Public record / Tickers / BAM

BAM — Brookfield Asset Management Ltd.†

Both disclosure regimes on one name: who in Congress filed about BAM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming BAM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-24
filed 2020-07-24
13F holders
484
top-484 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

James M. Inhofe · $50.0K–$100K

SELL · traded 2020-02-20 → filed 2020-03-13. Ranked over every BAM row by the provable lower bound, never a point estimate.

No member disclosed BAM in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BAM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BAM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BAM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-07-24James M. Inhofe R–OKSELL partial (partial sale, member-owned)Traded 06-29 +25d$1K–$15K
2020-04-10James M. Inhofe R–OKSELL partial (partial sale, member-owned)Traded 03-20 +21d$1K–$15K
2020-03-13James M. Inhofe R–OKSELL partial (partial sale, member-owned)Traded 02-20 +22d$50K–$100K
2020-02-14James M. Inhofe R–OKSELL partial (partial sale, member-owned)Traded 01-27 +18d$50K–$100K
2018-08-20James M. Inhofe R–OKSELL partial (partial sale, member-owned)Traded 08-14 +6d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in BAM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed BAM in the trailing 12 months.

Congress ↔ notable managers · BAM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $1.4M held
Trimming
1 Gotham Asset Management $490K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Brookfield Asset Management Lt

Merged timeline of congressional filings and notable-manager moves on BAM
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+30,379 sh
2026-05-15Gotham Asset Management 13FTRIM−3,842 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BAM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BROOKFIELD Corp /ON/$53.0B1
2Partners Value Investments L.P.$1.3B1
3ROYAL BANK OF CANADA$876M1
4TD ASSET MANAGEMENT INC$594M1
5PRINCIPAL FINANCIAL GROUP INC$566M1
6VANGUARD CAPITAL MANAGEMENT LLC$514M1
7BANK OF MONTREAL /CAN/$468M1
8Capital World Investors$467M1
9MACKENZIE FINANCIAL CORP$434M1
10FMR LLC$407M1
11Capital International Investors$339M1
12MORGAN STANLEY$256M1
13FIL Ltd$252M1
14BlackRock, Inc.$245M1
15MANUFACTURERS LIFE INSURANCE COMPANY, THE$236M1
16CIBC Asset Management Inc$235M1
17TD Waterhouse Canada Inc.$206M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$198M1
19STATE STREET CORP$170M1
20BANK OF AMERICA CORP /DE/$153M1
21VANGUARD FIDUCIARY TRUST CO$152M1
22DAVENPORT & Co LLC$151M1
23BANK OF NOVA SCOTIA$133M1
24Vanguard Global Advisers, LLC$119M1
25NATIONAL BANK OF CANADA /FI/$110M1
26Legal & General Group Plc$98.5M1
27MARKEL GROUP INC.$97.5M1
28CANADA PENSION PLAN INVESTMENT BOARD$96.6M1
29D. E. Shaw & Co., Inc.$87.1M1
30SCOTIA CAPITAL INC.$85.2M1
31JANE STREET GROUP, LLC$83.5M1
32INTACT INVESTMENT MANAGEMENT INC.$73.8M1
33TORONTO DOMINION BANK$72.3M1
34Invesco Ltd.$71.4M1
35FIRST MANHATTAN CO. LLC.$49.1M1
