Institutional Ownership Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
98,047
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,114
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
94,765
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Added 847.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
94,063
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
86,859
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
82,050
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
80,895
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
80,491
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
78,858
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
78,710
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
75,941
shares
|
$980,398
0.0% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
73,642
shares
|
$950,718
0.09% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
71,433
shares
|
$922,200
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
70,038
shares
|
$904,190
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
69,301
shares
|
$894,675
0.01% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$861,574
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,791
shares
|
$849,361
0.02% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
64,252
shares
|
$829,493
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
61,220
shares
|
$790,350
0.03% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
60,747
shares
|
$784,243
0.02% of portfolio
|
Q2 2025
Reduced 76.42%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
59,241
shares
|
$764,801
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
56,296
shares
|
$726,781
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
55,676
shares
|
$718,777
0.12% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
54,880
shares
|
$708,500
0.06% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
54,322
shares
|
$701,297
0.01% of portfolio
|
Q3 2025
Added 7.12%
|
|