ENVESTNET ASSET MANAGEMENT INC
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1407543
Berwyn, PA
Position in BWG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$469,235
-$141,163 QoQ
Shares Held
61,178
-16.1% QoQ
Ownership
0.364%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. BWG ranks #179 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in BWG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||