13FBOX
BROOKFIELD WEALTH SO A FCLASS A · 13F 机构持仓分析
期权收益计算器 机构排行
B

BROOKFIELD WEALTH SO A FCLASS A

BNT
持有机构数
234
机构合计市值 (Q2 2026)
$32.76亿
机构合计股数 (Q2 2026)
7,240.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+643.8万股
101 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-983.4万股
109 · 21 清仓 · ≈
⚖️ 净额
-339.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$32.76亿
持有机构数
234
新买入
29
加仓
72
减仓
88
清仓
21
持股不变
45
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Aptus资本顾问Aptus Capital Advisors, LLC
5.87%5.36%#16$8.58亿1,859.1万股$6.82亿1,626.0万股+233.2万股+14.34%加仓
Partners Value投资Partners Value Investments L.P.
5.37%5.46%#18$5.26亿1,232.0万股$5.10亿1,232.0万股00.00%持仓不变
GUARDIAN WEALTH ADVISORS, LLC / NC
11.77%11.82%#6$2.10亿454.3万股$1.88亿447.2万股+7.1万股+1.59%加仓
Corient私人财富Corient Private Wealth LLC
0.09%0.17%#71$1.14亿246.7万股$1.18亿280.3万股-33.6万股-11.98%减仓
BROGAN FINANCIAL, INC.
35.9%35.91%#1$8,959.0万194.2万股$8,165.3万194.6万股-4,273股-0.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#94$7,920.8万171.7万股$6,905.7万164.6万股+7.1万股+4.31%加仓
KFG WEALTH MANAGEMENT, LLC
8.57%8.58%#10$7,592.3万164.5万股$6,639.7万158.2万股+6.3万股+3.99%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#93$7,016.4万152.1万股$6,384.3万152.2万股-847股-0.06%减仓
Signal Advisors Wealth, LLC
3.39%3.46%#25$6,704.2万145.3万股$5,041.8万120.2万股+25.1万股+20.93%加仓
Second Line Capital, LLC
11.1%10.85%#7$5,962.7万129.2万股$5,729.4万126.7万股+2.6万股+2.02%加仓
布鲁克菲尔德BROOKFIELD Corp /ON/
0.08%0.08%#75$5,783.7万135.6万股$5,612.9万135.6万股00.00%持仓不变
First Heartland Consultants, Inc.
3.46%3.53%#24$5,340.4万115.7万股$4,604.0万109.7万股+6.0万股+5.49%加仓
Bienville Capital Management, LLC
6.89%7.86%#15$5,163.8万111.9万股$4,324.4万103.1万股+8.9万股+8.59%加仓
Sunburst Financial Group, LLC
8.34%8.26%#11$5,146.0万111.5万股$4,486.6万106.9万股+4.6万股+4.31%加仓
咨询服务网络Advisory Services Network, LLC
0.58%<0.01%#45$5,110.5万110.8万股$41410股+110.8万股+11,075,930.00%加仓
Park Place Capital Corp
7.44%8.69%#13$4,955.0万107.4万股$4,334.4万103.3万股+4.1万股+3.96%加仓
Clarus Group, Inc.
16.54%16.22%#3$4,878.4万105.7万股$4,523.9万107.8万股-2.1万股-1.93%减仓
Diversified Enterprises, LLC
2.21%2.3%#32$4,568.7万99.0万股$4,201.6万100.1万股-1.1万股-1.11%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#115$3,668.4万86.0万股$3,562.9万86.1万股-674股-0.08%减仓
Waterloo Capital, L.P.
1.93%2.24%#33$3,427.8万74.3万股$3,197.4万76.2万股-1.9万股-2.51%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#155$3,312.2万77.7万股$4,067.1万98.0万股-20.2万股-20.67%减仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.05%0.05%#83$3,196.0万75.0万股$2,967.5万71.5万股+3.5万股+4.90%加仓
