Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026 (page 4)
629 institutional investment managers reported a BAM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $67.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BAM 13F holders ranked 301–400 of 629
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Foundations Investment Advisors#301 · 16,112 sh | 16,112 | $722.6K | <0.01% | -5.4% |
| 302 | Chemistry Wealth Management#302 · 15,789 sh | 15,789 | $708.1K | — | -2.9% |
| 303 | GABELLI FUNDS#303 · 15,724 sh | 15,724 | $705.2K | <0.01% | 0.0% |
| 304 | EFG International AG#304 · 15,705 sh | 15,705 | $704.3K | 0.01% | 0.0% |
| 305 | Nelson, Van Denburg & Campbell Wealth Management Group#305 · 15,686 sh | 15,686 | $703.5K | — | -6.5% |
| 306 | PARK AVENUE SECURITIES#306 · 15,558 sh | 15,558 | $698.0K | — | -2.9% |
| 307 | Waverly Advisors#307 · 15,264 sh | 15,264 | $684.6K | <0.01% | +11.8% |
| 308 | Jain Global#308 · 15,000 sh | 15,000 | $673.1K | <0.01% | New |
| 309 | GATEWAY INVESTMENT ADVISERS#309 · 14,859 sh | 14,859 | $666.4K | — | +0.4% |
| 310 | CIBC Bancorp USA#310 · 13,014 sh | 13,014 | $665.0K | <0.01% | -28.5% |
| 311 | Atria Investments#311 · 14,567 sh | 14,567 | $653.3K | — | +16.4% |
| 312 | Tower Research Capital (TRC)#312 · 14,534 sh | 14,534 | $651.9K | 0.02% | +160.6% |
| 313 | 2Xideas AG#313 · 14,441 sh | 14,441 | $647.0K | 0.28% | -35.9% |
| 314 | ALPS ADVISORS#314 · 14,371 sh | 14,371 | $644.5K | <0.01% | -8.4% |
| 315 | BLAIR WILLIAM#315 · 14,338 sh | 14,338 | $643.0K | <0.01% | +1.5% |
| 316 | Carnegie Lake Advisors#316 · 14,301 sh | 14,301 | $641.4K | 0.24% | 0.0% |
| 317 | Chicago Capital#317 · 14,284 sh | 14,284 | $640.6K | — | 0.0% |
| 318 | Clear Trail Advisors#318 · 14,188 sh | 14,188 | $636.3K | — | -0.1% |
| 319 | BESSEMER GROUP#319 · 14,176 sh | 14,176 | $636.0K | <0.01% | +18.7% |
| 320 | Cresset Asset Management#320 · 14,139 sh | 14,139 | $634.1K | <0.01% | +31.1% |
| 321 | PRINCIPAL SECURITIES#321 · 14,060 sh | 14,060 | $630.6K | <0.01% | +10.4% |
| 322 | TCG Advisory Services#322 · 14,029 sh | 14,029 | $629.2K | 0.01% | +17.9% |
| 323 | Private Advisor Group#323 · 13,918 sh | 13,918 | $624.2K | <0.01% | +17.8% |
| 324 | Vise Technologies#324 · 13,818 sh | 13,818 | $619.7K | <0.01% | +77.6% |
| 325 | REGIONS FINANCIAL#325 · 13,709 sh | 13,709 | $614.8K | <0.01% | +2.9% |
| 326 | HB Wealth Management#326 · 13,614 sh | 13,614 | $610.6K | — | +12.5% |
| 327 | QUADRANT CAPITAL GROUP#327 · 13,243 sh | 13,243 | $593.9K | — | -49.5% |
| 328 | RITHOLTZ WEALTH MANAGEMENT#328 · 13,220 sh | 13,220 | $592.9K | <0.01% | -3.4% |
| 329 | CHECK CAPITAL MANAGEMENT#329 · 13,129 sh | 13,129 | $588.8K | 0.02% | +1.4% |
| 330 | Twin Tree Management#330 · 13,021 sh | 13,021 | $584.0K | 0.01% | New |
| 331 | Ethic#331 · 12,784 sh | 12,784 | $573.4K | <0.01% | New |
| 332 | Carson Advisory#332 · 12,706 sh | 12,706 | $569.9K | 0.26% | +45.1% |
