BAMA NORTHERN LTS FD TR IV
FollowBROOK ACTIV ETF (fund)
10 managers (10 13F filers) reported a position in BAMA shares at 2026-03-31, 1,409,903 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 4
- Shares held by filers
- 1,409,903
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 1,349,438 | $44.6M | 0.51% | +97,760 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 39,620 | $1.31M | 0.05% | +22,569 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 7,949 | $263K | 0.01% | -252 | 13F-HRTimeline |
| Chris Bulman Inc | 7,630 | $252K | 0.11% | -209 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 2,327 | $76.9K | <0.01% | +1,902 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,798 | $59.4K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 444 | $14.7K | <0.01% | 0 | 13F-HRTimelineGroup |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 372 | $12.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| ARMSTRONG ADVISORY GROUP, INC | 310 | $10.2K | <0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 15 | $496 | <0.01% | -458 | 13F-HRTimeline |