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Disclosery

GOF GUGGENHEIM STRATEGIC OPPORTU

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COM SBI (fund), issuer CIK 1380936

201 managers (202 13F filers) reported a position in GOF shares at 2026-03-31, 44,596,606 shares in all. 33 filers opened a position and 24 filers sold out during the quarter.

Managers
201
13F filers
202
New
33
Added
88
Reduced
51
Sold out
24
Shares held by filers
44,596,606

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY8,137,202$89.7M0.01%+1,116,78813F-HRTimelineGroup
LPL Financial LLC2,517,603$27.7M0.01%-34,63213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,477,088$27.3M1.88%+152,72413F-HRTimeline
Estate Planners Group, LLC2,370,615$26.1M12.55%+77,83713F-HRTimeline
UBS Group AGin group UBS Group AG1,917,212$21.1M<0.01%+224,95313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,888,335$20.8M1.05%+1,076,64313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,467,979$16.2M<0.01%-28,47113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,457,791$16.1M<0.01%+134,81013F-HRTimelineGroup
Logan Stone Capital, LLC1,299,103$14.3M3.98%+308,62713F-HRTimeline
Cetera Investment Advisers1,251,299$13.8M0.01%-9,74413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,221,789$13.5M0.02%+450,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,145,825$12.6M<0.01%+163,61913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,066,935$11.8M0.02%+113,49413F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,015,400$11.2M3.81%+88,15513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC946,815$10.4M0.24%+47,65013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC842,008$9.28M0.03%+46,78713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC779,292$8.59M<0.01%+48,21913F-HRTimelineGroup
Secure Asset Management, LLC623,443$6.87M1.09%+77,90413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/603,335$6.65M<0.01%+145,49813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP564,460$6.22M0.01%-202,47613F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC469,379$5.17M3.2%+11,06313F-HRTimeline
Janney Montgomery Scott LLC420,263$4.63M0.01%+13,95713F-HRTimeline
Harpswell Capital Advisors, LLC327,617$3.61M2.69%+128,69413F-HRTimeline
U.S. Capital Wealth Advisors, LLC316,813$3.49M0.09%+10,07013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd278,101$3.06M0.05%+108,01313F-HRTimelineGroup
Integrated Wealth Concepts LLC273,821$3.02M0.02%+33,30313F-HRTimeline
INTEGRITY ALLIANCE, LLC.268,902$2.96M0.11%-64,46913F-HRTimeline
Richmond Brothers, Inc.258,405$2.85M1.9%+17,86013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.252,913$2.79M<0.01%+8,21213F-HRTimelineGroup
AE Wealth Management LLC251,106$2.77M0.01%+113,86113F-HRTimeline
Retirement Planning Group, LLC246,738$2.72M0.08%-40,81713F-HRTimeline
Private Advisor Group, LLC239,681$2.64M0.01%-1,60313F-HRTimeline
Illumine Investment Management, LLC227,556$2.51M1.93%+33313F-HRTimeline
Vestmark Advisory Solutions, Inc.225,267$2.48M0.03%-22,21013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.221,191$2.44M<0.01%-1,399,93613F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC219,535$2.42M0.06%-27,94213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC205,507$2.26M<0.01%-17,03813F-HR/ATimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC201,355$2.22M0.23%-21,26313F-HRTimeline
Marks Group Wealth Management, Inc190,195$2.1M0.2%-6,06713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC188,994$2.08M0.03%+19,39113F-HRTimelineGroup
Cambridge Investment Research Advisors,…187,367$2.06M0.01%+33,08613F-HRTimeline
WEDBUSH SECURITIES INC185,392$2.04M0.06%-6,21513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…179,382$1.98M0.05%+17,75313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…173,578$1.91M<0.01%-24,44213F-HRTimelineGroup
Tennessee Valley Asset Management Partn…171,680$1.89M0.25%+20,29413F-HRTimeline
Significant Wealth Partners LLC158,176$1.74M2.15%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC157,393$1.73M<0.01%-12,09013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding148,381$1.64M-18,622Timeline
Smith Asset Management Co., LLC138,980$1.53M1.31%+15,92113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC137,946$1.52M0.49%-4,14513F-HRTimeline
NewEdge Advisors, LLC126,814$1.4M0.01%+12,14313F-HR/ATimeline
Keating Financial Advisory Services, In…121,132$1.33M0.22%+3,00413F-HRTimeline
Founders Financial Alliance, LLC119,934$1.32M0.24%+3,31413F-HRTimeline
Steward Partners Investment Advisory, L…110,841$1.22M0.01%-6,90213F-HRTimeline
Z3 Capital Partners, LLC108,656$1.2M0.3%-5,66413F-HRTimeline
Mutual Advisors, LLC107,787$1.19M0.03%+12,66813F-HRTimeline