36RENAISSANCE TECHNOLOGIES LLC$49.0M1
37Connor, Clark & Lunn Investment Management Ltd.$47.1M1
38NORTHERN TRUST CORP$46.8M1
39Nuveen, LLC$46.3M1
40HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$41.9M1
41BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$41.1M1
42Federation des caisses Desjardins du Quebec$40.8M1
43Corient Private Wealth LLC$40.3M1
441832 Asset Management L.P.$35.9M1
45DEUTSCHE BANK AG\$35.2M1
46VANGUARD ASSET MANAGEMENT, Ltd$34.4M1
47Amundi$31.3M1
48CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$30.7M1
49UBS Group AG$29.1M1
50WELLS FARGO & COMPANY/MN$28.7M1
51Broad Run Investment Management, LLC$26.8M1
52Sather Financial Group Inc$25.4M1
53Quadrature Capital Ltd$25.1M1
54AQR CAPITAL MANAGEMENT LLC$24.7M1
55GFI Investment Counsel Ltd.$24.6M1
56SCHRODER INVESTMENT MANAGEMENT GROUP$20.8M1
57VANGUARD PORTFOLIO MANAGEMENT LLC$20.6M1
58ENVESTNET ASSET MANAGEMENT INC$20.0M1
59NICOLA WEALTH MANAGEMENT LTD.$19.3M1
60PORTLAND INVESTMENT COUNSEL INC.$18.7M1
61CI INVESTMENTS INC.$18.2M1
62BAMCO INC /NY/$17.7M1
63CITADEL ADVISORS LLC$17.1M1
64Fiera Capital Corp$16.5M1
65GUARDIAN CAPITAL LP$15.9M1
66Addenda Capital Inc.$15.5M1
67MONTRUSCO BOLTON INVESTMENTS INC.$15.3M1
68Guardian Partners Inc.$15.2M1
69MCDONALD CAPITAL INVESTORS INC/CA$15.1M1
70SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.3M1
71Partners Group Holding AG$13.7M1
72Capital International, Inc./CA/$13.2M1
73Korea Investment CORP$13.0M1
74Sequoia Financial Advisors, LLC$13.0M1
75America First Investment Advisors, LLC$12.7M1
76Quantinno Capital Management LP$12.5M1
77BRUNI J V & CO /CO$12.2M1
78RAYMOND JAMES FINANCIAL INC$11.8M1
79WELLINGTON MANAGEMENT GROUP LLP$11.1M1
80TOCQUEVILLE ASSET MANAGEMENT L.P.$10.7M1
81Capital International Sarl$9.9M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.5M1
83MILLENNIUM MANAGEMENT LLC$9.4M1
84STIFEL FINANCIAL CORP$9.3M1
85Vanguard Investments Australia, Ltd.$9.0M1
86UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.8M1
87APG Asset Management N.V.$8.8M1
88SEI INVESTMENTS CO$8.7M1
89Blue Zone Wealth Advisors, LLC$8.6M1
90HORIZON KINETICS ASSET MANAGEMENT LLC$8.4M1
91ALLIANCEBERNSTEIN L.P.$7.9M1
92WOODMONT INVESTMENT COUNSEL LLC$7.7M1
93CITIGROUP INC$7.5M1
94SUMMITRY LLC$7.4M1
95LAFFER TENGLER INVESTMENTS, INC.$7.2M1
96FRANKLIN RESOURCES INC$7.1M1
97Pictet Asset Management Holding SA$7.0M1
98Compagnie Lombard Odier SCmA$6.4M1
99MAI Capital Management$6.2M1
100Creative Planning$6.2M1
101STATE OF WISCONSIN INVESTMENT BOARD$5.7M1
102SKBA CAPITAL MANAGEMENT LLC$5.3M1
103CAPITAL INTERNATIONAL LTD /CA/$5.2M1
104Cerity Partners LLC$5.1M1
105Smith Salley Wealth Management$5.0M1
106Zurcher Kantonalbank (Zurich Cantonalbank)$4.7M1
107Woodbridge CO LTD$4.6M1
108Texas Yale Capital Corp.$4.6M1
109Alberta Investment Management Corp$4.5M1
110Lansforsakringar Fondforvaltning AB (publ)$4.3M1
111XTX Topco Ltd$4.3M1
112HighTower Advisors, LLC$4.2M1
113Swiss Life Asset Management Ltd$3.9M1
114Mariner, LLC$3.8M1
115Steward Partners Investment Advisory, LLC$3.8M1
