BROOKFIELD ASSET MANAGMT LTD

$BAM
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Smart money positioned

13 of the Top-200 alpha managers hold $BAM as of the latest 13F snapshot.

13F holders
609
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$BAM is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.50%, with an average of 0.06% of portfolio. Largest holder: Motley Fool Wealth Management, LLC at 0.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Motley Fool Wealth Management, LLC
0.50% NEW
α +15.3pts
02
Aigen Investment Management, LP
0.11% NEW
α +50.5pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.11% held
α +12.3pts
04
Stamos Capital Partners, L.P.
0.05% held
α +10.2pts
05
Caption Management, LLC
0.02% held
α +15.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 609 · Source: 13F-HR
01
Sandler Capital Management
71.44% of portfolio
130,000,000 sh
02
Rational Advisors, Inc.
14.07% of portfolio
29,588,407 sh
03
rebel Financial LLC
0.20% of portfolio
16,167,429 sh
04
Litman Gregory Wealth Management LLC
0.08% of portfolio
15,245,368 sh
05
Mackenzie Financial Corp.
0.61% of portfolio
9,861,244 sh
06
Panagora Asset Management Inc.
0.52% of portfolio
9,765,188 sh
07
Tufton Capital Management
0.48% of portfolio
6,296,136 sh
08
Exor N.V.
0.01% of portfolio
5,834,406 sh
09
Barrett & Company, Inc.
0.20% of portfolio
5,319,506 sh
10
Baldwin Wealth Partners LLC
0.58% of portfolio
5,283,210 sh
See all 609 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $BAM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $BAM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:59 UTC.