Guggenheim Strategic Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 6.85 M | $74.76 M | -15.87% | 3.06% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 2.67 M | $29.12 M | 41.21% | 1.19% |
| ESTATE PLANNERS GROUP, LLC | 08/13/2026 | 2.46 M | $26.92 M | 3.97% | 1.10% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.45 M | $26.74 M | -2.75% | 1.10% |
| VERUS CAPITAL PARTNERS, LLC | 08/06/2026 | 2.40 M | $26.23 M | -3.03% | 1.08% |
| UBS GROUP AG | 08/13/2026 | 2.07 M | $22.62 M | 8.02% | 0.93% |
| KERA CAPITAL PARTNERS, INC. | 08/14/2026 | 1.79 M | $19.52 M | 4,579.38% | 0.80% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.73 M | $18.94 M | 18.17% | 0.78% |
| INVESCO LTD. | 08/14/2026 | 1.57 M | $17.13 M | 7.62% | 0.70% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.56 M | $17.07 M | 24.89% | 0.70% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.46 M | $15.89 M | 27.02% | 0.65% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 1.34 M | $14.60 M | 31.64% | 0.60% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.34 M | $14.58 M | 25.13% | 0.60% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.26 M | $13.72 M | 2.86% | 0.56% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 1.20 M | $13.16 M | -7.26% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 955.32 K | $10.43 M | 22.59% | 0.43% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 948.82 K | $10.36 M | 0.21% | 0.42% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 936.55 K | $10.23 M | 11.23% | 0.42% |
| SECURE ASSET MANAGEMENT, LLC | 07/15/2026 | 631.46 K | $6.90 M | 1.29% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 627.83 K | $6.86 M | 4.06% | 0.28% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 476.91 K | $5.21 M | 1.60% | 0.21% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 476.32 K | $5.20 M | -15.62% | 0.21% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 472.13 K | $5.16 M | 100.00% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 423.64 K | $4.63 M | 0.80% | 0.19% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 328.86 K | $3.59 M | 16,367.70% | 0.15% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 328.44 K | $3.59 M | 33.11% | 0.15% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 277.40 K | $3.03 M | 1.31% | 0.14% |
| HARPSWELL CAPITAL ADVISORS, LLC | 08/05/2026 | 304.09 K | $3.32 M | -7.18% | 0.14% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 298.69 K | $3.26 M | 11.08% | 0.13% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 269.99 K | $2.95 M | 6.75% | 0.12% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 260.79 K | $2.85 M | 37.99% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 253.26 K | $2.77 M | 5.66% | 0.11% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 252.89 K | $2.76 M | 0.71% | 0.11% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 252.39 K | $2.76 M | 100.00% | 0.11% |
| RICHMOND BROTHERS, INC. | 08/11/2026 | 247.15 K | $2.70 M | -4.36% | 0.11% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 226.48 K | $2.47 M | 100.00% | 0.10% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 08/05/2026 | 225.08 K | $2.46 M | 11.78% | 0.10% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 224.43 K | $2.45 M | -0.37% | 0.10% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 224.43 K | $2.45 M | 2.23% | 0.10% |
| BLACKROCK, INC. | 08/07/2026 | 221.19 K | $2.42 M | 0.00% | 0.10% |
| IMC-CHICAGO, LLC | 08/06/2026 | 217.87 K | $2.38 M | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 196.50 K | $2.15 M | 4.88% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 192.14 K | $2.10 M | 3.64% | 0.09% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 07/28/2026 | 190.20 K | $2.08 M | 0.00% | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 182.72 K | $2.00 M | 1.86% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 176.41 K | $1.93 M | -36.57% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 166.93 K | $1.82 M | 6.06% | 0.07% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 166.36 K | $1.82 M | 100.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 164.03 K | $1.79 M | -5.50% | 0.07% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 160.92 K | $1.76 M | 1.74% | 0.07% |
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Guggenheim Strategic Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 292 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 6.85 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.67 M
Estate Planners Group, LLC: 2.46 M
LPL Financial LLC: 2.45 M
VERUS CAPITAL PARTNERS, LLC: 2.4 M
UBS Group AG: 2.07 M
22.02% of Guggenheim Strategic Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 51.98 M shares in the last 24 months. This purchase volume represents approximately $587.37 M in transactions.