GUGGENHEIM STRATEGIC OPPORT (GOF) Top Institutional Shareholders
GUGGENHEIM STRATEGIC OPPORT (GOF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $440.45M in GOF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of GOF tracked by InsiderSet, reporting ownership valued at approximately $89.67M 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 $87.96M, representing an estimated loss of -1.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed GOF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Estate Planners Group, Llc, and several other long-term asset managers with concentrated positions in GUGGENHEIM STRATEGIC OPPORT (GOF).
This page ranks the largest institutional GOF 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
201
Total Reported Value
$440.45M
Largest Holder
Morgan Stanley
Largest Position
$89.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
158
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 8,137,202 | $89,671,966 | $87,963,154 | -$1,708,812 | -1.91% | |
| Lpl Financial Llc | 0.01% | 2,517,603 | $27,743,985 | $27,215,288 | -$528,697 | -1.91% | |
| Estate Planners Group, Llc | 12.55% | 2,370,615 | $26,124,178 | $25,626,348 | -$497,830 | -1.91% | |
| Ubs Group Ag | 0.00% | 1,917,212 | $21,127,677 | $20,725,062 | -$402,615 | -1.91% | |
| Rivernorth Capital Management, Llc | 1.04% | 1,888,335 | $20,809,449 | $20,412,901 | -$396,548 | -1.91% | |
| Envestnet Asset Management Inc | 0.00% | 1,467,979 | $16,177,126 | $15,868,853 | -$308,273 | -1.91% | |
| Invesco Ltd. | 0.00% | 1,457,791 | $16,064,857 | $15,758,721 | -$306,136 | -1.91% | |
| Logan Stone Capital, Llc | 3.98% | 1,299,103 | $14,316,115 | $14,043,303 | -$272,812 | -1.91% | |
| Cetera Investment Advisers | 0.01% | 1,251,299 | $13,789,317 | $13,526,542 | -$262,775 | -1.91% | |
| Royal Bank Of Canada | 0.00% | 1,145,825 | $12,628,000 | $12,386,368 | -$241,632 | -1.91% | |
| Osaic Holdings, Inc. | 0.02% | 1,066,935 | $11,757,450 | $11,533,567 | -$223,883 | -1.90% | |
| Thomas J. Herzfeld Advisors, Inc. | 3.81% | 1,015,400 | $11,189,708 | $10,976,474 | -$213,234 | -1.91% | |
| Creativeone Wealth, Llc | 0.24% | 946,815 | $10,433,897 | $10,235,070 | -$198,827 | -1.91% | |
| Mml Investors Services, Llc | 0.03% | 842,008 | $9,278,929 | $9,102,106 | -$176,823 | -1.91% | |
| Raymond James Financial Inc | 0.00% | 779,292 | $8,587,792 | $8,424,147 | -$163,645 | -1.91% | |
| Secure Asset Management, Llc | 1.09% | 623,443 | $6,870,343 | $6,739,419 | -$130,924 | -1.91% | |
| Bank Of America Corp | 0.00% | 603,335 | $6,648,752 | $6,522,051 | -$126,701 | -1.91% | |
| Truist Financial Corp | 0.01% | 564,460 | $6,220,352 | $6,101,813 | -$118,539 | -1.91% | |
| Petra Financial Advisors Inc | 3.20% | 469,379 | $5,172,554 | $5,073,987 | -$98,567 | -1.91% | |
| Harpswell Capital Advisors, Llc | 2.69% | 327,617 | $3,610,339 | $3,541,540 | -$68,799 | -1.91% | |
| U.S. Capital Wealth Advisors, Llc | 0.09% | 316,813 | $3,491,277 | $3,424,749 | -$66,528 | -1.91% | |
| Xtx Topco Ltd | 0.05% | 278,101 | $3,064,673 | $3,006,272 | -$58,401 | -1.91% | |
| Integrated Wealth Concepts Llc | 0.02% | 273,821 | $3,017,504 | $2,960,005 | -$57,499 | -1.91% | |
| Integrity Alliance, Llc. | 0.11% | 268,902 | $2,963,306 | $2,906,831 | -$56,475 | -1.91% | |
| Richmond Brothers, Inc. | 1.90% | 258,405 | $2,847,608 | $2,793,358 | -$54,250 | -1.91% | |
| Baird Financial Group, Inc. | 0.00% | 252,913 | $2,787,101 | $2,733,990 | -$53,111 | -1.91% | |
| Ae Wealth Management Llc | 0.01% | 251,106 | $2,767,189 | $2,714,456 | -$52,733 | -1.91% | |
| Retirement Planning Group, Llc | 0.08% | 246,738 | $2,719,053 | $2,667,238 | -$51,815 | -1.91% | |
| Z3 Capital Partners, Llc | 0.33% | 222,976 | $2,669,834 | $2,410,371 | -$259,463 | -9.72% | |
| Private Advisor Group, Llc | 0.01% | 239,681 | $2,641,283 | $2,590,952 | -$50,331 | -1.91% | |
| Illumine Investment Management, Llc | 1.93% | 227,556 | $2,507,664 | $2,459,880 | -$47,784 | -1.91% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 225,267 | $2,482,452 | $2,435,136 | -$47,316 | -1.91% | |
| Blackrock, Inc. | 0.00% | 221,191 | $2,437,531 | $2,391,075 | -$46,456 | -1.91% | |
| Elevation Point Wealth Partners, Llc | 0.06% | 219,535 | $2,419,274 | $2,373,173 | -$46,101 | -1.91% | |
| Ameriprise Financial Inc | 0.00% | 205,507 | $2,264,688 | $2,221,531 | -$43,157 | -1.91% | |
| Mosaic Family Wealth Partners, Llc | 0.23% | 201,355 | $2,218,927 | $2,176,648 | -$42,279 | -1.91% | |
| Marks Group Wealth Management, Inc | 0.20% | 190,195 | $2,095,949 | $2,056,008 | -$39,941 | -1.91% | |
| Principal Securities, Inc. | 0.03% | 188,994 | $2,082,713 | $2,043,025 | -$39,688 | -1.91% | |
| Cary Street Partners Financial Llc | 0.05% | 179,382 | $1,976,790 | $1,939,119 | -$37,671 | -1.91% | |
| Pnc Financial Services Group, Inc. | 0.00% | 173,578 | $1,912,825 | $1,876,378 | -$36,447 | -1.91% | |
| Tennessee Valley Asset Management Partners | 0.25% | 171,680 | $1,891,908 | $1,855,861 | -$36,047 | -1.91% | |
| Significant Wealth Partners Llc | 2.15% | 158,176 | $1,743,100 | $1,709,883 | -$33,217 | -1.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 157,393 | $1,734,466 | $1,701,418 | -$33,048 | -1.91% | |
| Smith Asset Management Co., Llc | 1.31% | 138,980 | $1,531,560 | $1,502,374 | -$29,186 | -1.91% | |
| Flynn Zito Capital Management, Llc | 0.49% | 137,946 | $1,520,164 | $1,491,196 | -$28,968 | -1.91% | |
| Kestra Advisory Services, Llc | 0.01% | 134,337 | $1,480,389 | $1,452,183 | -$28,206 | -1.91% | |
| Keating Financial Advisory Services, Inc. | 0.22% | 121,132 | $1,334,878 | $1,309,437 | -$25,441 | -1.91% | |
| Founders Financial Alliance, Llc | 0.24% | 119,934 | $1,321,676 | $1,296,487 | -$25,189 | -1.91% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 110,841 | $1,221,466 | $1,198,191 | -$23,275 | -1.91% | |
| Mutual Advisors, Llc | 0.03% | 107,787 | $1,187,807 | $1,165,177 | -$22,630 | -1.91% |
Frequently asked questions about GOF
Who owns the most GOF stock?
The largest holders of GOF 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 STRATEGIC OPPORT (GOF).
Is GOF widely held by superinvestors?
Many widely followed stocks like GOF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GOF 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.