Institutional Ownership
Guggenheim Active Alloc Fd
CUSIP 40170T106COMMON STOCKGUGQ1 2026
Institutional Holders
44
13F filers
Shares Held
10.57M
Aggregate institutional
Institutional Value
$147.50M
Q1 2026
Net New Holders
-8
4 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased20
Decreased12
Sold out12
Institutional Holders
44 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.84M | $43.21M | +56.5K | Added |
| 2 | Guggenheim Capital LLC | 950.0K | $14.46M | 0 | Held |
| 3 | Bank Of America Corp /De/ | 915.0K | $13.93M | +29.9K | Added |
| 4 | Pathstone Holdings, LLC | 888.9K | $13.53M | −87.1K | Reduced |
| 5 | Advisors Asset Management, Inc. | 804.3K | $12.24M | −31.6K | Reduced |
| 6 | Baird Financial Group, Inc. | 730.3K | $11.12M | +22.3K | Added |
| 7 | Raymond James Financial Inc | 709.0K | $10.79M | +60.8K | Added |
| 8 | Royal Bank Of Canada | 500.0K | $7.61M | +15.3K | Added |
| 9 | Wells Fargo & Company/Mn | 296.6K | $4.51M | +20.1K | Added |
| 10 | Steward Partners Investment Advisory, LLC | 150.1K | $2.28M | +12.7K | Added |
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