Guggenheim Active Allocation Fund
Institutional Ownership & Holdings Analysis
About
guggenheim-active-allocation-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | MORGAN STANLEY(2025-03-31) | $37.2M |
| 2 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $14.3M |
| 3 | Baird Financial Group, Inc.(2025-03-31) | $11.5M |
| 4 | COHEN & STEERS, INC.(2025-03-31) | $11.1M |
| 5 | Advisors Asset Management, Inc.(2025-03-31) | $10.7M |
| 6 | Pathstone Holdings, LLC(2025-03-31) | $10.0M |
| 7 | BANK OF AMERICA CORP /DE/(2025-03-31) | $9.3M |
| 8 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $8.9M |
| 9 | ROYAL BANK OF CANADA(2025-03-31) | $7.8M |
| 10 | Penserra Capital Management LLC(2024-12-31) | $4.8M |
| 11 | WELLS FARGO & COMPANY/MN(2025-03-31) | $3.8M |
| 12 | Kovitz Investment Group Partners, LLC(2025-03-31) | $3.0M |
| 13 | CORRADO ADVISORS, LLC(2025-03-31) | $2.4M |
| 14 | Kestra Advisory Services, LLC(2025-03-31) | $1.4M |
| 15 | OPPENHEIMER & CO INC(2025-03-31) | $1.3M |
| 16 | STIFEL FINANCIAL CORP(2025-03-31) | $915.8K |
| 17 | OSAIC HOLDINGS, INC.(2025-03-31) | $787.7K |
| 18 | Invesco Ltd.(2025-03-31) | $716.1K |
| 19 | UBS Group AG(2025-03-31) | $699.6K |
| 20 | Walleye Capital LLC(2025-03-31) | $496.3K |
As of 2025-03-31
Value:$37.2M
As of 2025-03-31
Value:$14.3M
As of 2025-03-31
Value:$11.5M
As of 2025-03-31
Value:$11.1M
As of 2025-03-31
Value:$10.7M
As of 2025-03-31
Value:$10.0M
As of 2025-03-31
Value:$9.3M
As of 2025-03-31
Value:$8.9M
As of 2025-03-31
Value:$7.8M
As of 2024-12-31
Value:$4.8M
As of 2025-03-31
Value:$3.8M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$2.4M
As of 2025-03-31
Value:$1.4M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$915.8K
As of 2025-03-31
Value:$787.7K
#18Invesco Ltd.
As of 2025-03-31
Value:$716.1K
#19UBS Group AG
As of 2025-03-31
Value:$699.6K
As of 2025-03-31
Value:$496.3K
Total Institutional Holders:63
Top 10 Holders Own:84.1%