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GUG

GUGGENHEIM ACTIVE ALLOC FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

GUGGENHEIM ACTIVE ALLOC FD (GUG) is held by 50 institutional investors with combined holdings of $140M. Major holders include MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, BANK OF AMERICA CORP /DE/.

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Institutional Holders
50
Total Value
$140.1M
Ownership %
27.8%

🏦 Top Institutional Holders

MORGAN STANLEY
2.8M shares
$42.7M
8.44% ownership
GUGGENHEIM CAPITAL LLC
950.0K shares
$14.6M
2.88% ownership
BANK OF AMERICA CORP /DE/
885.0K shares
$13.6M
2.68% ownership
Advisors Asset Management, Inc.
835.9K shares
$12.8M
2.53% ownership
COHEN & STEERS, INC.
748.1K shares
$11.5M
2.27% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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