BAMD NORTHERN LTS FD TR IV
FollowBRO DIV STK ETF (fund)
12 managers (12 13F filers) reported a position in BAMD shares at 2025-03-31, 2,830,213 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 5
- Added
- 2
- Reduced
- 2
- Sold out
- 4
- Shares held by filers
- 2,830,213
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 2,742,567 | $88.5M | 1.27% | +106,169 | 13F-HRTimelineGroup |
| Chris Bulman Inc | 23,704 | $765K | 0.48% | +606 | 13F-HRTimeline |
| GTS SECURITIES LLC | 19,788 | $639K | 0.03% | -11,366 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 14,593 | $471K | 0.04% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 7,393 | $239K | <0.01% | new | 13F-HRTimeline |
| Triad Wealth Partners, LLC | 6,823 | $220K | 0.07% | new | 13F-HRTimeline |
| Impact Partnership Wealth, LLC | 6,647 | $214K | 0.05% | -5,210 | 13F-HRTimeline |
| FSA Advisors, Inc. | 6,582 | $212K | 0.17% | new | 13F-HRTimeline |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 1,195 | $38.6K | 0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 848 | $27.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| TSFG, LLC | 73 | $2K | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |