Who Owns GUGGENHEIM (CSD)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $98.6M of GUGGENHEIM (CSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($16.0M), RAYMOND JAMES FINANCIAL INC ($10.3M), BANK OF AMERICA CORP /DE/ ($7.8M), Chicago Partners Investment Group LLC ($7.7M), Brookstone Capital Management ($6.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$16.0M106,675Added
2RAYMOND JAMES FINANCIAL INC$10.3M68,668Added
3BANK OF AMERICA CORP /DE/$7.8M52,252Added
4Chicago Partners Investment Group LLC$7.7M56,715Trimmed
5Brookstone Capital Management$6.9M46,389New
6Private Advisor Group, LLC$6.8M45,618Added
7COMMONWEALTH EQUITY SERVICES, LLC$4.5M29,875Added
8SBI Okasan Asset Management Co.Ltd.$3.6M24,460New
9TWO SIGMA INVESTMENTS, LP$3.0M19,700New
10OSAIC HOLDINGS, INC.$2.9M19,534Added
11Del-Sette Capital Management, LLC$2.6M17,416Added
12Institute for Wealth Management, LLC.$2.4M15,758Hold
13AMERIPRISE FINANCIAL INC$2.2M14,905Added
14MORGAN STANLEY$2.2M14,782Added
15NewEdge Advisors, LLC$2.1M14,062New
16JONES FINANCIAL COMPANIES LLLP$1.6M11,016Added
17Thrivent Financial for Lutherans$1.6M10,419Added
18Occidental Asset Management, LLC$1.5M10,000Hold
19Peak Asset Management, LLC$1.5M9,931Hold
20GOLDMAN SACHS GROUP INC$1.4M9,589New
21Sigma Planning Corp$1.4M9,120New
22Phocas Financial Corp.$1.1M7,400Hold
23Integrated Wealth Concepts LLC$1.1M7,254Added
24Regatta Research & Money Management$968,1486,465New
25Hikari Tsushin, Inc.$734,2244,903Hold

Source: SEC Form 13F filings · as of 2026-06-30