Guggenheim Macro Oppty Inst

GIOIX

Institutions

Combined AUM (Q2 2026)

$739,031

Combined Shares (Q2 2026)

30,229

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+2,587

3 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-1,294

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+1,293

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$739,031

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ethos Financial Group, LLC	0.04%	0.05%	#1	$662,009	27,098	$656,549	26,743	+355+1.33%	Add
KELLEHER FINANCIAL ADVISORS	0.01%	0.01%	#2	$44,944	1,827	$22,077	899	+928+103.23%	Add
Financial Gravity Companies, Inc.	0.01%	—	#3	$32,078	1,304	$0	0	+1,304	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow