# GUGGENHEIM ACTIVE ALLOC FD (GUG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GUG/

- Reporting holders: 2
- Reported value: $27.7K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $22.6K | 1,600 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.1K | 357 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $27.7K |
| Q2 2026 | 46 | $183.5M |
| Q1 2026 | 44 | $165.3M |
| Q4 2025 | 53 | $178.0M |
| Q3 2025 | 51 | $163.1M |
| Q2 2025 | 49 | $169.7M |
| Q1 2025 | 51 | $143.7M |
| Q4 2024 | 57 | $145.4M |
| Q3 2024 | 49 | $149.3M |
| Q2 2024 | 51 | $131.7M |
| Q1 2024 | 50 | $178.9M |
| Q4 2023 | 44 | $170.6M |