BAMU NORTHERN LTS FD TR IV
FollowBROO UL SHOR ETF (fund)
10 managers (10 13F filers) reported a position in BAMU shares at 2025-06-30, 2,768,439 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 4
- Added
- 4
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 2,768,439
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 2,677,186 | $67.7M | 0.89% | +56,988 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 32,748 | $828K | 0.04% | +17,925 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 19,682 | $498K | <0.01% | new | 13F-HRTimelineGroup |
| Triad Wealth Partners, LLC | 18,850 | $477K | 0.1% | +4,708 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 12,982 | $328K | <0.01% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 4,659 | $118K | <0.01% | new | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 1,209 | $30.6K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 844 | $21.3K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 279 | $7.05K | <0.01% | +128 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |