Who Owns BRANDYWINEGLOBAL INCOME OPPORTUNITIES (BWG)? -- Institutional Holders (2026-06-30)
57 institutions reported holding $60.2M of BRANDYWINEGLOBAL INCOME OPPORTUNITIES (BWG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($14.1M), Pathstone Holdings, LLC ($12.6M), Allspring Global Investments Holdings, LLC ($5.9M), Shaker Financial Services, LLC ($3.8M), WELLS FARGO & COMPANY/MN ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $14.1M | 1.8M | Added |
| 2 | Pathstone Holdings, LLC | $12.6M | 1.6M | Trimmed |
| 3 | Allspring Global Investments Holdings, LLC | $5.9M | 740,410 | Hold |
| 4 | Shaker Financial Services, LLC | $3.8M | 473,763 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $2.9M | 368,056 | Trimmed |
| 6 | Advisors Asset Management, Inc. | $2.6M | 333,628 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $2.4M | 307,360 | Added |
| 8 | GUGGENHEIM CAPITAL LLC | $2.4M | 298,799 | Added |
| 9 | Rareview Capital LLC | $1.5M | 179,226 | Added |
| 10 | LPL Financial LLC | $1.3M | 164,229 | Added |
| 11 | Invesco Ltd. | $1.3M | 161,123 | Trimmed |
| 12 | STEPHENS INC /AR/ | $1.3M | 158,573 | Added |
| 13 | Matisse Capital | $1.2M | 145,866 | Hold |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | $1.0M | 126,799 | Added |
| 15 | Royal Bank of Canada | $794,000 | 99,956 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $722,986 | 91,056 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $703,235 | 88,569 | Added |
| 18 | ECLECTIC ASSOCIATES INC /ADV | $352,862 | 44,441 | Added |
| 19 | NewEdge Advisors, LLC | $319,982 | 40,300 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $312,943 | 39,415 | Added |
| 21 | Apollon Wealth Management, LLC | $249,975 | 31,483 | Hold |
| 22 | Closed-End Fund Advisors, Inc. | $238,264 | 30,008 | Added |
| 23 | AMERIPRISE FINANCIAL INC | $233,355 | 29,390 | Added |
| 24 | AlphaCore Capital LLC | $230,260 | 29,000 | Trimmed |
| 25 | Logan Stone Capital, LLC | $181,230 | 22,825 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30