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BRW — Performance
Funds Holding BRW

On this page, we present all of the funds holding BRW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BRW, with a link to that fund's top holdings. The next columns indicate the amount of BRW stock held by each of the funds holding BRW, followed by the BRW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 72 funds holding BRW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Rivernorth Capital Management LLC. For more details on the positions held by Rivernorth Capital Management LLC (or by any of the other funds holding BRW), click the fund name in the "Holder" column of the funds-holding-BRW table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Rivernorth Capital Management LLC3,084,196$23,779 12/31/2023
     BRW3,084,196$23,779 12/31/2023
Relative Value Partners Group LLC2,314,254$17,843 12/31/2023
     BRW2,314,254$17,843 12/31/2023
Saba Capital Management L.P.2,154,158$16,609 12/31/2023
     BRW2,154,158$16,609 12/31/2023
Thomas J. Herzfeld Advisors Inc.1,378,498$10,628 12/31/2023
     BRW1,378,498$10,628 12/31/2023
Morgan Stanley668,121$5,151 12/31/2023
     BRW668,121$5,151 12/31/2023
Invesco Ltd.566,929$4,371 12/31/2023
     BRW566,929$4,371 12/31/2023
Significant Wealth Partners LLC505,579$3,898 12/31/2023
     BRW505,579$3,898 12/31/2023
Invesco Senior Secured Management Inc. ADV395,337$3,048 12/31/2023
     BRW395,337$3,048 12/31/2023
Envestnet Asset Management Inc.385,286$2,971 12/31/2023
     BRW385,286$2,971 12/31/2023
CSS LLC IL365,930$2,821 12/31/2023
     BRW365,930$2,821 12/31/2023
Advisor Group Holdings Inc.348,714$2,689 12/31/2023
     BRW348,714$2,689 12/31/2023
Bulldog Investors LLC253,862$1,957 12/31/2023
     BRW253,862$1,957 12/31/2023
Scotia Capital Inc.245,837$1,895 12/31/2023
     BRW245,837$1,895 12/31/2023
Baird Financial Group Inc.207,600$1,601 12/31/2023
     BRW207,600$1,601 12/31/2023
GraniteShares Advisors LLC218,743$1,595 03/31/2024
     BRW218,743$1,595 03/31/2024
Alpine Global Management LLC185,000$1,426 12/31/2023
     BRW185,000$1,426 12/31/2023
Meteora Capital LLC181,679$1,401 12/31/2023
     BRW181,679$1,401 12/31/2023
Next Capital Management LLC152,705$1,177 12/31/2023
     BRW152,705$1,177 12/31/2023
Boothbay Fund Management LLC144,433$1,114 12/31/2023
     BRW144,433$1,114 12/31/2023
Sea Otter Advisors LLC140,000$1,079 12/31/2023
     BRW140,000$1,079 12/31/2023
Gridiron Partners LLC128,020$987 12/31/2023
     BRW128,020$987 12/31/2023
Chicago Partners Investment Group LLC136,900$979 03/31/2024
     BRW136,900$979 03/31/2024
LPL Financial LLC116,381$897 12/31/2023
     BRW116,381$897 12/31/2023
Bank of America Corp DE108,681$838 12/31/2023
     BRW108,681$838 12/31/2023
Oak Hill Advisors LP90,833$700 12/31/2023
     BRW90,833$700 12/31/2023
CNH Partners LLC78,655$606 12/31/2023
     BRW78,655$606 12/31/2023
Landscape Capital Management L.L.C.74,893$577 12/31/2023
     BRW74,893$577 12/31/2023
Raymond James Financial Services Advisors Inc.76,567$558 03/31/2024
     BRW76,567$558 03/31/2024
Goldman Sachs Group Inc.65,274$503 12/31/2023
     BRW65,274$503 12/31/2023
Parallel Advisors LLC60,859$469 12/31/2023
     BRW60,859$469 12/31/2023
UBS Group AG60,350$465 12/31/2023
     BRW60,350$465 12/31/2023
