Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 629
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Hillsdale Investment Management#501 · 900 sh | 900 | $40.3K | <0.01% | -98.8% |
| 502 | Allied Private Wealth#502 · 883 sh | 883 | $40.2K | 0.03% | — |
| 503 | PIN OAK INVESTMENT ADVISORS#503 · 893 sh | 893 | $40.0K | 0.03% | 0.0% |
| 504 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#504 · 868 sh | 868 | $38.9K | <0.01% | +6.4% |
| 505 | ST GERMAIN D J#505 · 849 sh | 849 | $38.1K | <0.01% | 0.0% |
| 506 | NewEdge Advisors#506 · 848 sh | 848 | $38.0K | <0.01% | New |
| 507 | Key FInancial#507 · 841 sh | 841 | $37.7K | <0.01% | -40.9% |
| 508 | CARY STREET PARTNERS FINANCIAL#508 · 804 sh | 804 | $36.1K | <0.01% | -0.6% |
| 509 | Lummis Asset Management#509 · 797 sh | 797 | $35.7K | 0.02% | 0.0% |
| 510 | HARBOUR INVESTMENTS#510 · 764 sh | 764 | $34.3K | <0.01% | +7.8% |
| 511 | Roble, Belko & Company#511 · 755 sh | 755 | $34.0K | <0.01% | 0.0% |
| 512 | COMPASS FINANCIAL MANAGEMENT#512 · 600 sh | 600 | $31.2K | <0.01% | — |
| 513 | Banque Transatlantique SA#513 · 600 sh | 600 | $26.9K | <0.01% | 0.0% |
| 514 | Mountain Hill Investment Partners#514 · 597 sh | 597 | $26.8K | — | 0.0% |
| 515 | Truvestments Capital#515 · 587 sh | 587 | $26.3K | <0.01% | 0.0% |
| 516 | IFP Advisors#516 · 582 sh | 582 | $26.1K | — | -41.5% |
| 517 | CoreCap Advisors#517 · 569 sh | 569 | $25.5K | — | -0.4% |
| 518 | OF VERMONT#518 · 562 sh | 562 | $25.2K | — | — |
| 519 | Clearstead#519 · 523 sh | 523 | $23.5K | <0.01% | 0.0% |
| 520 | Turim 21 Investimentos Ltda.#520 · 620 sh | 620 | $22.9K | <0.01% | 0.0% |
| 521 | First Command Advisory Services#521 · 489 sh | 489 | $21.9K | <0.01% | +49.5% |
| 522 | SHP Wealth Management#522 · 459 sh | 459 | $20.6K | <0.01% | +12.8% |
| 523 | Neo Ivy Capital Management#523 · 454 sh | 454 | $20.4K | <0.01% | -95.0% |
| 524 | Hara Capital#524 · 451 sh | 451 | $20.2K | 0.01% | 0.0% |
| 525 | Continuum Advisory#525 · 405 sh | 405 | $18.2K | <0.01% | New |
| 526 | WELLINGTON-ALTUS USA#526 · 405 sh | 405 | $18.0K | 0.01% | -76.0% |
| 527 | Financial Management Professionals#527 · 392 sh | 392 | $17.6K | — | -81.3% |
| 528 | Basecamp Wealth Advisors#528 · 392 sh | 392 | $17.6K | <0.01% | -40.7% |
| 529 | Silicon Valley Capital Partners#529 · 384 sh | 384 | $17.2K | <0.01% | +1.1% |
| 530 | Community Bank, N.A.#530 · 382 sh | 382 | $17.1K | <0.01% | 0.0% |
| 531 | Stonehage Fleming Financial Services Ltd#531 · 348 sh | 348 | $15.6K | <0.01% | 0.0% |
| 532 | GW&K Investment Management#532 · 336 sh | 336 | $15.0K | <0.01% | New |
