BAMY NORTHERN LTS FD TR IV
FollowBROOK YIELD ETF (fund)
10 managers (10 13F filers) reported a position in BAMY shares at 2026-06-30, 1,576,685 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 2
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 1,576,685
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 | 1,513,552 | $41.6M | 0.42% | -39,383 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 33,488 | $920K | 0.02% | +15,016 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 9,758 | $268K | 0.01% | +2,076 | 13F-HRTimeline |
| Chris Bulman Inc | 8,651 | $238K | 0.09% | -162 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 7,517 | $207K | <0.01% | new | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 2,111 | $58K | <0.01% | -465 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 600 | $16.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| Oakmont Advisory Group, LLC | 535 | $14.7K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 456 | $12.5K | <0.01% | -355 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 17 | $467 | <0.01% | 0 | 13F-HRTimeline |