How many institutions own BNT stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BNT shares is 182, representing 47.68% of the company's common stock.

Who are the major shareholders selling Brookfield Wealth Solutions Ltd. stock?

MORGAN STANLEY, in the last quarter, reduced its stake in BNT by -23.29% restricting it's holding to 12.93 thousand shares of worth nearly $885.44K. NUVEEN, LLC also lessened -6.19% of the BNT shares from its portfolio, reducing its holding to 15.2 thousand shares of worth $1.04M. BANK OF MONTREAL /CAN/ also shunned BNT shares holding by -0.08% last quarter which brought its holding to 75.18 thousand shares worth $5.15M.

Investors who are buying BNT stock?

As per its latest 13F filing, PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO increased its stake in BNT by 0.84% in the last quarter. The institutional holder raised its holding to 8.85 thousand shares having worth more than $607.01K. RUSSELL INVESTMENTS GROUP, LTD. also added 108.34% more shares of BNT to its portfolio, raising its holding to 9.94 thousand shares of worth $681.87K. RENAISSANCE TECHNOLOGIES LLC also increased its BNT shares holding by 37.4% which brought its holding to 10.31 thousand shares worth $705.79K.

BNT's major insiders: who are they?

The insider with the most stakes in BNT is N/A , N/A at the company. Additionally, BNT stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell BNT stock?

Company executives, directors, and other insiders own 22.87% percent of Brookfield Wealth Solutions Ltd.'s stock. Within the last six months, there have been 0 transaction(s) in which BNT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BNT stock?

There have been 0 transaction(s) during the past 6-months in which Brookfield Wealth Solutions Ltd. insiders have bought stock, totalling 0 shares

How much of BNT does insiders own?

Around 0 Brookfield Wealth Solutions Ltd. shares are held by insiders, which represents about 22.87% of BNT stock.

Who is the insider with the largest stake?

BNT N/A, N/A holds the largest portfolio of the company's shares. BNT shares owned by N/A total nearly -.

Which institution holds the most shares in BNT?

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO is the largest institutional owner in BNT which holds 8.85 thousand shares worth $607.01K or 0.01% of the total BNT shares outstanding followed by RUSSELL INVESTMENTS GROUP, LTD. with ownership of 9.94 thousand shares representing 0.01% of the BNT ownership. RENAISSANCE TECHNOLOGIES LLC is the third largest stakeholder with 10.31 thousand shares or 0.01% of the ownership worth more than $705.79K.

Is Brookfield Wealth Solutions Ltd. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BNT is concerned, it is a stock which is optionable.

Is there a short position on BNT's shares?

Number of BNT shares short is 234.66K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BNT shares are there?

As of today, 41.44M shares of BNT are outstanding.

Is there many float in BNT stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BNT has 14.93M shares in float.

BNT short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BNT is 22.22.

Brookfield Wealth Solutions (BNT) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.08

