BROOKFIELD WEALTH SOL LTD

Ticker: BNT CUSIP: G17434104 Class: CL A EXCHANGEAB

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Partners Value Investments LP12,320,344$566,120
BROOKFIELD Corp /ON/1,355,764$62,297
ROYAL BANK OF CANADA879,629$40,418
BANK OF NOVA SCOTIA750,004$34,528
VANGUARD GROUP INC624,299$28,741
PRINCIPAL FINANCIAL GROUP INC371,656$17,078
MONTRUSCO BOLTON INVESTMENTS INC.234,974$10,832
CANADA PENSION PLAN INVESTMENT BOARD215,461$9,920
NORGES BANK211,689$9,746
TANDEM CAPITAL MANAGEMENT CORP /ADV154,562$7,102
CI INVESTMENTS INC.140,404$6,452
MACKENZIE FINANCIAL CORP120,201$5,586
Legal & General Group Plc104,568$4,820
TORONTO DOMINION BANK96,237$4,424
SCHWARTZ INVESTMENT COUNSEL INC87,398$4,016
GOLDMAN SACHS GROUP INC79,144$3,637
TD Asset Management Inc73,276$3,378
UBS Group AG52,943$2,433
CIBC WORLD MARKET INC.47,175$2,172
GEODE CAPITAL MANAGEMENT, LLC46,765$2,672
Swiss National Bank45,350$2,092
Triasima Portfolio Management inc.38,329$1,767
LEAVELL INVESTMENT MANAGEMENT, INC.36,786$1,690
Proficio Capital Partners LLC35,589$1,635
SEARLE & CO.33,980$1,561
HORIZON KINETICS ASSET MANAGEMENT LLC30,737$1,412
FMR LLC28,426$1,308
Broad Run Investment Management, LLC23,581$1,084
Nuveen, LLC22,792$1,051
BANK OF AMERICA CORP /DE/21,251$976
BANK OF MONTREAL /CAN/18,862$868
CITADEL ADVISORS LLC16,149$742
SUSQUEHANNA ADVISORS GROUP, INC.16,066$738
OSSIAM14,877$686
Rockefeller Capital Management L.P.11,755$540
NATIONAL BANK OF CANADA /FI/11,701$523
Federation des caisses Desjardins du Quebec11,615$509
Zurcher Kantonalbank (Zurich Cantonalbank)10,918$502
Russell Investments Group, Ltd.10,525$485
Point72 Asset Management, L.P.9,902$456
BlackRock, Inc.9,418$433
Amundi8,846$406
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO8,261$381
BRUNI J V & CO /CO7,155$329
SANTA MONICA PARTNERS LP6,904$0
COMMONWEALTH EQUITY SERVICES, LLC6,756$310
CAPTRUST FINANCIAL ADVISORS6,627$305
MORGAN STANLEY6,297$289
RENAISSANCE TECHNOLOGIES LLC6,249$287
JANE STREET GROUP, LLC5,985$275
XTX Topco Ltd5,418$249
Arkadios Wealth Advisors5,029$231
PDT Partners, LLC5,014$230
Invesco Ltd.4,951$227
Vanguard Personalized Indexing Management, LLC4,903$225
Sequoia Financial Advisors, LLC4,735$218
Waverly Advisors, LLC4,728$217
BECKER CAPITAL MANAGEMENT INC4,725$217
Pictet Asset Management Holding SA4,614$213
Pettinga Financial Advisors, LLC4,500$207
DEUTSCHE BANK AG\3,673$169
Belvedere Trading LLC3,330$210
TD Waterhouse Canada Inc.3,281$144
Woodbridge Co Ltd3,051$140
Northwest & Ethical Investments L.P.3,024$139
MAI Capital Management2,793$128
Tower Research Capital LLC (TRC)2,671$123
CIBC Private Wealth Group, LLC2,658$122
NBC SECURITIES, INC.2,543$117
WELLS FARGO & COMPANY/MN1,978$91
JPMORGAN CHASE & CO1,187$55
Moerus Capital Management LLC1,187$55
PNC Financial Services Group, Inc.428$20
Purpose Unlimited Inc.410$19
SIGNATUREFD, LLC299$14
EverSource Wealth Advisors, LLC276$13
BESSEMER GROUP INC259$0
Global Retirement Partners, LLC197$9
HARBOUR INVESTMENTS, INC.150$7
Allworth Financial LP150$7
OSAIC HOLDINGS, INC.134$6
Sterling Capital Management LLC117$5
CWM, LLC107$0
Beutel, Goodman & Co Ltd.106$0
Cornerstone Financial Management LLC57$3
LOUISBOURG INVESTMENTS INC.53$2
Financial Perspectives, Inc30$1
Steward Partners Investment Advisory, LLC27$1
Investment Research & Advisory Group, Inc.22$1
BARCLAYS PLC21$1
US BANCORP \DE\20$1
Heritage Wealth Advisors19$1
TRUST CO OF VERMONT16$1
Quent Capital, LLC16$1
Aviso Financial Inc.16$1
PRIVATE TRUST CO NA15$1
SHP Wealth Management15$1
FLAGSHIP HARBOR ADVISORS, LLC10$0
Pacifica Partners Inc.9$0
CITIGROUP INC6$0
10 other institutions27$1
Total (110 institutions)18,571,187$853,856