GUGGENHEIM TAXABLE MUNICIPAL (GBAB) Institutional Shareholders
GUGGENHEIM TAXABLE MUNICIPAL (GBAB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $97.90M in GBAB holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of GBAB tracked by InsiderSet, reporting ownership valued at approximately $45.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.69M, representing an estimated loss of -4.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed GBAB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in GUGGENHEIM TAXABLE MUNICIPAL (GBAB).
This page ranks the largest institutional GBAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$97.90M
Largest Holder
Morgan Stanley
Largest Position
$45.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,168,126 | $45,937,837 | $43,688,458 | -$2,249,379 | -4.90% | |
| Bank Of America Corp | 0.00% | 589,291 | $8,544,726 | $8,126,323 | -$418,403 | -4.90% | |
| Lpl Financial Llc | 0.00% | 483,111 | $7,005,110 | $6,662,101 | -$343,009 | -4.90% | |
| Ubs Group Ag | 0.00% | 194,726 | $2,823,528 | $2,685,272 | -$138,256 | -4.90% | |
| Invesco Ltd. | 0.00% | 190,971 | $2,769,080 | $2,633,490 | -$135,590 | -4.90% | |
| Raymond James Financial Inc | 0.00% | 169,340 | $2,455,425 | $2,335,199 | -$120,226 | -4.90% | |
| Cooper Financial Group | 0.20% | 164,368 | $2,376,755 | $2,266,635 | -$110,120 | -4.63% | |
| Wells Fargo & Company/Mn | 0.00% | 162,307 | $2,353,448 | $2,238,214 | -$115,234 | -4.90% | |
| Venture Visionary Partners Llc | 0.07% | 141,622 | $2,053,519 | $1,952,967 | -$100,552 | -4.90% | |
| Fiera Capital Corp | 0.01% | 134,396 | $1,948,742 | $1,853,321 | -$95,421 | -4.90% | |
| Osaic Holdings, Inc. | 0.00% | 132,334 | $1,918,969 | $1,824,886 | -$94,083 | -4.90% | |
| Whittier Trust Co | 0.02% | 100,514 | $1,446,396 | $1,386,088 | -$60,308 | -4.17% | |
| Royal Bank Of Canada | 0.00% | 89,385 | $1,296,000 | $1,232,619 | -$63,381 | -4.89% | |
| Savvy Advisors, Inc. | 0.03% | 83,387 | $1,209,109 | $1,149,907 | -$59,202 | -4.90% | |
| Daymark Wealth Partners, Llc | 0.04% | 82,307 | $1,193,452 | $1,135,014 | -$58,438 | -4.90% | |
| Morse Asset Management, Inc | 0.24% | 78,193 | $1,133,796 | $1,078,281 | -$55,515 | -4.90% | |
| Jbr Co Financial Management Inc | 0.37% | 69,865 | $1,010,248 | $963,438 | -$46,810 | -4.63% | |
| Cetera Investment Advisers | 0.00% | 56,395 | $817,728 | $777,687 | -$40,041 | -4.90% | |
| Stifel Financial Corp | 0.00% | 55,694 | $807,572 | $768,020 | -$39,552 | -4.90% | |
| Whipplewood Advisors, Llc | 0.40% | 52,806 | $765,687 | $728,195 | -$37,492 | -4.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,673 | $705,750 | $671,201 | -$34,549 | -4.90% | |
| Oppenheimer & Co Inc | 0.01% | 43,610 | $632,345 | $601,382 | -$30,963 | -4.90% | |
| Xcel Wealth Management, Llc | 0.12% | 34,258 | $495,371 | $472,418 | -$22,953 | -4.63% | |
| David J Yvars Group | 0.23% | 32,315 | $466,266 | $445,624 | -$20,642 | -4.43% | |
| Intellus Advisors Llc | 0.06% | 31,986 | $463,791 | $441,087 | -$22,704 | -4.90% | |
| Envestnet Asset Management Inc | 0.00% | 30,895 | $447,976 | $426,042 | -$21,934 | -4.90% | |
| Wolverine Asset Management Llc | 0.01% | 28,836 | $418,122 | $397,648 | -$20,474 | -4.90% | |
| Walker Asset Management, Llc | 0.20% | 27,348 | $395,459 | $377,129 | -$18,330 | -4.64% | |
| Private Advisor Group, Llc | 0.00% | 23,818 | $345,362 | $328,450 | -$16,912 | -4.90% | |
| Fortitude Advisory Group L.L.C. | 0.13% | 23,585 | $341,039 | $325,237 | -$15,802 | -4.63% | |
| Jane Street Group, Llc | 0.00% | 23,084 | $334,718 | $318,328 | -$16,390 | -4.90% | |
| Mgo One Seven Llc | 0.01% | 20,563 | $298,168 | $283,564 | -$14,604 | -4.90% | |
| Noble Wealth Management Pbc | 0.12% | 18,525 | $267,872 | $255,460 | -$12,412 | -4.63% | |
| Invictus Private Wealth, Llc | 0.02% | 18,456 | $267,612 | $254,508 | -$13,104 | -4.90% | |
| Nbc Securities, Inc. | 0.02% | 17,773 | $257,009 | $245,090 | -$11,919 | -4.64% | |
| Integrity Wealth Partners, Llc | 0.23% | 17,543 | $254,374 | $241,918 | -$12,456 | -4.90% | |
| Estate Planners Group, Llc | 0.12% | 16,696 | $242,085 | $230,238 | -$11,847 | -4.89% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 16,159 | $234,305 | $222,833 | -$11,472 | -4.90% | |
| Susquehanna International Group, Llp | 0.00% | 13,298 | $192,821 | $183,379 | -$9,442 | -4.90% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 12,737 | $184,687 | $175,643 | -$9,044 | -4.90% | |
| Mosaic Family Wealth Partners, Llc | 0.02% | 11,634 | $168,693 | $160,433 | -$8,260 | -4.90% | |
| Belpointe Asset Management Llc | 0.01% | 10,411 | $150,967 | $143,568 | -$7,399 | -4.90% | |
| Maimon Wealth Management Ltd. | 0.11% | 10,000 | $144,600 | $137,900 | -$6,700 | -4.63% | |
| Corecap Advisors, Llc | 0.00% | 6,775 | $97,967 | $93,427 | -$4,540 | -4.63% | |
| Eastern Bank | 0.00% | 4,238 | $61,281 | $58,442 | -$2,839 | -4.63% | |
| Advisory Services Network, Llc | 0.00% | 2,271 | $32,930 | $31,317 | -$1,613 | -4.90% | |
| Newedge Advisors, Llc | 0.00% | 28,734 | $28,734 | $396,242 | +$367,508 | +1279.00% | |
| Fairscale Capital, Llc | 0.02% | 1,587 | $23,012 | $21,885 | -$1,127 | -4.90% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,200 | $17,400 | $16,548 | -$852 | -4.90% | |
| Farther Finance Advisors, Llc | 0.00% | 820 | $11,857 | $11,308 | -$549 | -4.63% |
Frequently asked questions about GBAB
Who owns the most GBAB stock?
The largest holders of GBAB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GUGGENHEIM TAXABLE MUNICIPAL (GBAB).
Is GBAB widely held by superinvestors?
Many widely followed stocks like GBAB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GBAB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.