Titelia

Fund shareholders of Brookfield Wealth Solutions Ltd

ISIN BMG174341047 · Canada · LEI 9845004583U3B8E06924

Fund shareholders
59
Of which ETFs
24 35 other funds
Value held
≈ 70.2M $ 70.2M $ · 419K SEK · 391 €
FundSharesValueWeight in fund
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS 390,86016.9M $0.00 %as of Jul 31, 2026 ↗
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS 258,62011M $0.00 %as of Jun 30, 2026 ↗
MidCap Fund Principal Funds, Inc 232,78510.1M $0.04 %as of Jul 31, 2026 ↗
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 97,8134.2M $0.03 %as of Jul 31, 2026 ↗
AVE MARIA GROWTH FOCUSED FUND Schwartz Investment Trust 90,9543.9M $4.68 %as of Jun 30, 2026 ↗
Blue Chip Fund Principal Funds, Inc 79,9353.6M $0.04 %as of May 31, 2026 ↗
Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST 77,2083.5M $0.06 %as of May 31, 2026 ↗
iShares Core MSCI International Developed Markets ETF iShares Trust 55,0022.4M $0.01 %as of Jul 31, 2026 ↗
Avantis International Small Cap Value ETF American Century ETF Trust 31,2011.4M $0.01 %as of May 31, 2026 ↗
iShares Core MSCI Total International Stock ETF iShares Trust 26,8701.2M $0.00 %as of Jul 31, 2026 ↗
Dimensional International Value ETF Dimensional ETF Trust 26,3801.1M $0.01 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 24,8491.1M $0.00 %as of Jul 31, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 23,5811M $0.22 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS 20,950892.5K $0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental International Small Equity ETF SCHWAB STRATEGIC TRUST 18,827861.8K $0.03 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 18,025768.2K $0.00 %as of Jun 30, 2026 ↗
Fidelity Total International Index Fund Fidelity Salem Street Trust 14,146612.2K $0.00 %as of Jul 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 11,970547.9K $0.16 %as of May 31, 2026 ↗
JNL/DFA International Core Equity Fund JNL Series Trust 10,657454.2K $0.07 %as of Jun 30, 2026 ↗
Dimensional International Core Equity 2 ETF Dimensional ETF Trust 9,842425.5K $0.00 %as of Jul 31, 2026 ↗
INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,332403.4K $0.00 %as of Jul 31, 2026 ↗
VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND 7,079323.8K $0.00 %as of May 31, 2026 ↗
Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust 6,925295.4K $0.10 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6,589300.3K $0.00 %as of May 31, 2026 ↗
THE DFA INTERNATIONAL VALUE SERIES DFA INVESTMENT TRUST CO 5,631243.2K $0.00 %as of Jul 31, 2026 ↗
International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,604198.8K $0.00 %as of Jul 31, 2026 ↗
Avantis International Equity ETF American Century ETF Trust 4,500205.8K $0.00 %as of May 31, 2026 ↗
Schwab Fundamental International Small Equity Index Fund SCHWAB CAPITAL TRUST 4,440192.2K $0.03 %as of Jul 31, 2026 ↗
State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,210179.3K $0.00 %as of Jun 30, 2026 ↗
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF Invesco Exchange-Traded Fund Trust II 3,936170.2K $0.05 %as of Jul 31, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 3,845164K $0.03 %as of Jun 30, 2026 ↗
Avantis International Small Cap Value Fund American Century ETF Trust 3,650167K $0.03 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,994136.9K $0.02 %as of May 31, 2026 ↗
Avantis International Large Cap Value ETF American Century ETF Trust 2,442111.7K $0.01 %as of May 31, 2026 ↗
World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,30099.5K $0.01 %as of Jul 31, 2026 ↗
BNY Mellon International Equity ETF BNY Mellon ETF Trust 1,89582K $0.01 %as of Jul 31, 2026 ↗
Dimensional International Core Equity Market ETF Dimensional ETF Trust 1,88081.3K $0.00 %as of Jul 31, 2026 ↗
Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust 1,81178.2K $0.00 %as of Jul 31, 2026 ↗
International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,80578K $0.00 %as of Jul 31, 2026 ↗
Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust 1,77876.8K $0.01 %as of Jul 31, 2026 ↗
Avantis International Equity Fund American Century ETF Trust 1,71678.5K $0.01 %as of May 31, 2026 ↗
iShares International Small-Cap Equity Factor ETF iShares Trust 1,60469.4K $0.01 %as of Jul 31, 2026 ↗
Avantis Responsible International Equity ETF American Century ETF Trust 1,33861.2K $0.01 %as of May 31, 2026 ↗
International Strategic Equity Allocation Fund John Hancock Funds II 1,15853K $0.00 %as of May 31, 2026 ↗
World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,10347.6K $0.00 %as of Jul 31, 2026 ↗
Dimensional VA International Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 88738.3K $0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta Total International Equity ETF Goldman Sachs ETF Trust II 87640.1K $0.01 %as of May 29, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 804316.9K SEK0.00 %as of Mar 31, 2026 ↗
Dimensional International Vector Equity ETF Dimensional ETF Trust 60025.9K $0.01 %as of Jul 31, 2026 ↗
LARGE CAP INTERNATIONAL PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59425.7K $0.00 %as of Jul 31, 2026 ↗
AZL DFA International Core Equity Fund Allianz Variable Insurance Products Trust 50021.3K $0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 46920K $0.00 %as of Jun 30, 2026 ↗
Kinetics Global Portfolio Kinetics Portfolios Trust 34814.8K $0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 259102.1K SEK0.01 %as of Mar 31, 2026 ↗
International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25010.8K $0.00 %as of Jul 31, 2026 ↗
Dimensional World ex U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2239.6K $0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee International Index Fund E Trade Trust 1124.8K $0.01 %as of Jul 31, 2026 ↗
VANGUARD DEVELOPED MARKETS EX-US VALUE INDEX ETF VANGUARD WORLD FUND 663K $0.01 %as of May 31, 2026 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / GESFUND AQUA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 391 €0.01 %as of Dec 31, 2025 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
AVE MARIA GROWTH FOCUSED FUND Schwartz Investment Trust 4.68 %as of Jun 30, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 0.22 %as of Jul 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 0.16 %as of May 31, 2026 ↗
Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust 0.10 %as of Jun 30, 2026 ↗
JNL/DFA International Core Equity Fund JNL Series Trust 0.07 %as of Jun 30, 2026 ↗
Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST 0.06 %as of May 31, 2026 ↗
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF Invesco Exchange-Traded Fund Trust II 0.05 %as of Jul 31, 2026 ↗
MidCap Fund Principal Funds, Inc 0.04 %as of Jul 31, 2026 ↗
Blue Chip Fund Principal Funds, Inc 0.04 %as of May 31, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 0.03 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q356-11,613,965-13.8 %
2026Q257+21,872,055+46.8 %
2026Q155+41,275,468+35.8 %
2025Q451+9939,523+67.2 %
2025Q342+8562,057+7.6 %
2025Q234-3522,407+0.9 %
2025Q1370517,541+10.6 %
2024Q437467,998
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Titelia. "Fund shareholders of Brookfield Wealth Solutions Ltd". https://titelia.com/en/stocks/brookfield-wealth-solutions-ltd-BMG174341047