NEW YORK, NY
BRANDYWINEGLOBAL-GLOBAL INCOME OPPORTUNITIES FUND INCBWG— Latest position per institution from SEC 13F filings
15
Institutional holders
7.72M
Total shares held
61.26M
Estimated value
386.02K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.77M
Value
14.06M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.59M
Value
12.64M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
740.41K
Value
5.88M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
473.76K
Value
3.76M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
368.06K
Value
2.92M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
333.63K
Value
2.65M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
307.36K
Value
2.44M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
298.80K
Value
2.37M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
254.10K
Value
2.03M
Filed
Dec 31, 2024
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
195.53K
Value
1.47M
Filed
Sep 30, 2023
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
179.23K
Value
1.49M
Filed
Jun 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
167.74K
Value
1.29M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
164.23K
Value
1.30M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
161.12K
Value
1.28M
Filed
Jun 30, 2026
STEPHENS INC /AR/
CIK 757657
Shares
158.57K
Value
1.26M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
145.87K
Value
1.16M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
126.80K
Value
1.01M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
99.96K
Value
794K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
91.06K
Value
722.99K
Filed
Jun 30, 2026
AVIANCE CAPITAL PARTNERS, LLC
CIK 1542383
Shares
90.99K
Value
731.56K
Filed
Jun 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.77M | 14.06M | Jun 30, 2026 |
| 2 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.59M | 12.64M | Jun 30, 2026 |
| 3 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 740.41K | 5.88M | Jun 30, 2026 |
| 4 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 473.76K | 3.76M | Jun 30, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 368.06K | 2.92M | Jun 30, 2026 |
| 6 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 333.63K | 2.65M | Jun 30, 2026 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 307.36K | 2.44M | Jun 30, 2026 |
| 8 | GUGGENHEIM CAPITAL LLC | 1283072 | 298.80K | 2.37M | Jun 30, 2026 |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 254.10K | 2.03M | Dec 31, 2024 |
| 10 | ADVISOR PARTNERS II, LLC | 1954015 | 195.53K | 1.47M | Sep 30, 2023 |
| 11 | RAREVIEW CAPITAL LLC | 2044533 | 179.23K | 1.49M | Jun 30, 2026 |
| 12 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 167.74K | 1.29M | Mar 31, 2026 |
| 13 | LPL FINANCIAL LLC | 1403438 | 164.23K | 1.30M | Jun 30, 2026 |
| 14 | INVESCO LTD. | 914208 | 161.12K | 1.28M | Jun 30, 2026 |
| 15 | STEPHENS INC /AR/ | 757657 | 158.57K | 1.26M | Jun 30, 2026 |
| 16 | MATISSE CAPITAL | 1668256 | 145.87K | 1.16M | Jun 30, 2026 |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 126.80K | 1.01M | Jun 30, 2026 |
| 18 | ROYAL BANK OF CANADA | 1000275 | 99.96K | 794K | Jun 30, 2026 |
| 19 | RAYMOND JAMES FINANCIAL INC | 720005 | 91.06K | 722.99K | Jun 30, 2026 |
| 20 | AVIANCE CAPITAL PARTNERS, LLC | 1542383 | 90.99K | 731.56K | Jun 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.