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Brandywineglobal Global Inco (BWG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares740,410 from 740,410
Change0 (0%)
Value$5.1M (-$755.2K)
Filed 2026-11-04
Shaker Financial Services, LLC
DECREASED
Shares373,225 from 473,763
Change-100,538 (-21%)
Value$2.6M (-$1.2M)
Filed 2026-10-14
Matisse Capital
INCREASED
Shares269,127 from 145,866
Change+123,261 (+85%)
Value$1.9M (+$704.2K)
Filed 2026-10-29
Rareview Capital LLC
INCREASED
Shares227,764 from 179,226
Change+48,538 (+27%)
Value$1.6M (+$86.8K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares200,389 from 164,229
Change+36,160 (+22%)
Value$1.4M (+$82.7K)
Filed 2026-11-06
Eclectic Associates Inc
DECREASED
Shares44,191 from 44,441
Change-250 (-1%)
Value$305.8K (-$47.1K)
Filed 2026-10-09
Closed-End Fund Advisors, Inc.
INCREASED
Shares37,183 from 30,008
Change+7,175 (+24%)
Value$257.3K (+$19.0K)
Filed 2026-11-04
Wolverine Asset Management LLC
DECREASED
Shares33,244 from 126,799
Change-93,555 (-74%)
Value$230.0K (-$776.7K)
Filed 2026-11-02
Apollon Wealth Management, LLC
UNCHANGED
Shares31,483 from 31,483
Change0 (0%)
Value$217.9K (-$32.1K)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$200.7K (-$29.6K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares20,715 from 20,207
Change+508 (+3%)
Value$143.4K (-$17.1K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares15,198
Change+15,198
Value$104.0K
Filed 2026-10-27
Oppenheimer & Co Inc
UNCHANGED
Shares14,266 from 14,266
Change0 (0%)
Value$98.7K (-$14.6K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,330 from 2,404
Change-74 (-3%)
Value$16.1K (-$3.0K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares1,944 from 1,950
Change-6 (0%)
Value$13.5K (-$2.0K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares1,452 from 1,499
Change-47 (-3%)
Value$10.0K (-$1.9K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$4.9K (-$717)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$4.6K (-$678)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$2.3K (-$336)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$1.8K (-$271)
Filed 2026-10-29
Farther Finance Advisors, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$897)
Filed 2026-10-08
Morgan Stanley
N/A
Shares— from 1,771,328
Change-1,771,328 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,591,786
Change-1,591,786 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 368,056
Change-368,056 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 333,628
Change-333,628 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 307,360
Change-307,360 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 298,799
Change-298,799 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 161,123
Change-161,123 (-100%)
Value—
Stephens Inc
N/A
Shares— from 158,573
Change-158,573 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 99,956
Change-99,956 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,056
Change-91,056 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,569
Change-88,569 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,415
Change-39,415 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 29,390
Change-29,390 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 22,825
Change-22,825 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 19,187
Change-19,187 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,133
Change-19,133 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,373
Change-18,373 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,479
Change-12,479 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,364
Change-12,364 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,269
Change-12,269 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 863
Change-863 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 316
Change-316 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
UNCHANGED740,410740,41000%$5.9M$5.1M-$755.2K2026-11-04
Shaker Financial Services, LLC
DECREASED373,225473,763-100,538-21%$3.8M$2.6M-$1.2M2026-10-14
Matisse Capital
INCREASED269,127145,866+123,261+85%$1.2M$1.9M+$704.2K2026-10-29
Rareview Capital LLC
INCREASED227,764179,226+48,538+27%$1.5M$1.6M+$86.8K2026-11-05
LPL Financial LLC
INCREASED200,389164,229+36,160+22%$1.3M$1.4M+$82.7K2026-11-06
Eclectic Associates Inc
DECREASED44,19144,441-250-1%$352.9K$305.8K-$47.1K2026-10-09
Closed-End Fund Advisors, Inc.