Robinson Capital Management LLC59,353$459 12/31/2023
     BRW59,353$459 12/31/2023
Adalta Capital Management LLC48,175$381 12/31/2023
     BRW48,175$381 12/31/2023
Peak Financial Advisors LLC48,311$352 03/31/2024
     BRW48,311$352 03/31/2024
Westchester Capital Management LLC44,689$345 12/31/2023
     BRW44,689$345 12/31/2023
Raymond James & Associates45,775$334 03/31/2024
     BRW45,775$334 03/31/2024
Cetera Advisors LLC40,006$308 12/31/2023
     BRW40,006$308 12/31/2023
Shaker Financial Services LLC38,203$302 12/31/2023
     BRW38,203$302 12/31/2023
SeaCrest Wealth Management LLC40,375$294 03/31/2024
     BRW40,375$294 03/31/2024
Shufro Rose & Co. LLC36,214$278 12/31/2023
     BRW36,214$278 12/31/2023
National Asset Management Inc.29,398$234 12/31/2023
     BRW29,398$234 12/31/2023
Commonwealth Equity Services LLC28,146$217 12/31/2023
     BRW28,146$217 12/31/2023
Stifel Financial Corp23,078$178 12/31/2023
     BRW23,078$178 12/31/2023
Alliancebernstein L.P.16,500$127 12/31/2023
     BRW16,500$127 12/31/2023
Comerica Bank16,121$124 12/31/2023
     BRW16,121$124 12/31/2023
JPMorgan Chase & Co.16,008$123 12/31/2023
     BRW16,008$123 12/31/2023
Kestra Private Wealth Services LLC15,769$122 12/31/2023
     BRW15,769$122 12/31/2023
Royal Bank of Canada15,291$118 12/31/2023
     BRW15,291$118 12/31/2023
Family Management Corp14,378$111 12/31/2023
     BRW14,378$111 12/31/2023
Susquehanna International Group LLP13,860$107 12/31/2023
     BRW13,860$107 12/31/2023
Abacus Planning Group Inc.12,547$91 03/31/2024
     BRW12,547$91 03/31/2024
Nomura Holdings Inc.11,794$91 12/31/2023
     BRW11,794$91 12/31/2023
MAI Capital Management11,737$90 12/31/2023
     BRW11,737$90 12/31/2023
Capital Investment Advisors LLC12,213$89 03/31/2024
     BRW12,213$89 03/31/2024
Apollon Wealth Management LLC11,330$87 12/31/2023
     BRW11,330$87 12/31/2023
Western Wealth Management LLC11,270$87 12/31/2023
     BRW11,270$87 12/31/2023
Qube Research & Technologies Ltd5,149$40 12/31/2023
     BRW5,149$40 12/31/2023
Winmill & CO. Inc.3,600$28 12/31/2023
     BRW3,600$28 12/31/2023
Wells Fargo & Company MN2,811$22 12/31/2023
     BRW2,811$22 12/31/2023
Raleigh Capital Management Inc.2,100$16 12/31/2023
     BRW2,100$16 12/31/2023
Capital Advisors Ltd. LLC1,622$12 03/31/2024
     BRW1,622$12 03/31/2024
Trust Co. of Vermont1,300$10 12/31/2023
     BRW1,300$10 12/31/2023
Baystate Wealth Management LLC766$6 12/31/2023
     BRW766$6 12/31/2023
Truvestments Capital LLC750$6 12/31/2023
     BRW750$6 12/31/2023
Steward Partners Investment Advisory LLC400$3 12/31/2023
     BRW400$3 12/31/2023
Investors Research Corp387$3 12/31/2023
     BRW387$3 12/31/2023
Bellevue Asset Management LLC420$3 12/31/2023
     BRW420$3 12/31/2023
Farther Finance Advisors LLC260$2 12/31/2023
     BRW260$2 12/31/2023
Toth Financial Advisory Corp125$1 03/31/2024
     BRW125$1 03/31/2024
Westside Investment Management Inc.100$1 03/31/2024
     BRW100$1 03/31/2024
Global Retirement Partners LLC187$1 03/31/2024
     BRW187$1 03/31/2024
North Star Investment Management Corp.155$1 12/31/2023
     BRW155$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     BRW0$0 12/31/2023

See Summary: Institutional Holders of BRW
See Details: Top 10 Hedge Funds Holding BRW
Also See: BRW Holdings Changes

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