Skip to content
Disclosery

GBAB GUGGENHEIM TAXABLE MUNICP BO

Follow

COM (common), issuer CIK 1495825

60 managers (60 13F filers) reported a position in GBAB shares at 2026-06-30, 8,248,531 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
6
Added
22
Reduced
21
Sold out
7
Shares held by filers
8,248,531

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,542,880$51.2M<0.01%+374,75413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC801,655$11.6M0.22%+127,80213F-HRTimelineGroup
LPL Financial LLC418,035$6.04M<0.01%-65,07613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC288,901$4.18M0.2%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/272,969$3.95M<0.01%-316,32213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.230,759$3.34M<0.01%+39,78813F-HRTimelineGroup
UBS Group AGin group UBS Group AG193,113$2.79M<0.01%-1,61313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN181,841$2.63M<0.01%+19,53413F-HRTimelineGroup
Cooper Financial Group164,368$2.38M0.2%+6,87213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,813$2.3M<0.01%-10,52713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,322$2.19M<0.01%+18,98813F-HRTimelineGroup
Venture Visionary Partners LLC141,622$2.05M0.06%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.140,924$2.04M<0.01%013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp138,884$2.01M0.01%+4,48813F-HRTimelineGroup
Janney Montgomery Scott LLC103,718$1.5M<0.01%-5,07413F-HRTimeline
WHITTIER TRUST CO100,514$1.44M0.01%013F-HRTimeline
Savvy Advisors, Inc.83,949$1.21M0.03%+56213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,861$1.2M<0.01%-6,52413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC82,107$1.19M0.03%-20013F-HRTimeline
Morse Asset Management, Inc78,944$1.14M0.19%+75113F-HRTimeline
WEDBUSH SECURITIES INC77,972$1.13M0.03%+7,12113F-HRTimeline
JBR Co Financial Management Inc69,865$1.01M0.37%+40,81313F-HRTimeline
Cetera Investment Advisers60,494$875K<0.01%+4,09913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,494$802K<0.01%-20013F-HRTimelineGroup
Whipplewood Advisors, LLC52,364$757K0.51%-44213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,558$659K<0.01%-3,11513F-HRTimeline
NewEdge Advisors, LLC41,727$603K<0.01%+12,99313F-HRTimeline
Intellus Advisors LLC39,668$574K0.07%+7,68213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,850$504K<0.01%+3,95513F-HRTimelineGroup
Xcel Wealth Management, LLC34,258$495K0.12%-15,85813F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC32,723$473K0.03%+14,26713F-HRTimeline
David J Yvars Group32,315$466K0.23%-31713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,385$425K<0.01%-14,22513F-HRTimelineGroup
Walker Asset Management, LLC27,348$395K0.2%-3,86013F-HRTimeline
MGO ONE SEVEN LLC23,959$346K0.01%+3,39613F-HRTimeline
Fortitude Advisory Group L.L.C.23,585$341K0.13%+68913F-HRTimeline
Private Advisor Group, LLC21,958$318K<0.01%-1,86013F-HRTimeline
Noble Wealth Management PBC18,525$268K0.12%+42513F-HRTimeline
LANARK FINANCIAL, INC.17,773$257K0.02%+2,21913F-HRTimeline
Estate Planners Group, LLC16,179$234K0.11%-51713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd15,498$224K<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.15,051$218K<0.01%+14,63813F-HRTimeline
LaSalle St. Investment Advisors, LLC14,993$217K0.03%-1,16613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS14,350$208K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,730$184K<0.01%-10,35413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,337$164K<0.01%-1,40013F-HRTimelineGroup
Carl P. Sherr & Co., LLC11,325$164K0.07%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,664$154K0.01%-97013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,000$145K0.11%013F-HRTimeline
CoreCap Advisors, LLC6,775$98K<0.01%-2,49013F-HRTimeline
EASTERN BANK4,238$61.3K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,587$22.9K0.01%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.1,426$20.6K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,200$17.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC820$11.9K<0.01%013F-HRTimeline
Kentucky Trust Co775$11.2K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…778$11.1K<0.01%+24413F-HRTimeline
Integrated Wealth Concepts LLC500$7.23K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC175$2.49K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC130$1.88K<0.01%013F-HRTimeline