BAMU NORTHERN LTS FD TR IV
FollowBROO UL SHOR ETF (fund)
8 managers (8 13F filers) reported a position in BAMU shares at 2025-09-30, 2,818,631 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 1
- Reduced
- 4
- Sold out
- 3
- Shares held by filers
- 2,818,631
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 2,758,875 | $69.7M | 0.83% | +81,689 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 31,305 | $791K | 0.03% | -1,443 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 18,796 | $475K | 0.03% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 6,724 | $170K | <0.01% | new | 13F-HR/ATimelineGroup |
| HARBOUR INVESTMENTS, INC. | 1,023 | $25.9K | <0.01% | -186 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 1,000 | $25.3K | <0.01% | -3,659 | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 844 | $21.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 64 | $1.62K | <0.01% | -215 | 13F-HRTimelineGroup |