This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BAM/capital-change-brief"
Use Arkolith's capital_change_brief for BAM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BROOKFIELD Corp /ON/ | $53.0B | 1.2B | —Held | Q1 2026 | |
| 2 | Partners Value Investments L.P. | $1.3B | 29.6M | ▼−3.9% Reduced · −1.2M sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $876.1M | 19.7M | ▼−2.3% Reduced · −469K sh | Q1 2026 | |
| 4 | TD ASSET MANAGEMENT INC | $594.1M | 13.4M | ▼−15% Reduced · −2.4M sh | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $566.1M | 12.7M | ▲+62% Added · +4.9M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $514.3M | 11.6M | ▲New +11.6M sh | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $467.5M | 10.5M | ▼−14% Reduced · −1.7M sh | Q1 2026 | |
| 8 | FMR LLC | $406.7M | 9.1M | ▼−44% Reduced · −7.2M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $256.1M | 5.8M | ▲+46% Added · +1.8M sh | Q1 2026 | |
| 10 | FIL Ltd | $252.3M | 5.7M | ▼−42% Reduced · −4.1M sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $245.2M | 5.5M | ▲+0.2% Added · +13K sh | Q1 2026 | |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $236.3M | 5.3M | ▲+16% Added · +717K sh | Q1 2026 | |
| 13 | CIBC Asset Management Inc | $235.4M | 5.3M | ▲+8.8% Added · +429K sh | Q1 2026 | |
| 14 | NORGES BANK | $263.4M | 5.0M | ▼−5.5% Reduced · −295K sh | Q4 2025 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $224.1M | 4.9M | ▲+6.1% Added · +283K sh | Q1 2026 | |
| 16 | TD Waterhouse Canada Inc. | $206.1M | 4.7M | ▲+220% Added · +3.2M sh | Q1 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $197.8M | 3.9M | ▼−14% Reduced · −620K sh | Q1 2026 | |
| 18 | STATE STREET CORP | $169.7M | 3.8M | ▲+3.5% Added · +127K sh | Q1 2026 | |
| 19 | Neuberger Berman Group LLC | $167.7M | 3.8M | ▲+17% Added · +554K sh | Q1 2026 | |
| 20 | CIBC WORLD MARKET INC. | $163.9M | 3.7M | ▼−15% Reduced · −626K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $153.3M | 3.4M | ▲+11% Added · +342K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $152.3M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 23 | DAVENPORT & Co LLC | $149.7M | 3.4M | ▼−1.5% Reduced · −50K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $143.7M | 3.2M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 25 | COOKE & BIELER LP | $137.1M | 3.1M | ▲+54% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| BAMthis pagecs | 403 funds | $64.0B |
| 113004956EQUITY | 1 funds | $2.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 198 funds | $218.6B |
| APPLE INCAAPL | 194 funds | $229.7B |
| ALPHABET INC-CL AGOOGL | 192 funds | $140.0B |
| AMAZON.COM INCAMZN | 191 funds | $160.6B |
| NVIDIA CORPNVDA | 190 funds | $300.5B |
| ALPHABET INC-CL CGOOG | 190 funds | $91.7B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $90.3B |
| JPMORGAN CHASE & COJPM | 190 funds | $59.1B |
| VISA INC-CLASS A SHARESV | 190 funds | $50.2B |
| MASTERCARD INC - AMA | 187 funds | $46.0B |
| COSTCO WHOLESALE CORPCOST | 187 funds | $35.2B |
| ELI LILLY & COLLY | 183 funds | $59.8B |
Ranked by how many of BAM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.