Who Owns Brookwood Financial Partners LLC (YSWY)? -- Institutional Holders (2026-06-30)

84 institutions reported holding $388.1M of Brookwood Financial Partners LLC (YSWY) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($53.9M), AMERICAN CENTURY COMPANIES INC ($39.2M), ROYCE & ASSOCIATES LP ($30.3M), BlackRock, Inc. ($27.0M), Boston Partners ($24.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	PRINCIPAL FINANCIAL GROUP INC	$53.9M	2.7M	New
2	AMERICAN CENTURY COMPANIES INC	$39.2M	1.9M	New
3	ROYCE & ASSOCIATES LP	$30.3M	1.5M	New
4	BlackRock, Inc.	$27.0M	1.3M	New
5	Boston Partners	$24.0M	1.2M	New
6	CITADEL ADVISORS LLC	$21.9M	1.1M	New
7	WELLINGTON MANAGEMENT GROUP LLP	$18.7M	923,515	New
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$17.4M	857,768	New
9	VANGUARD GROUP INC	$17.3M	851,889	New
10	GOLDMAN SACHS GROUP INC	$15.4M	759,241	New
11	Russell Investments Group, Ltd.	$10.3M	507,696	New
12	MILLENNIUM MANAGEMENT LLC	$9.8M	482,586	New
13	LAZARD ASSET MANAGEMENT LLC	$9.6M	471,542	New
14	Yaupon Capital Management LP	$8.9M	437,375	New
15	GEODE CAPITAL MANAGEMENT, LLC	$7.9M	389,088	New
16	JANE STREET GROUP, LLC	$7.3M	358,840	New
17	TWO SIGMA INVESTMENTS, LP	$6.7M	332,099	New
18	FRANKLIN RESOURCES INC	$6.1M	302,223	New
19	STATE STREET CORP	$4.4M	218,577	New
20	LORD, ABBETT & CO. LLC	$3.2M	160,000	New
21	Ghisallo Capital Management LLC	$3.0M	150,000	New
22	SEVEN GRAND MANAGERS, LLC	$3.0M	150,000	New
23	Burkehill Global Management, LP	$2.8M	140,000	New
24	Sixth Street Partners Management Company, L.P.	$2.6M	129,777	New
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.6M	129,777	New

来源：SEC 13F 申报文件 · 截至 2026-06-30