| 533 | IFG Advisory#533 · 310 sh | 310 | $13.9K | <0.01% | -90.9% |
| 534 | Asset Dedication#534 · 306 sh | 306 | $13.7K | <0.01% | 0.0% |
| 535 | CENTRAL#535 · 304 sh | 304 | $13.6K | <0.01% | 0.0% |
| 536 | Bell Investment Advisors#536 · 294 sh | 294 | $13.2K | <0.01% | 0.0% |
| 537 | LRI Investments#537 · 291 sh | 291 | $13.1K | <0.01% | 0.0% |
| 538 | MATHER GROUP#538 · 278 sh | 278 | $12.5K | — | New |
| 539 | Commonwealth Retirement Investments#539 · 274 sh | 274 | $12.3K | — | New |
| 540 | Pinnacle Bancorp#540 · 262 sh | 262 | $11.8K | — | 0.0% |
| 541 | EXCHANGE TRADED CONCEPTS#541 · 261 sh | 261 | $11.7K | <0.01% | New |
| 542 | MOTCO#542 · 248 sh | 248 | $11.1K | <0.01% | 0.0% |
| 543 | Avion Wealth#543 · 250 sh | 250 | $11.0K | <0.01% | New |
| 544 | True Wealth Design#544 · 240 sh | 240 | $10.8K | — | -17.0% |
| 545 | RAFFA WEALTH MANAGEMENT#545 · 235 sh | 235 | $10.5K | <0.01% | +261.5% |
| 546 | Walleye Capital#546 · 217 sh | 217 | $9.7K | 0.00% | -96.0% |
| 547 | Fortitude Family Office#547 · 207 sh | 207 | $9.3K | — | 0.0% |
| 548 | Greykasell Wealth Strategies#548 · 207 sh | 207 | $9.3K | <0.01% | 0.0% |
| 549 | GILPIN WEALTH MANAGEMENT#549 · 200 sh | 200 | $9.0K | — | -26.5% |
| 550 | TD PRIVATE CLIENT WEALTH#550 · 195 sh | 195 | $8.7K | <0.01% | -64.5% |
| 551 | Transamerica Financial Advisors#551 · 192 sh | 192 | $8.6K | <0.01% | -29.4% |
| 552 | DELTA ASSET MANAGEMENT#552 · 190 sh | 190 | $8.5K | <0.01% | +22.6% |
| 553 | WPG Advisers#553 · 187 sh | 187 | $8.4K | <0.01% | 0.0% |
| 554 | Costello Asset Management#554 · 176 sh | 176 | $7.9K | <0.01% | 0.0% |
| 555 | NVWM#555 · 168 sh | 168 | $7.5K | — | New |
| 556 | Cornerstone Financial Management#556 · 167 sh | 167 | $7.5K | <0.01% | +9.2% |
| 557 | Kemnay Advisory Services#557 · 166 sh | 166 | $7.4K | <0.01% | +4.4% |
| 558 | BURKETT FINANCIAL SERVICES#558 · 166 sh | 166 | $7.4K | — | New |
| 559 | FINANCIAL CONSULATE#559 · 154 sh | 154 | $6.9K | — | -39.1% |
| 560 | RICHARDSON FINANCIAL SERVICES#560 · 150 sh | 150 | $6.7K | <0.01% | 0.0% |
| 561 | FIRST HORIZON NATIONAL#561 · 146 sh | 146 | $6.5K | — | 0.0% |
| 562 | Owl Creek Wealth Partners#562 · 140 sh | 140 | $6.3K | — | -60.0% |
| 563 | New England Capital Financial Advisors#563 · 137 sh | 137 | $6.1K | <0.01% | +0.7% |
| 564 | CVA Family Office#564 · 132 sh | 132 | $5.9K | <0.01% | -17.0% |
| 565 | JNBA Financial Advisors#565 · 129 sh | 129 | $5.8K | <0.01% | 0.0% |
| 566 | Private Wealth Management Group#566 · 121 sh | 121 | $5.4K | — | 0.0% |
| 567 | Prestige Wealth Management Group#567 · 106 sh | 106 | $4.8K | <0.01% | -55.8% |
