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BAMG NORTHERN LTS FD TR IV

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BROOKSTONE GRWTH (fund)

16 managers (16 13F filers) reported a position in BAMG shares at 2026-03-31, 2,969,469 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
3
Reduced
7
Sold out
5
Shares held by filers
2,969,469

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.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management2,770,180$101M1.16%-386,26513F-HRTimelineGroup
Arkadios Wealth Advisors65,216$2.38M0.04%-1,16013F-HRTimeline
GTS SECURITIES LLC37,342$1.36M0.05%+26,07413F-HRTimeline
Chris Bulman Inc19,658$718K0.31%-44013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,732$648K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC14,487$529K0.03%-67713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,859$506K<0.01%new13F-HRTimelineGroup
FSA Advisors, Inc.10,036$366K0.24%+45013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,220$264K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC6,524$238K0.03%-10813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,424$162K<0.01%+3,66313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,164$42.5K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.836$30.5K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC581$21.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG164$5.99K<0.01%-9713F-HRTimelineGroup
AE Wealth Management LLC46$1.68K<0.01%-7313F-HRTimeline