GUG
GUGGENHEIM ACTIVE ALLOC FD
Institutional Ownership · Q4 2025
Filing: Q4 2025GUGGENHEIM ACTIVE ALLOC FD (GUG) is held by 50 institutional investors with combined holdings of $140M. Major holders include MORGAN STANLEY (MS, MS-P, GUGGENHEIM CAPITAL LLC, BANK OF AMERICA CORP /DE/.
Institutional Holders
50
Total Value
$140.1M
Ownership %
27.8%
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
2.8M shares
$42.7M
8.44% ownership
GUGGENHEIM CAPITAL LLC
950.0K shares
$14.6M
2.88% ownership
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)
885.0K shares
$13.6M
2.68% ownership
Advisors Asset Management, Inc.
835.9K shares
$12.8M
2.53% ownership
COHEN & STEERS, INC. (CNS)
748.1K shares
$11.5M
2.27% ownership