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Disclosery

BNT BROOKFIELD WEALTH SOL LTD

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Stock (common), issuer CIK 1837429

106 managers (107 13F filers) reported a position in BNT shares at 2025-03-31, 13,552,197 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
106
13F filers
107
New
11
Added
17
Reduced
28
Sold out
6
Shares held by filers
13,552,197

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Partners Value Investments L.P.8,213,563$429M5.1%013F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/903,843$47.2M0.06%-336,50613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA612,406$32M0.01%-114,67113F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA500,014$26.1M0.06%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/288,285$15.1M0.01%+28413F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC281,845$14.7M0.01%-15,86313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/257,795$13.4M0.02%-51,93213F-HRTimelineGroup
MONTRUSCO BOLTON INVESTMENTS INC.168,631$8.81M0.12%+16,99013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK162,064$8.47M0.02%+16,54313F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.159,877$8.34M0.04%-16,51713F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV108,234$5.65M3.16%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD96,488$5.04M<0.01%+76,51113F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC84,720$4.42M0.15%013F-HRTimeline
UBS Group AGgroup of 2 filers holding81,449$4.25M+44,379Timeline
Clearbridge Investments, LLCin group Franklin Resources63,700$3.32M<0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP52,429$2.74M<0.01%+2,16513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,371$2.52M<0.01%+3,28313F-HR/ATimelineGroup
Nuveen, LLCin group TIAA953,687$2.09M<0.01%13F-HRTimelineGroup
TD Asset Management Inc39,504$2.06M<0.01%+68813F-HRTimeline
Swiss National Bank38,100$1.99M<0.01%-50013F-HRTimeline
FMR LLCin group FMR LLC36,086$1.89M<0.01%-2,80613F-HRTimelineGroup
CIBC WORLD MARKET INC.34,382$1.8M<0.01%+4,68013F-HRTimeline
Triasima Portfolio Management inc.30,951$1.62M0.32%-13,92113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC22,147$1.42M<0.01%-1,84313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,094$1.41M<0.01%-3,74813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.26,025$1.36M0.07%013F-HRTimeline
Proficio Capital Partners LLC23,726$1.24M0.1%013F-HRTimeline
SEARLE & CO.22,654$1.18M0.34%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC21,878$1.14M0.01%-16913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,565$918K<0.01%+1213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC17,320$905K<0.01%+2,06113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,734$873K<0.01%-2,50413F-HRTimelineGroup
Broad Run Investment Management, LLC15,721$820K0.14%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …14,885$778K<0.01%-31,34413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc12,539$655K<0.01%013F-HRTimelineGroup
BRUNI J V & CO /CO9,359$488K0.06%-1,08213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,900$464K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,681$453K<0.01%-113F-HRTimelineGroup
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…8,000$417K0.04%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,822$356K<0.01%+35213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,344$331K<0.01%+2,45013F-HRTimeline
Federation des caisses Desjardins du Qu…5,770$300K<0.01%-20613F-HRTimeline
SANTA MONICA PARTNERS LP4,603$241K0.13%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,417$230K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,385$229K<0.01%-26613F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…4,132$216K<0.01%new13F-HRTimelineGroup
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP4,100$214K<0.01%-90013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,074$213K<0.01%-3713F-HR/ATimelineGroup
TD Waterhouse Canada Inc.2,412$129K<0.01%-2,15413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,121$94.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,727$90K0.01%+1,72613F-HRTimeline
Northwest & Ethical Investments L.P.1,476$77.2K<0.01%new13F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…1,448$76K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GROUP ONE TRADING LLC1,400$73.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,373$71.8K<0.01%-2913F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO1,155$60K<0.01%+48913F-HRTimeline
Moerus Capital Management LLC971$50.8K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC784$41K<0.01%-613F-HRTimelineGroup
WHITTIER TRUST CO744$38.8K<0.01%013F-HRTimeline
GoodHaven Capital Management, LLC396$20.7K0.01%-1513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…286$14.9K<0.01%013F-HRTimelineGroup
Guardian Wealth Management, Inc.217$11.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC173$9K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140$7.31K<0.01%+5213F-HRTimelineGroup
Hemington Wealth Management143$7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.117$6.11K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91$4.75K<0.01%-213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.89$4.64K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC78$4.07K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC73$4K<0.01%013F-HRTimelineGroup
Beutel, Goodman & Co Ltd.71$3K<0.01%new13F-HR/ATimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…53$2.77K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…41$2.14K<0.01%-3,58913F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.39$2.04K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.39$2.04K<0.01%013F-HRTimeline
Ravenstone Capital Management Inc.22$1.15K<0.01%new13F-HRTimeline
Financial Perspectives, Inc22$1.15K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.21$1.1K<0.01%013F-HRTimeline
Grayhawk Investment Strategies Inc.19$993<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…19$991<0.01%-113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16$835<0.01%new13F-HRTimelineGroup
Investment Research & Advisory Group, I…15$783<0.01%013F-HRTimeline
Heritage Wealth Advisors13$678<0.01%013F-HRTimeline
PRIVATE TRUST CO NA12$627<0.01%013F-HRTimeline
Aviso Financial Inc.11$575<0.01%-313F-HRTimeline
Quent Capital, LLC11$574<0.01%013F-HRTimeline
Geneos Wealth Management Inc.10$522<0.01%new13F-HRTimeline
Pacifica Partners Inc.9$449<0.01%013F-HRTimeline
MAI Capital Management6$314<0.01%013F-HRTimeline
Clearstead Advisors, LLC5$261<0.01%013F-HRTimeline
JCIC Asset Management Inc.5$261<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3$161<0.01%013F-HRTimeline
North Capital, Inc.3$157<0.01%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3$154<0.01%new13F-HRTimeline
Manchester Capital Management LLC2$105<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.2$104<0.01%013F-HRTimeline
Fortis Group Advisors, LLC2$104<0.01%013F-HRTimeline
Robinswood Financial LLC2$104<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$53<0.01%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1$52<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1$52<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC1$52<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1$52<0.01%013F-HR/ATimeline
Stonebridge Financial Group, LLC1$52<0.01%013F-HRTimeline
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.