BAMA NORTHERN LTS FD TR IV: institutional ownership and insider trading

12 funds reported holding $44.9M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $3.05M, with 2 new positions and 0 funds selling out.

Largest institutional holders of BAMA

  1. Brookstone Capital Management — $42.5M
  2. Simplicity Wealth,LLC — $1.14M
  3. GTS SECURITIES LLC — $577K
  4. Chris Bulman Inc — $259K
  5. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $208K
  6. HARBOUR INVESTMENTS, INC. — $68.9K
  7. AE Wealth Management LLC — $64.0K
  8. OSAIC HOLDINGS, INC. — $16.3K
  9. Oakmont Advisory Group, LLC — $16.2K
  10. Anfield Capital Management, LLC — $12.3K

All BAMA 13F holders