10 institutions reported holding $2.7M of GUGGENHEIM STRATEGIC OPPORTUN COM SBI (GOF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynamic Advisor Solutions LLC ($1.2M), Mallini Complete Financial Planning LLC ($605,705), CoreCap Advisors, LLC ($259,503), David J Yvars Group ($236,445), Silverleafe Capital Partners, LLC ($223,587). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $1.2M | 108,583 | Added |
| 2 | Mallini Complete Financial Planning LLC | $605,705 | 55,467 | Added |
| 3 | CoreCap Advisors, LLC | $259,503 | 23,764 | Added |
| 4 | David J Yvars Group | $236,445 | 21,740 | Added |
| 5 | Silverleafe Capital Partners, LLC | $223,587 | 20,475 | Added |
| 6 | Quad-Cities Investment Group, LLC | $154,552 | 14,153 | Added |
| 7 | EASTERN BANK | $44,477 | 4,073 | Hold |
| 8 | Noble Wealth Management PBC | $3,822 | 350 | Trimmed |
| 9 | Kozak & Associates, Inc. | $10 | 1 | Trimmed |
| 10 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30