BAMU NORTHERN LTS FD TR IV
FollowBROO UL SHOR ETF (fund)
8 managers (8 13F filers) reported a position in BAMU shares at 2026-06-30, 2,601,469 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 2,601,469
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, 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 | 2,544,231 | $64.2M | 0.64% | -103,739 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 20,940 | $528K | <0.01% | new | 13F-HRTimelineGroup |
| Simplicity Wealth,LLC | 19,773 | $499K | 0.02% | +3,729 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 8,644 | $218K | <0.01% | +515 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 3,389 | $85.5K | <0.01% | -1,231 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 3,383 | $85.4K | <0.01% | -1,354 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,000 | $25.2K | <0.01% | 0 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 109 | $2.75K | <0.01% | new | 13F-HRTimeline |