BrandywineGLOBAL-Global Income Opportunities Fund Inc - BWG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,784,426 | 14,935 | 0.0% | 0.0% | 1 | -85,702 | -4.58% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 1,670,131 | 13,978 | 0.05% | — | 2 | +1,670,131 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 740,410 | 6,197 | 0.01% | 0.01% | 3 | -33,826 | -4.37% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 496,150 | 4,152 | 0.0% | 0.0% | 4 | -5,325 | -1.06% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 447,140 | 3,742 | 0.06% | 0.05% | 5 | +141,580 | 46.33% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 379,875 | 3,179 | 0.0% | 0.0% | 6 | -33,101 | -8.02% | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 308,292 | 2,580 | 0.82% | 1.05% | 7 | -41,682 | -11.91% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Added to | 186,471 | 1,560 | 0.0% | 0.0% | 8 | +9,840 | 5.57% | Q4 2025 | Feb 19, 2026 |
| Matisse Capital | History | Reduced | 145,866 | 1,220 | 0.54% | 0.59% | 9 | -4,034 | -2.69% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 145,251 | 1,215 | 0.01% | 0.01% | 10 | -680 | -0.47% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 135,311 | 1,132 | 0.01% | 0.01% | 11 | +388 | 0.29% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 133,582 | 1,118 | 0.0% | 0.0% | 12 | -16,806 | -11.18% | Q4 2025 | Feb 11, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 109,562 | 917 | 0.76% | 0.91% | 13 | -18,364 | -14.36% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 94,542 | 791 | 0.01% | 0.02% | 14 | -155,637 | -62.21% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 78,181 | 654 | 0.0% | 0.0% | 15 | +1,765 | 2.31% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 72,927 | 610 | 0.0% | 0.0% | 16 | +26,020 | 55.47% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 66,845 | 559 | 0.0% | — | 17 | +66,845 | New | Q4 2025 | Feb 17, 2026 |
| Rareview Capital LLC | History | Added to | 55,876 | 464 | 0.3% | 0.15% | 18 | +25,671 | 84.99% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 51,819 | 433 | 0.0% | 0.0% | 19 | +6,221 | 13.64% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 49,454 | 413 | 0.0% | 0.0% | 20 | +27,313 | 123.36% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 45,000 | 376 | 0.0% | 0.0% | 21 | -2,100 | -4.46% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 34,034 | 284 | 0.0% | 0.0% | 22 | -8,458 | -19.9% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,522 | 272 | 0.0% | 0.0% | 23 | -11,108 | -25.46% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 31,483 | 263 | 0.0% | 0.0% | 24 | +2,993 | 10.51% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | No change | 31,000 | 259 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 27,441 | 229 | 0.04% | — | 26 | +27,441 | New | Q4 2025 | Feb 03, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 20,586 | 172 | 0.1% | — | 27 | +20,586 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,191 | 169 | 0.0% | 0.0% | 28 | +5 | 0.02% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,635 | 164 | 0.0% | 0.0% | 29 | -4,808 | -19.67% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | No change | 19,133 | 160 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 18,000 | 150 | 0.11% | — | 31 | +18,000 | New | Q4 2025 | Mar 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 16,910 | 141 | 0.01% | — | 32 | +16,910 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,266 | 119 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 12,177 | 101 | 0.0% | 0.01% | 34 | +113 | 0.94% | Q4 2025 | Jan 26, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 11,013 | 92 | 0.01% | — | 35 | +11,013 | New | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,538 | 88 | 0.0% | 0.0% | 36 | -1,956 | -15.66% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | New | 7,016 | 58 | 0.0% | — | 37 | +7,016 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,397 | 36 | 0.0% | 0.0% | 38 | +3,397 | 339.7% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,112 | 26 | 0.0% | — | 39 | +3,112 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,900 | 24 | 0.0% | 0.0% | 40 | -600 | -17.14% | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Reduced | 2,034 | 17 | 0.0% | 0.0% | 41 | -1,187 | -36.85% | Q4 2025 | Jan 29, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,384 | 11 | 0.01% | 0.01% | 42 | -115 | -7.67% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 703 | 5 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | No change | 665 | 5 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 330 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,169 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Apr 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |