BAMY NORTHERN LTS FD TR IV
FollowBROOK YIELD ETF (fund)
9 managers (9 13F filers) reported a position in BAMY shares at 2026-03-31, 1,592,363 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 2
- Reduced
- 4
- Sold out
- 5
- Shares held by filers
- 1,592,363
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 | 1,552,935 | $42.5M | 0.49% | +159,636 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 18,472 | $505K | 0.02% | -3,415 | 13F-HRTimeline |
| Chris Bulman Inc | 8,813 | $241K | 0.11% | -216 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 7,682 | $210K | 0.01% | -230 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 2,576 | $70.4K | <0.01% | +2,107 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 811 | $22.2K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 600 | $16.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 457 | $12.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 17 | $465 | <0.01% | -101 | 13F-HRTimeline |