116Harvest Portfolios Group Inc.$3.8M1
117Marks Group Wealth Management, Inc$3.7M1
118SCHWARTZ INVESTMENT COUNSEL INC$3.6M1
119INTECH INVESTMENT MANAGEMENT LLC$3.6M1
120Assenagon Asset Management S.A.$3.6M1
121JCIC Asset Management Inc.$3.5M1
122Focus Partners Wealth$3.4M1
123ArrowMark Colorado Holdings LLC$3.4M1
124MIZUHO MARKETS AMERICAS LLC$3.3M1
125AMERICAN CENTURY COMPANIES INC$3.3M1
126BROWN ADVISORY INC$3.3M1
127TWO SIGMA INVESTMENTS, LP$3.3M1
128Machina Capital S.A.S.$3.3M1
129FORA Capital, LLC$3.2M1
130Janus Henderson Group Ltd.$3.1M1
131TRITONPOINT WEALTH, LLC$2.9M1
132Timelo Investment Management Inc.$2.9M1
133Cetera Investment Advisers$2.9M1
134PRIVATE MANAGEMENT GROUP INC$2.8M1
135Chicago Partners Investment Group LLC$2.8M1
136Utah Retirement Systems$2.8M1
137Asset Management One Co., Ltd.$2.8M1
138USS Investment Management Ltd$2.7M1
139PUBLIC SECTOR PENSION INVESTMENT BOARD$2.7M1
140KIRR MARBACH & CO LLC /IN/$2.6M1
141LPL Financial LLC$2.5M1
142Davidson Kahn Capital Management, LLC$2.4M1
143Investment Management Corp of Ontario$2.4M1
144Blue Sky Capital Consultants Group, Inc.$2.3M1
145Gold Investment Management Ltd.$2.3M1
146Northwest & Ethical Investments L.P.$2.3M1
147Squarepoint Ops LLC$2.3M1
148Tacita Capital Inc$2.2M1
149Clearstead Advisors, LLC$2.0M1
150Generali Asset Management SPA SGR$2.0M1
151Live Oak Private Wealth LLC$1.9M1
152Strategic Advisors LLC$1.9M1
153Capula Management Ltd$1.9M1
154VAN DEN BERG MANAGEMENT I, INC$1.9M1
155AXQ CAPITAL, LP$1.8M1
156XPONANCE LLC$1.8M1
157Rezny Wealth Management, Inc.$1.8M1
158AIA Group Ltd$1.8M1
159SPROTT INC.$1.7M1
160IEQ CAPITAL, LLC$1.7M1
161Avanza Fonder AB$1.6M1
162SIG North Trading, ULC$1.5M1
163CWM, LLC$1.5M1
164Rockefeller Capital Management L.P.$1.5M1
165BNP Paribas Asset Management Holding S.A.$1.5M1
166Ervin Investment Management, LLC$1.5M1
167Vanguard Personalized Indexing Management, LLC$1.4M1
168Bridgewater Associates, LP$1.4M1
169WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
170Capital Group Investment Management Pte. Ltd.$1.3M1
171O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
172Radnor Capital Management, LLC$1.3M1
173CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.3M1
174BCV Asset Management Inc.$1.2M1
175Cumberland Partners Ltd$1.2M1
176Cannell & Spears LLC$1.2M1
177Timber Creek Capital Management LLC$1.2M1
178MONETA GROUP INVESTMENT ADVISORS LLC$1.1M1
179Advisors Asset Management, Inc.$1.1M1
180Castle Rock Wealth Management, LLC$1.1M1
181MERCER GLOBAL ADVISORS INC /ADV$1.1M1
182NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
183DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M1
184Maridea Wealth Management LLC$1.1M1
185PDT Partners, LLC$1.0M1
186Summit Trail Advisors, LLC$1.0M1
1872Xideas AG$998K1
188Westerkirk Capital Inc.$996K1
189Pathstone Holdings, LLC$994K1
190Qsemble Capital Management, LP$990K1
191US BANCORP \DE\$985K1
192NATIXIS$940K1
193Blue Fin Capital, Inc.$933K1
194Henshaw Capital LLC$916K1
195Atlantic Union Bankshares Corp$915K1