| 333 | NEEDHAM INVESTMENT MANAGEMENT#333 · 12,570 sh | 12,570 | $563.7K | 0.02% | 0.0% |
| 334 | UNITED CAPITAL FINANCIAL ADVISORS#334 · 12,417 sh | 12,417 | $556.9K | <0.01% | +22.3% |
| 335 | Sterling Capital Management#335 · 12,220 sh | 12,220 | $548.1K | — | +85.3% |
| 336 | Generali Asset Management SPA SGR#336 · 8,438 sh | 8,438 | $536.8K | — | -73.8% |
| 337 | Taylor Hoffman Capital Management#337 · 11,909 sh | 11,909 | $534.1K | 0.13% | +2.2% |
| 338 | Pacifica Partners#338 · 11,731 sh | 11,731 | $533.8K | — | -2.7% |
| 339 | MML INVESTORS SERVICES#339 · 11,819 sh | 11,819 | $530.1K | <0.01% | -9.8% |
| 340 | Purpose Unlimited#340 · 11,726 sh | 11,726 | $529.4K | 0.02% | +21.1% |
| 341 | Allen Investment Management#341 · 11,772 sh | 11,772 | $528.0K | <0.01% | +0.1% |
| 342 | Equity Wealth Partners#342 · 11,755 sh | 11,755 | $527.2K | — | -1.7% |
| 343 | Integrated Wealth Concepts#343 · 11,598 sh | 11,598 | $520.2K | <0.01% | +12.4% |
| 344 | KRAEMATON INVESTMENT ADVISORS#344 · 11,560 sh | 11,560 | $518.5K | 0.39% | -3.8% |
| 345 | Stamos Capital Partners, L.P.#345 · 11,545 sh | 11,545 | $517.8K | 0.08% | +68.5% |
| 346 | ROYAL LONDON ASSET MANAGEMENT LTD#346 · 11,492 sh | 11,492 | $515.4K | <0.01% | 0.0% |
| 347 | BTG Pactual Asset Management US#347 · 11,373 sh | 11,373 | $510.1K | 0.03% | New |
| 348 | North Dakota State Investment Board#348 · 11,370 sh | 11,370 | $509.9K | 0.02% | +2.9% |
| 349 | Centiva Capital#349 · 11,352 sh | 11,352 | $509.1K | <0.01% | +293.1% |
| 350 | UniSuper Management Pty Ltd#350 · 7,975 sh | 7,975 | $507.4K | — | +6.3% |
| 351 | TBH Global Asset Management#351 · 11,257 sh | 11,257 | $504.9K | 0.09% | -4.5% |
| 352 | Gilbert & Cook#352 · 11,166 sh | 11,166 | $500.8K | 0.06% | +28.6% |
| 353 | Gotham Asset Management#353 · 11,025 sh | 11,025 | $494.5K | <0.01% | 0.0% |
| 354 | Herold Advisors#354 · 10,957 sh | 10,957 | $490.0K | — | 0.0% |
| 355 | CITIZENS FINANCIAL GROUP#355 · 10,863 sh | 10,863 | $487.2K | — | +37.4% |
| 356 | DENALI ADVISORS#356 · 10,700 sh | 10,700 | $479.9K | 0.05% | +5.9% |
| 357 | Compound Planning#357 · 10,531 sh | 10,531 | $472.3K | 0.01% | +26.5% |
| 358 | BANK OF NOVA SCOTIA#358 · 10,292 sh | 10,292 | $461.6K | 0.04% | +10.2% |
| 359 | Sanctuary Advisors#359 · 10,205 sh | 10,205 | $457.7K | <0.01% | +89.4% |
| 360 | Prospera Financial Services#360 · 10,089 sh | 10,089 | $452.5K | <0.01% | -1.6% |
| 361 | Kentucky Retirement Systems Insurance Fund#361 · 10,017 sh | 10,017 | $449.3K | 0.03% | -0.5% |
| 362 | SRS Capital Advisors#362 · 9,933 sh | 9,933 | $445.5K | <0.01% | +369.9% |
| 363 | Summit Financial#363 · 9,928 sh | 9,928 | $445.3K | <0.01% | +1.8% |
| 364 | St. Louis#364 · 12,899 sh | 12,899 | $440.1K | 0.05% | 0.0% |
| 365 | Laird Norton Wetherby Company#365 · 9,725 sh | 9,725 | $436.2K | <0.01% | +2.3% |
