DOSSIER · 13F Holders · Q2 2026
GIOIX

GUGGENHEIM MACRO OPPORTUNITIES INSTL

4 institutions still hold GUGGENHEIM MACRO OPPORTUNITIES INSTL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 40168W582·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$771K
visible holders
Holders
4
filers reporting
Concentration
85.89%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported GIOIX in Q2 2026. Ethos Financial Group, LLC leads at 85.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$662K27K0.04%Q2 2026
02
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$45K2K0.01%Q2 2026
03
Financial Gravity Companies, Inc.
CIK 0001377167
$32K1K0.01%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$32K1K0.01%Q1 2026