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Brandywineglobal Global Inco (BWG)

CUSIP: 10537L104 | US | Financial Services · Asset Management | Micro Cap | 179 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC740,410
0.0% of portfolio›$5.1M
Shaker Financial Services, LLC373,225
0.9% of portfolio›$2.6M
Matisse Capital269,127
0.7% of portfolio›$1.9M
Rareview Capital LLC227,764
0.7% of portfolio›$1.6M
Eclectic Associates Inc44,191
0.0% of portfolio›$305.8K
Closed-End Fund Advisors, Inc.37,183
0.3% of portfolio›$257.3K
Wolverine Asset Management LLC33,244
0.0% of portfolio›$230.0K
Apollon Wealth Management, LLC31,483
0.0% of portfolio›$217.9K
AlphaCore Capital LLC29,000
0.0% of portfolio›$200.7K
Commonwealth Equity Services, LLC20,715
0.0% of portfolio›$143.4K
Chicago Partners Investment Group LLC15,198
0.0% of portfolio›$104.0K
Oppenheimer & Co Inc14,266
0.0% of portfolio›$98.7K
Pinnacle Wealth Planning Services, Inc.2,330
0.0% of portfolio›$16.1K
Fifth Third Bancorp1,944
0.0% of portfolio›$13.5K
WPG Advisers, LLC1,452
0.0% of portfolio›$10.0K
Private Trust Co NA703
0.0% of portfolio›$4.9K
Larson Financial Group LLC665
0.0% of portfolio›$4.6K
Highline Wealth Partners LLC330
0.0% of portfolio›$2.3K
Blue Bell Private Wealth Management, LLC266
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
740,410$5.1M0.0%CoreMediumCharlotte, NC2026-11-04
Shaker Financial Services, LLC
373,225$2.6M0.9%YieldHighArlington, VA2026-10-14
Matisse Capital
269,127$1.9M0.7%ValueMediumPortland, OR2026-10-29
Rareview Capital LLC
227,764$1.6M0.7%YieldMediumLas Vegas, NV2026-11-05
Eclectic Associates Inc
44,191$305.8K0.0%ETFVery LowFullerton, CA2026-10-09
Closed-End Fund Advisors, Inc.
37,183$257.3K0.3%YieldMediumRichmond, VA2026-11-04
Wolverine Asset Management LLC
33,244$230.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Apollon Wealth Management, LLC
31,483$217.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
AlphaCore Capital LLC
29,000$200.7K0.0%ETFLowLa Jolla, CA2026-11-04
Commonwealth Equity Services, LLC
20,715$143.4K0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
15,198$104.0K0.0%GARPLowChicago, IL2026-10-27
Oppenheimer & Co Inc
14,266$98.7K0.0%CoreLowNew York, NY2026-10-26
Pinnacle Wealth Planning Services, Inc.
2,330$16.1K0.0%GARPLowMansfield, OH2026-10-27
Fifth Third Bancorp
1,944$13.5K0.0%IndexVery LowCincinnati, OH2026-11-05
WPG Advisers, LLC
1,452$10.0K0.0%CoreLowBaltimore, MD2026-10-27
Private Trust Co NA
703$4.9K0.0%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
665$4.6K0.0%GrowthLowSt Louis, MO2026-11-05
Highline Wealth Partners LLC
330$2.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Blue Bell Private Wealth Management, LLC
266$1.8K0.0%YieldVery LowBlue Bell, PA2026-10-29