GUGGENHEIM ACTIVE ALLOCATION (GUG) Institutional Ownership and Insiders Activity
GUGGENHEIM ACTIVE ALLOCATION (GUG) is widely held by institutional investors, with 45 firms reporting positions valued at approximately $176.48M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $45.80M in GUG holdings in its latest filing.
Institutional Holders
45
Total Reported Value
$176.48M
Largest Holder
Morgan Stanley
Largest Position
$45.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$45.80M
- Bank Of America Corp$15.34M
- Guggenheim Capital Llc$15.18M
- Cohen & Steers, Inc.$13.79M
- Atlas Wealth Llc$13.56M