Short Percent Of Float0.59

Shares Outstanding41.44M

Shares Float14.93M

Shares Short234.66K

Short Ratio22.22

0.59%

Short % of Float

0.08%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

22.87% Percentage of Shares held by All Insiders

47.68% Percentage of Shares held by All Institutions

61.82% Percentage of Float held by Institutions

182

Number of Institutions Holding Shares

Institutional Ownership

About 47.68% of BNT shares are held by financial institutions. PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO is the top corporate investor, holding 8.85K shares valued at $607.01K. A 0.01% stake in Brookfield Wealth Solutions Ltd. is owned by the company. RUSSELL INVESTMENTS GROUP, LTD. owns 9.94K shares valued at $681.87K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	8.85K	607.01K	74	+0.84%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	9.94K	681.87K	5.17K	+108.34%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	10.31K	705.79K	2.81K	+37.40%
Sep 30, 2025	MORGAN STANLEY	0.01%	12.93K	885.44K	-3.92K	-23.29%
Sep 30, 2025	NUVEEN, LLC	0.01%	15.2K	1.04M	-1K	-6.19%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.05%	75.18K	5.15M	-60	-0.08%
Sep 30, 2025	CI INVESTMENTS INC.	0.06%	96.27K	6.59M	-54.41K	-36.11%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.06%	96.49K	6.61M	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.06%	104.62K	7.17M	49.75K	+90.67%
Sep 30, 2025	TANDEM CAPITAL MANAGEMENT CORP /ADV	0.07%	107.08K	7.33M	-996	-0.92%
Sep 30, 2025	TORONTO DOMINION BANK	0.07%	109.05K	7.47M	-57.69K	-34.60%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.04%	62.41K	2.85M	-805	-1.27%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.04%	67.75K	4.64M	8.73K	+14.80%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.04%	69.33K	4.75M	-42.78K	-38.16%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.05%	75.14K	5.15M	12.37K	+19.70%
Sep 30, 2025	ROYAL BANK OF CANADA	0.36%	585.38K	40.09M	-1.57K	-0.27%
Sep 30, 2025	MONTRUSCO BOLTON INVESTMENTS INC.	0.08%	134.44K	9.22M	-218	-0.16%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	100	6.85K	-17	-14.53%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	17.91K	1.23M	4.66K	+35.19%
Sep 30, 2025	FMR LLC	0.01%	18.95K	1.3M	-17.14K	-47.48%
Sep 30, 2025	SEARLE & CO.	0.01%	22.65K	1.55M	0	0
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.01%	23.73K	1.62M	0	0
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.02%	24.53K	1.68M	-1.5K	-5.76%
Sep 30, 2025	TRIASIMA PORTFOLIO MANAGEMENT INC.	0.02%	25.14K	1.72M	120	+0.48%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.02%	28.75K	2.41M	14.57K	+102.82%
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.02%	31.48K	1.44M	9.73K	+44.75%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.02%	31.85K	1.46M	-1.47K	-4.40%
Sep 30, 2025	OSSIAM	0.02%	32.35K	2.22M	32.35K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.02%	38.3K	2.63M	800	+2.13%
Sep 30, 2025	VANGUARD GROUP INC	0.16%	265.71K	18.22M	249.17K	+1,507.22%
Sep 30, 2025	BANK OF NOVA SCOTIA	0.31%	500K	34.28M	-11	0.00%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0%	3.15K	215.95K	3.15K	+100.00%
Sep 30, 2025	BROOKFIELD CORP /ON/	0.56%	903.84K	61.9M	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	4.42K	302.52K	0	0
Sep 30, 2025	SANTA MONICA PARTNERS LP	0%	4.6K	315K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	4.62K	316.29K	4.62K	+100.00%
Sep 30, 2025	AMUNDI	0%	4.92K	334.43K	4.92K	+100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	5.62K	377.93K	-70.29K	-92.60%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0%	6.04K	413.68K	6.04K	+100.00%
Sep 30, 2025	BRUNI J V & CO /CO	0%	6.73K	461.14K	-817	-10.82%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.17%	279.95K	19.17M	4.12K	+1.49%
Sep 30, 2025	XTX TOPCO LTD	0%	3.44K	235.61K	3.44K	+100.00%
Sep 30, 2025	BROAD RUN INVESTMENT MANAGEMENT, LLC	0.01%	15.72K	1.08M	0	0
Sep 30, 2025	PARTNERS VALUE INVESTMENTS LP	5.08%	8.21M	562.55M	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0%	3.35K	229.65K	3	+0.09%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.03%	53.2K	3.64M	-31.52K	-37.21%