| 366 | KEYBANK NATIONAL ASSOCIATION#366 · 9,272 sh | 9,272 | $415.9K | <0.01% | +13.7% |
| 367 | GRIFFIN ASSET MANAGEMENT#367 · 9,271 sh | 9,271 | $415.8K | — | +0.1% |
| 368 | EVERETT HARRIS#368 · 9,149 sh | 9,149 | $410.3K | <0.01% | 0.0% |
| 369 | Formidable Asset Management#369 · 9,198 sh | 9,198 | $408.9K | 0.07% | New |
| 370 | Salvus Wealth Management#370 · 9,084 sh | 9,084 | $407.4K | — | -8.3% |
| 371 | Crossmark Global#371 · 9,054 sh | 9,054 | $406.1K | — | -16.6% |
| 372 | Capital Advisors Wealth Management#372 · 9,004 sh | 9,004 | $403.8K | — | +0.1% |
| 373 | RMB Capital Management#373 · 8,953 sh | 8,953 | $401.5K | <0.01% | +56.3% |
| 374 | Frank, Rimerman Advisors#374 · 8,857 sh | 8,857 | $397.2K | — | -2.6% |
| 375 | Laurion Capital Management#375 · 8,822 sh | 8,822 | $395.7K | 0.01% | -43.1% |
| 376 | Wilmington Savings Fund Society, FSB#376 · 8,778 sh | 8,778 | $393.7K | — | -2.3% |
| 377 | Virtu Financial#377 · 8,771 sh | 8,771 | $393.0K | 0.01% | -64.8% |
| 378 | BROWN BROTHERS HARRIMAN#378 · 8,514 sh | 8,514 | $381.9K | <0.01% | 0.0% |
| 379 | K.J. Harrison & Partners#379 · 8,363 sh | 8,363 | $374.4K | 0.05% | +12.1% |
| 380 | LEAVELL INVESTMENT MANAGEMENT#380 · 8,345 sh | 8,345 | $374.3K | 0.01% | -15.7% |
| 381 | Merit Financial Group#381 · 8,234 sh | 8,234 | $369.3K | <0.01% | -8.8% |
| 382 | Leonteq Securities AG#382 · 8,167 sh | 8,167 | $366.3K | 0.01% | -27.8% |
| 383 | SIGNATUREFD#383 · 8,077 sh | 8,077 | $362.3K | — | +53.8% |
| 384 | Advisory Services Network#384 · 8,039 sh | 8,039 | $360.5K | <0.01% | -24.3% |
| 385 | Ballentine Partners#385 · 8,020 sh | 8,020 | $359.7K | <0.01% | -3.4% |
| 386 | Cardinal Point Capital Management, ULC#386 · 8,020 sh | 8,020 | $359.1K | — | -0.9% |
| 387 | Corient IA#387 · 7,990 sh | 7,990 | $358.4K | 0.33% | -29.0% |
| 388 | VIEWPOINT INVESTMENT PARTNERS#388 · 7,848 sh | 7,848 | $350.7K | — | -0.9% |
| 389 | Bond & Devick Financial Network#389 · 7,700 sh | 7,700 | $345.3K | — | 0.0% |
| 390 | PRUDENTIAL FINANCIAL#390 · 7,615 sh | 7,615 | $341.5K | <0.01% | -34.5% |
| 391 | Canal Capital Management#391 · 7,521 sh | 7,521 | $337.3K | 0.04% | -62.3% |
| 392 | Mutual Advisors#392 · 7,486 sh | 7,486 | $335.8K | <0.01% | -0.6% |
| 393 | Arkadios Wealth Advisors#393 · 7,481 sh | 7,481 | $335.5K | <0.01% | New |
| 394 | RHODES INVESTMENT ADVISORS#394 · 7,261 sh | 7,261 | $325.7K | — | -5.1% |
| 395 | WULFF, HANSEN#395 · 7,244 sh | 7,244 | $324.9K | 0.25% | -5.8% |
| 396 | EVERGREEN CAPITAL MANAGEMENT#396 · 7,209 sh | 7,209 | $323.3K | — | New |
| 397 | CAPITAL ADVISORS#397 · 7,167 sh | 7,167 | $321.4K | <0.01% | New |
| 398 | Hendershot Investments#398 · 7,158 sh | 7,158 | $321.0K | 0.04% | 0.0% |
| 399 | Schneider Downs Wealth Management Advisors#399 · 7,149 sh | 7,149 | $320.6K | 0.03% | 0.0% |
| 400 | Proficio Capital Partners#400 · 7,148 sh | 7,148 | $320.6K | 0.01% | +10.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.