Institutional Ownership
Guggenheim Macro Oppty Inst
CUSIP 40168W582MFGIOIXQ1 2026
Institutional Holders
3
13F filers
Shares Held
28.9K
Aggregate institutional
Institutional Value
$710.4K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased0
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 26.7K | $656.5K | +315 | Added |
| 2 | Financial Gravity Asset Management, Inc. | 1.3K | $31.8K | +1.3K | New |
| 3 | Kelleher Financial Advisors | 899 | $22.1K | +13 | Added |