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Brookfield Wealth SOL LTD (BNT)

CUSIP: G17434104 | 202 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Principal Financial Group Inc332,622
0.0% of portfolio›$12.1M
Tandem Capital Management Corp147,675
2.4% of portfolio›$5.4M
Schwartz Investment Counsel Inc103,883
0.1% of portfolio›$3.8M
MacKenzie Financial Corp93,176
0.0% of portfolio›$3.4M
Dimensional Fund Advisors LP62,023
0.0% of portfolio›$2.3M
Searle & Co.33,980
0.3% of portfolio›$1.2M
Santa Monica Partners LP6,904
0.0% of portfolio›$251
Farther Finance Advisors, LLC3,006
0.0% of portfolio›$109.8K
TD Waterhouse Canada Inc.2,691
0.0% of portfolio›$96.9K
Lanark Financial, Inc.2,544
0.0% of portfolio›$92.9K
Citigroup Inc1,696
0.0% of portfolio›$61.8K
Signaturefd, LLC1,026
0.0% of portfolio›$37.5K
Guardian Partners Inc.626
0.0% of portfolio›$23.0K
EverSource Wealth Advisors, LLC336
0.0% of portfolio›$12.3K
Cassaday & Co Wealth Management LLC310
0.0% of portfolio›$11.3K
Beutel, Goodman & Co Ltd.106
0.0% of portfolio›$3
Louisbourg Investments Inc.54
0.0% of portfolio›$2.0K
Financial Perspectives, Inc30
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC24
0.0% of portfolio›$876
Investment Research & Advisory Group, Inc.22
0.0% of portfolio›$803
Private Trust Co NA15
0.0% of portfolio›$545
Blue Trust, Inc.7
0.0% of portfolio›$256
Parallel Advisors, LLC7
0.0% of portfolio›$256
Assetmark, Inc6
0.0% of portfolio›$219
StrongBox Wealth, LLC3
0.0% of portfolio›$110
Oakworth Capital, Inc.3
0.0% of portfolio›$110
Golden State Wealth Management, LLC1
0.0% of portfolio›$37
Parkside Financial Bank & Trust1
0.0% of portfolio›$37
Root Financial Partners, LLC1
0.0% of portfolio›$37
StyleTurnoverLocationFiled
Principal Financial Group Inc
332,622$12.1M0.0%CoreLowDes Moines, IA2026-11-02
Tandem Capital Management Corp
147,675$5.4M2.4%CoreLowWoodcliff Lake, NJ2026-10-22
Schwartz Investment Counsel Inc
103,883$3.8M0.1%GrowthMediumPlymouth, MI2026-10-26
MacKenzie Financial Corp
93,176$3.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Dimensional Fund Advisors LP
62,023$2.3M0.0%IndexLowAustin, TX2026-11-04
Searle & Co.
33,980$1.2M0.3%CoreLowGreenwich, CT2026-11-04
Santa Monica Partners LP
6,904$2510.0%GrowthVery LowPalm Beach Gardens, FL2026-10-27
Farther Finance Advisors, LLC
3,006$109.8K0.0%IndexLowSan Francisco, CA2026-10-08
TD Waterhouse Canada Inc.
2,691$96.9K0.0%CoreLowToronto, Australia2026-10-16
Lanark Financial, Inc.
2,544$92.9K0.0%CoreMediumBirmingham, AL2026-10-26
Citigroup Inc
1,696$61.8K0.0%CoreMediumNew York, NY2026-11-04
Signaturefd, LLC
1,026$37.5K0.0%IndexLowAtlanta, GA2026-10-23
Guardian Partners Inc.
626$23.0K0.0%ValueMediumToronto, South Africa2026-10-21
EverSource Wealth Advisors, LLC
336$12.3K0.0%CoreMediumBirmingham, AL2026-11-04
Cassaday & Co Wealth Management LLC
310$11.3K0.0%ETFVery LowMclean, VA2026-10-27
Beutel, Goodman & Co Ltd.
106$30.0%ValueMediumToronto, Australia2026-11-04
Louisbourg Investments Inc.
54$2.0K0.0%GARPMediumDieppe, Armenia2026-10-20
Financial Perspectives, Inc
30$1.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Provenance Wealth Advisors, LLC
24$8760.0%ETFLowFort Lauderdale, FL2026-10-30
Investment Research & Advisory Group, Inc.
22$8030.0%GrowthVery LowAtlanta, GA2026-10-19
Private Trust Co NA
15$5450.0%CoreLowCleveland, OH2026-10-20
Blue Trust, Inc.
7$2560.0%ETFLowBrentwood, TN2026-10-15
Parallel Advisors, LLC
7$2560.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
6$2190.0%ETFLowConcord, CA2026-10-21
StrongBox Wealth, LLC
3$1100.0%GrowthLowLee'S Summit, MO2026-11-02
Oakworth Capital, Inc.
3$1100.0%ETFLowBirmingham, AL2026-10-26
Golden State Wealth Management, LLC
1$370.0%ETFMediumSanta Ana, CA2026-11-02
Parkside Financial Bank & Trust
1$370.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
1$370.0%ETFMediumEncinitas, CA2026-10-21