Sep 30, 2025	UBS GROUP AG	0.03%	53.95K	3.7M	868	+1.64%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	3.27K	223.95K	3.27K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	3.62K	247.87K	-38.78K	-91.47%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0%	3.63K	248.89K	3.63K	+100.00%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0%	4.1K	280.81K	0	0
Sep 30, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0%	7.28K	498.54K	912	+14.32%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	8.16K	539.95K	-471	-5.46%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	3.18K	218K	3.18K	+100.00%
Sep 30, 2025	CIBC ASSET MANAGEMENT INC	0%	3.15K	215.9K	3.15K	+100.00%
Sep 30, 2025	BECKER CAPITAL MANAGEMENT INC	0%	3.15K	215.74K	3.15K	+100.00%
Sep 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0%	3K	205.47K	3K	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	2.26K	149.25K	-222	-8.96%
Sep 30, 2025	DEUTSCHE BANK AG\	0%	2.23K	152.8K	1.19K	+114.31%
Sep 30, 2025	WOODBRIDGE CO LTD	0%	2.03K	92.87K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.87K	127.73K	1.86K	+30,983.33%
Sep 30, 2025	NORTHWEST & ETHICAL INVESTMENTS L.P.	0%	1.52K	103.94K	120	+8.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1.36K	93.44K	-13	-0.94%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	1.06K	72.46K	-157	-12.92%
Sep 30, 2025	MOERUS CAPITAL MANAGEMENT LLC	0%	971	66.55K	0	0
Sep 30, 2025	BLACKROCK, INC.	0%	808	55.34K	719	+807.87%
Sep 30, 2025	CITIGROUP INC	0%	795	54.52K	24	+3.11%
Sep 30, 2025	SHELL ASSET MANAGEMENT CO	0%	303	21K	-865	-74.06%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	286	19.59K	-15	-4.98%
Sep 30, 2025	BESSEMER GROUP INC	0%	173	12K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	170	11.64K	170	+100.00%
Sep 30, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	0%	144	9.86K	0	0
Sep 30, 2025	HEMINGTON WEALTH MANAGEMENT	0%	143	9K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	132	9.04K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	13.25K	818.34K	-13.85K	-51.11%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	10.01K	619.4K	-4.87K	-32.72%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	8.78K	541.52K	1.96K	+28.66%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	8.63K	488.07K	2.86K	+49.57%
Jun 30, 2025	D. E. SHAW & CO., INC.	0%	8.47K	523.65K	8.47K	+100.00%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	4.3K	265.84K	4.3K	+100.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0%	4.1K	253.3K	0	0
Jun 30, 2025	BARCLAYS PLC	0%	4.03K	249K	-40	-0.98%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.03%	75.24K	4.65M	-213.04K	-73.90%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.01%	26.03K	1.61M	0	0
Jun 30, 2025	BROAD RUN INVESTMENT MANAGEMENT, LLC	0.01%	15.72K	971.24K	0	0
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.05%	112.11K	6.92M	72.6K	+183.78%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.01%	33.32K	2.06M	-1.07K	-3.10%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	18.76K	1.16M	3.3K	+21.37%
Jun 30, 2025	MORGAN STANLEY	0.01%	16.85K	1.04M	118	+0.71%
Jun 30, 2025	VANGUARD GROUP INC	0.01%	16.53K	1.02M	-788	-4.55%
Jun 30, 2025	CI INVESTMENTS INC.	0.06%	150.68K	9.31M	-9.2K	-5.75%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.11%	275.83K	17.04M	-6.02K	-2.13%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.04%	96.49K	5.97M	0	0
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.03%	84.72K	5.23M	0	0
Jun 30, 2025	TRIASIMA PORTFOLIO MANAGEMENT INC.	0.01%	25.02K	1.54M	-5.93K	-19.16%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.01%	23.73K	1.47M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	7.5K	463.35K	-1.4K	-15.73%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.21%	500.01K	30.9M	0	0
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.03%	63.22K	3.91M	-483	-0.76%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.03%	62.77K	3.87M	50.23K	+400.59%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	5.87K	362.53K	5.87K	+100.00%
