Signals

BAM

819 in-universe funds with a nonzero position in BAM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24862
Score / z-0.939 / -1.15
Consensus230.26 over 395 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

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 53,507.0 69.5% 4 -1.9 pp -7.9 pp -9.6 pp +69.5 pp
Partners Value Investments L.P. CIK 0001162777 0.991 7 1,327.0 13.5% 5 -0.5 pp -1.5 pp -2.7 pp -3.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 953.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 607.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 604.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 520.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 492.9 0.5% 6 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 485.9 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 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 481.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Capital International Investors CIK 0001562230 0.968 446 343.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 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 308.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 276.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 256.7 0.6% 5 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 239.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 227.4 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 223.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 217.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 215.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 209.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 189.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 175.8 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 168.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 166.0 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 165.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 160.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 154.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 149.7 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 137.4 1.6% 5 +0.0 pp +0.5 pp +0.8 pp +0.9 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 135.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 130.7 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 130.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 126.9 0.1% 5 -0.1 pp -0.3 pp -0.5 pp -0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 104.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 98.4 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 94.0 1.6% 5 -0.1 pp -0.5 pp -0.7 pp -0.8 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 92.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 79.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 74.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 73.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 72.2 2.1% 5 -0.1 pp +0.9 pp +1.0 pp +1.6 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 70.4 0.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 70.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 67.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 56.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 53.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 52.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 49.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 49.0 0.1% 5 -0.0 pp -0.4 pp -0.6 pp -0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 48.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 47.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 47.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 42.4 2.4% 5 +0.9 pp +1.1 pp +0.9 pp +0.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 41.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 40.7 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 37.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 35.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 34.5 0.2% 5 -0.0 pp -0.3 pp -0.6 pp -0.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 31.5 0.0% 7 -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 30.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 30.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 28.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 27.0 4.2% 5 -0.6 pp +0.2 pp +0.4 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 25.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 24.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 24.2 3.3% 3 -0.1 pp -13.4 pp +3.3 pp +3.3 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 23.9 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 23.1 2.7% 5 +0.3 pp +1.5 pp +1.6 pp +2.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 23.0 0.6% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 19.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 18.9 5.3% 5 -0.7 pp -1.4 pp -1.2 pp -1.5 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 18.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 18.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 18.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 17.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 17.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 16.7 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 16.5 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 16.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 14.8 1.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 13.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 12.8 2.4% 5 +0.0 pp -0.4 pp -2.3 pp -2.5 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 12.7 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 12.1 1.1% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
Partners Group Holding AG CIK 0001534259 0.621 52 12.1 0.8% 3 -0.2 pp +0.0 pp +0.8 pp +0.8 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 11.5 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 11.4 0.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
Capital International Sarl CIK 0001065349 0.698 287 10.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 10.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.8 0.0% 5 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 9.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 8.5 1.5% 5 -0.3 pp -0.3 pp -0.5 pp -0.9 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 8.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 8.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 7.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 7.6 1.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 7.6 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 6.5 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 5.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 5.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.7 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 4.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 4.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 4.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 4.4 0.7% 5 -0.0 pp -0.2 pp -0.1 pp -0.4 pp
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PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
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
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 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
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 +0.0 pp -0.5 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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