FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,194.93-0.07%
XLE57.030.27%
STOXX50E5,860.32-0.39%
XLF51.810.77%
FTSE10,321.09-0.56%
IXIC24,850.820.06%
RUT2,788.360.05%
GSPC7,171.360.09%
Temp30.1°C
UV10.4
Feels35°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:04 PM
CUSIP 40167F101

GUGGENHEIM STRATEGIC OPPORTU

227 institutions · $506.1M total · 40,787,543 shares · GOF

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY7,019,138$90.4M17.20%2025-12-31
2LPL Financial LLC2,552,235$32.9M6.25%2025-12-31
3VERUS CAPITAL PARTNERS, LLC2,326,544$30.0M5.70%2025-12-31
4UBS Group AG1,668,898$21.5M4.09%2025-12-31
5ENVESTNET ASSET MANAGEMENT INC1,496,450$19.3M3.66%2025-12-31
6BlackRock, Inc.1,409,174$18.2M3.45%2025-12-31
7Invesco Ltd.1,322,981$17.0M3.24%2025-12-31
8Cetera Investment Advisers1,261,043$16.2M3.09%2025-12-31
9Logan Stone Capital, LLC990,476$12.8M2.42%2025-12-31
10Royal Bank of Canada947,767$12.2M2.32%2025-12-31
11Thomas J. Herzfeld Advisors, Inc.927,245$11.9M2.27%2025-12-31
12OSAIC HOLDINGS, INC.915,378$11.8M2.24%2025-12-31
13CreativeOne Wealth, LLC899,165$11.6M2.20%2025-12-31
14RIVERNORTH CAPITAL MANAGEMENT, LLC811,692$10.5M1.99%2025-12-31
15MML INVESTORS SERVICES, LLC795,221$10.2M1.94%2025-12-31
16TRUIST FINANCIAL CORP766,936$9.9M1.88%2025-12-31
17BANK OF AMERICA CORP /DE/504,365$7.6M1.23%2025-12-31
18Secure Asset Management, LLC545,539$7.0M1.33%2025-12-31
19RAYMOND JAMES FINANCIAL INC528,534$6.8M1.29%2025-12-31
20PETRA FINANCIAL ADVISORS INC458,316$5.9M1.12%2025-12-31
21Prime Capital Investment Advisors, LLC421,719$5.4M1.03%2025-12-31
22JANE STREET GROUP, LLC368,341$4.7M0.90%2025-12-31
23Kera Capital Partners, Inc.362,801$4.6M0.88%2025-12-31
24INTEGRITY ALLIANCE, LLC.333,371$4.3M0.81%2025-12-31
25U.S. Capital Wealth Advisors, LLC306,743$4.0M0.75%2025-12-31
26Retirement Planning Group, LLC287,555$3.7M0.70%2025-12-31
27Vestmark Advisory Solutions, Inc.247,477$3.2M0.60%2025-12-31
28ELEVATION POINT WEALTH PARTNERS, LLC247,477$3.2M0.60%2025-12-31
29Baird Financial Group, Inc.244,701$3.2M0.59%2025-12-31
30Private Advisor Group, LLC241,284$3.1M0.59%2025-12-31
31Richmond Brothers, Inc.240,545$3.1M0.58%2025-12-31
32Integrated Wealth Concepts LLC240,518$3.1M0.58%2025-12-31
33Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors202,327$3.0M0.49%2025-09-30
34Illumine Investment Management, LLC227,223$2.9M0.55%2025-12-31
35MOSAIC FAMILY WEALTH PARTNERS, LLC222,618$2.9M0.54%2025-12-31
36AMERIPRISE FINANCIAL INC222,545$2.9M0.54%2025-12-31
37Harpswell Capital Advisors, LLC198,923$2.6M0.48%2025-12-31
38Marks Group Wealth Management, Inc196,262$2.5M0.48%2025-12-31
39PNC Financial Services Group, Inc.176,257$2.3M0.43%2025-12-31
