Who Owns GUGGENHEIM ACTIVE (GUG)? -- Institutional Holders (2026-06-30)

52 institutions reported holding $182.6M of GUGGENHEIM ACTIVE (GUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($45.8M), BANK OF AMERICA CORP /DE/ ($15.3M), GUGGENHEIM CAPITAL LLC ($15.2M), COHEN & STEERS, INC. ($13.8M), Atlas Wealth LLC ($13.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$45.8M2.9MAdded
2BANK OF AMERICA CORP /DE/$15.3M960,147Added
3GUGGENHEIM CAPITAL LLC$15.2M950,000Hold
4COHEN & STEERS, INC.$13.8M863,149Added
5Atlas Wealth LLC$13.6M848,495New
6Advisors Asset Management, Inc.$12.8M801,539Trimmed
7RAYMOND JAMES FINANCIAL INC$12.5M781,046Added
8Baird Financial Group, Inc.$10.8M676,913Trimmed
9WELLS FARGO & COMPANY/MN$10.6M665,643Added
10Royal Bank of Canada$8.0M498,064Trimmed
11Pathstone Holdings, LLC$5.9M371,088Trimmed
12Steward Partners Investment Advisory, LLC$2.8M174,918Added
13Sanctuary Advisors, LLC$1.8M109,996New
14Kestra Advisory Services, LLC$1.6M100,518New
15Invesco Ltd.$1.3M84,145Trimmed
16Closed-End Fund Advisors, Inc.$1.3M80,586Trimmed
17STIFEL FINANCIAL CORP$783,88649,054Added
18OPPENHEIMER & CO INC$700,30843,824Trimmed
19Concurrent Investment Advisors, LLC$650,99140,738Added
20J.W. COLE ADVISORS, INC.$626,25339,190Added
21OSAIC HOLDINGS, INC.$611,82138,286Trimmed
22LPL Financial LLC$546,94234,227Trimmed
23Aviance Capital Partners, LLC$525,98032,915Added
24CITADEL ADVISORS LLC$514,25232,181Added
25HighTower Advisors, LLC$510,38531,939New

来源：SEC 13F 申报文件 · 截至 2026-06-30