Institutional Ownership
Guggenheim Taxable Municp Bo
CUSIP 401664107COMGBABQ1 2026
Institutional Holders
62
13F filers
Shares Held
7.76M
Aggregate institutional
Institutional Value
$97.68M
Q1 2026
Net New Holders
-1
7 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased21
Decreased19
Sold out8
Institutional Holders
62 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.17M | $45.94M | +321.9K | Added |
| 2 | Bank Of America Corp /De/ | 589.3K | $8.54M | +53.5K | Added |
| 3 | Lpl Financial LLC | 483.1K | $7.01M | +34.7K | Added |
| 4 | Ubs Group AG | 194.7K | $2.82M | +10.5K | Added |
| 5 | Invesco Ltd. | 191.0K | $2.77M | −3.4K | Reduced |
| 6 | Raymond James Financial Inc | 169.3K | $2.46M | −16.5K | Reduced |
| 7 | Wells Fargo & Company/Mn | 162.3K | $2.35M | −171.7K | Reduced |
| 8 | Cooper Financial Group | 157.5K | $2.28M | +2.7K | Added |
| 9 | Venture Visionary Partners LLC | 141.6K | $2.05M | +20.0K | Added |
| 10 | Fiera Capital Corp | 134.4K | $1.95M | −6.3K | Reduced |
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