INCREASED37,18330,008+7,175+24%$238.3K$257.3K+$19.0K2026-11-04
Wolverine Asset Management LLC
DECREASED33,244126,799-93,555-74%$1.0M$230.0K-$776.7K2026-11-02
Apollon Wealth Management, LLC
UNCHANGED31,48331,48300%$250.0K$217.9K-$32.1K2026-10-23
AlphaCore Capital LLC
UNCHANGED29,00029,00000%$230.3K$200.7K-$29.6K2026-11-04
Commonwealth Equity Services, LLC
INCREASED20,71520,207+508+3%$160.4K$143.4K-$17.1K2026-11-02
Chicago Partners Investment Group LLC
NEW15,198—+15,198——$104.0K—2026-10-27
Oppenheimer & Co Inc
UNCHANGED14,26614,26600%$113.3K$98.7K-$14.6K2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED2,3302,404-74-3%$19.1K$16.1K-$3.0K2026-10-27
Fifth Third Bancorp
DECREASED1,9441,950-60%$15.5K$13.5K-$2.0K2026-11-05
WPG Advisers, LLC
DECREASED1,4521,499-47-3%$11.9K$10.0K-$1.9K2026-10-27
Private Trust Co NA
UNCHANGED70370300%$5.6K$4.9K-$7172026-10-20
Larson Financial Group LLC
UNCHANGED66566500%$5.3K$4.6K-$6782026-11-05
Highline Wealth Partners LLC
UNCHANGED33033000%$2.6K$2.3K-$3362026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED26626600%$2.1K$1.8K-$2712026-10-29
Farther Finance Advisors, LLC
CLOSED0113-113-100%$897$0-$8972026-10-08
Morgan Stanley
N/A—1,771,328-1,771,328-100%$14.1M———
Pathstone Holdings, LLC
N/A—1,591,786-1,591,786-100%$12.6M———
Wells Fargo & Company
N/A—368,056-368,056-100%$2.9M———
Advisors Asset Management, Inc.
N/A—333,628-333,628-100%$2.6M———
Bank of America Corp
N/A—307,360-307,360-100%$2.4M———
Guggenheim Capital LLC
N/A—298,799-298,799-100%$2.4M———
Invesco Ltd.
N/A—161,123-161,123-100%$1.3M———
Stephens Inc
N/A—158,573-158,573-100%$1.3M———
Royal Bank of Canada
N/A—99,956-99,956-100%$794.0K———
Raymond James Financial Inc
N/A—91,056-91,056-100%$723.0K———
Envestnet Asset Management Inc
N/A—88,569-88,569-100%$703.2K———
NewEdge Advisors, LLC
N/A—40,300-40,300-100%$320.0K———
Osaic Holdings, Inc.
N/A—39,415-39,415-100%$312.9K———
Ameriprise Financial Inc
N/A—29,390-29,390-100%$233.4K———
Logan Stone Capital, LLC
N/A—22,825-22,825-100%$181.2K———
UBS Group AG
N/A—19,366-19,366-100%$153.8K———
Van Diest Capital, LLC
N/A—19,187-19,187-100%$152.3K———
Cerity Partners LLC
N/A—19,133-19,133-100%$151.9K———
Cetera Investment Advisers
N/A—18,373-18,373-100%$145.9K———
Virtu Financial LLC
N/A—16,180-16,180-100%$128.0K———
Evolve Private Wealth, LLC
N/A—15,885-15,885-100%$126.1K———
Flax Pond Capital, LLC
N/A—15,000-15,000-100%$119.1K———
XTX Topco Ltd
N/A—12,479-12,479-100%$99.1K———
PFG Investments, LLC
N/A—12,364-12,364-100%$98.2K———
Jane Street Group, LLC
N/A—12,269-12,269-100%$97.4K———
Global Retirement Partners, LLC
N/A—8,272-8,272-100%$65.7K———
Whittier Trust Co of Nevada Inc
N/A—863-863-100%$6.8K———
Rockefeller Capital Management L.P.
N/A—316-316-100%$2.5K———
Showing 49 of 49 institutions