40XTX Topco Ltd170,088$2.2M0.41%2025-12-31
41PRINCIPAL SECURITIES, INC.169,603$2.2M0.41%2025-12-31
42COMMONWEALTH EQUITY SERVICES, LLC169,483$2.2M0.41%2025-12-31
43CARY STREET PARTNERS FINANCIAL LLC161,629$2.1M0.39%2025-12-31
44Tennessee Valley Asset Management Partners151,386$1.9M0.37%2025-12-31
45Kestra Advisory Services, LLC150,959$1.9M0.37%2025-12-31
46FLYNN ZITO CAPITAL MANAGEMENT, LLC142,091$1.8M0.34%2025-12-31
47AE Wealth Management LLC137,245$1.8M0.33%2025-12-31
48Noble Wealth Management PBC132,565$1.7M0.32%2025-12-31
49Capital Investment Advisory Services, LLC106,612$1.6M0.26%2025-09-30
50Smith Asset Management Co., LLC123,059$1.6M0.30%2025-12-31
51Keating Financial Advisory Services, Inc.118,128$1.5M0.28%2025-12-31
52Steward Partners Investment Advisory, LLC117,743$1.5M0.28%2025-12-31
53Founders Financial Alliance, LLC116,620$1.5M0.28%2025-12-31
54NewEdge Advisors, LLC114,671$1.5M0.28%2025-12-31
55TrueMark Investments, LLC109,842$1.4M0.26%2025-12-31
56Almanack Investment Partners, LLC.107,595$1.4M0.26%2025-12-31
57IFG Advisory, LLC95,343$1.2M0.23%2025-12-31
58Mutual Advisors, LLC95,119$1.2M0.23%2025-12-31
59AVANTAX ADVISORY SERVICES, INC.78,710$1.2M0.19%2025-06-30
60GREAT VALLEY ADVISOR GROUP, INC.90,270$1.2M0.22%2025-12-31
61Quantinno Capital Management LP87,593$1.1M0.21%2025-12-31
62Dynamic Advisor Solutions LLC84,576$1.1M0.20%2025-12-31
63MERCER GLOBAL ADVISORS INC /ADV80,964$1.0M0.19%2025-12-31
64PFG Investments, LLC79,661$1.0M0.19%2025-12-31
65J.W. COLE ADVISORS, INC.76,193$936.6K0.18%2025-12-31
66Atria Wealth Solutions, Inc.60,747$904.5K0.14%2025-06-30
67UMB Bank, n.a.70,038$902.1K0.17%2025-12-31
68Sigma Planning Corp69,542$895.7K0.17%2025-12-31
69Focus Financial Network, Inc.68,967$888.3K0.16%2025-12-31
70Kovack Advisors, Inc.68,423$881.3K0.16%2025-12-31
71PMG Family Office LLC56,296$843.3K0.13%2025-12-31
72Strategic Financial Concepts, LLC55,676$834.0K0.13%2025-09-30
73Western Wealth Management, LLC60,704$781.9K0.14%2025-12-31
74Geneos Wealth Management Inc.59,327$764.1K0.14%2025-12-31
75CHOREO, LLC57,067$746.2K0.13%2025-12-31
76Sovran Advisors, LLC55,684$712.8K0.13%2025-12-31
77Marex Group plc54,682$704.3K0.13%2025-12-31
78Focus Partners Wealth46,290$680.2K0.11%2025-12-31
79Sanctuary Advisors, LLC41,830$626.6K0.10%2025-12-31
80Brookstone Capital Management47,045$605.9K0.11%2025-12-31
81Mallini Complete Financial Planning LLC46,833$603.2K0.11%2025-12-31
82Fiduciary Alliance LLC45,581$587.1K0.11%2025-12-31
83Discipline Wealth Solutions, LLC45,489$585.9K0.11%2025-12-31
84OPPENHEIMER & CO INC45,469$585.6K0.11%2025-12-31
85Parisi Gray Wealth Management45,001$579.6K0.11%2025-12-31
