BAMO NORTHERN LTS FD TR IV
FollowBROOK OPPOR ETF (fund)
9 managers (9 13F filers) reported a position in BAMO shares at 2026-06-30, 1,322,558 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 3
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 1,322,558
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 1,267,814 | $43.8M | 0.44% | -50,821 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 32,179 | $1.11M | 0.02% | +10,776 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 10,063 | $347K | 0.01% | +2,008 | 13F-HRTimeline |
| Chris Bulman Inc | 7,497 | $259K | 0.09% | -158 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 1,891 | $65.3K | <0.01% | -478 | 13F-HRTimeline |
| AE Wealth Management LLC | 1,840 | $63.5K | <0.01% | +1,824 | 13F-HRTimeline |
| Oakmont Advisory Group, LLC | 449 | $15.5K | 0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 443 | $15.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 382 | $13.2K | <0.01% | -1,733 | 13F-HRTimelineGroup |