GUG Guggenheim Active Allocation Fund: institutional ownership and insider trading
49 funds reported holding $183M of Guggenheim Active Allocation Fund in their latest 13F filings; in Q2 2026 funds net bought $14.3M, with 9 new positions and 6 funds selling out; over the last 12 months insiders bought $4.99K and sold $47.6K on the open market.
Famous investors holding GUG
- Ken Griffin (Citadel Advisors): $514K, 0.0% of the portfolio
Largest institutional holders of GUG
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $45.8M
- 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) — $15.3M
- GUGGENHEIM CAPITAL LLC — $15.2M
- COHEN & STEERS, INC. (CNS) — $13.8M
- Atlas Wealth LLC — $13.6M
- Advisors Asset Management, Inc. — $12.8M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $12.5M
- Baird Financial Group, Inc. — $10.8M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $10.6M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $7.96M
Recent GUG insider trades
- Mar 6, 2026: Barnes Randall C sold 3,000 shares ($47.6K)
- Dec 18, 2025: Nyberg Ronald bought 321 shares ($4.99K)
- May 5, 2025: Nyberg Ronald bought 1,305 shares ($19.8K)
- Apr 1, 2025: Toupin Ronald E Jr bought 1,500 shares ($22.7K)
5%+ owners
- Morgan Stanley: 8.4% (Schedule 13G/A, filed Nov 7, 2025)