Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / COM SBI
-
Number of holders
-
172
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Total 13F shares, excl. options
-
28.1M
-
Shares change
-
+593K
-
Total reported value, excl. options
-
$418M
-
Value change
-
+$8.66M
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Number of buys
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95
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Number of sells
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-50
-
Price
-
$14.89
Significant Holders of GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI (GOF) as of Q2 2025
183 filings reported holding GOF - GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI as of Q2 2025.
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI (GOF) has 172 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (7.3M shares), LPL Financial LLC (2.05M shares), VERUS CAPITAL PARTNERS, LLC (1.88M shares), UBS Group AG (1.52M shares), RAYMOND JAMES FINANCIAL INC (958K shares), MML INVESTORS SERVICES, LLC (801K shares), OSAIC HOLDINGS, INC. (771K shares), CreativeOne Wealth, LLC (741K shares), ENVESTNET ASSET MANAGEMENT INC (731K shares), and Cetera Investment Advisers (679K shares).
This table shows the top 172 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.