BAMY NORTHERN LTS FD TR IV
FollowBROOK YIELD ETF (fund)
13 managers (13 13F filers) reported a position in BAMY shares at 2025-12-31, 1,453,290 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 6
- Added
- 2
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 1,453,290
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 | 1,393,299 | $38.7M | 0.44% | -38,016 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 21,887 | $608K | 0.02% | new | 13F-HRTimeline |
| AlphaStar Capital Management, LLC | 17,477 | $486K | 0.04% | new | 13F-HRTimeline |
| Chris Bulman Inc | 9,029 | $251K | 0.11% | +632 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 7,912 | $220K | 0.01% | -1,028 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 1,790 | $49.8K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 600 | $16.7K | <0.01% | +156 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 469 | $13K | <0.01% | 0 | 13F-HRTimeline |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 457 | $12.7K | <0.01% | 0 | 13F-HRTimelineGroup |
| Camelot Portfolios, LLC | 163 | $4.53K | <0.01% | new | 13F-HRTimeline |
| AE Wealth Management LLC | 118 | $3.28K | <0.01% | new | 13F-HRTimeline |
| Key Capital Management, INC | 66 | $1.83K | <0.01% | 13F-HRTimeline | |
| Wealth Watch Advisors, INC | 23 | $639 | <0.01% | new | 13F-HRTimeline |