GOF Institutional Ownership & Shareholders
GUGGENHEIM STRATEGIC OPPORT (GOF) is currently held by 199 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $518.55M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of GOF tracked by InsiderSet, reporting ownership valued at approximately $74.76M in its June 30, 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 $60.17M, representing an estimated loss of -19.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed GOF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Rivernorth Capital Management, 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
199
Total Reported Value
$518.55M
Largest Holder
Morgan Stanley
Largest Position
$74.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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% | 6,845,822 | $74,756,389 | $60,174,775 | -$14,581,614 | -19.51% | |
| Rivernorth Capital Management, Llc | 1.38% | 2,666,430 | $29,117,417 | $23,437,920 | -$5,679,497 | -19.51% | |
| Estate Planners Group, Llc | 12.17% | 2,464,791 | $26,915,522 | $21,665,513 | -$5,250,009 | -19.51% | |
| Lpl Financial Llc | 0.01% | 2,448,496 | $26,737,576 | $21,522,280 | -$5,215,296 | -19.51% | |
| Verus Capital Partners, Llc | 1.42% | 2,402,001 | $26,229,847 | $21,113,589 | -$5,116,258 | -19.51% | |
| Ubs Group Ag | 0.00% | 2,071,032 | $22,615,670 | $18,204,371 | -$4,411,299 | -19.51% | |
| Kera Capital Partners, Inc. | 1.88% | 1,787,381 | $19,518,196 | $15,711,079 | -$3,807,117 | -19.51% | |
| Envestnet Asset Management Inc | 0.00% | 1,734,753 | $18,943,499 | $15,248,479 | -$3,695,020 | -19.51% | |
| Invesco Ltd. | 0.00% | 1,568,820 | $17,131,514 | $13,789,928 | -$3,341,586 | -19.51% | |
| Cetera Investment Advisers | 0.02% | 1,562,805 | $17,065,824 | $13,737,056 | -$3,328,768 | -19.51% | |
| Royal Bank Of Canada | 0.00% | 1,455,400 | $15,893,000 | $12,792,966 | -$3,100,034 | -19.51% | |
| Thomas J. Herzfeld Advisors, Inc. | 4.48% | 1,336,680 | $14,596,546 | $11,749,417 | -$2,847,129 | -19.51% | |
| Osaic Holdings, Inc. | 0.02% | 1,335,061 | $14,578,680 | $11,735,186 | -$2,843,494 | -19.50% | |
| Cohen & Steers, Inc. | 0.02% | 1,256,789 | $13,724,000 | $11,047,175 | -$2,676,825 | -19.50% | |
| Logan Stone Capital, Llc | 2.78% | 1,204,833 | $13,156,776 | $10,590,482 | -$2,566,294 | -19.51% | |
| Raymond James Financial Inc | 0.00% | 955,315 | $10,432,038 | $8,397,219 | -$2,034,819 | -19.51% | |
| Creativeone Wealth, Llc | 0.22% | 948,818 | $10,361,097 | $8,340,110 | -$2,020,987 | -19.51% | |
| Mml Investors Services, Llc | 0.02% | 936,545 | $10,227,067 | $8,232,231 | -$1,994,836 | -19.51% | |
| Beach Point Capital Management Lp | 3.98% | 1,041,150 | $8,860,187 | $9,151,709 | +$291,522 | +3.29% | |
| Gridiron Partners, Llc | 4.16% | 975,679 | $8,303,028 | $8,576,218 | +$273,190 | +3.29% | |
| Bank Of America Corp | 0.00% | 627,834 | $6,855,951 | $5,518,661 | -$1,337,290 | -19.51% | |
| Advisors Asset Management, Inc. | 0.10% | 366,703 | $6,717,999 | $3,223,319 | -$3,494,680 | -52.02% | |
| Petra Financial Advisors Inc | 2.41% | 476,910 | $5,207,860 | $4,192,039 | -$1,015,821 | -19.51% | |
| Truist Financial Corp | 0.01% | 547,068 | $4,655,551 | $4,808,728 | +$153,177 | +3.29% | |
| Janney Montgomery Scott Llc | 0.01% | 423,639 | $4,626,000 | $3,723,787 | -$902,213 | -19.50% | |
| Integrity Advisory Solutions, Llc | 0.38% | 429,833 | $3,657,886 | $3,778,232 | +$120,346 | +3.29% | |
| Arax Advisory Partners | 0.02% | 328,860 | $3,591,152 | $2,890,679 | -$700,473 | -19.51% | |
| U.S. Capital Wealth Advisors, Llc | 0.09% | 316,813 | $3,491,277 | $2,784,786 | -$706,491 | -20.24% | |