6th Street Advisors, LLC
17.09%17.11%#2$2,974.6万64.5万股$2,720.0万64.8万股-3,554股-0.55%减仓
Compass Ion Advisors, LLC
2.46%2.5%#30$2,853.3万61.8万股$2,619.8万62.4万股-5,962股-0.95%减仓
LPL金融LPL Financial LLC
<0.01%0.01%#118$2,148.8万46.6万股$2,084.3万49.7万股-3.1万股-6.24%减仓
Purewater Capital LLC
14.26%12.97%#5$1,975.5万42.8万股$1,358.2万32.4万股+10.4万股+32.27%加仓
Wealth Advisory Team LLC
15.62%#4$1,921.2万41.6万股$00股+41.6万股新买入
United Advisor Group, LLC
1.85%1.89%#34$1,748.9万37.9万股$1,529.5万36.5万股+1.5万股+3.99%加仓
GERBER, LLC
7.2%7.44%#14$1,530.1万33.2万股$1,332.0万31.7万股+1.4万股+4.46%加仓
挪威央行投资管理NORGES BANK
<0.01%#141$1,482.6万34.8万股$00股+34.8万股新买入
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#109$1,482.1万34.7万股$1,500.3万36.2万股-1.5万股-4.13%减仓
Cushing Capital Partners, LLC
9.97%9.73%#8$1,448.4万31.4万股$1,266.3万30.2万股+1.2万股+4.02%加仓
SILVER OAK SECURITIES, INCORPORATED
0.86%0.9%#41$1,415.6万30.7万股$1,231.4万29.3万股+1.3万股+4.55%加仓
MAI资本管理MAI Capital Management
0.05%<0.01%#80$1,362.0万29.5万股$11.6万2,793股+29.2万股+10,468.64%加仓
Strong Retirement Solutions LLC
8.04%8.18%#12$1,340.7万29.1万股$1,167.6万27.8万股+1.2万股+4.42%加仓
MBE Wealth Management, LLC
4.55%4.94%#20$1,294.9万28.1万股$1,189.3万28.3万股-2,788股-0.98%减仓
Uniting Wealth Partners, LLC
2.63%2.94%#27$1,292.9万28.0万股$1,382.9万32.9万股-4.9万股-14.93%减仓
Financial Guidance Group, Inc.
4.73%4.81%#19$1,265.5万27.4万股$1,195.6万28.5万股-1.1万股-3.74%减仓
Lord & Richards Wealth Management, LLC
9.68%9.55%#9$1,236.6万26.8万股$1,089.0万26.0万股+8,472股+3.26%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.11%0.1%#66$1,153.8万25.0万股$860.4万20.5万股+4.5万股+21.95%加仓
EdgeRock Capital LLC
2.52%2.62%#29$1,091.6万23.7万股$969.9万23.1万股+5,696股+2.47%加仓
MARIPAU WEALTH MANAGEMENT LLC
3.77%3.8%#22$1,058.1万22.8万股$865.2万20.6万股+2.2万股+10.54%加仓
加拿大养老金计划投资委员会(CPPIB)CANADA PENSION PLAN INVESTMENT BOARD
0.01%0.01%#113$1,039.2万24.4万股$894.6万21.5万股+2.9万股+13.29%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#135$1,002.8万23.5万股$1,342.8万32.3万股-8.8万股-27.25%减仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.26%0.27%#55$932.8万20.2万股$830.1万19.8万股+4,323股+2.19%加仓
Tailwinds Wealth, LLC
5.51%9.41%#17$932.7万20.2万股$383.6万9.1万股+11.1万股+121.09%加仓
Sunpointe, LLC
2.28%2.4%#31$801.4万17.4万股$732.4万17.5万股-855股-0.49%减仓
蒙特鲁斯科·博尔顿投资MONTRUSCO BOLTON INVESTMENTS INC.
0.12%0.19%#65$763.4万17.9万股$1,272.1万30.7万股-12.8万股-41.71%减仓
CoreFirst Bank & Trust
3.77%3.51%#23$757.8万16.4万股$662.4万15.8万股+6,382股+4.04%加仓
Capital Investment Advisory Services, LLC
0.45%0.01%#47$723.1万15.7万股$9.6万2,282股+15.4万股+6,767.66%加仓

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