9JG - Brookfield Wealth Solutions Ltd. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Brookfield Wealth Solutions Ltd.
DE ˙ DB ˙ BMG174341047
Mga Batayang Estadistika
Pemilik Institusional 151 total, 151 long only, 0 short only, 0 long/short - change of -1.30% MRQ
Alokasi Portofolio Rata-rata 0.1286 % - change of 2.27% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 12,785,937 - 30.87% (ex 13D/G) - change of -0.11MM shares -0.86% MRQ
Nilai Institusional (Jangka Panjang) $ 777,357 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Brookfield Wealth Solutions Ltd. (DE:9JG) memiliki 151 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 12,785,937 saham. Pemegang saham terbesar meliputi Partners Value Investments LP, Brookfield Asset Management Inc., Royal Bank Of Canada, Bank Of Nova Scotia, Principal Financial Group Inc, Toronto Dominion Bank, PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3, Ci Investments Inc., Montrusco Bolton Investments Inc., and Td Asset Management Inc .

Struktur kepemilikan institusional Brookfield Wealth Solutions Ltd. (DB:9JG) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

DE:9JG / Brookfield Wealth Solutions Ltd. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-14 13F D. E. Shaw & Co., Inc. 8,465 524
2025-08-14 13F/A Barclays Plc 4,034 -0.98 0
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 -100.00 0
2025-07-17 13F Investment Research & Advisory Group, Inc. 15 0.00 1
2025-05-15 13F Grayhawk Investment Strategies Inc. 19 0.00 1 -100.00
2025-08-12 13F Aviso Financial Inc. 19 72.73 1
2025-08-08 13F Larson Financial Group LLC 0 0
2025-08-14 13F Raymond James Financial Inc 267 17
2025-08-14 13F Millennium Management Llc 42,402 2,620
2025-08-14 13F Bank Of America Corp /de/ 13,246 -51.11 818 -42.11
2025-04-16 13F Farmers & Merchants Investments Inc 0 -100.00 0
2025-07-18 13F Trust Co Of Vermont 11 1
2025-08-11 13F Heritage Wealth Advisors 13 0.00 1
2025-08-07 13F Searle & Co. 22,654 0.00 1,400 18.36
2025-08-11 13F TD Waterhouse Canada Inc. 2,478 2.74 153 19.53
2025-04-10 NP GOODX - GoodHaven Fund 252 0.00 15 -6.67
2025-08-14 13F Broad Run Investment Management, LLC 15,721 0.00 971 18.41
2025-07-25 NP FNDC - Schwab Fundamental International Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,165 -7.22 1,354 -6.81
2025-08-12 13F Horizon Kinetics Asset Management Llc 21,748 -0.59 1,344 17.70
2025-08-12 13F Deutsche Bank Ag\ 1,041 64
2025-07-29 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 788 3.68 46 4.55
2025-05-15 13F Css Llc/il 0 -100.00 0
2025-08-06 13F Golden State Wealth Management, LLC 1 0.00 0
2025-07-24 13F Louisbourg Investments Inc. 39 0.00 2 0.00
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 231 4.05 14 27.27
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,593 98
2025-06-26 NP HFCSX - Hennessy Focus Fund Investor Class 15,721 0.00 844 -12.37
2025-08-11 13F Moerus Capital Management LLC 971 0.00 60 20.00
2025-08-27 NP QCGLRX - Global Equities Account Class R1 487 7.74 30 30.43
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 3,667 0.00 227 18.32
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-13 13F Pictet Asset Management Holding SA 3,266 -20.96 201 -6.51
2025-08-14 13F Canada Pension Plan Investment Board 96,488 0.00 5,968 18.37
2025-08-18 13F/A National Bank Of Canada /fi/ 75,913 -70.55 4,670 -65.28
2025-08-11 13F Citigroup Inc 771 -1.66 48 17.50
2025-07-28 13F Harbour Investments, Inc. 117 0.00 7 16.67
2025-08-14 13F Toronto Dominion Bank 166,736 2.88 10,278 21.41
2025-08-07 13F Parkside Financial Bank & Trust 1 0.00 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 8,630 49.57 488 62.67
2025-08-12 13F Clearbridge Investments, LLC 63,217 -0.76 3,906 17.51
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Ci Investments Inc. 150,677 -5.75 9 12.50
2025-08-28 NP QCSTRX - Stock Account Class R1 15,710 -7.67 971 9.22
2025-07-25 13F Cwm, Llc 73 0.00 0
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4,617 0.00 285 18.75
