BAMO NORTHERN LTS FD TR IV

BROOK OPPOR ETF (fund)

9 managers (9 13F filers) reported a position in BAMO shares at 2026-03-31, 1,361,062 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.

Managers: 9
13F filers: 9
New: 0
Added: 4
Reduced: 3
Sold out: 4
Shares held by filers: 1,361,062

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	1,318,635	$41.9M	0.48%	+112,378	13F-HR Timeline Group
GTS SECURITIES LLC	21,403	$680K	0.02%	+7,498	13F-HR Timeline
Simplicity Wealth,LLC	8,055	$256K	0.01%	-255	13F-HR Timeline
Chris Bulman Inc	7,655	$243K	0.11%	-209	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	2,369	$75.3K	<0.01%	+1,911	13F-HR Timeline
UBS Group AGin group UBS Group AG	2,115	$67.2K	<0.01%	+1,893	13F-HR Timeline Group
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	443	$14.1K	<0.01%	0	13F-HR Timeline Group
Anfield Capital Management, LLCin group Anfield Capital Management, L…	371	$11.8K	<0.01%	0	13F-HR Timeline Group
AE Wealth Management LLC	16	$509	<0.01%	-160	13F-HR Timeline