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	22	1.36K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	21	1.21K	0	0
Jun 30, 2025	SAGARD HOLDINGS MANAGEMENT INC.	0%	19	1.17K	19	+100.00%
Jun 30, 2025	INVESTMENT RESEARCH & ADVISORY GROUP, INC.	0%	15	927	0	0
Jun 30, 2025	HERITAGE WEALTH ADVISORS	0%	13	803	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	12	741	0	0
Jun 30, 2025	TRUST CO OF VERMONT	0%	11	680	11	+100.00%
Jun 30, 2025	PACIFICA PARTNERS INC.	0%	9	508	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	7	432	4	+133.33%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	6	371	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	5	309	0	0
Jun 30, 2025	OAKWORTH CAPITAL, INC.	0%	2	124	0	0
Jun 30, 2025	FSA WEALTH MANAGEMENT LLC	0%	2	124	2	+100.00%
Jun 30, 2025	FORTIS GROUP ADVISORS, LLC	0%	2	124	0	0
Jun 30, 2025	HILLTOP NATIONAL BANK	0%	2	124	2	+100.00%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	1	63	0	0
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0%	3.35K	206.96K	3.35K	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	78	4.82K	0	0
Jun 30, 2025	WHITTIER TRUST CO	0%	744	45.96K	0	0
Jun 30, 2025	PARTNERS VALUE INVESTMENTS LP	3.39%	8.21M	507.43M	0	0
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0%	71	4K	0	0
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0%	53	3.28K	0	0
Jun 30, 2025	NEWSQUARE CAPITAL LLC	0%	45	2.78K	45	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0%	89	5.5K	0	0
Jun 30, 2025	SEARLE & CO.	0.01%	22.65K	1.4M	0	0
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.01%	21.75K	1.34M	-130	-0.59%
Jun 30, 2025		0.01%	16.2K	999.24K	-937.49K	-98.30%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0%	3.27K	201.49K	-866	-20.96%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0%	2.48K	153.25K	66	+2.74%
Jun 30, 2025	WOODBRIDGE CO LTD	0%	2.03K	125.66K	2.03K	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	1.78K	109.72K	-345	-16.27%
Jun 30, 2025	NBC SECURITIES, INC.	0%	1.71K	105	-19	-1.10%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	1.59K	98.42K	1.59K	+100.00%
Jun 30, 2025	NORTHWEST & ETHICAL INVESTMENTS L.P.	0%	1.4K	86.26K	-80	-5.42%
Jun 30, 2025	SHELL ASSET MANAGEMENT CO	0%	1.17K	72K	13	+1.13%
Jun 30, 2025	LINCLUDEN MANAGEMENT LTD	0%	1.12K	69K	-331	-22.86%
Jun 30, 2025	MOERUS CAPITAL MANAGEMENT LLC	0%	971	60.06K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	267	16.51K	267	+100.00%
Jun 30, 2025	BESSEMER GROUP INC	0%	173	11K	0	0
Jun 30, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	0%	144	8.9K	-252	-63.64%
Jun 30, 2025	HEMINGTON WEALTH MANAGEMENT	0%	143	8K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	132	8.16M	132	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	117	7.23K	0	0
Jun 30, 2025	BROOKFIELD CORP /ON/	0.37%	903.84K	55.84M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.24%	586.95K	36.26M	-25.45K	-4.16%
Jun 30, 2025	TORONTO DOMINION BANK	0.07%	166.74K	10.28M	4.67K	+2.88%
Jun 30, 2025	MONTRUSCO BOLTON INVESTMENTS INC.	0.06%	134.66K	8.31M	-33.98K	-20.15%
Jun 30, 2025	TANDEM CAPITAL MANAGEMENT CORP /ADV	0.04%	108.07K	6.68M	-160	-0.15%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	75.91K	4.67M	-181.88K	-70.55%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.02%	59.02K	3.65M	6.59K	+12.57%
Jun 30, 2025	UBS GROUP AG	0.02%	53.09K	3.28M	-12.91K	-19.56%
Jun 30, 2025	BRUNI J V & CO /CO	0%	7.55K	466.44K	-1.81K	-19.33%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	6.69K	413.12K	6.69K	+100.00%
Jun 30, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0%	6.37K	393.35K	23	+0.36%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	4.77K	294.46K	388	+8.85%
Jun 30, 2025	SANTA MONICA PARTNERS LP	0%	4.6K	285K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	4.42K	272.88K	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.02%	54.87K	3.39M	6.5K	+13.44%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	42.4K	2.62M	42.4K	+100.00%
