Who owns Guggenheim Strategic Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of GOF from SEC Form 13F filings across 213 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 213 institutions disclosed 49.2M shares of Guggenheim Strategic Opportunities Fund worth $537.1M — about 22% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
213
13F holders
$537.1M
value, 2026 filers
22%
of shares outstanding (49.2M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GOF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6.8M | $74.8M | 0.0% | 3.1% | -15.9% |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7M | $29.1M | 1.4% | 1.2% | +41.2% |
| 3 | Estate Planners Group, LLC | 2.5M | $26.9M | 12.2% | 1.1% | +4.0% |
| 4 | LPL Financial LLC | 2.4M | $26.7M | 0.0% | 1.1% | -2.7% |
| 5 | VERUS CAPITAL PARTNERS, LLC | 2.4M | $26.2M | 1.4% | 1.1% | -3.0% |
| 6 | UBS Group AG | 2.1M | $22.6M | 0.0% | 0.9% | +8.0% |
| 7 | Kera Capital Partners, Inc. | 1.8M | $19.5M | 1.9% | 0.8% | +4579.4% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $18.9M | 0.0% | 0.8% | +18.2% |
| 9 | Invesco Ltd. | 1.6M | $17.1M | 0.0% | 0.7% | +7.6% |
| 10 | Cetera Investment Advisers | 1.6M | $17.1M | 0.0% | 0.7% | +24.9% |
| 11 | ROYAL BANK OF CANADA | 1.5M | $15.9M | 0.0% | 0.7% | +27.0% |
| 12 | Thomas J. Herzfeld Advisors, Inc. | 1.3M | $14.6M | 4.5% | 0.6% | +31.6% |
| 13 | OSAIC HOLDINGS, INC. | 1.3M | $14.6M | 0.0% | 0.6% | +25.1% |
| 14 | COHEN & STEERS, INC. | 1.3M | $13.7M | 0.0% | 0.6% | +2.9% |
| 15 | Logan Stone Capital, LLC | 1.2M | $13.2M | 2.8% | 0.5% | -7.3% |
| 16 | RAYMOND JAMES FINANCIAL INC | 955,315 | $10.4M | 0.0% | 0.4% | +22.6% |
| 17 | CreativeOne Wealth, LLC | 948,818 | $10.4M | 0.2% | 0.4% | +0.2% |
| 18 | MML INVESTORS SERVICES, LLC | 936,545 | $10.2M | 0.0% | 0.4% | +11.2% |
| 19 | Secure Asset Management, LLC | 631,456 | $6.9M | 1.0% | 0.3% | +1.3% |
| 20 | BANK OF AMERICA CORP /DE/ | 627,834 | $6.9M | 0.0% | 0.3% | +4.1% |
| 21 | PETRA FINANCIAL ADVISORS INC | 476,910 | $5.2M | 2.4% | 0.2% | +1.6% |
| 22 | TRUIST FINANCIAL CORP | 476,318 | $5.2M | 0.0% | 0.2% | -15.6% |
| 23 | Advisory Solutions Group, LLCNEW | 472,129 | $5.2M | 1.7% | 0.2% | new |
| 24 | Janney Montgomery Scott LLC | 423,639 | $4.6M | 0.0% | 0.2% | +0.8% |
| 25 | Arax Advisory Partners | 328,860 | $3.6M | 0.0% | 0.1% | +16367.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.