Smart Money Radar / Tickers / BAM

BAM Financial Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
405
of 621 total, index funds excluded
This quarter
+60
70 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2018Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $65.9B held
FundValueNote
BROOKFIELD Corp /ON/ $53.0B
Partners Value Investments … $1.3B
ROYAL BANK OF CANADA $876M
TD Asset Management Inc $594M
PRINCIPAL FINANCIAL GROUP I… $566M
VANGUARD CAPITAL MANAGEMENT… $514M
BANK OF MONTREAL /CAN/ $468M
Capital World Investors $467M
MACKENZIE FINANCIAL CORP $434M
FMR LLC $407M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.