BWG · BrandywineGLOBAL-Global Income Opportunities Fund Inc

$7.58 -0.05 (-0.66%) At close · Sep 1

Market Cap

$130.81M

16.79M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 48

Total Value: $60,181,044

Total Shares: 7,579,479

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 48 13F filers · Δ vs Mar 31, 2026

Top Holder

23.4%

−0.4 pts

Top 5

65.2%

−2.8 pts

Top 10

82.2%

−1.2 pts

HHI

1,229

Broadly held−84

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -4

Institutional value: +5.9%

Shares held: +1.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large GUGGENHEIM CAPITAL LLC	+264,733	298,799
Small Shaker Financial Services, LLC	+77,768	473,763
Small Rareview Capital LLC	+64,914	179,226
Mega ENVESTNET ASSET MANAGEMENT INC	+27,391	88,569
Mega BANK OF AMERICA CORP /DE/	+20,544	307,360

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega WELLS FARGO & COMPANY/MN	−100,519	368,056
Large Pathstone Holdings, LLC	−80,231	1,591,786
Mega Invesco Ltd.	−28,073	161,123
Small Logan Stone Capital, LLC	−20,172	22,825
Large NewEdge Advisors, LLC	−3,800	40,300

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Virtu Financial LLC	16,180	$128,469
Mid XTX Topco Ltd	12,479	$99,083
Mega JANE STREET GROUP, LLC	12,269	$97,415
Mid Global Retirement Partners, LLC	8,272	$65,679
Mid Farther Finance Advisors, LLC	113	$897

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Private Advisor Group, LLC	167,744	$1,286,596
Micro Alexander Randolph Advisory, Inc.	41,529	$318,527
Small Integrity Advisory Solutions, LLC	12,618	$96,780
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,390	$95,031
Micro Hamrick Investment Counsel, llc	2,000	$15,340

Filter: New 5 Increased 20 Reduced 10 Sold out 9 Unchanged 13

Showing 48 of 48

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$14,064,343

23.37%

1,771,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	170,676	$1,355,167	9.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,600,652	$12,709,176	90.4%	Defined

Pathstone Holdings, LLC

$12,638,780

21.00%

1,591,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	1,585,657	$12,590,116	99.6%	Defined
Held directly	6,129	$48,664	0.4%	Sole

Allspring Global Investments Holdings, LLC

$5,878,855

9.77%

740,410

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	740,410	$5,878,855	100.0%	Defined

Shaker Financial Services, LLC

$3,761,678

6.25%

473,763

WELLS FARGO & COMPANY/MN

$2,922,364

4.86%

368,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	84,373	$669,921	22.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	283,683	$2,252,443	77.1%	Defined

Advisors Asset Management, Inc.

$2,649,006

4.40%

333,628

BANK OF AMERICA CORP /DE/

$2,440,438

4.06%

307,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	307,360	$2,440,438	100.0%	Defined

GUGGENHEIM CAPITAL LLC

$2,372,463

3.94%

298,799

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	297,137	$2,359,267	99.4%	Defined
SECURITY INVESTORS LLC	1,662	$13,196	0.6%	Defined

Rareview Capital LLC

$1,423,054

2.36%

179,226

LPL Financial LLC

$1,303,978

2.17%

164,229

Invesco Ltd.

$1,279,316

2.13%

161,123

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	161,123	$1,279,316	100.0%	Defined

STEPHENS INC /AR/

$1,259,069

2.09%

158,573

Matisse Capital

$1,158,176

1.92%

145,866

WOLVERINE ASSET MANAGEMENT LLC

$1,006,784

1.67%

126,799

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	126,799	$1,006,784	100.0%	Defined

ROYAL BANK OF CANADA

$793,650

1.32%

99,956

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	99,956	$793,650	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$722,984

1.20%

91,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	73,897	$586,742	81.2%	Defined
Raymond James Financial Services Advisors, Inc.	17,159	$136,242	18.8%	Defined

ENVESTNET ASSET MANAGEMENT INC

$703,237

1.17%

88,569

ECLECTIC ASSOCIATES INC /ADV

$352,861

0.59%

44,441

NewEdge Advisors, LLC

$319,982

0.53%

40,300

OSAIC HOLDINGS, INC.

$312,955

0.52%

39,415

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	39,415	$312,955	100.0%	Defined

Apollon Wealth Management, LLC

$249,975

0.42%

31,483

Closed-End Fund Advisors, Inc.

$238,263

0.40%

30,008

AMERIPRISE FINANCIAL INC

$233,356

0.39%

29,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	29,390	$233,356	100.0%	Defined

AlphaCore Capital LLC

$230,260

0.38%

29,000

Logan Stone Capital, LLC

$181,230

0.30%

22,825

COMMONWEALTH EQUITY SERVICES, LLC

$160,443

0.27%

20,207

UBS Group AG

$153,766

0.26%

19,366

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	19,366	$153,766	100.0%	Defined

Van Diest Capital, LLC

$152,344

0.25%

19,187

Cerity Partners LLC

$151,916

0.25%

19,133

Cetera Investment Advisers

$145,881

0.24%

18,373

Virtu Financial LLC

$128,469

0.21%

16,180

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	16,180	$128,469	100.0%	Defined

EVOLVE PRIVATE WEALTH, LLC

$126,126

0.21%

15,885

FLAX POND CAPITAL, LLC

$119,100

0.20%

15,000

OPPENHEIMER & CO INC

$113,272

0.19%

14,266

XTX Topco Ltd

$99,083

0.16%

12,479

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	12,479	$99,083	100.0%	Defined

PFG Investments, LLC

$98,170

0.16%

12,364

JANE STREET GROUP, LLC

$97,415

0.16%

12,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	8,163	$64,814	66.5%	Defined
Jane Street Global Trading, LLC	4,106	$32,601	33.5%	Defined

Global Retirement Partners, LLC

$65,679

0.11%

8,272

Pinnacle Wealth Planning Services, Inc.

$19,087

0.03%

2,404

FIFTH THIRD BANCORP

$15,483

0.03%

1,950

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	1,950	$15,483	100.0%	Defined

WPG Advisers, LLC

$11,902

0.02%

1,499

WHITTIER TRUST CO OF NEVADA INC

$6,852

0.01%

863

PRIVATE TRUST CO NA

$5,581

0.01%

703

Larson Financial Group LLC

$5,280

0.01%

665

HIGHLINE WEALTH PARTNERS LLC

$2,620

0.00%

330

Rockefeller Capital Management L.P.

$2,509

0.00%

316

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	316	$2,509	100.0%	Defined

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$2,112

0.00%

266

Farther Finance Advisors, LLC

$897

0.00%

113

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	12,390	$95,031	100.0%	Other

Key facts CIK 1504545 CUSIP 10537L104 13F (30d) 36 filings 36 filers Visit website Investor relations