2025-08-13 13F First Trust Advisors Lp 0 -100.00 0
2025-08-13 13F Mackenzie Financial Corp 59,021 12.57 3,651 33.26
2025-07-25 13F Montrusco Bolton Investments Inc. 134,655 -20.15 8,307 -5.71
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,583 3.17 715 21.84
2025-08-08 13F Hartland & Co., LLC 5 0.00 0
2025-08-14 13F Two Sigma Advisers, Lp 4,100 0.00 253 18.78
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,000 0.00 176 1.16
2025-03-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 907 0.00 56 14.58
2025-08-14 13F Fmr Llc 36,086 0.00 2,231 18.30
2025-08-14 13F Schonfeld Strategic Advisors LLC 4,303 266
2025-08-20 NP HWTIX - International Small Cap Diversified Value Fund Class Z 370 12.12 23 29.41
2025-07-17 13F Oakworth Capital, Inc. 2 0.00 0
2025-08-14 13F Wells Fargo & Company/mn 1,376 0.22 85 19.72
2025-08-14 13F Royal Bank Of Canada 586,952 -4.16 36,262 13.48
2025-07-08 13F Nbc Securities, Inc. 1,708 -1.10 0
2025-07-22 NP GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF 584 34
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,304 0.00 501 -11.80
2025-08-11 13F FSA Wealth Management LLC 2 0
2025-08-13 13F Santa Monica Partners Lp 4,603 0.00 0
2025-08-05 13F Bank Of Montreal /can/ 75,243 -73.90 4,654 -69.11
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 53 0.00 3 50.00
2025-08-06 13F Bruni J V & Co /co 7,550 -19.33 466 -4.51
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,942 114
2025-08-14 13F Sunbelt Securities, Inc. 21 0.00 1 0.00
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 1,143 80.57 67 83.33
2025-08-12 13F Swiss National Bank 37,500 -1.57 2,309 15.91
2025-08-13 13F Northwest & Ethical Investments L.P. 1,396 -5.42 86 11.69
2025-07-14 13F Pacifica Partners Inc. 9 0.00 1
2025-08-13 13F Arrowstreet Capital, Limited Partnership 10,014 -32.72 619 -20.33
2025-04-23 13F JCIC Asset Management Inc. 5 0.00 0
2025-08-06 13F North Capital, Inc. 3 0.00 0
2025-08-14 13F Alliancebernstein L.p. 5,868 363
2025-08-14 13F Ubs Asset Management Americas Inc 18,756 21.37 1,159 43.67
2025-08-29 NP MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2,920 2.03 181 20.81
2025-07-11 13F Farther Finance Advisors, LLC 7 133.33 0
2025-08-04 13F Arkadios Wealth Advisors 3,350 207
2025-07-25 13F Lincluden Management Ltd 1,117 -22.86 0
2025-08-12 13F Nuveen, LLC 16,197 -98.30 999 -52.16
2025-08-14 13F GWM Advisors LLC 1 0.00 0
2025-08-14 13F Goldman Sachs Group Inc 54,870 13.44 3,390 34.32
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 772 -89.63 41 -86.33
2025-03-31 NP FGRIX - Fidelity Growth & Income Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,086 0.00 128 15.45
2025-08-12 13F Manchester Capital Management LLC 2 0.00 0
2025-08-14 13F UBS Group AG 53,085 -19.56 3,280 -4.76
2025-08-15 13F Captrust Financial Advisors 4,417 0.00 273 18.26
2025-05-14 13F Jane Street Group, Llc 0 -100.00 0
2025-06-23 NP PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3 156,328 0.00 8,389 -12.38
2025-08-12 13F BlackRock, Inc. 89 0.00 5 25.00
2025-08-14 13F Needham Investment Management Llc 0 -100.00 0
2025-05-27 NP FDT - First Trust Developed Markets ex-US AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,541 1.59 917 -7.75
2025-08-13 13F GoodHaven Capital Management, LLC 144 -63.64 9 -60.00
2025-07-31 13F Kathleen S. Wright Associates Inc. 39 0.00 2 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 99 -29.29 6 -14.29
2025-07-21 13F Hilltop National Bank 2 0
2025-07-28 NP AVDVX - Avantis International Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,300 15.87 428 16.99
2025-08-13 13F Beutel, Goodman & Co Ltd. 71 0.00 0
2025-07-24 13F Tandem Capital Management Corp /adv 108,074 -0.15 6,677 18.22
2025-06-26 NP DISV - Dimensional International Small Cap Value ETF 1,072 -15.99 58 -26.92
2025-05-14 13F Credit Agricole S A 1 0.00 0
2025-08-01 13F Bessemer Group Inc 173 0.00 0
2025-08-13 13F Renaissance Technologies Llc 7,500 -15.73 463 -0.22
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-07-24 13F Us Bancorp \de\ 0 -100.00 0
