DOSSIER · 13F Holders · Q1 2026
BWG

BRANDYWINEGBL GBL INCM OPP F

51 institutions still hold BRANDYWINEGBL GBL INCM OPP F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 10537L104·51 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$55M
visible holders
Holders
51
filers reporting
Concentration
24.57%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported BWG in Q1 2026. MORGAN STANLEY leads at 24.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$14M1.8M0.00%Q1 2026
02
Pathstone Holdings, LLC
CIK 0002011612
$13M1.7M0.05%Q1 2026
03
Allspring Global Investments Holdings, LLC
CIK 0001890906
$6M740K0.01%Q1 2026
04
Shaker Financial Services, LLC
CIK 0001511794
$4M474K1.18%Q2 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M469K0.00%Q1 2026
06
Advisors Asset Management, Inc.
CIK 0001297376
$3M336K0.04%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M287K0.00%Q1 2026
08
Rareview Capital LLC
CIK 0002044533
$1M179K0.83%Q2 2026
09
Invesco Ltd.
CIK 0000914208
$1M189K0.00%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$1M164K0.00%Q2 2026
11
STEPHENS INC /AR/
CIK 0000757657
$1M159K0.01%Q2 2026
12
Matisse Capital
CIK 0001668256
$1M146K0.48%Q1 2026
13
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$1M127K0.01%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$703K89K0.00%Q2 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$676K88K0.00%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$622K81K0.00%Q1 2026
17
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$353K44K0.04%Q2 2026
18
NewEdge Advisors, LLC
CIK 0001633516
$338K44K0.00%Q1 2026
19
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$261K34K0.00%Q1 2026
20
Apollon Wealth Management, LLC
CIK 0001764387
$250K31K0.00%Q2 2026
Page 1 of 3
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Insiders at BRANDYWINEGBL GBL INCM OPP F
Mason Peter Daniel CharlesGrillo AnthonyCronin Daniel PKamerick Eileen ASmith Stephen S.Fuller KennethHoffman David F.Hutchinson William R