BAMO NORTHERN LTS FD TR IV
FollowBROOK OPPOR ETF (fund)
13 managers (13 13F filers) reported a position in BAMO shares at 2025-12-31, 1,254,511 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 5
- Added
- 1
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 1,254,511
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 1,206,257 | $39.3M | 0.45% | -43,830 | 13F-HRTimelineGroup |
| AlphaStar Capital Management, LLC | 16,265 | $530K | 0.04% | new | 13F-HRTimeline |
| GTS SECURITIES LLC | 13,905 | $453K | 0.02% | -20,033 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 8,310 | $271K | 0.02% | -1,006 | 13F-HRTimeline |
| Chris Bulman Inc | 7,864 | $256K | 0.11% | +563 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 458 | $14.9K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 443 | $14.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 371 | $12.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 222 | $7.23K | <0.01% | new | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 176 | $5.73K | <0.01% | new | 13F-HRTimeline |
| Camelot Portfolios, LLC | 159 | $5.18K | <0.01% | new | 13F-HRTimeline |
| Key Capital Management, INC | 59 | $1.92K | <0.01% | 13F-HRTimeline | |
| Wealth Watch Advisors, INC | 22 | $717 | <0.01% | new | 13F-HRTimeline |