INTECH INVESTMENT MANAGEMENT LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1086318 WEST PALM BEACH, FL

Position in BAM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,606,316

+$2,664,711 QoQ

Shares Held

81,132

+351.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 16.458364147315486.ToString("F0")% Shared 0.ToString("F0")% None 83.54163585268452.ToString("F0")%

Financial Services · as of Mar 31, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $68,151,642 across 34 Asset Management names. BAM ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	183,572	$7,429,158
2	BLK	BlackRock, Inc.	7,325	$7,044,525
3	AMG	Affiliated Managers Group, Inc.	25,169	$6,964,262
4	EQH	Equitable Holdings, Inc.	149,216	$5,537,405
5	BAM	Brookfield Asset Management Ltd. This page	81,132	$3,606,316
6	STT	State Street Corp	28,203	$3,569,371
7	NTRS	Northern Trust Corp	24,456	$3,413,323
8	KKR	KKR & Co. Inc.	35,020	$3,239,349

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,606,316	81,132	+351.4%	Shares	Defined	2026-05-08
2025-12-31	$941,605	17,973	-53.6%	Shares	Defined	2026-02-10
2025-09-30	$2,204,830	38,722	+350.3%	Shares	Sole	2025-11-12
2025-06-30	$475,407	8,600	-10.9%	Shares	Defined	2025-08-08
2025-03-31	$467,542	9,650	+108.1%	Shares	Defined	2025-05-20
2024-12-31	$251,278	4,637	-42.7%	Shares	Sole	2025-02-11
2024-03-31	$339,899	8,089	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.