86Garden State Investment Advisory Services LLC43,478$560.0K0.10%2025-12-31
87New England Private Wealth Advisors LLC43,327$558.1K0.10%2025-12-31
88CAPTRUST FINANCIAL ADVISORS42,857$552.0K0.10%2025-12-31
89PRIVATE TRUST CO NA42,413$546.3K0.10%2025-12-31
90Buska Wealth Management, LLC38,013$489.6K0.09%2025-12-31
91Jacobi Capital Management LLC37,772$486.5K0.09%2025-12-31
92GPS Wealth Strategies Group, LLC31,504$471.9K0.07%2025-09-30
93INSIGNEO ADVISORY SERVICES, LLC35,166$452.9K0.08%2025-12-31
94Orion Porfolio Solutions, LLC34,598$445.6K0.08%2025-12-31
95NOMURA HOLDINGS INC34,129$439.6K0.08%2025-12-31
96WFA Asset Management Corp27,038$426.1K0.06%2025-09-30
97Equitable Holdings, Inc.31,885$410.7K0.07%2025-12-31
98LANDSCAPE CAPITAL MANAGEMENT, L.L.C.31,870$410.5K0.07%2025-12-31
99Bank of New York Mellon Corp31,505$405.8K0.07%2025-12-31
100Apollon Wealth Management, LLC31,445$405.0K0.07%2025-12-31
101Summit Financial, LLC25,943$388.6K0.06%2025-09-30
102Merit Financial Group, LLC29,082$374.6K0.07%2025-12-31
103Presper Financial Architects, LLC27,749$357.4K0.06%2025-12-31
104Capital CS Group, LLC27,664$356.3K0.06%2025-12-31
105DAVENPORT & Co LLC27,602$355.5K0.06%2025-12-31
106Compound Planning, Inc.27,591$355.4K0.06%2025-12-31
107Disciplined Investments, LLC27,211$350.5K0.06%2025-12-31
108STIFEL FINANCIAL CORP26,798$345.2K0.06%2025-12-31
109Encompass More Asset Management26,325$339.1K0.06%2025-12-31
110JB Capital LLC25,886$333.4K0.06%2025-12-31
111Prosperity Wealth Management, Inc.21,784$326.3K0.05%2025-09-30
112Realta Investment Advisors21,383$320.3K0.05%2025-09-30
113GREENBERG FINANCIAL GROUP24,791$319.3K0.06%2025-12-31
114Perennial Investment Advisors, LLC24,460$315.0K0.05%2025-12-31
115Patriot Financial Group Insurance Agency, LLC23,857$307.3K0.05%2025-12-31
116Rockefeller Capital Management L.P.23,646$304.6K0.05%2025-12-31
117Global Retirement Partners, LLC23,634$304.4K0.05%2025-12-31
118B. Riley Wealth Advisors, Inc.22,939$295.4K0.05%2025-12-31
119Stratos Wealth Partners, LTD.22,511$289.9K0.05%2025-12-31
120David J Yvars Group21,693$278.9K0.05%2025-12-31
121NBC SECURITIES, INC.21,643$278.8K0.05%2025-12-31
122United Advisor Group, LLC21,532$277.3K0.05%2025-12-31
123Bauman Advisory Group, LLC20,660$266.1K0.05%2025-12-31
124HighTower Advisors, LLC20,445$263.3K0.05%2025-12-31
125Wagner Wealth Management, LLC19,698$253.7K0.04%2025-12-31
126TWO SIGMA SECURITIES, LLC19,610$252.6K0.04%2025-12-31
127COMERICA BANK19,392$249.8K0.04%2025-12-31
128NORTHSTAR ASSET MANAGEMENT INC19,005$244.8K0.04%2025-12-31
129Moors & Cabot, Inc.18,705$240.9K0.04%2025-12-31
130Waverly Advisors, LLC18,697$240.8K0.04%2025-12-31
131FIRETHORN WEALTH PARTNERS, LLC18,042$232.4K0.04%2025-12-31
