BROOKFIELD WEALTH SOL LTD (BNT)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
114
Reporting holders
$821.0M
Reported value
0.1%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Partners Value Investments L.P. | $525.6M | 12,320,344 | 5.37% | 8q | HELD |
| Brookfield Corp /ON/ | $57.8M | 1,355,764 | 0.08% | 8q | HELD |
| ROYAL BANK OF CANADA | $36.7M | 859,918 | 0.01% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.1M | 777,219 | 0.00% | 2q | -20.7%-$8.6M |
| BANK OF NOVA SCOTIA | $32.0M | 750,004 | 0.05% | 8q | +4.9%+$1.5M |
| NORGES BANK | $14.8M | 348,251 | 0.00% | 2q | +64.5%+$5.8M |
| PRINCIPAL FINANCIAL GROUP INC | $14.8M | 347,428 | 0.01% | 8q | -4.1%-$638.2K |
| CANADA PENSION PLAN INVESTMENT BOARD | $10.4M | 244,096 | 0.01% | 8q | +13.3%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $10.0M | 235,321 | 0.00% | 2q | -27.2%-$3.8M |
| MONTRUSCO BOLTON INVESTMENTS INC. | $7.6M | 179,200 | 0.12% | 8q | -41.7%-$5.5M |
| MACKENZIE FINANCIAL CORP | $6.5M | 106,909 | 0.01% | 8q | +9.1%+$537.1K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | $6.4M | 149,575 | 2.68% | 8q | -0.6%-$38.4K |
| Legal & General Group Plc | $4.5M | 106,364 | 0.00% | 8q | HELD |
| UBS Group AG | $4.3M | 100,432 | 0.00% | 8q | +410.5%+$3.4M |
| BANK OF MONTREAL /CAN/ | $4.1M | 95,451 | 0.00% | 7q | +94.4%+$2.0M |
| SCHWARTZ INVESTMENT COUNSEL INC | $3.9M | 90,954 | 0.13% | 8q | +4.1%+$151.7K |
| Vanguard Global Advisers, LLC | $3.7M | 87,673 | 0.00% | 2q | -25.4%-$1.3M |
| GOLDMAN SACHS GROUP INC | $3.5M | 81,025 | 0.00% | 8q | -9.6%-$366.3K |
| TORONTO DOMINION BANK | $3.3M | 76,416 | 0.00% | 8q | -4.5%-$153.6K |
| CI INVESTMENTS INC. | $2.7M | 62,304 | 0.01% | 8q | -67.2%-$5.5M |
| DIMENSIONAL FUND ADVISORS LP | $2.6M | 62,106 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $2.3M | 55,047 | 0.00% | 8q | +23.3%+$442.6K |
| TD Asset Management Inc | $2.0M | 46,771 | 0.00% | 8q | +4.6%+$87.2K |
| MORGAN STANLEY | $1.7M | 40,798 | 0.00% | 8q | +38.9%+$487.3K |
| Swiss National Bank | $1.7M | 39,550 | 0.00% | 8q | -12.8%-$246.5K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.5M | 35,909 | 0.06% | 8q | -2.4%-$37.4K |
| Proficio Capital Partners LLC | $1.5M | 35,589 | 0.05% | 8q | HELD |
| JPMORGAN CHASE & CO | $1.5M | 34,621 | 0.00% | 8q | +468.2%+$1.2M |
| SEARLE & CO. | $1.4M | 33,980 | 0.33% | 8q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $1.3M | 30,730 | 0.01% | 8q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.2M | 28,759 | 0.00% | 2q | +185.0%+$796.3K |
| BlackRock, Inc. | $1.2M | 27,172 | 0.00% | 7q | +21.4%+$204.4K |
| D. E. Shaw & Co., Inc. | $1.1M | 26,598 | 0.00% | new | NEW |
| FMR LLC | $1.1M | 25,687 | 0.00% | 8q | -9.6%-$116.7K |
| CITADEL ADVISORS LLC | $1.1M | 25,220 | 0.00% | 5q | -7.6%-$88.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.0M | 23,859 | 0.00% | 2q | -3.4%-$35.9K |
| Broad Run Investment Management, LLC | $1.0M | 23,581 | 0.15% | 8q | HELD |
| Nuveen, LLC | $767.9K | 18,025 | 0.00% | 6q | -16.9%-$155.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $727.1K | 17,103 | 0.00% | 8q | +4.2%+$29.2K |
| BANK OF AMERICA CORP /DE/ | $579.6K | 13,586 | 0.00% | 8q | HELD |
| Point72 Asset Management, L.P. | $466.0K | 10,945 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $460.7K | 10,800 | 0.00% | 8q | -14.6%-$78.9K |
| Trexquant Investment LP | $451.5K | 10,583 | 0.00% | 2q | HELD |
| Federation des caisses Desjardins du Quebec | $445.2K | 11,473 | 0.00% | 8q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $399.5K | 9,365 | 0.00% | 8q | HELD |
| Sequoia Financial Advisors, LLC | $386.2K | 9,054 | 0.00% | 4q | -37.8%-$235.0K |
| Police & Firemen's Retirement System of New Jersey | $371.0K | 8,709 | 0.00% | 7q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $361.5K | 8,487 | 0.00% | 8q | +2.7%+$9.6K |
| XTX Topco Ltd | $310.0K | 7,266 | 0.00% | 4q | +30.6%+$72.7K |
| SCOTIA CAPITAL INC. | $308.8K | 7,239 | 0.00% | 2q | -10.4%-$35.9K |
| Vanguard Personalized Indexing Management, LLC | $298.4K | 6,995 | 0.00% | 3q | +15.9%+$41.0K |
