Signals

BAM

693 in-universe funds with a nonzero position in BAM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22786
Score / z-0.647 / -0.93
Consensus207.41 over 374 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+6% / 10.6d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 62,502.4 77.4% 2 -1.7 pp +77.4 pp +77.4 pp +77.4 pp
Partners Value Investments L.P. CIK 0001162777 0.991 7 1,613.1 15.1% 3 -1.2 pp -2.2 pp +15.1 pp +15.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,057.1 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 928.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 857.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 827.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Capital International Investors CIK 0001562230 0.968 446 697.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 642.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 518.3 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
FIL Ltd CIK 0000318989 0.878 1140 514.5 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 412.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 288.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 265.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 263.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 255.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 245.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 241.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 236.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 226.0 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 206.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 193.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 187.4 0.5% 3 -0.2 pp +0.1 pp +0.5 pp +0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 182.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 182.1 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 171.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 168.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 162.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 158.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 142.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 132.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 122.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 119.7 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 114.9 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 106.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 104.9 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 97.6 0.5% 3 -0.3 pp -0.3 pp +0.5 pp +0.5 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 96.1 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 94.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 90.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 88.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 77.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 77.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 76.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 72.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 70.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 66.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 58.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 55.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 54.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 54.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 51.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 49.1 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 46.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 41.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 41.0 1.2% 3 +0.2 pp +0.7 pp +1.2 pp +1.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 41.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 40.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 32.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 30.1 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 26.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 25.3 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Amundi CIK 0001330387 0.000 1 24.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 24.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 23.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 23.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 22.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 22.2 6.7% 3 +0.2 pp -0.1 pp +6.7 pp +6.7 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 21.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 21.1 3.9% 3 +0.2 pp +0.4 pp +3.9 pp +3.9 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 20.1 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 18.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 18.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 18.0 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
AVIVA PLC CIK 0001140022 0.925 854 17.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 17.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 17.1 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 16.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 16.8 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 16.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 15.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 15.2 2.8% 3 -1.9 pp -2.1 pp +2.8 pp +2.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 15.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 14.5 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 14.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 13.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 13.4 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 13.2 1.2% 3 +0.1 pp +0.7 pp +1.2 pp +1.2 pp
QV Investors Inc. CIK 0001570253 0.548 68 13.1 1.1% 3 -0.3 pp -0.8 pp +1.1 pp +1.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 12.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Partners Group Holding AG CIK 0001534259 0.621 52 12.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 11.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 10.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 10.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 9.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 9.5 1.8% 3 -0.2 pp -0.6 pp +1.8 pp +1.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 8.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 8.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 8.3 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 8.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 7.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 7.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 7.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 6.3 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 6.2 0.9% 3 +0.1 pp -0.2 pp +0.9 pp +0.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 5.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodbridge CO LTD CIK 0001397960 0.000 48 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewGen Asset Management Ltd CIK 0001845012 0.082 29 5.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 5.2 0.3% 3 -0.2 pp +0.0 pp +0.3 pp +0.3 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 5.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 4.9 2.6% 3 -0.4 pp -0.7 pp +2.6 pp +2.6 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 4.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 4.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paradice Investment Management LLC CIK 0001620275 0.613 21 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BAM). Qtrs Held counts distinct quarters this fund has actually held BAM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAM position size. Δ columns are the percentage-point change in BAM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status