BrandywineGLOBAL-Global Income Opportunities Fund Inc (BWG) — Institutional Holders, Q2 2026
48 institutional investment managers reported a BWG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $60.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BWG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GUGGENHEIM CAPITALAdded · +264,733 sh+$2.1M
- Shaker Financial ServicesAdded · +77,768 sh+$617.5K
- Rareview CapitalAdded · +64,914 sh+$515.4K
- ENVESTNET ASSET MANAGEMENTAdded · +27,391 sh+$217.5K
- BANK OF AMERICAAdded · +20,544 sh+$163.1K
Biggest sellers
- Private Advisor GroupSold out · -167,744 sh-$1.3M
- WELLS FARGO & COMPANYTrimmed · -100,519 sh-$798.1K
- PathstoneTrimmed · -80,231 sh-$637.0K
- Alexander Randolph AdvisorySold out · -41,529 sh-$329.7K
- Invesco Ltd.Trimmed · -28,073 sh-$222.9K
BWG 13F holders ranked 1–48 of 48
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,771,328 sh | 1,771,328 | $14.1M | <0.01% | +0.6% |
| 2 | Pathstone#2 · 1,591,786 sh | 1,591,786 | $12.6M | 0.04% | -4.8% |
| 3 | Allspring Global Investments#3 · 740,410 sh | 740,410 | $5.9M | <0.01% | 0.0% |
| 4 | Shaker Financial Services#4 · 473,763 sh | 473,763 | $3.8M | — | +19.6% |
| 5 | WELLS FARGO & COMPANY#5 · 368,056 sh | 368,056 | $2.9M | <0.01% | -21.5% |
| 6 | Advisors Asset Management#6 · 333,628 sh | 333,628 | $2.6M | 0.04% | -0.7% |
| 7 | BANK OF AMERICA#7 · 307,360 sh | 307,360 | $2.4M | <0.01% | +7.2% |
| 8 | GUGGENHEIM CAPITAL#8 · 298,799 sh | 298,799 | $2.4M | 0.01% | +777.1% |
| 9 | Rareview Capital#9 · 179,226 sh | 179,226 | $1.5M | 0.83% | +56.8% |
| 10 | LPL Financial#10 · 164,229 sh | 164,229 | $1.3M | <0.01% | +12.8% |
| 11 | Invesco Ltd.#11 · 161,123 sh | 161,123 | $1.3M | <0.01% | -14.8% |
| 12 | STEPHENS#12 · 158,573 sh | 158,573 | $1.3M | 0.01% | 0.0% |
| 13 | Matisse Capital#13 · 145,866 sh | 145,866 | $1.2M | 0.46% | 0.0% |
| 14 | WOLVERINE ASSET MANAGEMENT#14 · 126,799 sh | 126,799 | $1.0M | <0.01% | +7.4% |
| 15 | ROYAL BANK OF CANADA#15 · 99,956 sh | 99,956 | $794.0K | <0.01% | +23.3% |
| 16 | RAYMOND JAMES FINANCIAL#16 · 91,056 sh | 91,056 | $723.0K | <0.01% | +3.2% |
| 17 | ENVESTNET ASSET MANAGEMENT#17 · 88,569 sh | 88,569 | $703.2K | <0.01% | +44.8% |
| 18 | ECLECTIC ASSOCIATES#18 · 44,441 sh | 44,441 | $352.9K | — | +8.6% |
| 19 | NewEdge Advisors#19 · 40,300 sh | 40,300 | $320.0K | <0.01% | -8.6% |
| 20 | OSAIC#20 · 39,415 sh | 39,415 | $312.9K | <0.01% | +108.8% |
| 21 | Apollon Wealth Management#21 · 31,483 sh | 31,483 | $250.0K | — | 0.0% |
| 22 | Closed-End Fund Advisors#22 · 30,008 sh | 30,008 | $238.3K | 0.23% | +34.0% |
