GUGGENHEIM STRATEGIC OPPORTUNITIES FUND

Institutional Ownership & Holdings Analysis

About
CIK: 0001380936
Type: CompanyHolders: 193Top 10: 59.8%Value: $433.3B

guggenheim-strategic-opportunities-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
#1MORGAN STANLEY
As of 2025-03-31
Value:$106.9M
#2LPL Financial LLC
As of 2025-03-31
Value:$30.3M
#3VERUS CAPITAL PARTNERS, LLC
As of 2025-03-31
Value:$24.5M
#4UBS Group AG
As of 2025-03-31
Value:$22.9M
#5RAYMOND JAMES FINANCIAL INC
As of 2025-03-31
Value:$18.1M
#6MML INVESTORS SERVICES, LLC
As of 2025-03-31
Value:$12.4M
#7OSAIC HOLDINGS, INC.
As of 2025-03-31
Value:$11.6M
#8Prime Capital Investment Advisors, LLC
As of 2025-03-31
Value:$11.3M
#9CreativeOne Wealth, LLC
As of 2025-03-31
Value:$10.6M
#10COMMONWEALTH EQUITY SERVICES, LLC
As of 2025-03-31
Value:$10.4M
#11Cambridge Investment Research Advisors, Inc.
As of 2025-03-31
Value:$10.0M
#12ROYAL BANK OF CANADA
As of 2025-03-31
Value:$9.6M
#13Cetera Investment Advisers
As of 2025-03-31
Value:$9.4M
#14BANK OF AMERICA CORP /DE/
As of 2025-03-31
Value:$8.2M
#15Secure Asset Management, LLC
As of 2025-03-31
Value:$6.9M
#16ENVESTNET ASSET MANAGEMENT INC
As of 2025-03-31
Value:$6.7M
#17COHEN & STEERS, INC.
As of 2025-03-31
Value:$6.0M
#18Janney Montgomery Scott LLC
As of 2025-03-31
Value:$4.1M
#19Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
As of 2025-03-31
Value:$4.0M
#20Atria Wealth Solutions, Inc.
As of 2025-03-31
Value:$4.0M
Total Institutional Holders:193
Top 10 Holders Own:59.8%