BAMD NORTHERN LTS FD TR IV
FollowBRO DIV STK ETF (fund)
14 managers (14 13F filers) reported a position in BAMD shares at 2026-03-31, 2,916,123 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 4
- Added
- 2
- Reduced
- 5
- Sold out
- 7
- Shares held by filers
- 2,916,123
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 | 2,806,321 | $87.4M | 1% | -83,386 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 24,620 | $767K | 0.03% | -17,745 | 13F-HRTimeline |
| Chris Bulman Inc | 21,518 | $670K | 0.29% | -512 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 15,305 | $477K | <0.01% | +965 | 13F-HRTimelineGroup |
| Simplicity Wealth,LLC | 14,516 | $452K | 0.03% | -415 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 10,644 | $331K | <0.01% | new | 13F-HRTimelineGroup |
| FSA Advisors, Inc. | 10,528 | $328K | 0.22% | +585 | 13F-HRTimeline |
| Gradient Investments LLCin group Gradient Investments LLC | 7,749 | $241K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,394 | $43.4K | <0.01% | new | 13F-HRTimelineGroup |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 1,195 | $37.2K | 0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 848 | $26.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 851 | $26.3K | <0.01% | new | 13F-HR/ATimelineGroup |
| ARMSTRONG ADVISORY GROUP, INC | 587 | $18.3K | <0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 47 | $1.46K | <0.01% | -97 | 13F-HRTimeline |