196&PARTNERS$914K1
197COMMONWEALTH EQUITY SERVICES, LLC$907K1
198Lincoln Capital LLC$900K1
199Ensign Peak Advisors, Inc$889K1
200Greenland Capital Management LP$889K1
201Canal Capital Management, LLC$887K1
202Apollon Wealth Management, LLC$884K1
203Baird Financial Group, Inc.$880K1
204VOYA INVESTMENT MANAGEMENT LLC$854K1
205LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$831K1
206Maryland State Retirement & Pension System$826K1
207Waterfront Wealth Inc.$819K1
208CIBC Bancorp USA Inc.$809K1
209OSAIC HOLDINGS, INC.$796K1
210Grantham, Mayo, Van Otterloo & Co. LLC$796K1
211Demars Financial Group, LLC$789K1
212FOUNDATIONS INVESTMENT ADVISORS, LLC$757K1
213Avior Wealth Management, LLC$746K1
214Weiss Asset Management LP$725K1
215Chemistry Wealth Management LLC$722K1
216Geneos Wealth Management Inc.$714K1
217EFG International AG$698K1
218ALPS ADVISORS INC$697K1
219Third View Private Wealth, LLC$697K1
220Aviso Financial Inc.$692K1
221Laurion Capital Management LP$689K1
222TRUIST FINANCIAL CORP$681K1
223GATEWAY INVESTMENT ADVISERS LLC$658K1
224Osmosis Investment Management UK Ltd$656K1
225Carnegie Lake Advisors LLC$636K1
226Chicago Capital, LLC$635K1
227Clear Trail Advisors, LLC$632K1
228BLAIR WILLIAM & CO/IL$628K1
229Jackson Hole Capital Partners, LLC$628K1
230RITHOLTZ WEALTH MANAGEMENT$608K1
231Waverly Advisors, LLC$607K1
232REGIONS FINANCIAL CORP$592K1
233QUADRANT CAPITAL GROUP LLC$583K1
234MML INVESTORS SERVICES, LLC$582K1
235CULBERTSON A N & CO INC$574K1
236St. Louis Trust Co$573K1
237PRINCIPAL SECURITIES, INC.$566K1
238NEEDHAM INVESTMENT MANAGEMENT LLC$559K1
239Atria Investments, Inc$556K1
240HB Wealth Management, LLC$538K1
241Pacifica Partners Inc.$535K1
242KRAEMATON INVESTMENT ADVISORS, INC$534K1
243Equity Wealth Partners, LLC$531K1
244HUB Investment Partners, LLC$529K1
245Private Advisor Group, LLC$525K1
246TBH Global Asset Management, LLC$524K1
247Taylor Hoffman Capital Management LLC$518K1
248ROYAL LONDON ASSET MANAGEMENT LTD$511K1
249Prana Capital Management, LP$505K1
250FIDUCIARY TRUST CO$499K1
251North Dakota State Investment Board$491K1
252Gotham Asset Management, LLC$490K1
253Herold Advisors, Inc.$486K1
254Crossmark Global Holdings, Inc.$483K1
255Cresset Asset Management, LLC$478K1
256WORLDQUANT MILLENNIUM ADVISORS LLC$471K1
257UniSuper Management Pty Ltd$464K1
258TWINBEECH CAPITAL LP$456K1
259Prospera Financial Services Inc$456K1
260UNITED CAPITAL FINANCIAL ADVISORS, LLC$451K1
261DENALI ADVISORS LLC$449K1
262Alpine Global Management, LLC$447K1
263Salvus Wealth Management, LLC$440K1
264Summit Financial, LLC$434K1
265AIGEN INVESTMENT MANAGEMENT, LP$432K1
266Purpose Unlimited Inc.$428K1
267SummitTX Capital, L.P.$424K1
268Laird Norton Wetherby Trust Company, LLC$422K1
269Metis Global Partners, LLC$420K1
270BANK OF NOVA SCOTIA TRUST CO$415K1
271GRIFFIN ASSET MANAGEMENT, INC.$412K1
272Vise Technologies, Inc.$408K1
273Frank, Rimerman Advisors LLC$404K1
274Merit Financial Group, LLC$401K1
275Hunting Hill Global Capital, LLC$400K1
276Capital Advisors Wealth Management, LLC$400K1