132MELFA WEALTH MANAGEMENT, INC.17,950$231.2K0.04%2025-12-31
133&PARTNERS14,970$224.2K0.03%2025-09-30
134Semus Wealth Partners LLC14,486$217.0K0.03%2025-09-30
135INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC16,814$216.6K0.04%2025-12-31
136VISTA INVESTMENT PARTNERS II, LLC16,242$209.2K0.03%2025-12-31
137KESTRA PRIVATE WEALTH SERVICES, LLC16,044$206.6K0.03%2025-12-31
138Foundations Investment Advisors, LLC15,327$197.4K0.03%2025-12-31
139Annex Advisory Services, LLC15,171$195.4K0.03%2025-12-31
140Vantage Financial Partners, LLC12,951$194.0K0.03%2025-09-30
141Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,539$187.3K0.03%2025-12-31
142CoreCap Advisors, LLC13,764$177.3K0.03%2025-12-31
143Creative Planning13,669$176.1K0.03%2025-12-31
144Aptus Capital Advisors, LLC11,374$170.4K0.02%2025-09-30
145Ameritas Advisory Services, LLC11,336$169.8K0.02%2025-09-30
146Quad-Cities Investment Group, LLC13,145$169.3K0.03%2025-12-31
147LVZ, Inc.12,682$163.3K0.03%2025-12-31
148Claro Advisors LLC10,876$162.9K0.02%2025-09-30
149Main Street Financial Solutions, LLC12,613$162.5K0.03%2025-12-31
150IHT Wealth Management, LLC10,600$158.8K0.02%2025-09-30
151DAYMARK WEALTH PARTNERS, LLC12,301$158.4K0.03%2025-12-31
152Beacon Financial Advisory LLC10,296$154.2K0.02%2025-09-30
153Uniting Wealth Partners, LLC10,000$149.8K0.02%2025-09-30
154Kingsview Wealth Management, LLC11,166$143.8K0.02%2025-12-31
155WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,906$142.2K0.02%2025-12-31
156Core Wealth Partners LLC10,979$141.4K0.02%2025-12-31
157Altus Wealth Group LLC10,092$130.0K0.02%2025-12-31
158Kapstone Financial Advisors LLC10,070$129.7K0.02%2025-12-31
159Elm3 Financial Group, LLC10,026$129.1K0.02%2025-12-31
160Gridiron Partners, LLC10,000$128.8K0.02%2025-12-31
161Ausdal Financial Partners, Inc.9,863$127.0K0.02%2025-12-31
162HARBOUR INVESTMENTS, INC.9,478$122.1K0.02%2025-12-31
163BNP PARIBAS FINANCIAL MARKETS9,351$120.4K0.02%2025-12-31
164Triumph Capital Management8,285$106.7K0.02%2025-12-31
165EASTERN BANK8,073$104.0K0.01%2025-12-31
166MPWM ADVISORY SOLUTIONS, LLC7,000$90.2K0.01%2025-12-31
167Larson Financial Group LLC6,779$87.3K0.01%2025-12-31
168Advisory Services Network, LLC5,625$84.3K0.01%2025-09-30
169Sunbelt Securities, Inc.5,559$71.6K0.01%2025-12-31
170WELLS FARGO & COMPANY/MN5,438$70.0K0.01%2025-12-31
171NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,184$68.7K0.00%2025-12-31
172Canal Capital Management, LLC64,252$64.3K0.15%2025-09-30
173Future Financial Wealth Managment LLC4,000$59.9K0.00%2025-09-30
174COUNTRY TRUST BANK4,000$51.5K0.00%2025-12-31
175CIBC Private Wealth Group LLC3,826$49.3K0.00%2025-12-31
