Jr →Brock-Kyle Angela →Chubb Donald A. Jr. →Walsh Anne Bookwalter →Li Allen →Friedrich Roman Iii →Nyberg Ronald →Pass James E. →