Institutional Ownership
Guggenheim Strategic Opportu
CUSIP 40167F101COM SBIGOFQ1 2026
Institutional Holders
199
13F filers
Shares Held
44.41M
Aggregate institutional
Institutional Value
$465.51M
Q1 2026
Net New Holders
+9
34 new · 25 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions34
Increased84
Decreased51
Sold out25
Institutional Holders
199 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 8.14M | $89.67M | +1.12M | Added |
| 2 | Lpl Financial LLC | 2.52M | $27.74M | −34.6K | Reduced |
| 3 | Verus Capital Partners, LLC | 2.48M | $27.30M | +150.5K | Added |
| 4 | Estate Planners Group, LLC | 2.37M | $26.12M | +77.8K | Added |
| 5 | Ubs Group AG | 1.92M | $21.13M | +225.0K | Added |
| 6 | Rivernorth Capital Management, LLC | 1.89M | $20.81M | +1.08M | Added |
| 7 | Envestnet Asset Management Inc | 1.47M | $16.18M | −28.5K | Reduced |
| 8 | Invesco Ltd. | 1.46M | $16.06M | +134.8K | Added |
| 9 | Logan Stone Capital, LLC | 1.30M | $14.32M | +308.6K | Added |
| 10 | Cetera Investment Advisers | 1.25M | $13.79M | −9.7K | Reduced |
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