Skip to content

BAMV NORTHERN LTS FD TR IV

Follow

BROO VALU ST ETF (fund)

15 managers (15 13F filers) reported a position in BAMV shares at 2026-03-31, 2,896,606 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
4
Reduced
6
Sold out
6
Shares held by filers
2,896,606

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.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management2,711,519$88.1M1.01%-89,60813F-HRTimelineGroup
Arkadios Wealth Advisors58,075$1.89M0.03%-98213F-HRTimeline
GTS SECURITIES LLC36,818$1.2M0.04%+11,63313F-HRTimeline
Chris Bulman Inc21,046$684K0.3%-47313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,425$664K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC14,661$477K0.03%-74913F-HRTimeline
FSA Advisors, Inc.10,535$342K0.23%+52313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,575$246K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC6,434$209K0.03%-12213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,746$154K<0.01%+3,91713F-HRTimeline
UBS Group AGin group UBS Group AG2,131$69.3K<0.01%+1,66813F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,181$38.4K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.838$27.2K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC576$18.7K<0.01%013F-HRTimeline
AE Wealth Management LLC46$1.5K<0.01%-8813F-HRTimeline