DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
GOF

GUGGENHEIM STRATEGIC OPPORTU

228 institutions still hold GUGGENHEIM STRATEGIC OPPORTU as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 40167F101·Exchange Traded Fund·228 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$387M
visible holders
Holders
228
filers reporting
Concentration
19.33%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

228 institutions reported GOF in Q2 2026. MORGAN STANLEY leads at 19.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$75M6.8M0.00%Q2 2026
02
Estate Planners Group, LLC
CIK 0002118977
$27M2.5M12.17%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$27M2.4M0.01%Q2 2026
04
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$26M2.4M1.42%Q2 2026
05
UBS Group AG
CIK 0001610520
$23M2.1M0.00%Q2 2026
06
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$21M1.9M1.04%Q1 2026
07
Kera Capital Partners, Inc.
CIK 0002040353
$20M1.8M1.87%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M1.7M0.00%Q2 2026
09
Invesco Ltd.
CIK 0000914208
$17M1.6M0.00%Q2 2026
10
Cetera Investment Advisers
CIK 0001666741
$17M1.6M0.02%Q2 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$16M1.5M0.00%Q2 2026
12
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$15M1.3M4.48%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M1.3M0.02%Q2 2026
14
COHEN & STEERS, INC.
CIK 0001284812
$13M1.2M0.02%Q1 2026
15
Logan Stone Capital, LLC
CIK 0001535521
$13M990K3.15%Q4 2025
16
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M955K0.00%Q2 2026
17
CreativeOne Wealth, LLC
CIK 0001739728
$10M949K0.22%Q2 2026
18
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M937K0.02%Q2 2026
19
Secure Asset Management, LLC
CIK 0001800692
$7M631K0.97%Q2 2026
20
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M628K0.00%Q2 2026
Page 1 of 12
208 more holders available. Log in →
Insiders at GUGGENHEIM STRATEGIC OPPORTU
Binder Brian E.Lydon Thomas F JrBarnes Randall CNyberg RonaldBrock-Kyle AngelaToupin Ronald E JrRehder WilliamMinerd B. Scott