BROOKFIELD WEALTH SOL LTD
CUSIP G17434104
Brookfield Wealth Sol Ltd has 4 institutional holders in Filings Flow’s 13F database, together reporting 19.44M shares worth $805M as of Q1 2026. The largest reported holders are Partners Value Investments L.P., Brookfield Corp /On/, and Vanguard Capital Management LLC.
Institutional Holders
4
Q1 2026
Reported Value
$86,690
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Partners Value Investments L.P.$9.3B AUM | 5.46% | $510M | 12.32M | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 3.12% | $6M | 150.5K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.35% | $1M | 34.0K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.26% | $2M | 38.3K | Q4 2025OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.19% | $13M | 307.4K | Q1 2026OLDER |
| Broad Run Investment Management, LLC$568M AUM | 0.17% | $976,253 | 23.6K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.13% | $4M | 87.4K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.08% | $1M | 35.6K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.08% | $13M | 307.1K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.08% | $56M | 1.36M | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.06% | $2M | 36.8K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.05% | $30M | 715.0K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.04% | $206,775 | 4.5K | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.04% | $8M | 190.2K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.03% | $213,051 | 2.2K | Q3 2025OLDER |
| BRUNI J V & CO /CO$958M AUM | 0.03% | $290,007 | 7.0K | Q1 2026OLDER |
| Moerus Capital Management LLC$271M AUM | 0.02% | $49,142 | 1.2K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.01% | $230,393 | 5.0K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $95,992 | 1.4K | Q3 2025OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.01% | $1M | 30.7K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.01% | $738,233 | 16.1K | Q4 2025OLDER |
| OSSIAM$5.7B AUM | 0.01% | $597,715 | 14.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $15M | 362.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $105,330 | 2.5K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $109,775 | 2.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $36M | 860.6K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $217,114 | 4.7K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $9M | 215.5K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $4M | 98.0K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $3M | 80.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $231,083 | 5.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $230,267 | 5.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $13M | 323.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $602,868 | 14.6K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $3,602 | 87 | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $438,053 | 10.6K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $122,732 | 2.7K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $5M | 117.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $249,849 | 6.0K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $3M | 62.4K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $217,252 | 4.7K | Q4 2025OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.00% | $75,671 | 1.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $462,893 | 11.5K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $1M | 27.1K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $325,163 | 8.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $125,555 | 3.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $248,892 | 3.6K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $341,767 | 8.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 45.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $34,651 | 837 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $41M | 979.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 106.3K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.00% | $2,671 | 39 | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $486,657 | 11.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $387,711 | 9.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $523,669 | 12.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $272,166 | 6.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 49.1K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $17,020 | 410 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $115,631 | 2.8K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.00% | $745 | 18 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $41,566 | 1.0K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $215,904 | 3.2K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $662,543 | 16.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $455,610 | 9.9K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $274,524 | 6.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 89.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $29M | 624.3K | Q4 2025OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.00% | $2,196 | 53 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $310,450 | 6.8K | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $1,242 | 30 | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.00% | $140,193 | 3.1K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $417,809 | 10.1K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $911 | 22 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $282,055 | 6.8K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $12,834 | 310 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $48,898 | 714 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $84,372 | 2.1K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $223,954 | 3.3K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $897,193 | 21.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $122,135 | 2.7K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $212,700 | 4.6K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 27.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,052 | 197 | Q4 2025OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $205 | 3 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $11,643 | 170 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $814,463 | 19.7K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $406,474 | 8.8K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $247,867 | 3.6K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,713 | 138 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $25,337 | 612 | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $290 | 7 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,210 | 150 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $292,334 | 6.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $4,844 | 117 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $2,816 | 68 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $480 | 7 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $497 | 12 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 28.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $623 | 15 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $137 | 2 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $147,218 | 3.6K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $633 | 15 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $662 | 16 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $345,815 | 8.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $679,772 | 16.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $563,951 | 13.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $316,287 | 4.6K | Q3 2025OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $137 | 2 | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $204,309 | 4.9K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $787 | 19 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $735 | 16 | Q4 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $829 | 20 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $54,044 | 1.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $460 | 10 | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $124 | 3 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $289,348 | 6.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $926,538 | 22.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $245,000 | 6.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $248 | 6 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $80,812 | 1.9K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $4,388 | 106 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $17,719 | 428 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $124 | 3 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,310 | 104 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $414 | 10 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,076 | 26 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $42 | 1 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $42 | 1 | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $3,633 | 53 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $919 | 20 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $248 | 6 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $869 | 21 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $41 | 1 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $184 | 4 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.