277Wilmington Savings Fund Society, FSB$399K1
278Carson Advisory Inc.$389K1
279Gilbert & Cook, Inc.$386K1
280Compound Planning, Inc.$370K1
281Ballentine Partners, LLC$369K1
282Bridgefront Capital, LLC$365K1
283Cardinal Point Capital Management ULC$359K1
284TritonPoint Partners, LLC$356K1
285CITIZENS FINANCIAL GROUP INC/RI$351K1
286VIEWPOINT INVESTMENT PARTNERS CORP$349K1
287Bond & Devick Financial Network, Inc.$342K1
288WULFF, HANSEN & CO.$342K1
289Odyssean, LLC$341K1
290RHODES INVESTMENT ADVISORS INC /ADV$340K1
291Mutual Advisors, LLC$335K1
292CREDIT AGRICOLE S A$334K1
293K.J. Harrison & Partners Inc$331K1
294ASR Vermogensbeheer N.V.$320K1
295Hendershot Investments Inc.$318K1
296Schneider Downs Wealth Management Advisors, LP$318K1
297DIMENSIONAL FUND ADVISORS LP$317K1
298Storgate, LLC$312K1
299PFG Investments, LLC$307K1
300Stamos Capital Partners, L.P.$305K1
301Snowden Capital Advisors LLC$301K1
302FIRST TRUST ADVISORS LP$289K1
303Proficio Capital Partners LLC$288K1
304Western Wealth Management, LLC$280K1
305Moors & Cabot, Inc.$275K1
306Stratos Wealth Partners, LTD.$273K1
307Callan Family Office, LLC$268K1
308BERKSHIRE ASSET MANAGEMENT LLC/PA$263K1
309Kestra Advisory Services, LLC$262K1
310NewEdge Wealth, LLC$255K1
311Empowered Funds, LLC$255K1
312Curi Capital, LLC$255K1
313Whetstone Capital Advisors, LLC$254K1
314GoodHaven Capital Management, LLC$252K1
315Northwest Financial Advisors$251K1
316SEARLE & CO.$251K1
317Tower Research Capital LLC (TRC)$248K1
318Walleye Capital LLC$242K1
319CLIFFORD SWAN INVESTMENT COUNSEL LLC$241K1
320Sanctuary Advisors, LLC$239K1
321Frec Markets, Inc.$239K1
322SeaBridge Investment Advisors LLC$235K1
323UMB Bank, n.a.$234K1
324SIGNATUREFD, LLC$233K1
325Athena Wealth Management, LLC$233K1
326Round Rock Advisors LLC$229K1
327Evercore Wealth Management, LLC$228K1
328PARSONS CAPITAL MANAGEMENT INC/RI$228K1
329MOSELEY INVESTMENT MANAGEMENT INC$225K1
330Vestmark Advisory Solutions, Inc.$218K1
331COMMERCE BANK$214K1
332Jefferies Financial Group Inc.$203K1
333MGO ONE SEVEN LLC$201K1
334Compass Ion Advisors, LLC$201K1
335IFG Advisory, LLC$152K1
336Centiva Capital, LP$128K1
337Allworth Financial LP$113K1
338Smartleaf Asset Management LLC$94.9K1
339Arax Advisory Partners$93.9K1
340Solstein Capital, LLC$91.8K1
341WOLVERINE ASSET MANAGEMENT LLC$87.7K1
342DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$85.6K1
343DAGCO, INC.$78.5K1
344FIFTH THIRD BANCORP$71.1K1
345Cromwell Holdings LLC$70.7K1
346Cassaday & Co Wealth Management LLC$70.0K1
347Financial Perspectives, Inc$68.6K1
348Parkside Financial Bank & Trust$68.0K1
349Addison Advisors LLC$67.7K1
350Key FInancial Inc$63.0K1
351Larson Financial Group LLC$58.7K1
352HM PAYSON & CO$57.7K1
353BFSG, LLC$44.8K1
354DHJJ Financial Advisors, Ltd.$44.5K1
355Pinnacle Wealth Planning Services, Inc.$40.5K1
356Legacy Bridge, LLC$40.4K1
357LOM Asset Management Ltd$37.1K1
358HRT FINANCIAL LP$36.9K1
359Eurizon Capital SGR S.p.A.$32.5K1
360ASSETMARK, INC$31.7K1
361Banque Transatlantique SA$26.7K1
362Mountain Hill Investment Partners Corp.$26.5K1