Dynamic Advisor Solutions LLC98,677$1.09M0.03%+14,10113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP91,531$1.01M0.06%new13F-HRTimeline
PMG Family Office LLC88,938$980K1.09%+25,39013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…88,677$977K<0.01%+11,87813F-HRTimelineGroup
Ausdal Financial Partners, Inc.84,087$927K0.04%+66,06213F-HRTimeline
PFG Investments, LLC80,693$889K0.04%+1,03213F-HRTimeline
Kovack Advisors, Inc.72,509$800K0.04%+4,08613F-HRTimeline
UMB Bank, n.a.70,038$772K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Focus Financial Network, Inc.69,299$764K0.03%+33213F-HRTimeline
Prime Capital Investment Advisors, LLC68,999$760K0.01%-352,72013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV68,178$751K<0.01%-12,78613F-HRTimeline
CHOREO, LLC65,664$724K0.01%+8,59713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,200$663K<0.01%-308,14113F-HRTimelineGroup
Sigma Planning Corp60,030$662K0.02%-9,51213F-HRTimeline
Western Wealth Management, LLC58,893$649K0.02%-1,81113F-HR/ATimeline
Geneos Wealth Management Inc.58,676$647K0.02%-65113F-HRTimeline
Noble Wealth Management PBC54,400$599K0.31%-78,16513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,527$599K<0.01%+14,64213F-HRTimelineGroup
Parisi Gray Wealth Management51,004$562K0.13%+6,00313F-HRTimeline
Mallini Complete Financial Planning LLC50,418$556K0.44%+3,58513F-HRTimeline
Strategic Financial Concepts, LLC50,164$553K0.14%new13F-HRTimeline
Almanack Investment Partners, LLC.49,455$545K0.09%-58,14013F-HRTimeline
PRIVATE TRUST CO NA48,968$540K0.05%+6,55513F-HRTimeline
Patriot Financial Group Insurance Agenc…48,306$532K0.03%+24,44913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…48,038$529K0.16%+4,87913F-HRTimeline
Sovran Advisors, LLC46,126$527K0.04%-9,55813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,412$522K0.01%+1,94313F-HRTimelineGroup
Fiduciary Alliance LLC45,220$513K0.03%-36113F-HRTimeline
New England Private Wealth Advisors LLC43,327$477K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,857$472K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,599$469K0.01%-4,44613F-HRTimelineGroup
Capital CS Group, LLC38,420$423K0.87%+10,75613F-HRTimeline
Kera Capital Partners, Inc.38,197$421K0.05%-324,60413F-HRTimeline
Jacobi Capital Management LLC38,108$420K0.02%+33613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37,367$412K0.01%+1,53813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,942$363K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,807$362K0.01%+1,36213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,507$347K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC30,418$335K0.04%-15,07113F-HRTimeline
Merit Financial Group, LLC29,742$328K<0.01%+66013F-HRTimeline
DAVENPORT & Co LLC29,474$325K<0.01%+1,87213F-HRTimeline
LANARK FINANCIAL, INC.29,438$324K0.02%+7,79513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,475$314K<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC28,293$312K0.02%+3,83313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,186$311K<0.01%+4,54013F-HRTimelineGroup
Compound Planning, Inc.27,591$304K0.01%013F-HRTimeline
Disciplined Investments, LLC27,563$304K0.11%+35213F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC26,837$296K<0.01%+23,79913F-HRTimelineGroup
JB Capital LLC26,046$287K0.01%+16013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,041$287K<0.01%new13F-HRTimelineGroup
Encompass More Asset Management25,272$278K0.05%-1,05313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,166$277K0.02%-10,00013F-HRTimeline
Vann Equity Management LLC23,672$261K0.19%13F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC23,100$255K0.03%new13F-HRTimeline
United Advisor Group, LLC22,415$247K0.03%+88313F-HRTimeline
B. Riley Wealth Advisors, Inc.23,032$245K0.02%+9313F-HRTimeline
David J Yvars Group21,467$233K0.13%-22613F-HRTimeline
Sanctuary Advisors, LLC20,971$231K<0.01%-21,14213F-HRTimeline
Arkadios Wealth Advisors20,968$231K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC20,764$229K0.01%+7,00013F-HRTimeline
Wagner Wealth Management, LLC20,143$222K0.04%+44513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,011$221K<0.01%-6,78713F-HRTimelineGroup
HRT FINANCIAL LP19,443$214K<0.01%new13F-HRTimeline
Waverly Advisors, LLC19,392$214K<0.01%+69513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC19,005$209K0.06%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC18,882$208K0.08%+84013F-HRTimeline
Moors & Cabot, Inc.18,705$206K0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,950$198K0.11%013F-HRTimeline
Foundations Investment Advisors, LLC17,756$196K<0.01%+2,42913F-HRTimeline
