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BAMD NORTHERN LTS FD TR IV

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BRO DIV STK ETF (fund)

17 managers (17 13F filers) reported a position in BAMD shares at 2025-12-31, 3,042,248 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
8
Added
3
Reduced
2
Sold out
2
Shares held by filers
3,042,248

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management2,889,707$86.7M0.99%-186,39413F-HRTimelineGroup
GTS SECURITIES LLC42,365$1.27M0.04%+30,85113F-HRTimeline
AlphaStar Capital Management, LLC41,399$1.24M0.09%new13F-HRTimeline
Chris Bulman Inc22,030$661K0.29%+1,60213F-HRTimeline
Simplicity Wealth,LLC14,931$448K0.03%-2,29413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,340$430K<0.01%+6,33413F-HRTimelineGroup
FSA Advisors, Inc.9,943$298K0.21%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,400$72K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,377$41.4K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,195$35.9K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.848$25.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.831$24.9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC587$17.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC144$4.32K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC102$3.06K<0.01%new13F-HRTimeline
Key Capital Management, INC36$1.08K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC13$390<0.01%new13F-HRTimeline