Guggenheim Strategic Opportunities Fund
GOF- Exchange
- NYSE
- SEC CIK
- 0001380936
No open-market purchases or sales by Guggenheim Strategic Opportunities Fund insiders were filed in the last 90 days; 212 institutions reported holding it in 13F filings for Q2 2026, worth $537.1M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Guggenheim Strategic Opportunities Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 202
- +10 vs. Q4 2025
- Shares held
- 44.6M
- +1.75M (+4.1%) vs. Q4 2025
- Total value
- $491.5M
- −$60.3M (−10.9%) vs. Q4 2025
- New holders
- 34
- 88 more added
- Sold out
- 24
- 51 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GOF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 212 | $537.1M |
| Q1 2026 | 202 | $491.5M |
| Q4 2025 | 197 | $553.3M |
| Q3 2025 | 186 | $480.8M |
| Q2 2025 | 175 | $419.3M |
| Q1 2025 | 176 | $428.2M |
| Q4 2024 | 174 | $365.9M |
| Q3 2024 | 154 | $368.5M |
| Q2 2024 | 153 | $337.7M |
| Q1 2024 | 141 | $326.8M |
| Q4 2023 | 139 | $275.7M |
| Q3 2023 | 128 | $280.5M |
| Q2 2023 | 124 | $284.8M |
| Q1 2023 | 128 | $270.2M |
| Q4 2022 | 131 | $255.0M |
| Q3 2022 | 123 | $236.1M |
| Q2 2022 | 122 | $228.2M |
| Q1 2022 | 125 | $268.5M |
| Q4 2021 | 116 | $282.8M |
| Q3 2021 | 84 | $155.3M |
| Q2 2021 | 76 | $149.1M |
| Q1 2021 | 74 | $142.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Guggenheim Strategic Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,517,603 | $27.7M | 0.01% | −34,632−1.4% | Reduced |
| Morgan Stanley | 8,137,202 | $89.7M | 0.01% | +1,116,788+15.9% | Added |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −109,842−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −95,343−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −90,270−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −87,593−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −76,193−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −61,187−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −54,682−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −46,290−100.0% | Sold out |
| Buska Wealth Management, LLC | 0 | $0 | 0.00% | −38,013−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −34,598−100.0% | Sold out |
| Presper Financial Architects, LLC | 0 | $0 | 0.00% | −27,749−100.0% | Sold out |
| Bauman Advisory Group, LLC | 0 | $0 | 0.00% | −20,660−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,610−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,065−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −10,092−100.0% | Sold out |
| Elm3 Financial Group, LLC | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Ares Financial Consulting, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Greenberg Financial Group | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |