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BAMD NORTHERN LTS FD TR IV

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BRO DIV STK ETF (fund)

11 managers (11 13F filers) reported a position in BAMD shares at 2026-06-30, 2,798,563 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
11
13F filers
11
New
0
Added
4
Reduced
5
Sold out
2
Shares held by filers
2,798,563

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management2,708,521$88.2M0.89%-97,80013F-HRTimelineGroup
Chris Bulman Inc21,163$689K0.25%-35513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,494$603K<0.01%+3,18913F-HRTimelineGroup
Simplicity Wealth,LLC16,660$543K0.02%+2,14413F-HRTimeline
GTS SECURITIES LLC12,120$395K0.01%-12,50013F-HRTimeline
FSA Advisors, Inc.9,918$323K0.15%-61013F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC7,549$246K<0.01%-20013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,151$70.3K<0.01%+1,30013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.848$27.6K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC587$19.1K<0.01%013F-HRTimeline
AE Wealth Management LLC552$18K<0.01%+50513F-HRTimeline