Guggenheim Strategic Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 7.02 M | $90.42 M | -13.93% | 3.48% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.55 M | $32.87 M | 6.32% | 1.26% |
| VERUS CAPITAL PARTNERS, LLC | 02/11/2026 | 2.33 M | $29.97 M | 2.43% | 1.15% |
| UBS GROUP AG | 01/29/2026 | 1.69 M | $21.80 M | 7.02% | 1.08% |
| BLACKROCK, INC. | 02/12/2026 | 1.62 M | $20.88 M | 10,425.43% | 0.80% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.50 M | $19.27 M | 87.81% | 0.74% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 766.94 K | $9.88 M | 80.68% | 0.49% |
| ROYAL BANK OF CANADA | 02/17/2026 | 982.21 K | $12.65 M | 29.03% | 0.49% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 927.25 K | $11.94 M | 100.00% | 0.46% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 899.17 K | $11.58 M | 9.65% | 0.45% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 795.22 K | $10.24 M | -4.35% | 0.39% |
| COHEN & STEERS, INC. | 02/13/2026 | 771.79 K | $9.94 M | 129.16% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 731.07 K | $9.42 M | 3.41% | 0.36% |
| SECURE ASSET MANAGEMENT, LLC | 01/20/2026 | 545.54 K | $7.03 M | 15.46% | 0.35% |
| PETRA FINANCIAL ADVISORS INC | 01/21/2026 | 458.32 K | $5.90 M | 0.55% | 0.29% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 01/21/2026 | 421.72 K | $5.43 M | -4.48% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 406.31 K | $5.23 M | 9.97% | 0.20% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 306.74 K | $3.95 M | 1,047.86% | 0.20% |
| RETIREMENT PLANNING GROUP | 02/03/2026 | 287.56 K | $3.70 M | 4.99% | 0.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 368.34 K | $4.74 M | 324.07% | 0.18% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 333.37 K | $4.29 M | 7.69% | 0.17% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 247.48 K | $3.19 M | 7.93% | 0.12% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 247.48 K | $3.19 M | 7.93% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 244.70 K | $3.15 M | 29.40% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 241.28 K | $3.11 M | 82.54% | 0.12% |
| RICHMOND BROTHERS, INC. | 02/12/2026 | 240.55 K | $3.10 M | 4.89% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 240.52 K | $3.10 M | 1.82% | 0.12% |
| ILLUMINE INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 227.22 K | $2.93 M | 0.60% | 0.11% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 02/13/2026 | 222.62 K | $2.87 M | 3.11% | 0.11% |
| 02/11/2026 | 198.92 K | $2.56 M | 100.00% | 0.10% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 198.02 K | $2.55 M | 6.24% | 0.10% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 02/11/2026 | 196.26 K | $2.53 M | 0.00% | 0.10% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 191.61 K | $2.47 M | 7.07% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 137.25 K | $1.77 M | 341.12% | 0.09% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 132.57 K | $1.71 M | 100.00% | 0.08% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 169.60 K | $2.18 M | 10.45% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 169.48 K | $2.18 B | -26.78% | 0.08% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 161.63 K | $2.08 M | 59.40% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 154.28 K | $1.99 M | -47.10% | 0.08% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 02/05/2026 | 151.39 K | $1.95 M | 6.72% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 150.96 K | $1.94 B | 17.41% | 0.07% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 02/06/2026 | 142.09 K | $1.83 M | -12.44% | 0.07% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 109.84 K | $1.41 M | 100.00% | 0.07% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 01/29/2026 | 107.60 K | $1.39 M | -8.86% | 0.07% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 95.12 K | $1.23 M | 1.12% | 0.06% |
| 02/09/2026 | 118.13 K | $1.52 M | 100.00% | 0.06% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 117.74 K | $1.52 M | -11.87% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 116.62 K | $1.50 M | 0.10% | 0.06% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 84.58 K | $1.09 M | 4.55% | 0.05% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 79.66 K | $1.03 M | -2.91% | 0.05% |
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Guggenheim Strategic Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 237 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 7.02 M
LPL Financial LLC: 2.55 M
VERUS CAPITAL PARTNERS, LLC: 2.33 M
UBS Group AG: 1.69 M
BlackRock, Inc.: 1.62 M
ENVESTNET ASSET MANAGEMENT INC: 1.5 M
20.01% of Guggenheim Strategic Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 35.47 M shares in the last 24 months. This purchase volume represents approximately $433.13 M in transactions.