BAMU NORTHERN LTS FD TR IV
FollowBROO UL SHOR ETF (fund)
7 managers (7 13F filers) reported a position in BAMU shares at 2026-03-31, 2,683,764 shares in all. 1 filer opened a position and 6 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 3
- Reduced
- 2
- Sold out
- 6
- Shares held by filers
- 2,683,764
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 | 2,647,970 | $66.8M | 0.76% | -68,366 | 13F-HRTimelineGroup |
| Simplicity Wealth,LLC | 16,044 | $405K | 0.02% | -558 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 8,129 | $205K | <0.01% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 4,737 | $120K | <0.01% | +4,264 | 13F-HR/ATimelineGroup |
| HARBOUR INVESTMENTS, INC. | 4,620 | $117K | <0.01% | +3,597 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,264 | $31.9K | <0.01% | +800 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,000 | $25.2K | <0.01% | 0 | 13F-HRTimelineGroup |