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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

James M. Inhofe · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-07-24James M. Inhofe R–OKSale · partial (partial sale, member-owned)Traded 06-29 +25d$1K–$15K
2020-04-10James M. Inhofe R–OKSale · partial (partial sale, member-owned)Traded 03-20 +21d$1K–$15K
2020-03-13James M. Inhofe R–OKSale · partial (partial sale, member-owned)Traded 02-20 +22d$50K–$100K
2020-02-14James M. Inhofe R–OKSale · partial (partial sale, member-owned)Traded 01-27 +18d$50K–$100K
2018-08-20James M. Inhofe R–OKSale · partial (partial sale, member-owned)Traded 08-14 +6d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
426VANGUARD GROUP INC$01
427MEKETA INVESTMENT GROUP INC /ADV$01
428TEACHER RETIREMENT SYSTEM OF TEXAS$01
429HARBOUR INVESTMENTS, INC.$01
430TANDEM CAPITAL MANAGEMENT CORP /ADV$01
431GROUP ONE TRADING LLC$01
432EVERGREEN CAPITAL MANAGEMENT LLC$01
433CIBC Private Wealth Group LLC$01
434Graham Capital Management, L.P.$01
435Allen Investment Management, LLC$01
436GSA CAPITAL PARTNERS LLP$01
437NORGES BANK$01
438Hudson Bay Capital Management LP$01
439CAPSTONE INVESTMENT ADVISORS, LLC$01
440SUSQUEHANNA ADVISORS GROUP, INC.$01
441EXCHANGE TRADED CONCEPTS, LLC$01
442SRH ADVISORS, LLC$01
443Cambria Investment Management, L.P.$01
444Dynamic Technology Lab Private Ltd$01
445Twin Tree Management, LP$01
446Leonteq Securities AG$01
447PICTON MAHONEY ASSET MANAGEMENT$01
448VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
449Mirae Asset Global Investments Co., Ltd.$01
450Headlands Technologies LLC$01
451MUFG Securities EMEA plc$01
452Point72 Asset Management, L.P.$01
453Engineers Gate Manager LP$01
454WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
455Wealthspire Advisors, LLC$01
456KESTRA PRIVATE WEALTH SERVICES, LLC$01
457Lido Advisors, LLC$01
458Glenview Trust Co$01
459McIlrath & Eck, LLC$01
460Lester Murray Antman dba SimplyRich$01
461Qube Research & Technologies Ltd$01
462Global Retirement Partners, LLC$01
463BELLEVUE ASSET MANAGEMENT, LLC$01
464Aquatic Capital Management LLC$01
465JACKSON SQUARE CAPITAL, LLC$01
466Volterra Technologies LP$01
467Capital Group Private Client Services, Inc.$01
468Spire Wealth Management$01
469Optiver Holding B.V.$01
470TUCKER ASSET MANAGEMENT LLC$01
471Allie Family Office LLC$01
472HERBST GROUP, LLC$01
473SageView Advisory Group, LLC$01
474ARMSTRONG ADVISORY GROUP, INC$01
475Triasima Portfolio Management inc.$01
476Quarry LP$01
477SHERBROOKE PARK ADVISERS LLC$01
478Focus Financial Network, Inc.$01
479Scientech Research LLC$01
480Wealth Watch Advisors, INC$01
481Aster Capital Management (DIFC) Ltd$01
482GatePass Capital, LLC$01
483Quattro Advisors LLC$01
484Midway Capital Research & Management$01
Truncated by Public Filings. The published aggregate ranks the top 484 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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