$GOF

$8.58 -$0.06 (0.69%) Close

$GOF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 223.5M shares outstanding

Who owns GOF?

By type of holder

Institutions 22.0% Insiders 0.2% Everyone else 77.8%

Concentration Top 10 holders own 11.4%

Morgan Stanley 3.1% · Rivernorth Capital Management, LLC 1.2%

Institutional ownership

22.0%

+2.1 pts vs last qtr

Institutional holders

211

+9 vs last qtr

Net shares bought

+4.6M

by institutions in Q2 2026

New / sold out

36 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Kera Capital Partners, Inc. +1.7M
Rivernorth Capital Management, LLC +778.1K

Biggest sellers in Q2 2026

Morgan Stanley −1.3M
U.S. Capital Wealth Advisors, LLC SOLD OUT −316.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Guggenheim Strategic Opportunities Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Guggenheim Strategic Opportunities Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years45% 3–5 years15% 1–3 years8% Under 1 year33%

Quarterly turnover

12.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting GOF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	6.8M	3.06%	−1.3M (−15.9%)	≤2021	0.0%
Shares held by quarter Peak holding8.2M (Q3'25) Change over 8 quarters−462.9K Share of the company3.060% Morgan Stanley's full portfolio →
RC Rivernorth Capital Management, LLC	2.7M	1.19%	+778.1K (+41.2%)	Q4 '25	1.4%
Shares held by quarter Peak holding2.7M (Q2'26) Change over 8 quarters+2.7M Share of the company1.190% Rivernorth Capital Management, LLC's full portfolio →

Morgan Stanley

6.8M

% of company

3.06%

Change vs last qtr

−1.3M (−15.9%)

Held since

≤2021

Rivernorth Capital Management, LLC

2.7M

% of company

1.19%

Change vs last qtr

+778.1K (+41.2%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Guggenheim Strategic Opportunities Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GOF on Form N-PORT; together they hold 1.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$16.5M	1.5M	0.66%	1.98%	May 31, 2026
CS Cohen & Steers Closed-End Opportunity Fund, Inc. Cohen & Steers Closed-End Opportunity Fund, Inc.	$10.9M	996.8K	0.45%	2.86%	June 30, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$16.5M

% of company

0.66%

% of the fund

1.98%

As of

May 31, 2026

Cohen & Steers Closed-End Opportunity Fund, Inc.

Position value

$10.9M

% of company

0.45%

% of the fund

2.86%

As of

June 30, 2026

7 more funds behind a free account

See every fund holding Guggenheim Strategic Opportunities Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BR Barnes Randall C Insider	334.1K	0.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.150% Barnes Randall C's insider activity →
LT Lydon Thomas F JR Insider	8.7K	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Lydon Thomas F JR's insider activity →

Barnes Randall C

Insider

334.1K

% of company

0.15%

Change vs last qtr

—

Held since

—

Lydon Thomas F JR

Insider

8.7K

% of company

0.00%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Guggenheim Strategic Opportunities Fund.

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