| 568 | North Star Investment Management#568 · 106 sh | 106 | $4.8K | <0.01% | +55.9% |
| 569 | Ares Financial Consulting#569 · 105 sh | 105 | $4.7K | — | 0.0% |
| 570 | ZRC WEALTH MANAGEMENT#570 · 101 sh | 101 | $4.5K | — | New |
| 571 | BEACON INVESTMENT ADVISORY SERVICES#571 · 100 sh | 100 | $4.5K | — | -36.3% |
| 572 | Triumph Capital Management#572 · 100 sh | 100 | $4.5K | — | 0.0% |
| 573 | Newbridge Financial Services Group#573 · 90 sh | 90 | $4.0K | — | 0.0% |
| 574 | Buck Wealth Strategies#574 · 87 sh | 87 | $3.9K | <0.01% | New |
| 575 | Cornerstone Planning Group#575 · 83 sh | 83 | $3.9K | — | -14.4% |
| 576 | Fortis Group Advisors#576 · 84 sh | 84 | $3.8K | <0.01% | 0.0% |
| 577 | Bravera Wealth#577 · 81 sh | 81 | $3.6K | <0.01% | 0.0% |
| 578 | Optiver Holding B.V.#578 · 80 sh | 80 | $3.6K | 0.00% | New |
| 579 | FLAGSHIP WEALTH ADVISORS#579 · 80 sh | 80 | $3.6K | <0.01% | 0.0% |
| 580 | THURSTON, SPRINGER, MILLER, HERD & TITAK#580 · 80 sh | 80 | $3.6K | — | 0.0% |
| 581 | Darwin Wealth Management#581 · 79 sh | 79 | $3.5K | <0.01% | 0.0% |
| 582 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#582 · 76 sh | 76 | $3.4K | <0.01% | 0.0% |
| 583 | Salomon & Ludwin#583 · 72 sh | 72 | $3.3K | <0.01% | 0.0% |
| 584 | Keating Financial Advisory Services#584 · 72 sh | 72 | $3.2K | <0.01% | +176.9% |
| 585 | CX Institutional#585 · 57 sh | 57 | $3.0K | — | 0.0% |
| 586 | Robinswood Financial#586 · 66 sh | 66 | $3.0K | — | New |
| 587 | WEST PACES ADVISORS#587 · 65 sh | 65 | $2.9K | — | New |
| 588 | UNION SAVINGS BANK#588 · 62 sh | 62 | $2.8K | — | 0.0% |
| 589 | MV CAPITAL MANAGEMENT#589 · 60 sh | 60 | $2.7K | <0.01% | +172.7% |
| 590 | SJS Investment Consulting#590 · 58 sh | 58 | $2.6K | — | 0.0% |
| 591 | Hughes Financial Services#591 · 57 sh | 57 | $2.6K | <0.01% | +7.5% |
| 592 | JFS WEALTH ADVISORS#592 · 54 sh | 54 | $2.4K | <0.01% | +8.0% |
| 593 | EVERMAY WEALTH MANAGEMENT#593 · 51 sh | 51 | $2.3K | <0.01% | 0.0% |
| 594 | Roxbury Financial#594 · 51 sh | 51 | $2.3K | — | New |
| 595 | Physician Wealth Advisors#595 · 49 sh | 49 | $2.2K | — | -14.0% |
| 596 | VSM Wealth Advisory#596 · 48 sh | 48 | $2.2K | <0.01% | 0.0% |
| 597 | Johnson Financial Group#597 · 45 sh | 45 | $2.0K | <0.01% | 0.0% |
| 598 | HANTZ FINANCIAL SERVICES#598 · 41 sh | 41 | $2.0K | 0.00% | -83.0% |
| 599 | Caitong International Asset Management , Ltd#599 · 40 sh | 40 | $1.8K | <0.01% | -24.5% |
| 600 | JPL Wealth Management#600 · 40 sh | 40 | $1.8K | <0.01% | -4.8% |
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.