Creative Planningin group Creative Planning17,481$193K<0.01%+3,81213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,882$189K0.01%+6813F-HRTimeline
Silverleafe Capital Partners, LLC16,987$187K0.06%new13F-HRTimeline
HighTower Advisors, LLC16,183$178K<0.01%-4,26213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,160$178K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,088$177K<0.01%-6,42313F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,635$172K<0.01%+14,13513F-HRTimelineGroup
Garden State Investment Advisory Servic…15,428$170K0.04%-28,05013F-HRTimeline
Main Street Financial Solutions, LLC15,184$167K0.01%+2,57113F-HRTimeline
Fisher Asset Management, LLC15,126$167K<0.01%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,000$165K<0.01%-19,12913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…14,539$160K<0.01%013F-HRTimeline
Annex Advisory Services, LLC14,370$158K<0.01%-80113F-HRTimeline
Quad-Cities Investment Group, LLC13,622$150K0.06%+47713F-HRTimeline
LVZ, Inc.12,682$140K0.02%013F-HRTimeline
Kapstone Financial Advisors LLC12,570$139K0.07%+2,50013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,273$135K<0.01%-2813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,070$135K<0.01%+1,16413F-HRTimeline
Gladstone Institutional Advisory LLC11,558$127K<0.01%new13F-HRTimeline
TSFG, LLC11,516$127K0.02%013F-HRTimeline
IHT Wealth Management, LLC11,335$125K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,312$125K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC11,166$123K<0.01%013F-HRTimeline
Core Wealth Partners LLC10,979$121K0.06%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC10,711$118K0.05%-5,53113F-HRTimeline
Prospera Financial Services Inc10,608$117K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,567$116K<0.01%+99613F-HR/ATimelineGroup
Sunbelt Securities, Inc.10,068$111K0.01%+4,50913F-HRTimeline
Larson Financial Group LLC10,056$111K<0.01%+3,27713F-HRTimeline
Uniting Wealth Partners, LLC10,000$110K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,950$110K<0.01%+47213F-HRTimeline
Quarry LP9,623$106K0.02%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,351$103K<0.01%013F-HRTimelineGroup
Triumph Capital Management7,735$85.2K0.02%-55013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC7,000$77.1K0.04%013F-HRTimeline
Advisory Services Network, LLC5,569$61.4K<0.01%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT4,588$50.6K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,188$46.2K<0.01%+1,86013F-HRTimelineGroup
EASTERN BANK4,073$44.9K<0.01%-4,00013F-HRTimeline
COUNTRY TRUST BANK4,000$44.1K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,654$40.3K0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,055$34K0.01%+60013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,942$32.4K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2,940$32.4K0.02%013F-HRTimeline
CENTRAL TRUST Co2,500$27.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,461$27.1K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners1,997$22K<0.01%-28013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$21.2K<0.01%new13F-HRTimelineGroup
Kentucky Trust Co1,500$16.5K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,390$15.3K0.01%013F-HRTimeline
IFP Advisors, Inc1,344$14.8K<0.01%+5913F-HRTimeline
Kozak & Associates, Inc.1,297$14.8K<0.01%+5813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,318$14.5K<0.01%+26213F-HRTimelineGroup
North Star Investment Management Corp.1,000$11K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC903$10K0.01%+2813F-HRTimeline
AMERIFLEX GROUP, INC.777$8.56K<0.01%+3413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management722$7.96K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc659$7.26K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.550$6.06K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.515$5.68K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc498$5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC412$4.54K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.365$4.02K<0.01%new13F-HRTimeline
Bollard Group LLC399$4K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC300$3.31K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$2.75K<0.01%new13F-HR/ATimeline
MAI Capital Management246$2.71K<0.01%+11613F-HRTimeline
Osbon Capital Management LLC242$2.67K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC230$2.54K<0.01%-2013F-HRTimeline
Financial Perspectives, Inc35$386<0.01%013F-HRTimeline
Bank & Trust Co32$353<0.01%013F-HRTimeline
Farther Finance Advisors, LLC26$291<0.01%-1,52613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.26$287<0.01%013F-HRTimeline
DANSKE BANK A/S3$33<0.01%new13F-HRTimeline
Tidemark, LLC1$16<0.01%013F-HRTimeline