BWG · BrandywineGLOBAL-Global Income Opportunities Fund Inc · Shareholders & Ownership

$7.02 -0.02 (-0.28%) At close · Oct 20

Market Cap

$117.96M

16.79M

Volume · Oct 20 98.21K Avg daily vol (3M) 85.47K

Every disclosed holder of BWG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BWG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	47	7,478,578	—	Yes
Insiders (Forms 3, 4, 5)	2	3,805	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	7	473,506	—	No

% Out is unavailable: no shares outstanding count is on record.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BWG

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,771,328	—	+10,587	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Pathstone Holdings, LLC 13F CIK 2011612 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,591,786	—	-80,231	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	740,410	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Shaker Financial Services, LLC 13F CIK 1511794 · Registered investment adviser · Sep 30, 2026	373,225	—	-100,538	Sep 30, 2026
5	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	368,056	—	-100,519	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Advisors Asset Management, Inc. 13F CIK 1297376 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	333,628	—	-2,247	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	307,360	—	+20,544	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GUGGENHEIM CAPITAL LLC 13F CIK 1283072 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	298,799	—	+264,733	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Multi-Hedge Strategies Fund Fund S000003747 · Registered fund · Jun 30, 2026 Rydex Variable Trust, not summed	1,226	—	+606	Jun 30, 2026	Rydex Variable Trust, not summed
8.2	Guggenheim Multi-Hedge Strategies Fund Fund S000003763 · Registered fund · Jun 30, 2026 Rydex Series Funds, not summed	436	—	+205	Jun 30, 2026	Rydex Series Funds, not summed
9	Rareview Capital LLC 13F CIK 2044533 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	179,226	—	+64,914	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Rareview Dynamic Fixed Income ETF Fund S000069798 · Registered fund · Jun 30, 2026 Collaborative Investment Series Trust, not summed	179,226	—	+64,914	Jun 30, 2026	Collaborative Investment Series Trust, not summed
11	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	164,229	—	+18,669	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,123	—	-28,073	Jun 30, 2026	carried, not yet filed for the newest quarter
13	STEPHENS INC /AR/ 13F CIK 757657 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,573	—	+45	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Matisse Capital 13F CIK 1668256 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,866	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Matisse Discounted Bond CEF Strategy Fund S000061872 · Registered fund · Jun 30, 2026 Starboard Investment Trust, not summed	145,866	—	0	Jun 30, 2026	Starboard Investment Trust, not summed
15	WOLVERINE ASSET MANAGEMENT LLC 13F CIK 1279891 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,799	—	+8,769	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Modern Capital Tactical Income Fund Fund S000069477 · Registered fund · Jun 30, 2026 Modern Capital Funds Trust, not summed	105,355	—	-246,127	Jun 30, 2026	Modern Capital Funds Trust, not summed
17	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	99,956	—	+18,875	Jun 30, 2026	carried, not yet filed for the newest quarter
18	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	91,056	—	+2,857	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,569	—	+27,391	Jun 30, 2026	carried, not yet filed for the newest quarter
20	ECLECTIC ASSOCIATES INC /ADV 13F CIK 743482 · Registered investment adviser · Sep 30, 2026	44,191	—	-250	Sep 30, 2026
21	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,300	—	-3,800	Jun 30, 2026	carried, not yet filed for the newest quarter
22	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	39,415	—	+20,534	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Apollon Wealth Management, LLC 13F CIK 1764387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,483	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Closed-End Fund Advisors, Inc. 13F CIK 2103520 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	30,008	—	+7,607	Jun 30, 2026	carried, not yet filed for the newest quarter
25	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,390	—	+5,149	Jun 30, 2026	carried, not yet filed for the newest quarter
26	AlphaCore Capital LLC 13F CIK 1713662 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,000	—	-2,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Goose Hollow Multi-Strategy Income ETF Fund S000081514 · Registered fund · Sep 30, 2025 Collaborative Investment Series Trust, not summed	26,039	—	+1,491	Sep 30, 2025	Collaborative Investment Series Trust, not summed
28	Logan Stone Capital, LLC 13F CIK 1535521 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,825	—	-20,172	Jun 30, 2026	carried, not yet filed for the newest quarter
29	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,207	—	+459	Jun 30, 2026	carried, not yet filed for the newest quarter
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,366	—	+6,375	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Van Diest Capital, LLC 13F CIK 2111825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,187	—	+2,363	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,133	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,373	—	+5	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Virtu Financial LLC 13F CIK 1533964 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	16,180	—	+16,180	Jun 30, 2026	carried, not yet filed for the newest quarter
35	EVOLVE PRIVATE WEALTH, LLC 13F CIK 2111131 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	15,885	—	-977	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Prospera Income ETF Fund S000094663 · Registered fund · Jun 30, 2026 Thrive Series Trust, not summed	15,358	—	-2,005	Jun 30, 2026	Thrive Series Trust, not summed
37	FLAX POND CAPITAL, LLC 13F CIK 2106996 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,000	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	OPPENHEIMER & CO INC 13F CIK 822581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,266	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
39	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,479	—	+12,479	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PFG Investments, LLC 13F CIK 1973224 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,364	—	+96	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,269	—	+12,269	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Global Retirement Partners, LLC 13F CIK 1749744 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,272	—	—	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Pinnacle Wealth Planning Services, Inc. 13F CIK 1726752 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,404	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Mason Peter Daniel Charles Insider CIK 2045505 · Sep 4, 2025 Director, issuer-wide	2,305	—	+2,305	Sep 4, 2025	Director, issuer-wide
45	FIFTH THIRD BANCORP 13F CIK 35527 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,950	—	-41	Jun 30, 2026	carried, not yet filed for the newest quarter
46	GRILLO ANTHONY Insider CIK 1070847 · May 27, 2025 Director, issuer-wide	1,500	—	+1,500	May 27, 2025	Director, issuer-wide
47	WPG Advisers, LLC 13F CIK 2067343 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,499	—	-3	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WHITTIER TRUST CO OF NEVADA INC 13F CIK 1263548 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	863	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PRIVATE TRUST CO NA 13F CIK 1277557 · Unknown · Sep 30, 2026	703	—	0	Sep 30, 2026
50	Larson Financial Group LLC 13F CIK 1731061 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	665	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 53 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1504545 CUSIP 10537L104 13F (30d) 5 filings 5 filers Visit website