176Anfield Capital Management, LLC3,654$47.1K0.00%2025-12-31
177WOLVERINE ASSET MANAGEMENT LLC3,038$39.1K0.00%2025-12-31
178Nova Wealth Management, Inc.2,940$37.9K0.00%2025-12-31
179EverSource Wealth Advisors, LLC2,461$31.7K0.00%2025-12-31
180Arax Advisory Partners2,277$29.3K0.00%2025-12-31
181Cape Investment Advisory, Inc.2,230$28.7K0.00%2025-12-31
182Aspect Partners, LLC1,809$27.1K0.00%2025-09-30
183FSA Wealth Management LLC1,761$26.4K0.00%2025-09-30
184Allworth Financial LP1,761$22.7K0.00%2025-12-31
185Aventura Private Wealth, LLC1,300$20.2K0.00%2025-12-31
186Farther Finance Advisors, LLC1,552$20.0K0.00%2025-12-31
187Kentucky Trust Co1,500$19.3K0.00%2025-12-31
188IFP Advisors, Inc1,285$16.6K0.00%2025-12-31
189Kozak & Associates, Inc.1,239$16.0K0.00%2025-12-31
190Strategic Advocates LLC1,106$14.2K0.00%2025-12-31
191ASSETMARK, INC1,056$13.6K0.00%2025-12-31
192J.Safra Asset Management Corp843$12.6K0.00%2025-09-30
193Parallel Advisors, LLC930$12.0K0.00%2025-12-31
194COHEN & STEERS, INC.771,789$9.9K1.89%2025-12-31
195Wealthspire Advisors, LLC656$9.8K0.00%2025-09-30
196Darwin Wealth Management, LLC750$9.7K0.00%2025-12-31
197AMERIFLEX GROUP, INC.743$9.6K0.00%2025-12-31
198Spire Wealth Management722$9.3K0.00%2025-12-31
199Gen-Wealth Partners Inc659$8.5K0.00%2025-12-31
200MATHER GROUP, LLC.365$5.5K0.00%2025-09-30
201Janney Montgomery Scott LLC406,306$5.2K0.99%2025-12-31
202Newbridge Financial Services Group, Inc.325$4.9K0.00%2025-09-30
203MCGUIRE CAPITAL ADVISORS INC300$3.9K0.00%2025-12-31
204HIGHLINE WEALTH PARTNERS LLC250$3.2K0.00%2025-12-31
205WEDBUSH SECURITIES INC191,607$2.5K0.46%2025-12-31
206Cambridge Investment Research Advisors, Inc.154,281$2.0K0.37%2025-12-31
207MAI Capital Management130$1.7K0.00%2025-12-31
208Thrivent Financial for Lutherans76,799$9850.18%2025-12-31
209Ares Financial Consulting, LLC54$6940.00%2025-12-31
210Financial Perspectives, Inc35$4510.00%2025-12-31
211Capital Analysts, LLC33,096$4260.08%2025-12-31
212Bank & Trust Co32$4120.00%2025-12-31
213Marshall & Sterling Wealth Advisors Inc.26$3350.00%2025-12-31
214Virtu Financial LLC16,065$2070.03%2025-12-31
215TSFG, LLC11,516$1480.02%2025-12-31
216Smartleaf Asset Management LLC6$1010.00%2025-09-30
217Winch Advisory Services, LLC6$960.00%2025-09-30
218DV Trading LLC2$260.00%2025-12-31
219CWM, LLC1,500$190.00%2025-12-31
220Tidemark, LLC1$180.00%2025-12-31
221DANSKE BANK A/S1$160.00%2025-12-31
222FMR LLC1$140.00%2025-09-30
223HAZLETT, BURT & WATSON, INC.1,100$140.00%2025-12-31
224HUNTINGTON NATIONAL BANK1$130.00%2025-12-31
225CITIGROUP INC1$130.00%2025-12-31
226PIN OAK INVESTMENT ADVISORS INC875$110.00%2025-12-31
227Roble, Belko & Company, Inc498$60.00%2025-12-31