Brookfield Asset Management Ltd. (BAM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 629. 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 601–629 of 629
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Mowery & Schoenfeld Wealth Management#601 · 39 sh | 39 | $1.8K | <0.01% | 0.0% |
| 602 | N.E.W. Advisory Services#602 · 39 sh | 39 | $1.7K | <0.01% | New |
| 603 | ACTION POINT FINANCIAL PLANNING#603 · 38 sh | 38 | $1.6K | <0.01% | New |
| 604 | Golden State Wealth Management#604 · 33 sh | 33 | $1.5K | <0.01% | 0.0% |
| 605 | Nemes Rush Group#605 · 28 sh | 28 | $1.3K | <0.01% | -39.1% |
| 606 | Ronald Blue#606 · 27 sh | 27 | $1.2K | — | 0.0% |
| 607 | Activest Wealth Management#607 · 26 sh | 26 | $1.2K | — | New |
| 608 | Winthrop Capital Management#608 · 25 sh | 25 | $1.0K | <0.01% | New |
| 609 | Barnes Dennig Private Wealth Management#609 · 22 sh | 22 | $987.00 | <0.01% | 0.0% |
| 610 | Advocate Investing Services#610 · 22 sh | 22 | $987.00 | — | 0.0% |
| 611 | CREATIVE FINANCIAL DESIGNS#611 · 21 sh | 21 | $942.00 | 0.00% | 0.0% |
| 612 | Rossby Financial, LCC#612 · 19 sh | 19 | $852.00 | <0.01% | -45.7% |
| 613 | McMillan Office#613 · 19 sh | 19 | $852.00 | <0.01% | 0.0% |
| 614 | Horizon Investments#614 · 18 sh | 18 | $807.00 | 0.00% | -65.4% |
| 615 | Private Wealth Asset Management#615 · 18 sh | 18 | $807.00 | <0.01% | 0.0% |
| 616 | Trust Co#616 · 12 sh | 12 | $538.00 | — | 0.0% |
| 617 | Sunrise Financial Services#617 · 12 sh | 12 | $538.00 | — | -50.0% |
| 618 | AMERIFLEX GROUP#618 · 10 sh | 10 | $449.00 | <0.01% | 0.0% |
| 619 | Aventura Private Wealth#619 · 7 sh | 7 | $314.00 | <0.01% | 0.0% |
| 620 | Torren Management#620 · 6 sh | 6 | $278.00 | <0.01% | 0.0% |
| 621 | Dorato Capital Management#621 · 5 sh | 5 | $234.00 | — | 0.0% |
| 622 | SouthState Bank#622 · 5 sh | 5 | $225.00 | 0.00% | -50.0% |
| 623 | Mosley Wealth Management#623 · 5 sh | 5 | $224.00 | — | 0.0% |
| 624 | Manchester Capital Management#624 · 4 sh | 4 | $180.00 | — | -50.0% |
| 625 | MARSHALL INVESTMENT MANAGEMENT#625 · 4 sh | 4 | $179.00 | <0.01% | New |
| 626 | Godfrey Financial Associates#626 · 4 sh | 4 | $179.00 | <0.01% | 0.0% |
| 627 | MCGUIRE CAPITAL ADVISORS#627 · 1 sh | 1 | $45.00 | 0.00% | New |
| 628 | Abound Wealth Management#628 · 0 sh | 0 | $2.00 | — | New |
| 629 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#629 · 5,349 sh | 5,349 | — | — | -74.5% |
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.