Mutual Advisors, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1694080 OMAHA, NE

Position in BAM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$335,747

+$1,039 QoQ

Shares Held

7,486

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#391

of 619 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $51,619,051 across 60 Asset Management names. BAM ranks #38 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	354,730	$6,573,146
2	CEF	Sprott Physical Gold & Silver Trust	95,196	$3,829,735
3	BLK	BlackRock, Inc.	3,287	$3,160,647
4	CCD	Calamos Dynamic Convertible & Income Fund	100,596	$2,592,358
5	TROW	Price T Rowe Group Inc	22,681	$2,578,602
6	BX	Blackstone Inc.	17,958	$2,113,117
7	TRIN	Trinity Capital Inc.	104,179	$1,863,762
8	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	119,705	$1,781,210

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,747	7,486	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$334,708	7,530	-2.6%	Shares	Sole	2026-05-04
2025-12-31	$405,079	7,732	-5.5%	Shares	Sole	2026-02-02
2025-09-30	$465,655	8,178	-3.1%	Shares	Sole	2025-11-04
2025-06-30	$466,452	8,438	-9.8%	Shares	Sole	2025-07-28
2025-03-31	$453,007	9,350	+11.3%	Shares	Sole	2025-04-28
2024-12-31	$455,087	8,398	-11.6%	Shares	Sole	2025-01-17
2024-09-30	$449,444	9,504	-47.4%	Shares	Sole	2024-10-25
2024-06-30	$688,020	18,082	-6.3%	Shares	Sole	2024-07-30
2024-03-31	$811,028	19,301	-4.0%	Shares	Sole	2024-05-02
2023-12-31	$807,939	20,113	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.