13F Insight
DOSSIER · 13F Holders · Q1 2026
GBAB

GUGGENHEIM TAXABLE MUNICP BO

65 institutions still hold GUGGENHEIM TAXABLE MUNICP BO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 401664107·65 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$101M
visible holders
Holders
65
filers reporting
Concentration
45.37%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

65 institutions reported GBAB in Q1 2026. MORGAN STANLEY leads at 45.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$46M3.2M0.00%Q1 202602
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$10M674K0.20%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M589K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$7M483K0.00%Q1 202605
UBS Group AG
CIK 0001610520
$3M195K0.00%Q1 202606
Invesco Ltd.
CIK 0000914208
$3M191K0.00%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M169K0.00%Q1 202608
Cooper Financial Group
CIK 0001751581
$2M164K0.20%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M162K0.00%Q1 202610
Venture Visionary Partners LLC
CIK 0001792283
$2M142K0.07%Q1 202611
COHEN & STEERS, INC.
CIK 0001284812
$2M141K0.00%Q1 202612
Fiera Capital Corp
CIK 0001505817
$2M134K0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M132K0.00%Q1 202614
Janney Montgomery Scott LLC
CIK 0001329948
$2M109K0.00%Q1 202615
WHITTIER TRUST CO
CIK 0001137881
$1M101K0.02%Q1 202616
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$1M94K0.06%Q4 202517
ROYAL BANK OF CANADA
CIK 0001000275
$1M89K0.00%Q1 202618
Savvy Advisors, Inc.
CIK 0002003633
$1M83K0.03%Q1 202619
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$1M82K0.04%Q1 202620
Morse Asset Management, Inc
CIK 0001705711
$1M78K0.24%Q1 2026
Page 1 of 4
45 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. →