DaveManuel.com · Institutional Ownership · Who Owns It
BROOKFIELD WEALTH SOL LTD (BNT)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
116
Reporting holders
$821.3M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $371.0K options OPT | 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 |
| SANTA MONICA PARTNERS LP | $294.0K | 6,904 | 0.16% | 8q | HELD |
| 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 | HELD |
| SIGNATUREFD, LLC | $64.9K | 1,521 | 0.00% | 4q | +51.5%+$22.1K |
| GROUP ONE TRADING LLC | $55.5K CALL+PUT | 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% |
| BESSEMER GROUP INC | $9.0K | 218 | 0.00% | 8q | -15.8%-$1.7K |
| 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 |
| Parallel Advisors, LLC | $6.7K | 156 | 0.00% | 2q | +13.0% |
| HARBOUR INVESTMENTS, INC. | $6.4K | 150 | 0.00% | 8q | HELD |
| Sterling Capital Management LLC | $5.0K | 117 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $4.9K | 114 | 0.00% | 8q | +9.6% |
| Beutel, Goodman & Co Ltd. | $4.0K | 106 | 0.00% | 6q | HELD |
| 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 |
Showing the largest 100 of 116 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $9.8M | 268,774 | 3 | 2 | 2 | 0.0% |
| Q2 2026 | 116 | $821.3M | 19,213,304 | 15 | 25 | 31 | 0.1% |
| Q1 2026 | 113 | $807.2M | 19,467,510 | 15 | 23 | 27 | 0.1% |
| Q4 2025 | 114 | $855.6M | 18,584,163 | 14 | 19 | 44 | 0.2% |
| Q3 2025 | 123 | $844.0M | 12,356,945 | 24 | 22 | 33 | 0.1% |
| Q2 2025 | 110 | $795.3M | 12,873,586 | 15 | 17 | 29 | 0.0% |
| Q1 2025 | 105 | $752.4M | 14,410,604 | 11 | 16 | 26 | 0.0% |
| Q4 2024 | 104 | $826.1M | 14,375,444 | 10 | 23 | 22 | 0.0% |
| Q3 2024 | 101 | $635.0M | 11,941,663 | 104 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $525 | 13 | 1 | 0 | 0 | 0.0% |