Who Owns GUGGENHEIM TAXABLE MUNICP BO (GBAB)? -- Institutional Holders (2026-06-30)
68 institutions reported holding $119.3M of GUGGENHEIM TAXABLE MUNICP BO (GBAB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($51.2M), SIT INVESTMENT ASSOCIATES INC ($11.6M), LPL Financial LLC ($6.0M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($4.2M), BANK OF AMERICA CORP /DE/ ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $51.2M | 3.5M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $11.6M | 801,655 | Added |
| 3 | LPL Financial LLC | $6.0M | 418,035 | Trimmed |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.2M | 288,901 | New |
| 5 | BANK OF AMERICA CORP /DE/ | $3.9M | 272,969 | Trimmed |
| 6 | Invesco Ltd. | $3.3M | 230,759 | Added |
| 7 | UBS Group AG | $2.8M | 193,113 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $2.6M | 181,841 | Added |
| 9 | Cooper Financial Group | $2.4M | 164,368 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.3M | 158,813 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $2.2M | 151,322 | Added |
| 12 | Venture Visionary Partners LLC | $2.0M | 141,622 | Hold |
| 13 | COHEN & STEERS, INC. | $2.0M | 140,924 | Hold |
| 14 | Fiera Capital Corp | $2.0M | 138,884 | Added |
| 15 | Janney Montgomery Scott LLC | $1.5M | 103,718 | Trimmed |
| 16 | WHITTIER TRUST CO | $1.4M | 100,514 | Hold |
| 17 | Savvy Advisors, Inc. | $1.2M | 83,949 | Added |
| 18 | Royal Bank of Canada | $1.2M | 82,861 | Trimmed |
| 19 | DAYMARK WEALTH PARTNERS, LLC | $1.2M | 82,107 | Trimmed |
| 20 | Morse Asset Management, Inc | $1.1M | 78,944 | Added |
| 21 | WEDBUSH SECURITIES INC | $1.1M | 77,972 | Added |
| 22 | JBR Co Financial Management Inc | $1.0M | 69,865 | Added |
| 23 | Cetera Investment Advisers | $874,751 | 60,494 | Added |
| 24 | STIFEL FINANCIAL CORP | $802,441 | 55,494 | Trimmed |
| 25 | Whipplewood Advisors, LLC | $757,183 | 52,364 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30