| 23 | AMERIPRISE FINANCIAL#23 · 29,390 sh | 29,390 | $233.4K | 0.00% | +21.2% |
| 24 | AlphaCore Capital#24 · 29,000 sh | 29,000 | $230.3K | <0.01% | -6.5% |
| 25 | Logan Stone Capital#25 · 22,825 sh | 22,825 | $181.2K | 0.04% | -46.9% |
| 26 | COMMONWEALTH EQUITY SERVICES#26 · 20,207 sh | 20,207 | $160.4K | <0.01% | +2.3% |
| 27 | UBS Group AG#27 · 19,366 sh | 19,366 | $153.8K | 0.00% | +49.1% |
| 28 | Van Diest Capital#28 · 19,187 sh | 19,187 | $152.3K | 0.14% | +14.0% |
| 29 | Cerity Partners#29 · 19,133 sh | 19,133 | $151.9K | <0.01% | 0.0% |
| 30 | Cetera Investment Advisers#30 · 18,373 sh | 18,373 | $145.9K | <0.01% | 0.0% |
| 31 | Virtu Financial#31 · 16,180 sh | 16,180 | $128.0K | <0.01% | New |
| 32 | EVOLVE PRIVATE WEALTH#32 · 15,885 sh | 15,885 | $126.1K | <0.01% | -5.8% |
| 33 | FLAX POND CAPITAL#33 · 15,000 sh | 15,000 | $115.0K | 0.09% | 0.0% |
| 34 | OPPENHEIMER#34 · 14,266 sh | 14,266 | $113.3K | — | 0.0% |
| 35 | XTX Topco Ltd#35 · 12,479 sh | 12,479 | $99.1K | <0.01% | New |
| 36 | PFG Investments#36 · 12,364 sh | 12,364 | $98.2K | <0.01% | +0.8% |
| 37 | JANE STREET GROUP#37 · 12,269 sh | 12,269 | $97.4K | 0.00% | New |
| 38 | Global Retirement Partners#38 · 8,272 sh | 8,272 | $65.7K | <0.01% | — |
| 39 | Pinnacle Wealth Planning Services#39 · 2,404 sh | 2,404 | $19.1K | <0.01% | 0.0% |
| 40 | FIFTH THIRD BANCORP#40 · 1,950 sh | 1,950 | $15.5K | 0.00% | -2.1% |
| 41 | WPG Advisers#41 · 1,499 sh | 1,499 | $11.9K | <0.01% | -0.2% |
| 42 | WHITTIER OF NEVADA#42 · 863 sh | 863 | $6.8K | <0.01% | 0.0% |
| 43 | PRIVATE NA#43 · 703 sh | 703 | $5.6K | — | 0.0% |
| 44 | Larson Financial Group#44 · 665 sh | 665 | $5.3K | <0.01% | 0.0% |
| 45 | HIGHLINE WEALTH PARTNERS#45 · 330 sh | 330 | $2.6K | — | 0.0% |
| 46 | Rockefeller Capital Management L.P.#46 · 316 sh | 316 | $2.5K | 0.00% | 0.0% |
| 47 | BLUE BELL PRIVATE WEALTH MANAGEMENT#47 · 266 sh | 266 | $2.1K | <0.01% | 0.0% |
| 48 | Farther Finance Advisors#48 · 113 sh | 113 | $897.00 | — | New |
Funds that sold out of BWG in Q2 2026 (9)
Held BWG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Private Advisor Group167,744 sh | 167,744 | $1.3M |
| Alexander Randolph Advisory41,529 sh | 41,529 | $318.5K |
| Integrity Advisory Solutions12,618 sh | 12,618 | $96.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP12,390 sh | 12,390 | $95.0K |
| Hamrick Investment Counsel2,000 sh | 2,000 | $15.3K |
| Advisory Services Network1,169 sh | 1,169 | $9.0K |
| Steward Partners Investment Advisory1,000 sh | 1,000 | $7.7K |
| Osbon Capital Management323 sh | 323 | $2.5K |
| Root Financial Partners320 sh | 320 | $2.5K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.