Home › GOF

Who holds GOF

GUGGENHEIM STRATEGIC OPPORTU · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY6.8M$74.8M0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC2.7M$29.1M1.4%
Estate Planners Group, LLC2.5M$26.9M12.2%
LPL Financial LLC2.4M$26.7M0.0%
VERUS CAPITAL PARTNERS, LLC2.4M$26.2M1.4%
UBS Group AG2.1M$22.6M0.0%
Kera Capital Partners, Inc.1.8M$19.5M1.9%
ENVESTNET ASSET MANAGEMENT INC1.7M$18.9M0.0%
Invesco Ltd.1.6M$17.1M0.0%
Cetera Investment Advisers1.6M$17.1M0.0%
ROYAL BANK OF CANADA1.5M$15.9M0.0%
Thomas J. Herzfeld Advisors, Inc.1.3M$14.6M4.5%
OSAIC HOLDINGS, INC.1.3M$14.6M0.0%
COHEN & STEERS, INC.1.3M$13.7M0.0%
Logan Stone Capital, LLC1.2M$13.2M2.8%
RAYMOND JAMES FINANCIAL INC955.3K$10.4M0.0%
CreativeOne Wealth, LLC948.8K$10.4M0.2%
MML INVESTORS SERVICES, LLC936.5K$10.2M0.0%
Secure Asset Management, LLC631.5K$6.9M1.0%
BANK OF AMERICA CORP /DE/627.8K$6.9M0.0%
Advisors Asset Management, Inc.366.7K$6.7M0.1%
PETRA FINANCIAL ADVISORS INC476.9K$5.2M2.4%
TRUIST FINANCIAL CORP476.3K$5.2M0.0%
Advisory Solutions Group, LLC472.1K$5.2M1.7%
Janney Montgomery Scott LLC423.6K$4.6M0.0%
Arax Advisory Partners328.9K$3.6M0.0%
Retirement Planning Group, LLC328.4K$3.6M0.1%
Harpswell Capital Advisors, LLC304.1K$3.3M2.1%
INTEGRITY ALLIANCE, LLC.298.7K$3.3M0.1%
Integrated Wealth Concepts LLC277.4K$3.0M0.0%
Baird Financial Group, Inc.270.0K$2.9M0.0%
PRINCIPAL SECURITIES, INC.260.8K$2.8M0.0%
Private Advisor Group, LLC253.3K$2.8M0.0%
AE Wealth Management LLC252.9K$2.8M0.0%
Integrity Advisory Solutions, LLC252.4K$2.8M0.3%
Richmond Brothers, Inc.247.2K$2.7M1.4%
Gridiron Partners, LLC226.5K$2.5M1.3%
MOSAIC FAMILY WEALTH PARTNERS, LLC225.1K$2.5M0.2%
Vestmark Advisory Solutions, Inc.224.4K$2.5M0.0%
ELEVATION POINT WEALTH PARTNERS, LLC224.4K$2.5M0.0%
BlackRock, Inc.221.2K$2.4M0.0%
IMC-Chicago, LLC217.9K$2.4M0.0%
Cambridge Investment Research Advisors, Inc.196.5K$2.1M0.0%
WEDBUSH SECURITIES INC192.1K$2.1M0.1%
Marks Group Wealth Management, Inc190.2K$2.1M0.2%
CARY STREET PARTNERS FINANCIAL LLC182.7K$2.0M0.0%
XTX Topco Ltd176.4K$1.9M0.0%
COMMONWEALTH EQUITY SERVICES, LLC166.9K$1.8M0.0%
Quantinno Capital Management LP166.4K$1.8M0.0%
PNC FINANCIAL SERVICES GROUP, INC.164.0K$1.8M0.0%
Significant Wealth Partners LLC160.9K$1.8M1.9%
Tennessee Valley Asset Management Partners158.0K$1.7M0.2%
FLYNN ZITO CAPITAL MANAGEMENT, LLC145.3K$1.6M0.4%
Keating Financial Advisory Services, Inc.140.5K$1.5M0.2%
Kestra Advisory Services, LLC140.3K$1.5M0.0%
Smith Asset Management Co., LLC140.0K$1.5M1.2%
NewEdge Advisors, LLC130.9K$1.4M0.0%
Ausdal Financial Partners, Inc.126.2K$1.4M0.1%
Steward Partners Investment Advisory, LLC118.7K$1.3M0.0%
Founders Financial Alliance, LLC117.4K$1.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}