| BRUNI J V & CO /CO | $291.3K | 6,828 | 0.03% | 8q | -2.5%-$7.6K |
| OSSIAM | $285.1K | 6,692 | 0.00% | 4q | -53.7%-$330.2K |
| CAPTRUST FINANCIAL ADVISORS | $282.9K | 6,631 | 0.00% | 6q | HELD |
| Amundi | $280.0K | 6,563 | 0.00% | new | NEW |
| Vanguard Investments Australia, Ltd. | $279.4K | 6,556 | 0.00% | 2q | HELD |
| ALLIANCEBERNSTEIN L.P. | $263.4K | 6,362 | 0.00% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $211.5K | 5,575 | 0.00% | 8q | -65.6%-$402.8K |
| MILLENNIUM MANAGEMENT LLC | $206.2K | 4,846 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $201.7K | 4,728 | 0.00% | new | NEW |
| BECKER CAPITAL MANAGEMENT INC | $201.6K | 4,725 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $128.1K | 3,002 | 0.00% | 8q | HELD |
| Northwest & Ethical Investments L.P. | $109.1K | 2,564 | 0.00% | 6q | +40.6%+$31.5K |
| LANARK FINANCIAL, INC. | $108.5K | 2,542 | 0.01% | 8q | HELD |
| Strategic Wealth Partners, Ltd. | $101.9K | 2,389 | 0.01% | 5q | HELD |
| DEUTSCHE BANK AG\ | $100.4K | 2,354 | 0.00% | 5q | -33.8%-$51.3K |
| TD Waterhouse Canada Inc. | $88.6K | 2,069 | 0.00% | 8q | -1.4%-$1.3K |
| WELLS FARGO & COMPANY/MN | $82.7K | 1,944 | 0.00% | 8q | -50.2%-$83.2K |
| SIGNATUREFD, LLC | $64.9K | 1,521 | 0.00% | 4q | +51.5%+$22.1K |
| GROUP ONE TRADING LLC | $55.5K | options only | 0.00% | 8q | OPTIONS |
| Moerus Capital Management LLC | $50.6K | 1,187 | 0.02% | 8q | HELD |
| CITIGROUP INC | $48.6K | 1,140 | 0.00% | 8q | -12.7%-$7.1K |
| Russell Investments Group, Ltd. | $40.5K | 951 | 0.00% | 8q | -86.0%-$249.8K |
| BNP PARIBAS FINANCIAL MARKETS | $38.8K | 910 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $23.2K | 544 | 0.00% | 4q | -95.4%-$478.3K |
| Allworth Financial LP | $18.5K | 434 | 0.00% | 3q | -29.1%-$7.6K |
| Purpose Unlimited Inc. | $17.5K | 410 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $15.1K | 353 | 0.00% | 4q | -57.8%-$20.6K |
| Cassaday & Co Wealth Management LLC | $13.2K | 310 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $9.9K | 232 | 0.00% | 8q | -45.8%-$8.4K |
| Global Retirement Partners, LLC | $9.2K | 215 | 0.00% | 6q | +9.1% |
| GoodHaven Capital Management, LLC | $8.7K | 204 | 0.00% | 8q | HELD |
| Cornerstone Financial Management LLC | $8.0K | 188 | 0.01% | 3q | +116.1%+$4.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.7K | 158 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $6.7K | 156 | 0.00% | 2q | +13.0% |
| HARBOUR INVESTMENTS, INC. | $6.4K | 150 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $5.2K | 121 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $5.0K | 117 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $4.9K | 114 | 0.00% | 8q | +9.6% |
| Steward Partners Investment Advisory, LLC | $2.6K | 60 | 0.00% | 8q | +130.8%+$1.5K |
| LOUISBOURG INVESTMENTS INC. | $2.3K | 54 | 0.00% | 6q | +1.9% |
| Financial Perspectives, Inc | $1.3K | 30 | 0.00% | 8q | HELD |
| Investment Research & Advisory Group, Inc. | $939 | 22 | 0.00% | 8q | HELD |
| Heritage Wealth Advisors | $811 | 19 | 0.00% | 8q | HELD |
| Leo H. Evart, Inc. | $768 | 18 | 0.00% | 2q | HELD |
| Quent Capital, LLC | $683 | 16 | 0.00% | 4q | HELD |
| SHP Wealth Management | $653 | 15 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $639 | 15 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $512 | 12 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $512 | 12 | 0.00% | 2q | HELD |
Showing the largest 100 of 117 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 114 | $821.0M | 19,206,354 | 18 | 25 | 31 | 0.1% |
| Q1 2026 | 108 | $806.7M | 19,456,648 | 14 | 24 | 26 | 0.1% |
| Q4 2025 | 110 | $855.3M | 18,576,787 | 14 | 77 | 12 | 0.2% |
| Q3 2025 | 115 | $837.0M | 12,257,277 | 24 | 22 | 29 | 0.1% |
| Q2 2025 | 101 | $785.5M | 12,713,853 | 15 | 16 | 26 | 0.0% |
| Q1 2025 | 95 | $743.6M | 14,241,312 | 9 | 14 | 25 | 0.0% |
| Q4 2024 | 95 | $813.8M | 14,162,184 | 9 | 23 | 20 | 0.0% |
| Q3 2024 | 92 | $623.0M | 11,714,353 | 94 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $525 | 13 | 1 | 0 | 0 | 0.0% |