BAMU NORTHERN LTS FD TR IV
FollowBROO UL SHOR ETF (fund)
12 managers (12 13F filers) reported a position in BAMU shares at 2025-12-31, 2,774,994 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 4
- Added
- 2
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 2,774,994
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 | 2,716,336 | $68.3M | 0.78% | -42,539 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 27,222 | $684K | 0.02% | -4,083 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 16,602 | $417K | 0.02% | -2,194 | 13F-HRTimeline |
| AlphaStar Capital Management, LLC | 10,485 | $264K | 0.02% | new | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 1,023 | $25.7K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,000 | $25.1K | <0.01% | +156 | 13F-HRTimelineGroup |
| Camelot Portfolios, LLC | 626 | $15.7K | 0.01% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 473 | $11.9K | <0.01% | -527 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 464 | $11.7K | <0.01% | +400 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 407 | $10.2K | <0.01% | new | 13F-HRTimeline |
| Key Capital Management, INC | 266 | $6.69K | 0.01% | 13F-HRTimeline | |
| Wealth Watch Advisors, INC | 90 | $2.26K | <0.01% | new | 13F-HRTimeline |