Jun 30, 2025	SWISS NATIONAL BANK	0.02%	37.5K	2.31M	-600	-1.57%
Jun 30, 2025	FMR LLC	0.01%	36.09K	2.23M	0	0
Jun 30, 2025	NUVEEN, LLC	0.01%	16.2K	999.24K	-937.49K	-98.30%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.01%	14.17K	948.35K	-7.97K	-36.00%
Mar 31, 2025	TANDEM CAPITAL MANAGEMENT CORP /ADV	0.04%	108.23K	5.65M	0	0
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.12%	281.85K	14.71M	-15.86K	-5.33%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.12%	288.29K	15.07M	284	+0.10%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	612.41K	31.96M	-114.67K	-15.77%
Mar 31, 2025		0.39%	953.69K	2.09M	953.69K	+100.00%
Mar 31, 2025	PARTNERS VALUE INVESTMENTS LP	3.39%	8.21M	428.58M	0	0
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0%	4.13K	215.9K	4.13K	+100.00%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	4.39K	229.11K	-266	-5.72%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0%	4.42K	230.48K	4.42K	+100.00%
Mar 31, 2025	SANTA MONICA PARTNERS LP	0%	4.6K	241K	0	0
Mar 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0%	6.34K	331.03K	2.45K	+62.92%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0%	4.1K	213.94K	-900	-18.00%
Mar 31, 2025	SWISS NATIONAL BANK	0.02%	38.1K	1.99M	-500	-1.30%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.02%	39.5K	2.06M	688	+1.77%
Mar 31, 2025	MONTRUSCO BOLTON INVESTMENTS INC.	0.07%	168.63K	8.81M	16.99K	+11.20%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.11%	257.8K	13.45M	-51.93K	-16.77%
Mar 31, 2025	BANK OF NOVA SCOTIA	0.21%	500.01K	26.13M	0	0
Mar 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.03%	84.72K	4.42M	0	0
Mar 31, 2025	CI INVESTMENTS INC.	0.07%	159.88K	8.34M	-16.52K	-9.36%
Mar 31, 2025	TORONTO DOMINION BANK	0.07%	162.06K	8.47M	16.54K	+11.37%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	6.82K	356.48K	352	+5.44%
Mar 31, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	0%	8K	417.44K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0%	8.68K	452.98K	-1	-0.01%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	8.9K	464.4K	0	0
Mar 31, 2025	BRUNI J V & CO /CO	0%	9.36K	488.35K	-1.08K	-10.36%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.03%	63.7K	3.32M	63.7K	+100.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	12.54K	655.18K	0	0
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.01%	14.89K	777.93K	-31.34K	-67.80%
Mar 31, 2025	BROAD RUN INVESTMENT MANAGEMENT, LLC	0.01%	15.72K	820.32K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.01%	22.15K	1.42M	-1.84K	-7.68%
Mar 31, 2025	SEARLE & CO.	0.01%	22.65K	1.18M	0	0
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.01%	23.73K	1.24M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	27.09K	1.41M	-3.75K	-12.15%
Mar 31, 2025	TRIASIMA PORTFOLIO MANAGEMENT INC.	0.01%	30.95K	1.62M	-13.92K	-31.02%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.01%	34.38K	1.8M	4.68K	+15.76%
Mar 31, 2025	FMR LLC	0.01%	36.09K	1.89M	-2.81K	-7.21%
Mar 31, 2025	UBS GROUP AG	0.03%	66K	3.44M	42.6K	+182.09%
Mar 31, 2025	BROOKFIELD CORP /ON/	0.37%	903.84K	47.16M	-336.51K	-27.13%
Mar 31, 2025	MORGAN STANLEY	0.01%	16.73K	873.18K	-2.5K	-13.02%
Mar 31, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.04%	96.49K	5.04M	76.51K	+383.00%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.01%	26.03K	1.36M	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	5.77K	300.42K	-206	-3.45%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	15.45K	806.34K	1.78K	+13.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0%	2.41K	128.52K	-2.15K	-47.17%
Mar 31, 2025	BARCLAYS PLC	0%	4.07K	213K	-37	-0.90%
Mar 31, 2025	VANGUARD GROUP INC	0.01%	17.32K	905.09K	2.06K	+13.51%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.01%	17.57K	917.89K	12	+0.07%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.01%	21.88K	1.14M	-169	-0.77%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.02%	48.37K	2.52M	3.28K	+7.28%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	0.02%	52.43K	2.74M	2.17K	+4.31%

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