363Truvestments Capital LLC$26.1K1
364Union Bancaire Privee, UBP SA$25.4K1
365Clearstead Trust, LLC$23.2K1
366SHP Wealth Management$18.1K1
367CANADA LIFE ASSURANCE Co$16.9K1
368Owl Creek Wealth Partners LLC$15.6K1
369Stonehage Fleming Financial Services Holdings Ltd$15.5K1
370Itau Unibanco Holding S.A.$15.0K1
371Asset Dedication, LLC$13.6K1
372CENTRAL TRUST Co$13.5K1
373Bell Investment Advisors, Inc$13.1K1
374True Wealth Design, LLC$12.8K1
375Transamerica Financial Advisors, LLC$12.1K1
376GILPIN WEALTH MANAGEMENT, LLC$12.1K1
377FINANCIAL CONSULATE, INC$11.2K1
378Prestige Wealth Management Group LLC$10.7K1
379Legacy Wealth Managment, LLC/ID$8.4K1
380WPG Advisers, LLC$8.3K1
381Costello Asset Management, INC$7.8K1
382Treasurer of the State of North Carolina$7.3K1
383Kemnay Advisory Services Inc.$7.1K1
384CVA Family Office, LLC$7.1K1
385BEACON INVESTMENT ADVISORY SERVICES, INC.$7.0K1
386DELTA ASSET MANAGEMENT LLC/TN$6.9K1
387New England Capital Financial Advisors LLC$6.0K1
388JNBA Financial Advisors$5.7K1
389Private Wealth Management Group, LLC$5.4K1
390Triumph Capital Management$4.4K1
391NFSG Corp$4.0K1
392DekaBank Deutsche Girozentrale$3.6K1
393Darwin Wealth Management, LLC$3.5K1
394TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$3.4K1
395MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$3.2K1
396SJS Investment Consulting Inc.$2.6K1
397Scarborough Advisors, LLC$2.6K1
398Physician Wealth Advisors, Inc.$2.5K1
399Magnolia Wealth Management, LLC$2.4K1
400Caitong International Asset Management Co., Ltd$2.4K1
401TEALWOOD ASSET MANAGEMENT INC$2.3K1
402EVERMAY WEALTH MANAGEMENT LLC$2.3K1
403JFS WEALTH ADVISORS, LLC$2.2K1
404Johnson Financial Group, Inc.$2.0K1
405JPL Wealth Management, LLC$1.9K1
406Mowery & Schoenfeld Wealth Management, LLC$1.7K1
407Blue Trust, Inc.$1.2K1
408Hamrick Investment Counsel, llc$1.2K1
409Virtu Financial LLC$1.1K1
410Sunrise Financial Services, LLC$1.1K1
411Intentional Wealth Strategies, LLC$1.1K1
412TOMPKINS FINANCIAL CORP$1.0K1
413MV CAPITAL MANAGEMENT, INC.$9781
414Barnes Dennig Private Wealth Management LLC$9781
415Kilter Group LLC$9781
416Advocate Investing Services LLC$9781
417PARK AVENUE SECURITIES LLC$7101
418SouthState Bank Corp$4451
419Manchester Capital Management LLC$3561
420Dorato Capital Management$2271
421HERITAGE INVESTORS MANAGEMENT CORP$2201
422Godfrey Financial Associates, Inc.$1781
423Stone House Investment Management, LLC$331
424Abound Wealth Management$21
425M&T BANK CORP— value not disclosed1
426VANGUARD GROUP INC— value not disclosed1
427MEKETA INVESTMENT GROUP INC /ADV— value not disclosed1
428TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
429HARBOUR INVESTMENTS, INC.— value not disclosed1
430TANDEM CAPITAL MANAGEMENT CORP /ADV— value not disclosed1
431GROUP ONE TRADING LLC— value not disclosed1
432EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
433CIBC Private Wealth Group LLC— value not disclosed1
434Graham Capital Management, L.P.— value not disclosed1
435Allen Investment Management, LLC— value not disclosed1
