CWM, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1535847 OMAHA, NE

Position in BAM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,506,277

+$901,435 QoQ

Shares Held

33,887

+193.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $147,411,641 across 277 Asset Management names. BAM ranks #20 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	IVZ	Invesco Ltd.	296,702	$7,206,891
8	PFG	Principal Financial Group Inc	46,458	$4,186,330

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,506,277	33,887	+193.5%	Shares	Sole	2026-05-14
2025-12-31	$604,842	11,545	+25.1%	Shares	Sole	2026-01-26
2025-09-30	$525,385	9,227	+267.0%	Shares	Sole	2025-10-15
2025-06-30	$138,973	2,514	+3.5%	Shares	Sole	2025-07-25
2025-03-31	$117,636	2,428	-17.5%	Shares	Sole	2025-05-01
2024-12-31	$159,426	2,942	+18.5%	Shares	Sole	2025-02-04
2024-09-30	$117,421	2,483	+1.4%	Shares	Sole	2024-10-08
2024-06-30	$93,146	2,448	+12.2%	Shares	Sole	2024-07-10
2024-03-31	$91,645	2,181	+6.3%	Shares	Sole	2024-04-05
2023-12-31	$82,428	2,052	+4.7%	Shares	Sole	2024-02-01
2023-09-30	$65,313	1,959	+48.5%	Shares	Sole	2023-10-11
2023-06-30	$43,038	1,319	+29.2%	Shares	Sole	2023-08-03
2023-03-31	$33,407	1,021	+107.9%	Shares	Sole	2023-05-01
2022-12-31	$14,076	491	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.