Who Owns Guggenheim Strategic Opportunities Fund Stock?
NYSE: GOFFinanceFinance/Investors ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 2:11 PM ET
Ownership breakdown
- Held by institutions
- 23.49%
- Held by insiders
- 0.00%
- Institutional holders
- 235
- Institutions 23.5%
- Insiders 0.0%
- Public and other 76.5%
Who owns Guggenheim Strategic Opportunities Fund stock?
Institutional investors own about 23.5% of Guggenheim Strategic Opportunities Fund's shares, spread across 235 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of GOF.
The largest institutional holders are Morgan Stanley (3.23%), RiverNorth Capital Management, LLC (1.26%) and Estate Planners Group, LLC (1.16%). Together, the top 10 institutions control 12.1% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their GOF positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of GOF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 6.85M | 3.23% | -15.9% |
| RiverNorth Capital Management, LLC | 2.67M | 1.26% | +41.2% |
| Estate Planners Group, LLC | 2.46M | 1.16% | +4.0% |
| LPL Financial LLC | 2.45M | 1.15% | -2.7% |
| Verus Capital Partners, LLC | 2.40M | 1.13% | -3.0% |
| UBS Group AG | 2.07M | 0.98% | +8.0% |
| Kera Capital Partners, Inc. | 1.79M | 0.84% | +4579.4% |
| Envestnet Asset Management Inc. | 1.73M | 0.82% | +18.2% |
| Invesco Ltd. | 1.57M | 0.74% | +7.6% |
| Cetera Investment Advisers | 1.56M | 0.74% | +24.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of GOF
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 1.54M | 0.73% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 996.79K | 0.47% |
| Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc | 179.50K | 0.08% |
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 155.29K | 0.07% |
| WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund | 151.41K | 0.07% |
| Elevation Series Trust-RiverNorth Active Income ETF | 46.72K | 0.02% |
| WisdomTree Digital TRT-WisdomTree Private Credit and Alternative Incom | 10.40K | 0.00% |
| Unified Series Trust-Absolute CEF Opportunities | 814 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Guggenheim Strategic Opportunities Fund?
Morgan Stanley is the largest institutional shareholder of GOF, owning 3.23% of shares outstanding (6.85M shares) as of its latest 13F filing.
What percentage of Guggenheim Strategic Opportunities Fund is owned by institutions?
Institutions own about 23.5% of GOF shares and 23.5% of the public float.
How much of Guggenheim Strategic Opportunities Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of GOF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.