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Guggenheim Strategic Opportunities Fund

Institutional holders · 13F as of Dec 31, 2025

202 holders

HolderValueShares% of shares
Encompass More Asset Management$339.1K26,325—
STIFEL FINANCIAL CORP$345.2K26,798—
Bank of New York Mellon Corp/The$347.2K31,507—
Compound Planning, Inc.$355.4K27,591—
DAVENPORT & Co LLC$355.5K27,602—
Capital CS Group, LLC$356.3K27,664—
Presper Financial Architects, LLC$357.4K27,749—
Mariner, LLC$363.0K32,942—
Merit Financial Group, LLC$374.6K29,082—
COMERICA BANK$381.6K29,629—
Apollon Wealth Management, LLC$405.0K31,445—
Prosperity Wealth Management, Inc.$430.4K33,416—
Orion Porfolio Solutions, LLC$445.6K34,598—
INSIGNEO ADVISORY SERVICES, LLC$452.9K35,166—
Jacobi Capital Management LLC$486.5K37,772—
Buska Wealth Management, LLC$489.6K38,013—
PRIVATE TRUST CO NA$539.6K48,968—
Sanctuary Advisors, LLC$542.4K42,113—
CAPTRUST FINANCIAL ADVISORS$552.0K42,857—
New England Private Wealth Advisors LLC$558.1K43,327—
Garden State Investment Advisory Services LLC$560.0K43,478—
Parisi Gray Wealth Management$579.6K45,001—
OPPENHEIMER & CO INC$585.6K45,469—
Discipline Wealth Solutions, LLC$585.9K45,489—
Fiduciary Alliance LLC$587.1K45,581—
EQUITABLE HOLDINGS, INC.$599.3K46,527—
Mallini Complete Financial Planning LLC$603.2K46,833—
Brookstone Capital Management$605.9K47,045—
Focus Partners Wealth$680.2K46,290—
Marex Group plc$704.3K54,682—
Sovran Advisors, LLC$712.8K55,684—
CHOREO, LLC$746.2K57,067—
Sigma Planning Corp$760.3K69,622—
Geneos Wealth Management Inc.$764.1K59,327—
Western Wealth Management, LLC$781.9K60,704—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$788.1K61,187—
PMG Family Office LLC$818.5K63,548—
Kovack Advisors, Inc.$881.3K68,423—
Focus Financial Network, Inc.$888.3K68,967—
UMB Bank, n.a.$902.1K70,038—
J.W. COLE ADVISORS, INC.$936.6K76,193—
PFG Investments, LLC$1.03M79,661—
MERCER GLOBAL ADVISORS INC /ADV$1.04M80,964—
Dynamic Advisor Solutions LLC$1.09M84,576—
Quantinno Capital Management LP$1.13M87,593—
GREAT VALLEY ADVISOR GROUP, INC.$1.16M90,270—
Mutual Advisors, LLC$1.23M95,119—
IFG Advisory, LLC$1.23M95,343—
Almanack Investment Partners, LLC.$1.39M107,595—
TrueMark Investments, LLC$1.41M109,842—
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