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Disclosery

GBAB GUGGENHEIM TAXABLE MUNICP BO

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COM (fund), issuer CIK 1495825

61 managers (61 13F filers) reported a position in GBAB shares at 2025-09-30, 7,125,375 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
21
Reduced
15
Sold out
9
Shares held by filers
7,125,375

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,791,792$43.5M<0.01%+107,11613F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC622,428$9.7M0.2%+32,68913F-HRTimelineGroup
LPL Financial LLC419,195$6.53M<0.01%+184,26613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/372,899$5.81M<0.01%+141,83513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN365,757$5.7M<0.01%+14,45713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.236,102$3.68M<0.01%+6,87913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,913$2.97M<0.01%-3,31613F-HRTimelineGroup
UBS Group AGin group UBS Group AG186,823$2.91M<0.01%-13,85913F-HRTimelineGroup
Cooper Financial Group139,520$2.17M0.24%+11,06213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.139,007$2.17M0.09%+16413F-HRTimelineGroup
Venture Visionary Partners LLC121,622$1.89M0.07%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp106,278$1.66M0.01%-5,32713F-HRTimelineGroup
Janney Montgomery Scott LLC102,001$1.59M<0.01%+6,24813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.100,924$1.57M<0.01%+26,00013F-HRTimelineGroup
WHITTIER TRUST CO100,514$1.57M0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,844$1.54M<0.01%+7,52113F-HRTimelineGroup
Savvy Advisors, Inc.87,232$1.36M0.06%-6,64913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,220$1.22M<0.01%+1,81213F-HRTimelineGroup
WEDBUSH SECURITIES INC75,972$1.18M0.04%+3,18713F-HRTimeline
Xcel Wealth Management, LLC65,171$1.02M0.26%-3,55013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …63,050$982K0.01%+10,99313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,208$829K<0.01%-4,82013F-HRTimelineGroup
Whipplewood Advisors, LLC52,760$822K0.54%+26713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,408$723K<0.01%-49713F-HRTimeline
Cetera Investment Advisers43,037$671K<0.01%-1,27813F-HRTimeline
David J Yvars Group33,091$515K0.28%-60813F-HRTimeline
Walker Asset Management, LLC32,958$513K0.29%-2,58013F-HRTimeline
JBR Co Financial Management Inc32,057$499K0.21%-1,09013F-HRTimeline
Intellus Advisors LLC26,525$413K0.06%+7,71913F-HRTimeline
Private Advisor Group, LLC25,514$398K<0.01%+26313F-HRTimeline
Dynamic Advisor Solutions LLC24,770$386K0.01%-8,85113F-HRTimeline
Morse Asset Management, Inc24,357$379K0.08%new13F-HRTimeline
Fortitude Advisory Group L.L.C.22,896$357K0.19%013F-HRTimeline
Noble Wealth Management PBC20,940$326K0.17%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,597$321K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.18,630$290K0.02%+5,52713F-HRTimeline
LaSalle St. Investment Advisors, LLC17,169$267K0.05%-1,01013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,314$239K<0.01%+2,75313F-HRTimelineGroup
WMG Financial Advisors, LLC14,250$222K0.07%013F-HRTimeline
Bison Wealth, LLC14,054$220K0.02%-19,06713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,911$201K<0.01%013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,634$181K0.02%new13F-HRTimeline
Carl P. Sherr & Co., LLC11,325$176K0.08%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,882$170K0.01%new13F-HRTimeline
HighTower Advisors, LLC10,375$162K<0.01%+8013F-HRTimeline
CoreCap Advisors, LLC10,315$161K0.01%-8,50013F-HRTimeline
Belpointe Asset Management LLC10,221$159K0.01%+16813F-HRTimeline
Advisory Services Network, LLC2,271$35.4K<0.01%new13F-HRTimeline
Gridiron Partners, LLC35,737$34.1K0.02%new13F-HRTimeline
Fairscale Capital, LLC1,587$24.7K0.02%013F-HRTimeline
EASTERN BANK1,538$24K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,200$18.7K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC820$12.8K<0.01%013F-HRTimeline
Kentucky Trust Co775$12.1K0.01%013F-HRTimeline
COMERICA BANK600$9.35K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC175$2.73K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC130$2.02K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management58$896<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$156<0.01%013F-HRTimeline
IFP Advisors, Inc8$125<0.01%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4$72<0.01%new13F-HRTimelineGroup