2025-08-05 13F Bank of New York Mellon Corp 0 -100.00 0
2025-08-12 13F Jpmorgan Chase & Co 1,215 1,235.16 75 1,775.00
2025-08-14 13F Woodbridge CO LTD 2,034 126
2025-07-30 13F Financial Perspectives, Inc 22 0.00 1 0.00
2025-07-23 13F Triasima Portfolio Management inc. 25,022 -19.16 1,544 -4.58
2025-08-13 13F Russell Investments Group, Ltd. 4,773 8.85 294 28.38
2025-07-28 NP AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 811 0.00 48 2.17
2025-08-12 13F Legal & General Group Plc 62,769 400.59 3,873 491.15
2025-08-29 NP Gabelli Dividend & Income Trust 196 0.00 12 20.00
2025-08-05 13F Scarborough Advisors, LLC 1 0
2025-08-07 13F Proficio Capital Partners LLC 23,726 0.00 1,466 18.34
2025-07-25 NP PBCKX - Blue Chip Fund Institutional Class 58,969 0.00 3,414 0.09
2025-08-14 13F Sagard Holdings Management Inc. 19 1
2025-08-12 13F Steward Partners Investment Advisory, Llc 19 0.00 1
2025-06-24 NP SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,954 12.26 267 -1.12
2025-08-15 13F Morgan Stanley 16,852 0.71 1,041 19.24
2025-08-26 NP AVEAX - Ave Maria Focused Fund 84,720 0.00 5,234 18.42
2025-08-08 13F/A Sterling Capital Management LLC 78 0.00 5 0.00
2025-08-15 13F Tower Research Capital LLC (TRC) 41 0.00 3 0.00
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 232 0.00 14 16.67
2025-08-11 13F Vanguard Group Inc 16,532 -4.55 1,022 12.82
2025-05-08 13F Geneos Wealth Management Inc. 10 1
2025-07-23 13F Shell Asset Management Co 1,168 1.13 0
2025-08-08 13F Fortis Group Advisors, LLC 2 0.00 0
2025-08-08 13F Geode Capital Management, Llc 14,173 -36.00 948 -33.15
2025-04-25 13F WASHINGTON TRUST Co 0 -100.00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 6,367 0.36 393 18.73
2025-08-14 13F Group One Trading, L.p. 300 -78.57 19 -75.34
2025-08-08 13F Principal Financial Group Inc 275,828 -2.13 17,041 15.87
2025-08-12 13F Global Retirement Partners, LLC 132 0.00 8 14.29
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 133 0.00 7 -12.50
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 6,440 0.00 373 0.00
2025-07-29 13F Private Trust Co Na 12 0.00 1
2025-08-12 13F MAI Capital Management 6 0.00 0
2025-07-28 13F Td Asset Management Inc 112,106 183.78 6,916 235.08
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100.00 0
2025-08-11 13F Covestor Ltd 2 0.00 0
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 728 113.49 39 116.67
2025-08-22 NP FTRNX - Fidelity Trend Fund 1,826 0.00 113 17.89
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 1,521 0.00 82 -12.90
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,130 0.67 1,407 -11.29
2025-08-13 13F Bank Of Nova Scotia 500,014 0.00 30,901 18.25
2025-08-15 13F Partners Value Investments LP 8,213,563 0.00 507,434 18.40
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,667 9.67 1,598 -3.39
2025-03-28 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 0 -100.00 0 -100.00
2025-07-15 13F Public Employees Retirement System Of Ohio 8,777 28.66 542 51.97
2025-08-05 13F NewSquare Capital LLC 45 3
2025-08-14 13F Citadel Advisors Llc 6,687 413
2025-08-12 13F CIBC Private Wealth Group, LLC 1,776 -16.27 110 15.96
2025-08-08 13F Pnc Financial Services Group, Inc. 301 5.24 19 28.57
2025-08-14 13F Ancora Advisors, LLC 0 -100.00 0
2025-08-15 13F Brookfield Asset Management Inc. 903,843 0.00 55,839 18.40
2025-07-28 NP AVDV - Avantis International Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,985 0.00 1,288 1.02
2025-05-15 13F Bnp Paribas 0 -100.00 0
2025-08-14 13F CIBC World Markets Inc. 33,317 -3.10 2,061 14.69
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,807 172.08 790 222.45
2025-07-30 13F Whittier Trust Co 744 0.00 46 18.42
2025-07-30 13F Schwartz Investment Counsel Inc 84,720 0.00 5,234 18.42
2025-07-31 13F Leavell Investment Management, Inc. 26,025 0.00 1,608 18.42
2025-07-25 13F Hemington Wealth Management 143 0.00 0
Other Listings
US:BNT US$ 66.58
CA:BNT CA$ 92.06
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