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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 10537L104

BRANDYWINEGBL GBL INCM OPP F

75 institutions · $67.4M total · 8,046,557 shares

#ManagerSharesValue% of TotalPeriod
1Pathstone Holdings, LLC1,665,185$13.9M20.69%2025-12-31
2MORGAN STANLEY1,476,940$12.4M18.35%2025-12-31
3Allspring Global Investments Holdings, LLC740,410$6.2M9.20%2025-12-31
4Advisors Asset Management, Inc.447,140$3.7M5.55%2025-12-31
5BANK OF AMERICA CORP /DE/412,976$3.6M5.13%2025-12-31
6WELLS FARGO & COMPANY/MN408,960$3.4M5.08%2025-12-31
7RIVERNORTH CAPITAL MANAGEMENT, LLC344,613$3.0M4.28%2024-12-31
8Shaker Financial Services, LLC308,292$2.6M3.83%2025-12-31
9Invesco Ltd.186,471$1.6M2.31%2025-12-31
10ADVISOR PARTNERS II, LLC195,525$1.5M2.42%2023-12-31
11Matisse Capital145,866$1.2M1.81%2025-12-31
12Private Advisor Group, LLC145,251$1.2M1.80%2025-12-31
13STEPHENS INC /AR/135,311$1.1M1.68%2025-12-31
14LPL Financial LLC133,582$1.1M1.66%2025-12-31
15Alexander Randolph Advisory, Inc.109,562$917.0K1.36%2025-12-31
16GUGGENHEIM CAPITAL LLC94,030$787.0K1.16%2025-12-31
17RAYMOND JAMES & ASSOCIATES72,513$641.0K0.90%2024-09-30
18RAYMOND JAMES FINANCIAL INC75,027$628.0K0.93%2025-12-31
19ENVESTNET ASSET MANAGEMENT INC72,927$610.4K0.90%2025-12-31
20Royal Bank of Canada66,320$555.0K0.82%2025-12-31
21Rareview Capital LLC55,876$464.3K0.69%2025-12-31
22Cetera Investment Advisers51,819$433.7K0.64%2025-12-31
23AMERIPRISE FINANCIAL INC49,454$413.9K0.61%2025-12-31
24WOLVERINE ASSET MANAGEMENT LLC48,010$399.0K0.59%2025-06-30
25NewEdge Advisors, LLC45,000$376.6K0.55%2025-12-31
26UBS Group AG34,034$284.9K0.42%2025-12-31
27Wealthspire Advisors, LLC34,000$280.8K0.42%2024-06-30
28SUSQUEHANNA INTERNATIONAL GROUP, LLP32,522$272.2K0.40%2025-12-31
29Apollon Wealth Management, LLC31,483$263.5K0.39%2025-12-31
30AlphaCore Capital LLC31,000$259.5K0.38%2025-12-31
31Cetera Advisors LLC27,220$230.8K0.33%2024-03-31
32ECLECTIC ASSOCIATES INC /ADV27,441$229.7K0.34%2025-12-31
33JANE STREET GROUP, LLC22,609$196.2K0.28%2025-09-30
34WETHERBY ASSET MANAGEMENT INC21,077$182.9K0.26%2025-09-30
35Closed-End Fund Advisors, Inc.20,586$172.3K0.25%2025-12-31
36COMMONWEALTH EQUITY SERVICES, LLC19,635$164.3K0.24%2025-12-31
37Cerity Partners LLC19,133$160.1K0.23%2025-12-31
38Logan Stone Capital, LLC19,208$159.6K0.23%2025-06-30
39ADVISOR GROUP HOLDINGS, INC.18,876$158.0K0.23%2025-12-31
40NOMURA HOLDINGS INC18,379$153.6K0.22%2024-03-31
41Sanctuary Advisors, LLC18,020$148.8K0.22%2024-12-31
42Baird Financial Group, Inc.16,105$142.4K0.20%2024-09-30
43EVOLVE PRIVATE WEALTH, LLC16,910$141.5K0.21%2025-12-31
44OPPENHEIMER & CO INC14,266$119.4K0.17%2025-12-31
45XTX Topco Ltd13,340$110.9K0.16%2025-06-30
46PFG Investments, LLC12,177$101.9K0.15%2025-12-31
47Integrity Advisory Solutions, LLC11,013$92.2K0.13%2025-12-31
48HighTower Advisors, LLC10,538$88.2K0.13%2025-12-31
49LANDSCAPE CAPITAL MANAGEMENT, L.L.C.9,708$80.7K0.12%2025-06-30
50Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,604$68.8K0.10%2024-12-31
51Global Retirement Partners, LLC7,016$58.7K0.08%2025-12-31
52Steward Partners Investment Advisory, LLC4,397$36.8K0.05%2025-12-31
53Elequin Securities, LLC4,231$35.3K0.05%2025-03-31
54Geneos Wealth Management Inc.3,691$30.7K0.04%2025-06-30
55NBT BANK N A /NY3,000$26.5K0.03%2024-09-30
56Pinnacle Wealth Planning Services, Inc.3,112$26.0K0.03%2025-12-31
57Rockefeller Capital Management L.P.2,900$24.3K0.03%2025-12-31
58Kimelman & Baird, LLC1,405$12.4K0.01%2024-09-30
59WPG Advisers, LLC1,384$11.6K0.01%2025-12-31
60Advisory Services Network, LLC1,169$10.1K0.01%2025-09-30
61COMERICA BANK1,194$10.0K0.01%2025-12-31
62Financial Perspectives, Inc1,147$9.6K0.01%2025-03-31
63NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO824$6.8K0.01%2025-06-30
64PRIVATE TRUST CO NA703$5.9K0.00%2025-12-31
65Larson Financial Group LLC665$5.6K0.00%2025-12-31
66CURIO WEALTH, LLC1$4.7K0.00%2025-03-31
67FIRST MANHATTAN CO350$3.0K0.00%2024-03-31
68HIGHLINE WEALTH PARTNERS LLC330$2.8K0.00%2025-12-31
69JPMORGAN CHASE & CO232$1.9K0.00%2024-12-31
70BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$8370.00%2025-12-31
71WEDBUSH SECURITIES INC12,116$1070.15%2024-09-30
72CWM, LLC671$60.00%2025-06-30
73BESSEMER GROUP INC575$50.00%2024-12-31
74FNY Investment Advisers, LLC400$30.00%2025-12-31
75CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30