GUG (Guggenheim Active Allocation Fund) Institutional Ownership: 32.08% (As of Jul. 27, 2026)

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GUG Guggenheim Active Allocation Fund GUG
32 GF Score
Price $15.38
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What is Guggenheim Active Allocation Fund Institutional Ownership?

Guggenheim Active Allocation Fund GUG -0.13% 32 Institutional Ownership is 32.08% as of Jul. 27, 2026. GuruFocus rates GUG with a GF Score™ of 32/100. The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Guggenheim Active Allocation Fund's institutional ownership is 32.08%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Guggenheim Active Allocation Fund's Insider Ownership is 0.25%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Guggenheim Active Allocation Fund's Float Percentage Of Total Shares Outstanding is 0.00%.

Guggenheim Active Allocation Fund Institutional Ownership Historical Data

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The historical data trend for Guggenheim Active Allocation Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Guggenheim Active Allocation Fund Institutional Ownership Chart

Guggenheim Active Allocation Fund Historical Data

The historical data trend for Guggenheim Active Allocation Fund can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 1.24 1.24 1.24 1.24 1.24 1.24 1.54 1.54 1.52 1.57
GUG
32GF Score
Guggenheim Active Allocation Fund GUG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Guggenheim Active Allocation Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 32.08% mean?
Guggenheim Active Allocation Fund (GUG) has a Institutional Ownership of 32.08% as of Jul. 27, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Guggenheim Active Allocation Fund and its competitors.
Is Guggenheim Active Allocation Fund's Institutional Ownership too high?
Guggenheim Active Allocation Fund's current Institutional Ownership is 32.08%. Overall, Guggenheim Active Allocation Fund has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Guggenheim Active Allocation Fund's Institutional Ownership compare to WIW and BGY?
Guggenheim Active Allocation Fund's Institutional Ownership of 32.08% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Guggenheim Active Allocation Fund and its competitors. Guggenheim Active Allocation Fund's current Institutional Ownership is 32.08%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Guggenheim Active Allocation Fund stock overvalued right now?
Guggenheim Active Allocation Fund (GUG) has a current Institutional Ownership of 32.08%. The current Institutional Ownership is 32.08%. Guggenheim Active Allocation Fund's overall GF Score™ is 32/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Guggenheim Active Allocation Fund (GUG), the current Institutional Ownership is 32.08% as of Jul. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Guggenheim Active Allocation Fund Business Description

Address 227 West Monroe Street, Chicago, IL, USA, 60606
Guggenheim Active Allocation Fund is a diversified closed-end management investment company. The fund's investment objective is to maximize total return through a combination of current income and capital appreciation. The company invests in both fixed-income and other debt instruments selected from a variety of sectors and credit qualities, and may also invest in equities. It uses tactical asset allocation models to determine the optimal allocation of its assets between fixed-income and equity securities. A majority of its investments are made in corporate bonds and the rest in senior floating rate interests, asset-backed securities, preferred stocks, and other securities.
32GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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