ENVESTNET ASSET MANAGEMENT INC
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1407543
Berwyn, PA
Position in BWG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$703,237
+$234,002 QoQ
Shares Held
88,569
+44.8% QoQ
Ownership
0.527%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 48 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. BWG ranks #156 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in BWG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,237 | 88,569 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $469,235 | 61,178 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $610,398 | 72,927 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $407,152 | 46,907 | Shares | Sole | 2025-11-05 | |
| 2024-12-31 | $314,144 | 39,268 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $304,582 | 34,455 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $298,037 | 36,082 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $399,323 | 47,090 | Shares | Sole | 2024-05-13 | |
| 2021-12-31 | $275,747 | 23,548 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $321,238 | 25,658 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $499,557 | 39,616 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $783,960 | 65,005 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $787,382 | 63,041 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $683,083 | 59,347 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $751,265 | 65,101 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $139,739 | 13,258 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||