| Integrated Wealth Concepts Llc | 0.02% | 277,401 | $3,029,221 | $2,438,355 | -$590,866 | -19.51% | |
| Baird Financial Group, Inc. | 0.00% | 269,991 | $2,948,302 | $2,373,221 | -$575,081 | -19.51% | |
| Harpswell Capital Advisors, Llc | 1.91% | 342,237 | $2,912,437 | $3,008,263 | +$95,826 | +3.29% | |
| Principal Securities, Inc. | 0.03% | 260,787 | $2,847,793 | $2,292,318 | -$555,475 | -19.51% | |
| Retirement Planning Group, Llc | 0.07% | 332,727 | $2,831,510 | $2,924,670 | +$93,160 | +3.29% | |
| Private Advisor Group, Llc | 0.01% | 253,258 | $2,765,568 | $2,226,138 | -$539,430 | -19.51% | |
| Richmond Brothers, Inc. | 1.40% | 247,151 | $2,698,875 | $2,172,457 | -$526,418 | -19.51% | |
| Mosaic Family Wealth Partners, Llc | 0.17% | 225,080 | $2,457,281 | $1,978,453 | -$478,828 | -19.49% | |
| Elevation Point Wealth Partners, Llc | 0.05% | 224,433 | $2,450,811 | $1,972,766 | -$478,045 | -19.51% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 224,433 | $2,450,811 | $1,972,766 | -$478,045 | -19.51% | |
| Blackrock, Inc. | 0.00% | 221,191 | $2,415,412 | $1,944,269 | -$471,143 | -19.51% | |
| Imc-Chicago, Llc | 0.02% | 217,872 | $2,379,162 | $1,915,095 | -$464,067 | -19.51% | |
| Marks Group Wealth Management, Inc | 0.18% | 190,195 | $2,076,929 | $1,671,814 | -$405,115 | -19.51% | |
| Cary Street Partners Financial Llc | 0.04% | 182,722 | $1,995,322 | $1,606,126 | -$389,196 | -19.51% | |
| Xtx Topco Ltd | 0.02% | 176,409 | $1,926,386 | $1,550,635 | -$375,751 | -19.51% | |
| Matisse Capital | 0.73% | 220,000 | $1,872,200 | $1,933,800 | +$61,600 | +3.29% | |
| Quantinno Capital Management Lp | 0.00% | 166,360 | $1,816,651 | $1,462,304 | -$354,347 | -19.51% | |
| Pnc Financial Services Group, Inc. | 0.00% | 164,030 | $1,791,204 | $1,441,824 | -$349,380 | -19.51% | |
| Significant Wealth Partners Llc | 1.90% | 160,924 | $1,757,290 | $1,414,522 | -$342,768 | -19.51% | |
| Tennessee Valley Asset Management Partners | 0.19% | 158,023 | $1,725,608 | $1,389,022 | -$336,586 | -19.51% | |
| Flynn Zito Capital Management, Llc | 0.43% | 145,296 | $1,586,636 | $1,277,152 | -$309,484 | -19.51% | |
| Keating Financial Advisory Services, Inc. | 0.20% | 140,503 | $1,534,293 | $1,235,021 | -$299,272 | -19.51% |
Frequently asked questions about GOF
Who are the largest institutional holders of GOF?
The largest institutional holders of GOF reported in the latest SEC Form 13F filings include Morgan Stanley, Rivernorth Capital Management, Llc, Estate Planners Group, Llc, Lpl Financial Llc, and Verus Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported GOF position.
What is GOF institutional ownership?
This page tracks GOF positions reported by institutional investment managers through SEC Form 13F. GUGGENHEIM STRATEGIC OPPORT (GOF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GOF?
InsiderSet currently tracks 199 institutional managers reporting GOF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GOF shareholders.
How much GOF stock do institutions own?
Institutional investment managers disclosed approximately $518.55M in GOF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GOF institutional ownership last updated?
The latest GOF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GOF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GOF position after the reporting date.
Are institutions buying or selling GOF?
Institutional buying and selling can be analyzed by comparing GOF positions across consecutive 13F reporting periods. InsiderSet's GOF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GOF ownership changes.
How has GOF institutional ownership changed over time?
InsiderSet tracks GOF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.