2 institutions reported holding $17.3M of GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS (GIBIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($17.3M), OAKWORTH CAPITAL, INC. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $17.3M | 729,398 | New |
| 2 | OAKWORTH CAPITAL, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30