436GSA CAPITAL PARTNERS LLP— value not disclosed1
437NORGES BANK— value not disclosed1
438Hudson Bay Capital Management LP— value not disclosed1
439CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
440SUSQUEHANNA ADVISORS GROUP, INC.— value not disclosed1
441EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
442SRH ADVISORS, LLC— value not disclosed1
443Cambria Investment Management, L.P.— value not disclosed1
444Dynamic Technology Lab Private Ltd— value not disclosed1
445Twin Tree Management, LP— value not disclosed1
446Leonteq Securities AG— value not disclosed1
447PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
448VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
449Mirae Asset Global Investments Co., Ltd.— value not disclosed1
450Headlands Technologies LLC— value not disclosed1
451MUFG Securities EMEA plc— value not disclosed1
452Point72 Asset Management, L.P.— value not disclosed1
453Engineers Gate Manager LP— value not disclosed1
454WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC— value not disclosed1
455Wealthspire Advisors, LLC— value not disclosed1
456KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
457Lido Advisors, LLC— value not disclosed1
458Glenview Trust Co— value not disclosed1
459McIlrath & Eck, LLC— value not disclosed1
460Lester Murray Antman dba SimplyRich— value not disclosed1
461Qube Research & Technologies Ltd— value not disclosed1
462Global Retirement Partners, LLC— value not disclosed1
463BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
464Aquatic Capital Management LLC— value not disclosed1
465JACKSON SQUARE CAPITAL, LLC— value not disclosed1
466Volterra Technologies LP— value not disclosed1
467Capital Group Private Client Services, Inc.— value not disclosed1
468Spire Wealth Management— value not disclosed1
469Optiver Holding B.V.— value not disclosed1
470TUCKER ASSET MANAGEMENT LLC— value not disclosed1
471Allie Family Office LLC— value not disclosed1
472HERBST GROUP, LLC— value not disclosed1
473SageView Advisory Group, LLC— value not disclosed1
474ARMSTRONG ADVISORY GROUP, INC— value not disclosed1
475Triasima Portfolio Management inc.— value not disclosed1
476Quarry LP— value not disclosed1
477SHERBROOKE PARK ADVISERS LLC— value not disclosed1
478Focus Financial Network, Inc.— value not disclosed1
479Scientech Research LLC— value not disclosed1
480Wealth Watch Advisors, INC— value not disclosed1
481Aster Capital Management (DIFC) Ltd— value not disclosed1
482GatePass Capital, LLC— value not disclosed1
483Quattro Advisors LLC— value not disclosed1
484Midway Capital Research & Management— value not disclosed1
Truncated by Public Filings. Every one of the 424 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BAM

RETAINED WINDOW · ACTIVE HITS

Zero hits on BAM in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BAM · financials and macro

Financials — as filed PLANNED

BAM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BAM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing