NEW YORK, NY
BRANDYWINEGLOBAL-GLOBAL INCOME OPPORTUNITIES FUND INCBWG— Latest position per institution from SEC 13F filings
15
Institutional holders
7.48M
Total shares held
57.63M
Estimated value
374.10K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.76M
Value
13.50M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.67M
Value
12.82M
Filed
Mar 31, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
740.41K
Value
5.68M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
468.57K
Value
3.59M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
396K
Value
3.04M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
335.88K
Value
2.58M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
286.82K
Value
2.20M
Filed
Mar 31, 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
INVESCO LTD.
CIK 914208
Shares
189.20K
Value
1.45M
Filed
Mar 31, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
167.74K
Value
1.29M
Filed
Mar 31, 2026
STEPHENS INC /AR/
CIK 757657
Shares
158.53K
Value
1.22M
Filed
Mar 31, 2026
MATISSE CAPITAL
CIK 1668256
Shares
145.87K
Value
1.12M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
145.56K
Value
1.12M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
118.03K
Value
905.29K
Filed
Mar 31, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
114.31K
Value
949.93K
Filed
Mar 31, 2026
AVIANCE CAPITAL PARTNERS, LLC
CIK 1542383
Shares
90.99K
Value
731.56K
Filed
Jun 30, 2023
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
88.20K
Value
676.49K
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
81.08K
Value
622K
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
72.51K
Value
641.01K
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.76M | 13.50M | Mar 31, 2026 |
| 2 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.67M | 12.82M | Mar 31, 2026 |
| 3 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 740.41K | 5.68M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 468.57K | 3.59M | Mar 31, 2026 |
| 5 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 396K | 3.04M | Mar 31, 2026 |
| 6 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 335.88K | 2.58M | Mar 31, 2026 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 286.82K | 2.20M | Mar 31, 2026 |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 254.10K | 2.03M | Dec 31, 2024 |
| 9 | ADVISOR PARTNERS II, LLC | 1954015 | 195.53K | 1.47M | Sep 30, 2023 |
| 10 | INVESCO LTD. | 914208 | 189.20K | 1.45M | Mar 31, 2026 |
| 11 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 167.74K | 1.29M | Mar 31, 2026 |
| 12 | STEPHENS INC /AR/ | 757657 | 158.53K | 1.22M | Mar 31, 2026 |
| 13 | MATISSE CAPITAL | 1668256 | 145.87K | 1.12M | Mar 31, 2026 |
| 14 | LPL FINANCIAL LLC | 1403438 | 145.56K | 1.12M | Mar 31, 2026 |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 118.03K | 905.29K | Mar 31, 2026 |
| 16 | RAREVIEW CAPITAL LLC | 2044533 | 114.31K | 949.93K | Mar 31, 2026 |
| 17 | AVIANCE CAPITAL PARTNERS, LLC | 1542383 | 90.99K | 731.56K | Jun 30, 2023 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 88.20K | 676.49K | Mar 31, 2026 |
| 19 | ROYAL BANK OF CANADA | 1000275 | 81.08K | 622K | Mar 31, 2026 |
| 20 | RAYMOND JAMES & ASSOCIATES | 1084208 | 72.51K | 641.01K | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.